anthropic

$ANTHROPIC BEARS STILL IN CONTROL: Liquidity Swept at 1,896.61 — Is Another Leg Down Coming?

$ANTHROPIC has swept liquidity below 1,896.61, trapping late longs and putting bearish momentum back in focus. Price has recovered to 1,927.71, but the bigger question remains: is this a genuine reversal or just another opportunity for sellers?

Market Structure: BEARISH

The 1H chart continues to show lower highs and lower lows, while the daily trend and BTC market structure remain bearish. Price is trading near 1,927.71, below the key resistance at 1,943.56 and the last confirmed lower high at 1,930.38. Until buyers reclaim these levels with strength, rallies remain vulnerable to selling pressure.

SHORT TRADE SETUP

Entry Zone: 1,927.71–1,940.00

Wait for a bearish engulfing candle, a lower-timeframe structure breakdown, or a clear rejection wick on the 5M or 15M chart before entering. Avoid chasing price without confirmation.

Take-Profit Targets:
TP1: 1,914.30
TP2: 1,906.11
TP3: 1,878.52
TP4: 1,861.00

Invalidation: A sustained 1H close above 1,930.38 would challenge the bearish structure. A strong bullish reclaim of 1,943.56 would provide further evidence that sellers are losing control.

DERIVATIVES FLOW

Open Interest: $44.6M, up 1.4% over 24 hours
Funding Rate: +0.0050%
Taker Buy/Sell Ratio: 0.38x

The reported 0.38x taker ratio suggests aggressive selling dominates the measured flow, while rising open interest indicates growing derivatives exposure. However, these metrics alone cannot confirm whether new positions are predominantly shorts or longs.

MY VERDICT

Bearish bias remains valid while resistance holds, but the liquidity sweep alone does not guarantee another dump. Confirmation is essential before taking a position. Protect capital, manage risk, and never confuse a potential setup with a guaranteed move.

Educational analysis only. Not financial advice.

#ANTHROPIC #CryptoTrading #TechnicalAnalysis #BearishSetup #BinanceSquare $ANTHROPIC

CHIL-WITH-CRYPTO

🤖🔥 AI agents are shifting from reactive chatbots to proactive tools that manage tasks independently. Anthropic's launch of Claude Duet (Opus 5.5) intensifies the race against OpenAI and Meta for dominance in autonomous AI productivity. #Anthropic #Claude #AI #ArtificialIntelligence #CryptoverseNews

Full story: https://cryptoversenews.eu/ai/anthropic-launches-claude-duet-a-proactive-personal-agent-bu/?utm_source=binance_square&utm_medium=social&utm_campaign=autopost

$80.7B net loss in six months. $72B of it isn't cash

that's Anthropic's draft S-1 as the WSJ saw it. the big chunk is convertible notes and other financing paper getting repriced

the lines that are actual money:
🔸 revenue $16.3B in the first half, up from $1.1B a year earlier. demand is real
🔸 nearly $9B spent on computing capacity in the same six months. real cash out the door
🔸 about 20% of that revenue from just two customers

the third line is the one I'd lose sleep over, not the loss

same pattern as the earlier prospectus Reuters saw: the 2025 net loss of $41.97B carried a roughly $34B non-cash charge

the numbers are out, the document isn't. it's still a confidential draft

when a headline screams a loss, check which loss

#AnthropicDraftS1ShowsH1LossOf$80.7B #Anthropic #IPO

Anthropic's founder siblings' pay is causing a big stir!!

According to Anthropic's latest IPO filing, co-founder Dario Amodei and his sister Daniela each have a base salary of around $655K. That sounds pretty normal, right?

But once you add stock and option awards, their total pay for the year comes to about $18 million for Dario and $16.5 million for Daniela.

That's a lot for a company that hasn't even gone public yet #Anthropic

> BULK OF ANTHROPIC CLOUD COMPUTE DEALS ARE NONCANCELABLE: WSJ

$ANTHROPIC #ANTHROPIC

> ANTHROPIC SAYS CLOUD PROVIDERS HIT LIMITS, INCREASINGLY VIEW FIRM AS COMPETITOR: WSJ
> ANTHROPIC WARNS CATASTROPHIC AI INCIDENT LIABILITIES MAY BE UNINSURABLE: WSJ
> ANTHROPIC FLAGS ORGANIZED POLITICAL BACKLASH TO DATA CENTERS AS KEY RISK: WSJ

$ANTHROPIC #ANTHROPIC

> ANTHROPIC TO SPEND MORE THAN $600B ON COMPUTE: WSJ CITING DRAFT S-1
> ANTHROPIC HAD $16.3B IN REVENUE IN FIRST HALF OF 2026: WSJ
> ANTHROPIC SPENT ALMOST $9B ON COMPUTING POWER IN 1H26: WSJ
> ANTHROPIC $80.7B NET LOSS LARGELY ON ACCOUNTING CHARGES: WSJ

$ANTHROPIC #ANTHROPIC

> ANTHROPIC IN TALKS WITH NEOCLOUD NSCALE OVER SECOND MULTIBILLION-DOLLAR DEAL - CNBC

$ANTHROPIC #ANTHROPIC

💥 FTX Sold Too Early: Anthropic Is Eyeing an IPO, and Its $500 Million Stake Could Theoretically Be Worth Over $100 Billion!

📌 Anthropic plans to go public as early as mid-November. The market is discussing a valuation of around $1.5 trillion, about 55% higher than its $965 billion valuation in a funding round this May (BlockBeats/Bloomberg).

🔥 FTX invested $500 million in 2021 and sold its entire stake during its 2024 bankruptcy liquidation, recovering about $1.3 billion. If it had held on to that 7.84% stake, it would theoretically be worth about $117.6 billion at a $1.5 trillion valuation (before accounting for dilution; the actual value would be lower).
🔥 Eric Schmidt got in as early as 2021 and reportedly holds about 1%.

🧐 What crypto investors can learn:
1️⃣ Forced liquidation means being made to sell at the bottom
2️⃣ Holding on to good assets is harder than picking them
3️⃣ If the AI IPO wave draws money in, will it drain liquidity from $BTC $ETH or boost risk appetite?

Reuters also notes that Anthropic posted a net loss of about $80.7 billion in the first half of the year, and its growth is slowing too. Opinions on its valuation differ.

Do you think money will flow into crypto or out of it after Anthropic goes public? Share your thoughts in the comments 👇

#Anthropic #FTX #CryptoMarket
Personal opinions only; not investment advice.

Anthropic IPO countdown begins: up to $100 billion to be raised, with a valuation target of $2 trillion?

According to IFR: Anthropic plans to publicly file its IPO documents with the SEC on October 26, begin its roadshow on November 9, and price the offering the following week. It is targeting a raise of up to $100 billion and a valuation of $2 trillion.
According to Reuters: The company told investors that Q3 revenue was $16.8 billion, up 45% quarter over quarter, and that it was profitable on an adjusted basis. However, some investors have already lowered their expected valuation to around $1.5 trillion.
According to Bloomberg: Early investor Iconiq has invested more than $6 billion in total; based on the $965 billion valuation in May, its stake is worth around $17 billion.

【Take】The Nasdaq just posted its biggest single-day drop since June, as the market questions the returns on AI capital spending. Anthropic is one of the few major AI model companies able to show both high growth and profitability. Its pricing will amount to a public valuation of the entire AI sector. A high valuation could help revive AI sentiment; a markdown would confirm concerns that “AI is overpriced.”

【Opportunities/Risks】
• Watch the gross margin, computing costs, and extent of growth slowdown disclosed in the October 26 filing.
• A successful offering could lift sentiment toward AI computing and AI tokens, such as $RENDER $FET .
• Risk: An offering on the scale of $100 billion could drain market liquidity. Combined with oil above $110 and rate-hike expectations, it could weigh on tech stocks and crypto assets in the short term.

Do you think Anthropic’s final valuation will be closer to $1.5 trillion or $2 trillion?

#Anthropic #AI #IPO #美股 #AI Tokens
For reference only; not investment advice

The moment I opened my eyes this morning, my phone was flooded with a message: Anthropic could publicly file its S-1 as soon as today, aiming for the biggest IPO in human history.

Let’s start with the numbers: $16.3 billion in revenue in the first half of the year, but net losses of more than $80 billion — making plenty, but losing even more. It’s targeting a $2 trillion valuation and plans to raise $100 billion in one go, more than SpaceX’s offering this June. The surreal part? Some investors have already marked down the valuation to $1.5 trillion. South Korea’s Elice plunged 32% on its first day of trading, while neighboring Firmus Grid simply put its listing on hold. Its old rival OpenAI is even more cunning, pushing its IPO back to 2027 — making it clear it doesn’t want to be the first to have its financials grilled in public.

The comments section is open: A: All in on the AI era — the biggest IPO in history deserves nothing less than champagne. B: This is a sign the bubble is peaking; whoever takes on a $2 trillion valuation will be left holding the bag. Which side are you on?

$BTC $ETH $SOL
#Anthropic #IPO #AI

Came across this on Yahoo Finance: sources say Anthropic could publicly file its IPO S-1 as early as this Friday. A roadshow around November would only be on the table after completing the public disclosure process. The offering’s scale is being compared with SpaceX’s, making it one of the biggest IPO tests of this AI cycle.

The financials are also starting to come out: revenue was about $16.3 billion in the first half, with net losses exceeding $80 billion (most of that from non-cash items); third-quarter revenue was about $16.8 billion, and the company has told investors it is profitable on an adjusted basis. Valuation rumors are still hovering in the $1.5–2 trillion range.

Anthropic has yet to confirm a timeline. With bond markets and valuations in the AI sector looking tight these days, if it does open the books, it will still depend on whether the market is receptive.

#AI #IPO #Anthropic

Countdown to the biggest IPO in history? Anthropic could publicly file its S-1 as soon as Friday

According to Yahoo Finance, citing three people familiar with the matter, Anthropic could publicly file its S-1 prospectus as soon as Friday, October 23, paving the way for a November listing. The market expects it to raise up to around $100 billion at a valuation of about $2 trillion (as previously reported by Reuters), potentially surpassing SpaceX’s June IPO.
A leaked draft shows first-half revenue of $16.3 billion and a net loss of $80.7 billion (including about $72 billion in valuation-related accounting expenses, such as those for convertible debt). The FT says Q3 revenue rose to $16.8 billion. The draft lists over $600 billion in long-term computing capacity contracts, including $111 billion with Google, $110 billion with Amazon, and $31 billion with Microsoft.
The backdrop is turning chilly: Nasdaq 100 futures fell nearly 2% today (CoinDesk), BTC dropped below $82,000, and about $250 million in long positions were liquidated. South Korean data center company Elice fell 32% on its first day of trading.

【View】This IPO is a “health check” for the AI bubble debate. Growth is indeed rapid, but the $600 billion in computing commitments show that most of the money is flowing to cloud and chip companies. If the details in the S-1 exceed expectations, risk appetite for AI could recover; if the market is unimpressed or the filing is delayed, AI stocks and other high-beta assets could be dragged down.

【Opportunities/Risks】
1. Watch whether the filing really happens on Friday. The NY Post says it could also be pushed to next week or shelved;
2. Greater visibility into computing revenue could benefit Google and Amazon;
3. A mega-IPO could drain liquidity, increasing near-term volatility in AI-themed stocks and AI tokens;
4. For BTC, first watch whether it can reclaim the $82,000 level. A break below it would mean sentiment remains weak.

Do you think a $2 trillion valuation is the peak for AI, or the starting point for the next rally?

#Anthropic #AI #IPO #美股 $BTC $TAO
For reference only; this is not investment advice

> NSCALE, ANTHROPIC IN TALKS FOR $45 BILLION CLOUD COMPUTING DEAL

$ANTHROPIC #ANTHROPIC

The wildest thing in AI just happened: Anthropic made $16.3 billion in six months, yet reported a loss of $80.7 billion!
Before you laugh and say it doesn’t know how to run a business, there’s one key detail to understand.
Of that $80.7 billion loss, about $72 billion came from changes in the fair value of convertible financing instruments. These are non-cash accounting losses—they don’t mean the company actually burned through that money.
But that doesn’t mean there’s nothing to worry about.
In the first half of this year, Anthropic spent nearly $9 billion on compute and infrastructure, compared with just $2.3 billion in the same period last year. Even more staggering, it has commitments worth hundreds of billions of dollars for compute and cloud services over the coming years.
That’s the real money-burning game in AI:
The stronger the models and the more users they attract, the faster revenue can grow. But compute, chips, data centers, and cloud services are also devouring cash at a furious pace.
So I think the real question Anthropic’s IPO needs to answer isn’t whether its valuation can reach $1.5 trillion or even higher, but this:
Can it turn AI-driven revenue growth into sustainable profits and cash flow?
For investors, surging revenue is only the first half of the story. Whether the company can keep costs under control will determine what the second half is worth.
The AI sector has never been short on grand narratives. What’s scarce is real money that ultimately makes its way into shareholders’ pockets.
#Anthropic

A 17-year-old high school student jumps from Kimi to Anthropic, and the Chinese AI scene collectively loses it. Put plainly: three years of empty promises at a big tech company are worth less than someone else’s offer letter. Moonshot AI’s biggest contribution over the past few years isn’t Kimi—it’s been a steady pipeline of talent to Silicon Valley. If you can’t keep your geniuses, don’t blame them for reaching for greater heights. Don’t blame the kid; it’s only natural to aim higher. Blame the companies that treat geniuses as disposable, using them up and then tossing them aside. In the end, the AI race isn’t about the models—it’s about who can keep the people who build them. This round goes to Silicon Valley again. #AI #Anthropic #Kimi

Anthropic exposed itself: its own agent worked six times as many hours as humans, and entry-level hiring was slashed from 27% to 9%.

In plain English: bosses are done pretending. In their spreadsheets, juniors are a cost; agents are labor.

While you’re still polishing your résumé, they’ve already made room for Claude. New grads, stop cramming for interviews and learn some prompt engineering—or you’ll have to queue up just to get replaced.#AI #Anthropic

Anthropic is turning to Blackstone to issue debt for AI chips, at a coupon rate of 10%+. A top-tier unicorn would rather pay loan-shark rates than take equity money—is that not a glaring enough signal? The $60 billion Project North Star has been slapped with a junk rating on its subordinated debt. This isn’t expansion; it’s desperation. Everyone’s shouting AGI, but they’re funding their faith by issuing debt just to stay alive. The bubble won’t burst first in prices—it’ll burst on the balance sheet. I’ll be watching. #AI泡沫 #Anthropic

#anthropic招股书草案显示上半年亏损807亿美元

Anthropic $ANTHROPIC posted a first-half net loss of $80.7 billion. Of that, $72 billion was booked on paper, without a cent of cash going out: as the company's valuation rises, so does the book value of its convertible notes, and accounting rules require the loss to be recognized.

Revenue was $16.3 billion, versus $1.1 billion in the same period last year. Excluding accounting items, the remaining loss was $8.7 billion. Q3 alone brought in $16.8 billion—more than the first-half total—and was up 45% quarter over quarter.

The real weight is off the balance sheet. Signed cloud contracts are non-cancellable for 7 to 10 years, with $600 billion as a floor and a potential total of $750 billion if negotiations succeed. Google $GOOGL has committed $111 billion, Amazon $110 billion, and Nvidia $NVDA $86 billion in chip-rental costs. Based on Q3 annualized revenue of $67.2 billion, these commitments amount to 9 to 11 times annual revenue.

Cash actually paid for computing power and infrastructure in the first half was $9 billion; the total for all of 2025 was only $7.3 billion. Commitments and cash spent are not the same thing. One-fifth of revenue still depends on two customers. The orders are real. There is just one question about whether they’ll materialize: will this November’s IPO find buyers?

#Anthropic #BStocks