Mando@rektmando · 11 小时前观点输出Casino guy now up more than kimchi 🤷
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Mando@rektmando · 12 小时前观点输出Thoughts from Friday looking decent
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Mando@rektmando · 12 小时前观点输出So Ansem and Flood both quit before one of them could be right
Wtf happened to CT
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Mando@rektmando · 13 小时前观点输出👀👀👀
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Mando@rektmando · 13 小时前观点输出Three-peat is happening isn’t it
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Mando@rektmando · 1 天前观点输出Goat run
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Mando@rektmando · 1 天前政策影响🟥 Things I'm looking at today 🟥
Powered by @yeet
Subscribe: https://t.co/7EJrnNibAt
BTC holds $82K, Pumpfun adds perps, Black Monday calls
Crypto
* BTC: 82,526 (+1%) | BTC.D: 60.3% (+0.3%)
* ETH: 2,425 (0%) | BNB: 728 (+1%) | SOL: 105 (+1%)
* Fear & Greed: 60 | 24h Liq: $328M
* BTC ETFs: -$82M | ETH ETFs: -$70M
* Top Gainers: Q, BR, DGAI, KNTQ, ARB
* Crypto flips green despite Black Monday calls
* 6-12m holders stop sending BTC to exchanges
* BTC MVRV drops below 30th percentile
* Speculative capital leaving BTC: Schwab
* Schwab launches BTC, ETH trading for retail
* Strategy buys $22M BTC, expands buyback to $3B
* MARA moves 1K BTC to exchanges in 5 days
* Nine firms form Quantum Alliance for BTC safety
* Justin Sun sold 80-90% of ETH to buy US stocks
* Hyperliquid adds a ‘10 HYPE’ rule
* Pumpfun adds Hyperliquid perpetuals
* Pumpfun nears Hyperliquid on 30 day revenues
* Pumpfun intros biggest referral program ever
* Lighter plans to launch Options soon
* Mt. Gox delays creditor repayments to Oct 2027
* Ledger received tampering reports: Karpeles
* Solana snatches top spot for stablecoin transfers
* Coinbase to power Marqeta stablecoin cards
* Claude cracks NIST P-256 seed mystery in 30 mins
* LayerZero intros quantum-safe Aerie signatures
* Tether backs AIsa for AI agent payments
* 9 US firms object to OKXICE tokenising shares
* Circle eyes 40 EMs, 59% of rev went to partners
* Ondo's USDY tokenised treasuries top BUIDL
* Goldman, Wells Fargo, MS pitch tokenisation
* 67% of tokenised T-bills held abroad: Chainalysis
* Cryptocom, Novig sue Missouri over betting curbs
* Cysic bridge exploited, $727K moved to ETH
* Qubic attack drains 1,404 wallets
* Cobo Wallet to shut down on 1 Dec
* S Korea meets exchanges amid tax delay calls
* Bulgaria's Postbank to offer crypto from 2027
* Binance, Coinbase join West Africa crackdown
* Canadian troops charged in CEX owner kidnap
* El Salvador's BTC holdings top 7,800
Macro
* NASDAQ: $26,140 (-2%) | Gold: $4,190 (+1%)
* This week: Tech earnings, Home sales data
* Futures higher despite 'Black Monday' crash calls
* Stocks suffer largest weekly slide since Apr 2025
* US bank stocks post six straight weekly losses
* Fed to buy up to $14.6B of T-bills from today
* US job reports revised lower in 16 of 20 months
* Legal immigration to US plunges 50%
* Putin proposes summit with Trump, Xi on Ukraine
* Trump waives key Russian oil sanctions
* Trump pushing Ukraine to capitulate: Zelensky
* Ukraine attacks St Petersburg oil port
* Iran urges US to accept Hormuz proposal
* China stocks on longest ever losing streak
* China's economy grows 4.5%, beats forecasts
* Qatar's revenue plunges 42% in H1 on Iran war
* Egypt to deploy troops to Saudi Arabia
* Trump endorses Netanyahu ahead of election
* French protests continue, 550k take to streets
AI & Tech
* Chip stocks shed $2T in longest slide since 2008
* SOXL logs record $6.1B weekly inflows
* Neocloud shakeout looms, Nvidia has lots to lose
* NYC comptroller urges Anthropic to delay IPO
* Anthropic Q3 rev reportedly +46% q/q to $16.8B
* Anthropic puts 5% of shares in public benefit fund
* Give Anthropic shares to public, I’ll do that: Elon
* Anthropic pitches thresholds for AI curbs
* Claude Mythos 5 cuts quantum gate counts 17x
* Anthropic pays Blackstone 10%+ on $9B chip debt
* Muse Spark, Gemini ~$0.40 a task vs Opus $2.34
* Meta ad revenue within $4B of Google Search
* Google open-sources Harness² agent framework
* Microsoft pulls out of Nscale's UK DC deal
* Nvidia on pace to sell $430B chips this year
* Mercedes calls Nvidia top driving-tech partner
* DeepSeek releases V4.1-Flash model
* Delta, Chase, Amazon now blocking AI agents
* Disney hires most of CharacterAI's staff
* CXMT’s shares drop 6% despite profit
* First Helion racks coming in Nov: AMD
* US warns EU of retaliation over Starlink limits
* SpaceX TAM vastly higher than 28.5T: Elon
* Tesla plans Hot Wheels-style loop at Texas HQ
* China unveils 13-foot, 2,400lb humanoid robot
* BYD e-SUV packs 9-minute flash charging
@YEET: Crypto's Casino
Just passed $3.6B in lifetime volume!
Pionex: World’s Leading Bot Trading Platform
gm
Mando@rektmando · 2 天前观点输出Show me your friends and I’ll show you your future
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Mando@rektmando · 2 天前观点输出Echo is the biggest game on the whole of @yeet over the last 24hrs
try it if you haven't!
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Mando@rektmando · 2 天前赛道影响I got AI to analyse my perp book over the last 15 months @pionex
some interesting rules i think could be useful to others https://t.co/AQJtvXjqvC
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
评论
暂无评论