Why Did VCs Like Sequoia Choose Not to Appoint a Board of Directors for FTX?

Year

2025

Services

Strategic Decision Analysis

Client

People Who Were Wondering Abot FTX Case

/ Achievements


Based on the article about FTX, here is a summary of My achievement using the STAR format:



S: Situation
In the wake of the FTX collapse, the decision by venture capital firms like Sequoia not to appoint a board of directors was widely seen as a reckless and misguided move, raising many questions about their strategies.

T: Task
My task was to provide a deep strategic analysis that went beyond surface-level perceptions and to prove that the decision was not gambling but a calculated strategic step aimed at risk management.

A: Action

I challenged conventional wisdom by providing a blended critical analysis linking the VCs' decision to specific strategic objectives. This analysis was structured into two components:



Qualitative Analysis

  • Strategy and Motivation:

    My article discusses the VCs' motivation for not appointing a board as a "calculated move" aimed at Preserving Innovation and Containing Risk.


  • Risk Philosophy:

    It emphasizes that the risk being taken is "Strategic Risk: Why It's Not Gambling and explains the VCs' philosophy of transforming risk into an opportunity.


  • Governance vs. Speed:

    It introduces the qualitative idea that boards can slow down decision-making and hinder creativity in a fast-moving market like crypto.


Quantitative Analysis

The article contains one clear point of quantitative analysis used to support the "Risk Containment" argument:

  • Financial Loss Containment:

    I mentioned that Sequoia's loss in FTX would be approximately 0.25% of their total assets, which are stated as $85 billion.

    • This figure (0.25%) represents a numerical metric used to support the qualitative argument that the investors had a "predefined" loss threshold that they could financially afford.


Conclusion:

The article offers a strong strategic (Qualitative) analysis supported by a single financial metric (Quantitative) regarding risk containment.


R: Result

The result was a comprehensive article that introduced a new perspective on the case, showing that the investors' decision was based on advanced strategic thinking.

This achievement demonstrates my ability to perform critical analysis, challenge common assumptions, and provide valuable insights into complex fields like venture capital.



The organelle article link in Medium :

/ Other Cases


And there are other cases that demonstrate my Quantitative Analysis, Qualitative Analysis, and Advanced analytical skills in action:


Real life case link:

/ skills



Summary of My Core Skills


Based on my analysis in this article, I demonstrate the following key skills:


  • Analyze Complex Strategic Decisions:

I don't simply describe events, like the absence of a board of directors; I delve into the underlying reasons for such decisions to reveal their strategic purpose, whether it's to preserve innovation or contain risk.


  • Critical Thinking:

I look beyond the surface of a situation. When a decision may seem reckless, I use logic and analysis to provide a different, more comprehensive explanation of the calculated motives behind it.


  • Quantitative Analysis.


  • Qualitative Analysis.


  • Data-Driven Insight:

I have a strong ability to extract insights from data. I connect complex decisions, such as a VC firm's investment strategy, with their core risk philosophy, which requires a high level of insight and analysis.


  • Communication and Explanatory Writing:

I succeeded in simplifying a complex and controversial topic. I organized the article with clear headings and a logical sequence of arguments, making the ideas easy for the reader to understand, which reflects my high skill in communicating information effectively.



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Why Did VCs Like Sequoia Choose Not to Appoint a Board of Directors for FTX?

Year

2025

Services

Strategic Decision Analysis

Client

People Who Were Wondering Abot FTX Case

/ Achievements


Based on the article about FTX, here is a summary of My achievement using the STAR format:



S: Situation
In the wake of the FTX collapse, the decision by venture capital firms like Sequoia not to appoint a board of directors was widely seen as a reckless and misguided move, raising many questions about their strategies.

T: Task
My task was to provide a deep strategic analysis that went beyond surface-level perceptions and to prove that the decision was not gambling but a calculated strategic step aimed at risk management.

A: Action

I challenged conventional wisdom by providing a blended critical analysis linking the VCs' decision to specific strategic objectives. This analysis was structured into two components:



Qualitative Analysis

  • Strategy and Motivation:

    My article discusses the VCs' motivation for not appointing a board as a "calculated move" aimed at Preserving Innovation and Containing Risk.


  • Risk Philosophy:

    It emphasizes that the risk being taken is "Strategic Risk: Why It's Not Gambling and explains the VCs' philosophy of transforming risk into an opportunity.


  • Governance vs. Speed:

    It introduces the qualitative idea that boards can slow down decision-making and hinder creativity in a fast-moving market like crypto.


Quantitative Analysis

The article contains one clear point of quantitative analysis used to support the "Risk Containment" argument:

  • Financial Loss Containment:

    I mentioned that Sequoia's loss in FTX would be approximately 0.25% of their total assets, which are stated as $85 billion.

    • This figure (0.25%) represents a numerical metric used to support the qualitative argument that the investors had a "predefined" loss threshold that they could financially afford.


Conclusion:

The article offers a strong strategic (Qualitative) analysis supported by a single financial metric (Quantitative) regarding risk containment.


R: Result

The result was a comprehensive article that introduced a new perspective on the case, showing that the investors' decision was based on advanced strategic thinking.

This achievement demonstrates my ability to perform critical analysis, challenge common assumptions, and provide valuable insights into complex fields like venture capital.



The organelle article link in Medium :

/ Other Cases


And there are other cases that demonstrate my Quantitative Analysis, Qualitative Analysis, and Advanced analytical skills in action:


Real life case link:

/ skills



Summary of My Core Skills


Based on my analysis in this article, I demonstrate the following key skills:


  • Analyze Complex Strategic Decisions:

I don't simply describe events, like the absence of a board of directors; I delve into the underlying reasons for such decisions to reveal their strategic purpose, whether it's to preserve innovation or contain risk.


  • Critical Thinking:

I look beyond the surface of a situation. When a decision may seem reckless, I use logic and analysis to provide a different, more comprehensive explanation of the calculated motives behind it.


  • Quantitative Analysis.


  • Qualitative Analysis.


  • Data-Driven Insight:

I have a strong ability to extract insights from data. I connect complex decisions, such as a VC firm's investment strategy, with their core risk philosophy, which requires a high level of insight and analysis.


  • Communication and Explanatory Writing:

I succeeded in simplifying a complex and controversial topic. I organized the article with clear headings and a logical sequence of arguments, making the ideas easy for the reader to understand, which reflects my high skill in communicating information effectively.



Back

Why Did VCs Like Sequoia Choose Not to Appoint a Board of Directors for FTX?

Year

2025

Services

Strategic Decision Analysis

Client

People Who Were Wondering Abot FTX Case

/ Achievements


Based on the article about FTX, here is a summary of My achievement using the STAR format:



S: Situation
In the wake of the FTX collapse, the decision by venture capital firms like Sequoia not to appoint a board of directors was widely seen as a reckless and misguided move, raising many questions about their strategies.

T: Task
My task was to provide a deep strategic analysis that went beyond surface-level perceptions and to prove that the decision was not gambling but a calculated strategic step aimed at risk management.

A: Action

I challenged conventional wisdom by providing a blended critical analysis linking the VCs' decision to specific strategic objectives. This analysis was structured into two components:



Qualitative Analysis

  • Strategy and Motivation:

    My article discusses the VCs' motivation for not appointing a board as a "calculated move" aimed at Preserving Innovation and Containing Risk.


  • Risk Philosophy:

    It emphasizes that the risk being taken is "Strategic Risk: Why It's Not Gambling and explains the VCs' philosophy of transforming risk into an opportunity.


  • Governance vs. Speed:

    It introduces the qualitative idea that boards can slow down decision-making and hinder creativity in a fast-moving market like crypto.


Quantitative Analysis

The article contains one clear point of quantitative analysis used to support the "Risk Containment" argument:

  • Financial Loss Containment:

    I mentioned that Sequoia's loss in FTX would be approximately 0.25% of their total assets, which are stated as $85 billion.

    • This figure (0.25%) represents a numerical metric used to support the qualitative argument that the investors had a "predefined" loss threshold that they could financially afford.


Conclusion:

The article offers a strong strategic (Qualitative) analysis supported by a single financial metric (Quantitative) regarding risk containment.


R: Result

The result was a comprehensive article that introduced a new perspective on the case, showing that the investors' decision was based on advanced strategic thinking.

This achievement demonstrates my ability to perform critical analysis, challenge common assumptions, and provide valuable insights into complex fields like venture capital.



The organelle article link in Medium :

/ Other Cases


And there are other cases that demonstrate my Quantitative Analysis, Qualitative Analysis, and Advanced analytical skills in action:


Real life case link:

/ skills



Summary of My Core Skills


Based on my analysis in this article, I demonstrate the following key skills:


  • Analyze Complex Strategic Decisions:

I don't simply describe events, like the absence of a board of directors; I delve into the underlying reasons for such decisions to reveal their strategic purpose, whether it's to preserve innovation or contain risk.


  • Critical Thinking:

I look beyond the surface of a situation. When a decision may seem reckless, I use logic and analysis to provide a different, more comprehensive explanation of the calculated motives behind it.


  • Quantitative Analysis.


  • Qualitative Analysis.


  • Data-Driven Insight:

I have a strong ability to extract insights from data. I connect complex decisions, such as a VC firm's investment strategy, with their core risk philosophy, which requires a high level of insight and analysis.


  • Communication and Explanatory Writing:

I succeeded in simplifying a complex and controversial topic. I organized the article with clear headings and a logical sequence of arguments, making the ideas easy for the reader to understand, which reflects my high skill in communicating information effectively.



Back