Tea_Trader

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$BTC $ETH $TSLA

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#Anthropic Prospectus
After reading Anthropic's prospectus, my deepest takeaway isn't how much it's worth.
It's that AI is truly starting to become a cash-devouring monster.
The stronger the models.
The greater the computing power.
The more terrifying the capital expenditures.
Chips.
Storage.
Data centers.
Electricity.
Networks.
Cloud computing.
None of them can be left out.
That's why I've always felt that the biggest opportunities in the AI era won't necessarily all be in model companies.
More and more people are joining the gold rush.
The people selling the shovels are instead making more and more money.
Model companies do the fighting.
NVIDIA sells the weapons.
Storage companies sell the ammunition.
Data centers build the barracks.
Power supplies the entire battlefield.
That's also why I've kept my eye on AI infrastructure instead of chasing new AI concept stocks every day.
The market will gradually realize in the next phase:
Smart models don't mean companies make money.
Having many users doesn't mean having healthy cash flow.
In the end, capital markets will return to the oldest question:
How much money do you actually make?
The AI story is far from over.
But in the next phase, not all AI companies will rise together.
The real shakeout is only just beginning.
#Anthropic $NVDA ‌

🔥 Three major Launchpools are mining simultaneously—if you’ve been looking for some “passive income” opportunities lately, take a look
The three Launchpools—FOLD, LAPTOP, and XAUT—are running simultaneously, with different mechanisms and capital requirements:
🪙 XAUT: A relatively accessible entry threshold, suitable for more conservative users
💎 FOLD: A high-APR route, worth a closer look if you’re aiming for higher returns
🚀 LAPTOP: Million-level token rewards, with multiple staking pools to choose from
If you don’t want to monitor the market frequently, you can also put assets such as BTC, ETH, GT, and USDT into the corresponding pools and earn new token rewards while holding them.
Bring #三大Launchpool同步进行瓜分百万空投 to Gate Square and share which pool you chose, what assets you staked, or your earnings strategy.
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Gate’s biggest evolution in its 13-year history—join us in witnessing it!
One Gate Witness Program
Hold freely, pay on the go, trade anytime.
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Unlock the witness numbers 1, 11, 111, 1,111, 11,111, and 111,111 to win 100 GT, F1 race tickets, and driver-signed merchandise.
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Witnessing begins at 12:00 (UTC+8) on September 30.
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‍#Gate #OneGate #OneGate见证计划

🔥 What are we talking about today? Gate Square’s trending topics have been updated!
🔹 U.S. core PCE and the final Q2 GDP reading will be released tonight! Will inflation and growth signals reshape rate-cut expectations?
🔹 Micron’s earnings report is due after market close tonight, with HBM4 and its 2027 outlook in focus. Can the AI memory rally continue?
🔹 $MRVL rises 4.5%, with AI hardware stocks broadly strengthening! Are funds continuing to spread from chips to optical modules and data centers?
🔹 U.S.-Iran talks have reached an impasse, while Brent rises above $106! With oil prices returning to elevated levels, could inflationary pressure rise again?
Post with trending topics to receive traffic support and featured recommendations for high-quality content, and participate in content mining rewards.
💰 Data, earnings, AI, and geopolitics are all moving—if you have a view, come join the discussion:
https://www.gate.com/post/topic

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① Sign up for the event 👉 https://www.gate.com/campaigns/6244
② Include #每周来晒 and #市场回调如何布局 to share your market outlook
💬 This week’s hot topic
Recently, BTC briefly broke above $87k and is currently fluctuating around $82k; ETH is around $2,600. After a sustained rise, market divergence is gradually increasing. Could a pullback become a new opportunity to build positions?
💡 This week’s discussion
1️⃣ Do you have any plans to increase your positions recently? Share your holdings or position increase records.
2️⃣ Do you prefer to invest in major coins such as BTC and ETH, or high-beta altcoins?
3️⃣ Share your recent trading gains or changes in holdings, and explain your trading approach.
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