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Anthropic投资人喊出2万亿美元IPO估值,有人甚至算到3万亿

据动察 Beating 监测,Anthropic 部分现有投资人已经开始押注,公司最快 10 月上市时估值能达到 2 万亿美元以上。FT 采访的 6 名投资人认为,Claude 需求和收入高速增长,足以让 Anthropic 在 5 月 9650 亿美元估值的基础上再翻一倍。 他们最看重的是收入增速。Anthropic 5 月公布年化收入已超过 470 亿美元,这批投资人预计年底可能达到 1000 亿至 1200 亿美元。其中一人甚至按 30 倍收入估算,认为 Anthropic 能值 3 万亿美元。 不过这些数字都是投资人自己的预测。多名投资人称,Anthropic 高管目前甚至私下都还没有确定 IPO 估值目标。 中国低价模型竞争、与美国政府的冲突,以及企业开始控制 AI 开支,也仍是主要风险。
Disclaimer: The views above are the author's only and do not represent 711BTC. Nothing here constitutes investment advice.

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07-08 20:33

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07-08 20:31

The Bank of Korea has released a regulatory proposal suggesting that personal stablecoin transactions exceeding $10,000 should be limited to transfers from verified wallets.

According to Mars Finance, the legal team of the Bank of Korea has published a research paper titled "Regulatory Scheme for Foreign Remittance Transactions Targeting Stablecoins," proposing regulatory recommendations for large-scale stablecoin transactions. The paper, referencing current South Korean foreign exchange control regulations, proposes constraints on stablecoin transfers exceeding $10,000 between individuals, requiring such transactions to be conducted only between officially certified wallets, along with a pre-reporting mechanism. The institution acknowledges that there are technical obstacles to fully controlling unregistered wallets, but due to anti-money laundering compliance requirements, it is necessary to strengthen restrictions on large-scale cross-border stablecoin fund flows. South Korean regulators have previously repeatedly stated the need to improve the monitoring system for cross-border crypto asset transactions using non-custodial wallets; this paper further refines and implements the regulatory approach.

07-08 20:22

Gate responded to online rumors of user asset theft: An urgent investigation is underway, and preliminary assessments indicate it is an isolated incident.

According to Foresight News , Gate responded to online reports of user assets being stolen, stating that the incident shows the customer made a withdrawal between 3:00 PM and 4:00 PM on July 7th, and reported the loss to online customer service at 5:00 PM on July 8th. Gate has initiated an investigation, and the incident is currently under urgent investigation. Preliminary assessments indicate it is an isolated case, there are no system security vulnerabilities, and the website is operating normally. Preliminary investigations suggest this incident may be related to a leak of user information; the specific details are under investigation. Gate will disclose further details as soon as the investigation concludes.

07-08 20:19

Justin Sun has staked $430 million in Ethereum on Lido, yielding an annualized return of approximately $9.5 million.

According to Odaily Lens monitoring, Justin Sun Sun has been continuously staking ETH through Lido Finance. 23 hours ago, Justin Sun staked another 13,000 ETH, worth approximately $23.08 million, bringing his total staked ETH on Lido to 247,436 stETH, currently valued at approximately $430.2 million. Data shows that since February 2023, this staking position has generated a total of 11,307 stETH staking profits, worth approximately $26.82 million. Based on the current profit level, Justin Sun position has an annualized return of approximately $9.5 million.

07-08 20:17

Guangdong: By the end of 2027, the province's urban digital infrastructure support capabilities will be significantly enhanced.

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Morgan Stanley reiterated its "overweight" rating on RKLB and raised its bullish price target to $293.

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