- Anthropic 现在预计2026年的年度收入将大约增长四倍，达到约180亿美元。
- 比特币持续显示出与软件股的强劲关系。私人信贷流主要影响这种关系。
OpenAI的最大对手Anthropic已正式宣布完成一轮价值300亿美元的融资。在此次交易后，公司的融资后估值达到3800亿美元，凸显资本对人工智能行业的强烈吸引力。
然而，除了这个 headline 数字之外，还存在一些复杂的二阶效应，可能会给加密市场带来压力。Anthropic已正式确认其在G轮融资中筹集了300亿美元，估值为3800亿美元。
此次融资主要由GIC和Coatue领投，知名投资者包括Founders Fund、红杉资本、贝莱德、淡马锡等。公司的财务动能已加快，收入的运行速度已达到140亿美元，过去三年年增长超过十倍。
Claude Code已获得强劲的企业客户基础，现有《财富》10强中的8家公司在使用Claude。每年消费超过100万美元的客户数量已从12家增加到超过500家。
软件股面临压力
Anthropic 现在预计2026年的年度收入将大约增长四倍，达到约180亿美元。随着人工智能工具能够自主执行复杂任务，对传统软件的需求可能会大幅下降。
企业可能不再为数十个SaaS产品支付月度订阅费，而是高度依赖单一的通用人工智能助手来管理运营。彭博社指出，Anthropic新一代AI自动化工具的进展引发了本月第一周软件股市市值高达2850亿美元的抛售。
另一方面，比特币持续显示出与软件股的强劲关系。私人信贷流主要影响这种关系。
分析师Jim Bianco提到，今天软件股再次陷入困境。$IGV基本回到了上周的恐慌低点。他还提醒不要忘记另一类软件，即可编程货币加密和比特币与软件指数的关系，它们实际上是同一回事。
今日重点加密新闻：
ETHZilla推出Jet Engine支持的代币发行
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