Adam Cochran (adamscochran.eth)
Adam Cochran (adamscochran.eth)|May 15, 2025 22:10
So tired of this bs that tries to whitewash SBF. He did not build one of the best private investment portfolios. Even with Anthropic they’d be down -30%. He stole customer money, allowing him to take an insane amount of bets - but you mostly hear people talking about the winners. They invested *at least* 5.2B of user funds, and 4B+ more funnelled to Alameda: 9.2B in total. Even if they still owned their full share of Anthropic today, that’d have only been 4B~ What you don’t hear about the tremendous number of massive losers: -80 acre agriculture -Arf -Hidden Road -Dave (down round) -Edge trade works -MAPS -Mina -BetDex -Swim -Juiced -Mecurial -Planetshift -Mysten (down valuation) -TOSS (massive down round) -Yuga -Chipper Cash (massive down round) -Exodus -Stocktwits (fell off entirely) -Storybook (bankrupt/shutdown) -MobileCoin -Stacked -3Commas -Paxos -Mythical Games -Mask Network -Syn -Reef -PStake -Serum -Math network -Media network -Hget -TryBots -Tulip -Bao -Hxro -Ramp -Front Wallet -Oxygen -Sifchain -Razor network -Dub -Drip Labs -Metamap -Jet Etc, etc, etc Their biggest ones were: -Modulo Capital - which was all marked down to market -Genesis - we know how that turned out -K5 - this one did ok. -Anthropic - did fine. The present day value of their portfolio if it wasn’t liquidated would be around 5B-6B *at best* Only saved by the Anthropic investment. It would still be down massively. SBF was not a good investor. He just stole enough money to take infinite shots.
+5
Mentioned
Share To

Timeline

HotFlash

APP

X

Telegram

Facebook

Reddit

CopyLink

Hot Reads