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graphbluff.hl

@graphbluff

GTM @ventuals | all tweets are my own opinion and are not financial advice.

hyperliquid Katılım Nisan 2024
807 Takip Edilen2.1K Takipçiler
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Ventuals
Ventuals@ventuals·
Someone's not picking favorites in private AI. 0xf777 just opened longs on SpaceX, OpenAI, and Anthropic — over $1.0M of exposure across all three. SpaceX just leased its Colossus 1 supercomputer to Anthropic this week, while OpenAI shipped GPT-5.5 Instant and a wave of new ChatGPT features.
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Ventuals
Ventuals@ventuals·
SpaceX filed to IPO last month at a $2.0T target. From $2.4B in 2012 to $1.25T today. ~27x growth since 2020. The world's most valuable private company is finally going public this year.
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Ventuals
Ventuals@ventuals·
Trader 0xaea8 has grown their short Anthropic position to $1.5M notional, adding at a valuation of $1.0T+ after the company’s reported $900.0B funding round. They’re currently down nearly $500.0k on their perp position, while collecting over $75.0k in funding.
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Ventuals@ventuals·
NEWS: ANTHROPIC TARGETING $900 BILLION+ VALUATION ROUND WITHIN TWO WEEKS — TOPS OPENAI'S $852 BILLION. Per CNBC and TechCrunch, the round would more than double February's $380 billion mark; revenue run-rate reportedly $30–40B.
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Ventuals@ventuals·
The biggest earnings week of the quarter is here. Wed after close: $MSFT, $AMZN, $META, $GOOGL Thu after close: $AAPL, $SNDK, $RIVN Four Mag7s on Wednesday alone. Trade every reaction live, 24/7. No waiting for the open.
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Ventuals
Ventuals@ventuals·
The three most valuable private companies in the world: SpaceX, OpenAI, Anthropic. A combined $2.69T — over 64% of the top 10's total value. All three trade on Ventuals.
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Alvin Hsia
Alvin Hsia@alvinhsia·
Ventuals OI hit ATHs this week, with the highest share out of USDH deployers
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Ventuals
Ventuals@ventuals·
The AI valuation rally paid out last week. Three longs, three winners: OpenAI: 0xec30 [+$26,772] [+61.6%] SpaceX: 0x2854 [+$17,623] [+54.5%] Anthropic: 0x1847 [+$10,314] [+36.2%] Price discovery in action.
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Alvin Hsia
Alvin Hsia@alvinhsia·
ANTHROPIC-USDH open interest at ~$6m highest OI of any USDH denominated HIP-3 pair right now people want the privates
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Ventuals@ventuals·
SOY is now live for 24/7 trading at 10x max leverage. SOY tracks the value of 1 bushel of soybeans. Soybeans are the most traded agricultural commodity globally by contract volume and serve as the primary benchmark for international oilseed pricing.
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TylerD 🧙‍♂️
TylerD 🧙‍♂️@Tyler_Did_It·
Anthropic trading at $1.1T on Hyperliquid Up 100% over the past 3 weeks...
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Lisan al Gaib
Lisan al Gaib@scaling01·
Anthropic now valued at above $1.05 trillion meanwhile OpenAI is still at $850B
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Polymarket
Polymarket@Polymarket·
BREAKING: Anthropic is now trading at an implied valuation of $1 trillion+ on secondary market platforms, surpassing OpenAI.
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Ventuals
Ventuals@ventuals·
NEWS: Anthropic launched Claude Opus 4.7, its new flagship model, with upgraded coding, 3x image resolution up to 2,576px, and a new "ultrareview" command for automated senior-engineer-level code review. Opus 4.7 is priced at $5 input / $25 output per million tokens and is available across Pro, Max, Team, Enterprise, API, Bedrock, Vertex AI, and Microsoft Foundry. A new "xhigh" effort tier gives developers finer control over reasoning vs. latency tradeoffs. Anthropic said Opus 4.7 is "less broadly capable" than its restricted Mythos model, which remains gated to roughly 40 organizations.
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Ventuals@ventuals·
A $1M short on Anthropic. Trader 0xaea8 has been building this position since December, betting the valuation run has gone too far. With investors now circling at $800B, the market keeps moving against them. Currently down over $250k and still adding.
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Ventuals
Ventuals@ventuals·
NEWS: OpenAI CRO Denise Dresser sent a shareholder memo accusing Anthropic of overstating its $30B run rate by $8B through gross cloud revenue accounting. OpenAI reports its Microsoft revenue share on a net basis and argues Anthropic's comparable figure is closer to $22B. Ramp data shows OpenAI's enterprise share holding at 35% of American businesses, with Anthropic closing fast at 30.6%.
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Ventuals@ventuals·
A brand-new wallet showed up on Ventuals and went straight into a $400k Anthropic long. Trader 0x9546 opened their very first trade the morning Bloomberg reported Wall Street banks were testing Claude Mythos internally. They're currently up over $20k on the position.
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