The WTR AI Private Pools Index climbed another 14.8% M/M through May 11, pushing total tracked private AI market value to $2.20 trillion across 38 active constituents. 🔹 Anthropic drove the move higher, adding +$276.8B in value to reach a ~$900.5B valuation, while OpenAI remained the second-largest constituent at ~$839.0B 🔹 The index is now up 64.1% YTD, underscoring continued investor appetite for AI infrastructure, foundation models, and enterprise AI platforms 🔹 Harvey, Figure AI, and ElevenLabs were among the largest monthly gainers, while Cursor saw pressure amidst competition from Anthropic’s Claude Code and other AI coding tools Read James Kisner, CFA's full report for more detail on private AI valuation trends, index composition, top movers, and secondary market activity shaping the AI ecosystem. #AI# #ArtificialIntelligence# #PrivateMarkets# #Anthropic# #OpenAI# #GenerativeAI# #MachineLearning# #Technology# #Investing# #WaterTowerResearch#

The scale of financial exclusion remains stark: → 1.3 billion adults are unbanked → 4.7 billion lack access to credit → Private markets remain gated to retail Emerging markets are leading the response, turning to crypto as a vehicle for financial inclusion. Read more ⬇️

In just six months, RWA value on Sei has crossed $291M. From treasuries to private credit to private markets, tokenization is rewriting how the world's biggest assets move, and doing it fast.

Why would polymarket ever do an airdrop? What's the point of having a token when you can raise infinite amounts of money from private markets. You don't need VC to series into a token round . Your equity is worth more than most publicly traded companies... It just makes no sense to me for them to tokenize.