So tired of this bs that tries to whitewash SBF. He did not build one of the best private investment portfolios. Even with Anthropic they’d be down -30%. He stole customer money, allowing him to take an insane amount of bets - but you mostly hear people talking about the winners. They invested *at least* $5.2B of user funds, and $4B+ more funnelled to Alameda: $9.2B in total. Even if they still owned their full share of Anthropic today, that’d have only been $4B~ What you don’t hear about the tremendous number of massive losers: -80 acre agriculture -Arf -Hidden Road -Dave (down round) -Edge trade works -MAPS -Mina -BetDex -Swim -Juiced -Mecurial -Planetshift -Mysten (down valuation) -TOSS (massive down round) -Yuga -Chipper Cash (massive down round) -Exodus -Stocktwits (fell off entirely) -Storybook (bankrupt/shutdown) -MobileCoin -Stacked -3Commas -Paxos -Mythical Games -Mask Network -Syn -Reef -PStake -Serum -Math network -Media network -Hget -TryBots -Tulip -Bao -Hxro -Ramp -Front Wallet -Oxygen -Sifchain -Razor network -Dub -Drip Labs -Metamap -Jet Etc, etc, etc Their biggest ones were: -Modulo Capital - which was all marked down to market -Genesis - we know how that turned out -K5 - this one did ok. -Anthropic - did fine. The present day value of their portfolio if it wasn’t liquidated would be around $5B-$6B *at best* Only saved by the Anthropic investment. It would still be down massively. SBF was not a good investor. He just stole enough money to take infinite shots.
That SBF built one of the most legendary private investment portfolios of all time tells you more about the business of venture than a 1000 podcasts on the subject ever will.
12.13万
2
本页面内容由第三方提供。除非另有说明,欧易不是所引用文章的作者,也不对此类材料主张任何版权。该内容仅供参考,并不代表欧易观点,不作为任何形式的认可,也不应被视为投资建议或购买或出售数字资产的招揽。在使用生成式人工智能提供摘要或其他信息的情况下,此类人工智能生成的内容可能不准确或不一致。请阅读链接文章,了解更多详情和信息。欧易不对第三方网站上的内容负责。包含稳定币、NFTs 等在内的数字资产涉及较高程度的风险,其价值可能会产生较大波动。请根据自身财务状况,仔细考虑交易或持有数字资产是否适合您。