NVIDIA is in talks to invest in Anthropic, and this news has pushed the binding between computing power and the model side one step further. But the market didn’t give a one-sided answer. On Binance, NVDAUSDT fell 0.85% this week, while ANTHROPICUSDT rose 0.78% this week. In the same theme, the two contracts moved in opposite directions, suggesting that funds are making trade-offs rather than simply adding to the overall position.
The most worth watching this week are September 10 and September 13. On September 10, both weakened together: NVDAUSDT dropped from 223.88 to 218.06 (-2.6%), and ANTHROPICUSDT fell from 2130.53 to 2054.45 (-3.57%). It was the biggest down day of the week. By September 13, their directions split: NVDAUSDT declined from 218.68 to 214.53 (-1.9%), while ANTHROPICUSDT actually rose from 2056.76 to 2068.8 (+0.59%). By September 16, both closed at nearly unchanged levels, with no gains or losses (0%).
Popular posts on the forum claim that this negotiation means the linkage between the computing power supply side and the model demand side is deepening, and that capital will follow this line to find targets on both the compute side and the model side (paraphrase; not necessarily the site’s viewpoint). I think this framework is directionally right, but the price action is reminding us of one thing: expectations have already moved forward for a while before the news lands, and when it’s actually announced, there may not be incremental buying. If the news were purely positive, NVDAUSDT would likely not fall while ANTHROPICUSDT rises in the same week—both wouldn’t move opposite ways. A more reasonable read is that the market made a choice within this industry chain, rather than going broadly bullish.
You can treat the forum’s view as an observation angle, but don’t take it as a conclusion directly.
Finally, to be honest: perpetual contracts have funding fees. If you hold positions overnight, the cost accumulates, and with high leverage, even if you’re right on direction, fees and volatility can still eat away part of the gains. Position management matters more to the outcome than simply judging the direction. $NVDA $ANTHROPIC #NVIDIA talks about investing up to $10 billion in Anthropic
#币安 $BNB
The most worth watching this week are September 10 and September 13. On September 10, both weakened together: NVDAUSDT dropped from 223.88 to 218.06 (-2.6%), and ANTHROPICUSDT fell from 2130.53 to 2054.45 (-3.57%). It was the biggest down day of the week. By September 13, their directions split: NVDAUSDT declined from 218.68 to 214.53 (-1.9%), while ANTHROPICUSDT actually rose from 2056.76 to 2068.8 (+0.59%). By September 16, both closed at nearly unchanged levels, with no gains or losses (0%).
Popular posts on the forum claim that this negotiation means the linkage between the computing power supply side and the model demand side is deepening, and that capital will follow this line to find targets on both the compute side and the model side (paraphrase; not necessarily the site’s viewpoint). I think this framework is directionally right, but the price action is reminding us of one thing: expectations have already moved forward for a while before the news lands, and when it’s actually announced, there may not be incremental buying. If the news were purely positive, NVDAUSDT would likely not fall while ANTHROPICUSDT rises in the same week—both wouldn’t move opposite ways. A more reasonable read is that the market made a choice within this industry chain, rather than going broadly bullish.
You can treat the forum’s view as an observation angle, but don’t take it as a conclusion directly.
Finally, to be honest: perpetual contracts have funding fees. If you hold positions overnight, the cost accumulates, and with high leverage, even if you’re right on direction, fees and volatility can still eat away part of the gains. Position management matters more to the outcome than simply judging the direction. $NVDA $ANTHROPIC #NVIDIA talks about investing up to $10 billion in Anthropic
#币安 $BNB