Allocation Update – Q2 2026

Q2 2026 carried forward our focus on advancing Ethereum’s resilience and capabilities, supporting key work in zero-knowledge proofs, client diversity, formal verification, and open-source tooling. See the list below of the projects and ecosystem effort…

#521: AI Agents Could Continue To Power Anthropic’s And OpenAI's Growth, & More

On June 1, Anthropic submitted a draft S-1 to the U.S. Securities and Exchange Commission (SEC) in preparation for its potential initial public offering (IPO). Now, as rumors circulate that the company is meeting with investors to test sentiment, some are speculating on the pace at which Anthropic’s revenue is growing and the valuation that its growth might support.