FTX's collapsed investment portfolio might have been worth over $100 billion today, according to Crypto Rover. The most significant missed opportunity was Anthropic, where FTX's former 8% stake could now be valued at approximately $88 billion, based on a $1.1 trillion valuation. FTX also exited positions in Robinhood, Cursor, and SUI before these assets appreciated significantly.
FTX's investment in Robinhood, a 7.6% stake acquired for $648 million, could have been worth around $10 billion at its peak. Similarly, FTX's 5% stake in Cursor, initially bought for $200,000, might now imply a value near $3 billion, given SpaceX's reported interest. Additionally, FTX's 888 million SUI tokens, sold for $96 million post-bankruptcy, could have reached $4.8 billion at their peak.
These examples highlight the potential value FTX forfeited due to its collapse, which forced asset liquidation before significant market repricing. The portfolio, including investments in SOL, APT, and other tokens, underscores the scale of missed opportunities across crypto and AI sectors.
FTX's Missed Portfolio Could Have Exceeded $100 Billion
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