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The article “The Enemy of Model Companies Is Not Another Stronger Model,” which was previously posted on Substack
Bringing you a “the wool comes from the pigs” capital story from the perspective of how Japanese anime has developed—if you’re interested, you can go take a look.
“The truly dangerous competitor is a company that doesn’t need to make money from models at all. It can subsidize models with ads, subsidize models with cloud computing, subsidize models with enterprise software, and it can even give models away for free—just to retain customers and the ecosystem.
It doesn’t need to
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After trading for a long time, I’ve found that the hardest part isn’t spotting opportunities, but waiting for opportunities to truly mature. When the market is under pressure at high levels, many people hesitate after seeing a single rebound, but what I care more about is whether the rebound has sustained strength.

Around 0.13466, I chose to go long, because multiple attempts to push higher didn’t break through, and sell pressure gradually became more obvious. This level isn’t suitable for blindly chasing a rise; waiting until the rhythm weakens and then executing is more in line with my tra
BTC1.54%
ETH2.05%
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JUST IN: Solana Breakpoint 2026 speakers announced; Anatoly Yakovenko confirmed for London Nov 15-17.
SOL0.99%
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$HK50 After thinking about it for so long, a pullback is normal.
HK500.81%
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JUST IN: MicroStrategy says its Bitcoin reserves have delivered a 42% annualized return since Aug 2020, while unrealized losses sit around $11.4B on roughly 844k BTC. If the math holds, it highlights the volatility of HODL-on-BTC strategies. $BTC
BTC1.51%
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What do we think about this engagement ratio?
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Is it to the point where it’s like this now? Bank workers’ daily wage is 35 yuan.
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I was originally going to follow my relatives’ plan to get onboard as a sailor, but after seeing this scene I didn’t dare to go.
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$AKE & $BANK are both crashing badly!
Almost every second person has lost a huge amount of money in this.
Remember, $AKE will crash even harder from here—and it will be a brutal crash. But before that, it will likely liquidate short positions once again, and then continue crashing.
These scam coins are designed to hunt liquidity on both sides, liquidating both long and short positions.
AKE-20.18%
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$BOT Signal | Negative funding consolidates without release, 1H Bollinger edge sniping
$BOT The Bollinger upper band at 30.11 almost perfectly overlaps with the current price 30.18. The funding rate has stayed negative at -0.094% without reverting, and OI is trading sideways without shrinking. On the 4H, the MACD bullish histogram is expanding, but on the 1H the MACD histogram is narrowing; bulls and bears are locked in a tug-of-war. The order book depth ratio is 0.89; sell orders are slightly thicker, but bids haven’t retreated. Negative funding plus a hard price floor—this structure often
BOT15.24%
USD10.05%
BTC1.51%
ETH2.01%
SOL0.99%
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FenerliBaba:
2026 GOGOGO 👊
July 29: Fed interest-rate decision—Bitcoin’s ultimate test, with 65,500 as the key pressure point $ETH
ETH2.05%
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GateUser-07bfbdb1:
Just tried the prediction markets here and the experience is smooth. Low entry, fast settlement in USDT, and the esports markets are actually useful. Looking forward to more volume and better odds. Let’s keep growing this community!
US pre-market chips slide: SK Hynix -1.9%, Micron -1.6%, SanDisk -2.3%, NVIDIA -0.3% per BIT data. Market tilt favors risk-off in semis. $NVDA $MU $SNDK $SKHY
SKHY-9.12%
MU-8.91%
NVDA0.99%
SNDK-14.78%
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🤜🗯️ Does PI need the CLARITY Act to pass? 🙄
The answer is YES and NO 🤔🤨
👍 1️⃣ YES
From the perspective of the U.S. market:
The CLARITY Act could create a clearer legal framework for U.S. digital assets. If it passes, exchanges, investment funds, and companies will gain more transparency and confidence when participating in the crypto market.
For Pi Network, this could be a positive factor. Over the years, Pi has been focused on building its foundation, including elements like KYC/KYB, aimed at strengthening user and enterprise verification, as well as blockchain technology upgrades such
PI4.91%
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PieAndLove:
Get on board now! 🚗
U.S.–Iran ceasefire collapses again! Oil prices surge, U.S. stocks close mixed, while the storage se
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This is the right way to open up midsummer, after all 🙂🙂🙂
#MeetBeautifulMoments
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#晒出我的合约收益 #SNDK
In a 4-hour down channel, the lower edge caught a bottom once—also a good bottom-buy for the move up. 😋
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At around midnight last night, the subscription long position was pushed to break even.
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FenerliBaba:
LFG 🔥
The market’s overall expectation is that the US-Iran conflict is unlikely to be quickly resolved in the short term, and the probability of an effective ceasefire before the end of July is low; as time passes, the mainstream expectation among funds is that an effective ceasefire will be reached in mid to late August. Expectations for geopolitical de-escalation continue to rise, and the trading pricing for a near-term escalation into large-scale conflict has cooled significantly.
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熊猫二号
0/50
30D Return %
+0.14%
+1.30 USDT
30D P/L Ratio
0.52
AUM
$0
30D Win Rate
63.38%
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CMFC
43% FROM THE N2.9/SHARE LOW
MECURE WILL FOLLOW SUIT
#NFA
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(New Streamer)Market Update
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