📢 Gate Square Daily Report | June 2
1️⃣ Market Trends: BTC falls to nearly two-month lows at $71,000, down 2.7% over the past 24 hours; Strategy sells 32 Bitcoins for the first time in four years, and the stock price drops 5%.
2️⃣ Institutional Developments: Bitcoin mining company IREN completes $3.65 billion in financing, which is intended to support an AI cloud contract signed with Microsoft.
3️⃣ AI Developments: Anthropic secretly submits a draft S-1 filing to the SEC, preparing for an IPO; the issuance size and price have not yet been determined.
4️⃣ TradFi Developments: U.S. stock-market retail investors have outperformed institutions for two consecutive months; in May, excess returns reached 16 percentage points, setting a historical record.
5️⃣ Market View: “New stock god” Serenity points out that Google’s $80 billion financing may benefit AI supply-chain companies such as Micron and TSMC.

#Polymarket每日热点 Predictions for IPOs before 2027: Major Tech Companies
1 High Certainty (Files Submitted or Clear Timeline)
Company
1 SpaceX
Status S-1 filed
Expected Time June 12, 2026
Valuation Expectation $1–1.75 trillion
2 Anthropic
Status Confidential IPO filing submitted
Expected Time 2026
Valuation Expectation $350 billion+
3 OpenAI
Status Planning IPO but may be delayed
Expected Time May be delayed until 2027
Valuation Expectation $1 trillion+
2 Moderate Certainty
Company
1 Discord
Status Market forecast
Expected Time 2026-2027
Valuation Expectation $15 billion (55% probability)
2 Stripe
Status Multiple delays, still planning to go public, expected time 2026-2027
Valuation Expectation $65 billion+
3 Databricks
Status Planning IPO
Expected Time 2026-2027
Valuation Expectation $43 billion+
3 Other Potential IPO Candidates Worth Watching
Cerebras Systems - Completed IPO in May 2026, raised $5.5 billion
Reddit - Already listed, but discussions are ongoing
Shein - Fast fashion e-commerce, planning IPO but facing regulatory challenges
Skims - Kim Kardashian’s brand, valued at about $4 billion
4 Key Analysis
SpaceX (Most Certain)
Has officially filed S-1, expected to go public on June 12
Annual revenue around $44 billion, expected to achieve operational profit in Q2 for the first time
Market forecasts show an 88-94% probability of IPO before 2027
Anthropic vs OpenAI
Anthropic is moving faster, has submitted confidential documents, expected to turn a profit in Q2.
OpenAI may be delayed until 2027 due to doubts about valuation framework and cash flow sustainability.
Discord
Market forecasts show a 55% probability of reaching a $15 billion valuation.
But compared to SpaceX and others, IPO certainty is lower.
Stripe & Databricks
Both companies have been talking about IPO since 2019, with multiple delays.
Market expectations for their IPOs in 2026-2027 are cautious.
Summary
Companies most likely to complete IPOs before 2027, ranked:
1 SpaceX (Almost certain, June 2026)
2 Anthropic (High probability, 2026)
3 Discord (Moderate probability)
4 Stripe/Databricks (Multiple delays in history, higher uncertainty)
5 OpenAI (May be delayed until after 2027)