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Ryan Sean Adams

๐Ÿ‘ค Speaker
4484 total appearances

Appearances Over Time

Podcast Appearances

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

So employees that want to sell or parts of the Anthropic ecosystem that want to sell do sell ahead of the IPO, ahead of actually public listings.

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

So that sell pressure is gone.

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

So there's like healthy...

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

some exchanges of equity and cash that is conducive to Anthropic's goals.

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

And then there's the parts of the ecosystem that have a bunch of middlemen that are extractive, that kind of just are producing markets that are just elsewhere from Anthropic that they don't see the benefit from and also is a bad look.

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

You said that there was like bad pricing dynamics.

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

Anthropic doesn't have the ability to turn a blind eye, legally speaking, so if they are aware of these markets, they have to do something about it?

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

Exactly.

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

Okay, okay.

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

How big is this phenomenon?

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

Like, how large is this market?

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

Can we measure this?

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

Is that the unhealthy dark market that's kind of illicit or is that everything?

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

Wow, wow, wow, wow.

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

I wanna talk about two things I've seen on my timeline recently that I think kind of illuminate how crazy this market is.

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

One was some dude's Hinge profile, a dating app Hinge profile.

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

And he said, on his little blurbs that you can write, he said, I'm friends with people at Anthropic, zero fee commission for dates.

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

So like he's using the fact that he has access to Anthropic shares as like a bait for dates on Hinge, which is kind of crazy.

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

This is a guy in San Francisco.

Bankless
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

There's another tweet that kind of echoed around the world.