SITUATION EXPLAINED: Citadel has already unwound 80% of the Situational Awareness portfolio. • Griffin's Friday investor letter, his first public comment on the deal: nearly 100 block trades totaling over $4 billion in market value, shedding more than 80% of the aggregate risk • 10 of those were the largest intraday block trades of the year in their respective names • Citadel bought at roughly a 10% discount and SanDisk and Micron quickly recovered, though Reuters couldn't determine what…