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On-chain Anthropic valuation edged higher,OpenAI fell nearly 5%BlockBeats reported that October 16,Anthropic on-chain valuation contract ANTH is currently quoted at 1951.4 and rose approximately 24 over the past 0.32%, implying a market capitalization of approximately 1951000000000 USD;OpenAI valuation contract OAI is quoted at 1551.3 over the same period, 4.87%with no rebound after yesterday's decline, implying a market capitalization of approximately 1551000000000 USD, a difference of approximately 5.19 percentage points.
There is also a significant gap in on-chain trading volume.ANTH was approximately 24 in trading volume over the past 31570000 USD, with an open interest notional value of approximately 41520000 USD;OAI had trading volume of approximately 8550000 USD over the same period, with open interest of approximately 7070000 USD。ANTH had trading volume approximately OAI times that of 3.7 and an open interest size approximately 5.9 times that of
According to Reuters,Anthropic recently disclosed relatively strong growth data, but the market has also begun to reassess its valuation.Anthropic revenue in the third quarter increased to 16800000000 USD, up 45%year on year, and it achieved adjusted profitability, although growth slowed significantly from the previous quarter.
Previously,October 15 reported that some investors' expectations for its potential IPO valuation had been reduced from approximately 2000000000000 USD to approximately 1500000000000 USD, which is not the final IPO pricing.OpenAI continues to see a contest over revenue scale and valuation. Market estimates had previously suggested that its annualized revenue run rate was close to 70000000000 USD; however, Bloomberg reported that as of the end of September it was approximately 50000000000 USD. The difference is partly attributable to differing statistical definitions of cloud-channel revenue; the company still expects to reach or exceed 2026 in annualized revenue by the end of 70000000000 USD.
From an on-chain perspective, the market's trading interest in the two companies is also asymmetric:ANTH prices were broadly flat, but its trading volume and OI were significantly higher than those of OAI。ANTH current estimated hourly funding rate is approximately −0.00124%,OAI is approximately +0.00127%.
Original link https://m.theblockbeats.info/flash/372195