FTX Estate 將出售數十億美元的人工智慧投資

Will the FTX Estate Cash Out on AI Bet?

FTX 莊園會在 AI 賭注上兌現嗎？

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 等華爾街重量級公司正在斥資數百萬美元收購 FTX 在人工智慧新創公司 Anthropic 中的大部分股權。該交易價值 8.84 億美元，佔三分之二股份，意味著 Anthropic 的股權估值將超過 10 億美元。

Who's the Biggest Buyer?

誰是最大買家？

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

由阿聯酋主權財富基金Mubadala支持的ATIC Third International Investment Co.是主要投資者，購買了價值近5億美元的股票。

Jane Street Resurfaces

簡街重現

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，目前投資近 1 億美元。該公司的定量研究主管 Craig Falls 也將收購價值 2,000 萬美元的股票。

Fidelity Joins the Fray

富達加入戰局

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.

由富達投資 (Fidelity Investments) 管理的基金總共增持了 4,400 萬美元的 Anthropic 股份。創投公司 HOF Capital 和福特基金會也參與其中。

FTX's Equity Play Pays Off

FTX 的股權投資獲得回報

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5億美元收購了Anthropic 8%的股份。現在，隱含估值顯示回報率接近三倍，破產財產可能會實現 1.8 倍的出售收益。

FTT Surges on Anthropic Optimism

FTT 因人為樂觀而飆升

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

Anthropic 交易宣布後，FTX 的原生代幣 FTT 上漲了 15%，顯示投資者對破產財產的資產管理充滿信心。

Anthropic's Value in Question

人擇的價值受到質疑

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，美國司法部 (DOJ) 辯稱，在 Bankman-Fried 的審判中不應考慮 Anthropic 股票的價值，因為這些股票是用 FTX 客戶資金購買的。然而，辯方堅稱 FTX 從未面臨過損失，並且資金一直可用。

Legal Maneuvering Over Anthropic

對人性的法律操縱

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.

美國司法部提議對班克曼-弗里德判處 50 年徒刑，其中包括認為 Anthropic 投資與審判無關。但辯方上週給法院的信件表明，政府的論點具有誤導性。

FTX Estate's Recovery Hopes

FTX Estate 的復甦希望

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 出售的收益專門用於債權人賠償，為那些在 FTX 倒閉中遭受損失的人提供了生命線。這筆交易突顯了該房產正在為追回資產並補償其前客戶而做出的持續努力。