daomintam

$JCT 🤡🆙 🙏
$IRYS 📉
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$IRYS 📉
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$BULLA 🆙
$BSB

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$CYS 🆙
$BTW 📉

$BTW Circle minted 1.5 billion USDC on Solana in the past 24 hours across 6 transactions of 250 million USDC each.
$BULLA
The total amount of USDC minted by Circle on Solana since the beginning of 2026 has reached 110.51 billion USDC. $CYS

$BULLA 🆙

$BTW
$JCT

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$JCT $CYS 🆙

$CYS 🆙
$BTW 📉

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$SOON $BTW

$BTW 📉 $SOON $JCT

Navigating the BSC memecoin market is always a wild ride, and my recent trade on $GOOMS is a harsh reminder. I watched the chart drop and stubbornly kept DCA-ing, trying to lower my entry price thinking a rebound was just around the corner. Every time it dipped, I bought more, completely ignoring risk management until my portfolio took a major hit. Ultimately, I had to swallow the bitter pill and cut my losses before things got even worse. A very expensive lesson learned about stubborn DCA strategies in volatile markets. $CASH

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SR-1ED0D9E8113397D0D00E0106

$BTW 👇 $ZEC $BR

👇📉$ZEC

Large positions are clearly coming back to Hyperliquid.
Currently there are 6 positions exceeding $100 million, 18 positions above $50 million, 55 positions above $25 million, and 176 positions above $10 million. The top table shows a few wallets repeating with large sizes across both BTC, ETH, and HYPE, for both long and short.$BTC
Meanwhile, HIP-3 is moving in the opposite direction: there is only 1 position at $41.4 million, 7 positions above $25 million, and 33 positions above $10 million.$ETH
Large capital returning to an on-chain derivatives exchange is often accompanied by two possibilities: conviction is increasing or leverage is being pushed higher. The fact that some wallets appear across multiple assets with high notional also indicates that risk concentration is not insignificant. As for HIP-3, which is getting thinner, that is a sign that the capital flow is choosing somewhere else.$HYPE

For every $100 in AI model company revenue, about $35 to $40 flows directly into the pockets of the three major cloud players—AWS, Azure, and GCP—as inference costs.

The latest Barclays report makes that quite clear. Cloud providers retain about $10 to $20 in operating profit, equivalent to a 35–45% margin. Meanwhile, the paid inference segment of the AI labs has surged from low double digits in 2025 to 50–65% or higher in 2026; adjusted gross margin has increased by 30 to 50 percentage points versus the same period. $NVDA.US
It sounds like the labs are making a killing. In reality, most of the money still has to be paid to compute providers. Barclays also expects this high margin to gradually decline as competition among models increases and compute supply loosens. $TRIA

Anyone building models still has to pay for the infrastructure. Those who own the cloud sit more steadily collecting revenue.$CYS

$CYS 🙏📉