CustodyStress
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Part of the CustodyStress archive of observed Bitcoin custody incidents
CS-01326

Institutional lockout — FTX (2025)

Constrained
Case description
A class of FTX creditors that remained structurally disadvantaged through all 2025 distribution rounds were those who had originally deposited Bitcoin but whose claims were valued in dollars at the November 2022 petition date. Bitcoin's price had risen from approximately $16,000 at the petition date to over $100,000 by late 2025—a gain exceeding 600%. Creditors who received cash distributions at petition-date valuations recovered 119% or more of their November 2022 dollar value, but received only a fraction of what their Bitcoin would have been worth if held in self-custody through the bull market. The cash-at-petition-date structure was inherent in US bankruptcy law and could not be altered by the estate.
Custody context
Stress conditionVendor lockout
Custody systemExchange custody
OutcomeConstrained
DocumentationUnknown
Year observed2025
CountryUnited States
Structural dependencies observed
Institutional cooperation required
What this illustrates
Getting access back required help from an institution — and that help wasn't available. Whether full access was ultimately possible is unclear, but significant delay or outside intervention was involved.
Outcome interpretation
Access remained possible, but only with delay, dependence, or significant difficulty.
Source
Publicly Reported
Evidence type
News article
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Framework references
Terms guide
Survives
Access remained possible under the reported conditions.
Constrained
Access remained possible, but only with delay, dependence, or significant difficulty.
Blocked
Access was not possible under the reported conditions.
Indeterminate
There was not enough information to determine the outcome.
Single-person knowledge
Recovery depended on information or capability held by one individual who was unavailable.
Institutional dependence
Recovery depended on a third-party institution or service that was inaccessible or uncooperative.
Documentation gap
Recovery depended on instructions that were missing, incomplete, or unclear.
Authority mismatch
The person with legal authority to act did not have operational access, or vice versa.
Original text
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