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

SPCX-3.89%

BTC-0.67%

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BTC

C5xp...pump

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HIGH

7ymF...high

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STONK

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CORLA

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BlockchainTuoge2 hours ago

$SNXX A 21.7% plunge in 24 hours, nearly cut in half; it's now at $5.16. It fell straight from $6.69 to $4.93 intraday, with $467 million in trading volume—this isn't a pullback; capital is rushing for the exits.
First, let's read the chart: a high-volume drop with no rebound structure. $4.93 is the only short-term support, and the $5 round-number level has turned into resistance. The 24-hour range is over 35%, typical of a liquidity-driven selloff, not a shakeout—a shakeout wouldn't come with $467 million in selling volume. On-chain data shows no sign of support wallets stepping in to absorb

SNXX-0.43%

GateUser-79eee386 20 minutes ago

back in $FRONG (12h)

FRONG-8.57%

𝐋𝐨𝐧𝐠𝐓𝐞𝐫𝐦®an hour ago

$INJ opened its Institutional Rail on November 2, with priority block space for approved firms.
The Meridian upgrade in September added a framework for regulated real-world assets.
The monthly has roughly tripled off the March low and keeps holding the gains. LT 💚

INJ-1.67%

万联welinkBTCan hour ago

After using AI extensively, my speech slowed down, and my thought process seemed to rust.
Using AI is about outsourcing physical labor, not outsourcing thinking.
This is so important...
There are many things that AI cannot do.
Just like eating, eating sweets can bring feelings of happiness and satisfaction.
But a simple, everyday diet is what's truly beneficial to your health.
Li Jigang's brain-training room may actually appear in the future.

MarketAdvicer13 minutes ago

LIVE MARKET PREDICTION

LIVE29

CEO_CRYPTO25an hour agoBullish

BULLS TRAPPED $PORTAL USDT Short Setup is Locked & Loaded
$PORTAL /USDT
Direction: SHORT
Entry Zone: 0.0126349 – 0.0126651
Take-Profit Targets:
🔹 TP1: 0.0123246
🔹 TP2: 0.0121076
🔹 TP3: 0.0117822
🛑 Stop-Loss: 0.0130839
$PORTAL ‌

PORTAL-1.89%

TheCryptera an hour ago

$ETH IS OUTPERFORMING BITCOIN
Ethereum gained 7%
Bitcoin gained 3%
finally Ethereum is moving.

ETH-1.26%

BTC-0.67%

BtcsosSignalSharing an hour ago

📡 Signal Card | Source: Aesthetic_Meow channel (just captured by BTCSOS)
- Asset: $MAGIC Long- Time: Not specified- Entry: 0.08547- Targets: 0.085769 / 0.085928 / 0.086068- Stop-loss: 0.085071
I’m just reposting this as-is, without changing a single number 🫠 Whether to follow and how much to put in, you babes decide for yourselves. Don’t ask me.
For personal record-keeping and sharing only; not investment advice. #How far is Oklo’s nuclear power supply deployment from commercialization?

MAGIC-3.39%

OKLO-5.91%

Lab4crypto an hour ago

The post-election messaging from Democrats is clear: an aggressive crackdown on AI capital expenditures and development is on the horizon.
As an investor, the ultimate question isn't just "what gets regulated"; it’s "where does that capital flow instead?"
If big tech and speculative AI capital face regulatory headwinds, liquidity needs a new home. Looking at the Total Crypto Market Capitalization Power Law model, crypto is sitting right near its historical support baseline, severely undervalued compared to its long-term adoption curve.
In hindsight, a crackdown on AI might be the exact catalys

CryptoChampion25 minutes ago

📈 Gate Expands to 500+ Stock Derivatives Contracts
From US and Hong Kong stocks to Korean, Japanese, and Taiwan markets, Gate continues expanding its global stock trading offerings.
🔥 500+ stock derivatives contracts supported
🏆 Gate ranks No. 2 in open interest for SPCX, SKHYNIX, SNDK, and SOXL contracts, according to CoinGlass
🚀 40 stocks added to the new Innovation Zone, with up to 75x leverage
With tech earnings in full swing, AI chips, memory stocks, and global tech remain in focus.
Would you back US tech giants or emerging opportunities across Asia's AI supply chain? 👀
Share your st

Gate_Square2026-11-05 10:57:41

SPCX+0.20%

SKHYNIX+1.41%

SNDK-0.18%

SOXL-1.16%

PitbullChain an hour ago

📊 14.82% premium and 3.58% spread: here’s what the P2P market in Venezuela looks like today.
PitbullChain’s new guide breaks down how the premium over the BCV rate, the spread, and liquidity by bank are calculated, using data from the P2P Radar (snapshot 5/11, 6:00 a.m.). Here are the key takeaways:
🔹 The hard numbers
• USDT/VES reference rate: Bs. 1,027.52
• Average buy: Bs. 1,027.52 · Average sell: Bs. 992.03
• BCV dollar rate: Bs. 894.89 → 14.82% premium
• Overall market spread: 3.58% (35.49 VES between the buy and sell prices)
• Offers observed: 177
🔹 The top of the order book tells a d

CryptoMishuan hour ago

Trade Futures, Win Prizes, and Claim XAUT & SLVON Rewards https://www.gate.com/campaigns/6808?ref=VLARBF1YAG&ref_type=132

XAUT+0.30%

SLVON+0.22%

CryptoCircleBullSays 2 hours ago

$SOL ’s direction looks clear, but volume isn’t confirming it
$SOL is currently priced at 96.8, up 3.9184111647879716% over 24 hours, with an intraday range of 92.49 to 98.16. The 1-hour and 4-hour trends are both bullish, but the 1-hour volume ratio is only 0.018443819642930216. The direction appears consistent on the surface, but participation doesn’t match—that’s the contradiction here.
My assessment: A bullish structure is in place, but confidence is lacking. The price has moved from 92.49 to 96.8, indicating that buyers have the upper hand in the short term. However, the volume ratio is fa

SOL-0.77%

TheSwordIsDrawnFromItsSheath.an hour ago

This is pretty impressive—there’s a lot to look forward to! You can gradually build positions in both spot and futures on dips

CryptoChampionan hour ago

Democrats Sweep Both Chambers of Congress as the Dow Surges Over 3! But AI Stocks Fall Across the Bo

LIVE4,131

LiuBang 2 hours ago

What is order book depth? Why can a large order cause significant price fluctuations when liquidity is insufficient?
In cryptocurrency trading, orders of the same size can produce completely different execution results under different market conditions. Sometimes, a large order enters the market without noticeably moving the price; at other times, a single order can drive the price sharply up or down. One key factor behind this is order book depth.
First, what is order book depth?
The order book displays limit buy and sell orders submitted by traders at different prices. Order book depth refle

134Ceros 2 hours ago

Next Technology allowed to sell 5,833 BTC worth $450M
Next Technology Holding, a Japanese software company listed on Nasdaq, has received board approval to sell a portion or all of its ~5,833 BTC, or use the entire position as collateral to raise capital. At the price of Bitcoin at the time of disclosure, the holdings are valued at roughly $449–$450 million.
The approval does not mean Bitcoin has been sold. CEO Weihong Liu has the authority to decide the timing, volume, and price of any transactions. The company may sell BTC on exchanges, execute over-the-counter deals, or use the assets as co

BTC-0.67%

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