- Anthropic now anticipates annual revenue to increase around fourfold in 2026, attaining around $18 billion.
- Bitcoin is continuously showing a robust relation with software stocks. Private credit flows mainly influence this relationship
The biggest opponent of OpenAI, Anthropic, has formally publicised a milestone of a $30 billion fundraising round. After this deal, the post-money valuation of the company reaches $380 billion, underlining the robust pull of capital into the AI sector
Beyond the headline number, though, reside complex second-order effects that could put pressure on the crypto market. Anthropic has officially accepted that it has raised $30 billion in a Series G round at a valuation of $380 billion
The round was mainly headed by GIC and Coatue with prominent investors such as Founders Fund, Sequoia, BlackRock, Temasek, and others. The financial momentum of the company has picked up. The run rate of the revenue has attained $14 billion, widening over tenfold annually in the last three years
Claude Code has attracted strong enterprise traction, with 8 of the Fortune 10 firms now using Claude. The number of customers spending over $1 million every year has increased from 12 to more than 500
Software Stocks are Struggling
Anthropic now anticipates annual revenue to increase around fourfold in 2026, attaining around $18 billion. As AI tools are capable of autonomously implementing complex tasks, demand for traditional software is probably to fall sharply
Rather than paying monthly subscriptions for dozens of SaaS products, enterprises may heavily depend on a sole general-purpose AI assistant to manage operations. Bloomberg has noted that progress in new AI automation tools from Anthropic provoked a sell-off of up to $285 billion in software stock market capitalisation in the first week of this month
On the other hand, Bitcoin is continuously showing a robust relation with software stocks. Private credit flows mainly influence this relationship
The analyst Jim Bianco mentioned that software stocks are struggling again today. $IGV is basically back to the panic lows witnessed last week. He also asked to not forget another type of software, programmable money crypto and Bitcoin with the software index. They are the same thing
Highlighted Crypto News Today:
ETHZilla Launches Jet Engine-Backed Token Offering
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
Dalio: "There is only one kind of gold," Bitcoin is not a true safe haven tool for central banks
Bridgewater Associates founder Ray Dalio criticized Bitcoin in a podcast, calling it "digital gold," emphasizing that gold is the most mature form of currency, and highlighting three major risks of Bitcoin: lack of central bank backing, insufficient privacy protection, and the threat of quantum computing. He believes that gold's independent hedging characteristics have an advantage in geopolitical conflicts, while Bitcoin is more of a high-risk asset. Therefore, Dalio questions whether Bitcoin can truly serve as a safe haven during crises.
MarketWhisper10m ago
Why did Bitcoin drop today? Trump threatens to deploy ground troops, Iran conflict uncertainty prolongs
U.S. President Trump has shown a contradictory stance on military actions against Iran, making the market's assessment of conflict risk more difficult and leading to downside pressure on risk assets such as Bitcoin. Technical analysts warn that if Bitcoin cannot break through the key resistance level, it may fall below $60,000, triggering a chain of liquidations and further declines. Market uncertainty has increased, but analysts believe this is just a process of clearing out weak investors, and the bull market is not over.
MarketWhisper22m ago
Crypto Fear Index drops to 10, market "Extreme Fear" has lasted nearly a month
BlockBeats News, March 4th, according to Alternative Data, today’s cryptocurrency Fear and Greed Index is 10 (yesterday was 14), and the market remains in a state of "Extreme Fear" for nearly a month.
Note: The Fear and Greed Index threshold is 0-100, including indicators: Volatility (25%) + Market Trading Volume (25%) + Social Media Buzz (15%) + Market Surveys (15%) + Bitcoin’s Market Share (10%) + Google Search Trends (10%).
GateNews48m ago
ETF Launch Fails to Stem Tide As XRP Sinks to $1.81, Lowest Since April
Crypto asset manager Bitwise’s launch of a spot XRP exchange-traded fund on Nov. 20 failed to lift the token, which fell to $1.81 — its weakest level since April — before a broader Nov. 21 sell‑off drove monthly losses above 20%.
ETF Launch Followed by Double-Digit Losses
The highly
Coinpedia2h ago
Here’s Where Gold Price Could Head Next After the $300 Drop
Gold recently experienced a significant drop, yet analyst Shirley believes the decline may be a temporary dip before a rebound. She highlights the $5,000–$5,050 range as key support and anticipates gold could rise toward $5,350–$5,400 if buyers maintain that level.
CaptainAltcoin4h ago
Analyst Says Not Buying Kaspa (KAS) Here Is a “Disservice” – Here’s Why
Analyst Says Not Buying Kaspa (KAS) Here Is a “Disservice” – Here’s WhyTraders are talking more about Kaspa (KAS), but this time it’s not about excitement or noise.
One market watcher said skipping Kaspa at these prices would feel like doing his family a disservice. He’s aiming for $0.23 and p
CaptainAltcoin5h ago
