SBF’s #investments
went way deeper than people think
way deeper
he was literally building one of the biggest portfolios in the world
If Sam Bankman-Fried never blew up FTX
- Anthropic: ~$30,000,000,000 (60x+)
- Solana ecosystem: billions
(early $300M bet → massive upside)
- Robinhood: ~$1–2B (2-4x)
- Genesis Digital Assets: ~$1B+ exposure
- Modulo Capital: $400M deployed
- Sequoia Capital: $200M position
- SkyBridge Capital: $45M stake
/ Dave (banking app): $100M
and that’s just the visible part because Alameda had ~500 total investments
he was deploying capital everywhere
2017
- leaves Jane Street
- sees Bitcoin trading higher in Asia
- exploits the “Kimchi premium”
- buys BTC cheap
- sells it expensive in Japan/Korea
- moving up to $25M per day
- profits between $10M–$30M
that was Alameda
from there he goes all in
2020–2022
- massive bets on Solana
- builds Serum
- launches FTT
his token bets
- SRM → from $13.7 to basically $0 (-99.7%)
- FTT → full wipeout
- MAPS / OXY / FIDA → dead
- DRIFT → sold at -95% loss
those losses only happened because everything got liquidated
2022
- FTX collapses
- balance sheet exposed
- funds mixed with Alameda
example
- DRIFT position: $6.2M → sold for $320K
- Anthropic stake → reportedly sold at massive discount
entire portfolio dismantled
the biggest “what if” in crypto history