Weekly Highlights | Manus Acquisition Reversal, Harmony Attacked, Kalshi Seeks $40 Billion Valuation Financing
- The Manus-Meta acquisition was reversed due to a ban from the Ministry of Commerce.
- After the cancellation, Manus resumed independent operations and reported an ARR of $300 million.
- Riot signed a $9.1 billion compute deal with Anthropic, indicating a shift in Bitcoin miners' operations towards AI data centers.
- Kalshi is seeking a $40 billion valuation through financing, with a focus on trading in various sectors including sports and politics.
The Manus-Meta acquisition was reversed following a ban from the Ministry of Commerce, leading Manus to resume independent operations. The company reported an annual recurring revenue (ARR) of $300 million, and there was no team attrition reported.
In a significant development, Riot signed a $9.1 billion compute deal with Anthropic. This deal reflects a broader trend where Bitcoin miners are transitioning from traditional mining operations to becoming AI data centers, fundamentally reshaping their valuation logic.
Kalshi is actively seeking a $40 billion valuation through financing. The company, which has a trading volume of $178 billion, focuses on various sectors including sports and politics, aiming to leverage monetary incentives to define market truths.
每周要闻 | Manus收购反转、Harmony遭攻击、Kalshi寻求400亿美元估值融资
由于商务部的禁令，Manus-Meta的收购被反转，Manus恢复了独立运营。该公司报告的年经常性收入（ARR）达到了3亿美元，且没有团队流失的情况。
在一项重要发展中，Riot与Anthropic签署了91亿美元的计算协议。这项交易反映了比特币矿工正在从传统的挖矿操作转向成为人工智能数据中心，从而根本性地重塑其估值逻辑。
Kalshi正在积极寻求通过融资实现400亿美元的估值。该公司年交易量达到1780亿美元，专注于包括体育和政治在内的多个领域，旨在利用货币激励来定义市场真相。