Anthropic is good, but its biggest problem is the fierce competition. Claude needs to maintain its advantage in the long term to stabilize its stock price. If it underperforms DeepSeek for even a few months, the whole story collapses. Claude is currently number one, and DeepSeek is comfortably in second place. If Claude can remain number one forever, its $2 trillion valuation isn't expensive. Can't be number one? Wait for $300 billion! Finally, I won't sell my Bitcoin to buy liquidity to participate in Anthropic. Bitcoin will always be number one; number two has no chance whatsoever.