$TSM Vice President of Advanced Packaging:
"Foundries can scale up the optical engine, but the real bottlenecks to large scale deployment lie elsewhere...
Including lasers, optical fiber, fiber-optic connectors, and test" (UDN)
Just some bucket ideas:
Lasers: $LITE, $SIVE, $COHR, LandMark (3081), LuxNet, Sumitomo, Furukawa
Optical fiber / FAU: Foci, Browave, $GLW, Sumitomo
Fiber Optic / CPO Connectors: BizLink, $GLW , Fujikura, Nextronics, COXOC
CPO testing: MPI (6223), Advantest, $FORM, Msscorps, $KEYS, Chroma
(disclosure: exposure to theme above, individual names not named by TSMC)
There ar

$BTC Employment Data Releases Are Coming Thick and Fast, Putting Wosh’s Policy Stance to the Test
After Jackson Hole, Wosh sent a hawkish signal, placing inflation first in policy decisions. The dense series of employment data releases ahead will directly test whether this stance can hold. The market had previously grown accustomed to immediately scaling back rate-hike expectations whenever employment weakened, but Wosh has readjusted the weighting. Employment is currently only a secondary reference, and only a material deterioration in the labor market can constrain rate hikes.
At this stage

Metaplanet moved 1,600 BTC to two new wallets, per Onchain Lens. Could signal strategic reallocation or preparation for further transfers. $BTC

As mentioned earlier, the pinned post remains valid.
There are still 12 days of happy subscription trial time left, so make the most of it.
Those who haven’t joined the community are advised to do so; occasional benefit trading signals 📶 are sent.

Sun Ge and Jing Tian’s drama has damaged the crypto industry’s reputation.
After hitting on girls, don’t let them know you’re from the crypto world.
The girls all say, “Crypto people are so sleazy.”

#Web3SecurityGuide
Web3 has transformed the way people manage digital assets, access financial services, and take ownership of their online value. But greater freedom also comes with greater responsibility. In Web3, protecting your wallet and personal information is not optional, it is a fundamental part of being a responsible user.
The most important rule is simple, never share your seed phrase or private key. No legitimate platform, support agent, or project should ask you for these sensitive details. Anyone requesting them in exchange for rewards, account recovery, investment opportunities

$BTC I caught a little of @a major market move and got out; after 3 days, I had made less than 300U. But thinking about it, 200-plus is still over 1,000 yuan. Hopefully I can break even soon. ‌

I sold Hynix too early and locked in the profits—I’m such a coward.

$ETH Got a lesson last night as the U.S. military launched a nighttime strike, sending crypto prices plunging
The uptrend had already begun, and the market was preparing to keep pushing higher, but the U.S. military still played dirty. Positive news about the strait reopening emerged on the surface over the past two days, only for a heavy blow to follow, liquidating a large number of long positions.
For now, we can only remain on the sidelines. What happens next will depend on whether the situation escalates further and whether oil prices continue to rise. If the conflict causes a prolonged di

$HNT is still 98% below ATH.
Does a 170% pump make a difference?
Celina, Texas became the first U.S. city to convert municipal Wi-Fi into carrier-grade @helium coverage.
But the token is still structurally broken
Here is why you should not FOMO :
👉 OVERPRICED FOR WHAT IT EARNS
Helium generates $3.06M in annualized DePIN revenue. 6th across all DePIN projects. Ahead of Render. Ahead of DoubleZero. Real carrier traffic from AT&T, T-Mobile, Telefonica. 2.5 million+ daily users. 42,000+ U.S. locations.
But the MC to 30-day annualized revenue ratio sits at 42.6x. IO is at 5.1x. GEODNET at 13x. Hel

JUST IN: a16z Crypto highlights that 94% of peso-denominated crypto flows in Argentina go to stablecoins, signaling stablecoins are becoming a daily habit beyond inflation hedging. $BTC $ETH

ripple:native is starting to look interesting again.
After pulling back from around $1.69 to $1.42, XRP has now pushed above a falling trendline, with analyst Ali Martinez calling the breakout confirmed and highlighting $1.70 as the next major target.
There’s another bullish piece to the puzzle.
Spot XRP ETFs recorded $110.49M in weekly inflows, their strongest result of 2026. That kind of institutional demand could give the breakout more credibility, especially if broader crypto liquidity stays supportive.
bitcoin:native remains the key market driver, while large-cap payment and infrastructur

Copy-trading users, click the 💬 chat room in the upper-right corner of my profile. If you have any questions, send a message there; notify ❗️ promptly if anything comes up.

Is the world’s largest oil deal just secured by Trump a lifeline in reality or an empty promise?
The 25-year ultra-long agreement just finalized by the US and Venezuela contains a huge amount of information. It will develop 17 strategic oil fields covering 65 billion barrels of crude oil reserves, is expected to leverage more than $100 billion in private investment, bring Venezuela approximately $209 billion in tax revenue, and aims to rapidly increase daily output to 1.5 million barrels. The US will secure a 55% share of the new company’s actual output, along with priority purchasing rights a

$HNT $Bull run is coming $4 $BTR $HNT I was losing money for over half a year, but made it back in one month[偷笑], thanks to Brother Zhuang.

I just switched the app to the background, and it popped right back up—are you playing hide-and-seek with me? 🐱 I was checking the chart after lunch and noticed clear sideways consolidation at the bottom, with buying support starting to strengthen and volume gradually picking up. I judged the risk-reward at this level to be worthwhile and took a position. I didn't expect it to generate profit before my nap was even over.

Entered at 1202.67, current price 1217.76, $SKHYNIX +91.57%. It was truly sluggish at first, but once it moved, the results were truly sweet—I nailed it completely😏 This r

JUST IN: WTI crude breaks above $85 with intraday gains around 2.7%–3%; futures push into the $85.95 area. Could keep macro risk-on pressure despite crypto-specific catalysts. $WTI

The third consecutive winning trade of the day was interrupted
Fourth trade: went long at 4423 and exited at 4439, capturing a $16 price range and $159 in profit!
$ETH $XAU #黄金 #AI初创企业半年吸金4000亿美元