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#Assets Analysis# https://www.gate.com/wallet/assetsAnalysis

Borrowed money sold $BTC hard over the 7 days to Nov 11, -$847M net on the global perp market, yet the last 24 hours came in at +$218M. The US spot venue finished the week on the buying side at +$331M.

0-year U.S. Treasury yields break 5%—the “gravitational constant” of global asset pricing is tightening

The most far-reaching impact of this CPI report is not the CPI itself, but its shock to the yield curve.

The 2-year Treasury yield surged by more than 20 basis points at one point to above 4.75%, the 10-year yield broke above 5%, and the 30-year yield rose to above 5.37%. The 2-year, which is most sensitive to policy rates, jumped far more than longer-dated yields because, with no meaningful cooling in core inflation, markets were forced to reprice the timing and scale of a possible resump

Filecoin storage may find an entry point in specific use cases (backup, archiving, sovereign data, small and medium-sized needs, or supplementary capacity)

Demand for data generation, retention, and reuse from AI continues to grow. However, the expansion of hard drive production capacity is constrained by supply chain bottlenecks, such as read/write heads, media, and equipment. Manufacturers prefer to increase per-drive capacity by boosting areal density (such as HAMR), rather than significantly increasing output per unit.

This creates a narrative window for decentralized storage networks su

At 4 a.m., still watching Anthropic's IPO roadshow video 🤖
One line really stood out: co-founder Tom Brown said adapting to a new chip platform used to take dozens of engineers several months
This time, they had Mythos do it itself. In about 3 days, Claude was running on AMD GPUs, with nearly all the kernels written and ported by the model itself
Their comparison for the traditional approach was 6 to 12 months
A few posts on X got hundreds of thousands of views, and quite a few people started saying AI would erode NVIDIA's NVDA CUDA moat
But I checked the footnote: the 3 days referred to one

$XAU target smashed now

#BTC.D has started rising again and achieved a successful close. Consequently, #Bitcoin dropped sharply, and capital is flowing out of altcoins. Do not open any fresh long positions; instead, let the short-sells run.

The Syko-meter says bottom is in.
No signal is perfect, but over the last 12 months this indicator has called:
- 8 out of 9 local bottoms
- 7 out of 8 local tops
Sometimes price goes slightly lower/higher after it fires, but it almost always gets very close.
The one false bottom reading was in May this year.
The one false top reading was in April this year.
This recent bottom signal is happening at the 200D + 300D SMA level.
Very strong confluence.

SOL Technical Outlook: Solana Faces Strong Selling Pressure as RSI Enters Oversold Territory

Solana (SOL) is trading around $84.82, following a sustained decline from its recent October recovery high near the $92–$93 region. The price has now fallen below all four major EMAs, indicating that sellers remain in control of the daily trend.

SOL is approaching an important support area around $82.23–$81.70. Although momentum is deeply oversold, a confirmed recovery above nearby resistance is needed before considering a meaningful bullish reversal.

EMA Structure (Bearish Trend)

SOL is trading be

AI has become a “new spark” for inflation—the remark Goolsbee made has not yet been fully priced in

Among all the Fed officials’ comments on CPI, one remark by Goolsbee is most worth reading repeatedly: AI data center construction is showing signs of traditional demand overheating.

This is not a long-term narrative about “AI boosting productivity,” but a short-term macroeconomic assessment that “AI is driving prices higher in the near term.” Data center construction requires land, electricity, cooling equipment, high-end chips, and skilled workers; demand for these is highly concentrated in

#GateRanksThirdIn24HNetInflows Gate Ranks Third Globally in 24-Hour Net Inflows: A Strong Signal of Capital Movement and Market Activity

In the cryptocurrency market, capital movement often tells a story that price charts alone cannot reveal. While traders closely monitor Bitcoin, Ethereum, and altcoin price fluctuations, exchange net inflows provide another important perspective: where funds are moving and which trading platforms are attracting capital.

Gate has attracted attention after ranking third among global centralized exchanges in 24-hour net inflows, according to DeFiLlama data rep

Bitcoin's Hidden Power Law: What Changed in 2017?
We found something fascinating in Bitcoin's historical data.
From 2010 to mid-2017, three strong power-law relationships emerged:
- Price vs. time: exponent = 5.48, R² = 0.900
- On-chain transactions vs. time: exponent = 3.95, R² = 0.930
- Price vs. transactions: exponent = 1.33, R² = 0.896
In other words, Bitcoin's price scaled approximately as the number of daily on-chain transactions raised to the power of 1.33.
Then something changed around 2017.
The rapid growth in on-chain transactions slowed dramatically, eventually becoming relatively f

Transactions vs addresses as a proxy for users up to 2017.

Nvidia is now 28% below it's ATH.
Have we seen the bottom?
Do you think the Blue Wave and the Chinese spy news are already priced it, and we can go back to buying chips?

Pavel Durov added to his X bio that he is the creator of TON blockchain.