@negligible_cap Anthropic didn’t sell at 380 when they saw their main competitor at 850…duh easy double for everyone. Lets see how much they sell in the 8/900b round this year before IPO
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Boreas
5.8K posts
*OPENAI EMPLOYEES COLLECTIVELY MADE $6.6B IN THE SHARE SALE: WSJ
Nothing wrong with taking some chips off the table but a bit weird to see this much selling ahead of the IPO which is expected later this year.
Anthropic employees in contrast were making headlines for not selling shares in a secondary share sale last month
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@ByzGeneral STRC barely hit $100 last week. This week prob really turns up
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This is the buy that he was bragging about? 🤨
zoomer@zoomerfied
[ ZOOMER ] STRATEGY BUYS $43M OF BTC OVER PAST WEEK, AT AVERAGE PRICE OF $80,340: FILING
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ethena merch unboxing. who else should we send this to?
Kate@mynameiskatekim
I got some @Ethena merch, so I made a fun little video about it. There were hoodies, t-shirts, a Bluetooth speaker, fleece, socks, a phone case, keychains, and more. Hope you enjoy the video❤️ Drop your size and see which size most people prefer!
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@FabianoSolana Wait on line for hours on end to hopefully do this + the hassle of finding a buyer and dealing with all that.
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The easiest $2k you could make this week?!
Swatch x AP Royal Pop's release is expected on May 16 (likely limited to 2 watches p/p)
Resale prices could instantly go 4x in the first few days
- Buying: 2 × $400 = $800
- Selling: 2 × $1,600 = $3,200
- Potential profit: +$2,400
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@KobeissiLetter Why is this relevant? Who do you think is selling in all these rounds? Obviously early employees. SpaceX has been doing employee tenders for years same as stripe
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BREAKING: OpenAI allowed more than 600 current and former employees to sell stock in October 2025, per WSJ.
These employees collectively sold $6.6 billion worth of stock.
That’s $11 million per person.
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@cvvobh @zerohedge You’re showing what happened in dot com. I’m saying show earnings vs stock growth now and compare that to what happened in dot com.
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@boreas_eth @zerohedge Explosive earnings growth, but nowhere near as fast as stock return growth. Then and now, it's the same story.
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"If we look at the top 10 performing NDX stocks in 1999, they were up an average of 559%. The top 10 in the year leading up to 3/24/00 were up an average of 622%. The top 10 NDX names over the last year are up an average of 784%, beating both the dot-com periods" - BTIG Jonathan Krinsky:
zerohedge@zerohedge
'As Good As It Gets?': Stocks Are Partying Like It's 1999... Literally! zerohedge.com/markets/good-i…
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Audemars Piguet is having its very own Azuki Elementals moment.
Downhill for the brand from here.
Time to sell
Xeer@Xeer
Ain’t no way I thought this was just a bad joke taken too far 🤣🤣🤣
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Eventually, every fund will be tokenized. Today, we’re announcing our first: the Bitwise Crypto Carry Fund (USCC).
The fund provides market-neutral yield by investing in the crypto basis trade. We’re thrilled to be taking over management of the fund from Superstate, which will continue to provide the technology that powers the fund.
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There’s some interesting game theory here.
On one hand, Anthropic is capacity and thus revenue bound in the short term. This deal makes sense to grow revenue.
On the other hand, they’re directly funding a competitor.
The only way this makes sense is if Claude really thinks they are well above the league of Grok. Which is true… for now?
Claude@claudeai
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
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@doodlestein Elon said xAI has moved over to collosus 2 for training and it was clear the don’t have the demand currently
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I’m glad this is happening, but isn’t it pretty bearish for xAI that they don’t need that compute internally? That the highest and best use of the compute is to rent it to another lab?
I get it that the deal will be profitable for them, but it must be a gut punch to researchers.
Claude@claudeai
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
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@WazzCrypto Their latest round is rumored 900b so not 50% premium. OpenAI and SpaceX are more or less trading around last mark
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Idk why Kobeissi keeps reposting this but not only are prestocks trading at 50%+ premium from mark value
You also can never redeem these for the underlying, only for USDC which they collect the premium at redeem time LOL
Saying it's worth 1.2 Trillion doesn't make it so
The Kobeissi Letter@KobeissiLetter
BREAKING: Anthropic's pre-IPO valuation surges to a record $1.2 trillion, rising another +20% in 7 days. This officially puts Anthropic's implied valuation up +900% since October 2025, per onchain pre-IPO trading data. Pre-IPO instruments trading onchain on Jupiter, backed 1:1 by SPV exposure, are providing a real-time proxy for the company’s implied IPO valuation. This now makes Anthropic ~20% larger than OpenAI's pre-IPO implied valuation. If Anthropic were to IPO at a $1.2 trillion valuation, it would be the 11th most valuable public company in the world. The AI Revolution is accelerating.
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@coffeebreak_YT If BTC appreciation outpaces STRC yield, it could work, no?
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just so everyone's clear:
Saylor wants to use $STRC sales to buy bitcoin.
Saylor wants to pay $STRC 11.5% dividends by selling bitcoin.
this will not work long-term.
Michael Saylor@saylor
$BTC capital gains fund $STRC credit dividends.
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@cryptopunk7213 They aren’t selling GPUs they’re giving them access to colossus data center for compute. I guess it’s semantics but they very much are not unplugging and selling 220k gpus lol
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holy shit this wasn't on my bingo card...
SpaceX is selling gpus to their biggest rival anthropic!
anthropic will buy 220,000 (25%) of spacex's GPUs to train claude.. which means grok may suffer short term
best part: claude code rate limits will now DOUBLE:
> anthropic is being super aggressive to catch up to openai compute after falling behind
> this will help anthropic provide mythos to the masses
> anthropic might be the 1st customer of spaceXai's orbital space data centers if this relationship continues.
its pretty clear now that anthropic is aggressively trying to get compute to beat openai.
they signed a massive $200B compute deal with google yday and now this
question: how tf does grok catch up if they're selling gpu access to rivals???
Claude@claudeai
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
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@PeterSchiff What drove BTC price up last 3 weeks with 0 buys from STRC?
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The main driver of $BTC demand now comes from fixed-income investors buying $STRC to capture an 11.5% yield. But the yield can only be paid if an ever-increasing number of investors buy into the Ponzi. The more investors who buy in, the more who need to buy in to keep it going.
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@KookCapitalLLC if bitcoin goes to 80k and ranges, weirdly i think it's almost certain that onchain would have unique spots that could be massive (bonk/pepe) type of moves
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best builders inevitably born from these conditions
imagine if jeff or alon or toly pivoted to stocks…
this is why i’m contrarian but firmly believe onchain crypto will always find a way to have bull markets despite macro conditions
when it inevitably explodes again, remember i said this at sentiment pico pico pico bottom lows
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