[Comparative Daily News Picks] Anthropic plans to include anti-AI sentiment as the main risk factor in the prospectus; Strategy's stock price hit a two-month high, and STRC returned above $96; Bernstein: Even if the “Clarity Act” is not passed, the SEC and CFTC will speed up rule-making; Dalio: The US debt crisis may break out within three years, and it is recommended to increase gold holdings

Daily AI · Crypto · Macro · Market Highlights, Bitpush helps you set priorities ↓

AI · Dynamic

[Anthropic will反AI sentiment is included as the main risk factor in the prospectus]

According to CNBC, Anthropic is expected to list negative public sentiment about artificial intelligence and data centers as a risk factor in the IPO prospectus to be released in the next few weeks.

According to people familiar with the matter, Anthropic recently held a pre-listing “market trial” meeting with bankers and investors. Investors focused on competitive pressure, the impact of open source models on profit margins, and the risks that may be brought about by a slowdown in data center construction. Anthropic is currently valued at close to $1 trillion in the private equity market and is preparing to hit a major IPO. However, as Americans' concerns about AI replacing employment and data center expansion heat up, the related backlash sentiment is becoming a new challenge facing the company's listing. The company has previously achieved an annualized revenue operating rate of more than 65 billion US dollars.

[Apple cuts Siri and Vision Pro team positions and shifts resources to AI and new devices]

According to the news, Apple (AAPL.O) is laying off employees from various teams responsible for Siri's digital assistants and Vision Pro headsets. The total impact of this layoff is over 200 people. Of these, about 100 jobs in the Vision Pro department have been abolished, and about 100 other jobs in the Siri and software teams have been cut. The move is part of the company's efforts to focus resources on new devices and artificial intelligence.

People familiar with the matter said that in this adjustment, Apple has basically shut down a team dedicated to the Vision Pro game business, while also reducing the size of the department responsible for producing immersive video content for the device.

Apple admitted in a statement that the company is making adjustments to some teams “to drive business development and provide the best experience for users.”

[Castle Securities: Over 80% of the overall risk in Situational Awareness Fund portfolios has been divested]

Comparing news, the Financial Times reports that Castle Securities founder Ken Griffin responded to the company's acquisition of Situational Awareness assets owned by Leopold (Leopold) in a letter to customers on Friday. According to a letter obtained by CNBC, Griffin told clients that Castle Securities had divested more than 80% of the overall risk in the original purchased portfolio by conducting more than 100 major transactions (with a market value of more than $4 billion).

In his letter, Griffin wrote, “A transaction of this scale would not have been possible without the full cooperation of the transaction teams and lead brokerage teams of the banks serving the two companies. I am very grateful for their dedicated efforts to complete the portfolio transfer quickly.” Griffin also confirmed that the company's flagship multi-strategy fund, the Wellington Fund, had a return of 5.94% in July, which is the fund's best monthly performance since 2022.

[AI cloud company Nscale seeks to raise $3 billion in US IPO]

Comparing news, AI cloud company Nscale is reportedly seeking to raise $3 billion in a US IPO.

Crypto · Marketplace

[Strategy's stock price hits a two-month high, STRC returns above $96]

Comparing news, as the price of Bitcoin briefly surpassed $79,400, the stock price of Bitcoin treasury company Strategy (MSTR) rose to a two-month high today. It once broke through $120 intraday, then partially regained its gains.

Meanwhile, the price of STRC, Strategy's preferred stock product, also surpassed $96 for the first time since June. Previously, STRC's price once fell below $70 due to concerns about its ability to pay dividends and the ability of the stock price to maintain the $100 target for a long time.

[Bernstein: Even if the Clarity Act is not passed, the SEC and CFTC will speed up rulemaking]

Comparing news, Bernstein's team of analysts led by Gautam Chhugani released a report stating that regardless of the September 15 “Clarity Act” procedural voting results, US crypto regulatory certainty is expected to increase.

They expect the SEC and CFTC to accelerate rulemaking in areas such as native crypto asset issuance, tokenized stocks, perpetual futures, computing power derivatives, and predictive markets. This regulatory clarity of expectations has become one of the broader supporting factors in the crypto market.

[Arthur Hayes: Ethereum has plenty of room to make up, if it breaks through 3000, it depends on $5,000]

Comparing news, Arthur Hayes said during the Laura Shin podcast that ETH is one of the most hated large-cap altcoins in the market. It is the second-largest currency by market capitalization, but it has yet to break through its 2021 all-time high.

From a risk-reward perspective, at least according to the way I managed my portfolio at Maelstrom, this is currently our biggest position outside of Bitcoin. I'm not particularly worried about waking up one morning to find that ETH has returned to zero. Of course this could happen, but compared to other cryptocurrencies, this risk is much lower, so I'm happy to put in a large position on this trade.

Since it didn't increase much in this cycle, I think it still has a lot of room to make up for growth. Once it starts to rise, the self-reliant train will start. There are so many people who want to go long with ETH for various reasons, and it really makes sense why they haven't done it in the past few years.

Once we break through the 3000 mark, I think you'll actually see the ETH train launch, and it may soon surpass 5000. My year-end goal is right around the corner.

[Spot gold stands at $4,600]

According to Twitter news, spot gold stood at 4,600 US dollars/ounce, the first time since May 15, with an intraday increase of 1.80%.

Macro · Organization

[Dalio: The US debt crisis may break out within three years; it is recommended to increase gold holdings]

Comparing news, Bridgewater Fund founder Ray Dalio said that investors should reduce their bond holdings and allocate up to 15% of their capital to gold to hedge the risk of the US debt crisis he warned of. He warned that the crisis could erupt within three years.

Dalio said in a Friday article that investors should diversify the allocation of assets and different markets. He said that reducing bond holdings and allocating about 10% to 15% of the investment portfolio to gold can both reduce risk and increase returns.

[Trump: Bezent was not instructed to interfere in the bond market at all; solving the $40 trillion US debt problem depends on growth]

Comparing news, US President Trump responded to the fact that the size of US treasury bonds exceeded 40 trillion US dollars, saying that this problem has existed for 35 years. The way to resolve debt is through growth, and the US is currently achieving “very strong growth,” and it will be “easy to solve” this problem. When asked if he had ever asked US Treasury Secretary Bezent to interfere in the bond market, Trump denied it, saying “nothing at all.”

Trump said that Bezent is a “very capable person,” that Bezent himself wants to take relevant actions, and that he “has a good intuition about bonds and interest rates.” When asked if he would discuss further intervention measures with Bezent after the recovery in US bond yields, Trump responded, “The ultimate intervention is our military, and we will act when it is time to act.”

This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

Twitter:https://twitter.com/BitpushNewsCN

Compare the TG exchange group:https://t.me/BitPushCommunity

Compare TG subscriptions:https://t.me/bitpush