Anthropic plans to raise $60 billion in chip financing, while Blackstone Group plans to invest $9 billion

[Main password: Kraken ETH has a market price transaction order of 7.33 million US dollars] Short-term capital moves disrupt calm, deeper intentions may be unfolding...

[BTC Market Cap Correlation with U.S. 10-Year Real Treasury Yield Hits All-Time High] Fidelity Digital Assets pointed out that the correlation between BTC market cap and the U.S. 10-year real Treasury yield has reached an all-time high. On October 14, the BTC momentum signal monitored by Fidelity Digital Assets turned positive, with trend and volatility indicators supporting recent price strength.

[Microsoft Collaborates with Multiple Parties to Dismantle Phishing Network Involving Over 75,000 Organizations] Microsoft and Health-ISAC obtained a U.S. court order to seize domains supporting YAM Store, CoGUI, and Iron Man services. Since January this year, the network has sent over 1 billion phishing messages, targeting more than 75,000 organizations across 150+ countries, generating tens of millions of dollars in profit for the operators. Microsoft has disabled over 20,000 accounts related to YAM Store and blocked more than 100,000 fraudulent domains. The network accepted payments in USDT (Tron network), ETH, and USDC, with TRM Labs assisting investigators in locating and freezing related assets.

The analysis of Fidelity digital assets pointed out that the yield of the 10-year treasury bond bond of the United States rose to the highest level since the birth of Bitcoin, and the size of the United States federal debt exceeded 40 trillion dollars. The correlation between Bitcoin and the 10-year real interest rate in the United States will rise above 0.6 in 2026, reaching a historic high. In the past two months, Bitcoin has risen by nearly 30%, and the yield of the US 10-year treasury bond bond has risen by more than 10% over the same period. According to data from the US Treasury Department, the federal budget deficit for fiscal year 2026 has risen to $1.99 trillion, higher than the $1.78 trillion deficit for fiscal year 2025. Fidelity believes that the fixed supply limit of 21 million coins in Bitcoin enhances its attractiveness as an asset against currency depreciation.

Anthropic plans to raise $60 billion in debt financing through the North Star project to purchase chips, while Blackstone Group plans to invest $9 billion and achieve a yield of over 10%. The financing plan aims to purchase approximately 1.5 gigawatts of customized semiconductor TPU developed by Google, with Blackstone Group's investment accounting for half of the total $18 billion subprime loan.