$IREN: Why We’re Buyers Into the Texas Panic
$IREN is down 44% over the past month, with investors panicking over potential restrictions on data center development in Texas.
The market is pricing IREN as if its entire AI infrastructure expansion is at risk.
We believe the market is getting this wrong.
1. The Texas Situation
The proposed moratorium primarily threatens new approvals and grid connections, not necessarily existing energized capacity.
IREN already has significant infrastructure secured:
Sweetwater 1: 1,400MW
Childress: 750MW
Sweetwater 2: 600MW
That’s 2,750MW across Texas, although

IREN-5.93%

MSFT+1.46%

NVDA-5.28%

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Hongshen an hour agoBullish

As BTC moved up, I closed 6 BTC at breakeven, keeping 10% of my position and continuing to look higher. I left my ETH position untouched. On Nov. 30, I went live at short notice for a chat. A few guys had BTC long positions with entry prices close to mine. I made it very clear on the livestream: when the price moves up, take some off the table first. The biggest mistake in this market is making rash moves—never chase a rally or sell into a drop!#Gate直通IPO第三期Anthropic #Gate10月透明度报告

BTC-0.67%

ETH-1.26%

OldHeMaestro 2 hours agoBearish

Earn 💰 through your own ability, and earn it with a clear conscience!
🈳Both short positions cashed in, netting 25712 oil. Another happy day😃
$BTC ‌$ETH

OldHeMaestro2026-11-12 05:33:10

BTC’s daily chart has broken down into a one-way decline, with the price falling below the lower Bollinger Band and strong bearish pressure. KDJ is extremely oversold, but in a one-way market, oversold does not mean a bottom; a sustained slow decline is possible. MACD bearish momentum is still being released. After bottoming, the 4-hour chart saw a slight rebound, then retreated under resistance at the middle band. Rebound momentum is weak, forming a continuation pattern with insufficient rebound strength. The overall market environment remains weak.
🉑 Short near 74300 on a rebound, add at 74900, target 73000 and 71000
ETH 🉑 Short near 2080, add at 2110, target 2010 and 1930
$BTC ‌$ETH ‌

BTC-0.65%

ETH-1.23%

CryptoChampion2 hours ago

Gate_Square2026-11-12 11:59:00

📣 November 12 Daily Standouts: Great insights deserve the spotlight
Why can stocks rebound while crypto struggles? What can a trading loss teach us? Explore today’s four picks 👇
🔹 @User_any: AI stock gains, crypto weakness, and the role of rates and ETF flows
https://www.gate.com/zh/post/status/curated/25562473
🔹 @CryptoSpecto: BTC selling pressure and the levels to watch for a recovery
https://www.gate.com/zh/post/status/25563324
🔹 @CryptoBoss1: WCTC S9 lessons from a patient BTC trade and an impulsive altcoin loss
https://www.gate.com/zh/post/status/25561455
🔹 @CryptoChampion: Anthropic’s potential IPO and the debate over AI growth, costs and valuation
https://www.gate.com/zh/post/status/curated/25560976
🎁 Selected creators receive a 3-day traffic boost + featured placement
💬 Which perspective resonates with you? Join the discussion and share your own analysis, trading recap or lessons learned. Your next post could be featured.
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‍#GateSquare #DailyStandouts

BTC-0.67%

𝐋𝐨𝐧𝐠𝐓𝐞𝐫𝐦®38 minutes ago

A 1% annual fee feels invisible in any single year. Over three decades it can quietly consume a larger share of returns than inflation itself. The cheapest investment option is often the highest-returning one once costs are subtracted. Most people focus on what they earn and ignore what is being taken.

BitcoinLeaderV44 minutes ago

#晒出我的持仓收益
$BTC
Bitcoin’s most brutal plunge is still ahead
At 71.5k now, it’s just the calm before the storm
An even more violent sell-off will come within 2 weeks…
Stay tuned

BTC-0.65%

MambaCalls 16 minutes ago

$4k a day keeps the 9-5 away $PLTR

PLTR+0.04%

cryptosana an hour ago

Market update

LIVE2,053

mgura 2 hours ago

Who's next? 💀
$NVDA

NVDA-5.28%

She_Moon32 minutes ago

AI stocks stage ferocious rebound! Nasdaq jumps over 2%, chip index surges 7%, CoreWeave rallies 25% — Is the market turning around?
Yes—there was a sharp, broad rebound in AI and tech equities driven primarily by CoreWeave’s strong quarterly results. The company reported revenue of about $3.66 billion (up ~168% year-over-year, beating estimates), narrowed adjusted losses, raised full-year guidance to $13–13.3 billion, highlighted a massive backlog (~$132–133 billion), and signaled a path toward adjusted profitability in the first half of 2028 while emphasizing customer prepayments to fund exp

NDAQ-0.06%

CRWV-7.31%

AMD+4.51%

AVGO+5.39%

TSM-1.48%

CryptoMishu38 minutes ago

#Gate直通IPO第三期Anthropic Based on public prospectus information, media reports, and the latest product developments, the following analyzes Anthropic and its flagship product Claude across five dimensions: user experience, product competitiveness, business model, commercial prospects, and risks.
1. User experience: A divide between capabilities and limitations
Claude’s user experience has a clear “two-track” character:
· High capability ceiling: Claude Fable 5.2 and Mythos 5.2, released on November 9, 2026, are positioned as the most capable models currently available. They perform strongly in c

CycleProfessor an hour ago

Jensen Huang has watched The Ming Dynasty.
Step down, resolve all the problems, then think about what comes next...

CryptoChampion2 hours ago

We are Hiring Quality Creators! Create to Share $100,000+ in Monthly Rewards!

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1️⃣ Up to 30 USDT for your first post
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Gate_Square2026-11-12 10:49:45

We are Hiring Quality Creators! Create to Share $100,000+ in Monthly Rewards!
🎁 Creator Rewards
1️⃣ Up to 30 USDT for your first post
2️⃣ Publish 5 posts weekly to share 10,000 USDT
3️⃣ Publish at least 8 posts monthly to share 100,000+ USDT
4️⃣ Extra perks include token rewards, Gate merch, and traffic support
📌 How to Join
• Existing creators: Get the Certified Creator Badge to join automatically.
• New creators: Apply here 👉️ https://www.gate.com/questionnaire/7698
Details: https://www.gate.com/announcements/article/100944

TianyiCrypto 18 minutes ago

Shorts break down on surging volume! 3870 support under threat, bearish trend fully established

After climbing to around 4004 overnight, gold met resistance and formed a top. It continued its weak pullback as the Asian session opened today, with the decline accelerating on surging volume during the European session. It successively broke through the two key support levels at 3950 and 3900, reaching a low of 3867, a key level. It is currently quoted at 3874, down more than 3% on the day. Overall, the market is showing an extremely weak pattern of “turning down from highs and falling in one dir

GLDX-0.40%

PAXG+0.37%

Full-TimeTradersMustG an hour ago

For nine years, I’ve only shared my real trading records.
I hope there will be more sincerity and fewer tricks in this community. Be open about both profits and losses; there’s no need to keep trying to make yourself look impressive.
Trading has never been as simple as people imagine, and making money is no easy feat. The market is tough right now, and it’s not easy for anyone.
I hope the market and everyone in it can be a little more straightforward and genuine. I also hope I can help some people I’m fortunate enough to meet.

𝐋𝐨𝐧𝐠𝐓𝐞𝐫𝐦®2 hours ago

Knowing that markets rise over long periods does not make anyone wealthy. Staying invested when headlines scream panic does. The largest returns are usually earned by people who simply refuse to act on fear. Knowledge is common. The discipline to ignore it when emotions are loud is rare.

CryptoRockan hour ago

TOKEN-0.16%

LiuSanPao 2 hours ago

I don’t know how else to put it; I can only talk based on my feel for the market. The 1,300-point drop from 72,500 was caused by Jensen Huang’s resignation. It seems to have held—the market has absorbed the news. But in trading, fear is still there, and so is greed. Most highly leveraged long positions have been liquidated. The longer the price stays stuck here, the more likely a rebound becomes, but it can’t stay stuck for more than 1 day. Otherwise, long holders will start to panic, and after a brief rally, they’ll sell

There’s still panic selling, but most of the selling that needed to hap

MSTR-4.38%

CryptoCircleBullSays 28 minutes ago

$NVDAB Currently at 165.09, down 6.337% over 24H and trading within the 24H range of 149.23 to 177.67. The 1H outlook is relatively strong, while the 4H outlook is weak: the price is above the 1H EMA20 at 163.95 but remains below the 4H EMA20 at 170.93. The 1H RSI is 58.39 and the 4H RSI is 34.26; a short-term rebound does not mean the trend has reversed. 1H volume is only 0.036x, indicating limited buying support. For momentum to turn bullish, the price needs to hold above the 177.67 resistance with increased volume. If it breaks below the 149.23 support and fails to recover, weakness will pe

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