Kalshi Head of Crypto Business: SBF is a “Top VC” The narrative is not accurate, the “AI stock god” Leopold is really behind the scenes

Comparing news, John Wang, head of the crypto business at the prediction market platform Kalshi, posted an article on the X platform saying that outsiders generally believe that Sam Bankman-Fried (SBF) is the “top venture capital investor” and has successfully bet on star projects such as Anthropic and Cursor, but this narrative is not accurate. The “core behind the scenes” that actually drove the relevant investment layout and early resource allocation was actually “AI stock god” Leopold Aschenbrenner, not SBF himself.

Analysts believe that the statement sparked discussions in the crypto and venture capital circles, and once again brought the question of the ownership of SBF's early investment influence in Silicon Valley and the crypto industry to the focus of public opinion. According to reports, the AI fund Situational Awareness, founded by former OpenAI researcher Leopold Aschenbrenner, has surpassed 20 billion US dollars, and quantitative giant Jane Street (Jane Street) has infused rare capital. Situational Awareness's annual yield reached 270%, with cumulative revenue exceeding 1000% since inception. Staking bets on Anthropic contributed to the most successful return, accounting for one-fifth of the assets. In addition to the open market, Situational Awareness also co-led an investment in AI chip company MatX and participated in a new round of financing for AI cloud computing company Fluidstack.

This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)