Anthropic’s Claude is gaining ground on ChatGPT among paying users, and crypto should be paying attention
Claude's paid subscriber base has more than doubled in 2026, while its newest AI models are already finding zero-day vulnerabilities in smart contracts
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.