FTX Collapse Wiped Out Potential $50B Portfolio as Illiquid Bets Unraveled
The post FTX Collapse Wiped Out Potential $50B Portfolio as Illiquid Bets Unraveled appeared on BitcoinEthereumNews.com.
Strong asset picks failed against a fatal liquidity mismatch at FTX. Sam Bankman-Fried once oversaw assets that could be worth more than $50 billion today. In November 2022, control slipped away in just 72 hours. A rush of withdrawal requests forced FTX to sell holdings at low prices. Recent valuations show how much value may have been wiped out. Anthropic’s $380B Valuation Revives Focus on SBF’s 8% Stake As spotted by Axel Bitblaze, portfolio data from November 2022 shows a clear picture. Bankman-Fried held an 8% stake in Anthropic, acquired in 2021 for roughly $500 million. He also controlled 58 million Solana tokens and 7.6% of Robinhood. Stakes in SpaceX, through K5 Global, and other venture bets rounded out holdings. SBF lost control of a $50B+ portfolio in 72 hours he was actually a genius investor. lets have a look at his investments, • his portfolio (november 2022): > anthropic: 8% stake ($500M invested in 2021)> solana: 58M tokens> robinhood: 7.6% of company> spacex stake through… — Axel Bitblaze 🪓 (@Axel_bitblaze69) February 14, 2026 Earlier this week, Anthropic raised capital at a $380 billion valuation. An 8% stake at that level would equal about $30.4 billion. Solana, trading near $180, would value the 58 million tokens at roughly $10.4 billion. Robinhood, with a market capitalization near $50 billion, would place a 7.6% holding at around $3.8 billion. Other private positions could add at least $5 billion more. Altogether, those assets could approach or exceed $50 billion under current prices. Market observers describe selection timing as unusually strong, especially the early Anthropic position. In 2021, a few crypto firms focused on artificial intelligence. Anthropic now ranks among the top AI companies globally. Bank Run Exposed FTX’s Fragile Balance Sheet Strong picks were not the problem. FTX failed because it held long-term…
Filed under: News - @ February 14, 2026 11:59 pm