FTX's unliquidated portfolio would be worth ~$206B today, with Anthropic up 340x

panickssery · x · 2026-09-28

A breakdown estimates that if FTX had never liquidated its investments after the collapse, the portfolio would now be worth about $206 billion: Solana $7.0B (35x), SpaceX $15.1B (75x), Cursor $3B (15,000x), Robinhood $6.7B (11x), Anthropic $170.5B (340x), and Genesis Digital $3.5B (3x). Anthropic alone accounts for roughly 80% of the value, underscoring how AI assets exploded in the two years after the crash.

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