Just asking because I’m not sure: Is this the interaction with the most users? Does that mean a higher proportion of impressions came from verified accounts?

Alphabet’s total holdings were worth approximately $88.3 billion in the third quarter, down about 10.9% quarter over quarter. It added 4 positions and exited 3 stocks, with its top 10 holdings accounting for 99.48% of the portfolio.

The portfolio is highly concentrated and shrank overall, yet it casts Qualcomm as a new frontier in AI chips. With SpaceX making up 94.78% of the portfolio, this so-called new frontier looks more like a small testing ground outside SpaceX.

$BTC

Aave to Vote on Babylon BTC Collateral for V4
LlamaRisk has put forward a proposal to cap collateral at 300 BTC. However, actually bringing this change to market would require a separate onchain governance vote.
⚠️ Personal market analysis only. NFA — manage risk and DYOR.
Educational content, not investment advice or a recommendation to buy, sell, deposit, or withdraw any asset. No paid promotion or referral/affiliate links.

ETH fell harder than BTC! Is a 5.5% drop an opportunity or a warning sign?

This market move is interesting: BTC fell about 4%, while ETH dropped around 5.5%. The big brother is still trying to keep things steady, while the second brother has already hit the deck. Major coins like SOL and XRP also fell, and market risk sentiment clearly cooled.

ETH's larger drop suggests the market's risk tolerance for high-volatility assets is declining. But that doesn't mean ETH's fundamentals suddenly deteriorated, nor can we conclude from a single day's drop alone that capital has completely left.

What r

Is Reducing Positions Now Too Timid? What Is Smart Money Waiting for Behind BTC’s Pullback?

The hardest thing in crypto isn’t making money—it’s keeping your hands off your positions during a downturn. BTC is down 4%, ETH is down 5.5%, and major coins are under pressure across the board. The market is starting to hear two different takes: one sees this as a buying opportunity, while the other believes the risks haven’t fully played out yet.
What really deserves attention isn’t who is shouting the loudest, but what the money is actually doing.
If global risk assets remain under pressure, instit

Thesis: As the stock market out prices a majority of people they will seek out derivative assets for leverage upside. One only up chart is $MNST - which is why I decided to have some exposure to solana:JATk4idqfAyU21F6w3xf2Rbyj9j8FnYxVWLMfoweqExh.
Do it for the culture.
DYOR NFA

If someone like this were your girlfriend, how many times could you fuck in one night?

#每周来晒
📉 The US Stock Market Sell-Off: What Should Investors Learn?

Thursday's trading session was a strong reminder of how quickly market sentiment can change. The Nasdaq dropped 5.5 %, the S&P 500 lost 4.4 %, and the Dow Jones fell 3.4 %. Technology and semiconductor stocks experienced some of the heaviest losses. NVIDIA, AMD and other companies connected with AI infrastructure came under serious selling pressure. When I see such movements, I do not immediately think that the entire technology sector has lost its future. I believe it is more useful to understand what made investors change

Wall Street is starting to crunch the numbers again! AI is burning cash, valuations are too high—will tech giants have a hard time this time?

In the past, Wall Street was quite forgiving toward tech giants. As long as the growth story was compelling enough, investors were willing to assign high valuations.
But market sentiment is changing.
The AI industry requires massive investment, with data centers, chips, and power infrastructure all demanding substantial funding. As companies continue to increase capital expenditures, the market is naturally asking: when will these investments generate e

Is Nasdaq in trouble? Tech giants are under pressure across the board—is the U.S. stock bull market at a crossroads?

Nasdaq has always been the key barometer watched by tech investors. When tech giants perform strongly, they can often lift the entire market; but when tech stocks come under pressure across the board, the market can also be affected by a chain reaction.
Why are tech stocks especially prone to sharp volatility?
One reason is valuation. The share prices of many tech companies have already priced in growth expectations for the coming years. Once investors begin to question future

U.S. stock investors can't sleep a wink! These 3 warning signs could determine what's next for tech stocks!

How long will the tech stock correction last? No one can give a 100% accurate answer right now.
But investors can focus on three signals that may help determine whether the market is heading toward a deeper correction.
First signal: corporate earnings. If tech giants report weaker-than-expected results or lower their future growth guidance, the market may further reduce valuations.
Second signal: U.S. Treasury yields. If yields continue to rise, high-valuation growth stocks may face gre

$ETH Currently at 2238.45, up 0.33% over 24H, with a range of 2210.17–2254.25 and trading volume of 284 million. The 1H outlook is weak (RSI 49.52, price below EMA20 at 2241.67); the 4H outlook is weak (RSI 18.48, price below EMA20 at 2281.37). Volume ratio: 0.10. Holding above the 2254.25 resistance could signal further upside; breaking below the 2210.17 support would weaken the short-term outlook. Review whether price can hold above 2254.25 and whether it can recover after losing 2210.17. With volume at just 0.10x, a single break needs confirmation from participation; failure to recover woul

Bitcoin Mining Stocks Drop 35% as VanEck Calls It Oversold
Bitcoin mining stocks that have expanded into AI data center infrastructure fell an average of 35% in October. VanEck says the selloff was excessive and that market fears have pushed valuations below what existing business fundamentals would justify.
Concerns about rising borrowing costs at AI computing companies spread to Bitcoin miners, even though no signed lease agreements were reported as cancelled. Limited electricity capacity and lengthy grid connection delays could give miners a competitive advantage as demand for AI computing

Wow. According to FundaAI, SpaceX has ordered 6,000 racks for 2027 just for space-based data centers.
They’re planning to launch 1 GW into space!

What’s the easiest thing to misread when the two timeframes for $HYPE haven’t aligned yet?

$HYPE is currently priced at 78.689, up 2.002748107435437% over 24 hours, with an intraday high of 79.434 and a low of 76.848. The 1-hour trend is relatively strong, while the 4-hour trend is relatively weak. The two timeframes have not aligned, and the direction is not yet confirmed. Reading a shift on the 1-hour chart as a rebound or pullback could turn a short-term move into a misreported trend reversal.

The easiest thing to misread in this divergence is not the price itself, but looking only at the

The stronger the nonfarm payrolls, the more nervous the stock market? The Fed may once again keep investors up at night!

The most interesting thing about financial markets is that sometimes good news is good news, and sometimes good news is bad news.
The U.S. added 165k jobs in October, far exceeding market expectations, while the unemployment rate fell to 4.1%. At first glance, the U.S. economy looks to be doing quite well.
In theory, job growth and a falling unemployment rate should be cause for celebration. But Wall Street hasn't let its guard down completely.
The reason is simple: a labor

Anthropic points out that memory is fundamentally a prediction about the future: recording a verified rule means the model expects to rely on it again. The research suggests this mechanism can significantly improve performance on long-horizon tasks.

Defining memory as a prediction of future usefulness turns both “forgetting” and “remembering” into engineering decisions: Claude doesn’t save everything, but writes something down only when it thinks it will be useful again. This helps with long tasks, but it also means users shouldn’t assume every interaction will be remembered permanently.

$BT

Gold is smiling, while US stocks are crying? A wave of safe-haven buying is intensifying, and global markets are being reshuffled!

When the stock market experiences significant volatility, investors often look to other assets to diversify risk. Gold, the US dollar, and US Treasuries have therefore become focal points for the market.
But safe-haven trading is not simply a matter of moving money from one place to another.
Gold may benefit from safe-haven demand and falling real interest rates, but if the dollar strengthens and bond yields rise, gold may also come under pressure.
The dollar’s pe