techvaluations

Capital is concentrating at extreme scales as crypto firms deploy balance sheet strength to exploit valuation disconnects while tech giants face mathematically impossible revenue hurdles to justify trillion-dollar market caps.

Galaxy Digital authorized a $200 million share repurchase following an 18% price surge, signaling that crypto equities trade below intrinsic value despite maintaining $2.6 billion in liquidity—directly contrasting with the "impossible math" facing trillion-dollar tech giants requiring up to $2.2 trillion in annual revenues by 2030. Simultaneously, $200 million in growth capital flows to MrBeast's content empire, illustrating capital's dual function: funding expansion in proven cash-flow engines while crypto-native firms buy back stock, arbitraging the market's failure to price digital asset exposure against legacy tech's unsustainable multiples.

These maneuvers reveal a stark bifurcation where crypto equities remain deep value plays while mega-cap tech demands fantasy growth trajectories. Galaxy's buyback demonstrates institutional confidence in crypto's underlying viability despite Q4 losses, potentially establishing precedent for other undervalued digital asset firms to prioritize shareholder returns over dilutive expansion during market dislocations.

Expect accelerated share buyback programs across crypto equities as firms leverage strong balance sheets to close valuation gaps, while capital flees revenue-impossible tech valuations toward cash-generative digital asset infrastructure and scalable creator economies.

#CryptoMarkets #ValuationDisconnect #CapitalAllocation #DigitalAssets #TechValuations
(Sources: multiple)

Anthropic’s Meteoric Rise and the Crypto Collapse That Funded It

Forget an Apple acquisition: Anthropic just raised $13 billion at a US$183B valuation, making it the 4th most valuable private company on earth 😳

That’s 3x higher than just 18 months ago.

And puts the AI startup ahead of Stripe, Databricks, and Revolut.

Here’s the current leaderboard:

1️⃣ SpaceX - $400B
2️⃣ ByteDance - $330B
3️⃣ OpenAI - $300B
4️⃣ Anthropic - $183B
5️⃣ xAI - $113B

Anthropic’s growth has been nothing short of amazing:

→ Revenue run-rate jumped from $1B to $5B in 8 months.
→ Claude Code alone is pulling $500 million ARR.
→ 300,000 business customers across finance, health, and enterprise IT.

But here comes the wild part.

FTX once bought 8% of Anthropic for $500M.

It sold during bankruptcy for $884M.

That same stake is now worth a whopping $14.6B 🤯

Turns out, the biggest collapse in crypto history accidentally backed one of AI’s biggest winners.

Fate indeed does have a wicked sense of humor, or how else would you explain FTX backing a $183B AI giant?

#Write2Earn #AIFuture #TechValuations