Hedge Fund Predicts Claude's End-User Scale Will Reach $500 Million, Enterprise Market Holds the Greatest AI Dividend
Here’s the revised English version adapted to American language conventions:
Per monitoring from the Telegram channel Dynamic Beating (https://t.me/OneMillion_AI), Alex Sacerdote, founder and CEO of hedge fund Whale Rock, shared critical updates at the Sohn Montreal Investment Conference on June 4. As an early investor in Anthropic’s Series G round, Sacerdote revealed that daily active users (DAU) for Anthropic’s Claude have surged to 14 million—up from just 2 million last year. He projects the chatbot’s long-term user base could reach 500 million.
Sacerdote framed the current AI industry as being in the very early stages of vertical growth, comparing the past three years to a “search engine on steroids” while emphasizing that the enterprise market remains the sector’s “real ultimate prize.”
Pushback against AI bubble theories was another key point from Sacerdote: he argued today’s AI leaders have solid profitability and far more reasonable valuations than 1999 internet bubble giant
4 minutes ago
Bitget launches trading for 49 stock tokens, including Futu, BlackBerry, and JD
**Bitget Launches 49 New U.S. Stock & ETF Spot Tokens Following Stock Token 2.0 Upgrade**
Bitget announced on June 5 that it has rolled out trading for 49 U.S. stocks and popular ETF spot tokens, including assets like rFUTU (Futu Holdings), rBILI (Bilibili), rJD (JD.com), rBB (BlackBerry), and rNBIS (Nebius).
The launch arrives after Bitget unveiled its U.S. Stock Token 2.0 upgrade back in May, designed to enhance product experience by prioritizing three core areas: liquidity, asset equity mapping, and capital efficiency. The upgraded U.S. stock spot tokens connect directly to global liquidity pools such as Nasdaq and the New York Stock Exchange (NYSE), with stock dividends issued in a 1:1 token format. Users can also leverage their holdings of these tokens as cross-collateral for unified accounts and U.S. dollar (USD)-denominated contracts, while trading fees for the stock spot products are discounted to as low as 0.04%.
Earlier, Bitget had already integrated 15 U.S. stock tok
4 minutes ago
Forward Industries deposited 455,800 SOL to Coinbase Prime, equivalent to $31.87 million
June 5 — On-chain analytics platform LookOnChain’s monitoring shows that Solana (SOL) treasury firm Forward Industries has racked up an unrealized loss of nearly $1.13 billion on its SOL holdings. After staying quiet for a month, the company transferred 455,784 SOL into Coinbase Prime, a deposit valued at roughly $31.87 million.
Since launching its Solana treasury strategy back in September 2025, Forward Industries has spent approximately $1.59 billion to purchase 6.83 million SOL, at an average price of $232.08 per token. At current market levels, that entire portfolio of 6.83 million SOL is only worth around $458.6 million.
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Curve Founder: Cryptocurrency and AI Are Not in Competition, Both Are Foundational Technologies
On June 5, Curve founder Michael Egorov posted that widespread pessimism is gripping markets regarding Bitcoin and the broader crypto sector. The shift stems from crypto assets falling out of recent favor, as AI stocks now dominate the mainstream market.
Egoror stressed crypto is far from a mere "toy"—it serves a real purpose: granting users self-sovereignty and building an always-on financial network that never halts. He added that institutions are increasingly adopting infrastructure that cuts out cumbersome intermediaries, making the crypto industry fundamentally stronger than it’s ever been.
He also noted AI is a foundational technology but will navigate its own "uncanny valley" phase. Replacing humans with AI, he explained, creates a feedback loop where AI outputs become AI inputs, driving down quality and causing maintenance costs to grow exponentially. Major companies pushing AI’s widespread use may not implement it correctly, leading to inflated reported expenditures.
Import
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Impacted by the "New Stock God" Serenity's recommended buy order, Green Harmony saw a short-term surge of over 8%.
June 5 – Per Bitget data, fueled by “IPO God” Serenity’s “pump signal,” Green Harmony has seen a short-term surge of over 8% and is now trading at $352.7.
Earlier, Serenity, known as the “IPO God,” noted that Green Harmony (ticker: 688017) is his top pick among Chinese listed firms in the humanoid robotics sector; the company is currently valued at around 57.73 billion yuan. China clearly holds a leading edge in scalable mass production, and many Western companies struggle to match Green Harmony’s cost levels. As physical AI advances toward large-scale deployment, he remains extremely bullish on the robotics sector.
4 minutes ago
The ZEC Unlimited Supply Vulnerability was discovered by Anthropic Opus 4.8, and ZEC plunged over 31% in the 24 hours following the discovery.
**Zcash Orchard Pool Vulnerability Triggers Emergency Fix, Sparks 31% ZEC Price Drop**
Zcash founder Zooko Wilcox revealed in a June 5 post a severe counterfeiting vulnerability in the protocol’s Orchard privacy pool, a flaw that could be abused to create an unlimited, undetectable amount of fake ZEC tokens.
Security researcher Taylor Hornby discovered the bug on May 29 using Anthropic’s Opus 4.8 model, then disclosed it to the Zcash Open Development Lab (ZODL). ZODL coordinated an emergency response across the Zcash ecosystem, with a fix rolled out on June 2.
Hornby developed full working exploit code in a local regtest environment, which successfully generated unlimited untraceable counterfeit ZEC during testing. If run on Zcash’s mainnet, this tool would let attackers produce fake tokens that go undetected in user wallets. The vulnerability stems from an under-constrained component in the Orchard circuit: malicious actors can feed false inputs to elliptic curve multiplication, an
4 minutes ago
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