Alphabet’s total holdings were worth approximately $88.3 billion in the third quarter, down about 10.9% quarter over quarter. It added 4 positions and exited 3 stocks, with its top 10 holdings accounting for 99.48% of the portfolio.

The portfolio is highly concentrated and shrank overall, yet it casts Qualcomm as a new frontier in AI chips. With SpaceX making up 94.78% of the portfolio, this so-called new frontier looks more like a small testing ground outside SpaceX.

$BTC

World Liberty Financial is launching a WLFI buyback program, which may be funded in part by fees from USD1 reserves.
Those reserves earned a record $12,088,900 in October, up 55.21% from a year earlier, more than $389,964 a day.
@worldlibertyfi

The Dollar Suddenly Has Its Swagger Back! 165k New Jobs—Who Will Blink First, Gold or U.S. Stocks?

As soon as the U.S. nonfarm payrolls data was released, the forex, gold, bond, and stock markets sprang back into action.
The U.S. added 165k nonfarm jobs in October, far exceeding market expectations, while the unemployment rate fell to 4.1%. The report sent a signal to the market: the U.S. labor market remains resilient.
After the data was released, the U.S. Dollar Index rose about 0.7% at one point, and Treasury yields also moved higher. Market bets on a Fed rate hike in December gained groun

🚀 WHICH MEMECOIN IS ABOUT TO EXPLODE? 🌕
I'm looking for the next hidden gem before the crowd catches on! 💎🔥
What's your strongest pick right now?
👇 DROP YOUR TICKER AND LET'S TALK!
#Memecoins #Crypto #Moonshot #100xGems

Just asking because I’m not sure: Is this the interaction with the most users? Does that mean a higher proportion of impressions came from verified accounts?

Is Reducing Positions Now Too Timid? What Is Smart Money Waiting for Behind BTC’s Pullback?

The hardest thing in crypto isn’t making money—it’s keeping your hands off your positions during a downturn. BTC is down 4%, ETH is down 5.5%, and major coins are under pressure across the board. The market is starting to hear two different takes: one sees this as a buying opportunity, while the other believes the risks haven’t fully played out yet.
What really deserves attention isn’t who is shouting the loudest, but what the money is actually doing.
If global risk assets remain under pressure, instit

Is Nasdaq in trouble? Tech giants are under pressure across the board—is the U.S. stock bull market at a crossroads?

Nasdaq has always been the key barometer watched by tech investors. When tech giants perform strongly, they can often lift the entire market; but when tech stocks come under pressure across the board, the market can also be affected by a chain reaction.
Why are tech stocks especially prone to sharp volatility?
One reason is valuation. The share prices of many tech companies have already priced in growth expectations for the coming years. Once investors begin to question future

BTC is down, and ETH is down too! Don’t rush to add to your positions—first see if your wallet agrees!

The crypto market has been playing dirty lately!
BTC and ETH are both under pressure, and the broader risk asset market isn’t doing much better. As soon as prices fall, the familiar refrain appears on social media: the perfect time to buy the dip!
But the funds in your wallet may have their own thoughts: Boss, can we calm down first?🤣
Buying the dip is indeed a strategy some investors consider, but it requires proper financial planning—not adding to your position impulsively just because pr

The market falls—does bull market conviction still hold? BTC and ETH are putting investors to the test!

In a bull market, everyone is a long-term investor; when the market pulls back, suddenly everyone in your feed becomes a risk management expert! 🤣
Recently, BTC and ETH have weakened alongside broader risk assets, putting considerable pressure on the cryptocurrency market.
This is also a reminder that digital assets are not isolated from the macro environment. When overall risk appetite declines, market liquidity and investor sentiment may both be affected.
In this situation, should you bu

Nonfarm payrolls are out, but markets still haven't settled down! These 3 signals could determine the next move in U.S. stocks

The nonfarm payrolls data is out, but the real test for markets may only just be beginning.
The U.S. added 165k nonfarm jobs in October, and the unemployment rate fell to 4.1%, far exceeding market expectations.
The report has markets reconsidering one question: Is the U.S. economy heading for a soft landing, or is it strong enough to force the Federal Reserve to keep monetary policy tight?
Three signals are worth watching closely next.
First, inflation data. Strong e

Yesterday, the traffic was especially strange.
Around 21:15, it was still over 50k.
At 22:30, it suddenly shot up to 300k.
What happened in between?😳

The crypto market is so funny
Election night: Bitcoin dumps
Day after Election: Bitcoin pumps to $81k
2 days after Election: Bitcoin dumps to $75k

$ZEC Currently at 1322.54, up 5.01% over 24H, with a range of 1241.30–1387.89 and turnover of 95.29 million. Both the 1H and 4H trends are relatively strong: 1H RSI is 62.66, with price above the EMA20 at 1320.06; 4H RSI is 52.48, with price above the EMA20 at 1284.99. Volume ratio is 0.01. Holding above the 1387.89 resistance could signal further upside, while a break below the 1247.89 support would weaken the short-term outlook. Review whether price can hold above 1387.89 and whether it can reclaim 1247.89 after losing that level; with volume at only 0.01x, a single break needs confirmation

Anthropic points out that memory is fundamentally a prediction about the future: recording a verified rule means the model expects to rely on it again. The research suggests this mechanism can significantly improve performance on long-horizon tasks.

Defining memory as a prediction of future usefulness turns both “forgetting” and “remembering” into engineering decisions: Claude doesn’t save everything, but writes something down only when it thinks it will be useful again. This helps with long tasks, but it also means users shouldn’t assume every interaction will be remembered permanently.

$BT

Wow. According to FundaAI, SpaceX has ordered 6,000 racks for 2027 just for space-based data centers.
They’re planning to launch 1 GW into space!

💸 Rubio puts Venezuela’s external debt at more than US$200 billion: What does this mean for P2P?
U.S. Secretary of State Marco Rubio estimates that Venezuela’s external debt exceeds US$200 billion and points to it as the biggest obstacle to investment. For the P2P market and USDT users, this isn’t an abstract figure: it affects currency expectations, spreads, and liquidity.
🔹 The hard numbers
• External debt: more than US$200 billion (defaulted bonds, bilateral loans, debts to suppliers, and PDVSA liabilities)
• It has not been comprehensively renegotiated in years and continues to grow due

Thesis: As the stock market out prices a majority of people they will seek out derivative assets for leverage upside. One only up chart is $MNST - which is why I decided to have some exposure to solana:JATk4idqfAyU21F6w3xf2Rbyj9j8FnYxVWLMfoweqExh.
Do it for the culture.
DYOR NFA

I don’t know if Chinese people can fly, but they sure know how to score freebies.
Apparently, they’ve figured out another way to get Gemini Pro for free for 24 months.