It think it's stupid that "AI Bubble" gets used over and over. In infra names you have:
- 1-3x fwd P/E memory companies from Samsung to $ESMT. With HBM players now having hyperscaler multi-year price floor LTAs.
- Optical companies like $POET traded -$97M under net cash. Valuing the operating business very negatively, not even at $0.
- While AI companies with larger premiums continue to record demand over the next 3-5 years. Such as the new $20B LTAs signed w/ $COHR to $5B LTAs signed w/ $LITE.
Can someone in the media honestly see negative EV high-beta optical companies, where 2 years of

How do you choose the right timeframe for BTC trading?

In BTC trading, many people switch back and forth between different timeframes every day. One moment they’re looking at 15-minute candlesticks for short-term opportunities; the next, they’re opening a 4-hour chart to try to gauge the swing trend. When they see a pullback on the daily chart, they start questioning their trading direction.

In fact, different timeframes represent different trading strategies. Choosing a timeframe that suits you is more important than blindly pursuing more trading opportunities.

First, long-term trading mai

Number of BTC whale holding addresses is increasing
Opportunities left for retail investors are limited
Blockchain watch page
New BTC holding address tiered fund pulse
Recently 30 days
Addresses holding 0.001–1 BTC decreased by -20,151
Addresses holding 1–10 BTC increased by +316
Addresses holding 10–100 BTC increased by +42
Addresses holding 100+ BTC decreased by -12
View details

Tracking the pulse of the number of addresses in different balance ranges
Identify the expansion, contraction, and structural migration of holding levels.
# Non-farm employment data pushes up rate hike expectations

Good morning!☕️
$AGORA hit a $1.2M ATH
All the important metrics that matter are growing, so seeing price follow doesn’t surprise me AT ALL.
Then we have $SENDU?
Our latest pick is already SENDU-ing 😂
Tommy from @AscendLaunch just liked a post mentioning it. 👀
Our community has been absolutely killing it on @Enter_Elysium so far. 🥂
And tomorrow?
@fomo + other larger platforms start going live on Elysium.
More liquidity is coming and like always, we're positioned early🥂

$PI I still believe Lao Si will deliver an unbelievable result for the global Pi community, capital, institutions, and crypto enthusiasts. From then on, it will be more than trust—they will have no choice but to believe, and he will become a godlike presence

ZEC at $1,260: The upgrade succeeded, so why are you still losing money?
NU7 is live, block time has been cut from 75 seconds to 25 seconds, and 12,000 ZEC have been permanently locked—but all the bullish catalysts have already played out, and the price has still fallen from 1300 to 1260. Just now, it was down 4% in 24 hours, with $1 million in long liquidations. Is this a classic “buy the rumor, sell the news” shakeout, or has the upgrade’s upside simply not been priced in yet?

Start with the surface: the bullish news is out, but the price has fallen.

NU7 was officially activated on Novembe

#KOR First time I've seen one hit a new low just three to five days after listing, lower than when it first appeared. Does this freak have a miracle up its sleeve, or is it just stubborn? What do you think

Damn, these numbers are so wild that my first reaction was to check whether there was something off with the methodology!

Menlo Ventures’ latest report completely upends the market’s assumptions: Chinese AI models account for 89% of global enterprise spending on open models. Kimi alone claims 61%, DeepSeek 15%, and Zhipu GLM 11%. Meta Llama, once the benchmark for open source, is left with just 7% of spending.

It may seem unbelievable, but once you break down the underlying payment logic, it makes perfect sense—and reveals a key trend in enterprise AI worldwide: inference use cases are becom

Added to my position today. Let's go 💪! 1H1 villa

This 16% bullish candle in $TA looks just like someone suddenly buying up an entire stall’s stock at the market just before closing—the vendor was left stunned. 24h trading volume is $25 million, with fierce turnover, but remember: a sharp rally on heavy volume isn’t a signal to chase; it’s an alarm telling you to get ready to sell in batches.
My strategy is simple: don’t get carried away at the current price of 0.1116. Wait for a pullback to the 0.104–0.106 range (the halfway point of today’s gain) and buy in two batches, with each position capped at 10% of your total funds. Set a stop-loss b

Late moornings chat <3

After BTC Rallies on Rising Volume, How Can You Tell Whether There Is Still Room to Rise?
In BTC trading, a rally on rising volume often attracts a lot of attention. Prices suddenly surge and trading volume increases noticeably, leading many traders to believe a new uptrend has begun. But the real question is: Is this rally the start of a trend, or a sharp rebound driven by short-term capital?
To judge whether there is still room for further gains, focus on four key factors.
First, see whether trading volume can remain elevated. If volume expands significantly as BTC breaks through a key resis

Bitcoin peaked over 13 months ago.
The 2017 bear market took roughly 12 months to bottom. The 2021 bear market followed a similar timeline. Yet Bitcoin is currently only around ~39% below its previous high, compared with 77%+ declines in those cycles.
Are we seeing a maturing market or simply delaying the inevitable?

The banter between these two is so vivid—it’s the ultimate showdown between “self-made” and “money talks”! 😂
Gates mocked Musk for only knowing how to buy companies, and Musk fired back: “Don’t make me buy Microsoft and fire you.” The funniest part is that the Altair Basic code that got Microsoft off the ground was actually copied from someone else...
But here’s the big twist: the screenshot of this exchange was actually photoshopped by a netizen (X officially debunked it), but that doesn’t stop it from being the internet’s best joke of the year.
#马斯克 #比尔盖茨 #InternetHallOfFame

Why Does Your Stop-Loss Always Get “Precisely Swept”? “I just got stopped out, and then it moved in the direction I originally expected.” Every futures trader has said this. The market isn’t targeting you; your stop-loss is just placed too “obviously.” ① Your stop-loss is where everyone else’s is: just below the previous low, at a round number, or at obvious support—everyone in the world places them there. Market makers don’t need to predict your moves; they just need to sweep a little lower to trigger a whole cluster of stop orders. Your stop-loss is liquidity in someone else’s eyes. ② A key

Futures Trading Tips | The Root of Restlessness and What Actually Works
Saying “keep your hands off” is as good as saying nothing. Restlessness isn’t a willpower problem; it’s a systems problem. Understand the mechanism, and you can solve it.
① Three real reasons you feel restless
Boredom: After staring at charts for too long, your brain needs stimulation, and placing a trade is the quickest source of dopamine.
Anxiety: When you’re out of a position, the fear of missing out feels worse than when you’re holding one.
Compensation: After losing, you want to win it back; after winning, you want mo

I have been watching macro risk closely, and chip sell plus mid vote is the real driver behind this risk off mood.

Chip makers are not just a sector story. They sit at the core of AI build out, data center spend, and hardware supply. When chip leaders guide softer, the whole growth story gets repriced. That repricing hits stocks first, then it hits crypto. Traders see it as a signal that big spend is cooling, margin pressure is rising, and future earnings are less certain.

In the last session, chip weakness pulled Nasdaq down hard. S&P followed. That move spilled to crypto because risk appet