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

#WCTCS9

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📡 Signal card · reposting without taking sides
Source: Shu Qin live trading (captured by BTCSOS) Asset: $BTC Short entry: 83900 Stop-loss: 85000 Targets: 82900 / 81900 / 80800 Time: not specified
I only repost this as-is; judge its authenticity and quality for yourself. Whether to follow and how large a position to take are entirely your decision. Don’t get carried away, and don’t go all in on a single trade. 😅
Shared for personal record-keeping; not investment advice. #US 10-year Treasury yield falls to 4.845%

🔥 What’s worth talking about today? Gate Square trending topics are live!

🔹 #USStocksFaceHistoricSelloff
Tech stocks are under heavy pressure. Is this just a correction, or the start of a deeper selloff?
🔹 #USNonfarmPayrolls
U.S. jobs data is due tonight. Will it help markets stabilize, or trigger another round of volatility?
🔹 #CryptoMarketUnderPressure
$BTC and $ETH are falling with broader risk assets. Buy the dip, reduce exposure, or stay on the sidelines?

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The 10U futures challenge to 100kU is under control

What Is DeFi? Without Traditional Banks, How Do Lending and Trading Work?
In the Web3 world, DeFi (decentralized finance) is changing how people participate in financial activities. It uses blockchain, smart contracts, and digital assets to let users access some financial services directly. But the absence of traditional banks does not mean there are no rules, nor does it mean there are no risks.
First, what is DeFi?
DeFi is short for Decentralized Finance and generally refers to financial applications built on blockchain and smart contracts. Users can connect through a wallet to trade, lend,

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Look for livestreams with the 🧧 icon on the cover, jump in, and grab your red packets!
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Paid 9.50 for this vest account and made it back in about 2 minutes. May add about 10 accounts for tomorrows news play.

#ETHDrops5.5% Ethereum just gave back a week of gains in a single session, and the damage is concentrated in one place. From the $2,424.82 close on 4 November to the $2,238 close on 5 November, ETH shed roughly 7.7%, and the intraday low of $2,206 tested a level that had held through most of October. At around $2,242 this morning, the question is no longer whether ETH is weak, but whether the $2,200 zone can hold on a closing basis.

The move in numbers
The 4 November candle opened at $2,274.75, rallied to $2,450, and closed at $2,424.82. The 5 November session opened at $2,424.82, touched $2,

Compute is no longer a moat; politics is starting to put the brakes on AI.

Democrats’ AI regulations have moved from slogans to rules: energy use, compute procurement, and model audits are all being tightened. Microsoft giving up its right to expand capacity, put simply, means handing the spending risk over to policy. It would rather build less than bet wrong.

IPO valuation logic is changing too: from “discounting future compute” back to “pricing current cash flow.” As the bubble deflates, companies with customers and gross margins will be seen again.

The deciding factor in the next round o

I remembered breaking my wife's bottle of Black Bandage.

【Yunxiang Research Institute · Guanlan | Nov. 6 Intraday A-Share Market Commentary】
Major indexes weakened in tandem, with the Shanghai Composite testing the 3,600 support level.
Shanghai Composite 3633.79 (-1.52%), ChiNext Index -3.57%; 229 advancers and 2109 decliners, a decline-to-advance ratio of approximately 9.2:1, indicating a marked contraction in risk appetite.
Shanghai Composite: 3600–3610 is the first support zone. A close below this range on higher volume would put 3574 in focus as the next area to watch. 3680–3700 is resistance on a rebound; a return above this range would signal

The US market, realizing who won the elections, lost $3 trillion in capitalization.
This is the worst day since the COVID crash in 2020.
If you’ve been here long enough, you should remember what happened next 👀

𝗖𝗥𝗬𝗣𝗧𝗢 𝗕𝗟𝗘𝗘𝗗𝗦 𝗔𝗦 𝗥𝗜𝗦𝗞 𝗔𝗣𝗣𝗘𝗧𝗜𝗧𝗘 𝗙𝗔𝗗𝗘𝗦 🔻
The crypto market is under pressure as Bitcoin and Ethereum follow the broader risk-off move.

$BTC Around $76,200
$ETH Around $2,242

Bitcoin has dropped toward its lowest levels since September, while Ethereum has also suffered a sharp decline.

My approach is cautious:

- Avoid chasing falling prices.
- Watch important support zones.
- Wait for a confirmed recovery.
- Preserve capital during uncertainty.

Buying every dip is not a strategy. Sometimes staying on the sidelines is the smarter move.
#ShareWeekly
#CryptoMa

I changed my profile picture and background image. How long do you think it’ll take for my blue verification badge to come back? 😢

The whale, heavily shorting U.S. stocks, especially AI, semiconductor, and memory chip stocks, is now in profit on most positions, with over $30M in total unrealized profit!
+$6.36M on $SNDK
+$4.03M on $INTC
+$2.33M on $SOXL
+$2.25M on $MU
...

Tong Ge's 11.6 ETH outlook
$ETH Short near 2260-2280, stop loss at 2300, targets 2200-2150-2100

Up 200 one day, down 200 the next. Yesterday's high reached 2449, while today's low plunged to 2205, making for an almost 500-point A-shaped crash in two days. The longs were still celebrating wildly yesterday, thinking the bull market was back, but today the market showed a completely different face and taught them a lesson.

Look at the chart now: the daily candle is a huge bearish candle that engulfed everything, while the 4-hour chart has formed a guillotine pattern, even breaking below the low

This price action is putting me to sleep. Better stay flat. 😴