ftx put about $500 million into anthropic. in 2024 the bankruptcy estate sold the whole stake for about $1.34 billion. anthropic is now marketing an ipo at $70 to $78 a share. people are running the math on what that old position would be worth now, and the gap is brutal. the estate already sold. this is a what-if, not cash sitting in the bankruptcy. worst hold of the cycle, or the only responsible move?