Viewpoint: Tonight's Powell Speech Expected to Cause a 2% Price Swing for Bitcoin

Fund Monetalis appears to have sold $UNI and bought $HYPE. Wallets linked to #Monetalis sold 3.72M $UNI($13M) through Cumberland, then bought 171,543 $HYPE($9.56M).

According to monitoring by Ai Yi, a crypto whale that built a position worth approximately $30.05 million in ETH this June is suspected of reducing its holdings. The address transferred 7,981 ETH (valued at around $14.99 million) to FalconX three hours ago. Since July, the address has sent a total of 10,735.8 ETH (worth roughly $20.04 million) to FalconX. Calculated at an average cost of about $1,637, selling all the ETH transferred this time would generate an estimated profit of $2.47 million, with the current deposit price standing at approximately $1,867. The wallet currently holds around 7,625 ETH, valued at roughly $14.2 million, with an unrealized floating profit of about $1.86 million.

Two people familiar with Anthropic’s financial affairs revealed that the AI firm projects its revenue will reach $190 billion to $200 billion by 2028. This forecast is far higher than the $47 billion in "annualized revenue" the company announced in May this year. Four sources said bankers and investors are using enterprise value-to-revenue multiples to value Anthropic based on the projection. Revenue multiples are common for high-growth software companies that have not yet built mature profit models. However, extending the forecast horizon to two years out is unusual, reflecting the rapid expansion of Anthropic’s business and the challenge of setting valuation benchmarks for a company that is still making heavy investments in AI infrastructure. (Jinshi)

According to Lookonchain monitoring, wallets linked to the Monetalis fund are suspected of conducting asset rotation operations. The Monetalis-associated wallets sold approximately 3.72 million UNI tokens via Cumberland, valued at around $13 million, and subsequently purchased 171,543 HYPE tokens worth roughly $9.56 million. It remains unclear whether this transaction represents an official position adjustment by the fund, but on-chain data shows its capital flow has shifted from UNI to HYPE.

According to monitoring by Onchain Lens, Chainlink has completed another LINK repurchase operation, acquiring 127,740 LINK tokens valued at approximately $1.12 million, and transferred the tokens to its reserve wallet. Data shows that Chainlink Reserve currently holds around 5.48 million LINK, worth roughly $48.5 million, with an average acquisition cost of $11.14 per token.

According to Bloomberg, Anthropic’s preliminary second-quarter revenue exceeded $11.5 billion, growing at least 14-fold from $787 million in the year-ago period and outpacing the first quarter’s $4.73 billion. The company posted positive adjusted operating profit in the quarter. Once a laggard in the AI race, Anthropic has seen its growth accelerate significantly as more professionals use its software to streamline workflows such as programming. In May this year, Anthropic’s annualized revenue crossed $47 billion. For comparison, OpenAI previously disclosed annualized revenue of over $40 billion, though the two firms’ calculation methodologies may not be fully aligned. Competition in the AI sector is heating up, with year-to-date IPO financing reaching $256.4 billion, a new high since 2021 (excluding financial instruments like SPACs).