FTX Didn’t Just Collapse: It Walked Away From a Potential $100 Billion Portfolio

• Crypto Rover said FTX’s investment portfolio could be worth more than $100 billion today if the exchange had not collapsed.
• The biggest missed upside came from Anthropic, where FTX’s old 8% stake could now be worth about $88 billion at a $1.1 trillion valuation.
• FTX also exited positions in Robinhood, Cursor, and SUI long before those assets reached much higher values.

FTX did not only implode under the weight of fraud and misuse of customer funds. It also left behind what may have become one of the most valuable mixed crypto and tech portfolios in the market.

FTX’s collapse is usually framed around missing customer assets, courtroom fallout, and the destruction of trust across crypto. A new angle pushed by Crypto Rover now highlights something else: the exchange may also have walked away from a portfolio that could be worth more than $100 billion today.

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