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Market Analysis
Analysis generated 74 hours ago
Executive Summary
2/2/2026, 10:43:02 PMAnthropic appears poised to release Claude 5 (specifically Claude 5 Sonnet) imminently, following technical leaks of model identifiers on Google Cloud's Vertex AI platform. Market prices for Q1 2026 releases remain slightly undervalued given the high reliability of cloud infrastructure leaks.
BUY ๐ก YES
Capitalize on Claude 5 Vertex AI Leak
+11% EV
Conf: 85/100
Will Claude 5 be released by February 28, 2026?
AI Prob
92.0%
Price (Then)
83.0ยข
Price (Now)
83.0ยข
Kelly Stake
3.5u
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A specific model identifier 'claude-sonnet-5@20260203' was detected in Vertex AI logs on February 1-2, 2026, strongly suggesting a public launch on February 3. While the resolution criteria contains a clerical year error (2025), the market price and title confirm trading for the 2026 window. At 83c, the market is offering a double-digit return on an event with high technical confirmation.
BUYING YES
BUY ๐ก YES
Liquid Play on Imminent Claude 5 Launch
+7% EV
Conf: 90/100
Will Claude 5 be released by March 31, 2026?
AI Prob
94.0%
Price (Then)
87.5ยข
Price (Now)
87.5ยข
Kelly Stake
4.5u
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This market offers significantly higher liquidity ($16k+) and volume ($111k) compared to the February window. The March 31 deadline provides a safety cushion in case the rumored February 3 launch faces a minor administrative delay, though the technical logs indicate the model is already staged for deployment. The expected value remains positive even at the higher entry price.
BUYING YES