The “Discount-Rate Curse” for U.S. AI Stocks: Strong Jobless Claims Mean the Nasdaq Takes Another Beating

U.S. stocks fell only modestly last night, but the internal divergence was brutal. The Nasdaq fell 0.74%, Nvidia dropped 10% over two days, and only AMD rose against the trend. What does this tell us? Money is shifting to defensive positions within the AI sector, pulling back from the most crowded, highest-valued names.

If tonight’s jobless claims data again shows a strong labor market, U.S. stocks could face a second round of valuation cuts.

The logic is now crystal clear: low initial

$AGT I still stand by this large short trade 🚨the price is about to fall to 0.04 📉

Buy the dip on a pullback and look for a rebound, with 72000 as the defense level.
First target 75000; go long on ETH around 2000 as well, targeting 2150.$BTC $ETH

‌#PredictionMarketVolumeKeepsGrowing

For a long time, the term "prediction markets" conjured up images of a niche corner frequented only by crypto enthusiasts. However, the latest figures released by Polymarket completely shatter this perception.

Polymarket’s annualized revenue run rate has surpassed $1.8 billion. Even more striking, the notional trading volume on the platform exceeded $14.5 billion in October alone—a massive leap compared to June. It is no longer just about elections or sporting events; people are now placing bets on everything from cryptocurrency prices and central ban

DEX vs. CEX: The biggest difference isn’t just how trades are made—who really controls your assets?

In the cryptocurrency market, DEXs (decentralized exchanges) and CEXs (centralized exchanges) are often compared. Many people focus on fees, trading speed, and the number of available tokens, but overlook a more important question: Who controls the assets, and who bears the risk if something goes wrong?

First, asset management differs. When using a CEX, users typically deposit assets into a platform account, and the platform manages the underlying assets and account balances. When using a DEX,

✍️ Gate Square is recruiting creators! Join Square and share monthly rewards worth 100,000 USDT!
High-quality creators and active traders can apply for verification to unlock rewards and traffic support!

🎁 Creator Benefits
1️⃣ New creators can earn up to 30 USDT for their first post
2️⃣ Publish 5 original posts per week to share a 10,000 USDT prize pool
3️⃣ Publish at least 8 posts per month to enter a prize pool worth 100,000 USDT; top performers can earn up to 600 USDT
4️⃣ Plus token rewards, Gate merchandise, traffic support, and more

📌 How to Participate
Existing creators: Apply for th

📡 Real-Time Signal Card | Repost Mode
- Time: Not specified- Asset: $JCT · Long position- Entry: 0.00347- Target: 0.00398- Stop-loss: 0.0033
Source: NeuralTraderAz channel. Come to think of it, I reposted one of his $TUT trades earlier today, and here he goes again. He’s so diligent it puts me to shame 😂
As always, I’m just reposting it as is. Whether to follow and how much to invest is up to you. They’ve clearly provided a stop-loss level, so don’t learn to hold on to losing positions.
Personal records shared for reference only; not investment advice. #DivergingTreasuryStrategies: 14 publi

We are officially entering a new chapter in the artificial intelligence story. For the past couple of years, the market has been mesmerized by model capabilities—who has the smartest AI, who can generate the best image, or who has the most parameters. But that era is rapidly transitioning into the "payoff phase," where the only question that matters is: can this technology actually make money?

The latest data from OpenAI paints a fascinating picture of this transition. The company generated approximately $10 billion in revenue in the third quarter, an impressive jump of nearly 50% quarter-ov

🚨 Breaking ..
🔴 Liquidity bleeding hits the crypto market
Stablecoin supply falls by $14.2 billion, marking the largest decline since the 2022 bear market
⚠️ The decline in supply means a contraction in the amount of liquidity available within the crypto ecosystem, and may reflect money leaving the market or lower demand for stablecoins

What does it feel like to buy the dip halfway down?
Ask Buffett.
In 1973, Buffett spent $10.6 million to buy the Washington Post, which had a market cap of $100 million. He estimated its intrinsic value at at least $400 million to $500 million. A little over 20 cents on the dollar.
It fell right after he bought. The Dow dropped 16.58% in 1973, then another 27.57% in 1974.
The Post's market cap shrank to $80 million, leaving him with an unrealized loss of more than 25%. He was underwater for three whole years, and didn't break even until 1976.
What stung even more was that throughout those thre

One digital identity for every platform—what risks lie behind the convenience?

Imagine using the same digital identity to log in to social platforms, manage digital assets, participate in DAO governance, and connect to AI agents and various digital services. A single verification lets you access multiple platforms, which is certainly more convenient.

But problems arise as well: when different platforms use the same identifier, your transaction records, community activity, and usage habits may gradually be linked.

Identity interoperability should not mean privacy transparency.

First, a unif

🚀 Anthropic (ANT) launches with a bang, Gate Direct IPO Phase 3 officially opens

AI giant Anthropic (ANT) has opened USDT subscription registration, with a minimum participation amount of 100 USDT.

🔥 Highlights of this subscription
▪️ Reference price: $70–78/share
▪️ Subscription amount: 100–3,000,000 USDT
▪️ Upon successful allocation, shares will be delivered directly to your Gate stock account, with no lock-up period

📅 Subscription period: November 12, 11:00 – November 17, 17:00 (UTC+8)

🤖 From Claude to enterprise-grade AI applications, which aspect of Anthropic's growth potential a

#Gate直通IPO第三期Anthropic
When using Claude Fable 5.2 for a long-term research project spanning more than ten documents, it can maintain a coherent line of reasoning across a 1M context window and produce a finished draft directly with 128K output, without needing to be repeatedly “fed” background information along the way. Its adaptive thinking mode also eliminates the hassle of manual tuning. The stability of this kind of long-running agent work is the dividing line between turning AI from a “chat tool” into a “productivity system.”

Anthropic’s fundamentals also support this view: at the end

#ZEC跌破1000美元 This ZEC downturn is not a full-blown retreat from the privacy coin rally. It’s a double blow from macro-driven liquidity tightening and concentrated profit-taking by earlier buyers—a severe correction within a strong uptrend, not a trend reversal.

📉 The core reasons behind this sharp drop

ZEC has been one of the market’s top performers this year, rising from $526 at the start of the year to $1,653 in September, with its peak year-to-date gain nearing 200%. It has been one of the best-performing assets among the top 20 major coins.

• U.S. CPI came in hotter than expected, ratt

$ONDO looks like a short opportunity here, with an entry zone at 0.3525–0.3534. I’m not trying to nail the exact top; I just want to see a clear reaction at this level. On the 4-hour chart, the price is at 0.353, below the 0.372 EMA50: sellers still control the trend. Stop-loss risk is 1.4%, while the potential gain at TP3 is 2.3%, or about 1.6R to the final target. Entry: 0.3525–0.3534 (short) Targets: 0.3499 → 0.3479 → 0.3449 Invalidation: 0.3580 This is not investment advice; manage your position size accordingly.

Unemployment claims data is about to be released. Are you bullish or bearish?
The market moved sideways all day, and tonight’s unemployment claims data is bound to break the stalemate. There hasn’t been any positive news this month, yet multiple bearish data points haven’t triggered a straight drop; the market has instead been moving choppily lower. I think tonight’s unemployment claims data will be bearish, but the decline won’t continue. After all, BTC’s 70,000 level is still holding, and there’s little point in continuing to chase shorts. You could position for a long around 73,000, or ente

$XRP Current price: 1.0542. The first resistance above is the upper Bollinger Band at 1.0740; support below is the lower Bollinger Band at 1.0359. The bull-bear dividing line is the MA20 at 1.0549—the price is right on this line, deciding which way to go.
Here’s a reusable method for reading the charts: use the combination of “moving average alignment + MACD histogram + RSI position” to assess whether a trend is healthy. A healthy uptrend should have MA5 cross above and hold above MA20, the MACD histogram remain positive, and RSI trade above 50. For comparison, $XRP: MA5=1.0477 remains below