Jane Street单月亏损150亿美元，AI基金暴跌致顶级交易巨头遭遇罕见失利
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Kalshi's crypto business head: The narrative that SBF is a "top-tier VC" is inaccurate; the real mastermind behind it is "AI stock market guru" Leopold.
According to Odaily Odaily, John Wang, head of crypto business at prediction market platform Kalshi, wrote on the X platform that while Sam Bankman-Fried (SBF) is widely considered a "top-tier venture capitalist" who successfully bet on star projects like Anthropic and Cursor, this narrative is inaccurate. The true driving force behind these investments and early-stage resource allocation is actually "AI stock market guru" Leopold Aschenbrenner, not SBF himself. Analysts believe this statement has sparked discussion within the crypto and venture capital communities, once again bringing the question of SBF's influence in early-stage investments in Silicon Valley and the crypto industry to the forefront of public opinion. It is understood that Situational Awareness, the AI fund founded by former OpenAI researcher Leopold Aschenbrenner, has exceeded $20 billion in size, with quantitative giant Jane Street making a rare investment. Situational Awareness has achieved a 270% return this year and a cumulative return of over 1000% since its inception. Its equity bet on Anthropic contributed the most successful returns, accounting for one-fifth of its assets. Outside the public market, Situational Awareness also co-led an investment in AI chipmaker MatX with Jane Street and participated in a new round of financing for AI cloud computing provider Fluidstack.
Leopold Aschbrenner's fund of assets surged to $20 billion, with Anthropic stock comprising 20%.
According to Odaily Odaily, Leopold Aschbrenner's Situational Awareness Fund has achieved a cumulative return of approximately 270% this year, increasing its total assets to $20 billion. The fund currently holds approximately 20% of Anthropic's assets, and its investors include renowned quantitative trading firm Jane Street. (WSJ)
"Huang Renxun's Choice" and "Wall Street AI Stock God" have three consensus stocks, all of which are AI cloud platform companies.
According to BlockBeats, on June 3rd, BlockBeats compiled a comprehensive overview of the tradable assets within NVIDIA AI Factory, founded by AI guru Jensen Huang. The chart shows three companies with "priority tracking" status that overlap with the Q1 holdings of Situational Awareness LP, owned by 25-year-old Wall Street AI stock market guru Leopold Aschenbrenner. These are three AI cloud/data center infrastructure companies: CRWV, NBIS, and IREN. Specifically, Situational Awareness LP increased its holdings in CRWV by $556 million worth of common stock and $141 million worth of call options in Q1; NBIS holds shares worth over $2 billion, and IREN holds shares worth $400 million. It's worth noting that all three companies have achieved impressive performance this year, with gains of 74%, 216%, and 73%, respectively.
Jane Street plans to build a new data center to address the growing scarcity of computing power.
PANews reported on June 5th, citing Bloomberg, that high-frequency trading giant Jane Street plans to build its own data center to meet its expanding operational needs as computing resources become increasingly scarce. The company is in preliminary talks with several companies in the technology, crypto, and financial industries; the specific capacity and location of the new facility have not yet been determined. Jane Street currently obtains computing power through its Dallas data center and cloud service providers such as CoreWeave. Jane Street seeks to increase its computing capacity tenfold, currently running tens of thousands of GPUs and soon to hundreds of thousands. The new facility can be used to train internal AI models to predict asset prices. The company's co-head of technology stated that innovation and experimentation are limited by available computing power. Jane Street is seeking additional computing power to support longer-term, riskier position trading.
Leopold Aschenbrenner only established positions in three small-cap stocks with a market capitalization of less than $1 billion in Q1, and all of them have seen gains of over 130% since April.
According to Odaily Odaily, based on monitoring by blockchain analyst Ai Yi, Leopold Aschenbrenner's Situational Awareness Fund only established positions in three small-cap stocks with a market capitalization of less than $1 billion in Q1, all of which have seen gains exceeding 130% since April. The three stocks are T1 Energy Inc. (up 140.5%), SharonAI Holdings (up 233.6%), and HIVE Digital Technologies (up 137.9%), all belonging to the AI infrastructure sector, covering power energy, cloud computing, and digital infrastructure, aligning with its core philosophy of "long on the physical bottlenecks of AI development." Due to Leopold's influence, the three stocks also saw varying degrees of increase on the day their 13F filings were released.
Leopold, the self-proclaimed "son of US stock market analysis," turns off the lights and eats instant noodles, while his US stock holdings experience a broad decline.
According to BlockBeats, on May 28th, Bitget market data showed that 25-year-old Wall Street AI stock guru Leopold Aschenbrenner experienced a significant drop in his portfolio after the market opened, with all holdings declining. Specifically: SanDisk (SNDK) fell 0.6%; IREN fell 4.6%; CleanSpark (CLSK) fell 2.7%; Riot rose 1.4%; CORZ fell 0.12%; and CRWV fell 0.1%. Furthermore, his newly added Q1 holdings, TE, fell 2.37% and HIVE, fell 2.69%.