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Deep Tide Report: Anthropic is considering launching a new round of financing this summer, with a maximum fundraising scale of $5 billion and a valuation of approximately $900 billion, potentially surpassing OpenAI to become the world's highest-valued AI company. Institutions such as Dragoneer, General Catalyst, Lightspeed Venture Partners, and others have expressed investment interest. Anthropic's annualized revenue is expected to exceed $45 billion, a fivefold increase compared to the end of last year; this round of financing is expected to be completed within two months, paving the way for an IPO within the year.

Visited more than ten AI laboratories in China as part of a group tour, the author found that Chinese researchers are generally humble, eager to share, with a strong open-source atmosphere, and regard each other as peers. Compared to the United States, they focus more on training high-performance models, work in a more online manner, and have more active young researchers; the industry is more attractive than academia; their technological optimism toward the general public is also more pronounced. Overall, they hold an optimistic attitude toward open ecosystems and international cooperation.

Deep Tide TechFlow news, on May 08, Aptos Foundation and Aptos Labs announced that they will invest more than $50 million to cover first-party products, research, protocol infrastructure, and strategic funds for trading and AI partners. Aptos said that Decibel has gone live on the Aptos mainnet, with cumulative trading volume exceeding $1 billion. The stablecoin market capitalization on the Aptos network reached $1.93 billion, the RWA scale reached $1.2 billion, and asset management institutions such as BlackRock, Franklin Templeton, and Apollo Global have deployed on the network. Going forward, Aptos will advance a crypto mempool, FIX, and

NVIDIA CEO Jensen Huang states that the new collaboration with Corning is of great significance for rebuilding the U.S. technology supply chain. The next-generation AI infrastructure will see a rapid increase in demand for optical connections, which copper wires cannot meet, so optical technology will be scaled up to an unprecedented level of application. He said that the benefits of AI investment are expanding into industries such as electrical engineering, construction, chip manufacturing, and data centers, confirming that AI investment is affecting the entire economy.

Deep Tide TechFlow News: On May 08, according to TheEnergyMag, the latest quarterly report from the U.S. Bitcoin company (NASDAQ: ABTC) disclosed that the company purchased approximately 11,298 S21 XP ASIC mining machines from Bitmain in February this year for $49.4 million (hash rate about 3.05 EH/s). Of the payment, 80% was completed by pledging 314 BTC. Based on this, the protocol-implied valuation of the pledged Bitcoin is approximately $125,900 per BTC, while at that time the BTC market average price was less than $70,000—meaning the discount was about 44%.
Under the agreement, Bitmain may not forcibly liquidate the pledged BTC during an approximately 24-month redemption period. If, at maturity, the BTC price is higher than the protocol valuation, ABTC can choose to…

Author: Deep Tide TechFlow
U.S. Stocks: The First Day of Rotation After Record Highs
On Thursday, the market woke up from Wednesday’s celebration and found that a page still hadn’t been signed.
The S&P 500 fell 0.38% to 7,337.02, the Nasdaq dropped 0.13% to 25,806.20, and the Dow fell 313.62 points (-0.63%), closing at 49,597.17. The Russell 2000 declined 1.74%, the biggest drop among the four major indices. On the first day after small-cap stocks hit record highs, they became the main target for taking profits.
The decline itself wasn’t large, but it signaled one thing: the “peace premium” from Wednesday had already been partially returned.
The trigger came from Iran. On Thursday morning, a senior Iranian official told The Wall Street Journal that the United States cannot reopen the Strait of Hormuz with an “unrealistic plan,”

Coinbase executives say that the CLARITY Cryptocurrency Market Structure Act may be marked for review as early as next week in the Senate Banking Committee, but it needs 60 votes to pass, with bipartisan support for key provisions. Polls show that 70% of voters support clear cryptocurrency legislation, and 62% approve of the U.S. leading global digital finance rules. On the tax front, the IRS requires exchanges to issue a 1099-DA form for every transaction, creating a heavy compliance burden; tax reform progress is expected in January–February.