FTX Estate 将出售数十亿美元的人工智能投资

Will the FTX Estate Cash Out on AI Bet?

FTX 庄园会在 AI 赌注上兑现吗？

Wall Street heavyweights, including Jane Street and Fidelity, are shelling out millions to acquire most of FTX's stake in the AI startup Anthropic. The deal, valued at $884 million for a two-thirds share, implies an equity valuation for Anthropic of over $1 billion.

Jane Street 和 Fidelity 等华尔街重量级公司正在斥资数百万美元收购 FTX 在人工智能初创公司 Anthropic 中的大部分股权​​。该交易价值 8.84 亿美元，占三分之二股份，意味着 Anthropic 的股权估值将超过 10 亿美元。

Who's the Biggest Buyer?

谁是最大买家？

ATIC Third International Investment Co., backed by UAE sovereign wealth fund Mubadala, is the primary investor, scooping up shares worth close to $500 million.

由阿联酋主权财富基金Mubadala支持的ATIC Third International Investment Co.是主要投资者，购买了价值近5亿美元的股票。

Jane Street Resurfaces

简街重现

Jane Street, the former employer of both Sam Bankman-Fried and Alameda Research's Caroline Ellison, is investing nearly $100 million. The firm's head of quantitative research, Craig Falls, is also acquiring $20 million worth of shares.

Jane Street 是 Sam Bankman-Fried 和 Alameda Research 的 Caroline Ellison 的前雇主，目前投资近 1 亿美元。该公司的定量研究主管 Craig Falls 也将收购价值 2000 万美元的股票。

Fidelity Joins the Fray

富达加入战局

Funds managed by Fidelity Investments are collectively adding $44 million to their Anthropic stake. Venture firm HOF Capital and the Ford Foundation also have a slice of the action.

富达投资 (Fidelity Investments) 管理的基金总共增持了 4400 万美元的 Anthropic 股份。风险投资公司 HOF Capital 和福特基金会也参与其中。

FTX's Equity Play Pays Off

FTX 的股权投资获得回报

In 2021, Bankman-Fried's FTX bought an 8% stake in Anthropic for $500 million. Now, the implied valuation suggests a nearly threefold return, with the bankruptcy estate potentially realizing a 1.8x gain on its sale.

2021年，Bankman-Fried旗下的FTX以5亿美元收购了Anthropic 8%的股份。现在，隐含估值表明回报率接近三倍，破产财产可能会实现 1.8 倍的出售收益。

FTT Surges on Anthropic Optimism

FTT 因人为乐观而飙升

FTX's native token, FTT, jumped 15% following the Antrhropic deal announcement, indicating investor confidence in the bankruptcy estate's asset management.

Anthropic 交易宣布后，FTX 的原生代币 FTT 上涨了 15%，表明投资者对破产财产的资产管理充满信心。

Anthropic's Value in Question

人择的价值受到质疑

In October, the U.S. Department of Justice (DOJ) argued that the value of Anthropic shares should not be considered in Bankman-Fried's trial as they were purchased with FTX customer funds. However, the defense maintains that FTX has never faced losses and that the funds have always been available.

10 月，美国司法部 (DOJ) 辩称，在 Bankman-Fried 的审判中不应考虑 Anthropic 股票的价值，因为这些股票是用 FTX 客户资金购买的。然而，辩方坚称 FTX 从未面临过损失，并且资金一直可用。

Legal Maneuvering Over Anthropic

对人性的法律操纵

The DOJ's proposed 50-year sentence for Bankman-Fried included the view that the Anthropic investment was irrelevant to the trial. But the defense's letter to the court last week suggested that the government's argument is misleading.

美国司法部提议对班克曼-弗里德判处 50 年徒刑，其中包括认为 Anthropic 投资与审判无关。但辩方上周给法庭的信表明，政府的论点具有误导性。

FTX Estate's Recovery Hopes

FTX Estate 的复苏希望

The proceeds from the Anthropic sale are earmarked for creditor restitution, offering a lifeline to those who lost money in FTX's collapse. The deal underscores the estate's ongoing efforts to recover assets and compensate its former clients.

Anthropic 出售的收益专门用于债权人赔偿，为那些在 FTX 倒闭中遭受损失的人提供了生命线。这笔交易突显了该地产正在为追回资产并补偿其前客户而做出的持续努力。