Powerpei
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Powerpei
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Article
200 models, one entry point: DGrid wants to be AI’s cashierThe last time I wrote about DGAI, it had just risen 400%
In that piece, I said one thing: it depends on whether the product can keep up
This time I took a serious look at it
@Dgridai The thing it does isn’t complicated
It puts more than 200 AI models on one platform
You don’t have to choose which one to use yourself; it has a feature called Smart Router that automatically helps you pick a suitable one based on your task, your budget, and your speed requirements
There’s one detail I think is worth mentioning
DGrid started charging before it issued its token
The latest official data says there are more than 20,000 paying users, and revenue has exceeded 30 million US dollars
Most AI + crypto projects issue a token first and then slowly build the product
200 models, one entry point: DGrid wants to be AI’s cashier
The last time I wrote about DGAI, it had just risen 400%
In that piece, I said one thing: it depends on whether the product can keep up
This time I took a serious look at it
@DGrid AI The thing it does isn’t complicated
It puts more than 200 AI models on one platform
You don’t have to choose which one to use yourself; it has a feature called Smart Router that automatically helps you pick a suitable one based on your task, your budget, and your speed requirements
There’s one detail I think is worth mentioning
DGrid started charging before it issued its token
The latest official data says there are more than 20,000 paying users, and revenue has exceeded 30 million US dollars
Most AI + crypto projects issue a token first and then slowly build the product
In that piece, I said one thing: it depends on whether the product can keep up
This time I took a serious look at it
@DGrid AI The thing it does isn’t complicated
It puts more than 200 AI models on one platform
You don’t have to choose which one to use yourself; it has a feature called Smart Router that automatically helps you pick a suitable one based on your task, your budget, and your speed requirements
There’s one detail I think is worth mentioning
DGrid started charging before it issued its token
The latest official data says there are more than 20,000 paying users, and revenue has exceeded 30 million US dollars
Most AI + crypto projects issue a token first and then slowly build the product
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I didn’t pay much attention to revenue in the earnings reports from four Big Tech companies last Thursday. I focused on cash flow.
Google, Amazon, Meta, and Microsoft spent a combined $207 billion on capital expenditures in Q3.
A year ago, it was $113 billion.
Almost double.
All that spending is putting cash flow under pressure.
Google’s free cash flow was -$9.1 billion. Its stock fell 13% in a single day, its biggest drop since going public.
Amazon’s was -$33.5 billion. AWS was still growing at 39%, yet the stock fell 7% anyway.
Meta’s was -$2.1 billion—the first time it has burned cash since 2012.
Only Microsoft was in the black, at +$18.6 billion.
Azure grew 48%, and the stock barely moved.
The four companies lost nearly $900 billion in combined market value.
I think the market’s standards have changed.
In the past, just saying you were investing in AI was enough to make your stock go up.
Now you have to prove that the investment can pay for itself.
There was another detail from Microsoft.
It said it hadn’t spent all of its capital expenditure budget because deliveries of third-party GPUs were delayed.
As soon as that came out, compute-rental stocks like CoreWeave, Nebius, and IREN fell too.
When the big players spend a little less, the companies downstream feel the pain first.
I’m an independent developer, so I’m especially sensitive to costs.
If API prices go up a little or I need one more server, I have to calculate how long it’ll take to break even.
The big companies are working with the same logic—just with a few more zeros.
The demand for AI is real. I don’t doubt that.
What I do doubt is how long it’ll take to recoup the investment.
Capital expenditure has doubled in a year. We’ll see next quarter whether revenue can keep up.
Which company do you think will be the first to slow down its capital spending?
I didn’t pay much attention to revenue in the earnings reports from four Big Tech companies last Thursday. I focused on cash flow.
Google, Amazon, Meta, and Microsoft spent a combined $207 billion on capital expenditures in Q3.
A year ago, it was $113 billion.
Almost double.
All that spending is putting cash flow under pressure.
Google’s free cash flow was -$9.1 billion. Its stock fell 13% in a single day, its biggest drop since going public.
Amazon’s was -$33.5 billion. AWS was still growing at 39%, yet the stock fell 7% anyway.
Meta’s was -$2.1 billion—the first time it has burned cash since 2012.
Only Microsoft was in the black, at +$18.6 billion.
Azure grew 48%, and the stock barely moved.
The four companies lost nearly $900 billion in combined market value.
I think the market’s standards have changed.
In the past, just saying you were investing in AI was enough to make your stock go up.
Now you have to prove that the investment can pay for itself.
There was another detail from Microsoft.
It said it hadn’t spent all of its capital expenditure budget because deliveries of third-party GPUs were delayed.
As soon as that came out, compute-rental stocks like CoreWeave, Nebius, and IREN fell too.
When the big players spend a little less, the companies downstream feel the pain first.
I’m an independent developer, so I’m especially sensitive to costs.
If API prices go up a little or I need one more server, I have to calculate how long it’ll take to break even.
The big companies are working with the same logic—just with a few more zeros.
The demand for AI is real. I don’t doubt that.
What I do doubt is how long it’ll take to recoup the investment.
Capital expenditure has doubled in a year. We’ll see next quarter whether revenue can keep up.
Which company do you think will be the first to slow down its capital spending?
Google, Amazon, Meta, and Microsoft spent a combined $207 billion on capital expenditures in Q3.
A year ago, it was $113 billion.
Almost double.
All that spending is putting cash flow under pressure.
Google’s free cash flow was -$9.1 billion. Its stock fell 13% in a single day, its biggest drop since going public.
Amazon’s was -$33.5 billion. AWS was still growing at 39%, yet the stock fell 7% anyway.
Meta’s was -$2.1 billion—the first time it has burned cash since 2012.
Only Microsoft was in the black, at +$18.6 billion.
Azure grew 48%, and the stock barely moved.
The four companies lost nearly $900 billion in combined market value.
I think the market’s standards have changed.
In the past, just saying you were investing in AI was enough to make your stock go up.
Now you have to prove that the investment can pay for itself.
There was another detail from Microsoft.
It said it hadn’t spent all of its capital expenditure budget because deliveries of third-party GPUs were delayed.
As soon as that came out, compute-rental stocks like CoreWeave, Nebius, and IREN fell too.
When the big players spend a little less, the companies downstream feel the pain first.
I’m an independent developer, so I’m especially sensitive to costs.
If API prices go up a little or I need one more server, I have to calculate how long it’ll take to break even.
The big companies are working with the same logic—just with a few more zeros.
The demand for AI is real. I don’t doubt that.
What I do doubt is how long it’ll take to recoup the investment.
Capital expenditure has doubled in a year. We’ll see next quarter whether revenue can keep up.
Which company do you think will be the first to slow down its capital spending?
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Partly True
My calendar is packed with earnings reports this week 👇
On the morning of 11/3, I’m starting with Apple and Palantir.
Palantir set its Q3 revenue guidance at $2.16 billion, after posting 93% growth last quarter. Its valuation is already so high—I want to see if it can hold up this time.
On the morning of 11/4, it’s AMD, the one I’m most eager to watch. Its Q3 revenue guidance is around $13 billion (give or take $300 million). After cloud providers poured in so much money last week, this is the first time we’ll hear from the chip seller’s side on whether demand is really there. SMCI and Arista report the same day.
On 11/4–11/5, it’s Circle, Arm, and Qualcomm. Honestly, Circle is the company I’m most interested in. I build products on-chain myself, and I really want to see whether stablecoin issuers’ revenue can convince Wall Street.
On the evening of 11/6, we also get U.S. October nonfarm payrolls.
Last week, cloud providers’ free cash flow gave the market quite a scare. This week, I’m watching one thing: can the chip sellers turn sentiment around?
Are you betting AMD will beat expectations, or that its valuation will keep getting crushed? #美股财报季来袭
My calendar is packed with earnings reports this week 👇
On the morning of 11/3, I’m starting with Apple and Palantir.
Palantir set its Q3 revenue guidance at $2.16 billion, after posting 93% growth last quarter. Its valuation is already so high—I want to see if it can hold up this time.
On the morning of 11/4, it’s AMD, the one I’m most eager to watch. Its Q3 revenue guidance is around $13 billion (give or take $300 million). After cloud providers poured in so much money last week, this is the first time we’ll hear from the chip seller’s side on whether demand is really there. SMCI and Arista report the same day.
On 11/4–11/5, it’s Circle, Arm, and Qualcomm. Honestly, Circle is the company I’m most interested in. I build products on-chain myself, and I really want to see whether stablecoin issuers’ revenue can convince Wall Street.
On the evening of 11/6, we also get U.S. October nonfarm payrolls.
Last week, cloud providers’ free cash flow gave the market quite a scare. This week, I’m watching one thing: can the chip sellers turn sentiment around?
Are you betting AMD will beat expectations, or that its valuation will keep getting crushed? #美股财报季来袭
On the morning of 11/3, I’m starting with Apple and Palantir.
Palantir set its Q3 revenue guidance at $2.16 billion, after posting 93% growth last quarter. Its valuation is already so high—I want to see if it can hold up this time.
On the morning of 11/4, it’s AMD, the one I’m most eager to watch. Its Q3 revenue guidance is around $13 billion (give or take $300 million). After cloud providers poured in so much money last week, this is the first time we’ll hear from the chip seller’s side on whether demand is really there. SMCI and Arista report the same day.
On 11/4–11/5, it’s Circle, Arm, and Qualcomm. Honestly, Circle is the company I’m most interested in. I build products on-chain myself, and I really want to see whether stablecoin issuers’ revenue can convince Wall Street.
On the evening of 11/6, we also get U.S. October nonfarm payrolls.
Last week, cloud providers’ free cash flow gave the market quite a scare. This week, I’m watching one thing: can the chip sellers turn sentiment around?
Are you betting AMD will beat expectations, or that its valuation will keep getting crushed? #美股财报季来袭
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Verified
Apple reports after the market closes tomorrow.
This week, I’ve already looked at Amazon, Alphabet, and Intel. Each one is being picked apart over AI-related costs.
Apple is the fourth.
And the only one Wall Street thinks won’t run into trouble.
Options imply just ±4% volatility. The first three moved 7%, 13%, and nearly 30% after hours, respectively.
I’m not so sure.
I covered the memory angle in my Intel breakdown: memory makers are allocating their best capacity to AI chips, driving up prices for PCs as shipments collapse.
That same supply chain isn’t hitting PCs alone.
Apple has said it itself: higher memory chip prices are weighing on iPhone gross margins. Its gross margin guidance is 47%–48%, including about 1 percentage point from tariff refunds. Strip that out, and margins are actually heading down.
The quarter’s numbers will probably be fine.
Revenue of around $113 billion, EPS of about $1.98, up 7% year over year.
Apple rarely misses by much.
But this isn’t the quarter I’m watching.
I’m watching two things.
First, its holiday-quarter guidance.
At Apple’s last earnings report, the quarter was in the bag, but its guidance disappointed the market, and the stock fell anyway.
This time, John Ternus is taking the lead for the first time.
He comes from a hardware background, not the supply-chain operator mold of Tim Cook. How he frames the holiday quarter will determine the after-hours direction.
The other thing is what they say about costs.
If he says memory supply is easing, ±4% may be enough. If he says things are still tight,
then ±4% may not be enough.
Among this week’s four giants, Amazon is betting customers will still be renewing in 2027, Alphabet is watching how quickly AI eats into Search profits, and Intel is burning at both ends.
Apple looks the safest.
But “safest” doesn’t mean there’s no hidden risk. Rising memory prices don’t just hit PCs; they hit phones, too. It just hasn’t shown up in Apple’s after-hours share price yet.
See you tomorrow.
Data is based on Apple’s official earnings report. These are my personal observations ahead of the report, not investment advice.
#美股财报季
Apple reports after the market closes tomorrow.
This week, I’ve already looked at Amazon, Alphabet, and Intel. Each one is being picked apart over AI-related costs.
Apple is the fourth.
And the only one Wall Street thinks won’t run into trouble.
Options imply just ±4% volatility. The first three moved 7%, 13%, and nearly 30% after hours, respectively.
I’m not so sure.
I covered the memory angle in my Intel breakdown: memory makers are allocating their best capacity to AI chips, driving up prices for PCs as shipments collapse.
That same supply chain isn’t hitting PCs alone.
Apple has said it itself: higher memory chip prices are weighing on iPhone gross margins. Its gross margin guidance is 47%–48%, including about 1 percentage point from tariff refunds. Strip that out, and margins are actually heading down.
The quarter’s numbers will probably be fine.
Revenue of around $113 billion, EPS of about $1.98, up 7% year over year.
Apple rarely misses by much.
But this isn’t the quarter I’m watching.
I’m watching two things.
First, its holiday-quarter guidance.
At Apple’s last earnings report, the quarter was in the bag, but its guidance disappointed the market, and the stock fell anyway.
This time, John Ternus is taking the lead for the first time.
He comes from a hardware background, not the supply-chain operator mold of Tim Cook. How he frames the holiday quarter will determine the after-hours direction.
The other thing is what they say about costs.
If he says memory supply is easing, ±4% may be enough. If he says things are still tight,
then ±4% may not be enough.
Among this week’s four giants, Amazon is betting customers will still be renewing in 2027, Alphabet is watching how quickly AI eats into Search profits, and Intel is burning at both ends.
Apple looks the safest.
But “safest” doesn’t mean there’s no hidden risk. Rising memory prices don’t just hit PCs; they hit phones, too. It just hasn’t shown up in Apple’s after-hours share price yet.
See you tomorrow.
Data is based on Apple’s official earnings report. These are my personal observations ahead of the report, not investment advice.
#美股财报季
This week, I’ve already looked at Amazon, Alphabet, and Intel. Each one is being picked apart over AI-related costs.
Apple is the fourth.
And the only one Wall Street thinks won’t run into trouble.
Options imply just ±4% volatility. The first three moved 7%, 13%, and nearly 30% after hours, respectively.
I’m not so sure.
I covered the memory angle in my Intel breakdown: memory makers are allocating their best capacity to AI chips, driving up prices for PCs as shipments collapse.
That same supply chain isn’t hitting PCs alone.
Apple has said it itself: higher memory chip prices are weighing on iPhone gross margins. Its gross margin guidance is 47%–48%, including about 1 percentage point from tariff refunds. Strip that out, and margins are actually heading down.
The quarter’s numbers will probably be fine.
Revenue of around $113 billion, EPS of about $1.98, up 7% year over year.
Apple rarely misses by much.
But this isn’t the quarter I’m watching.
I’m watching two things.
First, its holiday-quarter guidance.
At Apple’s last earnings report, the quarter was in the bag, but its guidance disappointed the market, and the stock fell anyway.
This time, John Ternus is taking the lead for the first time.
He comes from a hardware background, not the supply-chain operator mold of Tim Cook. How he frames the holiday quarter will determine the after-hours direction.
The other thing is what they say about costs.
If he says memory supply is easing, ±4% may be enough. If he says things are still tight,
then ±4% may not be enough.
Among this week’s four giants, Amazon is betting customers will still be renewing in 2027, Alphabet is watching how quickly AI eats into Search profits, and Intel is burning at both ends.
Apple looks the safest.
But “safest” doesn’t mean there’s no hidden risk. Rising memory prices don’t just hit PCs; they hit phones, too. It just hasn’t shown up in Apple’s after-hours share price yet.
See you tomorrow.
Data is based on Apple’s official earnings report. These are my personal observations ahead of the report, not investment advice.
#美股财报季
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Verified
Intel fell nearly 30% on Friday
Data center revenue rose 78%, PC revenue fell 5%, and next quarter it’s expected to fall by more than 20%
The 30% drop is just the surface. Two numbers from the same company moving in completely opposite directions—that’s the split I want to unpack
It comes down to memory
AI has snapped up high-end memory capacity, leaving too little for PCs. Computer prices are rising, and shipments have collapsed
The CEO calls it an “unprecedented memory crisis”; the CFO says supply will remain tight through 2028
Intel is caught on both sides. Data centers are making money from AI, while AI is indirectly crushing its PC business. The profitable side isn’t big enough yet to fill the hole
The company has already shifted factory capacity from PC chips to server chips
I can understand why
But it’s basically telling the market outright that there’s no short-term fix for PCs
The market spent a year treating Intel as a turnaround story, and the stock rose 150%. This time, reality is setting the score
The turnaround is underway, but the old business is collapsing first
My take: the winners and losers from AI can be the same company
That’s Intel this quarter
One hand is breaking records, the other is caving in
Data centers are accelerating—no problem there. But the PC winter could last through the end of 2027, and that’s a sizable hole
Whether Intel can weather it depends on whether its pace of making money can catch up with its pace of losses
Figures are based on Intel’s official earnings report and do not constitute investment advice. DYOR.
#美股财报季
Intel fell nearly 30% on Friday
Data center revenue rose 78%, PC revenue fell 5%, and next quarter it’s expected to fall by more than 20%
The 30% drop is just the surface. Two numbers from the same company moving in completely opposite directions—that’s the split I want to unpack
It comes down to memory
AI has snapped up high-end memory capacity, leaving too little for PCs. Computer prices are rising, and shipments have collapsed
The CEO calls it an “unprecedented memory crisis”; the CFO says supply will remain tight through 2028
Intel is caught on both sides. Data centers are making money from AI, while AI is indirectly crushing its PC business. The profitable side isn’t big enough yet to fill the hole
The company has already shifted factory capacity from PC chips to server chips
I can understand why
But it’s basically telling the market outright that there’s no short-term fix for PCs
The market spent a year treating Intel as a turnaround story, and the stock rose 150%. This time, reality is setting the score
The turnaround is underway, but the old business is collapsing first
My take: the winners and losers from AI can be the same company
That’s Intel this quarter
One hand is breaking records, the other is caving in
Data centers are accelerating—no problem there. But the PC winter could last through the end of 2027, and that’s a sizable hole
Whether Intel can weather it depends on whether its pace of making money can catch up with its pace of losses
Figures are based on Intel’s official earnings report and do not constitute investment advice. DYOR.
#美股财报季
Data center revenue rose 78%, PC revenue fell 5%, and next quarter it’s expected to fall by more than 20%
The 30% drop is just the surface. Two numbers from the same company moving in completely opposite directions—that’s the split I want to unpack
It comes down to memory
AI has snapped up high-end memory capacity, leaving too little for PCs. Computer prices are rising, and shipments have collapsed
The CEO calls it an “unprecedented memory crisis”; the CFO says supply will remain tight through 2028
Intel is caught on both sides. Data centers are making money from AI, while AI is indirectly crushing its PC business. The profitable side isn’t big enough yet to fill the hole
The company has already shifted factory capacity from PC chips to server chips
I can understand why
But it’s basically telling the market outright that there’s no short-term fix for PCs
The market spent a year treating Intel as a turnaround story, and the stock rose 150%. This time, reality is setting the score
The turnaround is underway, but the old business is collapsing first
My take: the winners and losers from AI can be the same company
That’s Intel this quarter
One hand is breaking records, the other is caving in
Data centers are accelerating—no problem there. But the PC winter could last through the end of 2027, and that’s a sizable hole
Whether Intel can weather it depends on whether its pace of making money can catch up with its pace of losses
Figures are based on Intel’s official earnings report and do not constitute investment advice. DYOR.
#美股财报季
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I came to Binance Square in 2023.
Back then, I didn’t know who I was writing for.
I just felt that once I finished researching a protocol or breaking down a tool, if I didn’t write it down, I’d forget. So I wrote it and posted it.
Even if no one read it, I still posted it.
Before, it was basically just syncing content from X.
Now, I mostly post independently.
There are all kinds of people on the Square.
There are people shilling coins, people posting news, and people who publish three headline-style posts a day.
I’m not saying they’re bad; I just can’t do that.
My writing is slow.
A long article often takes me an entire day.
If it’s a coin I’m personally interested in, I’ll research it and write something up.
Check data, read the docs, run through the product once, think it through, then start writing.
Sometimes halfway through, I realize I was wrong, delete everything, and start over.
Honestly, the Square is the most friendly place for long-form content that I’ve ever seen.
On other platforms, once you write more than 500 words, nobody reads it.
Algorithms only push short, fast, and sensational content.
The Square is different. A 3,000-word deep dive, as long as it’s solidly written, really does get read from start to finish, and people will even seriously discuss it with you in the comments.
The creator system is practical too.
It’s not just a nice-looking label.
After verification, you get traffic support, creator events, and real cash incentives.
Livestreams are also a major feature. I’ll stream occasionally, or drop into a livestream to check the market and things like that. It’s pretty straightforward.
For someone like me, who occasionally does short videos and writes long-form articles, the Square has provided an environment where content can actually make a living.
Last year’s creator platform campaign was a pretty good transition period for me.
I’m still taking part in some things now.
Content platforms in this industry come and go, but the Square is one of the few that keeps getting more serious about what it does.
From last year’s Top 100 Creator Awards to expanding the scale and holding it again this year, it shows they really want to build a creator ecosystem, not just run a one-off event.
Speaking of the Top 100 Creator Awards...
Recently the Square launched the "2026 Global Blockchain Top 100 Creator Awards." I was shortlisted for the "Annual Long-form/Video Creator" category, and I’m currently ranked fourth.
The top 29 will be invited to Bangkok for an offline awards ceremony at Binance Blockchain Week.
Voting ends on October 28.
Verified Binance accounts can cast one vote per category per day, with votes resetting at 8:00 AM Beijing time.
If you’re willing to help, find "Annual Long-form/Video Creator" and vote for Powerpei.
No matter what the result is, I’ll keep writing.
Thanks.
#币安广场 @heyi
I came to Binance Square in 2023.
Back then, I didn’t know who I was writing for.
I just felt that once I finished researching a protocol or breaking down a tool, if I didn’t write it down, I’d forget. So I wrote it and posted it.
Even if no one read it, I still posted it.
Before, it was basically just syncing content from X.
Now, I mostly post independently.
There are all kinds of people on the Square.
There are people shilling coins, people posting news, and people who publish three headline-style posts a day.
I’m not saying they’re bad; I just can’t do that.
My writing is slow.
A long article often takes me an entire day.
If it’s a coin I’m personally interested in, I’ll research it and write something up.
Check data, read the docs, run through the product once, think it through, then start writing.
Sometimes halfway through, I realize I was wrong, delete everything, and start over.
Honestly, the Square is the most friendly place for long-form content that I’ve ever seen.
On other platforms, once you write more than 500 words, nobody reads it.
Algorithms only push short, fast, and sensational content.
The Square is different. A 3,000-word deep dive, as long as it’s solidly written, really does get read from start to finish, and people will even seriously discuss it with you in the comments.
The creator system is practical too.
It’s not just a nice-looking label.
After verification, you get traffic support, creator events, and real cash incentives.
Livestreams are also a major feature. I’ll stream occasionally, or drop into a livestream to check the market and things like that. It’s pretty straightforward.
For someone like me, who occasionally does short videos and writes long-form articles, the Square has provided an environment where content can actually make a living.
Last year’s creator platform campaign was a pretty good transition period for me.
I’m still taking part in some things now.
Content platforms in this industry come and go, but the Square is one of the few that keeps getting more serious about what it does.
From last year’s Top 100 Creator Awards to expanding the scale and holding it again this year, it shows they really want to build a creator ecosystem, not just run a one-off event.
Speaking of the Top 100 Creator Awards...
Recently the Square launched the "2026 Global Blockchain Top 100 Creator Awards." I was shortlisted for the "Annual Long-form/Video Creator" category, and I’m currently ranked fourth.
The top 29 will be invited to Bangkok for an offline awards ceremony at Binance Blockchain Week.
Voting ends on October 28.
Verified Binance accounts can cast one vote per category per day, with votes resetting at 8:00 AM Beijing time.
If you’re willing to help, find "Annual Long-form/Video Creator" and vote for Powerpei.
No matter what the result is, I’ll keep writing.
Thanks.
#币安广场 @Yi He
Back then, I didn’t know who I was writing for.
I just felt that once I finished researching a protocol or breaking down a tool, if I didn’t write it down, I’d forget. So I wrote it and posted it.
Even if no one read it, I still posted it.
Before, it was basically just syncing content from X.
Now, I mostly post independently.
There are all kinds of people on the Square.
There are people shilling coins, people posting news, and people who publish three headline-style posts a day.
I’m not saying they’re bad; I just can’t do that.
My writing is slow.
A long article often takes me an entire day.
If it’s a coin I’m personally interested in, I’ll research it and write something up.
Check data, read the docs, run through the product once, think it through, then start writing.
Sometimes halfway through, I realize I was wrong, delete everything, and start over.
Honestly, the Square is the most friendly place for long-form content that I’ve ever seen.
On other platforms, once you write more than 500 words, nobody reads it.
Algorithms only push short, fast, and sensational content.
The Square is different. A 3,000-word deep dive, as long as it’s solidly written, really does get read from start to finish, and people will even seriously discuss it with you in the comments.
The creator system is practical too.
It’s not just a nice-looking label.
After verification, you get traffic support, creator events, and real cash incentives.
Livestreams are also a major feature. I’ll stream occasionally, or drop into a livestream to check the market and things like that. It’s pretty straightforward.
For someone like me, who occasionally does short videos and writes long-form articles, the Square has provided an environment where content can actually make a living.
Last year’s creator platform campaign was a pretty good transition period for me.
I’m still taking part in some things now.
Content platforms in this industry come and go, but the Square is one of the few that keeps getting more serious about what it does.
From last year’s Top 100 Creator Awards to expanding the scale and holding it again this year, it shows they really want to build a creator ecosystem, not just run a one-off event.
Speaking of the Top 100 Creator Awards...
Recently the Square launched the "2026 Global Blockchain Top 100 Creator Awards." I was shortlisted for the "Annual Long-form/Video Creator" category, and I’m currently ranked fourth.
The top 29 will be invited to Bangkok for an offline awards ceremony at Binance Blockchain Week.
Voting ends on October 28.
Verified Binance accounts can cast one vote per category per day, with votes resetting at 8:00 AM Beijing time.
If you’re willing to help, find "Annual Long-form/Video Creator" and vote for Powerpei.
No matter what the result is, I’ll keep writing.
Thanks.
#币安广场 @Yi He
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Wall Street has clocked off, so why do I still have to wait for it to open?
A couple of days ago, I saw some stats on Binance bStocks: just 125 days after launch, assets under management topped $1 billion, and 56% of trades took place outside regular U.S. stock market hours.
Trading U.S. stocks from Asia is exhausting. You catch the news during the day, then stay up late waiting for the market to open. And just when the weekend finally rolls around, the market is closed again.
So for this video, I decided to have a little fun with Wall Street’s opening and closing times.
The closing bell rings, Wall Street traders clock out right on time, and the exchange turns off the lights and locks up. But then you look over, and Binance bStocks next door is still open—no alarm can stop it.
What I like most about bStocks is that it supports 24/7 trading, and you can use USDT to trade tokenized U.S. stocks.
That said, round-the-clock trading doesn’t mean you’ll always get a good price. You still need to keep an eye on liquidity and spreads.
I’m not trying to give a long lecture in this video. I just want you to remember one thing:
Wall Street’s clocked off, but bStocks is still wide awake!
Come trade bStocks on Binance!! #币安创意广告大赛
Wall Street has clocked off, so why do I still have to wait for it to open?
A couple of days ago, I saw some stats on Binance bStocks: just 125 days after launch, assets under management topped $1 billion, and 56% of trades took place outside regular U.S. stock market hours.
Trading U.S. stocks from Asia is exhausting. You catch the news during the day, then stay up late waiting for the market to open. And just when the weekend finally rolls around, the market is closed again.
So for this video, I decided to have a little fun with Wall Street’s opening and closing times.
The closing bell rings, Wall Street traders clock out right on time, and the exchange turns off the lights and locks up. But then you look over, and Binance bStocks next door is still open—no alarm can stop it.
What I like most about bStocks is that it supports 24/7 trading, and you can use USDT to trade tokenized U.S. stocks.
That said, round-the-clock trading doesn’t mean you’ll always get a good price. You still need to keep an eye on liquidity and spreads.
I’m not trying to give a long lecture in this video. I just want you to remember one thing:
Wall Street’s clocked off, but bStocks is still wide awake!
Come trade bStocks on Binance!! #币安创意广告大赛
A couple of days ago, I saw some stats on Binance bStocks: just 125 days after launch, assets under management topped $1 billion, and 56% of trades took place outside regular U.S. stock market hours.
Trading U.S. stocks from Asia is exhausting. You catch the news during the day, then stay up late waiting for the market to open. And just when the weekend finally rolls around, the market is closed again.
So for this video, I decided to have a little fun with Wall Street’s opening and closing times.
The closing bell rings, Wall Street traders clock out right on time, and the exchange turns off the lights and locks up. But then you look over, and Binance bStocks next door is still open—no alarm can stop it.
What I like most about bStocks is that it supports 24/7 trading, and you can use USDT to trade tokenized U.S. stocks.
That said, round-the-clock trading doesn’t mean you’ll always get a good price. You still need to keep an eye on liquidity and spreads.
I’m not trying to give a long lecture in this video. I just want you to remember one thing:
Wall Street’s clocked off, but bStocks is still wide awake!
Come trade bStocks on Binance!! #币安创意广告大赛
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Tried something a little different this time: using surrealist collage animation to turn Binance Square into an absurd comedy. From a citywide gag order to everyone getting on the mic, even the mayor himself eventually couldn’t keep a straight face.
The message is simple: new hot topics pop up in crypto every day, and everyone has their own take. Binance Square offers a space for people to connect—catch up on trending topics, share opinions, comment and interact, watch LIVE streams, and creators can take part in related missions through CreatorPad.
In 105 seconds, see how a mayor who wouldn’t let anyone speak ends up leading the chant: “Binance Square!” 🤣
If you’ve got something to say, share your take on Binance Square! @BinanceSquareCN #币安广场 #BinanceSquare
Tried something a little different this time: using surrealist collage animation to turn Binance Square into an absurd comedy. From a citywide gag order to everyone getting on the mic, even the mayor himself eventually couldn’t keep a straight face.
The message is simple: new hot topics pop up in crypto every day, and everyone has their own take. Binance Square offers a space for people to connect—catch up on trending topics, share opinions, comment and interact, watch LIVE streams, and creators can take part in related missions through CreatorPad.
In 105 seconds, see how a mayor who wouldn’t let anyone speak ends up leading the chant: “Binance Square!” 🤣
If you’ve got something to say, share your take on Binance Square! @币安广场 #币安广场 #BinanceSquare
The message is simple: new hot topics pop up in crypto every day, and everyone has their own take. Binance Square offers a space for people to connect—catch up on trending topics, share opinions, comment and interact, watch LIVE streams, and creators can take part in related missions through CreatorPad.
In 105 seconds, see how a mayor who wouldn’t let anyone speak ends up leading the chant: “Binance Square!” 🤣
If you’ve got something to say, share your take on Binance Square! @币安广场 #币安广场 #BinanceSquare
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9
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Verified
Privacy coins are performing well overall today, with ZEC leading the sector. It’s up around 9%–11% over the past 24 hours, bringing its price to around $1,260 and its market cap to over $21B.
The main driver is anticipation surrounding the NU7 network upgrade. The upgrade will cut block times from 75 seconds to 25 seconds, making confirmations three times faster. The fee distribution mechanism will also be adjusted. Mainnet activation is targeted for November 5, and the testnet is already running.
There’s always demand for privacy-focused assets. ZEC’s ability to rally independently while most major coins are still trading sideways shows that the market is assigning a fair amount of premium to expectations for this upgrade. But whether it can hold these levels will depend on whether on-chain activity picks up after the upgrade...
For now, let’s keep watching.
The above reflects my personal opinion and does not constitute investment advice. Please refer to official sources for the data.
$ZEC
{future}(ZECUSDT)
Privacy coins are performing well overall today, with ZEC leading the sector. It’s up around 9%–11% over the past 24 hours, bringing its price to around $1,260 and its market cap to over $21B.
The main driver is anticipation surrounding the NU7 network upgrade. The upgrade will cut block times from 75 seconds to 25 seconds, making confirmations three times faster. The fee distribution mechanism will also be adjusted. Mainnet activation is targeted for November 5, and the testnet is already running.
There’s always demand for privacy-focused assets. ZEC’s ability to rally independently while most major coins are still trading sideways shows that the market is assigning a fair amount of premium to expectations for this upgrade. But whether it can hold these levels will depend on whether on-chain activity picks up after the upgrade...
For now, let’s keep watching.
The above reflects my personal opinion and does not constitute investment advice. Please refer to official sources for the data.
$ZEC
The main driver is anticipation surrounding the NU7 network upgrade. The upgrade will cut block times from 75 seconds to 25 seconds, making confirmations three times faster. The fee distribution mechanism will also be adjusted. Mainnet activation is targeted for November 5, and the testnet is already running.
There’s always demand for privacy-focused assets. ZEC’s ability to rally independently while most major coins are still trading sideways shows that the market is assigning a fair amount of premium to expectations for this upgrade. But whether it can hold these levels will depend on whether on-chain activity picks up after the upgrade...
For now, let’s keep watching.
The above reflects my personal opinion and does not constitute investment advice. Please refer to official sources for the data.
$ZEC
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Everyone, if you see this, please vote for me—I’d be so grateful! If there’s anything you need help with, just DM me. If you have any questions, I’m happy to help with anything.
Everyone, if you see this, please vote for me—I’d be so grateful! If there’s anything you need help with, just DM me. If you have any questions, I’m happy to help with anything.
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Verified
Quack AI (Q) jumped 40–50% today, with the price surging to around $0.16 and its market cap reaching $700–800 million. Trading volume has also picked up.
The project focuses on on-chain payments and authorization for AI agents. Through Q402, agents can settle in stablecoins across multiple chains without holding native tokens, effectively removing the friction of agents having to pay gas themselves. This is a very real pain point.
But honestly, I haven’t seen any clear product launch or partnership announcement behind this rally. It looks more like a combination of rotating interest in the AI agent narrative, short liquidations, and momentum-driven buying...
The price has already priced in a lot of the narrative. The key question going forward is whether this can translate from speculative rotation into real agent usage and settlement volume. Otherwise, this could just be another rally that fades when sentiment cools.
These are my personal views and not investment advice.
$Q
{future}(QUSDT)
Quack AI (Q) jumped 40–50% today, with the price surging to around $0.16 and its market cap reaching $700–800 million. Trading volume has also picked up.
The project focuses on on-chain payments and authorization for AI agents. Through Q402, agents can settle in stablecoins across multiple chains without holding native tokens, effectively removing the friction of agents having to pay gas themselves. This is a very real pain point.
But honestly, I haven’t seen any clear product launch or partnership announcement behind this rally. It looks more like a combination of rotating interest in the AI agent narrative, short liquidations, and momentum-driven buying...
The price has already priced in a lot of the narrative. The key question going forward is whether this can translate from speculative rotation into real agent usage and settlement volume. Otherwise, this could just be another rally that fades when sentiment cools.
These are my personal views and not investment advice.
$Q
The project focuses on on-chain payments and authorization for AI agents. Through Q402, agents can settle in stablecoins across multiple chains without holding native tokens, effectively removing the friction of agents having to pay gas themselves. This is a very real pain point.
But honestly, I haven’t seen any clear product launch or partnership announcement behind this rally. It looks more like a combination of rotating interest in the AI agent narrative, short liquidations, and momentum-driven buying...
The price has already priced in a lot of the narrative. The key question going forward is whether this can translate from speculative rotation into real agent usage and settlement volume. Otherwise, this could just be another rally that fades when sentiment cools.
These are my personal views and not investment advice.
$Q
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The former head of PayPal AI Payments has moved on
Not to Stripe, not to Square
But to a crypto project building payment infrastructure for Agents
That choice alone is a signal
When Circle launched the Arc mainnet last month, it shared a figure: USDC accounted for 98.8% of Agent transaction volume
Agent-to-Agent payments are already happening, almost entirely in USDC
But who manages how Agents spend, how much they spend, and what happens if they exceed their authority?
//
@GoKiteAI is building exactly that layer
A three-layer identity architecture
➢ Users set budgets and boundaries
➢ Agents act within those constraints
➢ Each session gets temporary permissions
Go over the limit and the transaction is rejected. Permissions can be revoked anytime, and everything is verifiable on-chain
I took a look at the list of partners. It’s impressive
One of the first agentic economy partners on Circle Arc
A community partner of Google’s Agent Payments Protocol, alongside Mastercard, PayPal, and Shopify
The first AI Agent-focused member of the Avalanche Payments Collective, alongside Paxos and Franklin Templeton
The product lead is the person mentioned earlier, recruited from PayPal AI Payments
They recently launched a use case
The new version of Agent Passport supports automatic Aave USDC repayments on Base
Set a threshold and amount, authorize it once, and it executes when the conditions are met
Limited actions within preset rules, fully auditable from start to finish
//
Of course, there are still questions
If an Agent makes a mistake, an audit can prove it didn’t exceed its authority—but the money lost is still yours
What happens if thousands of Agents compare prices, place orders, and rebalance portfolios at the same time, and they all go off course? No one has a good answer yet
Standardization is also still a long way off
Kite supports multiple chains and protocols, but there’s no common standard yet for settling across chains or deciding who handles disputes
//
The future of the Agent economy probably won’t involve handing the keys to AI
More likely, AI will get a temporary card with a spending limit that can be frozen at any time.
Kite is the most complete implementation of this idea I’ve seen so far
Identity, authorization, settlement, and auditing—all connected in one end-to-end flow
I’ll keep watching this space.
These are independent observations based on publicly available information and do not constitute investment advice.
#KiteBBW $KITE @GoKiteAI
The former head of PayPal AI Payments has moved on
Not to Stripe, not to Square
But to a crypto project building payment infrastructure for Agents
That choice alone is a signal
When Circle launched the Arc mainnet last month, it shared a figure: USDC accounted for 98.8% of Agent transaction volume
Agent-to-Agent payments are already happening, almost entirely in USDC
But who manages how Agents spend, how much they spend, and what happens if they exceed their authority?
//
@KITE AI 中文 is building exactly that layer
A three-layer identity architecture
➢ Users set budgets and boundaries
➢ Agents act within those constraints
➢ Each session gets temporary permissions
Go over the limit and the transaction is rejected. Permissions can be revoked anytime, and everything is verifiable on-chain
I took a look at the list of partners. It’s impressive
One of the first agentic economy partners on Circle Arc
A community partner of Google’s Agent Payments Protocol, alongside Mastercard, PayPal, and Shopify
The first AI Agent-focused member of the Avalanche Payments Collective, alongside Paxos and Franklin Templeton
The product lead is the person mentioned earlier, recruited from PayPal AI Payments
They recently launched a use case
The new version of Agent Passport supports automatic Aave USDC repayments on Base
Set a threshold and amount, authorize it once, and it executes when the conditions are met
Limited actions within preset rules, fully auditable from start to finish
//
Of course, there are still questions
If an Agent makes a mistake, an audit can prove it didn’t exceed its authority—but the money lost is still yours
What happens if thousands of Agents compare prices, place orders, and rebalance portfolios at the same time, and they all go off course? No one has a good answer yet
Standardization is also still a long way off
Kite supports multiple chains and protocols, but there’s no common standard yet for settling across chains or deciding who handles disputes
//
The future of the Agent economy probably won’t involve handing the keys to AI
More likely, AI will get a temporary card with a spending limit that can be frozen at any time.
Kite is the most complete implementation of this idea I’ve seen so far
Identity, authorization, settlement, and auditing—all connected in one end-to-end flow
I’ll keep watching this space.
These are independent observations based on publicly available information and do not constitute investment advice.
#KiteBBW $KITE @KITE AI 中文
Not to Stripe, not to Square
But to a crypto project building payment infrastructure for Agents
That choice alone is a signal
When Circle launched the Arc mainnet last month, it shared a figure: USDC accounted for 98.8% of Agent transaction volume
Agent-to-Agent payments are already happening, almost entirely in USDC
But who manages how Agents spend, how much they spend, and what happens if they exceed their authority?
//
@KITE AI 中文 is building exactly that layer
A three-layer identity architecture
➢ Users set budgets and boundaries
➢ Agents act within those constraints
➢ Each session gets temporary permissions
Go over the limit and the transaction is rejected. Permissions can be revoked anytime, and everything is verifiable on-chain
I took a look at the list of partners. It’s impressive
One of the first agentic economy partners on Circle Arc
A community partner of Google’s Agent Payments Protocol, alongside Mastercard, PayPal, and Shopify
The first AI Agent-focused member of the Avalanche Payments Collective, alongside Paxos and Franklin Templeton
The product lead is the person mentioned earlier, recruited from PayPal AI Payments
They recently launched a use case
The new version of Agent Passport supports automatic Aave USDC repayments on Base
Set a threshold and amount, authorize it once, and it executes when the conditions are met
Limited actions within preset rules, fully auditable from start to finish
//
Of course, there are still questions
If an Agent makes a mistake, an audit can prove it didn’t exceed its authority—but the money lost is still yours
What happens if thousands of Agents compare prices, place orders, and rebalance portfolios at the same time, and they all go off course? No one has a good answer yet
Standardization is also still a long way off
Kite supports multiple chains and protocols, but there’s no common standard yet for settling across chains or deciding who handles disputes
//
The future of the Agent economy probably won’t involve handing the keys to AI
More likely, AI will get a temporary card with a spending limit that can be frozen at any time.
Kite is the most complete implementation of this idea I’ve seen so far
Identity, authorization, settlement, and auditing—all connected in one end-to-end flow
I’ll keep watching this space.
These are independent observations based on publicly available information and do not constitute investment advice.
#KiteBBW $KITE @KITE AI 中文
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Verified
Anyone who trades on-chain knows how frustrating this can be: you place a stop-loss order, and before it even gets triggered, someone has already spotted it. Pull up a liquidation map and you’ll see the stop-loss levels of thousands of traders laid out in plain sight. Stop hunts work precisely because all this information is transparent. It’s not that someone leaked anything—that’s simply the cost of transparency on a blockchain...
So is it possible to make your trading intentions completely unreadable until they’re executed? That’s what I found most interesting while researching @nillionnetwork recently. After reading about it, I went ahead and bought 500U worth of $NIL spot to start building a position.
Most privacy projects focus on hiding the transactions themselves—the amounts, senders, assets, and so on. But Nillion takes a different approach: it focuses on the intent behind a transaction. Your orders, the conditions you’re waiting for, your strategy—all of this is normally transparent on-chain. Nillion’s core product, Covenants, is designed to solve this problem.
A Covenant is an encrypted instruction. You specify an action—such as selling at a certain price, placing a bid in an auction, or releasing a payment at a certain time—then seal it and bind it to a condition before sending it on-chain. While it remains encrypted, nobody can see its contents. Once the condition is met, it automatically opens and executes. There’s no need to run a bot, use a keeper service, or rely on a third party to hold it for you and promise not to peek.
There are already plenty of potential use cases: stop-loss orders that nobody can hunt, bids that stay sealed until an auction ends, proof that you made a prediction before an event happened, and payments that are automatically released at a set time. These are all essential for large-scale operations and protecting strategies.
Dusk is already live on Ethereum mainnet. This is a real mainnet launch, not a testnet—you can create Covenants, run nodes, and build with the SDK right now. Dusk is only the first of the seven eras in Nillion’s roadmap. More releases are expected before the end of the year, and the next six eras will continue to expand what the platform can do. What we’re seeing now is still just the earliest version.
500U isn’t much, but I wanted to get involved early and see how things develop. I’ll keep an eye on the roadmap and share more as things progress.
#NIL $NIL @nillionnetwork
Anyone who trades on-chain knows how frustrating this can be: you place a stop-loss order, and before it even gets triggered, someone has already spotted it. Pull up a liquidation map and you’ll see the stop-loss levels of thousands of traders laid out in plain sight. Stop hunts work precisely because all this information is transparent. It’s not that someone leaked anything—that’s simply the cost of transparency on a blockchain...
So is it possible to make your trading intentions completely unreadable until they’re executed? That’s what I found most interesting while researching @Nillion recently. After reading about it, I went ahead and bought 500U worth of $NIL spot to start building a position.
Most privacy projects focus on hiding the transactions themselves—the amounts, senders, assets, and so on. But Nillion takes a different approach: it focuses on the intent behind a transaction. Your orders, the conditions you’re waiting for, your strategy—all of this is normally transparent on-chain. Nillion’s core product, Covenants, is designed to solve this problem.
A Covenant is an encrypted instruction. You specify an action—such as selling at a certain price, placing a bid in an auction, or releasing a payment at a certain time—then seal it and bind it to a condition before sending it on-chain. While it remains encrypted, nobody can see its contents. Once the condition is met, it automatically opens and executes. There’s no need to run a bot, use a keeper service, or rely on a third party to hold it for you and promise not to peek.
There are already plenty of potential use cases: stop-loss orders that nobody can hunt, bids that stay sealed until an auction ends, proof that you made a prediction before an event happened, and payments that are automatically released at a set time. These are all essential for large-scale operations and protecting strategies.
Dusk is already live on Ethereum mainnet. This is a real mainnet launch, not a testnet—you can create Covenants, run nodes, and build with the SDK right now. Dusk is only the first of the seven eras in Nillion’s roadmap. More releases are expected before the end of the year, and the next six eras will continue to expand what the platform can do. What we’re seeing now is still just the earliest version.
500U isn’t much, but I wanted to get involved early and see how things develop. I’ll keep an eye on the roadmap and share more as things progress.
#NIL $NIL @Nillion
So is it possible to make your trading intentions completely unreadable until they’re executed? That’s what I found most interesting while researching @Nillion recently. After reading about it, I went ahead and bought 500U worth of $NIL spot to start building a position.
Most privacy projects focus on hiding the transactions themselves—the amounts, senders, assets, and so on. But Nillion takes a different approach: it focuses on the intent behind a transaction. Your orders, the conditions you’re waiting for, your strategy—all of this is normally transparent on-chain. Nillion’s core product, Covenants, is designed to solve this problem.
A Covenant is an encrypted instruction. You specify an action—such as selling at a certain price, placing a bid in an auction, or releasing a payment at a certain time—then seal it and bind it to a condition before sending it on-chain. While it remains encrypted, nobody can see its contents. Once the condition is met, it automatically opens and executes. There’s no need to run a bot, use a keeper service, or rely on a third party to hold it for you and promise not to peek.
There are already plenty of potential use cases: stop-loss orders that nobody can hunt, bids that stay sealed until an auction ends, proof that you made a prediction before an event happened, and payments that are automatically released at a set time. These are all essential for large-scale operations and protecting strategies.
Dusk is already live on Ethereum mainnet. This is a real mainnet launch, not a testnet—you can create Covenants, run nodes, and build with the SDK right now. Dusk is only the first of the seven eras in Nillion’s roadmap. More releases are expected before the end of the year, and the next six eras will continue to expand what the platform can do. What we’re seeing now is still just the earliest version.
500U isn’t much, but I wanted to get involved early and see how things develop. I’ll keep an eye on the roadmap and share more as things progress.
#NIL $NIL @Nillion
1
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The broader market is still seeing weak, choppy trading today, with major coins under pressure. But a few small- and mid-cap coins have been moving independently, which is pretty interesting.
The clearest example is $WAL (Walrus), a decentralized storage project in the Sui ecosystem. Both its 24-hour trading volume and price gains have been strong, with obvious signs of concentrated inflows. The move has been driven mainly by the narrative around AI data infrastructure. However, there is still unlock pressure ahead. For now, the rally seems largely driven by the narrative and concentrated trading, while real demand has yet to be proven. A sharp price rise and a proven investment thesis are two different things...
There’s also been activity in a few other areas. AI Agent-related tokens like Quack AI (Q) continue to attract attention, while Bitway (BTW), with its relatively large market cap, has also appeared on the trending list. In areas like storage, AI, and privacy, ZEC and STRK have also put in decent weekly performances, so there’s some interest in pockets of the market.
Overall, today’s action is driven by selective themes rather than a broad-based rally. When the wider market is weak, capital tends to concentrate in assets with a compelling narrative and strong trading volume. But when sentiment fades, prices can fall just as quickly. For WAL, the key things to watch are whether trading volume can hold up and whether product development can keep pace—don’t focus only on its one-day gain.
The above is purely market commentary and my personal opinion, not investment advice. Markets move quickly, so please do your own research.
The broader market is still seeing weak, choppy trading today, with major coins under pressure. But a few small- and mid-cap coins have been moving independently, which is pretty interesting.
The clearest example is $WAL (Walrus), a decentralized storage project in the Sui ecosystem. Both its 24-hour trading volume and price gains have been strong, with obvious signs of concentrated inflows. The move has been driven mainly by the narrative around AI data infrastructure. However, there is still unlock pressure ahead. For now, the rally seems largely driven by the narrative and concentrated trading, while real demand has yet to be proven. A sharp price rise and a proven investment thesis are two different things...
There’s also been activity in a few other areas. AI Agent-related tokens like Quack AI (Q) continue to attract attention, while Bitway (BTW), with its relatively large market cap, has also appeared on the trending list. In areas like storage, AI, and privacy, ZEC and STRK have also put in decent weekly performances, so there’s some interest in pockets of the market.
Overall, today’s action is driven by selective themes rather than a broad-based rally. When the wider market is weak, capital tends to concentrate in assets with a compelling narrative and strong trading volume. But when sentiment fades, prices can fall just as quickly. For WAL, the key things to watch are whether trading volume can hold up and whether product development can keep pace—don’t focus only on its one-day gain.
The above is purely market commentary and my personal opinion, not investment advice. Markets move quickly, so please do your own research.
The clearest example is $WAL (Walrus), a decentralized storage project in the Sui ecosystem. Both its 24-hour trading volume and price gains have been strong, with obvious signs of concentrated inflows. The move has been driven mainly by the narrative around AI data infrastructure. However, there is still unlock pressure ahead. For now, the rally seems largely driven by the narrative and concentrated trading, while real demand has yet to be proven. A sharp price rise and a proven investment thesis are two different things...
There’s also been activity in a few other areas. AI Agent-related tokens like Quack AI (Q) continue to attract attention, while Bitway (BTW), with its relatively large market cap, has also appeared on the trending list. In areas like storage, AI, and privacy, ZEC and STRK have also put in decent weekly performances, so there’s some interest in pockets of the market.
Overall, today’s action is driven by selective themes rather than a broad-based rally. When the wider market is weak, capital tends to concentrate in assets with a compelling narrative and strong trading volume. But when sentiment fades, prices can fall just as quickly. For WAL, the key things to watch are whether trading volume can hold up and whether product development can keep pace—don’t focus only on its one-day gain.
The above is purely market commentary and my personal opinion, not investment advice. Markets move quickly, so please do your own research.
1
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Today I came across a pretty wild meme coin, Doge Pepe (DOPE), which combines two classic meme characters, Doge and Pepe. The craziest part is how it supposedly came about: someone apparently used the wrong API while generating images with AI and accidentally created it, spending around $1,900 in the process. And just like that, it became a meme coin...
It’s up around 100% in 24 hours, with a price of around $0.025 and a market cap of about $25M. It’s pure meme with no real utility—the kind that’s exciting on the way up, but won’t warn you before it drops.
One more reminder, folks: there are several tokens with the same name on the market, especially on Solana. Be sure to verify the contract address before getting involved, or you might end up buying the wrong one and have nowhere to turn when things go south.$DOGE
{future}(DOGEUSDT)
Today I came across a pretty wild meme coin, Doge Pepe (DOPE), which combines two classic meme characters, Doge and Pepe. The craziest part is how it supposedly came about: someone apparently used the wrong API while generating images with AI and accidentally created it, spending around $1,900 in the process. And just like that, it became a meme coin...
It’s up around 100% in 24 hours, with a price of around $0.025 and a market cap of about $25M. It’s pure meme with no real utility—the kind that’s exciting on the way up, but won’t warn you before it drops.
One more reminder, folks: there are several tokens with the same name on the market, especially on Solana. Be sure to verify the contract address before getting involved, or you might end up buying the wrong one and have nowhere to turn when things go south.$DOGE
It’s up around 100% in 24 hours, with a price of around $0.025 and a market cap of about $25M. It’s pure meme with no real utility—the kind that’s exciting on the way up, but won’t warn you before it drops.
One more reminder, folks: there are several tokens with the same name on the market, especially on Solana. Be sure to verify the contract address before getting involved, or you might end up buying the wrong one and have nowhere to turn when things go south.$DOGE
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XDP is definitely the hottest token on Base today. Its trading volume has topped $100 million, while its market cap is only a little over $20 million—that ratio looks pretty wild.
From what I can tell, it’s basically a project built around XRP yields. After the token launched on Base, it got caught up in the hype.
Trading is very active, with buying and selling roughly balanced, but liquidity in the pool is only around $2 million. At this volume, the price could get hammered at any moment.
In my view, this looks more like short-term capital chasing a hot trend on Base than something backed by deep fundamentals.
The hype is real, but if you’re thinking of getting in, weigh the risks for yourself. Don’t get carried away just by the trading volume.
XDP is definitely the hottest token on Base today. Its trading volume has topped $100 million, while its market cap is only a little over $20 million—that ratio looks pretty wild.
From what I can tell, it’s basically a project built around XRP yields. After the token launched on Base, it got caught up in the hype.
Trading is very active, with buying and selling roughly balanced, but liquidity in the pool is only around $2 million. At this volume, the price could get hammered at any moment.
In my view, this looks more like short-term capital chasing a hot trend on Base than something backed by deep fundamentals.
The hype is real, but if you’re thinking of getting in, weigh the risks for yourself. Don’t get carried away just by the trading volume.
From what I can tell, it’s basically a project built around XRP yields. After the token launched on Base, it got caught up in the hype.
Trading is very active, with buying and selling roughly balanced, but liquidity in the pool is only around $2 million. At this volume, the price could get hammered at any moment.
In my view, this looks more like short-term capital chasing a hot trend on Base than something backed by deep fundamentals.
The hype is real, but if you’re thinking of getting in, weigh the risks for yourself. Don’t get carried away just by the trading volume.
1
2
760
·
--
A hundred billion in market cap evaporated in a day. On Friday, every headline screamed “SpaceX declares war on telecom.”
T-Mobile fell 13%, and the comments section was already writing the telecom operators’ obituaries.
But I noticed one detail while watching the market: tower companies were up.
Crown Castle and American Tower—both rose that same day.
If satellites were really going to wipe out cell towers, tower companies should have fallen too.
The fact that they rose suggests investors are betting that ground infrastructure won’t disappear—but the people collecting rent on it might be replaced.
//
Starlink Mobile has secured low-band spectrum, giving it the ability to reach indoors.
But its bandwidth is narrow and latency is high; it’s still a long way from replacing the everyday mobile experience.
But it doesn’t actually need to replace it. It only needs to convince the market that “replacement is possible” for telecom operators’ valuations to collapse. You can’t defend against an opponent that doesn’t need cell towers by simply building more cell towers.
Friday was the teaser. But that teaser was already worth a hundred billion.
#SPCX $SPCX
{future}(SPCXUSDT)
A hundred billion in market cap evaporated in a day. On Friday, every headline screamed “SpaceX declares war on telecom.”
T-Mobile fell 13%, and the comments section was already writing the telecom operators’ obituaries.
But I noticed one detail while watching the market: tower companies were up.
Crown Castle and American Tower—both rose that same day.
If satellites were really going to wipe out cell towers, tower companies should have fallen too.
The fact that they rose suggests investors are betting that ground infrastructure won’t disappear—but the people collecting rent on it might be replaced.
//
Starlink Mobile has secured low-band spectrum, giving it the ability to reach indoors.
But its bandwidth is narrow and latency is high; it’s still a long way from replacing the everyday mobile experience.
But it doesn’t actually need to replace it. It only needs to convince the market that “replacement is possible” for telecom operators’ valuations to collapse. You can’t defend against an opponent that doesn’t need cell towers by simply building more cell towers.
Friday was the teaser. But that teaser was already worth a hundred billion.
#SPCX $SPCX
T-Mobile fell 13%, and the comments section was already writing the telecom operators’ obituaries.
But I noticed one detail while watching the market: tower companies were up.
Crown Castle and American Tower—both rose that same day.
If satellites were really going to wipe out cell towers, tower companies should have fallen too.
The fact that they rose suggests investors are betting that ground infrastructure won’t disappear—but the people collecting rent on it might be replaced.
//
Starlink Mobile has secured low-band spectrum, giving it the ability to reach indoors.
But its bandwidth is narrow and latency is high; it’s still a long way from replacing the everyday mobile experience.
But it doesn’t actually need to replace it. It only needs to convince the market that “replacement is possible” for telecom operators’ valuations to collapse. You can’t defend against an opponent that doesn’t need cell towers by simply building more cell towers.
Friday was the teaser. But that teaser was already worth a hundred billion.
#SPCX $SPCX
2
2
1.4k
·
--
There’s one thing I most want to know this earnings season: after the giants have poured so much money into AI, can their balance sheets actually handle it?
For more than a year, cloud providers and AI labs have kept ramping up capital spending.
GPUs, HBM, advanced packaging, optical modules, data center power—the whole supply chain has been lifted by this spending.
It no longer matters how compelling the story sounds.
Now we need to see how much of that money comes back after it’s spent.
Earnings reports start coming thick and fast in the second half of October.
➢ Around the 21st and 22nd: IBM, Tesla, and Intel
➢ On the 28th: Microsoft, Google, and Meta all report on the same day
➢ On the 29th: Apple and Amazon
I’m most interested in the group reporting on the 28th.
If Microsoft, Google, and Meta keep raising their capex guidance without squeezing cloud margins, the case for the hardware and power supply chains will remain solid.
On the other hand, if spending growth slows, or free cash flow comes under significant pressure,
the first to be sold will be the high-valuation stocks propped up by a narrative.
//
As it happens, FOMC is also that same week, on the 27th and 28th.
Long-term yields are already at multi-year highs.
Oil prices have climbed back toward $100 on geopolitical concerns.
If the meeting minutes or dot plot remain hawkish, and oil prices stay elevated, real interest rates will be hard to bring down.
Tech stocks are already stretched on valuation; add this on top and volatility will be high.
━━━━━ • ━━━━━
The direction of money has actually become clear lately:
it’s moving toward areas with real supply-and-demand bottlenecks.
Memory, especially HBM and scarce DRAM; data center power; independent power producers and nuclear power; optical modules; advanced packaging. These areas have long order visibility and strong pricing power. They won’t be afraid of questions about where the money went this earnings season.
Companies relying purely on the AI story, but without capacity or locked-in customers, will be most vulnerable to repricing when earnings pressure and interest-rate pressure hit at the same time.
——
My view is this:
this earnings season will separate the winners from the rest.
Companies that can deliver orders and cash flow will keep attracting capital.
Those that can’t will give back some of the gains they made in recent months on the back of a narrative.
Tech stocks as a whole will be more volatile in the short term, especially with FOMC and earnings landing in the same week.
But volatility doesn’t mean the trend has reversed.
The long-term AI capex cycle isn’t over; we’ve just entered the phase where companies have to show me the numbers. Three reports come out on the 28th.
The amount of information that night could determine where things go over the next month.$IBMB
{spot}(IBMBUSDT)
There’s one thing I most want to know this earnings season: after the giants have poured so much money into AI, can their balance sheets actually handle it?
For more than a year, cloud providers and AI labs have kept ramping up capital spending.
GPUs, HBM, advanced packaging, optical modules, data center power—the whole supply chain has been lifted by this spending.
It no longer matters how compelling the story sounds.
Now we need to see how much of that money comes back after it’s spent.
Earnings reports start coming thick and fast in the second half of October.
➢ Around the 21st and 22nd: IBM, Tesla, and Intel
➢ On the 28th: Microsoft, Google, and Meta all report on the same day
➢ On the 29th: Apple and Amazon
I’m most interested in the group reporting on the 28th.
If Microsoft, Google, and Meta keep raising their capex guidance without squeezing cloud margins, the case for the hardware and power supply chains will remain solid.
On the other hand, if spending growth slows, or free cash flow comes under significant pressure,
the first to be sold will be the high-valuation stocks propped up by a narrative.
//
As it happens, FOMC is also that same week, on the 27th and 28th.
Long-term yields are already at multi-year highs.
Oil prices have climbed back toward $100 on geopolitical concerns.
If the meeting minutes or dot plot remain hawkish, and oil prices stay elevated, real interest rates will be hard to bring down.
Tech stocks are already stretched on valuation; add this on top and volatility will be high.
━━━━━ • ━━━━━
The direction of money has actually become clear lately:
it’s moving toward areas with real supply-and-demand bottlenecks.
Memory, especially HBM and scarce DRAM; data center power; independent power producers and nuclear power; optical modules; advanced packaging. These areas have long order visibility and strong pricing power. They won’t be afraid of questions about where the money went this earnings season.
Companies relying purely on the AI story, but without capacity or locked-in customers, will be most vulnerable to repricing when earnings pressure and interest-rate pressure hit at the same time.
——
My view is this:
this earnings season will separate the winners from the rest.
Companies that can deliver orders and cash flow will keep attracting capital.
Those that can’t will give back some of the gains they made in recent months on the back of a narrative.
Tech stocks as a whole will be more volatile in the short term, especially with FOMC and earnings landing in the same week.
But volatility doesn’t mean the trend has reversed.
The long-term AI capex cycle isn’t over; we’ve just entered the phase where companies have to show me the numbers. Three reports come out on the 28th.
The amount of information that night could determine where things go over the next month.$IBMB
For more than a year, cloud providers and AI labs have kept ramping up capital spending.
GPUs, HBM, advanced packaging, optical modules, data center power—the whole supply chain has been lifted by this spending.
It no longer matters how compelling the story sounds.
Now we need to see how much of that money comes back after it’s spent.
Earnings reports start coming thick and fast in the second half of October.
➢ Around the 21st and 22nd: IBM, Tesla, and Intel
➢ On the 28th: Microsoft, Google, and Meta all report on the same day
➢ On the 29th: Apple and Amazon
I’m most interested in the group reporting on the 28th.
If Microsoft, Google, and Meta keep raising their capex guidance without squeezing cloud margins, the case for the hardware and power supply chains will remain solid.
On the other hand, if spending growth slows, or free cash flow comes under significant pressure,
the first to be sold will be the high-valuation stocks propped up by a narrative.
//
As it happens, FOMC is also that same week, on the 27th and 28th.
Long-term yields are already at multi-year highs.
Oil prices have climbed back toward $100 on geopolitical concerns.
If the meeting minutes or dot plot remain hawkish, and oil prices stay elevated, real interest rates will be hard to bring down.
Tech stocks are already stretched on valuation; add this on top and volatility will be high.
━━━━━ • ━━━━━
The direction of money has actually become clear lately:
it’s moving toward areas with real supply-and-demand bottlenecks.
Memory, especially HBM and scarce DRAM; data center power; independent power producers and nuclear power; optical modules; advanced packaging. These areas have long order visibility and strong pricing power. They won’t be afraid of questions about where the money went this earnings season.
Companies relying purely on the AI story, but without capacity or locked-in customers, will be most vulnerable to repricing when earnings pressure and interest-rate pressure hit at the same time.
——
My view is this:
this earnings season will separate the winners from the rest.
Companies that can deliver orders and cash flow will keep attracting capital.
Those that can’t will give back some of the gains they made in recent months on the back of a narrative.
Tech stocks as a whole will be more volatile in the short term, especially with FOMC and earnings landing in the same week.
But volatility doesn’t mean the trend has reversed.
The long-term AI capex cycle isn’t over; we’ve just entered the phase where companies have to show me the numbers. Three reports come out on the 28th.
The amount of information that night could determine where things go over the next month.$IBMB
2
574
·
--
TOKEN2049 Singapore, October 7–8. A few unlocks—just so happen to get stuck right around here
The days when institutions, market makers, and the most concentrated attendee funds are present are also when supply is the most concentrated
On October 1, $SUI unlocks about 13.26 million tokens; the circulating ratio is roughly 0.32%, worth about $16.7 million
On the same day, $EIGEN unlocks about 36.82 million tokens; circulating ratio 5.19%, about $10.3 million
On October 2, $ENA releases about 40.63 million tokens following a monthly rhythm; circulating ratio 0.45%, about $11 million
The amounts aren’t particularly extreme
But when a few happen to overlap and coincide with a major event, time itself becomes an amplifier
—
ENA, one more thing to add
After the tokenomics was adjusted in August, the remaining investor allocation that was originally scheduled for March 2028 was moved up and released all at once on October 5
The market’s figures are roughly 1.41 billion tokens; plus the total of regular allocations for core contributors, it brings the number to about 1.5 billion tokens. The headline numbers are really scary
But StablecoinX’s roughly 3.03 billion tokens are locked up and, although they reach maturity in the same period, selling is still constrained by the foundation’s approval rights and preferential purchase rights
The actual amount that can enter the market is much smaller than the headline suggests
EIGEN’s next unlock is about 38 million tokens around October 11, still at the tail end of the conference week
//
“Unlocking doesn’t mean dumping”—we’ve said this many times, but you also can’t treat it like a get-out-of-jail-free card
The circulating share of SUI and ENA’s regular allocations is already not high; some early holdings may have been repurchased by the foundation or pre-hedged
What really matters is whether wallets send tokens to exchanges, how the funding rate moves, and whether the distribution of orders on the order book changes. Those expectations should first show up there
If the conference news is heavily positive, it won’t be hard for buy-side demand to eat through sell pressure. If the narrative is bland, then the same supply turns into a distribution window
Time overlap amplifies sentiment—not the tokens themselves.
TOKEN2049 Singapore, October 7–8. A few unlocks—just so happen to get stuck right around here
The days when institutions, market makers, and the most concentrated attendee funds are present are also when supply is the most concentrated
On October 1, $SUI unlocks about 13.26 million tokens; the circulating ratio is roughly 0.32%, worth about $16.7 million
On the same day, $EIGEN unlocks about 36.82 million tokens; circulating ratio 5.19%, about $10.3 million
On October 2, $ENA releases about 40.63 million tokens following a monthly rhythm; circulating ratio 0.45%, about $11 million
The amounts aren’t particularly extreme
But when a few happen to overlap and coincide with a major event, time itself becomes an amplifier
—
ENA, one more thing to add
After the tokenomics was adjusted in August, the remaining investor allocation that was originally scheduled for March 2028 was moved up and released all at once on October 5
The market’s figures are roughly 1.41 billion tokens; plus the total of regular allocations for core contributors, it brings the number to about 1.5 billion tokens. The headline numbers are really scary
But StablecoinX’s roughly 3.03 billion tokens are locked up and, although they reach maturity in the same period, selling is still constrained by the foundation’s approval rights and preferential purchase rights
The actual amount that can enter the market is much smaller than the headline suggests
EIGEN’s next unlock is about 38 million tokens around October 11, still at the tail end of the conference week
//
“Unlocking doesn’t mean dumping”—we’ve said this many times, but you also can’t treat it like a get-out-of-jail-free card
The circulating share of SUI and ENA’s regular allocations is already not high; some early holdings may have been repurchased by the foundation or pre-hedged
What really matters is whether wallets send tokens to exchanges, how the funding rate moves, and whether the distribution of orders on the order book changes. Those expectations should first show up there
If the conference news is heavily positive, it won’t be hard for buy-side demand to eat through sell pressure. If the narrative is bland, then the same supply turns into a distribution window
Time overlap amplifies sentiment—not the tokens themselves.
The days when institutions, market makers, and the most concentrated attendee funds are present are also when supply is the most concentrated
On October 1, $SUI unlocks about 13.26 million tokens; the circulating ratio is roughly 0.32%, worth about $16.7 million
On the same day, $EIGEN unlocks about 36.82 million tokens; circulating ratio 5.19%, about $10.3 million
On October 2, $ENA releases about 40.63 million tokens following a monthly rhythm; circulating ratio 0.45%, about $11 million
The amounts aren’t particularly extreme
But when a few happen to overlap and coincide with a major event, time itself becomes an amplifier
—
ENA, one more thing to add
After the tokenomics was adjusted in August, the remaining investor allocation that was originally scheduled for March 2028 was moved up and released all at once on October 5
The market’s figures are roughly 1.41 billion tokens; plus the total of regular allocations for core contributors, it brings the number to about 1.5 billion tokens. The headline numbers are really scary
But StablecoinX’s roughly 3.03 billion tokens are locked up and, although they reach maturity in the same period, selling is still constrained by the foundation’s approval rights and preferential purchase rights
The actual amount that can enter the market is much smaller than the headline suggests
EIGEN’s next unlock is about 38 million tokens around October 11, still at the tail end of the conference week
//
“Unlocking doesn’t mean dumping”—we’ve said this many times, but you also can’t treat it like a get-out-of-jail-free card
The circulating share of SUI and ENA’s regular allocations is already not high; some early holdings may have been repurchased by the foundation or pre-hedged
What really matters is whether wallets send tokens to exchanges, how the funding rate moves, and whether the distribution of orders on the order book changes. Those expectations should first show up there
If the conference news is heavily positive, it won’t be hard for buy-side demand to eat through sell pressure. If the narrative is bland, then the same supply turns into a distribution window
Time overlap amplifies sentiment—not the tokens themselves.
1
1
2.1k
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