BTCSBTCs (Ordinals) Precio

On August 26, The Wall Street Journal reported that Anthropic expects to inform investors in its IPO filing that the company's potential revenue opportunities exceed $30 trillion, surpassing SpaceX's previous estimate of $28.5 trillion. Anthropic is showcasing the growth potential brought by AI through its 'Total Addressable Market' (TAM), assessing the total scope of work that AI models could accomplish in the future. SpaceX previously referred to its TAM as 'the largest addressable market in human history,' with $26.5 trillion stemming from AI opportunities. Anthropic's revenue for the second quarter has already surpassed $11.6 billion, doubling from previous figures. The company’s IPO could raise up to $100 billion, with a target valuation of approximately $2 trillion, higher than SpaceX's valuation of $1.77 trillion at the time of its IPO. Related plans are still under discussion, with a potential listing as early as September or October.

On August 26, The Wall Street Journal reported that Anthropic is expected to inform investors in its IPO filing that the company's potential revenue opportunity exceeds $30 trillion, surpassing SpaceX's previous estimate of $28.5 trillion. Anthropic is showcasing the growth potential brought by AI through its 'Total Addressable Market' (TAM), assessing the total scale of work that AI models could accomplish in the future. SpaceX previously referred to its TAM as 'the largest addressable market in human history,' with $26.5 trillion coming from AI opportunities. Anthropic's revenue for the second quarter has already surpassed $11.6 billion, doubling from previous figures. The company’s IPO could raise up to $100 billion, with a target valuation of around $2 trillion, higher than SpaceX's valuation of $1.77 trillion at the time of its IPO. Related plans are still under discussion, with a potential listing as early as September or October.

On August 26, Saudi Arabia recently promoted the 'Mecca Agreement' with Turkey and Pakistan, and is considering inviting Iran to join, sparking discussions in the market about the security landscape in the Middle East and the future of the 'petrodollar' system. Analysts believe that the more significant implication of this arrangement may not simply be to strengthen regional military cooperation, but rather to reflect that some Middle Eastern countries are seeking to reduce their singular dependence on U.S. security guarantees. The 'Mecca Agreement' envisions establishing a collective security mechanism among member states, whereby any armed attack on one member is considered an attack on all members. If Iran ultimately joins, this mechanism would integrate Saudi Arabia, Turkey, Pakistan, and Iran into the same security framework, forming a regional cooperation network that spans Sunni and Shia nations. This change also touches on the core logic of the petrodollar system. For a long time, the U.S. has bound its military security guarantees to Gulf oil-producing countries like Saudi Arabia with the pricing of oil in dollars and the allocation of dollar assets. Middle Eastern countries sell oil to obtain dollars, then allocate some of those dollars to U.S. Treasury bonds and other dollar-denominated assets, while the U.S. maintains this cycle through security commitments. Now, as the security situation in the Middle East deteriorates and U.S.-Iran tensions continue, some countries are beginning to reassess the U.S.'s ability to provide regional security guarantees. If Gulf countries gradually establish a more diversified security and financial cooperation system in the future, their willingness to continue settling oil transactions in dollars and allocating substantial oil revenues to dollar assets may be affected. In the short term, dollar hegemony is still difficult to replace, and the U.S. Treasury market is unlikely to experience immediate structural reversals due to a single regional agreement. However, in the long-term outlook, if the U.S. cannot continue to provide security guarantees that match the international status of the dollar, the trust of Middle Eastern oil-producing countries in the dollar system may gradually decline, which could become a potential risk that needs to be monitored in relation to the dollar, U.S. debt, and the global reserve currency landscape.