橘子 _

The most frustrating thing about Meta's acquisition of Manus isn't that they spent another 2 billion.
It's that they are forcing the market to acknowledge one thing: AI Agents can't just be a "future concept"; they need to be something that can generate revenue "this month."

The folks at BMO are reevaluating the ROI on AI investments, and the core logic is simple: can your AI investments directly translate into revenue numbers in the next earnings report season? If not, why should the market give you a valuation premium?

Meta's approach is more like breaking down "AI commercialization" into "repeatable actions"—it's not about waiting for the technology to mature before figuring out how to profit but rather making money while doing it, treating every step as a test to verify whether "this thing can be monetized."

Looking from a higher perspective, this is actually about redefining a standard: the value of an AI company is not about how advanced the technology is, but how quickly it can turn technology into money.

By the way, those companies still talking about "we're investing in the future of AI" are most afraid not of lacking strong technology but of the market suddenly not giving them time to prove themselves slowly.

If Meta can reflect this investment in Manus in the next quarter's earnings report, then they will have truly set a benchmark for "AI investment." Do you think they can achieve that? #manus

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@Linea.eth Core: zkEVM L2 Network, EVM compatible, providing low fees and high throughput. Tokens are used for governance and incentives, not gas fees; 85% community allocation, dual burn mechanism (ETH+LINEA).

Current Situation: Price ~0.01275 USD, up 2.72%; Market Cap 201 million, circulation 22%. Unlocking 2.88 billion in November caused volatility, but TVL and fees are showing strong growth.

Short-term Opportunities: Deflationary effect initiated, ETH bull market benefits L2. Predicted average price in 2025 is 0.01583 USD; ecological integration (like SWIFT) or new airdrops could drive a rebound. Support level at 0.0115, breaking 0.0135 is bullish.

$LINEA Note position 1367 overlay 2kwu oi

Advantages: Fair tokenomics, leading technology, ConsenSys support.
Disadvantages: Unlocking selling pressure, L2 competition, dependence on adoption. Suitable for the long term, DYOR. #Linea

Alpha's limit buy and sell within the institution cannot function like the limit buy and sell feature in an exchange, where one buys only when reaching a position. If Alpha is not available, the low-priced limit order will be directly consumed.

The market is not good. On 10.11, many institutional market makers did a lot of things, and it will still take time to improve in the future; in the short term, it looks bearish.
Wait for b, wait for e. $BTC $ETH

#杰克逊霍尔会议
If you want to be cautious, you can wait until this part of 4650 is fully recovered.
Currently, it is a reaction to news; in reality, everything is still below the support level. If there are no favorable developments from the SEC, it will be hard to break through. It would mean this shout from the dove would pull back to the starting point of the decline on that day.

If it's a dove, we can only wait for the recovery of the previous decline's starting point.

CPI data is favorable, $ETH is about to break a new high, there is a vacuum zone above, and ETF landing. Today's market share ratio is approaching 14.

Upper track breakthrough looks at the middle track, the opening of the middle track determines the continuity above the vacuum zone $ETH

Breaking touch 4k, post-production requires certain follow-up support.
The follow-up support is before the 25th, ETF landing combined with $ETH

In the afternoon, Trump's pension ETF enters the market.
$ETH The upcoming time is the landing of the ETF before the 25th, in line with breaking 4k, timing this moment, but the Bollinger Bands are above on the 4h daily chart, it cannot be ruled out that there might be fluctuations, increasingly tightening, in line with the news.

$ETH #eth Waiting for the ETF to launch as a driving event to break the range-bound volatility