跳到主要内容The "Private Equity Supercycle"
Look at the data.
Public markets: +8% YoY.
Private Unicorn Index: +24% YoY.
The alpha has migrated. It left the NYSE and went to private deals.
Case in point: SBF put $500M into Anthropic in 2021 for ~8%.
FTX bankruptcy estate panic-sold it for