Behind SBF's $80 billion loss: How AI and Solana's rise are reshaping the crypto wealth landscape?

If time could be turned back, Sam Bankman-Fried (SBF) might have preferred never to touch user funds from FTX. This former crypto genius, known for his exceptional investment acumen, is now being repeatedly referenced by the market in a somewhat ironic way. As the AI boom continues to ferment and parts of the blockchain ecosystem recover, the early investments SBF made before his arrest—if still held—would now be worth over $80 billion.

This unrealized wealth not only includes unicorns in the artificial intelligence space but also one of his most successful bets in the cryptocurrency field—Solana (SOL). Ironically, it was his misappropriation of FTX customer funds that led to the collapse of this massive digital empire and directly triggered the crash of FTX’s native token, FTT. As of February 14, 2026, looking back from this moment, every corner of this “undeveloped wealth” is filled with dramatic rises and falls.

Missed AI Boom: Anthropic’s $70 Billion Bet

Among all the missed fortunes, the most lamented by the market is the investment in AI company Anthropic. SBF personally and through his affiliated entities invested $500 million in Anthropic. As generative AI sweeps the globe, Anthropic’s valuation has recently skyrocketed.

According to the latest industry data, Anthropic’s valuation in the most recent funding round has soared to $380 billion. This means that SBF’s initial $500 million investment has now ballooned to approximately $70 billion. This amount could have been enough to cover most of FTX’s creditor losses with a significant surplus, but now this equity has been transferred or sold in bankruptcy proceedings to cover gaps. SBF personally invested in a company that could have made him one of the world’s top billionaires, yet he destroyed it with fraudulent actions himself.

SOL’s Comeback and FTT’s Final Chapter

If Anthropic represents the future of technology, then Solana (SOL) embodies SBF’s deep understanding of blockchain infrastructure. When SOL was priced around $8, SBF accumulated a position worth $60 million through various channels. If held until now, this wealth’s peak value would have exceeded $2.1 billion.

Latest Market Performance of SOL

Despite the bull-bear cycle, Solana remains one of the highest throughput Layer 1 blockchains. According to Gate Market Data, as of February 14, 2026, SOL’s price is $84.86, with a 24-hour trading volume of $45.28 million, a market cap of $48.07 billion, and a market share of 2.12%. Over the past 24 hours, as market sentiment warmed, SOL’s price changed by +7.64%.

From a technical perspective, SOL is currently testing the support level at $77.86. If it can hold this level, it may attempt to retest the 24-hour high of $85.62. For long-term investors, SBF’s initial cost of $8 was undoubtedly a “diamond bottom,” but this wealth has long since vanished with judicial confiscation.

The Regret of FTT

In contrast, SBF’s own creation, FTX Token (FTT), became the victim of this tragedy. With FTX’s collapse, FTT’s value plummeted. As of February 14, 2026, FTT’s price is $0.3512, with a 24-hour trading volume of $21,690, and a market cap of only $115.17 million. Although it increased by +3.29% in the past 24 hours, compared to its all-time high of $84.18, it has fallen over 99%. For FTT holders, this is no longer a wealth story but a warning sign of bankruptcy liquidation.

Hidden Treasures: Sui and Robinhood’s Ups and Downs

Beyond the major holdings, SBF’s investment portfolio also extends to Sui and Robinhood.

• Mysten Labs (Sui): SBF invested $100 million in Mysten Labs, the developer of Sui. With the launch of Sui’s mainnet and ecosystem development, this investment’s value once exceeded $800 million. Although recent market corrections have put significant pressure on altcoins, compared to the initial cost, it remains an extremely successful investment.
• Robinhood Shares: Through acquisitions and personal holdings, SBF once owned about 7.5% of Robinhood. As Robinhood expands in crypto trading, this stake is now valued at approximately $10 billion.

The Other Side of Wealth: Compliance and Risk Management

This $80 billion “undeveloped wealth” is more like a delayed necropsy report for SBF, who is currently serving time in prison. His story sends a clear message to the crypto industry: even with top-tier investment insight, without compliance and rigorous risk management, everything can end in zero.

At Gate, we firmly believe that the prosperity of the crypto industry depends not only on technological innovation but also on rule adherence. SBF’s successful bet on SOL proves the long-term value of quality assets; his misappropriation of funds leading to FTX’s collapse and FTT’s zero value serve as warnings about transparency and compliance.

For ordinary investors, rather than envying SBF’s unrealized paper wealth, it’s better to focus on the present. According to Gate data predictions, if SOL can break through current resistance zones, it is expected to fluctuate between $67.88 and $96.72 in 2026. In the long run, as ecosystem applications land, the price could reach $149.14 by 2031, with potential returns not to be underestimated. As for FTT, its future largely depends on the progress of bankruptcy liquidation, with speculative attributes far outweighing investment value.