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UBS Sees Copper As "Highest-Conviction" Theme, Names Four Miners To Ride Supply Squeeze
JUST IN: Microsoft MSFT CEO Satya Nadella calls for "emergency brake" on advanced AI.
Cyber-enabled fraud is increasingly cross-sector and cross-border. How can countries turn the Bangkok Blueprint into practical action? Join Yan Liu, @SSirtaine, Giles Thomson of @FATFNews, Raymond Chan of @hkmagovhk, Daranee Saeju, Norhana Endut of @BNM_o
野村证券：800G/1.6T光模块核心芯片占BOM成本66%–72%，美国光芯片供应商有望成为最大受益者。野村最新研报指出，美国可能针对下一代3.2T光模块引入65%美国元器件含量豁免门槛，即中国光模块厂商若采用足够比例的美国元器件，还有机会维持对美出口。根据野村测算，在800G及1.6T EML/硅光（SiPh）光模块中，光学激光器/芯片、DSP、TIA/驱动芯片和PD芯片合计占BOM成本的66%–72%，其中光学激光器/芯片单独占14%–23%，因此光芯片将成为满足美国含量要求的关键变量。如果这个
The incentives here are so fucked up Literally praying for OpenAI to fail at shipping so I can get free resets lol
兄弟姐妹们，本周的行情周报已发！上周，BTC价格从87K跌到80K，ETF在卖，巨鲸和贝莱德在买。目前，空头砸不动了，多头在试探。 80K是巨鲸的防守线，也是牛市健康回调的底线。守住，牛市结构完整。跌破，77K是下一个防线。点击阅读全文，看下周三种情景和中长线价格走势推演和现货策略👇
$200 to one person who retweets and is following on fomo: fomo.family/r/Travladd If you want a bag of bullish this is the opportunity. Hop in the telegram too and check the vibes: t.me/bullish_rh @bullish_rh
This is canonically how Harry Potter should have ended. With Harry and Draconia coming together to defeat Voldemort with a final Expelliarmus because they've perfected the power of love. The same love from his mother that protected Harry from Voldemort as
Jack Dorsey wants to open source everything
马斯克面试，只问三个非常简单的问题，但很容易暴露求职者的深层问题，不愧是世界首富❗️ 1）讲讲你的人生故事。 2）你做过哪些关键决定，为什么？ 3）你解决过的最棘手的问题，怎么解决的？看起来十分简单，但你看这三个问题，问的是同一件事：不是“你会什么”，是“你怎么想”。第一个，看你怎么定义自己。第二个，看你怎么做选择。第三个，看你怎么拆解问题。技能可以学，判断力，学不来。马斯克不招“会干活的人”，他只招“会想问题的人”。而这，恰恰是交易里，最难教的东西。你会不会看图，不重要。你在亏钱
According to fresh data from JP Morgan, ~$50B has flowed into crypto YTD, on track for roughly $66B this year. That’s a jump from the $52B run-rate back in May, but still lags 2025 ($110B) and 2024 ($160B). The interesting shift? Demand is broadening. H1
I appreciate you friend 🙏 Well written and love the Big Mac index comparison. You can just trade SPY QQQ BTC and be happy.
1011，一周年了。一年前的这个夜晚，很多人的整个合约账户和借贷账户全部被清空了，仿佛一切没有存在过一样。今年一整年美股新高，非常强势，但是加密软弱不堪，很多人问我原因，我都是一句话：这个市场还在还1011的债。 1011毫无疑问是整个加密最黑暗的一天，相比于94和312和519这几个“前辈”，他没有具体政策利空，他没有外围市场影响，他没有大环境和金融大背景的任何影响。。他是纯粹的，毫无遮掩的，毫无底线的收割。不仅收割了这个行业这个市场的流动性，更是把叙事和信心全部打死，或者说收割都不准确，更准确的
STRK 起飞！！！！下一个将会是ZK TIA AXL等优质币！你们的第二个ZEC在路上了，别急，好好拿稳～马上要突破0.1了，然后就会在0.1以上盘整，不会再跌下去给你们捡低筹码的机会了你如果没上车，那不好意思，你以后只能买更贵的筹码了。不要做空，不要做空，不要做空。跟着方总买别墅靠大海，跟着方总反着买你只能下海～
Are you ready for a 2013/2017-type of blow-off rally? The chart is. bitcoin:native
又看到有人把10/10的崩盘全甩锅给Binance @binance 的USDe活动，说什么“不负责任营销导致杠杆循环”。市场最剧烈的下跌和大规模清算，发生在10月10日21:20左右。 USDe、BNSOL、WBETH这些资产在Binance上出现明显脱钩，是在21:36之后。也就是说，价格先砸、清算先来，脱钩是后面的结果，不是原因。 Binance官方也明确说过，核心撮合引擎和API全程是正常的，没有全站宕机。后面针对因为这些资产脱钩而被清算的用户，平台在24小时内完成了约2.83亿美元的补偿，
NEW: 🟠 #Bitcoin miners have stopped selling, according to @cryptoquant_com. There have been no extreme miner flows since Aug 21 when BTC hit $76K. “That removes one of the steadiest sources of supply that weighed on price through the 2026 bear market,” Qr
JUST IN: POWER LAW ANALYST PERFECTLY EXPLAINS WHY THE #BITCOIN PRICE CAN ONLY GO UP "THE POWER LAW IS NOT GOING TO BREAK" "BTC IS GOING TO BREAK TO THE UPSIDE" IT'S COMING 🚀
🚨 BREAKING China just ordered a national blockchain network. Not a crypto free-for-all, an official 19-measure plan from the CPC Central Committee and State Council, published by Xinhua, to wire blockchain into manufacturing, data ownership, banking syste
JUST IN: Eric Trump says capital rotating from crypto into AI could be a major catalyst, claiming AI growth will accelerate the growth of digital assets.

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