BTC $80,180.31 -1.49%
ETH $2,322.89 -1.83%
BNB $741.21 -2.39%
XRP $1.29 -2.56%
SOL $100.48 -2.21%
TRX $0.3312 -0.22%
DOGE $0.0784 -2.10%
ADA $0.2010 -3.13%
BCH $281.02 -6.21%
LINK $11.57 -1.99%
HYPE $85.24 +4.23%
AAVE $132.50 -2.14%
SUI $0.9239 -1.97%
XLM $0.1698 -1.10%
ZEC $1,264.65 -3.66%
AAPL $348.77 +1.01%
AMZN $251.97 -0.93%
GOOGL $291.83 -10.30%
MSFT $542.45 +2.47%
META $618.83 -0.63%
NVDA $214.50 -2.50%
TSLA $404.50 -1.63%
SNDK $1,371.72 -0.14%
INTC $92.34 -3.67%
SPCX $144.11 -3.68%
MU $957.86 -1.18%
AMD $564.83 -1.29%
BTC $80,180.31 -1.49%
ETH $2,322.89 -1.83%
BNB $741.21 -2.39%
XRP $1.29 -2.56%
SOL $100.48 -2.21%
TRX $0.3312 -0.22%
DOGE $0.0784 -2.10%
ADA $0.2010 -3.13%
BCH $281.02 -6.21%
LINK $11.57 -1.99%
HYPE $85.24 +4.23%
AAVE $132.50 -2.14%
SUI $0.9239 -1.97%
XLM $0.1698 -1.10%
ZEC $1,264.65 -3.66%
AAPL $348.77 +1.01%
AMZN $251.97 -0.93%
GOOGL $291.83 -10.30%
MSFT $542.45 +2.47%
META $618.83 -0.63%
NVDA $214.50 -2.50%
TSLA $404.50 -1.63%
SNDK $1,371.72 -0.14%
INTC $92.34 -3.67%
SPCX $144.11 -3.68%
MU $957.86 -1.18%
AMD $564.83 -1.29%

risk

All
Article
Flash

DeGods founder Frank: Anthropic's prospectus cannot hide the investment risks in AI

The founder and trader of the NFT project DeGods, Frank, posted on X that although Anthropic's latest S-1 shows strong revenue growth, it cannot be concluded that the resistance to AI investment has disappeared. He stated that the second quarter of 2026 will be a peak for companies to purchase and consume AI Tokens in large quantities, and the market will only begin to pay attention to AI spending management by July; the rise in model homogeneity and the narrowing of output differences may intensify competition and compress profit margins, a trend that has not yet fully manifested in the second quarter.Frank also mentioned that there is still a lack of clear evidence proving that AI can create more profits for most companies, and Anthropic's large enterprise clients are also under pressure to improve their profit margins, which may lead to cuts in spending related to Claude in the future. Large tech companies and AI labs have signed capital expenditure commitments extending to 2034, and related expectations may have already been factored into stock prices; if companies improve the efficiency of existing chips to reduce costs or issue more shares to raise additional capital expenditure, it could put pressure on the valuations of related stocks. He expressed a long-term optimistic view on AI and may participate significantly in the Anthropic IPO, but believes that the ultimate winners in the industry have yet to be determined, and real investment opportunities may only emerge after the current market cycle ends.

first_img Immunefi CEO: PHP vulnerability confirms the arrival of the AI vulnerability apocalypse as scheduled, urging vigilance against wallet risks

The vulnerability bounty platform Immunefi's CEO Mitchell Amador warned that internet users still face the risk of cyberattacks triggered by PHP vulnerabilities, especially small websites that are slow to adopt emergency upgrades, which may take weeks to patch. He stated, "The vulnerability apocalypse" is coming as planned, where the cost of discovering vulnerabilities becomes cheap while the cost of fixing them remains high. He advised users to treat any websites they log into in the coming weeks as potentially compromised, avoid reusing passwords, exercise caution when connecting to encrypted wallets, and revoke token authorizations that are unrecognizable.Previously, the PHP Foundation admitted that it delayed fixing a critical security vulnerability first discovered in 2024 due to resource shortages. PHP developers released emergency patches for two critical vulnerabilities on the same day, but each website still needs to complete the upgrade on its own. Cloudflare CEO Matthew Prince stated that within 24 hours of the PHP vulnerability being publicly disclosed, the web recorded millions of exploitation attempts, with thousands of attempts even before the disclosure. According to W3Techs, PHP supports about 69% of websites with known server-side programming languages, and these vulnerabilities could allow attackers to spread malware or inject malicious scripts into websites.The FBI's Cyber Division also warned that these vulnerabilities could allow malicious actors to "remotely execute code in the PHP core, potentially compromising sensitive data and networks." Amador warned in an interview with Cointelegraph in June that the proliferation of cutting-edge AI models has changed the cybersecurity landscape, giving attackers an advantage, leading to the emergence of the "vulnerability apocalypse," and triggering a resurgence of DeFi hacking attacks. Immunefi is the world's largest vulnerability bounty platform, having paid out $140 million in bounties to 650 protocols to date.
app_icon
ChainCatcher Building the Web3 world with innovations.