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MARKET UPDATE
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LIVE904
The US put roughly 23x more private capital into AI than China.
Meanwhile, the 5 most-used models on OpenRouter were Chinese and processed around 74T tokens.
That’s a pretty wild split.
US labs are winning the capital race, but Chinese models are spreading through the part of the stack developers touch every day: inference, agents, coding tools and cheap API workloads.
If that keeps compounding, China doesn’t need to outspend the US to gain leverage. It just needs its models sitting underneath enough products.
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New long on $M
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$CRWV Booked 14.5% profits with one as well..
Entered 52 and exited 59.60..
What a few days it has been for us..
Join Subscribers section to get trades like this.
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CRWV+7.93%
$SOL continues to show strong network activity, busy trading platforms, and growing application revenue. Yet SOL is still trading below the $150 level.
Here's what I'm watching
• Strong Ecosystem: Solana continues to support DeFi, payments, meme coins, and other blockchain applications
• Alpenglow Upgrade: Its focus on faster transaction finality could improve the network experience
• Stablecoin Growth: Rising stablecoin activity could support further adoption
• Key Challenge: Weak market liquidity may slow SOL's recovery, even with strong fundamentals
The big question is whether fresh capital
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SOL-0.77%
I probably found the next biggest cult here. Shilled by Elon himself.
This might just be massive. Low cap.
$MOONX = SOON MOON
Ca: 28vWTtEwxoWp5MpHutAMSK5DeVf8xXk8jEEtbrtppump
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SOON-16.85%
I was just checking our proprietary Geopolitical Risk Dashboard for new developments.
And surprisingly, A LOT more areas are lighting up than most people would expect.
Hormuz is FAR from the only geopolitical risk active right now.
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What kind of investment opportunity is there in esports?
If you want to invest, watch the MLB World Series
The series is already 3:0
No team has ever won four straight games after falling behind 0:3 in the World Series
When their strength has no weaknesses and luck is on their side
How can the drunk lose?
@bagel_win @chessxyz
If you are holding $NOTHING then you should definately buy $EVERYTHING too
Chart is about to send Parabolic
Ca : 3AWS4czHiDg5J8AoJ3SxvtoH4Q1xENMAGTZpovPYpump
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VOID-16.69%
CRYPTO MARKET OVERVIEW
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LIVE904
$BTC The market has been choppy; the focus is on tomorrow night. If the market can’t fall over the next couple of days, a rebound is probably coming. Hold your longs firmly; the long strategy remains unchanged. Those without positions can enter on a wick; the levels are unchanged. Continue to focus on going long on a wick. I don’t want to just take a few points of profit and fob you off. Wait for my notice, then reverse directly!$ETH #BTC争夺8万美元关口
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BTC-0.65%
ETH-1.23%
Early Bitcoin Investor Warns BTC Could Be Hacked To Zero
Tech investor Chamath Palihapitiya, once a loud Bitcoin bull, now says the asset is capped and will eventually be hacked and fall to zero.
He cites a limited pool of buyers, security risks from leaked ownership data, and AI-driven attacks on cryptography.
⚠️ 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.
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BTC-0.67%
The Fed's decision to hold rates steady has largely been priced in. What will really move $QQQ , $SPY , $NVDA , $MU and the entire semiconductor sector is not the rate figure itself on October 28, but every word Warsh says at the press conference—especially his remarks on the December rate path, inflation, and the stance of monetary policy going forward.
According to the schedule, the Fed will announce its rate decision at 2 p.m. ET on October 28, followed by Warsh at 2:30 p.m. The current market consensus is that the federal funds rate will remain in the 3.75%–4.00% range. A Reuters survey o
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QQQ+0.01%
SPY+0.06%
NVDA-0.35%
MU-0.63%
AVGO+0.32%
$BULLA Down 58% in a day, with 329 million in trading volume and turnover through the roof—this isn’t a crash; it’s market makers aggressively shaking out weak hands and accumulating between 0.05 and 0.06. Look at the data: after a precise wick down to a 24-hour low of 0.0508, the price quickly rebounded to 0.0637. Bid depth is three times ask depth, while the number of addresses making large on-chain transfers to exchanges is actually falling. My take: bullish in the short term for a rebound. Enter in batches between 0.058 and 0.062, set a stop-loss at 0.049 (admit you’re wrong if it breaks
BULLA+10.92%
$CRML Today’s 27% bullish candle has already prompted people in the group to call it “the halving bull run returning.” Don’t get carried away. I compared the data from the same periods after the past three halvings: in months 4 to 6 after each halving, small-cap tokens averaged 2 to 3 single-day surges of over 20%, but more than 60% of those gains were halved within three days. Today, $CRML climbed from 6.32 to 8.26 on just 1.8M in trading volume. By historical standards for this period, that volume points to a “sentiment recovery,” not “large players accumulating.”
Looking at the order book,
CRML-2.28%
Uniswap's v3 and v4 pools hold $86.4M of the $300.1M in tokenized stocks deposited across DeFi, more than any other app.
Last week, 62% of tokenized stock volume on Uniswap traded after market hours.
@Uniswap
UNI+3.05%
Polkadot's DOT is one of 16 crypto assets the SEC names as digital commodities, in a joint release with the CFTC.
Bitcoin, ether, Solana and XRP are also on the list.
@Polkadot
DOT-1.51%
BTC-0.67%
SOL-0.77%
XRP-1.15%
$ACU It has approached a very strong supply zone and may break down soon.. 🫵 Let's short it 📉🚨
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ACU+1.16%
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