Post #11972

FTX's $130BLost Fortune – Cursor, Anthropic and Robinhood sold at lows If FTX's bankruptcy lawyers had just HODL'd instead of liquidating at the bottom, the portfolio would've been worth $134B at all-time highs vs. the $4.9B they actually sold for. • Anthropic – $89.6B value (sold for $1.3B) • Solana – $17.1B value (sold for $2.93B) • Mysten Labs / Sui – $8.56B value (sold for $96M) • Robinhood – $8.4B value (sold for $605M) • Cursor – $2.5B value (sold for $200K) • Sequoia Capital – 500M value (sold for $45M) Some bets are still alive. After a Jan 2025 settlement, FTX retained its$700M stake in K5 Global - a VC fund holding positions in SpaceX ($1.75T IPO filing), Anduril ($60B), Boring Company, and xAI ($80B+). This is the one investment where patience might still pay off, if creditors ever see the upside. Top 7 Ecosystem:Alpha| X | Aggregator