Kalshi head of encryption business: The narrative that SBF is a "top VC" is not accurate, and behind the scenes is the "AI stock god" Leopold Odaily Planet Daily News: John Wang, the head of the encryption business at Kalshi, a prediction market platform, stated in an article on X platform that it is widely believed that SBF (SBF) is the "top venture capital investor" and has successfully invested in star projects such as Anthropic and Cursor, but this narrative is not accurate. The true driving force behind the investment layout and early resource allocation is actually the "AI stock god" Leopold Aschenbrenner, not SBF himself. Analysis suggests that this statement has sparked discussions in the crypto and venture capital circles, once again pushing the issue of the attribution of SBF's early investment influence in Silicon Valley and the crypto industry to the center of public opinion. It is reported that the Situational Awareness AI fund, founded by former OpenAI researcher Leopold Aschenbrenner, has exceeded $20 billion in scale, and quantitative giant Jane Street has made a rare investment. Situational Awareness achieved a return rate of 270% within the year and accumulated over 1000% since its establishment. The equity bet on Anthropic contributed the most successful returns, accounting for one-fifth of the assets. Outside of the public market, Situational Awareness has also partnered with Jian Street to lead investment in AI chip company MatX and participate in a new round of financing for AI cloud computing company Fluidstack.