SteeperBasket
5.7K posts

SteeperBasket
@0xSteeper
Angel Investor & Asset Manager Investing in some of your favorite Web3 protocols | Running @0xPLTFRM










Just dropped my first single name equity research! Right now, AI is bottlenecked everywhere: optics, networking, power… But not all constraints are equal. Power is the one that’s slowest to scale. $IREN has ~4.5GW and has only monetized a small part of it. Im bullish and wrote a quick thesis on it. Link below.

Forbes: SBF’s Early VC Bets Could Have Been Worth an Extra $100 billion Forbes reported that Sam Bankman-Fried’s early venture portfolio is being reassessed, estimating he could have been roughly $100 billion richer if he had not ended up in prison after FTX’s collapse. The portfolio included stakes in companies such as Anthropic, SpaceX, Robinhood, and AI coding tool Cursor, with Cursor recently valued around $60 billion and Anthropic nearing $90 billion. Much of the portfolio was later liquidated by FTX’s bankruptcy attorneys at valuations far below where some positions trade today, as the estate sold assets to repay creditors.









