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#OpenAIAnnualRevenueSurpasses40B
OpenAI’s $40B Revenue: Why Unit Economics Matter More Than Headline Growth for Valuation Sustainability
OpenAI doubled annualized revenue to $40B via coding tools, enterprise agents, and ads. Confidential IPO filed, but Anthropic may list first. Big question isn’t “can they grow?”—it’s “can they profit at scale?” Here’s my trader-focused dissection of what sustains (or breaks) valuation beyond hype. 👇
🔍 Why Revenue Quality Determines IPO Success
• Enterprise Agents = Sticky Recurring Revenue: Unlike consumer subscriptions, B2B contracts have 85%+ retention +
NVDA-0.08%
MSFT-0.33%
TAO-1.12%
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Jane Street had gone 10 years without a losing month, but in July it lost $15 billion in a single month.
Even more unusually, it had actually bought put options long before that.
However, Jane Street was hedging against a sharp drop over a short period, while AI stocks fell throughout the entire month of July.
The share prices of several major storage and semiconductor companies fell by about 50% cumulatively, with stocks declining every day while the put options moved closer to expiration, ultimately proving almost useless.
More troubling was that several positions ran into problems at the sa
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#GateCardTripleUpgrade Three Changes That Turn Crypto Spending Into a Rewards Engine
THE BIGGER PICTURE
Gate Card is moving beyond the idea of simply spending digital assets. Its latest rewards system combines cashback, points redemption, and tier progression, creating a structure where everyday purchases can also unlock additional digital-asset rewards. The program now offers eligible users cashback of up to 8%, depending on card tier.
1. SPEND → EARN
The biggest change is the six-level T0–T5 rewards structure. Cashback increases progressively from 1% at the lower levels to 8% at T5. The sys
GT-0.14%
V-0.34%
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Falcon_Official
#GateCardTripleUpgrade
THREE UPGRADES, ONE BIGGER ROLE FOR CRYPTO SPENDING
Crypto cards are moving beyond the basic idea of converting digital assets into everyday payments. Gate's latest card enhancements combine higher cashback potential, a redesigned tier structure and support for 3,000+ tokens and multi-chain assets, giving users more flexibility in how they spend and earn.
1 | TURN EVERYDAY SPENDING INTO REWARDS
The upgraded cashback system offers up to 8% cashback on eligible purchases. Rewards can be received in supported assets including BTC, ETH, USDT and Gate's native token, giving cardholders more choice over how their rewards are received.
The economics become more attractive at higher tiers. With a 1% card fee, qualifying users can potentially offset that cost through cashback, while monthly rewards can reach up to 250 USDT depending on the applicable tier and spending.
That changes the basic spending equation: everyday purchases can become another way to accumulate digital assets rather than simply an expense.
2 | TWO ROUTES TO A HIGHER TIER
The second upgrade focuses on simplifying card progression.
Users can qualify for higher tiers through spending activity or VIP status, meaning they do not need to satisfy both routes simultaneously.
Tier assessments are automated using the previous month's average VIP level or spending activity. The resulting tier applies during the following calendar month, creating a more predictable structure for users planning their spending.
This also connects two parts of the ecosystem that are often separate: trading activity and real-world payments.
3 | 3,000+ ASSETS BECOME SPENDABLE
The biggest expansion comes from the supported asset universe.
The card supports 3,000+ tokens and multi-chain assets, allowing users to spend a broader selection of cryptocurrencies without manually converting everything into a single payment balance first.
Behind each transaction, the system can select an exchange route at the time of payment, helping streamline conversion and reduce the friction created by different assets, networks and market conditions.
FROM WALLET TO EVERYDAY PAYMENT
The card is designed around everyday usability rather than crypto-only spending.
Users can access physical and virtual cards, with virtual card issuance available instantly. Support for major mobile-wallet services such as Apple Pay and Google Pay adds another layer of convenience.
Additional features include budget controls, spending notifications and AI-powered risk management, bringing familiar financial-management tools into the crypto payment experience.
GLOBAL ACCEPTANCE
The card can be used across a network of more than 150 million Visa merchants in over 200 countries, extending crypto spending beyond exchanges and dedicated digital-asset platforms.
Combined with tier-based fees and referral rewards, the broader ecosystem is designed to make the card useful for both occasional purchases and higher-frequency spending.
WHY THIS UPGRADE MATTERS
The important change isn't any single feature. It is the combination of rewards + tier progression + asset flexibility.
Higher cashback can improve the incentive to use the card. Multiple qualification routes make progression easier to understand. Support for thousands of assets reduces the need to keep funds concentrated in one cryptocurrency simply for payment purposes.
Together, these features push the crypto card closer to functioning as a daily financial interface between digital assets and traditional merchant networks.
THE BIGGER SHIFT
Crypto adoption does not depend only on trading. The next stage also depends on whether digital assets can become practical for ordinary purchases.
With up to 8% cashback, a dual-track tier system, 3,000+ supported assets and global Visa acceptance, Gate Card's latest upgrade targets that exact gap.
The direction is clear: make crypto easier to hold, easier to spend and more rewarding to use in everyday life.
#MyQixiTradingShare
#ContentMining
#GateSquare
@Gate_Square
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SoominStar:
Buy To Earn 💰️
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$ROBO Signal】1H breakout and retest confirmed, bulls continue their advance
$ROBO After surging on heavy volume at the 1H level, it pulled back, with the wick at 0.01723 quickly reclaimed. It is currently repeatedly testing while hugging EMA20. The 4H Bollinger Band upper rail at 0.0193 was just touched, while the MACD histogram continues to expand. The order-book buy ratio is 1.42, fully revealing the intent to support the price. RSI 4H is 74.81, overheated in the short term but not exhausted.
🎯 Direction: Long
⚡ Entry/limit order: 0.0192521 - 0.0193100
🛑 Stop-loss: 0.0191169
🚀 Target 1
ROBO17.65%
DOS3.70%
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🔹 The probability of the Federal Reserve keeping interest rates unchanged in September is 67.5.
gate liveLIVE
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$XRP is currently showing a weak short-term structure on the 15M chart.
Price is around $1.0015 after getting rejected from the $1.0073 area and gradually moving lower.
Key levels I’m watching:
• Resistance: $1.0038–$1.0059
• Major resistance: $1.0073
• Support: $1.0004
• Key psychological level: $1.00
For now, XRP is trying to stabilize around $1.00.
A clean reclaim of $1.0038 could bring buyers back in, while losing $1.00 may increase short-term selling pressure.
No need to chase the move. Let the price confirm the direction first.
#GateLaunchpool141MDOS #TetherReservesExceedLiabilitiesBy6.
XRP-0.13%
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CodeReview:
XRP keeps making false breakouts followed by real pullbacks. If it falls below 1.00 this time, there is still 0.98 before 1.05 below—be cautious.
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Happy weekend fam!
Another weekend to touch some grass
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I’m long on $ONG with my stop-loss set at 0.0439.
ONG2.24%
CryptoTuhin
1/50
Futures
30D ROITrader PnL
+1.05%
+3.15
Win Rate
--
AUM
50
Copiers PnL
--
ONGUSDT
Long
Cross 10X
Return %
+3.05%
Entry Price(USDT)
0.04555
Mark Price(USDT)
0.04569
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$CYS After CYS bottoms out and rebounds sharply, should you chase the rally or stay bearish? How should you trade?
Looking at the chart, it quickly rebounded from around 0.84 to around 1.50. The short-term gain is already very large, and the price has returned to the previous trapped-holder zone, with the market entering a phase of bullish-bearish contention.
My bearish view is mainly based on several points:
The rebound has been too rapid, and short-term profits have already accumulated, creating a need for many low-level holders to take profits. After the price reaches around 1.50, the previ
CYS63.23%
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BrotherGuanLeadsTheTrades:
GCK ⬆️ 0326 ⬆️ 🌏
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As of 3 p.m. on August 15
Niu Lai's cumulative box office has reached 298k, and is about to surpass 300k!
Because it was so utterly bad, it instead sparked everyone's curiosity to see for themselves...
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$TUT TUT kept falling, with short sellers continuously harvesting profits. Ever since topping out at the highs, the direction has remained very clear.
The price kept fluctuating downward; each rebound offered an opportunity, only to be pushed back down by short sellers time and again. Several times along the way, suitable positions were sought to open shorts, and the profits from the declines were largely captured. #Gate7月增长Top1
The most comfortable thing about this kind of market is that there is no need to guess the bottom or chase shorts—just wait for a rebound to provide an entry.
At the
TUT-5.86%
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BrotherGuanLeadsTheTrades:
🐧🥚🥚 1185 394 470
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#StockTradingShareChallenge — The New Conversation Around Smarter Investing
Stock trading has entered a new era where technology, real-time information, social platforms, and retail investors are influencing the way people understand and participate in financial markets.
The #StockTradingShareChallenge can be a powerful opportunity to encourage people to share their trading knowledge, strategies, lessons, market observations, and personal experiences. The goal should not be about blindly following someone else's trade. It should be about learning how markets work, understanding risk, and makin
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Thanks, Lao Ma, for the salary you sent!
I didn't receive it!
Thanks to Lao Ma for encouraging me to continue creating and using the X platform in this way!
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Live Bitcoin and Ethereum Market Overview Today
gate liveLIVE
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$BTC 【BTC 1-Hour Market Brief | August 15, 2026】
Key support: 62,900
Lower support: 62,700
Short-term resistance: 63,150
Short-term outlook: Bears remain in control, with price nearing key support
BTC is currently trading below the MA20 and MA60. A lower high has formed on the 4-hour chart, while the 1-hour moving averages have formed a death cross. RSI is around 40, MACD is in negative territory, and the decline is accompanied by increased volume, indicating that short-term bearish momentum is still strengthening.
If support at 62,900 fails, the market may continue testing 62,700; only a move
BTC0.29%
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I personally feel it could rise to around 0.2. If this rally shakes out some people and it doesn’t reach that level, disregard what I said.
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Dear, this week’s U.S. stock gainers list looks truly crazy~
Of course, if you only look at the broader market, it’s actually not particularly dramatic
SPY rose 0.48% this week
Q rose 1.20%
IWM rose 1.52%
The Dow even fell 0.35%
But once you look at the individual stock gainers list, it’s a completely different world
No. 1 XHG surged 291.75% in one week
SCKT rose 203.03%
BANL and XHLD also gained nearly 200%
Even QMCO, ranked No. 8, still rose more than 116% this week
This actually says a lot about one of the market’s current characteristics:
The indexes look calm and uneventful, but the money
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As crude oil prices rose, trader 0x0000's BRENTOIL short position was fully liquidated, resulting in a $1.33 million loss.
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GateTop1GrowthInJuly
🔥 #GateTop1GrowthInJuly — JULY BELONGED TO GATE 🔥
July 2026 was not just another month for Gate. It was a statement.
While the broader crypto market faced a sharp slowdown and spot trading volumes across major exchanges dropped significantly, Gate continued moving in the opposite direction — expanding across derivatives, RWA, TradFi, ETFs, Web3, AI trading, prediction markets, payments, and primary-market products.
That is what makes Gate’s July performance so powerful: this was broad-based growth, not growth driven by a single product.
📈 DERIVATIVES MOMENTUM
Gate reco
AKE20.27%
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$AKE UPDATE
I closed this position a few hours ago already..
If I spot a solid entry, I’ll definitely tweet it, my bros... 🤝
AKE20.27%
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