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🔹Elon Musk draws up another trillion-dollar blueprint! SpaceX's computing power could exceed 13 gigawatts next year, with ARR targeting $1 trillion!
🔹SpaceX's third-quarter revenue beats expectations! With the space economy adding to AI computing power, how much could Elon Musk's business empire be worth?
🔹Elon Musk personally discusses a Tesla-SpaceX merger! If the two giants join forces, will Tesla's stock be repriced?
🔹South Korean stocks open sharply higher! KOSPI rises nearly 2%; are chip stocks rallying again?
🔹Anthropic rakes in $16.3 billion in six months! Future computing commitments could reach $750 billion—is the AI giant printing money or burning it?
🔹Progress in Russia-Ukraine peace talks! Yet BTC trades sideways and U.S. stocks are mixed—why is the market unconvinced?
🔹Bitmine stakes $390 million worth of ETH at once! Nearly 160k ETH locked up—what are big investors betting on?
🔹ETH staking hits an all-time high! 35.9% of supply is locked up—will reduced circulating supply trigger the next rally?
🔹Another meme coin dark horse emerges on Solana! Kimchi's market cap tops $40 million within an hour of launch—is the next get-rich-quick legend here?
🔹KOL view: AI infrastructure valuations are severely disconnected from fundamentals! Serenity says the opportunity to build positions may be back—is the AI stock selloff creating a golden buying opportunity?
🔹Citadel strategist sees AI money flowing back in! Will tech stocks see a new wave of buying after the U.S. midterm elections?
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#StriveHoldingsRiseTo36818BTC #WCTCS9 Strive now holds 36,818 BTC: the numbers behind the accumulation, and what they can and cannot tell the market
Strive's Bitcoin treasury just crossed 36,800 BTC, and with BTC near $81,791 the question is whether steady corporate buying changes market expectations. Here is the data first, then my read.
The purchases
Strive added 1,223 BTC between October 14 and 16 for roughly $100 million, at an average of about $81,734 per coin. That follows 2,822 BTC bought on October 12 and 13 for $235 million. Together, 4,045 BTC were acquired between October 12 and 16 for about $335 million, at an average of roughly $82,803 per coin including fees and expenses.
The holdings jump
Holdings rose from 29,462 BTC before the three recent transactions to 36,818 BTC, an increase of about 25%. At today's $81,791, the stack is worth roughly $3.01 billion by my math. That puts Strive ahead of MARA Holdings' reported 35,577 BTC treasury.
My math on the week's cost basis
The latest 1,223 coins were bought at $81,734, so at $81,791 they sit almost exactly at breakeven, up about $70,000. The full 4,045 BTC blended at $82,803 is about 1.2% above today's price, an unrealized paper loss near $4.1 million. That is small against a $335 million purchase, and it shows Strive was buying near the middle of a volatile week, not at the lows. The overall cost basis of all 36,818 BTC has not been disclosed.
How it was funded
This matters as much as the buying. Strive raised about $369 million through warrant exercises and issued 13.7 million common shares. It also priced a $630 million offering of 15% SATS preferred stock on October 15, set to settle October 20. The 15% annual dividend rate adds an ongoing financial obligation. By my calculation, that is about $94.5 million a year on $630 million. If all of it were deployed at today's price, it would buy roughly 7,700 BTC, though the company has not said how the proceeds will be used.
One reassuring detail: holdings rose 12.3% over the period, keeping bitcoin per share broadly unchanged, so existing shareholders were not significantly diluted in BTC terms.
The race for position
CEO Matt Cole said the company could finish 2026 as the second-largest public Bitcoin holder, behind Strategy's 848,250 BTC. The next target is Twenty One Capital, which held 43,514 BTC in early October, a gap of roughly 6,700 BTC. The Block notes Strive would need to acquire an average of around 700 BTC per week to surpass Metaplanet's stash.
The scale of the buying
Strive's five-day pace works out to about 809 BTC per day. At the current 3.125 BTC block subsidy, miners produce about 450 BTC a day, so Strive absorbed roughly 1.8 times daily issuance that week. That is a meaningful demand source. Still, the pace has been uneven, and broader institutional demand remains uncertain.
Does continued accumulation strengthen market expectations
My honest answer is partly. Corporate treasury buying is supportive: it shows large buyers stepping in during weakness, it removes coins from liquid supply, and it feeds a narrative of institutional conviction. But the price record this week shows its limits. BTC ranged from about $79,842 to $84,324 during the very days Strive was buying, and it is still testing the same resistance. Demand of this size supports dips, but it does not by itself set direction.
The risks to the model
First, the funding loop depends on equity markets. Warrant exercises and preferred sales work best when the stock trades well. Second, a 15% dividend is a fixed cost, so lower BTC prices would stress the model. Third, concentration matters, since a few treasury companies have driven a large share of recent demand.
Chart context at $81,791
BTC sits just below resistance at $82,538, with $84,049 to $84,250 above it. Support sits at $81,000 and then the 50-day EMA near $80,443. A daily close above $82,538 would be the first sign that the accumulation story is feeding into price. A close below $80,443 would put $79,694 back in play.
What I will watch next
The settlement of the SATS offering on October 20, the next weekly disclosure of purchases, how much of the new capital goes into BTC, and whether peers such as Strategy and Metaplanet keep buying. The Fed meeting on October 27-28 is the next macro test.
My take
Treasury accumulation is a real tailwind, but it is one input among many. I would treat it as a supportive floor, keep size modest, and wait for price to confirm above $82,538 before leaning bullish.
Share your own view below: does steady corporate buying change your outlook, and which level are you watching.

#UnitreeTechSurges18% #WCTCS9 Unitree's 18% jump: a debut-to-now timeline, and why this bounce is different from the first one
Unitree Robotics rose as much as 18% on Monday, October 19, in Shanghai. The number is eye-catching, but the story makes more sense as a timeline, so here is the path from debut to today and what the latest move says about the humanoid robot theme.
August 19: the debut
Unitree listed on Shanghai's STAR Market as the first humanoid robot maker to go public on a mainland exchange. The stock was priced at 150.8 yuan and closed its first day at 845 yuan, up 460%, valuing the company at about $50 billion. Nearly 9.8 million valid retail accounts applied for the IPO, the highest participation recorded for a public offering since the STAR Market launched.
The fade
The after-party did not last. Shares nearly halved within weeks of the debut, and the listing still looked expensive against sales. By October 15, the stock closed at 405.10 yuan, a market value of 163.849 billion yuan and the lowest level in two months since listing. By my math, that was about 52% below the debut close of 845 yuan.
October 19: the catalyst day
Two policy catalysts arrived together. China's Ministry of Commerce and eight other departments issued a joint opinion on technology-driven commerce, calling for a higher application level of embodied AI in home services and trade logistics. Separately, the first batch of six national standards for humanoid robots will take effect on April 1 next year.
The stock responded. Shares surged 16.15%, the biggest single-day gain since the debut day, with market value topping 200 billion yuan. Intraday, the move widened to about 18%, with the price near 504 yuan. Working back from that figure, I estimate the close near 496 yuan.
The numbers after the bounce
At roughly 496 yuan, Unitree is about 229% above its IPO price of 150.8 yuan, about 41% below the debut close, and about 22% above the October 15 low. That is a large rebound, but still well inside the post-debut range.
Who was buying
The trading data shows a real contest. On the Dragon and Tiger list, three brokerage seats bought a combined 164 million yuan of Unitree, while two seats, including a Goldman Sachs branch, sold 93 million yuan. The net is about 71 million yuan of buying by my calculation. Both sides were active, which suggests conviction on each side.
It was not only Unitree
Breadth was strong. In Sina's humanoid robot concept, 68.3% of the 458 stocks other than Unitree rose, and turnover was 180.47 billion yuan, 12.56% of the day's total and 6.3% higher than Friday, even as the overall market traded 7.59% less. Robot stocks drew more attention on a day when the broader market cooled. That is a theme rally, not a single-stock squeeze.
Why fundamentals matter now
The theme needs numbers behind it. Unitree reported cumulative production of about 18,000 bipedal humanoids as of July, according to media reports. Its prospectus showed more than 5,500 humanoids shipped in 2025, a 32.4% global share. And Omdia estimates Unitree and AgiBot together accounted for more than 70% of the roughly 13,000 humanoids shipped globally last year.
The valuation question remains. One analysis from the weeks after the debut found a market cap about 147 times annualized sales at that point. That figure is from late August, so it is stale after the price move, but it explains why investors want proof.
The next test: October 29
Unitree is scheduled to release its third-quarter results on October 29, its first earnings report since going public. I see this as the key event. Revenue growth, margins and order visibility will matter more than policy headlines.
My scenarios
Constructive: the earnings confirm rapid revenue growth and improving margins, and the stock holds above the 470 to 500 yuan area with sector breadth intact.
Neutral: results are in line, and the stock trades with the theme, between the October 15 low and the recent high.
Cautious: weak margins or slowing orders send the stock back toward the 405 yuan low, since sentiment has been reversing quickly.
A safety note
STAR Market shares are not directly tradable for most non-Chinese retail investors. If someone offers Unitree exposure outside the official market, confirm exactly what the product is, who issues it and how it tracks the stock before taking part.
How I would handle it
I would watch breadth as much as price. If more than half of humanoid stocks keep rising on Tuesday, the theme has momentum. I would size small ahead of October 29, avoid chasing intraday spikes, and treat policy headlines as catalysts that can fade.
The broader link
Asian technology is searching for a new leader after a heavy AI-chip sell-off. A move like this shows capital rotating toward the robotics story, which is useful for traders watching risk appetite across markets, including crypto. @Gate_Square