@punkable
SBF might be convicted and behind bars, but let’s be honest the man was a venture investing monster.
A post on X mentioned that a VC firm bought FTX’s stake in Circle during early 2023 liquidation at a $3–4B valuation.
Today? That stake is up 5x.
He called SBF “a buried genius in venture”.
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Even crazier:
SBF personally led the seed round for Anysphere (behind AI coding tool Cursor). FTX’s stake was sold in 2023 for $200K.
Today it’s worth $500M after a $9B raise at a $99B valuation.
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But the biggest play?
In 2021, SBF invested $580M into Anthropic (Claude) at a $4B valuation.
In March 2025, Anthropic raised at a $61.5B valuation.
That stake? Now worth over $8B.
Liquidators sold it in 2023 for just $900M.
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Let that sink in:
If FTX had survived, just the Anthropic stake alone could’ve covered the entire user fund shortfall.
Solana going up? That alone could rewrite the ending.
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