Investment is investment, FTX is FTX, SBF is SBF, and the three are not exactly one
The core problem of Theseus's ship lies in the conflict between "continuity" and "essence", which is mapped to the relationship between FTX and Backpack, which is divided into the deconstruction and rebirth of the hull, the identity paradox of the market, and the separation of route goals
In the gray area of resource restructuring and brand inheritance, it is now Backpack trying to sail as a "repair ship", and the wreckage of FTX is still floating in the waves of bankruptcy.
It must be a sigh for SBF himself, but the sailors who were buried under the reef with him, the captain, are all speechless corpses.
So the question is, do you want to bet on such a non-consensus chance with odds?
Looking back, FTX's original several lead investments had a pattern beyond the times, but because FTX was bankrupt and liquidated, it was not allowed to sell, and sold Sui for $96 million, with a maximum market value of $4.6 billion, and Anthropic for $900 million, which is now worth $3 billion, and the most regrettable thing is that the seed round led Cursor, and was forced to sell for $200,000, which is now worth $500 million, SBF sighed in prison: The world is moving forward, and I am ruthlessly left behind
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