Anthropic(Claude AI母公司)IPO传闻来了,多家权威媒体报道:公司正考虑最快今年10月上市,预计募资规模超过600亿美元,当前估值已在3800亿美元左右,此前一轮融资30B美元。这将是AI赛道超级大事件,与OpenAI竞争上市节奏!
#Anthropic#ClaudeAI#AIIPO
Anthropic is considering going public as soon as in October, sources say, as the artificial intelligence company races with rival OpenAI to hold an IPO https://t.co/LQvcrLsn8F
Bitcoin Treasury Company "Nakamoto" is down -99.34% from its peak, erasing over $23.3 billion from its market cap.
If you invested $100,000 in $NAKA last year, today it would be worth $600.
CULTURE: Despite many digital art projects being displayed at Art Basel Hong Kong, the NFT art market continues to languish.
Bored Ape #5278 listed at 7 ETH, down over 100 ETH from its last sale. A leading indicator that was once considered a rising asset class has retracted greatly.
比特币矿工大举卖BTC转战AI!
矿工们加速从纯挖矿转向AI数据中心,已经集体抛售超1.5万枚BTC(MARA最近3周就卖了1.5万多枚),用来筹钱搞AI/HPC合同(行业已签超700亿美元)。到2026年底,很多矿工AI收入预计占到70%!
预计影响:
• 短期:大量卖盘直接增加市场供应,抛压明显,BTC短期反弹更难,66k附近震荡可能加剧。
• 中期:矿工算力已从1160 EH/s降到920 EH/s,继续卖矿机或减产的话,全网算力会进一步下滑,比特币网络安全边际变弱。
• 长期:矿工现金流更稳定,不再完全靠BTC价格“生死”,行业从“纯BTC玩家”变成AI+挖矿混合体,矿工股票估值会更贴近AI/Nvidia而非单纯跟BTC走;对币圈来说,这是传统算力资源大规模转向AI的信号,可能吸引更多华尔街资金,但也让“BTC是唯一信仰”的叙事被稀释。
#Bitcoin #BTC #Crypto #矿工卖币 #AI
Bitcoin miners are becoming AI companies and selling their BTC to fund the transition https://t.co/0BLXGQAJ5o via @coindesk
Yahoo 也正式下场做 AI 搜索了。
它推出了新的 AI answer engine —— Scout,想借这波 AI 搜索���潮,重新回到互联网搜索主战场。AP 说,Yahoo 计划把它推向约 2.5 亿美国用户,底层技术来自 Anthropic 授权。
现在连这种老牌互联网巨头都在重新下注一件事:
未来搜索,不再只是“给你一堆链接”,而是直接给答案。
说到底,AI 正在逼所有老玩家重新回到牌��。
#AI #Yahoo #Search #Tech
Yahoo turns to AI-powered answer engine Scout to lead it back to its roots in online search https://t.co/bAous2zGWe