**Situational Awareness, the AI-focused hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, faced a sharp liquidity crisis in late July 2026 after leveraged bets on AI infrastructure stocks triggered margin calls and steep losses.** The fund sold its entire public-equity book—longs and shorts worth roughly $16–20 billion—to Ken Griffin’s Citadel in a single block trade at a discount, slashing assets under management from peaks near $45 billion to around $10 billion while retaining private holdings such as a multi-billion-dollar Anthropic stake. Aschenbrenner took responsibility in an investor letter, pledged to operate without leverage going forward, and vowed to “fight another day.” Since then the firm has continued as a private vehicle, added a $400 million position in chip startup Source Foundry in August, and switched prime brokerage to Clear Street in September. Traders weigh these signs of stabilization and ongoing private-market activity against the earlier forced unwind and lock-up expirations when assessing any near-term wind-down announcement.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado$158,754 Vol.
31 de diciembre
5%
$158,754 Vol.
31 de diciembre
5%
A conversion to a family office or proprietary vehicle, or a distribution of assets in kind to investors, will qualify if all outside investor capital is returned or announced to be returned. A transition of all assets to a liquidating trust or special purpose vehicle will qualify if that vehicle is announced to accept no new outside capital.
A consensus of credible reporting that Situational Awareness has ceased operations, that Situational Awareness LP has been wound down, or that all outside investor capital in Situational Awareness LP has been returned, will also qualify to resolve this market to "Yes".
The following will not qualify: closing the fund to new investors; redemption gates or suspensions; redemptions made under existing lockup terms; the liquidation of positions, a strategy, or a portfolio without a wind-down of the fund; partial redemptions; or a renamed, successor, continuation, or rollover vehicle that continues to accept outside capital.
Once a qualifying announcement occurs, a subsequent decision to continue operations will not change the resolution of this market.
The resolution source for this market will be official information from Situational Awareness, including any withdrawal of investment adviser registration filed with the SEC; however, a consensus of credible reporting may also be used.
Mercado abierto: Jul 30, 2026, 4:00 PM ET
Resolver
0x65070BE91...A conversion to a family office or proprietary vehicle, or a distribution of assets in kind to investors, will qualify if all outside investor capital is returned or announced to be returned. A transition of all assets to a liquidating trust or special purpose vehicle will qualify if that vehicle is announced to accept no new outside capital.
A consensus of credible reporting that Situational Awareness has ceased operations, that Situational Awareness LP has been wound down, or that all outside investor capital in Situational Awareness LP has been returned, will also qualify to resolve this market to "Yes".
The following will not qualify: closing the fund to new investors; redemption gates or suspensions; redemptions made under existing lockup terms; the liquidation of positions, a strategy, or a portfolio without a wind-down of the fund; partial redemptions; or a renamed, successor, continuation, or rollover vehicle that continues to accept outside capital.
Once a qualifying announcement occurs, a subsequent decision to continue operations will not change the resolution of this market.
The resolution source for this market will be official information from Situational Awareness, including any withdrawal of investment adviser registration filed with the SEC; however, a consensus of credible reporting may also be used.
Resolver
0x65070BE91...**Situational Awareness, the AI-focused hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, faced a sharp liquidity crisis in late July 2026 after leveraged bets on AI infrastructure stocks triggered margin calls and steep losses.** The fund sold its entire public-equity book—longs and shorts worth roughly $16–20 billion—to Ken Griffin’s Citadel in a single block trade at a discount, slashing assets under management from peaks near $45 billion to around $10 billion while retaining private holdings such as a multi-billion-dollar Anthropic stake. Aschenbrenner took responsibility in an investor letter, pledged to operate without leverage going forward, and vowed to “fight another day.” Since then the firm has continued as a private vehicle, added a $400 million position in chip startup Source Foundry in August, and switched prime brokerage to Clear Street in September. Traders weigh these signs of stabilization and ongoing private-market activity against the earlier forced unwind and lock-up expirations when assessing any near-term wind-down announcement.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado



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