On February 13, OpenAI’s strongest competitor, Anthropic, announced the completion of a $30 billion Series G funding round, with a post-money valuation of approximately $380 billion, reigniting global capital enthusiasm for the artificial intelligence sector. The round was led by GIC and Coatue, with participation from Founders Fund, Sequoia Capital, BlackRock, Temasek, Microsoft, and NVIDIA. Meanwhile, the company’s annual revenue has risen to about $14 billion, maintaining a tenfold growth over three years, and is expected to approach $18 billion this year.
This phenomenon is not only reshaping the landscape of tech investment but also subtly influencing the capital structure of digital assets. As AI tools can replace various SaaS services, enterprise software valuations are under pressure. Bloomberg reported that in early February, software stocks lost approximately $285 billion in market value over a single week. Market analyst Jim Bianco pointed out that Bitcoin and software stocks are highly synchronized in their movements, driven by the same underlying force: the flow of private credit funds.
According to industry statistics, investments related to software account for nearly 17% of the approximately $3 trillion private credit market. Since mid-2025, tightening liquidity, shrinking loans, and asset sell-offs have gradually accumulated risks, with spillover effects beginning to impact digital assets. UBS also warned that U.S. private credit default rates could rise to 13%, increasing pressure on the financial system.
In this environment, the accelerated concentration of AI capital may weaken the financing capacity of traditional software sectors, which could transmit effects to assets like Bitcoin through correlation. Some institutions also point out that breakthroughs in artificial intelligence in automation and quantum security are indirectly changing the long-term narrative of the crypto industry.
Although Anthropic is not the only variable, its rapid expansion has become a market sentiment indicator. For crypto investors, closely monitoring AI funding scales, the health of private credit, and volatility in tech stocks has become an important reference for assessing Bitcoin risk.
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