topblaster • ai
Konohagakure no sato
Joined February 2022
- Tweets10.5K
- Following2K
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25 4L retweeted
anthropic’s IPO could be one of the most interesting AI market events to watch
but there’s something even more interesting than the IPO itself: the valuation reset happening around it
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earlier expectations placed Anthropic’s valuation as high as $2T. now, reports suggest potential investors are considering $1.1T–$1.3T
that’s a significant difference
it tells us something about the current market: investors are becoming more selective about how much they’re willing to pay for AI growth
as a trader, this really interests me
a strong company doesn’t automatically make every entry a good one. valuation matters, timing matters, and the price you get in at can make a huge difference to your eventual outcome
this is also why Bitget’s Anthropic public subscription round caught my attention
for anyone looking to explore exposure to Anthropic ahead of its public listing, Bitget is an option worth considering. it provides a way to participate through its subscription offering, with rTokens issued after the round closes and the option to hold or trade, subject to the applicable
it’s an opportunity i’d seriously consider exploring, especially for anyone already following the AI sector and looking for early exposure
one important deadline:
the Bitget VIP subscription window has been extended and closes tomorrow, november 11, at 08:00 utc
if you’re eligible for the VIP round, don’t overlook the deadline
the AI opportunity may still be massive, but the days of treating every AI valuation as justified are changing
that’s exactly why entry price and access matter more than ever
see how mindshare from montra trickles down to tokens launched on the pad when it pumps
the reverse happens with float, float pumps - float tokens dump
L 👎
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25 4L retweeted
The biggest lesson 2026 has taught all crypto bros is even $50 is a lot of money. Everyone can finally agree.
25 4L retweeted
TL/DR on elysium in 2mins 👇
elysium just launched, and there’s a bigger story here than the meme side ct is pushing
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elysium is built by @kinetiq_xyz , a team that has been building within the hyperliquid ecosystem since 2023, elysium aims to solve an important problem:
giving developers more room to build sophisticated financial applications around hyperliquid
but why is that necessary?
• hyperliquid has hypercore, its powerful trading engine, and hyperevm, its smart contract environment
the challenge is that hyperevm has execution limitations for applications that need frequent transactions, rapid price updates and more complex financial operations
elysium aims to change that
• built using arbitrum orbit, it targets 100ms block times and 300 million gas units per second, with $hype as its native gas token
but speed isn’t the most interesting part
it’s the planned connection to hypercore
through el1read and el1write, smart contracts will be able to read and interact with hypercore’s order-book infrastructure
imagine an automated market maker that can monitor actual buy and sell orders on hypercore, adjust its pricing based on available liquidity and potentially hedge its exposure against existing markets
• there’s also the potential for a more connected asset lifecycle:
tokens launching on elysium, building liquidity through amms and potentially progressing towards hypercore spot markets and hip-3 perpetual markets
crypto doesn’t have a shortage of new tokens. it has a shortage of sustainable liquidity and efficient access to deeper markets
elysium is trying to connect those pieces
its revenue model is interesting too: 50% of sequencer revenue goes towards buying and burning $kntq, 25% to builders and 25% to protocol operations
here’s what i’ll be watching before EOM:
→ real liquidity and organic trading volume
→ adoption by professional market makers
→ the delivery of hypercore integrations
→ whether new assets develop sustainable markets beyond launch incentives
my takeaway?
i’m not really interested in another chain promising faster transactions, i’m more interested in infrastructure that makes asset creation, liquidity provision and trading work together
if elysium delivers on that vision, it could become a meaningful addition to the hyperliquid ecosystem
25 4L retweeted
Haven’t done a proper CT catch-up in about two weeks.
it’s been a rollercoaster of hacks. we really couldn’t catch a break.
Here’s what happened over the past weeks, in case you missed a few.
1- THE PAST TWO WEEKS (OCT 18–31)
Binance suffered what was reported as one of the largest crypto thefts in history, with approximately $6.3–6.4B drained across multiple chains around October 29.
The FBI and blockchain analytics firms attributed the attack to North Korea’s TraderTraitor group, an attribution North Korea denied. Maybe I did it then🤷♀️
Before that, we had CoinDCX losing approximately $16M, Initia suffering an exploit involving an unauthorised mint worth about $2.7M, and X100 losing roughly $4.8M through a governance attack.
There was also the $7.45M Avalanche multisig incident, where an MEV bot reportedly intercepted the exploit and returned most of the funds.
2- THIS WEEK (NOV 1–7)
Mercado Bitcoin happened.
The Brazilian exchange suffered another major security breach, with approximately $48.6M drained across multiple chains. Around $11–12M was frozen, and the exchange pledged to cover affected users.
3- CZ AND ELON MUSK
Elon Musk appeared to troll Binance amid the incident, posting “Everyday is Zeroday” and reacting to conversations around the hack.
CZ eventually reminded Elon that Binance had backed his Twitter acquisition with $500M, and that the resulting SpaceX stake was now reportedly worth over $1B.
Recently, they’ve also been going back and forth on the TL. It’s been a bit dramatic and funny to watch, but they might actually have some serious beef going on. 😂
4- BUBBLEMAPS
Bubblemaps announced that one of crypto’s largest KOLs had allegedly been secretly extracting millions from their audience and promised to expose them.
People immediately started speculating, with Ansem among the names being pointed at, alongside a few others.
What’s particularly interesting is that Bubblemaps made the announcement before actually publishing the investigation.
One would wonder why they had to announce it first, with the whole teaser feeling almost like a call for negotiation.
Either way, we’re waiting.
5- AI
Cat Wu, who led product for Claude Code at Anthropic, left to join OpenAI’s Core Products team.
Anthropic also made IPO-related moves, adding another major development to the AI race.
The competition between AI labs continues to get more intense, with talent, products and capital all moving around.
If you’re still slacking on embracing it,I don’t know what to tell you.
6- THE MARKET
Honestly, it’s been a rough stretch.
BTC traded around the $75K mark this week, with heavy spot Bitcoin ETF outflows and over $1B in liquidations during some of the sharper sell-offs.
ETH and most of the broader market haven’t exactly been inspiring either with the stocks losing trillions in valuation.
Of course, there are still people making money. Some selective perps traders and those catching the right narratives are finding opportunities.
But if we’re being honest, only a handful are having a good time while the rest of the market is struggling.
It’s been a difficult period to be heavily exposed to crypto this year. Definitely our waiting period.
Let’s just keep holding on and hopefully see more good news by next week.
Enjoy your weekend ❤️
imagine spending 1 year learning graphic design and seeing this shit
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