Ben Heath

Masters in Data Science

[Ben Heath @EthHeath]

Updated price forecast

[Ben Heath @EthHeath]

I still haven't seen a cent from the lawyers

[Bull Theory @BullTheoryio]

SAM BANKMAN FRIED PICKED EVERY WINNER OF THE 2020s AND HIS LAWYERS SOLD THEM ALL AT THE BOTTOM.

If the FTX estate hadn't panic-sold its assets during bankruptcy, SBF would be sitting on a $114 billion empire today. Instead, he is watching the greatest trades of the decade from a prison cell.

The data is almost impossible to believe:

- Anthropic: $82.3 billion (165x) SBF bought an 8% stake for $500M. The estate sold it for $1.3B in 2024. Today, that stake would be worth over $80B.

- SpaceX:$15 billion (75x) A massive stake liquidated early to pay creditors.

- Solana: $5.1 billion (27x) SBF was an early backer at $8. The estate offloaded a massive chunk at $64.

- Robinhood: $4.9 billion (8x)

- Genesis Digital: $3.5 billion (3x)

The Latest "Missed" Fortune: CURSOR

In 2022, Alameda Research wrote a tiny $200,000 check for a 5% stake in the AI startup Cursor. In April 2023, the bankruptcy estate sold that entire stake back for exactly what they paid: $200,000.

Yesterday, SpaceX announced a deal to buy Cursor for $60 billion.

That "worthless" 5% stake would be worth $3 billion today. That is a 15,000x return that vanished because the lawyers wanted a quick exit.

SBF was a genius at picking generational winners and a criminal at managing their money.

The lawyers recovered $18 billion for users. If they had just held, they would be sitting on $114 billion and the most valuable venture portfolio in history.

[Ben Heath @EthHeath]

@SBF_FTX Bro really trying hard for that pardon

[Ben Heath @EthHeath]

@0xSweep Man you wouldn't have survived 2013, this happened all the time back then, no compensation

[Ben Heath @EthHeath]

@LarkDavis Larp Davis.
No idea how you riddle my feed with crap when I don't follow you

[Ben Heath @EthHeath]

@CoolBrandonD @inversebrah "Billionaires be scamming people, how do you think they make all that money" this hits hard

[Ben Heath @EthHeath]

@DailyLoud White people when they can't tell the difference between Asians

[Ben Heath @EthHeath]

@7signxx Is this guy the new Charlie Kirk?

[Ben Heath @EthHeath]

@SBF_FTX Imagine investing Solana and Anthropic early amongst other things, just to be thrown in jail and all the money pillaged by lawyers.
We're not mad enough

[Ben Heath @EthHeath]

@EricTrump @DonaldJTrumpJr @Trump @realDonaldTrump Thanks Obama

[Ben Heath @EthHeath]

@nic_carter @JavierBlas @TheStalwart And no war crimes in Gaza at all right?

[Ben Heath @EthHeath]

@coinbureau Sounds like they're going to end the sanctions on Cuba. That's so nice

[Ben Heath @EthHeath]

@0xSammy How does this work when a lot of the GPU's on Tao are using AWS or other GPU hosts?

[Ben Heath @EthHeath]

@kkashi_yt Can these be done live or have to be rendered?

[Ben Heath @EthHeath]

@KimDotcom You wish. They always find a reason

[Ben Heath @EthHeath]

@cz_binance Publically admitting you have no friends. Bold move

[Ben Heath @EthHeath]

@wallstreetbets Giving AI agents the ability to make payments without possibility of chargebacks is such a great idea!

[Ben Heath @EthHeath]

@djcows @grok The problem is you need to cool the GPU's to allow them to run safely.
A better idea is to recycle the air back to something like a green house

[Ben Heath @EthHeath]

@nickshirleyy It's shocking that they wouldn't show you the kids

[Ben Heath @EthHeath]

@grok @MR__Sulaiman1 @nicksortor @grok how does this benefit the US

[Ben Heath @EthHeath]

@AndrewYang European here. Denied a visa. Thanks trump