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Anthropic

11 pieces · Aug 2024 to Oct 2026 · 4 flagship

Sectors

AI10 Perps3 Hyperliquid2 ZK1 Privacy1 Quantum1

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22024

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82026

Start here · the strongest pieces on Anthropic

Breakdown17 Oct 2026Ethereum's ZK L2s in the age of quantum, privacy and AIStarknet, zkSync and Aztec outperformed ETH since 1 Sep (STRK +173%, ZK +81%, AZTEC +50% vs ETH -1.4%) on quantum and privacy exposure. Compares proof, privacy and PQ plans; the best proof story has the weakest privacy story against harvest-now-decrypt-later.Thesis25 Oct 2025Sentient: the Linux of AI and a $10B+ launch valuation caseArgues open-source AI wins as Linux did, and that Sentient's GRID, ROMA benchmarks and four NeurIPS 2025 papers justify a $10B-$30B TGE valuation. Benchmarks against Bittensor ($8B) and Anthropic ($183B).Breakdown21 Aug 2026Weekly AI x Robotics digest: open models, AI capital, Unitree IPOFirst weekly digest on AI x Robotics: open-weight releases (GLM-5.3, DeepSeek V4 Pro, Qwen3.8-Max), AI funding and revenue, and the Unitree IPO. Argues post-training is the new moat and Hyperliquid perps priced Unitree better than the Shanghai open.

Timeline · every piece, newest first

2026 8

17 Oct 2026Ethereum's ZK L2s in the age of quantum, privacy and AIStarknet, zkSync and Aztec outperformed ETH since 1 Sep (STRK +173%, ZK +81%, AZTEC +50% vs ETH -1.4%) on quantum and privacy exposure. Compares proof, privacy and PQ plans; the best proof story has the weakest privacy story against harvest-now-decrypt-later.BreakdownZKPrivacyQuantum

21 Aug 2026Weekly AI x Robotics digest: open models, AI capital, Unitree IPOFirst weekly digest on AI x Robotics: open-weight releases (GLM-5.3, DeepSeek V4 Pro, Qwen3.8-Max), AI funding and revenue, and the Unitree IPO. Argues post-training is the new moat and Hyperliquid perps priced Unitree better than the Shanghai open.BreakdownAIRoboticsPerps

20 Aug 2026Entropy's ANTH pre-IPO perp on Hyperliquid: $1.83T implied valuationEntropy's HIP-3 ANTH perp prices Anthropic at about $1.83T, roughly 90% above the $965B Series H but about 9% below the $2T+ IPO target reported by the FT. Compares the setup to the Unitree pre-IPO perp.DataHyperliquidPerpsAI

18 Jun 2026Why a ZHIPU perp on Hyperliquid matters: Chinese frontier AI at a discounttrade.xyz bought the ZHIPU HIP-3 ticker, bringing a perp on HK-listed Zhipu (~$120B) onchain. Compares it with Anthropic (~$965B), OpenAI (~$852B) and SpaceX (over $2T) to argue the Chinese frontier trades at a fraction of US comps.ThesisAIPerpsHyperliquid

15 Jun 2026I Built a Research Desk Staffed Entirely by AI Agents. It Works.Presents an autonomous AI research pipeline and its latest report on the June 2026 export control on Fable 5 and Mythos 5. Argues the decentralized inference thesis is right but the assets being bid (TAO, NEAR, Render) are mostly wrong.ArticleAIDePINRegulation

15 Feb 2026AI release calendar for February 2026: DeepSeek V4, Grok 4.20, Sonnet 5Lists expected and rumored model launches and highlights DeepSeek V4 reports: ~1T MoE with ~32B active, 1M+ context, Engram architecture and 80%+ on SWE-Bench Verified. Notes competition shifting from benchmarks to agent orchestration.Market takeAI

15 Feb 2026OpenAI hires OpenClaw creator: what it means for agents and cryptoReads OpenAI's hire of Peter Steinberger as a catalyst for OpenClaw adoption and a fumble by Anthropic. Argues the agentic economy is a crypto opportunity via onchain verifiability, decentralized compute and agent-ready financial infra.Market takeAI

29 Jan 2026AI season roundup: Clawdbot, Claude Cowork, Kimi K2.5 and open models31-part curated thread tracking late January 2026 AI news: the viral Clawdbot agent, Anthropic's Cowork and skills releases, vibe-coding tools and open-weights model launches.OtherAITooling

2025 1

25 Oct 2025Sentient: the Linux of AI and a $10B+ launch valuation caseArgues open-source AI wins as Linux did, and that Sentient's GRID, ROMA benchmarks and four NeurIPS 2025 papers justify a $10B-$30B TGE valuation. Benchmarks against Bittensor ($8B) and Anthropic ($183B).ThesisAI

2024 2

10 Sep 2024LLM benchmark: GPT-4o and Claude 3.5 Sonnet lead MMLU, GPQA and MATHRelays Artificial Analysis benchmarking of leading LLMs on MMLU, GPQA and MATH, prompted by the Reflection Llama 3.1 70B controversy. GPT-4o and Claude 3.5 Sonnet top all three categories.DataAI

21 Aug 2024Four AI labs raised $31.4B: why agents need crypto railsOpenAI, Anthropic, xAI and Databricks have raised $31.4B combined. Argues the resulting agent economy needs the permissionless, deterministic infrastructure that crypto provides.ThesisAI

Often covered with

OpenAI13 DeepSeek10 Meta5 Bittensor34 Starknet39 zkSync41 Aztec28 Unitree12

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