Shandong is awesome! Congrats to Dalian on winning the championship—an epic comeback

Damn, these numbers are so wild that my first reaction was to check whether there was something off with the methodology!

Menlo Ventures’ latest report completely upends the market’s assumptions: Chinese AI models account for 89% of global enterprise spending on open models. Kimi alone claims 61%, DeepSeek 15%, and Zhipu GLM 11%. Meta Llama, once the benchmark for open source, is left with just 7% of spending.

It may seem unbelievable, but once you break down the underlying payment logic, it makes perfect sense—and reveals a key trend in enterprise AI worldwide: inference use cases are becom

It think it's stupid that "AI Bubble" gets used over and over. In infra names you have:
- 1-3x fwd P/E memory companies from Samsung to $ESMT. With HBM players now having hyperscaler multi-year price floor LTAs.
- Optical companies like $POET traded -$97M under net cash. Valuing the operating business very negatively, not even at $0.
- While AI companies with larger premiums continue to record demand over the next 3-5 years. Such as the new $20B LTAs signed w/ $COHR to $5B LTAs signed w/ $LITE.
Can someone in the media honestly see negative EV high-beta optical companies, where 2 years of

Good morning friends!
Wishing a very Happy Diwali to all those celebrating. May your day be filled with happiness, peace and good moments with loved ones 🪔

$ZEC Current price: 1265.30, 24H -4.54% (1235.00–1325.49). Both the 1H and 4H charts are weak: 1H RSI 49.20/EMA20 1267.47, support at 1235.00/resistance at 1321.71; 4H RSI 46.17/EMA20 1279.62, support at 1213.56/resistance at 1387.89. The bullish condition is holding above the 1321.71 resistance level, while the bearish condition is breaking below the 1235.00 support level. Review whether 1321.71 holds and whether price can recover after losing 1235.00; the volume ratio is 0.57x, and the setup is invalid without confirmation from market participation. Market volatility is high; for observation

$EUR Current price 1.1152, with resistance at the upper Bollinger Band at 1.11541 and support at the lower Bollinger Band at 1.11506. The 30-candle range is only about 0.07%, compressing price into an extremely narrow band, while funds are clearly sitting on the sidelines ahead of a directional move. In terms of moving averages, MA5=1.11522 is slightly below MA20=1.11523, with the two nearly converged. RSI is just 39, in the relatively weak zone, indicating insufficient bullish momentum; however, the MACD histogram has turned positive (+8.897e-05), while bearish momentum is also fading, leavin

On-chain activity is so dead.
Does the Elysium chain really have money-making potential?

$ZEC
Bought more Zcash, in case the bottom has been set here
Expect it to outperform $BTC in bull conditions
No target for now

$BTC Retail bullish sentiment has surged to a nearly five-month high, which is not good news for the bulls.

Looking at the long-short distribution over the past two consecutive weeks, the proportion of retail traders going long has reached its highest level in more than eight months. The last time we saw a similarly extreme reading was in late January, when BTC was hovering around $90k before eventually falling below $60k.
I’ve been wondering how the big players will choose to flush out these long positions this time—will they push prices up to lure in more longs before reversing, drive price

$KOMA ’s price action is forming a fairly typical bullish continuation pattern, with the price moving upward in a stair-step fashion while trading volume expands and open interest continues to rise. This combination usually indicates an increased likelihood of liquidity above being swept. My current plan is to wait for the breakout setup to develop further—specifically, I’d like to see the price make another smooth test of the previous high, followed by some local consolidation below the high. If the technical structure develops as expected, I’ll consider entering. I’m placing the first local

Don't measure your crypto journey against someone else's timeline.
People enter the market with different knowledge, strategies, goals, and financial situations.
Learn at your own pace. Ask questions. Make informed decisions. Understand the risks.
Progress starts with understanding, not comparison.
#CryptoJourney #CryptoCommunity #DYOR #Web3

Most people think the S&P 500 needs to hit new highs first. I think it’ll take a hit first. When the policy winds shift on AI data centers, capital gets spooked. Funding rates have been positive for three straight days, with longs still paying shorts—hanging in there. I’m not rushing to any conclusions; I’ll take it as it comes. What do you think? #USStocks

Guys, Dog Bro’s positions. Quick update.
Small position in SNDK, manually entered at 836
Small position in BKEND
Also ETH at 2212, stop-loss at 2200
Also, here’s the performance since transferring in $5,000 on November 1: currently up around $2,500. Thursday night’s move gave back a lot of profit, but it is what it is—at least I survived. I’ll try harder next week.

All my open positions are based on a medium- to long-term outlook. If SNDK drops, I’ll add around 770. The stop-loss on the altcoin stays unchanged. ETH is a short-term play.

#Bitcoin's chart isn't your altcoin portfolio.
Past 7 days:
BTC: -3.0%
SOL: -6.9%
LINK: -8.8%
Same market. Very different damage.
Are you tracking your alts against BTC, or just waiting for the dollar chart to turn green?

Guys, the wolf is really at the door!
The Wall Street Journal reports that Elizabeth Warren, dubbed “crypto’s number one nemesis,” could take over as chair of the U.S. Senate Banking Committee as early as January 2027! This position directly oversees the lifeblood of the entire financial sector!
Warren has always gone after crypto hard and never pulled her punches. If she really takes that seat, intense regulatory pressure could hit at any moment!
Exchanges and blockchain companies—who can still claim they can withstand it? Just thinking about it sends chills down my spine. What do you think?

Tornado Cash-Funded Wallet Builds $26M Bitcoin-Ether Trade
A wallet converted 3,100 ETH into roughly 6.92 million USDC before pairing a Bitcoin long with an Ether short on Hyperliquid.
⚠️ Personal market analysis only. NFA — manage risk and DYOR.
Educational content, not investment advice or a recommendation to buy, sell, deposit, or withdraw any asset. No paid promotion or referral/affiliate links.

Sellers outweighed buyers among the largest trades in the 24 hours to 10:00 UTC on Nov 8; buyers took only 44.1% of whale sized flow. $BTC drew most of that money, including the biggest single trade at $22.0M.

Last Tuesday, I bet on 74.5K, but it missed by 400
This week’s low was only 74.9K
I said I’d sell NEAR at 4.1, but it only got as high as 4.076
Both just barely missed
BTC closed red again this week—the fifth red candle in a row
It slid all the way from 81.2K to 74.9K, then closed at 75.9K
The batch I bought at 4.0 is now at 3.71
I haven’t sold a single coin
Of the 40 trading pairs with over 5 million in volume, 22 are still falling
ZEC fell 4.6 yesterday
It’s flat today
On days like this, nobody wants to make the first move
If it drops below 74.5K next week, I’ll sell it all there.