Code4Money
9 Posts
Code4Money
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Block User
what is the code?
Occasional Trader
2.5 Years
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37 Followers
34 Liked
Posts
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$ANTHROPIC expects its annualized revenue run rate to surpass $100 billion by the end of 2026.
📊 Revenue Projections
•Projected 2026 annualized run rate: Exceeds $100 billion
•Previous July 2026 run rate: $65 billion
•Q2 2026 actual revenue: $11.5 billion
📈 Growth Milestones
•Rapid enterprise adoption of Claude
•Historic profitability achieved in Q2 2026
•Scaled up from $10 billion in 2025
⚠️ Valuation Context
•Targeting a $2 trillion IPO valuation
•Revenue accounting includes gross cloud partner totals
•Market comparisons mirror massive AI infrastructure demand
$ANTHROPIC #Anthropic
{future}(ANTHROPICUSDT)
$ANTHROPIC expects its annualized revenue run rate to surpass $100 billion by the end of 2026.
📊 Revenue Projections
•Projected 2026 annualized run rate: Exceeds $100 billion
•Previous July 2026 run rate: $65 billion
•Q2 2026 actual revenue: $11.5 billion
📈 Growth Milestones
•Rapid enterprise adoption of Claude
•Historic profitability achieved in Q2 2026
•Scaled up from $10 billion in 2025
⚠️ Valuation Context
•Targeting a $2 trillion IPO valuation
•Revenue accounting includes gross cloud partner totals
•Market comparisons mirror massive AI infrastructure demand
$ANTHROPIC #Anthropic
📊 Revenue Projections
•Projected 2026 annualized run rate: Exceeds $100 billion
•Previous July 2026 run rate: $65 billion
•Q2 2026 actual revenue: $11.5 billion
📈 Growth Milestones
•Rapid enterprise adoption of Claude
•Historic profitability achieved in Q2 2026
•Scaled up from $10 billion in 2025
⚠️ Valuation Context
•Targeting a $2 trillion IPO valuation
•Revenue accounting includes gross cloud partner totals
•Market comparisons mirror massive AI infrastructure demand
$ANTHROPIC #Anthropic
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$NEAR Short Thesis
Price successfully reclaimed the $1.81–$1.96 zone after a liquidity sweep on the daily. Structure remains constructive as long as it holds above this level.
• First target: $4.50
• Macro target: ~$6.30
• Invalidation: below $1.53
Solid spot setup with clear risk-reward. Current consolidation looks like an accumulation phase.
DYOR. NFA.
$NEAR Short Thesis
Price successfully reclaimed the $1.81–$1.96 zone after a liquidity sweep on the daily. Structure remains constructive as long as it holds above this level.
• First target: $4.50
• Macro target: ~$6.30
• Invalidation: below $1.53
Solid spot setup with clear risk-reward. Current consolidation looks like an accumulation phase.
DYOR. NFA.
Price successfully reclaimed the $1.81–$1.96 zone after a liquidity sweep on the daily. Structure remains constructive as long as it holds above this level.
• First target: $4.50
• Macro target: ~$6.30
• Invalidation: below $1.53
Solid spot setup with clear risk-reward. Current consolidation looks like an accumulation phase.
DYOR. NFA.
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The SEC’s Innovation Exemption marks a meaningful shift from resistance to limited accommodation of digital assets. By temporarily allowing tokenized NMS stocks to trade onchain through controlled venues, the Commission is laying the groundwork for more efficient, blockchain-based capital markets, while still prioritizing investor protection.
Recommendation on Tokenizing Circle Stock ($CRCL):
Tokenizing Circle’s stock ($CRCL) would be a strong and logical use case under this new framework.
Reasons:
• Circle is a crypto-native company (issuer of USDC) with deep ties to the blockchain ecosystem.
• A tokenized version of $CRCL would naturally appeal to both crypto-native investors and institutions seeking onchain equity exposure.
• It could serve as one of the most compelling early examples of bridging traditional equity with onchain finance under the Innovation Exemption.
Refined Thesis:
The Innovation Exemption creates a real opportunity for tokenizing stocks of crypto-native companies like Circle ($CRCL), positioning them as ideal bridges between traditional finance and onchain markets.
$USDC
{spot}(USDCUSDT)
The SEC’s Innovation Exemption marks a meaningful shift from resistance to limited accommodation of digital assets. By temporarily allowing tokenized NMS stocks to trade onchain through controlled venues, the Commission is laying the groundwork for more efficient, blockchain-based capital markets, while still prioritizing investor protection.
Recommendation on Tokenizing Circle Stock ($CRCL):
Tokenizing Circle’s stock ($CRCL) would be a strong and logical use case under this new framework.
Reasons:
• Circle is a crypto-native company (issuer of USDC) with deep ties to the blockchain ecosystem.
• A tokenized version of $CRCL would naturally appeal to both crypto-native investors and institutions seeking onchain equity exposure.
• It could serve as one of the most compelling early examples of bridging traditional equity with onchain finance under the Innovation Exemption.
Refined Thesis:
The Innovation Exemption creates a real opportunity for tokenizing stocks of crypto-native companies like Circle ($CRCL), positioning them as ideal bridges between traditional finance and onchain markets.
$USDC
Recommendation on Tokenizing Circle Stock ($CRCL):
Tokenizing Circle’s stock ($CRCL) would be a strong and logical use case under this new framework.
Reasons:
• Circle is a crypto-native company (issuer of USDC) with deep ties to the blockchain ecosystem.
• A tokenized version of $CRCL would naturally appeal to both crypto-native investors and institutions seeking onchain equity exposure.
• It could serve as one of the most compelling early examples of bridging traditional equity with onchain finance under the Innovation Exemption.
Refined Thesis:
The Innovation Exemption creates a real opportunity for tokenizing stocks of crypto-native companies like Circle ($CRCL), positioning them as ideal bridges between traditional finance and onchain markets.
$USDC
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1000x faster proofs?! 🤯 @lagrangedev is turning what used to take hours into seconds. #lagrange and $LA LA aren’t just an upgrade — they’re the future of cross-chain speed and security. 🌐⚡
{spot}(LAUSDT)
1000x faster proofs?! 🤯 @Lagrange Official is turning what used to take hours into seconds. #lagrange and $LA LA aren’t just an upgrade — they’re the future of cross-chain speed and security. 🌐⚡
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