#Gate股票暢聊季 AI hasn’t collapsed; what collapsed is “narrative pricing”

The main shift in this pullback is that AI is moving from a “narrative pricing” framework to “cash flow pricing.” During the transition, the most profitable investments aren’t the purest AI stocks, but the companies that can turn capex into free cash flow.

I. How far have stocks fallen?

The Nasdaq 100 closed at 27,740, down about 14% over three weeks. Last Thursday, it fell 6.36% in a single day, its biggest one-day drop since March 2020; the tech sector shed about $2.5 trillion in a day, and the Magnificent Seven lost a

Does this count as buying the bottom?$BTC ‌$ETH ‌#美国10月CPI即将公布 #美伊谈判出现新进展 #标普500创7个月最大涨幅

#AnthropicLaunchesNasdaqIPORoadshow
Anthropic has officially launched the investor roadshow for its highly anticipated initial public offering, marking one of the most significant capital-markets events of the AI era. The company, best known for its Claude family of frontier models, is offering Class A common stock on the Nasdaq Global Select Market under the ticker symbol “ANT.”

Offering Terms

The proposed offering consists of 825 million shares of Class A common stock. Of these, approximately 801.35 million shares are being sold by Anthropic itself, while about 23.65 million shares are be

#USIranTalksShowNewProgress
#USIranTalksShowNewProgress

The latest developments in US-Iran talks are attracting attention across the world. Any progress in discussions between the United States and Iran is important for international politics, global security, and financial markets. Investors, traders, and analysts are closely watching these developments because diplomatic progress can influence market confidence and reduce uncertainty.

The United States and Iran have faced several major disagreements over the years, including nuclear issues, economic sanctions, regional security, and diplo

11.11 ETH Setup Plan
On the 4-hour timeframe, after the sharp drop, the current move is a weak rebound. The moving averages above continue to exert downward pressure. This rebound is a correction within the downtrend, not a trend reversal, so consider shorting near resistance.
Entry zone: Enter short in the 2082–2090 resistance zone
Stop-loss: 2128 (a break above the long-term resistance moving average invalidates the bearish setup)
Take-profit
First target: 2050, short-term support; take partial profits on half the position upon arrival
Second target: 2005, previous low; exit the entire posit

Historical data shows that #Bitcoin has experienced significant corrections after US midterm elections.
In 2014, $BTC experienced its deepest drop of approximately 46.7% in 71 days; in 2018, it recorded a drop of about 50.6% in just 39 days. These two cases demonstrate the risk of prolonged and significant post-election corrections.
However, the events of 2022 offer a different perspective. #Bitcoin fell by about 14.9% on the first day after the election, but then recovered strongly, ending the 100-day period with a gain of approximately 28% compared to the closing price on election day.
For 2

☀️ GM! CPI data is out—does your trading plan need an update? 🔄
U.S. CPI rose 0.4% month over month in October, while core CPI rose 0.3%, both above expectations. The Nasdaq closed lower last night, and BTC briefly fell below $73K. 👀

📌 Today's featured topic: Inflation came in hotter than expected. What will you adjust next?
₿ BTC: Keep holding, or reassess the risk?
📊 U.S. tech stocks: After the pullback, which opportunities are worth watching?
⏳ Trading strategy: Adjust your positions, or wait for a new signal from PPI?

🎁 Share your market views or trading plan on Gate Square to recei

U Jie 11.11 Wednesday BTC$BTC Strategy

Entry: Short near 739-744 on a rebound
Stop-loss above 748
Target 733-727
Long if it stabilizes near 727 on a retest
Stop-loss below 72300
Target 73500

739-747 is the lower edge of the previous trading range. Support has turned into resistance, and several rebound attempts have failed to hold above it, with heavy selling pressure.
The market is waiting for the CPI data to come out. The inflation reading will directly affect expectations for Fed rate cuts, and investors are strongly inclined to stay on the sidelines. Buyers lack strength, and each rebou

Midnight, Charles Hoskinson's privacy chain, processed a record 89,443 transactions on November 9, more than one every second.
Its mainnet has now passed 1.8M transactions in total, up from 1M on October 27.
@MidnightNtwrk @IOHK_Charles

A guy DM’d me this morning: Is 72,700 the bottom?
I replied: Yesterday’s wick already had the answer written right there.

Yesterday’s low was 72,727, breaking below November 8’s 73,510 by $780. Then it rallied back to close at 73,796; today it’s currently at 73,648.

When price recovers after breaking below a level, that’s not a breakdown—it’s a test. It pierced the same level twice in 24 hours, which shows there are indeed buyers stepping in below.

But they’re just catching the fall, not buying. The funding rate just went from +0.0059% back to +0.008%, and not a single long has exited—the p

Google plans to bring real-time Safe Browsing checks to Chrome’s Incognito and Guest modes, covering both Standard and Enhanced Protection settings.

Incognito mode previously relied on a blacklist refreshed every half hour. Now it will send obfuscated URLs in real time, meaning private browsing comes with an extra “reporting” step.

$BTC

November 11 $ETH : The short-dominated market structure remains unchanged; rebounds under pressure remain opportunities to short.

【Today's Strategy】
Short entry range: Enter on a rebound to 2070—2090
Stop-loss: Above 2110
Take-profit: Target 2020—2000

【Core Rationale】
After probing a new low for this phase at 2002.75, the 30-minute chart began a weak rebound. The overall descending channel remains intact, and there are no signs of a shift in the short-dominated market structure. The MACD lines continue to run below the zero line. Although red histogram bars have appeared, their momentum is we

UK banking giant Barclays purchased an additional $54 million worth of Bitcoin, bringing its reported total holdings to over $165 million.
Barclays (traded on the London Stock Exchange as Barclays PLC) has previously explored digital asset frameworks, tokenisation, and payment integration, even as retail and card limits on cryptocurrency transactions remain strictly managed.
#ShareWeekly #BTC

11.11 Qiqi Talks Gold Morning Review: CPI headwinds linger, gold prices consolidate at lows awaiting a directional move!

Yesterday's CPI data came in higher than expected, weighing on gold prices. After touching an overnight low of 4013, prices rebounded to recover. This morning, they rose to 4041 before meeting resistance and pulling back; they are currently moving in a narrow range near 4030.

Short-term indicators show a tug-of-war between bulls and bears. After the sharp drop, the market has entered a consolidation phase. The broader bearish structure remains unchanged, and the rebound is

Why Have Cryptocurrencies and U.S. Stocks Plunged Together Over the Past Week?

Over the past week, global financial markets have seen a clear, synchronized pullback. Bitcoin, Ethereum, and many altcoins have remained under pressure, while U.S. tech stocks have also faced concentrated selling. This is worth watching because it may reflect not just an issue in one market, but a broader shift in global investors’ risk appetite.

I believe this downturn needs to be understood from five angles.

First, expectations for monetary policy have shifted. If the market believes the Federal Reserve will k

😂 Wow, $ANTHROPIC is really going public! It could raise up to $64.4 billion. Will Wall Street dare to take it on?

1. On November 10, Anthropic, the company behind Claude, officially kicked off its IPO roadshow. It plans to list on Nasdaq on November 19 under the ticker ANT. The offering price is $70–$78, making this a remarkable deal even by U.S. stock market standards.
2. But one detail stings. The market had previously been discussing a $1.5 trillion valuation; now the fully diluted valuation is at most around $1.4 trillion. With AI this hot, are investors starting to think it’s too expe