Remember my $SOI thesis anon? Soitec interview commentary today:
- 80% of capacity reservation agreements expected within 1-2 weeks, with more than 10 in total.
- $200M Photonics-SOI revenue now described as "absolutely a floor"
$TSM also sees SiPH going mainstream in 2027 with market share topping 50%+ of the optical transceiver market
If you hold a monopoly-like position over a chokepoint:
(UBS estimates Soitec has 95% share of the market for substrates underpinning silicon photonics chips)
Revenue usually flows through you.

I was just about to curse it out, but then I looked at the account—never mind, let it pump however it wants; I’ll keep quiet.
A few days ago, the market moved sideways near the bottom in the early hours. The key level held, volume remained stable, and I judged that the entry had potential, so I immediately signaled an entry. Someone asked at the time whether I dared to take the trade, and I said it wasn’t about whether I dared—it was about whether the entry level was good enough.
Now $ETH has surged from 1883.20 to 2460.85, with floating profit of +5327.84%. This trade has delivered a ver

#GateEventContractTradeSharingChallenge
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A fresh reward model is live for derivatives lovers
This is not a lone PnL race It is a trade and share challenge built around event contracts where volume unlocks a cut of a large prize pool
The core idea is simple trade more share more earn more
HOW THE SHARING CHALLENGE WORKS
The event uses two clear tiers
Tier one is for active traders Reach a total trading volume of 20000 USDT or more during the event window You then join a 30000 USDT prize pool Your cut is based on your own volume divided by the

$Lobster’s move this round has been ignited like the acceleration on a straightaway after a Red Bull F1 pit stop and tire change. After an extended period of low-level sideways trading, chips were thoroughly exchanged, while the market remained low-key and continued building momentum. As market attention returned, funds began entering in concentrated fashion, and buying pressure quickly strengthened.
The market rose steadily from around 0.035444, breaking through overhead resistance levels one after another, with the current price reaching 0.065022. With 10x leverage, the return reached +828.2

BREAKING: Strategy buys 4,603 bitcoin:native for $369.7 million, marking its first Bitcoin purchase in 10 weeks.

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🔥Recently banked over 5.1 million U‼️Last week 62700/1865+ 75600/2360 long-term long at 81500/2545, banked 1.62 million📈Shandi 1820 short at 1420, doubled the position with 510,000 profit📉Saturday 81100/2540 short at 76850/2390, doubled the position📉Bottom-fished with a 77000/2400 long, now at 78750/2455, taking profits💰#Gate首发上线日股交易

Perp Traders Know This Problem
You can get the direction right and still lose the trade because of one ugly wick.
If you’re trading $LIT or $ASTER perps, a normal stop can close you out before the move you expected plays out.
That’s where Aevo’s PERPS+ is interesting.
Limit My Loss sets a max loss without a stop sitting there to get hit by a wick.
Get Paid to Hold gives you premium upfront, but puts a cap on profit.
Lock My Range sets your best and worst case for roughly zero net cost.
It works with BTC and ETH perps, and you don’t need options knowledge to use it.
Simple idea. Keep the perp

#Gate股票观点挑战
_
Pons is quietly making a major move in the prediction-market and on-chain trading landscape. According to DefiLlama data, Pons generated approximately $693,125 in 24-hour protocol revenue, placing it 8th among tracked protocols and putting it ahead of several better-known names.
The most notable comparison is with Polymarket, which recorded around $635,221 in the same 24-hour period. Pons also surpassed fomo, at approximately $646,539. The gap is meaningful: Pons generated roughly $58,000 more than Polymarket and about $47,000 more than fomo during the measured window.
At the t

#AIStartupsRaise400BInSixMonths The first half of 2026 has rewritten the scale of capital formation in artificial intelligence. According to PitchBook data, AI startups raised approximately 407 billion dollars across the six-month period, surpassing the entire funding total recorded for the sector in 2025. Broader global venture figures from Crunchbase place overall startup investment near 510 billion dollars in the same window, with artificial intelligence capturing well over 70 percent of that capital in the second quarter alone. These numbers are not incremental. They represent a structural

Bitcoin Holds Near $78,000 as Market Caught Between Fed Hawkishness and Geopolitical Tensions
Bitcoin entered the August 31 Southeast Asia morning session at $77,906, down 0.22% over 24 hours, as markets digested a hawkish Federal Reserve commentary and a fresh Middle East oil shock. The asset briefly surged to $79,000 but quickly reversed course, falling back to around $77,778. Fed Chair Kevin Warsh used his Jackson Hole appearance to raise the odds of a rate hike, calling the 2% inflation target "firm and fixed". This is the opposite of what a risk-on crypto rally wants to hear. Meanwhile, U

Solana forever

I originally wanted to cut my losses as a sacrifice to the heavens, but the sacrifice never happened—the meat cooked itself instead. 🔥
During the repeated intraday swings, $AVAX revealed its true colors: every rebound was just short of enough and could not break through, a textbook case of a weak rebound. Volume shrank on every push upward, with no one taking the other side—what else could this be but a trap? I've seen this kind of trend too many times: short as soon as it rises. That was all I could think about before placing the order.
Panic comes from having no plan, and losses come from

When it skyrockets, hesitation only leads to defeat!
Fangxiang, no problem $XAU

$AEVO SHORT
Entry: 0.02151 – 0.02158
Stop Loss: 0.02305
TP: 0.02095 - 0.01929 - 0.01824

MA breadth charts

Those who understand the trend move with it; those who follow the trend reap the rewards.
When the great roc rises with the wind, it soars 90,000 li
$BTC $ETH
As the market ebbs and flows, how many people keep going around in circles.
They rush in recklessly when prices rise, panic and cut their losses when they fall, getting constantly pulled back and forth and worn down, only to end up with nothing in hand.
#美军袭击伊朗BTC下挫
With the same market conditions, some are washed out and mentally exhausted, while others steadily keep the rhythm under control.
Looking back at the strategies released be

Continue going long on gold around 4455, with 45 as the defensive level, targeting around 4470$XAUUSD $BTC #Gate首发上线日股交易

$ETH ‌ tried to break above the $2,550 level but failed again.
For now, I think most of Ethereum's short-term upside may already be priced in.
Expecting more chop around these levels, with the possibility of one more small capitulation before a proper reversal.
Patience here.
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