Investing Beanstock

Tokenized Anthropic Rises to $1,800 Range, Implying $1.6T–$1.84T Valuation Anthropic tokenized asset (ANTHROPICUSDT) listed on Binance Pre-IPO Perpetual Futures has seen active trading, with prices fluctuating between $1,600 and $1,842; based on the contract's estimated benchmark share count of 1 billion shares, the pre-market derivatives pricing implies a valuation of ~$1.6 trillion to $1.84 trillion for Anthropic, whereas in traditional private markets, Anthropic completed a $65 billion Series H round in May 2026 at a $965 billion post-money valuation, indicating a 65% to 88% premium in the crypto pre-market that aligns closely with Wall Street investment banks' $1.5 trillion to $2 trillion IPO valuation expectations. — link

TP most equities positions. Holding on to Gold and Silver Gonna have a chill weekend and then re-access the rest next week. Spot unchanged. Have also started executing $BTC TWAP for long-term hold. Maybe it’s my crypto PTSD, but wanted to secure gains after a really strong week. Glhf!

*SPACEX-CURSOR MERGER EFFECTIVE AUG 14 Source

Friday’s close should be very telling for neoclouds/Memory. If people are willing to hold risk into the weekend, risk appetite is strong. If it’s the other way round, we should see profit taking going into the close. Will be watching

All those joining the True North x OndoPerp $40K trading competition take note. These are a few things that will help you qualify for the leaderboard

Immediate opportunities that I’m taking action rn: This is gonna dilute me because of how low competition this is, but sharing anyway. This leaderboard screenshot is the True North x OndoPerps competition. As you can see here, it’s very easy to be top 3.…

Immediate opportunities that I’m taking action rn: This is gonna dilute me because of how low competition this is, but sharing anyway. This leaderboard screenshot is the True North x OndoPerps competition. As you can see here, it’s very easy to be top 3. Trading competition runs for 2 weeks, each week $20K prize pool to be won. How to start: 1. Sign up True North: truenorth.xyz/ref/IBDAO 2. Sign up OndoPerp: https://app.ondoperps.xyz/?ref=GK44KX (5% fee discount) 3. On True North, connect your Ondo wallet to True North 4. Use the [Trading] tab to execute trades, specifically for OndoPerp pairs, prompt the agent and find good setups for you 5. If you want to delta-neutral, open the same set ups on Variational. Why this is highly profitable: - OndoPerps currently run a weekly USDC reward, you get paid to trade. -You earn Ondo points -2 weeks trading competition prize pool totalling $40K up for grabs -If you delta-neutral with Variational, you earn Variational points as well. Glhf!

Got about 60% more Variational points than last week. I think huge factor that played out here is PnL. Had a really green week thanks to neoclouds/memory longs. I think past 2 weeks are also incentivising volume as the team is looking to slightly change user behaviour. But points aside (which is heavily talked about anyw), I think it’s more important to dig deeper on Variational’s market positioning over the longer term. There are pros and cons to every platform design. Hyperliquid has been an excellent price discovery platform for pre-IPO perps and deepest liquidity for some of the largest names. Lighter has been one of the cheapest place for execution and spreads has been really tight overall on popular pairs, and LLP has been a great vehicle to park yield at current TVLs where the strategy is really performing. For Variational, it’s never about competing for price discovery. They took the brokerage model approach, focusing on breadth and allowing as many assets to be listed as possible on Omni. The end game for Omni is to become the best place for retail traders to trade, aggregating all of TradFi’s broad offerings in one place, solving the fragmentation problem where you are limited to certain markets or certain instruments and subject to all sorts of barriers that prevent you from the simplest thing: trade anything all in one place. US/Asia/Euro, and crypto markets, all accessible and unified in a single platform, that’s the goal of Omni. And the Omni portion is what most people are focusing on today. Variational Pro is even more ambitious, aiming to solve the age-old counterparty risk problem by allowing large institutions to trade against each other with guarantees of payout through permissionless on-chain settlement. No more verbal hand shakes, no more soft commits or manual execution. Everything gets executed based on what the smart contract states, with liquidation etc all settled directly through the protocol. Pro is the real 0-1 unlock for institutions, but I guess that’ll speak for itself once the product is out. Again, just trying to infuse some longer-term thoughts since everyone is so focused on points valuation and yapping about the same thing on the TL. The second order effects of what Omni + Pro will do is massive. You just have to stretch your horizons further. Hope this helps! And good luck to everyone pushing on Variational. 6 weeks of points left. Whoever wanted to try it out should’ve done so already, so won’t be sharing any more ref codes. At this point, you either get it or your don’t. It’s not “just another Perp DEX”. There’s a v clear differentiation the Variational team is doing here vs most orderbook DEX. Most are copycats riding the wave to extract fees without any actual innovation. Perhaps, just perhaps.. we may be witnessing another $HYPE price action being born again. Just that this time it’s called $VAR. SoonTM.

One of my fav teams, heads down building Also striving to be the best place to trade for FX traders. 🫡 https://x.com/hibachi_xyz/status/2087904527588503994?s=46&t=US8hdKu5FCAqApEd0gFyVQ

Blow-off top szn (Add fuel to the fire)

S&P 500 HITS INTRADAY RECORD HIGH, LAST UP 0.6% (@WalterBloomberg)

Also insane pump for neocloud names jfc

Mannn it’s so cooked for crypto

TREZOR BREACHED https://x.com/trezor/status/2087885428313543059

In general $BTC is more or less accumulator zone here. Trying to scalp or trade it short-term is getting less and less EV. Far better to DCA and accumulate for the next bull cycle. Stocks are still hot potato and insanely narrative-driven. A lot of the AI fundamentals make sense, and cheap from a long-term perspective, but S&P 500 is at Shiller CAPE all-time highs and forward returns in the next few years (index wise) is not rewarding (or even negative. Value and CAPEX is being poured into AI, so market is heavily concentrated into tech. Second order effects on all other industries have yet to be seen. Disruptive innovation has the ability to change the business landscape dramatically. K-shaped for sure, so hot sectors like Neoclouds, Memory, Semis and the AI-bottleneck will continue to be the right trade going forward. All in all, stock market will be heavily natural selection. Those who can’t adapt will be eliminated. If you are bullish, spot holding quality names like SK Hynix, Samsung, Micron (the memory big 3), NBIS/CRWV/IREN (neoclouds) makes sense as a medium term hold. Just know what you’re actually owning and why you own it, or you will be shaken out by volatility. NFA. GLHF!

No better time to get started. If your address is one of these, you instantly get up to 3K Variational points just to get onboarded. Also have the best sign-up code with the best perks to get you started: omni.variational.io/?ref=OMNIIBDAO -15% points boost…

No better time to get started. If your address is one of these, you instantly get up to 3K Variational points just to get onboarded. Also have the best sign-up code with the best perks to get you started: omni.variational.io/?ref=OMNIIBDAO -15% points boost for referrals -Auto grants you SILVER tier for 90 days upon signing up https://x.com/variational_io/status/2087610274790728117?s=46&t=US8hdKu5FCAqApEd0gFyVQ

gNeocloud szn

*TRUMP SUED OVER PLAN TO SELL FAST ACCESS TO TRUTH SOCIAL POSTS (@WalterBloomberg)

Probably the best time to be trading Ondo Perps RWA pairs via the True North interface. Already planned to trade on Ondo with the weekly USDC rewards that subsidises trading cost, on top of Ondo points and now this trading competition pool of $40K spread across 2 weeks. TLDR: 2 weeks competition $20K per week If you’re already trading RWA perps, pretty no brainer. Also True North is completely free to use, no better time to get started: https://truenorth.xyz/ref/IBDAO https://x.com/get_truenorth/status/2087524521515286610?s=46&t=US8hdKu5FCAqApEd0gFyVQ