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<p>Even now, I can’t shake the thought…

If the FTX estate had simply stayed put instead of liquidated their assets, it might’ve gone down as one of the most wildly successful “investors” ever recorded.

Just look at the math:

- Anthropic: Sold for ~$1.3B → Now worth ~$77B (8% of $965B valuation)
- Robinhood: $648M in → Hypothetical ~$5.6B worth of $HOOD today
- Solana (~58M $SOL): Low cost basis → ~$3.6B hypothetical

On top of the hundreds of other bets spread across that ~$4.5B portfolio, the marquee names by themselves could be north of $100B today.

Maybe in some parallel timeline, the crypto bull run never ends.

Who can say?</p>

Even now, I can’t shake the thought…
If the FTX estate had simply stayed put instead of liquidated their assets, it might’ve gone down as one of the most wildly successful “investors” ever recorded.
Just look at the math:
- Anthropic: Sold for ~$1.3B → Now worth ~$77B (8% of $965B valuation)
- Robinhood: $648M in → Hypothetical ~$5.6B worth of $HOOD today
- Solana (~58M $SOL): Low cost basis → ~$3.6B hypothetical
On top of the hundreds of other bets spread across that ~$4.5B portfolio, the marqu

Even now, I can’t shake the thought… If the FTX estate had simply stayed put instead of liquidated their assets, it might’ve gone down as one of the most wildly successful “investors” ever recorded. Just look at the math: - Anthropic: Sold for ~$1.3B → Now worth ~$77B (8% of $965B valuation) - Robinhood: $648M in → Hypothetical ~$5.6B worth of $HOOD today - Solana (~58M $SOL): Low cost basis → ~$3.6B hypothetical On top of the hundreds of other bets spread across that ~$4.5B portfolio, the marquee names by themselves could be north of $100B today. Maybe in some parallel timeline, the crypto bull run never ends. Who can say?

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