invest, then investigate
Stan Druckenmiller famously said "Invest, then investigate". Well fuck me, I've been eyeing Anthropic stock since last year when Prestocks launched on Solana. But I was being a fucking coward, thinking: "what if they are a scam?" "are prestock's stock prices even real?" "the liquidity is too thin on Meteora, how can I invest in size?" shit like that.
and honestly I barely did any "investigation," should have just pulled the trigger. especially when there was news about the Pentagon banning Anthropic over "security risk" — that was a great buying opportunity, but I didn't act on it.
anyway, I did pull the trigger yesterday for just merely 930 a share, and the share price rose to $950 a share a day later. well fuck me again, should have bought with my entire crypto budget.
anyway, love Anthropic, they seem rock solid. will buy more.
Where to buy Anthropic shares right now
There are two methods of getting exposure to Anthropic's share price. AFAIK, there is no way for a small-time trader like me to actually "buy" Anthropic shares. I can just buy products that follow Anthropic's share price, mainly Prestocks and Hyperliquid.
Hyperliquid
Since Hyperliquid is more liquid than Prestocks and more trustworthy, Hyperliquid was my first choice. But since they are a perp dex, it is not suitable for long-term holding.
If you look at their funding rate right now, it is about 0.22%.
If I were to invest $20,000 notional at 0.22% funding, that's $20,000 × 0.22% = $20,000 × 0.0022 = $44 an hour just for funding fee.
So Hyperliquid is for short-term leverage trading, not for long-term holding.
Prestocks
Prestocks is a product launched on Solana that allows traders to buy a token that tracks the price of individual private companies. Honestly, even though I did my research, I am not entirely sure if this is legit. Still, it allows me to buy a token that follows the price of Anthropic shares and it's been growing lately 🤷♂️. It's a risk I am willing to take.
if you look at their meteora DLMM pool, the trading fee is fairly low for an onchain trading pool (0.01%). but the liquidity is pretty low, currently only at $580K. still, this seems like the best option for me to get some Anthropic exposure. So I will use Prestocks to buy Anthropic shares.
One thing to look out for is that when Anthropic actually goes public, I think the IPO price will be much lower than the OTC price. So I will probably have to sell before the IPO. Hopefully I don't forget that.
and honestly, seeing how the OTC valuation of Anthropic's share price is already at 4T, NVIDIA is at $4.89T.
Also, another thing to look out for is any sign of slower progress on Anthropic's revenue growth.
They recently announced that their run-rate revenue (which is a term I had to learn) is [9 billion run-rate revenue at the end of 2025.
this growth rate is probably what is driving the OTC stock share to rise so high.
if this growth slows down in any way, I should sell immediately.