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Polygon has now processed nearly 7.6 BILLION transactions. 2026 has been an exciting year for Polygon | POL from several standpoints - one of those being onchain activity. Not only has the network now processed 7.57 billion total transactions per Chainspect data... ... it recently announced it can now...

17,731 views • 2 months ago •via X (Twitter)

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Shido has many important milestones ahead this year, with the most significant being the launch of Nova EVM for the Shido Network, including both testnet and mainnet deployments. Nova is a complete rebuild of the Shido Network, featuring a new consensus protocol and a modular stack. This new design will enable Shido to unlock a range of powerful protocol-level features that support real-world use cases and institutional adoption. The Nova mainnet roadmap not only enhances the chain for DeFi and general computation, but also specifically optimizes it for privacy, stablecoin payments, and financial accounting. Key features on the Nova roadmap: • Gas fees paid in stablecoin at a fixed rate, with automatic conversion to the native Shido token. This optional feature removes gas price volatility and makes accounting and cost forecasting easier for businesses. • Optional privacy transactions designed with compliance in mind. While the Shido Network remains a public chain by default, it can support confidential transfers for users when required. • Reserved blockspace for stablecoin transfers. This ensures guaranteed throughput and enterprise-grade reliability for all stablecoin transactions. • Fee sponsorship, enabling gas-free payments for users when sponsored by applications, service providers, businesses, or the foundation. • An optimized token standard designed to support structured data. As Shido moves forward in 2026, detailed milestones and timelines will be announced for specific features and upgrades to the network. Learn more at

Shido

214,881 views • 5 months ago

Anthropic is asking the public for $2 trillion using a revenue number from…2028. That valuation would make it the largest stock market debut in history, ahead of SpaceX, which went public in June at $1.77 trillion. The company last raised privately in May at $965 billion. Investors now expect roughly DOUBLE that in October. And the unusual part is not the size here: Public companies are normally priced off the last 12 months of results, or at a stretch off next year's estimate. Reuters reported on Friday that bankers and investors are applying revenue multiples to Anthropic's forecast for 2028, which is more than two years past the deal. That forecast is $190 billion to $200 billion of annual revenue. It is more than four times the run rate the company disclosed in May. Before dismissing it, look at what the company has actually done, because the growth is not imaginary: Anthropic's annualized revenue run rate was around $9 billion at the end of 2025. By May it was $47 billion and it passed $65 billion at the end of July, a 7x increase inside a year. Second quarter revenue came in above $11.5 billion against roughly $787 million in the same quarter of 2025. The company projected its first quarterly operating profit of $559 million. Investors expect the run rate to reach $100 billion to $120 billion before the year closes. By comparison, OpenAI's run rate sat near $40 billion at the end of July, around 60% of Anthropic's. So the growth is real. But the question is whether anyone can price three more years of it. Because the things that could bend that curve are already visible today: Anthropic's top model costs more than two and a half times OpenAI's flagship. Chinese open-weight models deliver usable performance at a fraction of either price. And revenue growth slowed in June when the Commerce Department temporarily restricted exports of the company's best models, which is a reminder that a single government decision can reach directly into the forecast. Now look at what the multiple HAS to be… Palantir trades at 53 times expected 2026 revenue, which already makes it one of the most expensive stocks on the market. Cloudflare and SpaceX both sit near 41.6 times. Those are the reference points bankers are using. One investor told the Financial Times that a company growing at 800% a year should command at least 30 times revenue, which on their own math points to $3 trillion rather than two. And there is one more thing worth holding onto: Anthropic filed confidentially with the SEC in June and has been in a quiet period since. Every figure in this post reached the public through people speaking anonymously, and the company has declined to comment on all of it. So the largest listing ever attempted is being marketed to public investors through numbers none of them can independently check, against a forecast for a year that has not started yet. This is becoming the house style of the 2026 IPO market rather than a one-off. Cerebras priced its listing on ramping infrastructure demand. SpaceX built its debut around an addressable market model that reached years past its actual financials. Both asked buyers to fund a shape rather than a result. Anthropic is the biggest version of that trade anyone has attempted. The bull case is straightforward and it MIGHT be correct: A business compounding this fast, already turning an operating profit, selling into enterprises that are rebuilding their workflows around it, may look cheap at $2 trillion in three years. The bear case is equally simple: Every dollar of that valuation above the current run rate is a forecast, and whoever buys the stock in October is the one holding that forecast if the curve bends. Do you believe in Anthropic?

Ricardo

17,865 views • 12 days ago