Rapid adoption of Anthropic’s Claude Code agent has fueled trader sentiment, with public GitHub data showing it authoring roughly 4% of commits by early February 2026 and daily volumes climbing from 135,000 to over 400,000 by mid-May amid internal Anthropic usage exceeding 80% of merged code. A May 13 pricing shift moving high-volume Agent SDK usage to metered rates effective June 15 introduces near-term uncertainty around sustained growth, while intensifying competition from other large language model coding tools and typical release cadence variability add further variables. Traders appear split on whether momentum will push monthly or cumulative commit totals into the highest brackets or moderate toward mid-range outcomes before month-end resolution.