Anthropic is a mirror reflecting the element of “choice” in OpenAI’s losses

Looking only at OpenAI’s losses, it’s easy to conclude that “model companies just burn money.” But Anthropic’s Q3 figures call that conclusion into question.

Anthropic’s Q3 revenue was nearly $17 billion, up 47% quarter over quarter and 70% higher than OpenAI’s; its operating loss was only $567 million, mainly due to short-term compute purchases and a one-time $2 billion employee charitable matching contribution. OpenAI lost $10.9 billion in the same period. The revenue gap was 70%, while the loss gap was nearly 20-f

$ZCSH That was a brutal stab. The market maker is clearly skilled: before dawn, they put up fake buy orders to prop the price up to 31.79, waited for momentum buyers to come in, then turned around and smashed it below 26. The 24-hour low was 25.63, down 17.7%, with 1.7M in trading volume— not much, which means this wasn’t real distribution but a shakeout of weak hands. The order book is now thin around 25.9, with selling pressure concentrated at 26.3—a classic price-suppression-and-accumulation setup. My approach: scale in between 25.5 and 25.8, with a 20% position; stop-loss at 24.9; first ta

The first person to copy my trade has made their first trade!!!

🚨 JUST IN: Global central banks purchased a massive 321 TONNES of GOLD in Q3 2026, marking their LARGEST quarterly purchase since Q4 2024! 📈

$ALAB did we buy the bottom again at 60% discount=
yes we did. took 4 months to get the entry #alab

US stocks open higher, Nasdaq up more than 1.5%

On November 11, US stocks opened higher, with the Dow up 0.2%, the S&P 500 up 0.9%, and the Nasdaq up 1.56%. CoreWeave (CRWV.O) surged 14.5% after reporting earnings that beat expectations. Nvidia (NVDA.O) rebounded 2.6% today after closing lower for two consecutive days. Chip stocks broadly rose, with SK hynix (SKHY.O) up 7.6%, Broadcom (AVGO.O) up 5.8%, and TSMC (TSM.N) up 4.3%.#美国10月CPI全面超预期 $BTC ‌

SNDK | Long at 800, 1000 target achieved!

The long thesis I shared near 800 earlier has remained unchanged.

At the time, I expected prices to return to a normal range. The fundamentals for the storage sector were still intact, so there was no need to change direction lightly over a short-term pullback.

The storage sector has strengthened again over the past couple of days, and SNDK broke above 1000 today.

The target set earlier has been reached step by step.

But I’ll say it again: being right about the direction doesn’t mean you can keep getting greedy from here.

Take profits gradually w

“When mountains and rivers seem to leave no way forward, a path through willow shade and blossoms is not yet assured.”

In today’s BTC setup, the first take-profit has been safely banked. The remaining position can simply wait for the second take-profit to be reached.

Friends often ask: Brother Lan has always been bullish, so why flip short now?

In my view, the broader market does show early signs of a bull run, but the early stages are the most grueling, and it is hard to identify the bottom. The market is trending down amid volatility, and rebounds are weak and powerless. As the old saying

The Dutch government is falling apart over the new wealth tax proposals!
The left-leaning parties in the coalition just struck a deal with left-wing PRO & Volt to cut out right-leaning VVD from the discussions, raising taxes on the wealthy - attempting to secure the majority they need to pass their ridiculous unrealised gains tax on crypto and metals by shifting further to the left.
This comes shortly after the advisory branch of the Dutch Supreme Court took a steaming shit on the idea, raising a bunch of red flags about unequal treatment of wealth. Under the proposed system, a crypto or metal

According to Bitcoin.com News, Deutsche Bank has expanded the scope of its license to provide digital asset custody services to the European Economic Area through the legal passporting mechanism. The service supports Bitcoin, Ethereum, and three stablecoins—USDC, EURC, and EURAU—and is available only to institutional clients, including corporations, hedge funds, asset managers, brokers, custodians, and sovereign entities. Clients can access the service through Deutsche Bank’s Autobahn and Corporate Bank portals, with online or offline storage options.

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$UNI Is it time to buy the dip? My answer: don’t chase the drop or try to guess the bottom; wait for confirmation of the structure before acting.
$UNI Current price: 6.537, down 3.65% in 24h. MA5=6.4826 remains below MA20=6.5737, so the mid-term moving average resistance remains intact; RSI=44.4 is in neutral-to-weak territory. Although the MACD histogram is +0.00645, indicating bullish momentum, the price has not moved above MA20, making this a weak rebound rather than a reversal. Bollinger Bands [6.335, 6.8124]; the range across 30 candles is about 12.53%, indicating high volatility and lit

𝐒𝐓𝐎𝐏..... 𝐒𝐓𝐎𝐏..... 𝐒𝐓𝐎𝐏 🚨$XAU Gold is approaching the cycle bottom. Gold has pulled back nearly 35% from its peak, but I don't think the cycle bottom has fully formed yet. I expect the price to dip once more, possibly back to around $3,650-$3,700. Here is my outlook for the next phase: $4,659 - first important upside target; $3,650-$3,700 - possible final low of this cycle; above $5,600 - next macro all-time high target after the reversal. I don't think this means the start of a long-term bear market. Before gold begins its next major rally, I think the remaining downside could

$ETH is getting crushed, and suddenly Ethereum's biggest names are busy defending its monetary value.
1️⃣ November 8: Vitalik Buterin (@VitalikButerin) argues ETH should be valued as a Store of Value, not just a fee-burning asset.
2️⃣ November 11: Joseph Lubin (@ethereumJoseph) reinforces the long-term Ethereum thesis.
Here's the uncomfortable Question:
If @Ethereum's fundamentals are so strong, why does its leadership need to work this hard to convince the market?
Narratives don't create demand. The market ultimately decides what ETH is worth.
PROVE IT WITH ADOPTION, NOT JUST WORDS.

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Why isn’t $CRWV stock taking off despite the AI boom?
The company is growing rapidly, but building data centers, buying NVIDIA chips, and taking on debt are costing it billions.
And here’s an important point: the market isn’t just about profits—it’s also about investor sentiment!
Look at $MSFT and $META: their ups and downs and volatility wore out many investors, followed by a gradual rise.

This post reached me through Creator Wire, one of the rails in this story.
In Q3, @turtledotxyz named its first two outside businesses on its tools: Hare by GSR and Lunar Strategy.
That is demand you can point to, not just a revenue line.
➙

Pile of coins or one rare JPEG, anon? Pick one and defend it. My cat already stared down the coins. NFA.