Anthropic's Claude launch triggered a sell-off in tech stocks, with IBM experiencing a single-day decline of up to 13.15%, the largest one-day drop since 2000, indicating that capital is shifting more broadly into safe-haven assets. Meanwhile, the contraction of USDT supply (a rare event historically associated with market bottoms) suggests that the cryptocurrency market may be stabilizing. Analysts believe that concerns in the traditional tech sector about artificial intelligence, combined with the growing integration of AI in the blockchain space, could catalyze the next wave of capital inflows into cryptocurrencies.