If Sam Bankman-Fried's FTX didn't liquidate its investments following the collapse, it would still hold:

• Solana: $7.0 billion (35x)
• SpaceX: $15.1 billion (75x)
• Cursor: $3 billion (15,000x)
• Robinhood: $6.7 billion (11x)
• Anthropic: $170.5 billion (340x)
• Genesis Digital: $3.5 billion (3x)

Estimated Portfolio Value: $206,000,000,000

Imagine translating those themes into crypto today.

🥇 $SOL - blockchain + financial infrastructure
🥈 $TAO - decentralized AI
🥉 $RENDER - decentralized GPU infrastructure

The next big winners probably won't come from yesterday's narratives.

They'll come from the infrastructure powering the next decade.

👀 I'm watching these 3 early.