A look back at our @Sibos 2026 dinner in Miami.
During Sibos, Kaiko co-hosted an intimate dinner with @ledger_business and @chainalysis joined by @FrancisSuarez. The evening brought together leaders across banking, custody, and digital asset infrastructure.
Thank you to everyone who joined us for the evening.

Everyone's calling it "crypto spring" 🌸
$ETH crowd FOMO SURGING... ETF holders sold 10 straight days, $780M+ out
Still can't hold $2,550
Liquidity sits lower. That's why the Caution Flag is flying 🚩
Bullish days are coming. Gotta clear the liquidity first

BREAKING:
The odds of a Fed rate hike have hit 51.5%
Trump made Warsh the Fed chair for rate cuts and he's doing the exact opposite

🔥 What are we talking about today? Trending topics on Gate Square have been updated!
🔹 U.S. September CPI will be released tonight. Will inflation data once again change the trading rhythm of $BTC and U.S. stocks?
🔹 Gate’s derivatives market share has risen to 10.1%, with the largest increase globally in September. Can this growth continue?
🔹 ASML and TSMC’s Q3 earnings reports are coming in succession. Will the semiconductor supply chain usher in a new round of repricing?
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💰 Have an opinion? Come join the discus

Game-theory data, don’t miss the gold

Liquidity matters more than the headline.
When BTC moves, I ask one question before anything else: is real money coming in, or is leverage doing the work?
My quick check:
Spot volume vs futures volume
Open interest direction
Funding rate, to see how crowded the trade is
If open interest jumps while spot stays flat, the move can be fragile. If spot and open interest rise together, the case gets stronger.
One caution: a single day of data proves little. I compare the same time window across all three.
What do you check first when a headline says “BTC breaks out”?
‍#新星启航 #WCTCS9
#新星启航
‍#Shar

AI agents can be deployed in hours. The infrastructure powering them can take years to build.
I think this imbalance is creating a new investment opportunity in crypto: tokenized compute.
We've spent years investing in AI models, applications and agent tokens.
But there's another side of the market worth examining.
Every AI model needs processing power. Every active agent consumes inference, memory and computing resources.
And unlike software, physical compute capacity cannot scale overnight.
New GPUs require capital. Data centers need electricity, cooling, networking and grid connections.
Som

CPI beats expectations, CPI beats expectations, CPI beats expectations—important things must be said three times! U.S. September CPI rose 3.70% year over year, compared with an expected increase of 3.60% and a previous increase of 3.40%. After the September CPI data was released, traders increased their bets on a Federal Reserve rate hike in October; the U.S. Dollar Index rose nearly 40 points; the three major U.S. stock index futures plunged and turned lower, with Nasdaq futures down 0.5%; spot gold fell nearly 1%, while spot silver fell nearly 2%. Spot gold briefly dropped nearly $40 and is

$LIT needs this, or we looking for 2.70 - 2.50 for the next solid base

Last night’s market action played out perfectly according to the script. Personal suggestion, for reference only.

The shorting thesis played out—the perfect pullback delivered!
BTC continued to face pressure around 83800 today, then repeatedly formed wicks without breaking through, providing 1900 points of pullback room near resistance🔥
I always have only one thing to say: when you're headed in the right direction, you achieve twice the results with half the effort; when you're headed in the wrong direction, your efforts are wasted. Follow the right person to do the right things!
$BTC #Gate衍生品份额增幅全球第一

solana:6x4Z2dr5DgHUBCKvta8T8GNsFTxJhsBZxNrycWQ8pump is another money 💵 printer 🖨️
Watch the 1 second mark for dumps throw in and it pumps right back up
6x4Z2dr5DgHUBCKvta8T8GNsFTxJhsBZxNrycWQ8pump
#crypto $sol

Pre-market analysis of U.S. stocks: a tale of two extremes, with storage stocks pulling back again while computing-power giants remain resilient against the trend.
As of now, the U.S. stock pre-market session is showing typical sector divergence, with storage stocks coming under renewed selling pressure while AI computing power remains in positive territory. Capital is rotating within the technology sector.
From the market action, storage remains at the core of the pullback. SK hynix is down nearly 3% amid heavy selling, $SNDK has also plunged, and Micron is holding up slightly better. The th

I think the Doubao phone is exactly what phones should look like in the future. Unfortunately, this is a future that the Chinese internet will never get to see.
Today I saw the latest list released by Doubao Phone Assistant: 153 apps explicitly refuse to allow AI Agents to perform automated screen operations. 、 、 Taobao, Alipay, Meituan, Pinduoduo, Xiaohongshu, and even DeepSeek and Kimi are all on it.
I’ve actually been quite optimistic about the Doubao phone all along. Over the past decade or so, the development of smartphones has revolved almost entirely around apps. We spend huge amounts o

$WAL When selecting coins, especially when chasing pumps, the first thing we need to look at is trading volume. Volume drives price; if there is no volume behind the trading, don’t enter.
For example, this coin had very little volume during its first rally. If you entered at this point, could you make money? Yes, but it would be very frustrating. So when we trade, we first wait for a surge in volume that can break through a previous high on the left. At that point, you can try entering with a portion of your position. Even if it pulls back a bit, because it rallied on heavy volume, it will gen

Going long blindly? Are you scared yet? I've been shorting into strength both yesterday and today! $BTC

Shorts tonight, CPI data bearish! It plunged $40 straight down! Have you caught the bottom, friends? $XAUT

Bitcoin keeps shrugging off bad news. Last week spot ETFs bled $681M — worst week in four months — and BTC still walked into today around $83.5k, back above the 20-day EMA and holding the $82.3k breakout shelf from the Oct 8 washout.
Now the tape flipped: yesterday's +$175M was October's second-biggest inflow day, Fidelity leading with $103M. The map is simple: $84k is the first ceiling, $87k is the real test, $80k–$81.5k is the floor — that's the ETF cost basis zone, and whales have reportedly started buying again after a year of selling. CPI prints today, which could rewrite all this by aft