true, it seems to me there are quite a few catalysts to increase the assets. alvarez and marsal may have a few cards up their sleeves we don't know about yet, too.
The Fed took some 50 Billion out of the creditor pool by being treated differently than other creditors. That will be a factor as well. Barclays seizing 17 Billion from Lehman's trading account. That can bridge the gap nearly by itself IMO.