Anthropic discloses over $10 billion in new deals

A Binance Research report shows that as of October 31, neutral strategy funds accounted for less than half of the total number of funds on the Capital Connect platform, but held 92.1% of the total funds. Directional strategy funds accounted for 44.3% of the total number of funds and 6.7% of the total assets under management. The average allocation size of neutral strategies was approximately 11 times that of directional strategies. Bitcoin fell 7.2% in October, while the average return of directional funds on the platform was 1.9%, and the number of investors rebounded to 52. Among the surveyed investors, 80% prioritized asset security and all indicated that verified exchange data was helpful for due diligence. Institutional funds primarily flowed into passive products such as ETFs, and the industry lacked channels for identifying and evaluating active fund managers.

Anthropic disclosed over $10 billion in new deals. (Source: The Information)

[A whale holds $24.2 million in long positions in NVDA and $12.7 million in long positions in SNDK] A whale holds 136,982 long positions in NVDA perpetual contracts, leveraged 5 times, worth approximately $24.2 million. This whale also holds 13,655 long positions in SNDK perpetual contracts, leveraged 2 times, worth approximately $12.7 million.

CoreWeave, an AI cloud service provider, is currently up 13.5% at $55.3 in pre-market trading. CoreWeave's third-quarter revenue increased by 167% year-over-year to $3.66 billion, exceeding market expectations of $3.55 billion; the company reported a loss per share of $0.95, less than the expected $1.16. The company expects to achieve adjusted profitability in the first half of 2028. CoreWeave raised its full-year 2026 revenue guidance from $12.4 billion to $13.2 billion to $13 billion to $13.3 billion, and increased the lower limit of its full-year spending guidance by $2 billion, bringing the new range to $37 billion to $39 billion. As of the end of September, the company's contracted but unconfirmed revenue reached $132.5 billion, up from $104 billion at the end of June. Capital expenditures in the third quarter rose to $14.5 billion from $9.4 billion in the previous quarter.

Bitcoin held steady near $74,000 as Tuesday's hot inflation figure lifted the odds on a U.S. interest-rate increase to around 90%. ETF outflows extended to a fourth day and liquidations jumped.