Temasek Singapore thiệt hại 275 triệu USD do FTX, tạm thời chưa chạm vào các khoản đầu tư tiền mã hóa

Singapore’s sovereign wealth fund Temasek Holdings announced that due to the collapse of FTX, it has incurred approximately USD 27.5 billion in investment losses, and due to the uncertainty in the crypto regulatory environment, it will not make direct crypto investments in the short term; meanwhile, the company plans to increase AI investments over the next five years, aiming to raise the proportion of AI investments from 6% in Q1 2026 to 15% by 2031.

Background of the USD 27.5 billion loss from FTX and the suspension of crypto investments

According to reports, the main reasons for Temasek’s suspension of direct crypto investments are as follows:

FTX Investment Losses: After FTX’s bankruptcy in 2022, Temasek ultimately recognized an investment loss of about USD 27.5 billion.

Regulatory Uncertainty: The FTX incident exposed insufficient consumer protection in Singapore, prompting the Monetary Authority of Singapore (MAS) to tighten crypto regulations, leading to increased compliance costs and slower licensing processes.

Unpredictable Regulatory Trends: Nagi Hamiyeh stated that it is impossible to predict the final role of cryptocurrencies in the global economy, as it depends on how future regulations in various countries evolve.

Temasek’s AI Investment Plan: From 6% to 15%

According to Temasek’s announcement, the AI investment strategy is as follows: over the next five years (2026 to 2031), the proportion of AI company investments will be increased from 6% in Q1 2026 to 15%; the focus is on companies capable of “real-world application,” rather than pursuing cutting-edge AI models.

Nagi Hamiyeh stated that not all application scenarios require the most advanced AI models, “the key point in the future lies in deploying applications; the market will prioritize companies that can grasp AI technology and thereby create competitive advantages.”

He also mentioned that the AI investment cycle has just begun and will continue for decades, but some AI sectors are already overvalued relative to fundamentals, so caution is necessary; all these are Hamiyeh’s personal opinions.

Frequently Asked Questions

Will Temasek permanently exit crypto investments?

According to Nagi Hamiyeh, Temasek currently has no direct crypto investments and cannot predict the ultimate role of cryptocurrencies in the global economy, as it depends on how regulations in various countries evolve; he stated that “in the short term,” it will not make direct investments, but this does not mean a permanent exit. Specific investment decisions will be based on official Temasek announcements.

What is Temasek’s AI investment target, and when will it be achieved?

According to Temasek’s announcement, the company aims to increase AI investment proportion to 15% by 2031, up from 6% in Q1 2026, an increase of about 9 percentage points over five years. The company stated that the AI investment cycle has just started and will last for decades. The specific proportion will be disclosed in Temasek’s periodic financial reports.

How much did Temasek lose in the FTX incident, and what impact did it have on Singapore?

Reports indicate that Temasek recognized an investment loss of about USD 27.5 billion following FTX’s bankruptcy in 2022. The incident exposed deficiencies in consumer protection in Singapore, prompting MAS to tighten crypto regulations, which led to increased compliance costs and slower licensing processes.