Anthropic Could Be Worth More Than Bitcoin by Year-End, Polymarket Traders Say
· price · Sentiment: neutral
Polymarket bettors increasingly favor Anthropic surpassing Bitcoin’s market capitalization before the end of 2025, with the associated contract trading at roughly 60% probability. Traders cite the AI startup’s rapid revenue growth, multi-billion-dollar funding rounds from Amazon and Google, and soaring private valuations that have already pushed it past $60 billion. In contrast, Bitcoin’s market cap would need to remain below current levels or grow modestly for the bet to pay out. The consensus reflects growing investor conviction that private AI companies are capturing capital and mindshare at a faster pace than Bitcoin in the current cycle. The key implication is that continued capital rotation toward high-growth AI infrastructure could exert competitive pressure on Bitcoin’s relative valuation through year-end.