8 inconsistencies in the Anthropic IPO

The announcement of the Anthropic IPO filing, the artificial intelligence company known for its Claude chatbot, has raised a series of questions among investors and market analysts. With projections involving billions of dollars, significant losses, and high expectations, the case has sparked intense debate in the crypto community, especially given the growing intersection between AI and blockchain.

IPO with astronomical figures and doubts in the air

When it filed for its IPO, Anthropic revealed valuation expectations close to $2 trillion, a figure that drew attention for surpassing even established tech giants. The proposal involves an accumulated loss of $42 billion and accounts payable exceeding $518 billion. These numbers are out of line with the standards seen in other recent IPOs and raise doubts about the sustainability of the company’s business model.

What Anthropic does and why it matters for the crypto sector

Anthropic competes with companies like OpenAI and Google in the generative AI segment, providing solutions that enhance everything from automation to data analysis. The crypto sector’s interest is explained by the growing integration between artificial intelligence and blockchain, with applications ranging from improved smart contracts to automated trading systems.

However, the financial soundness and transparency of AI companies are factors increasingly scrutinized by crypto investors. Projects that depend on AI integrations need reliable partners, and unbalanced numbers can serve as a warning sign for systemic risks in the ecosystem.

8 critical points that don’t add up in the Anthropic IPO

Among the main points of concern highlighted by analysts are:

• Valuation higher than established companies, without a proportional revenue track record.
• Accumulated loss of $42 billion in contrast to reported revenue.
• Accounts payable of $518 billion, suggesting high exposure to debt and future commitments.
• Lack of clarity about sources of recurring revenue.
• Aggressive growth projections in a still nascent generative AI market.
• Dependence on large corporate contracts, which can be volatile.
• Business model still evolving, with no guarantees of scalability.
• Potential impact on partnerships with crypto companies, which could be affected by financial instability.

Risks and impacts for investors and the crypto market

Anthropic’s interest in an IPO comes at a time of optimism for AI and blockchain, but the recent track record of companies in the sector raises concerns about speculative bubbles. The crypto market, which has already experienced intense volatility in 2024 and 2025, is watching cautiously for moves that could trigger domino effects in projects dependent on AI.

For investors, the lesson is clear: evaluate the fundamentals and transparency of companies before betting on integrations between AI and blockchain. If Anthropic’s inconsistencies are confirmed, there could be repercussions not only for the price of directly involved assets, but also for confidence in projects betting on the convergence of these two technologies.

Want to trade crypto with AI support? Check out Zayion AI, Bianchi Capital’s trading assistant.

With information from BeInCrypto Brazil, September 2026.

Resultados e relatos reais de quem usa o Zayion

Sinal Zayion: SHORT SKY/USDT +5%

Operação fechada com +54,72% de PnL

Relato de usuário: “teve bons lucros realizados já”

Prints reais enviados por usuários. Resultados individuais e não representam garantia de rentabilidade. Conteúdo educacional, não é recomendação de investimento.

Quem escreve no CoinsFrontier

Alexandre Bianchi

Fundador da Bianchi Capital e do Zayion AI. ~10 anos no mercado de ativos digitais, autor de referência e presença na mídia.

Autor de “O Manual do Criptoinvestidor”Presença na RedeTVPublicado no Terra+150 mil seguidores

Conhecer o Zayion →