Crypto Strategist

Defi
Airdrop
TGE
Tokenized Stock
Pre-IPO

[Crypto Strategist @ssdhs1104]

@GONOGO_Korea 비치크루즈 풀빌라는 생각보다 상당히 좋아요 룸도 넓고 안에 자쿠지까지 있어서 쉬기도 좋구요 구경할거 먹을거 별로 없는건 단점인데 저 호텔 하나는 괜춘

[Crypto Strategist @ssdhs1104]

@0xblackluke @arbitrum @virtuals_io @ProjectVEXai 오 저도올리신글 보고 확인해보니 22배됐네요 2~3일전에 산거같은데

[Crypto Strategist @ssdhs1104]

@3janexyz I saw that this week's emission has been completed, but I still haven't received my emission/rewards yet.

Could you please check if there's an issue with my account, or let me know if the distribution is still in progress?

[Crypto Strategist @ssdhs1104]

@xymon7777777 저도 매주 그걸로 받고 있는데 자체 이자율 2% 수준에 예전에는 보팅하면 20퍼 이상씩은 나왔는데 요즘 10퍼 중반대 나오더라구요 apr이...?

[Crypto Strategist @ssdhs1104]

@SabuCoin 지금 현재 가치평가받은게 950b 아닌가요?? 경단위 ipo가되려면 지금 가격에서 10배는 더 뛰어야되는데요?ㄷㄷ

[Crypto Strategist @ssdhs1104]

@HarryCheoh @teaprotocol I did it

[Crypto Strategist @ssdhs1104]

@JimiKhugan @teaprotocol you need eth in base mainnet

[Crypto Strategist @ssdhs1104]

@trylimitless 0x120ba95fcbce9e2fb137720ed58afac95f3ee8be

[Crypto Strategist @ssdhs1104]

저도 지금 그런방식으로 투자하고 있어서 문의 넣었는데 이사회에서 승인된 SPV가 존재하는지 여부랑 issuer approval 받았는지 증빙하는게 제일 중요할거 같네요. 만약 주식 양도에 대한 인정이 안되면 IPO 하고 락업 종료 시점에 주식이 아닌 청산 대금 양도 방식으로 진행이 되려나 알아보고 있습니다.

[Crypto Strategist @ssdhs1104]

Anthropic Slice / SPV 구조 관련해서 좀 더 찾아보다 보니 여러 플랫폼 투자자들이 꼭 확인해야 할 중요한 포인트들이 있는 것 같습니다.

Anthropic은 최근 공식적으로:

Anthropic 주식의 SPV 이전은 금지되어 있으며,
승인되지 않은 양도는 무효(void)이고,
회사 장부 및 주주 기록에도 인정되지 않는다고 밝혔습니다.

그런데 동시에 여러 플랫폼에서는 여전히:

SPV 구조,
토큰화된 상품,
세컨더리 allocation,
경제적 권리(exposure) 형태로
Anthropic 관련 상품을 판매하고 있습니다.
여기서 핵심은 단순히 “SPV가 존재하느냐”가 아닙니다.

진짜 중요한 질문은:
“그 Anthropic 주식 이전이 실제로 Anthropic 이사회 승인 및 shareholder records/cap table 상 인정을 받은 거래인가?” 입니다.

즉,
회사 승인된 secondary/SPV 구조
와

Anthropic이 공식적으로 인정하지 않는 단순 경제적 노출 상품
은 완전히 다른 문제입니다.

일부 플랫폼들은:
issuer approval을 받았고,
transfer가 적법하며,
SPV 구조가 유효하다고 주장합니다.

반면 어떤 경우에는 실제 주주 권리가 아니라 제3자/SPV 운영사에 대한 계약상 경제권만 보유하는 구조일 수도 있습니다.

많은 투자자들이 “간접적으로 Anthropic 지분을 보유한다”고 생각하지만, 법적으로는 실제 Anthropic shareholder가 아니라 단순 계약상 권리만 갖는 구조일 가능성도 있다는 점이 중요해 보입니다.
향후 IPO나 liquidity event 이후 투자자들에게 실제 주식이 아니라 현금 정산(cash settlement)만 이뤄질 가능성도 있어 보입니다. 다만 그 경우에도 결국 SPV와 underlying share transfer 자체가 유효한 구조인지가 핵심이라고 생각합니다.
현재 저는:

Anthropic 이사회 승인 여부,

transfer consent,

cap table 반영 여부,

ROFR 및 transfer restriction,

기존 SPV grandfathering 여부
등에 대해 플랫폼 측에 확인 요청을 진행 중입니다.
혹시 Anthropic SPV exposure를 제공하는 플랫폼으로부터 구체적인 답변이나 관련 문서를 받은 분들이 있다면 공유 부탁드립니다.

#Anthropic
#AI
#SPV
#PrivateMarkets
#PreIPO
#SecondaryMarket
#Tokenization

[Crypto Strategist @ssdhs1104]

After digging deeper into the Anthropic Slice / SPV situation, I think there are some important questions investors across multiple platforms should seriously consider.

Anthropic recently stated publicly that:

transfers of Anthropic shares to SPVs are prohibited,
unauthorized transfers are considered void,
and unapproved transactions will not be recognized on their books and records.

At the same time, many platforms are still offering “Anthropic exposure” through SPVs, tokenized structures, secondary allocations, or synthetic economic rights.

The key issue is NOT simply whether an SPV exists.

The real question is:
Was the underlying Anthropic share transfer actually approved by Anthropic’s board and recognized within their shareholder records/cap table?
There’s a major difference between:

an issuer-approved secondary/SPV structure,
and

an unapproved economic exposure product that may not be formally recognized by Anthropic.
Some platforms claim:
issuer approvals were obtained,

transfers were compliant,

and the SPV structure is legally valid.
Others may only provide contractual economic exposure without direct shareholder recognition.
This becomes especially important because many investors assume they are indirectly holding legitimate Anthropic equity exposure, while legally they may only hold contractual rights against a third party/SPV operator.

One possible outcome is that investors are eventually cash-settled after a liquidity event/IPO rather than ever receiving recognized underlying shares directly. But even then, the validity of the SPV/share transfer chain still matters.

I’m currently trying to get clarification regarding:

board approval,

transfer consent,

cap table recognition,
ROFR/transfer restrictions,
and whether existing SPVs were grandfathered or exempted.
If anyone has received concrete answers or documentation from platforms offering Anthropic SPV exposure, please share.

#Anthropic
#AI
#SPV
#PrivateMarkets
#PreIPO
#SecondaryMarket
#Tokenization

[Crypto Strategist @ssdhs1104]

@wlthxyz @wlthxyz

[Crypto Strategist @ssdhs1104]

@wlthxyz I think there may be some important legal / structural questions regarding the Anthropic Slice offering. The Discord support ticket system doesn’t seem to be working for me.

Where is the best place to contact the team directly about Anthropic Slice / SPV structure questions?

[Crypto Strategist @ssdhs1104]

The site at https://t.co/RQCJisZYec isn’t even working anymore. Stop posting pointless Twitter updates and start showing actual progress or delivering real results. If not, at least give people what they want — a clear TGE schedule or some kind of real interaction instead of this one-sided communication.

[Crypto Strategist @ssdhs1104]

@ArAIstotle I tried to withdraw my staked FACY, but I only received the principal back and none of the staking rewards. What happened to the staking interest/rewards? Could you please explain?

[Crypto Strategist @ssdhs1104]

@colu_farmer 전 200만 xp에 넣었는데 아침에 예상배정이 700달러 나오던데요... 경쟁심한듯ㄷㄷ

[Crypto Strategist @ssdhs1104]

@SierraIsMoney @pendle_fi Thank you so much. I will check on Friday!

[Crypto Strategist @ssdhs1104]

@Peri_83 @PendleIntern @SierraIsMoney Hey, can I ask how you're earning Sierra points? Are you getting them by holding YT?

[Crypto Strategist @ssdhs1104]

@PendleIntern @SierraIsMoney I purchased Sierra YT on Pendle, but the PEAK rewards are not showing up. Does it take some time for them to be reflected?