Though this post is for "paid subscribers", there is some info is in the first part of the newsletter issue available to all.

Wow, this would put a shotgun-sized hole in short term btc price... Hopefully kills 'crypto'. Opportunity on the horizon 😎

An excerpt of this article was featured on Bitcoin Magazine, and there is another post, here on SN, for that excerpt:

Crypto Lender Genesis Is On The Chopping Block As Contagion Continues #96202 https://bitcoinmagazine.com/business/crypto-lender-genesis-contagion-continues