The author argues DXYZ owns roughly 14% Anthropic plus OpenAI and trades near its last reported NAV, an unusually cheap entry versus its history of trading at large premiums during private-tech hype. The catalyst is an Anthropic S-1 filing triggering a media cycle that pushes retail investors into DXYZ as a proxy, mirroring how DXYZ traded at a huge premium to NAV before the SpaceX IPO. Main risk is the closed-end fund structure and hype-driven premium collapsing; position is 800 shares and 50x Dec 18 $40 calls.