Anthropic May Issue Convertible Promissory Notes With Total Value Up to $42 Billion

According to TradingBeats, the Brazilian stock ETF contract EWZ deployed by Trade.xyz on Hyperliquid is currently priced at $32.72, down approximately 27.22% in 24 hours, with a trading volume of around $100 million and open interest of $32 million. Over the past 24 hours, total liquidations for EWZ across the network reached $14.9167 million, including $14.7275 million in long positions and $189,200 in short positions. The long-short ratio has risen to 4:1, indicating bottom-fishing capital is entering the market, and EWZ has rebounded 5.3% in the past five hours. This decline coincided with the outcome of Brazil’s general election, reversing the market’s previous betting trend. At 08:08 Beijing Time today, Brazil’s Superior Electoral Court confirmed Luiz Inácio Lula da Silva (Lula)’s re-election victory. Previously, the market had bet on right-wing candidate Flávio Bolsonaro winning, expecting him to push for fiscal tightening, lower financing costs, and support the Brazilian real’s strength. Reuters reported that as of last Friday, Brazil’s stock market had risen nearly 7% from before the first round of voting, and the real had appreciated nearly 5% against the U.S. dollar. With Lula’s re-election, this trading logic is now being re-evaluated. Alejo Czerwonko, Chief Investment Officer for Emerging Markets at UBS Global Wealth Management, stated that the market rally after the first round of voting could be largely unwound, and credible commitments to fiscal discipline and a path to debt stability will need to be demonstrated going forward.

After Anthropic officially filed its S-1 IPO prospectus today, discussions about its financial data on X have surged. Bullish investors argue the company has demonstrated "historic" growth and commercialization capabilities, supporting a potential $2 trillion IPO valuation. Key bullish points include: revenue hit $16.3 billion in H1 2026, growing roughly 14–15 times from ~$1.1–1.2 billion in the same period last year; Q3 revenue further rose to $16.8 billion, with a sequential increase of ~45%. Prominent tech investor Peter Diamandis noted Amazon, Google, and Apple took 21, 10, and 20 years respectively to reach $16 billion in annual revenue, while Anthropic achieved this in just half a fiscal year. Meanwhile, unit compute efficiency has improved sharply: every $1 spent on compute now generates ~$2.08 in revenue, a major upgrade from prior levels. Some analyses show free cash flow turned positive in H1 (around $3.4 billion), and adjusted profitability plus a high net revenue retention rate (about 900%) further boost confidence. The quality of enterprise clients is also favored, with over 11,900 customers paying more than $100,000 annually. Bullish advocates stress that despite a $80.7 billion net loss on the books, most of this is non-cash accounting adjustments, so actual operational performance is far better than the "cash burn" narrative. As products like Claude accelerate enterprise adoption, the market is reassessing Anthropic’s long-term growth potential.

Crypto platform Trade.xyz announced in a post that its pre-IPO perpetual contract (IPOP) market for Anthropic (ticker: ANT) is now officially live. The U.S. dollar-denominated contract tracks one Class A common share of Anthropic, PBC (Nasdaq: ANT), operating as a pre-IPO instrument that reflects the market’s expectations for the company’s future share price. Trade.xyz noted the contract will convert to a standard XYZ perpetual contract once Anthropic completes its official IPO. The platform also warned that pre-IPO markets carry higher volatility: as market expectations shift, mark prices may hit price discovery range limits more frequently, temporarily capping the gap between mark prices and reference prices.

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