By 2032, the current AI buildout math wants roughly 183 GW of capacity earning ~$6.90 per billed GPU-hour at 80% utilization.
That is a huge amount of infrastructure that has to stay busy.
Van Nieuwerburgh’s central case assumes a ~$9.6T capital base, 10% unlevered returns, 50% operating cash-flow margins and a six-year IT equipment life.
Under that setup, the system needs $3.725T in annual revenue, around 9.2% of projected US GDP.
Move the assumptions around and that hurdle runs from $2.3T to $6.7T.
Meanwhile models keep getting cheaper to run, inference stacks keep improving and more capacit

Whale opened a short 🐋 $BTC ‌ ‌ ‌
A whale trader opened a short position on Bitcoin today totaling $30 million.
The major market player is already seriously preparing for a new wave of correction.
As I noted above, the priority will still be the downward movement, as the short trend has not been broken.
This is another confirmation of my current setup.
#GateAtTOKEN2049 #GateWCTCS9GlobalTradingCompetition #EthereumUpOver71%inQ3

Looks promising 🥂
$BTC liquidation looks thick above 87K.
Might still sweep 80K because why not...

Morgan Stanley Buys Again: Bitcoin Holdings Surpass 10,639, Worth $880 Million
Arkham$ARKM monitoring data shows that two days ago, Morgan Stanley again increased its holdings by approximately 91.685 BTC$BTC through its spot Bitcoin ETF MSBT.
As of now, its total Bitcoin holdings have risen to 10,639 BTC, currently worth approximately $880 million.
Several points are worth noting:
First, the accumulation has been ongoing. This is not a one-time purchase, but continuous accumulation. It previously surpassed 8,000 BTC and has now reached 10,639 BTC.
Second, institutions are quietly building po

$US This piece of trash got liquidated 3 times yesterday and lost again today...‼️
You fucking lowlifes

These still look like a small deal, but @peaq is expanding its list of onchain machines every month more
The adoption line will take a parabolic route eventually
And so will $PEAQ 's price

$INJ /USDT BULLISH MOMENTUM
The breakout is in. INJ has cleared the ascending triangle with significant volume.
Price is now testing the breakout zone, with the Ichimoku cloud adding support.
A successful retest could fuel the next upward move.
#GateAtTOKEN2049 #LedgerLossesNear90Million #EthereumUpOver71%inQ3 #GateNetInflowRanks3rd

Multiple Ways to Win, Up to 85 XRP per User https://www.gate.com/campaigns/6564?ch=8402&ref=VLARBF1YAG&ref_type=132&utm_cmp=GUDs9wor

$SOXS Rejects Near the Highs Short Setup Building
Pair: $SOXS /USDT
Direction: SHORT
Entry Zone: 34.17
Take Profit:
- TP1: 33.31 +2.5%
- TP2: 32.73 +4.2%
- TP3: 31.87 +6.7%
Stop Loss: 35.32
Chart Structure:
- SOXS rallied hard from ~28 up to a local high near 35.8, pulled back, then pushed up again into the same resistance area now stalling right at entry with MA7 (orange) flattening and price unable to extend further
- Price remains well above MA99 (purple), so the broader move is still up this is a pullback/fade trade against an extended rally, not a trend-reversal short
- RSI(14) rolle

Public subscriber portfolio? Ready to shop again!!
Is this just a coincidence or not?
This altcoin chart is following the plan perfectly so far.
From the initial purchase in the portfolio: entry 1 rose +174%, then post-entry 2 rose +64%.
Buying again now: entry 3 potential: 20–70%
This is one of three purchases today. Curious? Just check the subscriber room.

$RLC This needle really hurts. In 24 hours, it plunged straight from 1.1870 to 0.8236, closing at 0.9502 after falling 9.21%, with $359.5M in trading volume—this was a high-volume drop, not a shakeout; someone was genuinely selling.
First, let me review my own trade. Yesterday, when I saw it surge to 1.18, I got carried away and chased it around 1.12. The reason? “The volume has picked up, and I’m afraid of missing out.” What happened? I was trapped as soon as I entered. When it dipped as low as 0.82, I panicked and cut half at 0.88. I’m still holding the rest at 0.95. The lesson is simple: a

#Gate净流入1.26亿美元位列行业第三
💰 $126 MILLION IN NET INFLOWS: WHY GATE DESERVES ATTENTION AND WHY GT IS MY TOP WATCHLIST PRIORITY
1. 🚀 $126 MILLION IN NET INFLOWS: GATE’S GROWING MOMENTUM
Gate reportedly recorded approximately $126 million in net inflows over the past month, ranking third among centralized exchanges globally. With more than 61 million users across 150+ countries and regions, Gate continues to strengthen its presence in the digital asset industry.
For me, this development deserves attention because capital flows, user adoption, liquidity, and ecosystem growth are important factors w

Pi SDK is easy. Even a beginner can build a Pi payment button. Should I do a tutorial thread next? #PiNetwork
#Gateio
#ShareWeekly

During the October holiday, I went to see many ruins.
A few thousand years ago, ritual sites and burial grounds were all built together. Then layers of soil were piled up one after another.
The closer a burial was to the ritual site, the more prestigious it naturally seemed—much like how real estate values location.

What should be done if someone wants to use a place where people were already buried?
Those buried there earlier were usually people of no ordinary status.
Then the people buried there earlier had to be respectfully brought out and reburied to the side.

Most of those who would

Is the funding rate of $RAD going to zero because longs are retreating or shorts are closing in?
First, the answer: This is a signal of exhausting short momentum, not the beginning of a long rebound. RAD is currently priced at 0.314, down 12.54% over 24 hours, but the funding rate is +0.0000%—with such a sharp decline, the rate has not turned negative, indicating that shorts have not aggressively increased leverage to sell short. The pressure is more likely from spot selling or the passive exit of early long positions. MA5=0.3106 is already below MA20=0.3243, and the MACD histogram at -0.0028

Often, in an unguarded moment, we come across a passage of writing. We may only skim it hurriedly at the time, never imagining that throughout the long years to come, it will echo again and again, becoming a measure in our hearts.

Progress is usually quieter than people expect it doesn’t always look impressive while it’s happening
Most of the real movement happens in the ordinary, repeated actions that no one is watching
The noise comes later if it comes at all

in 26 minutes I am going to open a 1000x delta neutral pair of atomic positions, ride one to liquidation and the other one so far past valhalla that I get to immediately do it again a couple hours later except at 10x the size, then repeat compoundingly until I perp my pants