# Сопутствующие статьи по теме Fund

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Fund", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

SBF's Protege Turns $225 Million into $5.5 Billion in One Year

Leopold Aschenbrenner, a 24-year-old former member of FTX’s Future Fund team and later an OpenAI researcher, has become one of the most talked-about figures in AI investing. His fund, Situational Awareness LP, grew its publicly disclosed holdings from $225 million in Q4 2024 to $5.5 billion by Q4 2025—an extraordinary surge in just one year. After graduating top of his class from Columbia University, Aschenbrenner worked at FTX until its collapse. He then joined OpenAI’s Superalignment team but was fired in 2024 following internal disputes over AI safety. Shortly after, he published a influential 165-page essay, "Situational Awareness: The Decade Ahead," which laid the groundwork for his AI-focused investment fund. Situational Awareness LP’s strategy is highly concentrated, with 86% of its portfolio in its top ten holdings. The fund avoids popular AI application plays, instead targeting upstream infrastructure—especially energy, computing, optical communications, and storage. Its largest position is in Bloom Energy, whose stock has surged over 10x since late 2024. The fund also holds several Bitcoin mining companies, including Core Scientific and Bitdeer, betting on their pivot to AI compute rather than crypto. Aschenbrenner’s trajectory mirrors—yet diverges from—that of SBF, his former FTX associate. While SBF faced legal downfall, Aschenbrenner repositioned himself at the forefront of AI investing, turning disruption into opportunity.

marsbit03/05 07:31

SBF's Protege Turns $225 Million into $5.5 Billion in One Year

marsbit03/05 07:31

SBF's Protege Turns $225 Million into $5.5 Billion in One Year

Leopold Aschenbrenner, a 24-year-old former member of FTX’s Future Fund team and later an OpenAI employee, has become one of the most talked-about figures in AI investing. His fund, Situational Awareness LP, grew its publicly disclosed holdings from $255 million in Q4 2024 to $5.5 billion by Q4 2025—an extraordinary surge in just one year. Aschenbrenner, who graduated top of his class from Columbia University, was involved in the effective altruism movement, much like SBF. After FTX’s collapse, he joined OpenAI’s Superalignment team but was fired in 2024 over internal disagreements regarding AI safety. Shortly after, he published a influential 165-page essay on AI and the path to superintelligence, which led him to establish his AI-focused investment fund. Situational Awareness LP’s strategy is highly concentrated, with 86% of its portfolio in its top ten holdings. It focuses on upstream AI infrastructure—such as energy, computing power, and hardware—rather than application-layer companies. Notable positions include Bloom Energy (which saw a 10x gain), several Bitcoin mining firms transitioning to AI compute (like Core Scientific and Bitdeer), and a short position on Infosys, betting AI will replace IT outsourcing. Aschenbrenner’s story mirrors that of other brilliant young figures in tech and finance, but unlike SBF—now imprisoned—he has pivoted successfully into the AI boom, turning disruption into opportunity.

Odaily星球日报03/05 07:28

SBF's Protege Turns $225 Million into $5.5 Billion in One Year

Odaily星球日报03/05 07:28

Paradigm's New Arithmetic: When Crypto Can't Hold $12.7 Billion, AI Becomes the Answer

Paradigm, a major crypto-focused VC managing $12.7 billion in assets, is raising a new $1.5 billion fund to expand into AI, robotics, and frontier tech. This shift follows a contraction in its crypto-only strategy—its third fund was $850 million, down from $2.5 billion in 2021—reflecting a lack of sufficiently large and early-stage crypto opportunities. The 2022 FTX collapse, which cost Paradigm $278 million, prompted internal reevaluation. By 2023, the firm had quietly removing “crypto” and “Web3” from its website, signaling a broader investment focus. Co-founder Matt Huang later clarified that Paradigm remains excited about crypto but sees AI as too significant to ignore. Paradigm’s move isn’t a full pivot to AI; rather, it targets the intersection of AI and crypto. Investments like $50 million in AI infrastructure firm Nous Research and the development of Tempo—a stablecoin payment platform—highlight this strategy. The firm believes AI agents will require programmable money and on-chain execution, creating synergies between both fields. The new fund also serves a narrative purpose: offering LPs a compelling growth story amid crypto’s concentration of capital and AI’s dominance in venture funding (61% of global VC investments in 2025). Paradigm aims to leverage its crypto expertise to capture value at the convergence of AI and decentralized technologies.

marsbit02/28 04:16

Paradigm's New Arithmetic: When Crypto Can't Hold $12.7 Billion, AI Becomes the Answer

marsbit02/28 04:16

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