Macro Intelligence Brief: AI Compute Absorption, Derivative Sell Pressure, and Whale Distribution Under a Neutral Stablecoin Regime

Anthropic's $13.7B six-year compute contract and $0.01-strike warrant structure redirect institutional capital toward contracted AI infrastructure while BTC derivatives print sustained negative pressure and a four-year dormant ETH holder begins distribution; neutral stablecoin telemetry leaves dry powder undeployed ahead of the FOMC decision and the CLARITY Act procedural vote.