Anthropic Goes Dark, Canada Sounds Alarm, and Decentralized AI Tokens Have a Field Day 📈

Canadian Prime Minister Mark Carney warned Sunday that a U.S. order pulling two of Anthropic's newest frontier AI models offline for users worldwide exposes the risks of overreliance on a small group of American providers, speaking in Ireland ahead of the G7 summit in France, the Associated Press reported. "The situation we're in collectively right now with Mythos and Fable is something that can happen with overreliance on certain models," Carney said, adding that "it is never a good idea to have one option" and that the mistake would be to "just accept this, don't take the lesson, don't build out and diversify."

The U.S. government issued an emergency export control directive on Friday ordering Anthropic to immediately suspend access to Claude Fable 5 and Claude Mythos 5, both released days earlier, for all foreign nationals inside or outside the United States on national security grounds. Commerce Secretary Howard Lutnick reportedly sent the letter to Anthropic CEO Dario Amodei, per Axios, with Semafor reporting the action was driven in part by suspicion that a China-linked group had accessed Mythos. Anthropic complied, disabling both systems for all customers, and disputed the cited jailbreak concern as already replicable on public models such as OpenAI's GPT-5.5.

The dispute lands as Anthropic approaches a reported $1 trillion valuation following annualized revenue of more than $47 billion. Carney said nobody has "done anything wrong in the situation," but framed the episode as evidence that centralized AI concentrates model access and its controls inside a single provider whose compliance with a government order can sever service globally at once. Decentralized AI, by contrast, distributes those functions across independent operators coordinated by a blockchain.

Tokens associated with decentralized AI rallied after the directive took effect. The sector's market capitalization stood at $24.3 billion, up 6% over 24 hours and 12% over the week, according to CoinGecko data. Smaller compute and data networks led the gains, with ChainOpera AI, io.net, Grass, and NOVA each climbing more than 30% over the past week, while NEAR Protocol and Bittensor, two of the sector's largest tokens by market cap, rose 15.9% and 27.9% on the week respectively. The U.S. move on Anthropic points to "a risk that is largely unique to centralized AI," Dan Dadybayo, strate...