Portfolio
otc madness
developer, optimist, and a crypto enthusiast
umm Anthropic’s OTC price shot up to $1,230?
not sure what the fuck is going on with prestocks. today is Sunday, so I doubt there is any OTC trade for prestocks to keep track of. what the fuck is going on.
my last journal’s title was invest then investigate, but I only bought like $4,000, when I have $24,000 USDC lying around doing nothing. in my defense, the OTC price shooting up like this is already pretty absurd. $1,230 for a SINGLE share of Anthropic makes its valuation $1.79T. $1.79 TRILLION dollars? god damn. OTC valuation for OpenAI is merely at $1T.
I think this OTC valuation pump is somewhat related to the impact Anthropic has with other public software companies. Recently, Anthropic’s latest feature Claude Design allegedly tanked Figma’s share price.
watching Figma, a $10B UX design monopoly, melt down with a single Claude tweet.
Claude @claudeai Introducing Claude Design by Anthropic Labs: make prototypes, slides, and one-pagers by talking to Claude. Powered by Claude Opus 4.7, our most capable vision model. Available in research preview on the Pro, Max, Team, and Enterprise plans, rolling out throughout the day.A single feature from Anthropic is wiping billions from the software stock market. Definitely bullish for Anthropic.
Will I buy more Anthropic shares at a **$1.79** TRILLION valuation? I can't... I just can't. it was $900 just like a couple days ago. I think the OTC price will pull back in a week or so. If the OTC price does not have any meaningful pull back in a week, then I will just buy at whatever price. It is what it is.
Seeing how Anthropic does well, is this bullish for Korean real-estate market?
Anthropic ⬆️ -> Samsung/SK Hynix ⬆️ -> Seoul Real Estate Price ⬆️?