Tonight’s earnings report is, at its core, a stress test of “narrative credibility”
Guys, after writing five articles, I want to distill the question down to one point.
Tesla’s market cap is currently around $1.4 trillion, corresponding to a trailing P/E of 368. A car company trading at 368 times earnings means the market isn’t pricing in “how much this company will earn this year,” but rather “this company’s automotive business will eventually become irrelevant, and its AI and robotics businesses will take over everything.” This is the core narrative behind Tesla’s valuation.‌
But there’s a

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https://www.gate.com/zh/profile/比特国王归来
🔥Last Thursday, went long at 2325/79900 and booked profits at 2490/82900 📈Last Friday, went long again at 80800/2405 for another profitable trade 📈On Sunday, entered another long after the wick to 80800/2355 and made a profit 💰Last night, caught the perfect wick and went long at 81200/2375; now at 83300/2470 with unrealized gains‼️#SpaceX第三季度财报

Today was another extremely, extremely smooth day. In the daytime livestream, I guided everyone to short gold at 4146 and ETH at 2414 and told everyone to hold for the long term. Then the gold long at 4120 in the subscription updates was also a huge win,
The BTC long at 81450 was an absolute feast, banking 2,000 points. We went long ETH at 2382 and kept adding to the position all the way up. Short during the day, then reverse to long at night—only two trades needed today. Banked 140 points and added to the position once along the way. Absolutely crushing it. The SOL short at 108.2 for subscrib

After leaving my job, my verification badge was canceled, and I couldn’t pay for Blue V even after switching to two U cards🤡
Now Blue V can’t be gifted by others either!
I urgently found a third-party top-up service
I had to give them my account password
I was so nervous🤡
Thankfully, it worked out and the top-up went through!

🚨 UPDATE: Ethereum staking reaches a NEW ALL-TIME HIGH of 43.8 MILLION $ETH , representing 35.9% of total supply, according to Bitwise.
Despite record staking participation, both staking yields and validator counts are declining.
More than one-third of Ethereum's supply is now staked!

POV: you’ve been holding memecoins for 18 months

$ETH Short around 2448, take profit at 2425–2390, stop loss at 2465. Follow me for precise strategies every day. I share strategies and trades in the livestream every night, helping you capture profits with professional trade analysis.

#UnitreeTechSurges18%
Robotics Revolution Gains Momentum as AI Enters a New Era
The global technology industry is entering a transformative phase, and humanoid robotics is quickly becoming one of its most closely watched sectors. Unitree
Technology’s sharp share-price surge highlights growing investor attention toward artificial intelligence, intelligent machines, and the future of automation.
The latest rally is more than a market headline. It reflects the increasing interest in companies developing robots that can move, interact with their surroundings, and potentially perform useful task

$ACN BIG SEND INCOMING

Ahahahah.
Pavel Durov's telegram wallet.
Beautifully decorated?

$1000PEPE $PEPE
PEPE currently looks very strong. Don't miss the opportunity—it's time to go long! Long strategy. Entry: $0.0044 - $0.0045Take profit: $0.0047 - $0.005 - $0.006 - $0.008Stop loss: $0.00405

$PYTH Continuing to develop in the expected direction, the position looks very solid.
Very satisfied with this. Nice trade. Keeping an eye on these two today: $BT and $ETH .

Robotaxi's “0.2% completion rate”—a galaxy between the narrative and reality
Guys, if you bought Tesla because of the Robotaxi story, the Robotaxi section of this earnings report may require you to recalibrate your expectations.
First, the hardest set of numbers. The Nevada Department of Transportation approved Tesla's Robotaxi operating permit, with a fleet cap of 10 vehicles. How many did Tesla apply for? 5,000. A 0.2% completion rate. This isn't “steady progress”; it's a gap of two orders of magnitude.‌
Then Austin. July data showed about 17 vehicles operating in Austin without safety driv

$BTC Order Flow: Price Sitting in "Billions of Negative Delta" Zone
$BTC /USDT
Direction: SHORT
Entry: 81,651.20
TP1: 81,000.00 0.8%
TP2: 79,732.30 2.4%
TP3: 78,750.00 3.6%
SL: 82,500.00
$BTC ‌

Chart Request Tuesday is here! 🧵
If yours isn't here yet, it's coming, so drop it in this morning's post if you missed it.
As always, X subscribers get first dibs, but I'll get to everyone's if I have time!
Going through your requests as a thread below. 👇

BTC made a textbook pullback and stabilization move today, and the long setup laid out this morning was executed precisely from start to finish.
The medium- and long-term moving averages on the daily chart remain in a bullish alignment. This pullback is a normal retracement within an uptrend, and the overall trend remains intact. The four-hour chart is more important: after price reached the lower Bollinger Band, buyers stepped in noticeably. The 81,100–81,300 range is a previous high-volume area and the key support zone for this rebound. After holding there, selling pressure quickly faded, th