Crypto KOL Community & Market Trends

🔥 LATEST: An Ethereum OG who picked up 3,000 $ETH at just $18.83 nine years ago sold for around $7.23M, a 128x return, per Arkham data.

🇺🇸 JUST IN: Trump’s UN envoy Mike Waltz says the US is ready for a prolonged standoff with Iran and can keep its blockade on Iranian ports for the foreseeable future, per FT.

It’s not that nobody is using AI. It’s that hundreds of billions of dollars have been poured into data centers, chips, servers, and electricity—when will that money actually be earned back?
Anthropic, the reigning money-making champ, sells Claude’s AI coding capabilities to businesses and developers and brought in $16.8 billion in Q3. But its net profit is still estimated to be negative. Awkward!

ETH at $2,400, upgrade delayed—can you still hold?
Everyone waited three months for the Glamsterdam upgrade, and now it’s been postponed. The reason: “13 contract risks were discovered.” ETH keeps rubbing up against the $2,400 level, ETFs saw $1 billion flow out in a month—but just as everyone was getting ready to sell at a loss, staking quietly hit a new all-time high. Is this the final shakeout before the good news is fully priced in, or the start of an accelerated bear-market decline?
First, the surface picture: bad news is hitting, but the price hasn’t collapsed.
ETH is trading between $2,380 and $2,405, so the $2,400 you’re seeing is basically the live price. It’s fallen from $2,500, and the overall trend has been weak over the past 30 days. It’s still nowhere near its August 2025 ATH of $4,950. The daily RSI is at 40, neutral to weak, not oversold. Price is below the short-term moving averages, and the 4-hour chart is bearish, but the daily chart shows signs of support around the 100-day EMA at $2,355–$2,362. All the indicators are saying one thing: the direction isn’t clear yet, so don’t rush to place a bet.
But wait.
Are you sure the upgrade delay is just a “technical issue”? Are you sure ETF outflows mean “institutions aren’t bullish”?
First: Is the upgrade delay bearish, or is it “risk removal”?
Glamsterdam, originally scheduled to activate on the Hoodi testnet on October 26, was halted by groups including ChainSecurity—the gas rule changes in EIP-8037/8038 could affect at least 13 real smart contracts. There’s no new date, and the early-December mainnet schedule is also in jeopardy.
Sounds scary?
But look at it another way: if they pushed ahead with vulnerabilities, it wouldn’t just be the price that blew up—it would be trust in the entire ecosystem.
The upgrade can be delayed, but your principal won’t wait for you. What the market fears most isn’t bad news; it’s not knowing when the next piece of bad news will come.
The delay is clearly bearish for upgrade expectations in the short term. But the “find a problem → delay → fix it” process shows that Ethereum’s core developers aren’t an amateur outfit making decisions on a whim.
Second: ETFs are selling, but staking is quietly hitting new all-time highs
U.S. spot ETH ETFs saw net outflows of about $1 billion in October, one of the largest this year. Leading products such as IBIT are seeing outflows, and institutions are cautious in the short term. That’s the most direct reason for the price pressure.
But on the other hand—
About 43.8 million ETH is staked, representing 35.9% of the circulating supply, with net inflows for multiple consecutive quarters. BitMine continues to accumulate and stake, with total holdings of about 6 million ETH, close to its target of 5% of supply.
In plain English:
ETFs are selling, but corporate treasuries are buying, and locking their purchases into staking rather than selling.
The yield has fallen to 2.63%, which is indeed low. But think about it—
With Fed rates at 3.75%–4.00% and 10-year Treasury yields at 5%+, people are still willing to lock up ETH for a 2.63% yield. What does that tell you?
It means they’re betting not on the yield, but on ETH’s future price.
Retail traders are staring at the charts and cursing, while institutions quietly lock up supply. I don’t need to tell you who understands this market better.
Third: The macro backdrop is the biggest threat hanging over the market
September CPI was up 3.7% year over year, above expectations, with core inflation also elevated. The Fed raised rates in September, bringing them to 3.75%–4.00%, and 10-year Treasury yields are at 5.0%–5.13%.
High real yields = risk-free returns outperforming every risky asset.
How are institutions supposed to choose? Buy Treasuries and lock in 5%, or buy ETH and bet on a double?
More importantly, the FOMC meeting is on October 27–28.
The market is leaning toward rates being held steady, but the risk of further hikes or rates staying high remains. Geopolitics in the Middle East, oil prices, fluctuations in AI capital spending, and the link between stocks and crypto—all mean that as a high-beta asset, ETH falls harder than BTC when macro conditions tighten.
Key levels
Resistance above: $2,420–$2,440 → $2,480–$2,500 (20/50-day EMAs converge; a make-or-break level for bulls) → $2,520
Support below: $2,355–$2,380 (100-day EMA) → $2,320–$2,350 → $2,200–$2,300 (demand zone)
Trading strategy
Short-term traders:
If volume-backed consolidation, a hammer, or an engulfing signal appears around $2,350–$2,380, go long with a small position, target $2,420–$2,450, stop below $2,350, and aim for a risk/reward ratio above 1.5.
If a bounce to $2,440–$2,480 meets resistance (especially at the EMAs), go short with a small position, target a retest of $2,350–$2,380, and stop above $2,500.
Don’t guess the direction in the middle around $2,400. Wait for a high-volume breakout above $2,480 before chasing, or short after a break below $2,320.
Swing traders:
This isn’t the time to take a large directional position. Macro uncertainty and the upgrade delay are weighing on sentiment. Wait for the FOMC decision, a confirmed new upgrade date, or three consecutive days of ETF net inflows before considering adding to your position. The medium-term fundamentals (high staking and institutional accumulation) provide support, but a bullish trend needs a catalyst.
Long-term believers:
The $2,200–$2,300 range is a good area for dollar-cost averaging. With 35.9% of supply locked in staking, the supply-side selling pressure is easing. But don’t expect a V-shaped reversal—it’ll be a slow recovery, not a raging bull market.
ETH right now is like October 2023—
Everyone was saying, “ETH is trash; it can’t outperform BTC,” ETFs hadn’t arrived, there was no sign of an upgrade, and the price was flat.
And then?
Six months later, the ETFs were approved, and ETH shot straight from $2,000 to $4,000.
In a bear market, the three most expensive words aren’t “I sold at a loss,” but “wait for the upgrade.” Because the upgrade will come, but your principal might not survive the wait.#GateWCTCS9全球交易赛 #BTC跌破81000美元 #美股科技股集体大跌 $BTC $ETH $SOL

AI demand will remain strong over the next few years!
How many advanced chips, memory chips, and the supporting power and equipment can the world actually produce in a year? This is a supply-constrained industry, not a demand-constrained one. Once you understand that, a lot of market moves become less worrying.
This week, $Meta ’s share issuance spooked the market, and $SPCX ’s bond yield shot up to 8.3%. Everywhere you look, people are talking about an AI financing and credit crisis. My view is that these are capital allocation issues, not demand issues. The shortfall is right there, and money will always find its way to the highest-return opportunities. There are plenty of options: sovereign wealth funds, bond issuance, private funding rounds.
Bloom $BE Energy’s revenue doubled, and its margins kept climbing. Power has become a new bottleneck, showing that capital is still pouring into the choke points: compute, storage, and power.
Of course, the cycle will ultimately end in overcapacity. New capacity probably won’t start coming online until around 2028. Until then, every bit of scarcity means pricing power. We’ll deal with what comes after when it gets here!

BTC at $81,700—are you still holding on?
Three days ago, ETFs poured in $1 billion and everyone was shouting, “The bull is back!” Then yesterday, $635 million flowed out in a single day, longs worth $450 million were liquidated, and the Nasdaq plunged 2.6%. From 84.5k down to 81.7k—was this the bull turning back to pick people up, or the bear market arriving early?
First, the surface view: it fell, but didn’t collapse.
BTC pulled back from its October 21 high of 84.5k–85k, dropping 3%+ on October 22 and briefly touching around 80,800. It’s now ranging around 81,700. The Fear & Greed Index fell straight from “Greed” to “Neutral” at 50. Liquidations over 24 hours totaled $400–450 million, all longs. Trading volume rose on the down day—the selling pressure is real, not a fakeout.
First thing: ETFs gave you a piece of candy for three days, then moved the entire candy factory in a day
From October 19–21, spot BTC ETFs saw net inflows for three consecutive days, totaling more than $1 billion. BlackRock’s IBIT and Fidelity’s FBTC led the buying. The market was cheering: “Institutions are back!”
Then on October 22, there were $635.6 million in net outflows in a single day. IBIT saw $254 million flow out, and FBTC $217 million. Most of what came in over three days was gone in one.
In plain English:
Institutions aren’t “long-term holders”; they “go with whatever’s on the menu.” The Nasdaq fell 2.6%, concerns over AI capital spending intensified, and as soon as risk appetite shrank, ETFs changed their tune.
You thought institutions were carrying you, but they were just passing by—and happened to dismantle your sedan chair for firewood.
Second thing: the macro backdrop is the real knife; the FOMC is just the handle
September CPI was 3.7% year over year, with core CPI at 2.6%; energy prices were the main driver. High oil prices + geopolitical tensions have brought back the “higher for longer” narrative.
The 10-year Treasury yield is above 5.1%, and real interest rates are squeezing risk assets. The Fed’s rate is 3.75%–4.00%; it just raised rates by 25bp in September, and the FOMC will most likely hold steady on October 27–28—but the market isn’t afraid of no move this time; it’s afraid of another cut in December.
The Nasdaq fell 2.6% on Thursday, and Asian stocks followed. BTC is highly correlated with tech stocks; when tech stocks get repriced lower, BTC follows.
BTC isn’t “digital gold” right now; it’s a “high-beta tech stock.” When U.S. stocks sneeze, BTC gets a fever.
Bull markets die from rate hikes, not bad news. Bad news can be absorbed, but until the rate-hike cycle ends, every rally is a chance to escape.
Third thing: a leverage washout is healthy, but a bottom hasn’t been confirmed yet
Liquidations over 24 hours totaled $450 million, mostly longs. Funding rates are still positive but have fallen from their highs—the market is becoming less crowded, which is good. Liquidations aren’t a disaster; the market is “detoxing.”
On-chain data: circulating supply of 20.1M BTC, market cap of $1.6 trillion, dominance of 59%+. Cumulative ETF net inflows remain substantially positive historically, and the long-term institutional allocation thesis is intact. Switzerland’s spot BTC ETF has been approved (trading begins in November), and Saylor is still calling for a long-term rally.
But they’re not in control of short-term pricing.
Short-term pricing is driven by: the Nasdaq, oil prices, daily ETF flows, and the FOMC dot plot.
The long-term narrative is faith; short-term prices are emotion. If you hold a position on faith, emotion will bury you.
Bulls vs. bears—you decide
On one side:
81,000–81,700 is a heavy-volume support zone, with buy orders stacked up
After the liquidations, leverage crowding is lower, easing resistance to a rebound
Cumulative historical ETF net inflows are still positive; the long-term thesis is intact
Swiss ETF approval is a new catalyst for November
On the other:
$635 million in ETF outflows in a single day; institutions are pulling back in the short term
The Nasdaq fell 2.6%; risk appetite is contracting
CPI at 3.7%, with December rate-hike expectations hanging over the market
Heavy resistance at the previous 84k–85k highs is limiting the room for a rebound
Key levels
Resistance above: 82,000–82,500 (first hurdle) → 84,000–84,500 (previous high) → 85,000 (strong resistance)
Support below: 80,800–81,000 (recent low) → 80,000 (psychological level) → 78,000–79,000 (breakdown target)
Trading strategy
Short-term traders:
Wait for volume to pick up around 81,000 and for the price to stabilize and reclaim 82,000 before going long with a small position; stop-loss below 80,000, target 84k–85k.
If it decisively breaks below 81,000 and the close confirms it, reduce your position or go short, targeting 80k or even 78k. Don’t hold and hope, don’t average down, don’t fantasize.
Swing traders:
Buy in batches in the 80,500–81,000 range, keep your total position below 30%, and hold cash for 78k. Volatility will increase around the FOMC (October 28); wait for the data before acting—don’t bet ahead of time.
Long-term BTC accumulators:
Below 80k, add once for every $1,000 drop, but don’t spend it all at once. A true bottom doesn’t form in a day. A signal to add to a medium-term position is when ETFs return to consecutive net inflows and inflation expectations cool.
BTC right now is like November 2022—
FTX collapsed, BTC plunged to 15,500, and everyone shouted, “Crypto is dead.”
A year later, 40,000+.
I’m not saying this is the bottom.
I’m saying:
Real big money is always made by buying in batches “when everyone is afraid,” not by chasing in “when everyone is calling for the bull to return.”#GateWCTCS9全球交易赛 #BTC跌破81000美元 #美股科技股集体大跌 ￥$BTC $ETH $SOL

$BTC broke below the flag pattern and a major support zone. Now the price is retesting that same area, and the next move matters.
This zone could decide whether Bitcoin recovers or faces another leg down.
Even if BTC closes back above it, I’m not calling it a confirmed recovery just yet. I want to see higher-timeframe candles close and confirm the move.
No rush, no blind entries. Let the chart show its hand before making a decision.

Altcoin market cap faces a critical support test.
ALTS MCAP was rejected at resistance as oil surged above $100, raising the risk of further volatility.
Key support levels to watch:

$214B

$200B

$188B
With US midterm elections approaching, expect sharp market swings.
Avoid excessive leverage and consider DCA into quality altcoins rather than chasing pumps.
#Altcoins

AI’s demand for computing power already exceeds the chip industry’s maximum production capacity by 40%–50%. This means AI isn’t just short a few GPUs—the entire chip supply chain needs to ramp up production as fast as possible.
In the coming years, demand for computing power will continue to push the industry to address critical bottlenecks!

BIT AM has secured FINMA approval in Switzerland to list Europe's first genuine spot Bitcoin ETF on the SIX Exchange (ticker BBIT), with trading set to begin in November.
Honestly, this is much more interesting than the ETPs Europe had before.
ETPs were everywhere in Europe before, looking like ETFs but actually being debt securities. If the issuer went bankrupt, you'd be out of luck. BIT has now plugged that gap, creating proper segregation of fund assets and opening it up to retail investors.
But my first reaction was: it's actually BIT (the ecosystem under Matrixport) that secured this, and its predecessor was even the asset management entity Crypto Finance. Chinese players really do have a much better instinct for compliant trading and repackaging licenses than those slow-moving traditional private banks in Europe.
Europe's traditional old money has long been envious of IBIT attracting capital in the US, but has been constrained by regulations and product structures that made it difficult to jump in directly. Now the on-ramp leads straight to the door of Swiss bank accounts.
Most people are still talking about net inflows into US-listed ETFs, but once the pipeline opens, the safe-haven funds held in Swiss private banks across Europe could flow much faster than people expect.
#Bitcoin #ETF #Crypto

Has the AI myth completely collapsed? A look at the make-or-break moment for U.S. stocks: once they fall below moving averages, it’s all pitfalls!
1. Nvidia $NVDA
The AI trade is cooling off, and semiconductor stocks are broadly under pressure. Even if long-term AI demand remains intact, the question now is whether capital will flow back into semiconductors.
2. Apple $AAPL
While tech giants are broadly weakening, Apple has held up relatively well, suggesting the market is looking for more defensive tech assets.
3. Google $GOOGL
Google has fallen below its 200-day moving average, a technical signal worth watching. Even if it rebounds, the 200-day moving average could turn from support into resistance.
4. Amazon $AMZN
Amazon shares are weakening. Even if they rebound, watch to see whether the move can last, whether trading volume is healthy, and whether the stock can reclaim key moving averages.
5. Microsoft $MSFT
As investors reassess tech stock valuations, even high-quality companies may see their shares trimmed. The near-term focus is on whether the trend can recover.
6. Meta $META
Short-term momentum is weak, and the price has fallen below its short-term moving averages. It remains near or slightly above the 200-day moving average around 632–645, so the medium- to long-term structure is not completely broken. The recent decline has come with higher volume, signaling heavy selling pressure. In the near term, watch for signs that the stock can find a floor and stabilize.
7. TSMC $TSM
Even an industry bellwether like TSMC has been unable to escape short-term selling pressure across the semiconductor sector. This shows that market trading is no longer focused solely on earnings.
8. Tesla $TSLA
The key thing to watch this time is that the stock weakened after rebounding to around its 200-day moving average, then continued to fall. If it keeps weakening and moves toward the 50-day moving average, bears may have more room to run.
9. Nasdaq 100 $QQQ
The rebound turned back down as soon as it touched the 50-day moving average, and distribution days are piling up in the market, signaling accumulating selling pressure. Even if there’s a short-term rebound, that doesn’t mean the trend has reversed. The key is whether the index can reclaim its major moving averages; otherwise, the rebound may just give trapped investors a chance to get out.
10. Tech sector $XLK
The AI trade and tech stocks are facing a clear wave of capital outflows. The tech sector’s weighting in the S&P 500 has also fallen from about 40% to around 37.5%.
11. Micron $MU
It’s still too early to buy the dip in memory stocks. A drop this steep in a single day shows that investors are rushing for the exits. Don’t try to catch a falling knife unless the stock starts strengthening again.
12. SanDisk $SNDK
Selling pressure in the memory sector is continuing. SanDisk fell $154 in a single day, putting pressure on the entire memory supply chain. The key now is whether the stock can find a floor and stabilize.
13. Western Digital $WDC
The earnings report failed to lift the memory sector and instead heightened market concerns. Memory stocks are now trading on more than just earnings; the market is also repricing future expectations.
14. KLA $KLAC
Semiconductor equipment stocks are also getting hit, showing that this correction is not just about one company. Capital is moving out of the entire semiconductor supply chain. Until the sector’s trend recovers, be cautious about buying the dip in equipment stocks.
15. Nebius $NBIS
No matter how compelling the story of a new cloud provider may be, it can’t stop the stock from falling. The market is now reassessing these companies’ capital expenditures, financing costs, and profitability. As long as the stock remains below its 200-day moving average, respect the trend.
16. CoreWeave $CRWV
Whether it can rebound depends on whether the stock can first stop falling—not on how many people keep talking up the AI compute shortage.
17. IREN $IREN
Even with strong demand for AI computing power, a stock can remain under pressure if the market is lowering its valuations for high-growth companies with high capital expenditures.
18. Moderna $MRNA
The stock plunged more than 25% in a single day. After detailed Phase 3 data were released, investors took profits on the positive news—a typical pattern for a news-driven stock, which can be highly volatile.
19. SpaceX $SPCX
Don’t buy on the first day of a post-earnings gap-up; first watch how the market digests the news. Once it did, the stock plunged. In the current environment, don’t blindly chase strong stocks. Wait for the price to stabilize and confirm support on a pullback before considering a trade.
The trend is brutally proving everyone wrong!

$SUI shows strong bullish momentum on the 15-minute chart, pushing up from the 0.9686 local low toward 0.9999.
Trading around 0.9964 with a 2.51% gain today, buyers are actively attempting a breakout to reclaim the key 1.00 psychological resistance.
Increased volume spikes confirm solid buying interest as price trends above recent support levels.
A clear hold above 1.00 could unleash further upside potential, while any minor consolidation near resistance allows structure to reset.
Traders should monitor volume confirmation closely for a sustained move higher as momentum continues to build strongly on lower timeframes
#BTCDropsBelow81000 #SpotGoldFallsBelow$4000

Xianyu may be cheap, but there are way too many risks: items that don’t match their descriptions, scam middlemen, counterfeits, fake listings designed to lure you elsewhere, phishing links, disputes over getting your money back, and all kinds of other traps. Plus, there’s no after-sales support.
And comparing prices across different sellers, communicating with them, and haggling takes a lot of effort.
From what I’ve seen, buying directly from Sam’s Club is the easiest and best-value option. Its unit prices are unbeatable—second only to the rock-bottom pricing from top livestreamers or Pinduoduo’s 10-billion-yuan subsidy program—and the lowest across all e-commerce platforms.
Justin Sun has over $10 billion in assets. Surely he wouldn’t buy on Xianyu just to save a few bucks, right? At most, it’s one way for him to get a sense of the secondhand market.

Top-tier VC a16z Crypto officially rebrands as a16z Frontier! Has blockchain ultimately become a relic of the past? 💧
Going all in on AI and robotics! Investment focus: AI, robotics, autonomous machines, new human-machine networks, and full-stack companies that integrate hardware and software.
AI is the biggest narrative right now. Sorry, blockchain—you’ll have to step aside.

So determined to go long $SOXL ? One address went long SOXL twice and was liquidated twice within four hours, from last night to early this morning. But it still didn’t stop and continued opening long positions.
◎ At 11 p.m. last night, it opened a $5.42 million long position in SOXL and was liquidated less than a minute later, losing $316,000;
◎ At 1 a.m. this morning, it again opened a $4.97 million long position in SOXL and was liquidated two hours later, losing $270,000;
◎ The second liquidation was only 2

This is very fitting: trading 3x leveraged ETF products with 20x leverage through perpetual contracts is the greatest invention of this century😂

Why is gold dropping so hard?
Aren't they about to go to war?
A multinational military exercise on this huge a scale,
and I'm fucking stuck holding the bag again 😂😂😂

Why, as the US-Iran conflict escalates, has BTC instead fallen below $82k?
More than 90% of the positions liquidated in the past 24 hours were longs.
100k people, $441 million, wiped out in one sweep. Bitcoin plunged from $84.8k to $81k, its biggest drop in two weeks. Gold is falling too. Spot gold in London fell below $4,100, hitting an intraday low of $4,005.
By the old playbook, if the US and Iran are heading for war, you should buy gold and BTC. Instead, the two “safe-haven assets” are holding hands on the way down.
The US and Israel are drawing up plans to strike Iran after the midterm elections. Trump says “we won’t strike before the election,” but the military is updating its plans and deploying more ships. The market isn’t stupid; it’s pricing this in early.
The problem is that war expectations are driving up oil prices, not gold. Brent crude briefly topped $112.
For every dollar oil prices rise, inflation expectations climb another notch. Rising inflation expectations mean the rate-hike narrative keeps a firm grip on all risk assets—including BTC and gold. An analyst at Shenwan Futures said tensions in the Middle East are pushing up oil prices, heightening inflation risks and rate-hike expectations, and weighing on non-yielding assets such as gold.
In plain English: the market isn’t trading “war is coming,” but rather “the inflation caused by war will give the Fed even less reason to let up.”
That’s why BTC’s role has changed.
It is no longer “digital gold.” In this pricing framework, it’s a high-beta risk asset, in the same boat as Nasdaq tech stocks. That day, Nasdaq 100 futures fell 1.7%, Tesla dropped 5%, and semiconductor stocks broadly declined. BTC followed more closely than anything else.
When war becomes a catalyst for rate hikes, BTC bulls become hostages in a geopolitical standoff.
That same day, the yield on French 10-year government bonds surpassed US Treasury yields for the first time in 13 years, touching 5.15% intraday. France’s public debt stands at €3.6 trillion, its deficit ratio is 5.4%, and unrest is escalating.
As capital flees risk assets, it is also fleeing the fiat credibility of heavily indebted countries. This is a deeper signal: global fiscal fractures are widening, and there is no truly “safe asset” for the market to hide in.
Glassnode’s on-chain data points to a range of $80k to $87k. Around $80k, ETFs and corporate treasuries provide cost-basis support, but the scale is smaller than at the peak. Yi Lihua believes the bull market trend remains intact and that prices will rebound quickly after bottoming; Killa’s analysis of historical midterm-election cycles found that in 2018, the bottom came 40–44 days after the election, suggesting this time the low could be above $80k.
These assessments may all be right. But before the Fed’s October 28 decision and the direction of oil prices become clear, any “buying the dip” is a bet on a variable you can’t control.
Gold and BTC falling at the same time doesn’t mean the market has gone crazy. The market is telling you in the clearest possible terms: in the face of inflation, there are no safe-haven assets, only victims being repriced.
The war hasn’t started, but your positions have already been wiped out.#GateWCTCS9全球交易赛 #BTC跌破81000美元 #美股科技股集体大跌 $BTC $ETH $SOL

Grandma Going Down the Stairs $DNA The price has already fallen to 0.19. Is there still a chance for those holding at 0.25 to bounce back?
Since I chose to put my money on the line, I can accept the ups and downs. But I can’t pretend the issues that need reviewing aren’t there.
Recently, $DNA has faced one controversy after another, with questions raised about inflated metrics, gas addresses with common funding sources, and more. Of 991 sampled addresses, 935 could be traced to BNB sources, and 546 were grouped into 69 clusters with common funding sources.
A shared funding source alone isn’t enough to conclude that insider trading took place. But combined with questions about when tokens were received, transfers between tokens, and batch delegations, these concerns deserve a direct response from the project team.
More frightening than a falling price is the lack of transparency around token holdings and the continued erosion of the community’s trust.
Looking at StandX, if the airdrop was just a pretext to attract users, only for the community to bear the cost of a lack of transparency in the end, how should users’ time and trust be accounted for?
Whether I can break even is one thing. What concerns me more right now is whether the project team can clearly address these issues.

Zuckerberg’s most dangerous moment: Cash is running out! $META The money Meta is making now can’t keep up with the pace of AI.
Net profit this quarter was 9.86 billion, but capital expenditures alone totaled 34.9 billion, not including day-to-day operating expenses. The company has 80.9 billion dollars in long-term debt, while its cash and marketable securities total 82.4 billion dollars.
More importantly, Meta has raised its full-year 2026 capital expenditure forecast from 135 billion to 145 billion.
Data centers, chips, networking equipment, electricity, computing power—every one of them costs big money.
Meta earns 60 billion a year in net profit from its advertising business, but now it wants to invest over 100 billion in building AI. If it doesn’t, it could lose its share of the advertising pie to $OpenAI, $Anthropic .
In the future, we’ll all use $SPCX ’s Grokbot to get recommendations and place orders. Who will still look at Facebook ads?
There’s no choice. Behind all this massive spending, Meta has to make Muse work, or it’ll be pushed out of the Magnificent Seven. It’s success or bust!