Rocky
Rocky|May 16, 2026 14:30
I saw a data a few days ago that was quite shocking. Anthropic's latest round of financing is valued at $960 billion. What concept is this? Higher than the AI giant OpenAI, it currently stands at $852 billion. But guess what, at this level of Pre IPO market share, we retail investors couldn't even touch the door before. Others' venture capitalists can randomly check their capital, starting with tens of millions of dollars. As small retail investors like us, we can only chase after the rise and fall in the secondary market, cutting the gap for quantitative and market makers. Until I got into Cerebras' car on MSX in March. I told this story yesterday, and the subscription price was $100.35. I didn't think too much about it, but I thought it was quite new. You can participate in Pre IPO from 10U, which was impossible in the past. I just tried to lose some space and put it in. As everyone knows, on the day CBRS went public on May 14th, I was completely stunned. IPO priced at $185 At the opening, it started at $350 and surged to a high of $380 during the trading session The share in my hand, in less than 2 months, is close to 4 times on the books. More importantly, the refund has been made and the money has been credited to the account. This is not a pie in the sky, this is a real closed loop. What is the biggest impression this has given me? I have worked in securities firms before and have seen too many so-called 'internal quotas' and' original stock opportunities', which either end up being locked up or running away. But this time, MSX can really be redeemed at fair price after 3 months, and liquidity is guaranteed. This is too important for us retail investors. Today, May 16th, MSX Phase II Pre IPO opened again. This time, two targets were launched, and I have researched them myself. I think it is worth chatting with everyone. The first one, Anthropic (based on historical valuation) Figure 3). Many people only know about its Claude chatbot and think it's just a competitor to ChatGPT. Wrong. Anthropic's valuation has surpassed OpenAI this time, but their fundamental positioning is different. What they are really doing now is mass producing "digital employees" for global large enterprises. Writing code, fixing bugs, building systems, and running automated processes - tasks that used to require hiring a bunch of programmers - are now fully covered by AI. Think about it, this is the most valuable part of AI, it's not chatting with you, it's working for you. The latest valuation is between 900 billion and 960 billion US dollars Bloomberg reports IPO as early as October MSX subscription price of 855 USDT To put it simply, this may be the last opportunity for ordinary people to obtain this trillion dollar company's "original stock" at a relatively cheap price. The second one is Polymarket (based on historical valuation) Figure 4). I am an old acquaintance in the cryptocurrency industry, but many people do not understand how ambitious it is. It is not a simple prediction market, what it wants to do is to turn all the real events in the world into tradable financial assets. Political elections, sports events, economic data, and even when a company goes public can all be traded as contracts. I'll show you some data and you'll understand: Competitor Kalshi is valued at $22 billion Polymarket's current valuation is only $15 billion The valuation difference of 7 billion US dollars in the middle is our safety cushion MSX subscription price of 152 USDT You see, in the same track, they have already raised it to 22 billion yuan, while Polymarket is only 15 billion yuan. How much space is there in between? Why did I choose MSX this time? It's simple, because it's one of the earliest platforms in the world to do on chain trading of US stock tokenization, and has been pushing this industry forward. The most crucial thing is that it has dismantled the once unattainable primary market into an entrance that even ordinary people can afford to play with: Participation starts from 10 USDT, not tens of millions of dollars After 3 months, it can be redeemed at market price without locking up the money All fees are transparent and deducted at the final settlement, without any fraud I really tasted the sweetness of Cerebras that time, so I will continue to follow it in the second phase. Here, I want to thank my Maitong partner @ BeliaSoo91221 for reminding me at the first time! gratitude But then again, I'm not here to call for orders. Anthropic is betting on the AI productivity track, while Polymarket is looking at the new market of event financialization. No one can say for sure whether it can break out. How to allocate positions and control risks, all bosses have a clear idea in their minds. I'm just sharing with everyone what I've seen and researched. In this stock market, competing for poor cognition and odds is always better than competing for speed. The subscription entrance has been opened https://((msx.com))/ipo? tab=2 To speculate in the US stock market, I choose to use the RWA US stock tokenization platform MSX. Let's invest and participate in the US stock market together: http://(msx. com)/? code=Vu2v44 DYOR
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