MeArmy

Compute Is No Longer a Moat: When Politics Hits the Brakes on AI
Democrats’ AI regulations are moving from slogans to legislation, tightening rules on energy use, compute procurement, and model audits.
Microsoft’s decision to give up its expansion rights shifts capex uncertainty to policymakers—it would rather build less than make the wrong bet.
IPO valuation logic is being rewritten: from “discounting future compute” back to “pricing current cash flow.”
When the bubble deflates, companies with customers and gross margins will be rediscovered.
Army Outlook:
The key to winning the next round of

BTC Whale Buy Orders Revealed: The Night Before a Rebound or a Signal to Retreat?
Tens of millions of dollars in new buy orders were concentrated around a key support zone this week, making it look like whales are laying the groundwork for a rebound.
But ETFs are still seeing net outflows, and spot demand remains negative, suggesting these positions are more of an early move than a full-scale push.
If the price holds above their cost basis, the rebound will have stronger footing;
if it breaks below, these new buy orders could become a fresh source of selling pressure.
Army Outlook:
Whale order

After the Midterms, AI Stocks Could Once Again Become a Magnet for Capital!

Scott Rubner, head of strategy at Citadel Securities, says investors are viewing the midterm elections as a point for risks to clear.

After November ends, capital may flow back into AI themes, with semiconductors and AI infrastructure potentially outperforming again.

But Griffin also cautioned that AI is almost certainly in a bubble. This return of capital looks more like a repricing after an event has passed than a mindless long-term bull run.

Army Outlook:
The midterm elections look less like the end of the AI ra

Tether (USDT) is betting on AI payments, leading a startup focused on payments for artificial intelligence.
Mural, founded by a former Palantir engineer, raised $15 million in a Series A led by Tether.
It aims to bring fiat currencies, local currencies, and stablecoins into a single account, enabling AI agents to make compliant cross-currency payments.
Stablecoin payments totaled about $400 billion in the first eight months of this year, while cross-border stablecoin flows rose nearly 78% year over year. Machine payments are moving from concept to infrastructure.
Army Outlook:
AI needs payment

After the Midterms, Trump Is Stripping Saudi Arabia’s “New Vision” Back to Reality
Trump has submitted the U.S.-Saudi nuclear deal to Congress for review and insists that Saudi Arabia join the Abraham Accords;
the Houthis have repeatedly attacked Riyadh’s airport and Saudi Aramco facilities, yet he refuses to send in troops directly.
Saudi Arabia’s GDP contracted in the second quarter and oil prices are under pressure, putting both the financing and security foundations of Vision 2030 under strain.
Army Outlook:
Saudi Arabia’s real crisis is not “the collapse of the state,” but that Trump is t

Trump’s “Dividends for Land”: A Political Compromise for AI Infrastructure or a New Game for Capital?

Trump is requiring data centers to generate their own power and pay “dividends” to communities,
trying to overcome bipartisan NIMBY opposition across the country by tying local interests to the projects.
At least 35 applications covering more than 24,000 acres of federal land are currently awaiting approval.
But this essentially shifts the conflict onto businesses:
building their own power plants means higher CAPEX (capital expenditures), while the dividend mechanism turns AI infrastructure f

SpaceX Q3: AI Revenue Surpasses Starlink for the First Time—Is a Tesla Merger Aimed at Raising $100 Billion?
SpaceX’s Q3 revenue rose 161% year over year, and it posted net income of $4.4 billion, marking its first profitable quarter. AI revenue surged 830% year over year, becoming its largest revenue source for the first time.
But revenue per GW was only about one-third of guidance, and the efficiency of monetizing compute capacity remains to be proven.
Musk has formed a special committee to explore a merger with Tesla. RBC estimates the combined company could have a market cap of $3.74 trill

MLCC Lead Times Surge to 52 Weeks: AI Computing Is “Eating Up” Global Capacitor Capacity
Samsung Electro-Mechanics’ lead times for all MLCCs have stretched to 52 weeks, with low-capacitance and automotive-grade products also seeing across-the-board delays—showing that the shortage has spread from high-end products to the entire product range.
Murata has likewise discontinued some consumer-grade part numbers and shifted capacity to secure production of high-capacitance AI products. New capacity won’t come online until after 2027.
Manufacturers have already implemented multiple rounds of price h

Can You Tell How Long Someone Will Live by How They Sleep?
People who live longer generally have these sleep characteristics:
1. They fall asleep quickly and sleep soundly through the night
2. Their breathing is steady and quiet
3. They wake up feeling refreshed and not tired

Sleep is an important part of life, and its quality directly affects how long we stay healthy.

The characteristics mentioned above—falling asleep quickly, breathing steadily, and waking up feeling refreshed—aren’t requirements that everyone must meet perfectly. Instead, they offer a reference point for observing your ow

ETF Outflows and a White House Vacancy: Crypto Markets Face a Dual Stress Test
U.S. spot Bitcoin ETFs have seen cumulative net outflows of about $910 million over the past two weeks, as institutional investors reprice zero-yield assets in a high-interest-rate environment.
Meanwhile, White House digital assets director Patrick Witt has confirmed his departure, leaving a vacancy in a key crypto policy coordination role.
With both capital flows and policy momentum weakening, the market lacks fresh buying support in the short term.
Going forward, watch the Federal Reserve’s rate decision and wheth

Digital Gold to Triple in Five Years: Gold Is Getting to Work Onchain
The World Gold Council’s latest report shows that the digital gold market has reached $45 billion to $55 billion.
In the baseline scenario, it is expected to grow at an average annual rate of about 27%, potentially reaching $160 billion to $170 billion by 2031.
In the first quarter of 2026, spot trading volume in tokenized gold exceeded $90 billion, surpassing the total for all of 2025.
Although it currently accounts for less than 1% of the global physical gold investment market, nearly 90% of respondents said they would be

DeepSeek Open-Sources DeepInfer: Inference Costs Are Being Rewritten
Today, DeepSeek fully open-sourced its internal inference framework, DeepInfer, and its token codec, deepseek-recipe, which are compatible with both NVIDIA and Huawei Ascend platforms.
With this framework, V4.1 Flash has achieved daily throughput of 155 trillion tokens on a single cluster, generating $38 in revenue per card per hour based on off-peak electricity rates.
By separating Prefill and Decode, reusing KVCache, and using speculative decoding, inference efficiency and energy efficiency have been significantly improved.

Deposit and Lending Benchmark Rates to Be Phased Out: China’s Interest Rate Liberalization Enters Its Final Stage

At the 2026 Financial Street Forum Annual Meeting, PBOC Governor Pan Gongsheng made clear that the central bank will promote the gradual phaseout of deposit and lending benchmark rates, replacing them with market-based pricing benchmarks.

On the lending side, pricing will shift from a single LPR benchmark to a range of benchmarks, with high-quality companies able to choose between DR001 and LPR pricing.

On the deposit side, average rates across different maturities will serve as

Crypto-Related Stocks Pull Back Premarket: MSTR Leads Declines, Sector Still Driven by BTC
In premarket trading today, U.S.-listed crypto-related stocks edged lower, with MSTR down about 2%, BMNR down 1.67%, and COIN, CRCL, ASST, and SBET down 0.8%–1.4%.
The sector has recently continued to be driven by BTC’s short-term direction, and this move looks more like a sentiment reversal, with no new fundamental factors.
As smaller-cap stocks are included in the data, the sector’s indicator value is being diluted;
selling pressure is falling first on high-beta positions, rather than on trading and st

ETH Liquidation Wall Squeeze: Whale Rebuilds After Being Flushed Out

On-chain data shows tens of millions of dollars in liquidation positions stacked above and below ETH, with a key liquidation wall near $2,500.

Recently, a major short seller was liquidated four times but didn’t exit. Instead, they added back to their position near $2,420.

Leverage is currently light, but if the price breaks through a liquidation cluster, forced buying could quickly amplify volatility.

Army Outlook:
Liquidation walls aren’t ceilings—they’re where leveraged funds are collectively exposed. Understanding them

The World Gold Council predicts that the digital gold market will grow from about $45 billion today to $170 billion by 2031, an annual growth rate of around 27%.

It currently accounts for less than 1% of the global physical gold investment market, but tokenized gold’s trading volume in Q1 2026 has already exceeded the total for last year.

As trust, access, and regulation continue to improve, gold is shifting from an “asset locked in a vault” to a “programmable, liquid digital asset.”

Army’s outlook:
Once gold’s millennia-old credibility takes flight on the blockchain, I!
The wave of traditi

The CSRC’s callout of “offshore leveraged products linked to A-shares” is not merely a risk warning; it signals that channels for cross-border regulatory arbitrage are being tightened.

In the past, some highly leveraged capital used Hong Kong OTC options to make indirect bets on individual A-share stocks. When volatility spikes, this can easily transmit risks back into the domestic market.

Next, regulators will likely step up oversight of cross-border capital flows, broker channels, derivatives reporting repositories, and look-through verification of real-name accounts.

In the short term, l

Watch fund flows at Monday’s open: Whales are buying the dip—who will benefit first?
Whales poured tens of millions of dollars into the market over the weekend. What really matters isn’t how much they bought, but where the money went.
If buying is concentrated in a handful of assets, it could mean the market is positioning early for the next major theme.
Watch three things: whether buying continues after hours, whether trading volume picks up, and whether leading assets outperform the broader market.
Buying the dip is just a signal; sustained buying is what confirms it.
If capital shifts from