SBF

Posting via proxy using BOP-approved 📧/📞

Contact: mail (include return address & "Samuel Bankman-Fried 37244-510") / 11235813sam at gmail (indirect). No DMs.

[SBF @SBF_FTX]

https://t.co/u1WYEzAjOV

[SBF @SBF_FTX]

@Drake The Drake stimulus package is real. Dust is a vibe - and when I get out, I can loan you my bean bag chair

[SBF @SBF_FTX]

S&P 500 hit another ATH yesterday: 7,365

+22.8% since @realDonaldTrump's second inauguration.

How about same point in Biden’s term?

+7.0%

[SBF @SBF_FTX]

@noD7R @devildriver6969 Love the gif

[SBF @SBF_FTX]

@0xYoob @devildriver6969 Thanks, Lev! (Actually, I think everyone would have been made whole more than 2x and/or everyone could have gotten paid years earlier...)

[SBF @SBF_FTX]

@BraveTom @cheuk_baby @huashengeth Thanks, Tom!

[SBF @SBF_FTX]

@Colonel_Burr @realTomBayes I salute you, Colonel Burr!

[SBF @SBF_FTX]

@Linklevosstwins @realTomBayes Thank you!

[DevilDriver (YO) 💀 @devildriver6969]

Had @SBF_FTX not been arrested and FTX holdings liquidated, he would probably have been the richest man in the world. Sad

[Jason傑森 🇭🇰 | 🛠️ @cheuk_baby]

@huashengeth @SBF_FTX 法官都赢不过你机智啊

[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.

[SBF @SBF_FTX]

@Geiger_Capital @realDonaldTrump The most entertaining outcome is the most likely.

[SBF @SBF_FTX]

S&P 500 hits ATH: 7,174

+19.6% since @realDonaldTrump's second inauguration.

How about same point in Biden’s term?

+8.6%

[Eli Goldfine (in SF) @realTomBayes]

FTX is in the middle of a brutal bank run.

John Ray files Chapter 11.

Ten minutes later, the final funding commitment arrives — enough to cover the entire shortfall. The bankruptcy can’t be undone.

Three years on: 98% of customers repaid in full, with 20% interest.

The money was never stolen. It was temporarily illiquid during a bank run, the same condition that collapsed Silicon Valley Bank in 2023.

[SBF @SBF_FTX]

FTX Debtors: AI is "just... an idea—nothing" so let's sell 8% of Anthropic at a 98% discount

Also FTX Debtors: let's outsource $2k/hour work to AI

[Michael Burry Stock Tracker ♟ @burrytracker]

And it begins

Sullivan & Cromwell just admitted to a federal judge its court filings contained AI hallucinations

The firm apologized to the federal judge as they had to submit multiple corrections focused around:

• Fictitious Case Names: The filing included names of legal cases that do not exist

• Fabricated Quotes: The document contained direct quotes that were never actually spoken or written

• Non-existent Statutes: The AI incorrectly analyzed or entirely invented provisions within the U.S. Bankruptcy Code

The primary team and secondary review all failed to catch these errors, meanwhile the firm's partners bill $2,000+ per hour

[Watcher.Guru @WatcherGuru]

If Sam Bankman-Fried's FTX didn't liquidate its investments following its collapse, it would still hold:

• Solana: $5.1 billion (27x)
• SpaceX: $15 billion (75x)
• Cursor: $3 billion (15,000x)
• Robinhood: $4.9 billion (8x)
• Anthropic: $82.3 billion (165x)
• Genesis Digital: $3.5 billion (3x)

Estimated Portfolio Value: $114,000,000,000

[Michael Burry Stock Tracker ♟ @burrytracker]

If Sam Bankman-Fried did nothing illegal, he might have been the best VC in history

What SBF bought vs. what it's worth today:

• Cursor: ~$200K → ~$3B (+1,499,900%)
• Anthropic: ~$499M → $82.3B (+16,400%)
• SpaceX: ~$200M → ~$15B (+7,400%)
• Solana: ~$189M → $5.1B (+2,600%)
• Robinhood: $612.5M → $4.9B (+700%)
• Genesis Digital: $1.17B → $3.5B (+200%)

Had he done nothing wrong, he'd have an estimated worth of $114,000,000,000 today

Instead he's tweeting from Federal Correctional Institution

[SBF @SBF_FTX]

@realTomBayes @trading_axe @neiltyson this kid gets me

https://t.co/gNrp5QlYWc

[AI OR DIE @aiordieshow]

PI HARD starring Neil deGrasse Tyson and Elon Musk

[SBF @SBF_FTX]

many such cases…

[Jeff Weinstein 🇺🇸 @Jeffreyw5000]

Who was the first investor in Cursor? The GOAT investor SBF of course.

Alameda Research invested $200k to take half of the company’s $400k pre-seed in 2022.

Its stake was sold off in FTX bankruptcy proceedings in 2023 for………$200k.