Investment is investment, FTX is FTX, SBF is SBF—these three are not entirely one entity.
The core issue of the Ship of Theseus lies in the conflict between "continuity" and "essence." When mapped to the relationship between FTX and Backpack, it involves the deconstruction and rebirth of the ship's structure, the paradox of market identity recognition, and whether the navigation goals diverge.
In the gray area of resource reorganization and brand inheritance, Backpack is now attempting to sail as a "patched-up ship," while the wreckage of FTX still floats in the waves of bankruptcy. Currently, there is both competition and inheritance.
As for SBF himself, there is certainly a sense of lament, but the sailors who accompanied this captain and were buried under the reefs are now silent corpses.
So, here's the question: faced with such a non-consensus opportunity with odds, will you take the gamble?
Looking back, FTX's initial investments were ahead of their time, but due to FTX's bankruptcy liquidation, they couldn't be sold. Sui was sold for $96 million, with a peak market value of $4.6 billion. Anthropic was sold for $900 million, now valued at $3 billion. The most regrettable was the seed round lead investment in Cursor, forced to sell for $200,000, now valued at $500 million. SBF lamented in prison: The world continues to move forward, while I am mercilessly left behind.
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