US gov just fumbled a $3.3B bag on $ANTH shares 🤦♂️
Here's the timeline:
2022: FTX buys Anthropic for $50M
2025 Oct: US gov sells seized shares for $627M
2025 Nov: $ANTH IPO incoming at $1.5T valuation
Those same shares? Now worth $3.94B. That's a 6x miss in under a year.
FTX creditors watching this like 👁️👄👁️
Meanwhile, 9 accredited investors who scooped up the resale are about to print. Classic gov timing - sell the bottom, miss the rip.
IPO szn gonna be wild. $ANTH could be the next mega cap AI play if they execute.
Here's the timeline:
2022: FTX buys Anthropic for $50M
2025 Oct: US gov sells seized shares for $627M
2025 Nov: $ANTH IPO incoming at $1.5T valuation
Those same shares? Now worth $3.94B. That's a 6x miss in under a year.
FTX creditors watching this like 👁️👄👁️
Meanwhile, 9 accredited investors who scooped up the resale are about to print. Classic gov timing - sell the bottom, miss the rip.
IPO szn gonna be wild. $ANTH could be the next mega cap AI play if they execute.
