News linked to both this project and an event.
Frank, founder of DeGods and a well-known trader, posted on X that although Anthropic's latest S-1 prospectus shows strong revenue growth, this should not be taken as evidence that the headwinds facing AI investment have disappeared.Frank pointed out that Q2 2026 coincided with a peak period of enterprises massively purchasing and consuming AI tokens, and it was not until July that the market began to pay attention to AI spending management. At the same time, AI models are becoming increasingly homogenized, with differences between model outputs growing ever smaller, which could intensify competition and compress industry profit margins—a trend that had not yet fully manifested in the second quarter.In addition, he believes there is still a lack of clear evidence proving that AI can create more profits for most enterprises. Anthropic's large enterprise customers are likewise under pressure to improve their own profit margins and may proactively cut Claude-related spending in the future.Frank also said that major tech companies and AI labs have signed capital expenditure commitments extending through 2034, and these expectations may already be priced into stock valuations. Whether companies reduce costs by improving the efficiency of existing chips or raise additional capital expenditure funds by issuing more shares, both could put pressure on related stock valuations in the future.Frank concluded by emphasizing that he is bullish on AI over the long term and may participate heavily in Anthropic's IPO, but he believes the industry's ultimate winner has yet to be determined, and the real AI investment opportunity may not emerge until the current market cycle comes to an end.
Odaily reports: DeGods founder and well-known trader Frank posted on X in response to the community calling him "the best trader," stating that such a title is inappropriate and clarifying that his main perpetual contract wallet is still not profitable overall, and that most of the funds he has earned to date come from on-chain trades across various market cycles.Previously, Frank briefly surpassed Bonk Guy to take first place in cumulative PnL rankings on the fomo platform, though Bonk Guy has since overtaken him again.
According to Lookonchain monitoring, trader Frank (@frankdegods) has been continuously buying 5.7 million EDEL since October 1, spending a total of $191,000. The position is currently worth $285,600, with an unrealized profit of $94,500.
Odaily reports: Trader YokaiCapital has posted allegations accusing multiple crypto KOLs and platforms of token manipulation, rug pulls, fake account marketing, and misuse of user data, involving Pump.fun, Frank, Shadow, Unipcs, Ansem, DipWheeler, orangie, Axiom, BubbleMaps, and InsightX, among others.YokaiCapital claims that the individuals or platforms involved fabricated social media engagement, linked wallets, and fake leaderboard accounts to generate hype, and further alleges that some of those involved secretly controlled the relevant tokens before pumping and dumping them. YokaiCapital also accused Axiom of storing and sharing users' private data, using that information to trade, and charging new launch platforms over $100,000 for listing fees.The above content currently stems primarily from YokaiCapital's unilateral allegations, and the claims await responses from the parties involved and further verification.
Odaily News: The meme coin "Niu Lai" was listed on Binance Alpha yesterday. After a brief pullback following the news-driven surge, it rebounded in the early hours of today, briefly surpassing a $40 million market cap and currently standing at $38.03 million. DeGods founder Frank has been steadily accumulating, with his current holdings exceeding $500,000 in "Niu Lai." He mentioned that the movie "Niu Lai" will soon be screened in the United States, which is actually a viewing party organized by Polymarket. Qwerty, the top address on the "Niu Lai" profit leaderboard, reduced some of its position yesterday afternoon and has not made any further moves to reduce or increase holdings since then.