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Related tickers and likely impact
BTC/USDT
• NeutralBitcoin
Relevance: low
| Market | Crypto |
|---|---|
| Exchange | Binance |
| Sector | Layer 1 |
| Market cap | $1.6T |
| Close on 11/04/2026 | 80,504.01 |
| Change that session | +3.94% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Google could take stake in TeraWulf's $19B AI project
Google has agreed to backstop Anthropic's $19 billion lease at TeraWulf's Kentucky data center, a site run by the bitcoin miner. If Anthropic defaults, Google could take over the lease or take a stake in the project. The episode also covers Payward's purchase of AAVE tokens and Standard Chartered's venture arm investing in Soter.
- Google could take stake in bitcoin miner TeraWulf’s $19 billion AI project if Anthropic defaults
- Riot shares surge on $28B AI lease as Hut 8 sinks on revenue miss
Riot Platforms shares jumped more than 13% after it announced a 15-year, $28 billion AI data center lease covering 910 megawatts at its Corsicana, Texas, facility, lifting its total contracted data center revenue to about $38 billion across three leases this year. CEO Jason Les said nearly all expected cash flow will come from long-term leases once current deals are fully deployed, compared with dependence on Bitcoin prices a year ago. Riot's filing identifies the AI tenant as Anthropic, which will own and run the computing equipment; Riot estimates $5.5 billion in capital costs, financed mainly by lease-backed debt not yet secured, with the first phase due September 2027. Riot's third-quarter revenue was $181.4 million, up 1% year over year, and it sold 10,599 BTC to fund expansion. Hut 8 shares fell more than 22% at one point after third-quarter revenue dropped 15% to $71.1 million, below the $75.8 million analyst estimate, as asset sales and lower revenue per Bitcoin mined weighed; it has secured $7.5 billion in project bonds for two AI data center developments that have not yet generated lease revenue.
- As big bitcoin miners chase AI profits, individuals get another shot at the rewards
- Prediction: Anthropic Will Be Worth More Than Bitcoin by the End of the Year. On Polymarket, the Current Odds Are 79%.
According to Polymarket, traders give a 79% chance that Anthropic will be valued above Bitcoin, which has a market cap of $1.6 trillion, within the next 60 days. The author outlines two views: supporters point to Anthropic's $16.8 billion in revenue in its most recent quarter, analysts' projection of $200 billion in annual revenue by 2028, and the fact that Bitcoin generates no revenue. Skeptics argue that AI is in a speculative bubble, that Anthropic has not yet found a way to become profitable, that revenue could plateau if corporate AI spending pulls back, and that a low-cost competitor from China could change the picture. Bitcoin, the author notes, has survived market cycles since 2009, while the Polymarket odds have risen from 20% in April to close to 80% now.
- Anthropic warns 'AI worms' may autonomously spread across devices like a virus
Anthropic warned that rogue 'AI worms' could self-replicate and autonomously infect user devices such as home appliances and internet-connected gadgets, with small AI models reportedly months away from being capable enough to do so on commercial IoT devices. In a Monday report by researchers William Zhou and Daniel Freeman for its Frontier Red Team, the company said such a threat would be challenging because it would have no centralized point to shut off. The warning comes amid concerns that AI's growing mathematical abilities could break the cryptographic signatures protecting crypto wallets, putting about one-third of Bitcoin supply at risk. Glassnode co-founder Rafael Schultze-Kraft said 6.26 million BTC sits in vulnerable addresses, with 4.33 million exposed due to address reuse, and moving those coins to fresh wallets would end that exposure. Dragonfly's Haseeb Qureshi called the warning 'cryptographic doomerism' and argued that migrating tokens to new addresses is not a real solution.
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