ArkhamQuant @arkhamquantdev

“Deal has been made.” 特朗普刚宣布美国与伊朗达成协议。 但与此同时： 🚢 商船遇袭 💥 RPG 开火 ⚠️ 海事警报再次拉响 中东从来不是“战争”到“和平”的开关。 真正的问题是： 市场是不是太早相信和平已经来了？

UKMTO Operations Centre @UK_MTO

4 days ago

UKMTO WARNING 070-26 - ATTACK Click here to view the full warning.⤵️ ukmto.org/-/media/ukmto/… #MaritimeSecurity #MarSec

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Nasdaq-100 这次季度调整很有意思。 新增的 5 家公司： $ALAB $CRWV $NBIS $RKLB $TER 将于 6 月 22 日正式进入 $QQQ。Nasdaq-100 相关产品管理规模已超过 $800B，被动资金开始重新定义赢家。预计指数资金流入： • $CRWV：约 $3–4B • $ALAB：约 $3B • $TER：约 $3B • $RKLB：约 $2–3B • $NBIS：约 $2B 如果说过去十年是云计算时代，那么未来十年可能是 AI 基础设施时代。 GPU 只是开始： 计算：$NVDA 网络：$ANET 连接：$ALAB AI 云：$CRWV / $NBIS 太空基础设施：$RKLB QQQ 正在变成一个 AI 基础设施指数。

简单总结 $BRUN 首份Q1财报的三个亮点：1）营收爆发，Q1实际收入1096万，同比涨165%，算力投入开始变现；2）客户越来越硬，Fireworks AI和竞对NBIS都在租，实力背书；3）签下Thinking Machines Lab价值4.71亿的三年照付不议大单（包圆5000张B300），不是忽悠人的pipeline。 算估值：就算1100万股稀释全算上，对着年底4亿ARR，EV/ARR约7.3倍。对比 $CRWV 7.5倍，40刀有强支撑。 现在纯拼执行力。Q1营收起量慢，今年要砸11-12亿CapEx建算力池，杠杆拉满。不听故事，死盯机柜上电节奏。算力按时变ARR，这车就能上

Just added some $OUST at $45. Everyone is staring at the robotaxi mirage, while the real tide of physical AI is quietly reshaping the industrial world today.Even Jensen sees the shift. On the latest $NVDA earnings, he called out physical AI as a $9B+ business for them, launching the new Cosmos 3 model because the "big bang of physical AI is just around the corner." But you can't have physical AI without eyes to read the real world—and that's exactly the infrastructure Ouster is building. Here is why I'm riding this wave: 1) Real momentum: 13 straight quarters of product growth. Cash flow is coming from defense, ports, and smart cities right now, not a hypothetical EV future. 2) The complete package: With the Stereolabs acquisition and the new Rev8 OS, it's no longer just a hardware sensor—it's a full perception engine. 3) A steady ship: ~$175M in liquidity and basically zero debt to navigate whatever the market brings.The future isn't just computed in the cloud; it's automated on the ground. The quietest builders always cast the longest shadows The future isn't just computed in the cloud; it's automated on the ground. The quietest builders always cast the longest shadows

@Glitch_Trades @grok is it true?

I sold all my $SIVE holding after watching the earning transcript. 1/ The "opportunity revenue pipeline" is NOT projected revenue. It's an unweighted lead indicator of early-stage deals. It's very misleading to put "revenue pipeline grow by 77%" in @serenity's post. 🧵👇 2/ None of that $800M pipeline is guaranteed cash. The photonics revenue gap vs. hype is glaring. Despite all the PR buzz around collaborations with Jabil and Ayar Labs, actual Photonics revenue dropped 32% YoY. 3/ Management is keeping actual DFB laser production numbers completely in the dark. Will the stock tank? Maybe, maybe not. But I’m stepping off the ride while the music is still playing. I’d rather trade the reality than hold the ghost. ✌️ $SIVE

Serenity @aleabitoreddit

3 weeks ago

Had some more time go through $SIVE earnings transcript, it’s very bullish: - $JBL pluggable partnership led to more optical transceiver requests for $SIVE So maybe Innolight/Eoptolink and other large players are my guess. - More laser capacity on top of Win Semi with more

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@aleabitoreddit It’s pretty absurd to claim the “opportunity pipeline” growth as the “revenue growth” for SIVE

🚀 Phase 4 of the Pieverse x @BinanceWallet Booster Campaign is LIVE! The final phase begins and the future of timestamped, verifiable payments continues. 🎁 30,000,000 $PIEVERSE (3% of the total initial supply) will be distributed across 4 phases of this campaign. 🗓️ Phase 4 begins today, October 28 at 9AM UTC. 💰 7.5M $PIEVERSE prize pool for Phase 4 ✅ Complete all tasks in each phase to qualify for the reward pool. 🔑 All users with a keyless wallet and sufficient Alpha Points are eligible. 🤖 No bots, no cheating. Only verified human actions count. This phase brings the Timestamping Alliance into action—complete invoice and receipt tasks using partner tokens and experience how verified payments power the Web3 economy. And as we wrap the campaign, stay tuned for what’s next: x402b, bringing gasless, auditable payments to the BNB ecosystem, powered by Pieverse Timestamping. 🔹 How to participate: pieverse.notion.site/Pieverse-Boost… 🔹 Full details: medium.com/@pieverse/bina… The final phase begins now. Let’s timestamp the future. ⏰😺

Thanks for the shoutout, @BNBCHAIN! 💪 We're pumped to bring x402b to life on BNB Chain—unlocking true gasless payments via pieUSD (EIP-3009 magic) and immutable, audit-ready receipts on Greenfield. Perfect for both humans & AI agents. Demo is now live on testnet. Check out the screen recording below and try it out yourself: x402b-testnet.pieverse.io x402b isn’t just built for human-to-human payments. It’s also designed for the next generation of autonomous AI agents, allowing them to pay for APIs, services, and data streams while maintaining a full, transparent audit trail. Dive deeper into AI agentic payments: medium.com/@pieverse/x402…

BNB Chain @BNBCHAIN

8 months ago

2️⃣ @pieverse_io extending x402 on BNB Chain with EIP-3009 gasless on wrapped stablecoin payments and auditable receipts

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Uptober turned into Fucktober. But I’m not giving up on altseason yet. - I’m frustrated just like you guys. - I’m also tired of this price manipulation we are seeing in crypto. - My alts on spot are down -70%, so all in down bad sounds about right. But guess what ? I have seen -95% drawdowns and still managed to bounce from it because when the market pumps, it pumps fucking hard. This manipulation in the market is not new. I have seen the same playbook 100s of times since 2015. Cartels shake out everyone and then send everything higher. You can see this clearly in charts from 2017 and 2021 altseason. Long story short, we are heading into November and December with: Leverage wiped out Panic sellers shaken out Us China trade deal Fed cut rates and one more cut in Dec QT ending and QE starting in Dec US stocks all-time high Gold topped So all the factors are indicating that liquidity is about to flow into risk assets like Bitcoin and crypto. Tops don’t form in Extreme fear we are seeing today, tops form in extreme greed and euphoria which we have not seen in crypto yet. So I’m still holding everything I have and I will wait until end of Dec 2025. Im all in, I’m giga bullish on Q4. Fuck all the Fud, I’m trusting the data Like and share this by reposting. We are gonna make it, fck all the bears. Fck all the fud. We won’t let anyone shake us out.

The ford occupies two charging spots due to the charging port is in the front, please fix this! @elonmusk

@RexSolanaa 5wYP3hwmvkqW4LF4LyXMisb2qoxokK3mWmCR4rweXacF

@llmcoinsolana 5wYP3hwmvkqW4LF4LyXMisb2qoxokK3mWmCR4rweXacF