AI took 64% of global VC funding in Q3.
$102B out of $159B.
And somehow the money is getting more concentrated at the same time.
27 companies raised $1B+ rounds and absorbed roughly a 1/3 of all global funding. $100M+ rounds made up almost 90% of late-stage financing.
Frontier AI is starting to look less like normal software venture and more like heavy industry with absurd upfront costs.
Compute, datacenters, training, talent + distribution all need to be financed before anyone really knows where margins settle which is crazy.
So we can have thousands more AI startups while the number of comp

October 22 Contract Strategy $SPCX
Direction: Short
Initial Entry: 156 - 158.5
Take Profit: 150 - 144
Entry Rationale: The 1.3 billion shares unlocked today create direct selling pressure; the valuation of 87x sales far exceeds the industry average; Q4 capital expenditure of 40 billion worsens the cash flow shortfall; analysts reiterated “underweight.” The focus is on shorting rallies.
#Gate第三季度报告出炉

coindcx says the wallets that just moved 15.8M USDT were compromised in july 2025 and have nothing to do with the exchange
Arkham labels that deposit address as coindcx and shows it getting gas from a coindcx hot wallet on may 4 2026, ten months after the hack
one of those two stories has a hole in it

Open futures bets in $BTC shrank 6.58% in the 24 hours to Oct 22, far more than its 2.06% price drop. Every major on our board shed bets, and with funding near 0% neither side is paying up to stay in.

BTC has fallen again. Why aren’t quant traders in a hurry?
Yesterday, BTC was still pushing toward $85k, but today it turned lower again, and ETH pulled back too. More interestingly, over the past 3 trading days, U.S. spot BTC ETFs saw cumulative net inflows of about $1.08 billion, yet the price still couldn’t hold steady. Anyone trading futures should be familiar with this kind of market: you see a breakout and jump in, only for the price to pull back; you get stopped out, and the price rises again. That’s why, when we do quantitative trading, the first step isn’t to guess whether prices will

Two plays I’m positioned in from @torchpaddotfun right now:
$LYRO - the first-mover utility play bringing fixed-rate BTC financing to RH Chain.
robinhood:0x701d277984550745df2a53dcc15079cc1e2d1111 - the #1 meme + mascot on the pad.
Completely different theses, but both make sense IF robinhood:0x000050e18ffa3f8f7ad170eb9cef160eb3ed1111 keeps growing.
With LYRO, the product thesis keeps getting stronger as the team just keeps SHIPPING. Go check @LyroFinance’s page and see what they’re building.
TORCHY is the obvious mascot meme of the ecosystem.
If the pad starts pushing again, I think BOTH can

Bought too much on the dip, and now there’s not enough fuel left to burn

The Nasdaq surges 1.05%! AMD and Nvidia rally together—is the AI bull market really back?
U.S. stocks suddenly sprang back to life! The Nasdaq closed up about 1.05%, AMD gained about 3.4%, and Nvidia rose about 2.5%. Even crypto-related stocks took off. MSTR jumped about 7.5%, and COIN rose about 3.6%. Tech stocks, chip stocks, and crypto stocks all climbed together, making it feel as if the market had found its bull-market groove again.
But here’s the question: Is this the start of a new rally, or did the bulls quietly throw a party while the bears were napping?
I. The AI story isn’t over, an

The coin I mentioned before is going up!$MAGM I’ve mentioned this coin many times—when it was on the “Top Losers” list and later when it made it onto the “Top Gainers” list. As the price fell, I said it was worth waiting for the right time to enter. The main reason is the supply zone, and price volatility seems likely to increase. I think that if it gains strong momentum and more people start shorting it, the price could break above $2. My expectations remain unchanged.
$IRY It was on the Top Gainers list yesterday, and it’s still on the list today. Since the price level I mentioned yesterday,

$SOXL The data looks off. It plunged from 105 to 91 in a day, down 9.68%, with $25.12 million in trading volume—that’s not an ordinary pullback; someone is aggressively dumping. I remember this is a 3x leveraged semiconductor ETF. An intraday drop of nearly 10% means the underlying SOX index saw concentrated selling of more than 3%, and the low of 91.33 was just $1.5 below the current price of 92.83, which shows nobody dared to step in before the close.
There are three possible explanations—pick the one you believe: One, institutions are rebalancing leveraged ETFs. The harder they fall, the mo

Jingyan SMC Gold Intraday Analysis | October 22 (Evening)

BTC, TSLA, META, NFLX, AMD, SUI, BAT, OIL, SPX, NASDAQ, VIX, US10Y, KOSPI, CHINA: Live TA
Watch now 👉
Tesla and Meta earnings are in focus, and The Trading Parrot flags a Tesla bull trap inside a weekly squeeze. We also run technical analysis on SUI, Basic Attention Token, Netflix, AMD, Meta, oil and 10-year yields, with Bitcoin, the S&P, VIX and China in focus. Watch the full session to see every level and setup.
00:00 Bitcoin Liquidity Sweep and QFL Signals
03:08 Bitcoin 4-Hour Gartley and Support Breakdown
06:54 Bitcoin Daily Revenge Rally and MACD Cross
09:15 Bitcoin 4-Hour Close and 87K

The battle for monthly resistance continues - but once the bulls win, the bull market really kicks into high gear.
Patience is my game until then.
$BTC

Liquidated again. I’m done for now—I just can’t take getting liquidated over and over again.
-

$PI Today's data from 8 exchanges.

Betrayed the Samoyed in my profile pic~ Got a little Border Collie named Chestnut
Chestnut learned to shake, sit, and lie down in about twenty minutes. She's scary smart, with her eyes darting around; I always feel like she's plotting something
Chestnut can understand commands now, but often can't figure out exactly what I want her to do
These days, once I wake up, I pretty much head to the office to trade
Then I take her out for a training session in the evening
Living the dream
Any bros here who've raised a smart little dog like this?
She seems to have so much energy whenever she wakes up ea

$HYPE
The price reacted to the retest of the downtrend line, which is now acting as support. So I’ll enter here for a bounce, set a tight stop-loss, and aim to catch a strong rally above 100. hype hypeusdt

After a 20% loss, why does it take a 25% gain to break even?
Many traders know that losses are painful, but tend to underestimate their impact on an account’s ability to recover.
Suppose your account has $10,000.
Your first trade loses 20%, leaving you with $8,000.
If the account then gains 20%, how much will it be worth?
$8,000 × 1.20 = $9,600.
You’re still down $400.
This is an easily overlooked mathematical fact:
The percentage loss and the gain needed to break even are not symmetrical.
1️⃣ The larger the loss, the greater the gain needed to break even
Assuming no additional deposits, withd