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Anthropic, OpenAI’s strongest competitor, has officially announced a record $30 billion fundraising. The deal brings the company’s post-funding valuation to $380 billion, highlighting the strong attraction of capital to the AI sector.
However, behind this number of holders are complex second-order effects that can increase the pressure on the cryptocurrency market.
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Why Anthropic’s $30 Billion Raise Could Be a Problem for Bitcoin
I confirmed Anthropic said it raised $30 billion in a Series G round valued at $380 billion. The round was led by GIC and Coatue, with participation from major investors including Founders Fund, Sequoia, BlackRock, Temasek, Microsoft and NVIDIA.
The financial momentum of the company is remarkable. Revenues have reached $14 billion, increasing more than tenfold annually in the past three years.
Claude Code has gained strong traction in businesses, with eight Fortune 10 companies now using Claude. The number of customers spending more than $1 million a year increased from 12 to more than 500.
Anthropic now expects this to nearly quadruple annual revenue, at… At about $18 billion.
With AI tools able to perform complex tasks autonomously, the demand for traditional software is likely to drop dramatically. Instead of paying monthly subscriptions for dozens of SaaS products, organizations can increasingly rely on a single generic AI assistant to manage operations.
I mentioned Bloomberg recently reported that advances in Anthropic’s new AI automation tools led to sales of up to $285 billion in software market value during the first week of February.
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At the same time, Bitcoin still shows a strong correlation with software stocks. Private credit flows largely drive this relationship.
“Software stocks are in trouble again today. $ IGV (the iShares Software ETF) actually returned to its panic lows last week. Don’t forget that there is another type of software – “programmable money”, cryptocurrencies. Bitcoin (blue) with the software ticker (orange). They are the same thing, He said Analyst Jim Bianco.
Second To report From BeinCrypto The $3 trillion private credit industry plays a central role in this dynamic. Software represents about 17% of investments by number of offers.
The pressure began to mount Mid 2025 It led to a tightening of capital conditions. This change has increased the risk of loan reductions, early repayment, and forced asset sales, with ripple effects reaching the cryptocurrency market.
As the demand for AI tools grows – not just from Anthropic, but across the sector – the outlook for SaaS companies may weaken. This change can increase the risk of default on loans. UBS warned that default rates in private credit in the United States could reach to 13%.
This pressure can have a negative impact on Bitcoin and the broader cryptocurrency market through correlation channels.
AI threatens traditional software revenue by replacing demand. It also competes with digital currencies in areas such as Quantum security. As a result, the monitoring of private credit flows and the development of artificial intelligence have become increasingly important for the management of cryptocurrency risks.
Humanity is not the only driver of these risks. However, its rapid growth may indicate a larger wave of volatility to come.
