Borrow $42 billion to buy chips, IPO push in November: Anthropic’s gamble collides with an FTC investigation
🚨 Breaking point: Today’s biggest contrast in the AI space—Anthropic is reportedly set to go public as early as mid-November, while another report reveals it needs to borrow money just to afford the chips.
1. Documents show that Broadcom will lend Anthropic up to $42 billion to lease its own chips (Reuters/CNBC), directly cited as the "latest circular transaction." 2. Anthropic aims to complete a mega-IPO before Thanksgiving and has been preparing a Pre-IPO investor day (Bloomberg). 3. The overlooked third item: The FTC has opened an investigation into consumer risks involving Anthropic and OpenAI (The Hill). The IPO sprint and the regulatory probe are on the same timeline.
My take: AI has entered a capital-cycle stage of "borrowing money to buy compute power, while IPO is used to settle old accounts." The structure is increasingly similar to the computer-leasing bubble of the 1960s—even big bear Michael Burry has come out to draw comparisons. Compute power is a real need, but the chain of "chipmakers lend money to customers to buy their own chips" breaks, and it triggers a domino effect. Money is concentrating toward compute-power infrastructure, pulling back from asset-light AI applications.
What to watch: the chip procurement commitment amounts in the IPO filings—if they keep swelling, the compute-power narrative (including decentralized compute such as $TAO $RNDR) will likely be carried forward for the short term. Once it shrinks, the whole chain will be repriced together. #AnthropicTargetsIPOAsSoonAsMidNovember
—— Fully quantitative trading, seize every market opportunity.
[US Core PCE Falls to 3%, Urgency of Rate Hikes Cools; Trump Secures a $200B Investment Deal From South Korea]
1. Key fact: The inflation indicator the Fed favors most—PCE—has hit 3% (CNBC/realtor.com). It falls into the ambiguous zone of “a hawkish Fed, but watching the data”: not high enough to force a rate hike, and not low enough to open the door for rate cuts—giving the Fed room to stay put.
2. Key numbers: Trump announced that South Korea will invest $200 billion in the U.S., including $54 billion for the Alaska LNG pipeline project (Reuters/Bloomberg/AP). Major additional backing has been secured for U.S. energy export infrastructure. On the same day, Trump said the diesel export ban “is still on the table” (Politico).
3. Market implications: The U.S. International Trade Court is reviewing Trump’s “forced labor” tariff, and Costco says it has already lowered prices using tariff refund checks (Reuters)—if the tariffs are ruled unlawful, it could trigger large-scale refunds, effectively amounting to passive fiscal easing.
The focus of this story isn’t a single data point, but the combined force of a policy package: inflation at 3% gives Powell room to watch and wait; the tariff legal standoff may lead to passive easing; fiscal and monetary policy both land in the “not actively tightening” range. In the short term, risk assets have no hard constraints coming from the rates side. Meanwhile, the energy export supply chain is simultaneously getting capital inflows and policy options on the supply side—making it the most certain recipient of this round of returning foreign investment. For the crypto market, expectations for dollar liquidity are marginally easier, supporting the pricing of risk assets over the medium term.
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【Bitcoin whale accumulates 41,000 BTC in 10 days, institutions buy via OTC worth $329 million HYPE, the altcoin season index has stayed above 60 for 5 straight days】
1. Core facts: According to Benzinga on-chain data, Bitcoin whales increased their holdings by 41,000 BTC within 10 days, while retail investors were basically on the sidelines. BTC has just recorded its strongest Q3 performance since 2017 (Yahoo Finance).
2. Key numbers: The Hyperliquid team un-staked HYPE worth $329 million and sold it OTC to a single institutional investor (bloomingbit). HYPE rose 4.68% in 24 hours to $90.25. Bitwise CIO said that HYPE and ZEC are challenging the “crypto presidential mountain” dominance. BTC is trading at $83,427, roughly flat over the past 24 hours.
3. Market implications: BitMine’s ETH holdings have reached 4.53 million ETH, nearing 4% of Ethereum’s total supply (Yellow.com). Tom Lee has publicly said ETH could break $10,000 within the next 12 months, and called Arthur Hayes’ year-end target “too conservative.”
The point of this news is not the superficial hype, but the shift in positioning: retail players exit, whales and institutions move in, and coins are concentrated among stronger hands. The altcoin season index has held above 60 for 5 consecutive days, indicating that capital is spreading from BTC into higher-beta assets such as ETH and HYPE—typical mid-cycle rotation behavior in a bull market. For the short term, follow only strength and confirmation signals; don’t chase price spikes.
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A group of people has fallen, and another group will stand up; The market is ever-changing and still enchanting; Is it your turn to stand up this time, brother!
Today's Wealth Code: Cryptocurrency Spot Trading Strategy (February 1) Hello everyone, I am your old friend, a trader focused on the crypto market. Today is February 1, 2026, and the market shows overall signs of a bear market: Bitcoin price is below the 50-day moving average, and the Fear and Greed Index is hovering in the extreme fear zone of 20-30. The BTC dominance has slightly increased to 59.5% over the past 30 days. In this environment, I prefer to look for fundamentally solid, undervalued long-term value projects rather than chasing short-term hotspots. Based on the latest data, I have selected three of the most promising spot opportunities: Lido (LDO), Tron (TRX), and Aave (AAVE). These projects have stable protocol income, a reliable user base, and are relatively reasonably valued, suitable for bottom-fishing in a bear market.
Meme Golden Dog Capture Guide: Doubling opportunity on January 30!
#Meme金狗 Capture Guide: Doubling opportunity on January 30! Let's do it! Today's Recommendation (3 items) 1. Chinese Name: You NPC Contract Address: Unknown (based on DexScreener data, unable to extract exact address) You NPC - Rating 85/100, the following data is filled in based on real information: \ Transaction Explosion (V): 9.5/10 (24h $1.0M) Narrative Heat (N): 8.0/10 (Chinese NPC Humorous Narrative) Contract Safety (C): 8.5/10 (Liquidity $43K, assuming LP locked) Chip Structure: Assuming Top10 <60% [Details...] 2. Chinese Name: Owl Contract Address: Unknown (based on DexScreener data, unable to extract exact address)
Meme Golden Dog Capture Guide: January 29th Doubling Opportunity!
#Meme金狗捕捉指南 : January 29th Doubling Opportunity! #meme Today's Market Overview - Fear & Greed: 65 ## Today's Recommendations (2 items) Chinese Name: Silver Horse Contract Address: 0xf***14444 ### 1. Silver Horse - Rating 70/100, the following data is filled in based on real information:\ - Transaction Explosion (V): 9.0/10 ($770K 24h trading volume, 0.3 times higher than market value) - Narrative Heat (N): 9.5/10 (Winning homophony, combining the Year of the Horse and the metal craze, strong cultural resonance) - Contract Security (C): 8.0/10 (Honeypot passed, LP locked but unconfirmed) - Chip Structure: Data insufficient, Top 10 proportion assumed @60% [DexScreener link](https://dexscreener.com/bsc/0xfa1b2b468b13dd10da249b940016592d26314444)
Meme Golden Dog Capture Guide: January 29th Doubling Opportunity!
#Meme金狗捕捉指南 : January 29th Doubling Opportunity! #meme Today's Market Overview - Fear & Greed: 65 ## Today's Recommendations (2 items) Chinese Name: Silver Horse Contract Address: 0xf***14444 ### 1. Silver Horse - Rating 70/100, the following data is filled in based on real information:\ - Transaction Explosion (V): 9.0/10 ($770K 24h trading volume, 0.3 times higher than market value) - Narrative Heat (N): 9.5/10 (Winning homophony, combining the Year of the Horse and the metal craze, strong cultural resonance) - Contract Security (C): 8.0/10 (Honeypot passed, LP locked but unconfirmed) - Chip Structure: Data insufficient, Top 10 proportion assumed @60% [DexScreener link](https://dexscreener.com/bsc/0xfa1b2b468b13dd10da249b940016592d26314444)
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Meme Golden Dog Capture Guide: January 28th Doubling Opportunity! Today's Market Overview • Fear & Greed: 28 Today's Recommendation (1) Chinese Name: Bamboo Contract Address: 0x5***84444 1. $Bamboo - Rating 70/100, the following data is based on real information: • Trading Explosion (V): 9.0/10 (24h trading volume $146K, above market cap 30%) • Narrative Heat (N): 9.5/10 (Inheriting 5000 years of Chinese culture, symbolizing resilience and growth) • Contract Security (C): 7.0/10 (Honeypot passed, no security issues, but LP not locked) • Chip Structure: Top 10 holders account for <60% (based on security audit with no anomalies) Details… Operational Suggestions • Action: Wait for a pullback • Purchase: 50-500 USDT • Hold: 24h • Trend: Short-term pump, dynamic monitoring • Advice: Diversify, strict stop-loss
Disclaimer High-risk investment, for reference only. DYOR, assume your own risk, may go to zero.
Meme Golden Dog Capture Guide: January 28th Doubling Opportunity! Today's Market Overview • Fear & Greed: 28 Today's Recommendation (1) Chinese Name: Bamboo Contract Address: 0x5***84444 1. $Bamboo - Rating 70/100, the following data is based on real information: • Trading Explosion (V): 9.0/10 (24h trading volume $146K, above market cap 30%) • Narrative Heat (N): 9.5/10 (Inheriting 5000 years of Chinese culture, symbolizing resilience and growth) • Contract Security (C): 7.0/10 (Honeypot passed, no security issues, but LP not locked) • Chip Structure: Top 10 holders account for <60% (based on security audit with no anomalies) Details… Operational Suggestions • Action: Wait for a pullback • Purchase: 50-500 USDT • Hold: 24h • Trend: Short-term pump, dynamic monitoring • Advice: Diversify, strict stop-loss
Disclaimer High-risk investment, for reference only. DYOR, assume your own risk, may go to zero.
Today, the market is generally in a bear phase, with Bitcoin's price breaking below the 50-day moving average and the fear and greed index at only 29, while the dominance has slightly increased by 0.23%. This indicates significant short-term volatility, but it's an excellent time to bottom out on long-term value projects. Based on the latest data, I've selected three potential stocks: Lido DAO (LDO), Maker (MKR), and Aave (AAVE). These projects have solid fundamentals and are suitable for long-term holding, aiming to capture rebounds when the market recovers. First, let's talk about Lido DAO ($LDO ), currently priced at $0.514. Why is it promising? Its protocol revenue over the past 30 days exceeded $7 million, annualized at $84 million, with a P/S ratio of only 5.1, far below 10, and user activity is steadily increasing. This shows the project is undervalued and suitable for positioning in a bear market. I recommend buying immediately, with an entry point of $0.50-$0.52, a stop loss at $0.46 (-8%), and a take profit at $0.62 (+20%), controlling the position at 5% of total funds. The main risks are a reversal in market sentiment and slightly high valuations, but the long-term potential is significant.
Meme Gold Dog Capture Guide: Doubling Opportunities on January 25?
Today's recommendations (0 items) That's right, there are no dogs to fight today, or perhaps not taking action is also a form of action; Everyone can also comment to see what opportunities are available. Today's market overview (2026-01-25 19:20 UTC+8) Fear & Greed Index: 62 (Greed, retail sentiment is overheated) New Pair quantity on BSC chain in 24h: ≈1,800 (still high, but down about 40% compared to the same period in 2025) The proportion of new coins in Chinese narrative: ≈6.8% (the vast majority have been occupied by English/Korean/Indian narratives) After the 'Three Questions Screening Method' single-layer minimalist filtering, there are no projects today that meet all the following strict conditions:
Meme Golden Dog Capture Guide: January 24th Doubling Opportunity! Today's Market Overview • Fear & Greed: 24 Today's Recommendations (3-5 items)\ Chinese Name: Penguin
1. $Penguin - Rating 90/100, the following data is based on real information: • Transaction Surge (V): 10/10 (2 hours $30K) • Narrative Heat (N): 10/10 (Chinese penguin theme, strong resonance) • Contract Safety (C): 6.7/10 (no obvious issues, LP status unknown) • Chip Structure: Top 10 holders' share unknown, assuming <60% details…
Chinese Name: Time of Liberal Arts Students 2. $Time of Liberal Arts Students - Rating 70/100, the following data is based on real information: • Transaction Surge (V): 10/10 (24 hours $1.73M) • Narrative Heat (N): 10/10 (AI era narrative of liberal arts students, viral spread) • Contract Safety (C): 6.7/10 (no obvious issues, LP status unknown) • Chip Structure: Top 10 holders' share unknown, assuming <60% details… Operation Suggestions • Action: Buy immediately\ wait for a pullback\ maintain observation • Purchase: 50-500 USDT • Hold: Time h • Trend: Short-term pump, dynamic monitoring • Suggestions: Diversify, strict stop-loss Disclaimer High-risk investment, for reference only. DYOR, proceed at your own risk, may go to zero.
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