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I came across Arthur Hayes’ new article again tonight
The title is just five words: D is for Dilution
His numbers are pretty sobering
SpaceX SPCX could face about 50% dilution by June 2027
About 8.6 billion shares are set to unlock
Anthropic faces an even steeper hit
Early investors could face about 83% dilution by then
OpenAI’s IPO is slated for 2027
His reasoning is
Equity dilution → AI stocks come under pressure → banks slow balance sheet expansion → dollar liquidity tightens → short-term headwind for BTC
His own funds will keep waiting on the sidelines
Until liquidity conditions ease again
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SPCX-3.89%
BTC-0.67%
#美股财报季 #Gate股票畅聊季 $13.4 billion in revenue sets a record: Three truths about AMD’s AI computing race
After the market closed on November 3, 2026, AMD delivered an almost flawless quarterly report: revenue of $13.38B, up 45% year over year and above the top end of its guidance; data center revenue nearly doubled, and the stock briefly surged 9% after hours.
The numbers are impressive, but more worth unpacking are three things behind them: AMD is undergoing a structural transformation, earnings quality is improving, and its 2027 outlook makes the company’s ultimate destination crystal clear.
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AMD+0.88%
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What Is the Bid-Ask Spread? Why Can Even a Seemingly Small Spread Keep Eroding Returns Through Frequent Trading?
In cryptocurrency trading, many people focus only on price movements while overlooking the spread between buying and selling. Even when market prices do not change significantly, frequent trading can still incur ongoing costs from spreads and fees, ultimately affecting actual returns.
First, what is the bid-ask spread?
The bid-ask spread is the difference between the market’s best ask price and best bid price. For example, if an asset’s best bid is 100 USDT and its best ask is 100.1
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CRYPTO MARKET BEST STRATEGY
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LIVE1,779
Trade Futures, Win Prizes, and Claim XAUT & SLVON Rewards https://www.gate.com/campaigns/6808?ref=VLARBF1YAG&ref_type=132
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XAUT+0.30%
SLVON+0.22%
Someone asked me why I'm focusing on $XPL cause there are better opportunities elsewhere and I honestly had to check the chart again if I'm perhaps a moron.
But you can't get a better R:R than this. You just can't. I'm inversing the chart cause everyone has a bearish brain atm to show you that you cannot find a more textbook distributive range than this (e.g. accumulation on the regular scale).
Look at all the phases. Look at the corrective leg up to UTAD. This is a pretty easy 100-150% to reach range lows IMHO.
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XPL-0.60%
Can any Bro from the Japanese community tell me:
What exactly is the latest One Piece chapter spoiler?
Did Luffy really turn into an ape?🐒
Can anyone from the Japanese community tell me:
What exactly is the latest One Piece chapter information?
Did Luffy really turn into a monkey?🐒
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$Sony Group on Thursday reported a 45% rise in second-quarter operating profit, beating market estimates, due to stronger performance at its games and movies units.
Profit was 622.3 billion yen ($3.95 billion), above an average estimate of 505 billion yen from 12 analysts polled by LSEG.
Reuters.
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$ETH Ethereum's recent rebound can't even firmly hold above 2,450, yet the share of long positions has already surged to over 65%. Sentiment looks heated on the surface, but the fund flows tell a completely different story: spot ETFs saw net outflows of more than $1.2 billion in a month, with institutions pulling out without hesitation; meanwhile, hacker addresses still hold hundreds of thousands of native tokens, which could turn into selling pressure at any time. The inflow channel has been cut off, buying support is paper-thin, and those piles of underwater tokens overhead are no mere decor
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ETH-1.26%
Damn, starting at spawn with cheats enabled.
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Everything's big. Don't believe it? Come suck— I mean, come taste it.
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buy good coins, do nothing, hold spot, touch grass, make money season (loading)
$ELSA ‌Exited too early
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ELSA+5.80%
Bulls Are Trapped $BNB USDT — The Short Setup Is Ready to Go
$BNB /USDT
Direction: SHORT
Entry Zone: 715.040
Take-Profit Targets:
🔹 TP1: 706.771
🔹 TP2: 701.258
🔹 TP3: 692.989
🛑 Stop-Loss: 726.065
$BNB
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BNB-0.72%
I have my options AI handling MT5, but it only does anything when the market is relatively calm.
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$ETH IS OUTPERFORMING BITCOIN
Ethereum gained 7%
Bitcoin gained 3%
finally Ethereum is moving.
ETH-1.26%
BTC-0.67%
Tomorrow night at 21:30, the U.S. October nonfarm payrolls report comes out. Here are my thoughts
The market expects 65,000 jobs to be added, versus 29,000 previously, with the unemployment rate expected to hold at 4.2%. ADP added 86,000 jobs last night, above expectations, suggesting the U.S. labor market has not yet shown any clear signs of losing momentum
But the backdrop for this jobs report is a little different:
The Fed chose to pause rate hikes in October, and two officials even voted to continue raising rates. Market expectations for a December rate hike are already quite high
If emplo
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BTC-0.67%
  • 11
11.5BTC
Bull market, hurry back!!
Why overthink it? Just go for it.
I see Bitcoin hitting 90K this time. I’ve added 1.5 BTC and am ready.
Now let’s see if I can hold on!
BTC-0.67%
#成长值抽奖 Lottery🎁 100% chance to win! Gate Social Growth Points Lottery Issue 2️⃣ 6️⃣ is live!
Complete social tasks to earn Growth Points and get a chance to win a position trial voucher worth up to 5,000 USDT and a Gate tri-fold keyboard!
✨ Upgraded new-user perks: New users can join with no trading volume requirement!
🎯 How to earn Growth Points
1️⃣ Square interactions: Post, like, comment, and share for up to 600/day
2️⃣ Livestream interactions: Watch, like, comment, share, and make reservations for up to 300/day
3️⃣ Hot topic tasks: Join discussions and share trading cards for up to 90/da
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SPCX+0.78%
BTC-0.67%
ETH-1.26%
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