From the bankruptcy black hole to a hundred-billion-dollar illusion: SBF's "missed" investment portfolio is reportedly now soaring to the trillion-dollar level

BlockBeats News, April 23 — The investment portfolio early布局 by FTX founder Sam Bankman-Fried (SBF), if not disposed of or frozen during bankruptcy liquidation, roughly estimates the current total valuation has already surpassed $100 billion, forming a stark contrast to the approximately $8-10 billion funding gap of FTX at that time.

Among them, the most explosive assets come from the AI sector. SBF once invested about $500 million in Anthropic, and based on the current valuation, this stake may be worth nearly $70 billion, becoming the core source of his potential wealth growth.

In addition, the early financing share of the AI programming company Anysphere (developer of Cursor), in which he participated through Alameda, was sold for $200k during bankruptcy, and at the current estimated valuation of about $60 billion, the corresponding equity value may reach $3 billion.

In terms of crypto assets, SBF once built a position of about $60 million when SOL was around $8, and at its historical peak, the value was estimated to be about $2.1 billion; meanwhile, his investment of about $100 million in Mysten Labs (Sui) is now valued at over $800 million.

In traditional finance, SBF holds about 7.5% of Robinhood’s equity, which is valued at approximately $6 billion based on the current market cap (at its peak, the value once touched $10 billion).

Analysis indicates that SBF’s failure was not due to poor asset selection — he bet on high-growth targets in key sectors like AI and crypto infrastructure — but due to misappropriation of customer funds, risk out of control, and collapse of compliance.

This “missed trillion-dollar portfolio” further reinforces market perception: in high-volatility, high-growth industries, asset allocation determines the ceiling, while risk control and governance determine life or death.