Anthropic’s Claude is gaining ground on ChatGPT among paying users, and crypto should be paying attention

Anthropic’s Claude has more than doubled its paid subscriptions in 2026, a milestone the company confirmed as of March. The app’s global market share climbed from 5.1% in February to 10% by April, a near-doubling in just two months.

The numbers that matter

On iOS, 13% of Claude users pay for a subscription, compared to 8% for ChatGPT. Claude generates $2.76 per user versus ChatGPT’s $1.74, roughly 1.5x the monetization rate.

Anthropic closed a $30 billion Series G funding round in February 2026 at a $380 billion valuation. The company’s annualized revenue scaled from approximately $5 billion in August 2025 to over $30 billion by April 2026.

Why crypto can’t ignore this

Anthropic’s newest Claude models, including the Fable 5 and Mythos class, have autonomously identified zero-day vulnerabilities in critical cryptographic libraries and smart contracts. Over $840 million in crypto hacks have been reported so far this year.

Anthropic shares are already trading on the Solana blockchain via PreStocks, a platform that tokenizes equity in private companies. The tokenized stock (ANTHROPIC) was trading at an implied valuation of roughly $700 to $750 per share with a market capitalization near $7 million as of mid-June 2026.

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