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squareinsight

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TuilaNamKy
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🚨 BITCOIN’S MARKET IS HEALING… BUT NOBODY TRUSTS IT YET 😂 Glassnode’s latest Market Compass gives BTC a weird diagnosis: 25/100 — Defensive. And it has stayed there for 8 straight sessions. Sounds bearish, right? Not so fast. 👀 Look underneath the surface: 📊 US spot BTC ETFs are still pulling in around +$95M/day, marking 8 consecutive positive sessions. 📊 BTC sits near $63.9K, while the average coin cost basis is around $52.8K. 📊 Long-term holders still control roughly 88% of supply — historically high conviction. 📊 Aggregate crypto open interest is around $31B, while BTC implied volatility is only ~36, barely off a 2-year low. So why is the market still “Defensive”? HERE’S THE TWIST 👀 The problem isn't necessarily Bitcoin. It’s the marginal buyer. ETF demand is strong, but stablecoin supply is still contracting ~0.9% month-over-month. On-chain demand isn't fully confirming price either. Active-address momentum remains below its baseline, while BTC trades well above the price implied by settlement activity. And altcoins? The Altcoin Season Index is only around 38, down more than 50% over the month. Money isn't rushing down the risk curve. It's hiding in BTC. 🧠 Square Insight: This doesn't look like a clean bull market. It looks more like a market quietly rebuilding its foundation while waiting for liquidity and demand to catch up. The dangerous mistake may be calling this either “bullish” or “bearish” too early. The real signal could be what happens next: Does ETF demand finally spread into stablecoins + on-chain activity + altcoins? Or does the dollar regain strength and shut the recovery down? What do you think — accumulation phase or bull trap? 👇 #BTC #Crypto #Bitcoin #SquareInsight $BTC {future}(BTCUSDT)
🚨 BITCOIN’S MARKET IS HEALING… BUT NOBODY TRUSTS IT YET 😂
Glassnode’s latest Market Compass gives BTC a weird diagnosis:
25/100 — Defensive.
And it has stayed there for 8 straight sessions.
Sounds bearish, right?
Not so fast. 👀
Look underneath the surface:
📊 US spot BTC ETFs are still pulling in around +$95M/day, marking 8 consecutive positive sessions.
📊 BTC sits near $63.9K, while the average coin cost basis is around $52.8K.
📊 Long-term holders still control roughly 88% of supply — historically high conviction.
📊 Aggregate crypto open interest is around $31B, while BTC implied volatility is only ~36, barely off a 2-year low.
So why is the market still “Defensive”?
HERE’S THE TWIST 👀
The problem isn't necessarily Bitcoin.
It’s the marginal buyer.
ETF demand is strong, but stablecoin supply is still contracting ~0.9% month-over-month.
On-chain demand isn't fully confirming price either.
Active-address momentum remains below its baseline, while BTC trades well above the price implied by settlement activity.
And altcoins?
The Altcoin Season Index is only around 38, down more than 50% over the month.
Money isn't rushing down the risk curve.
It's hiding in BTC.
🧠 Square Insight:
This doesn't look like a clean bull market.
It looks more like a market quietly rebuilding its foundation while waiting for liquidity and demand to catch up.
The dangerous mistake may be calling this either “bullish” or “bearish” too early.
The real signal could be what happens next:
Does ETF demand finally spread into stablecoins + on-chain activity + altcoins?
Or does the dollar regain strength and shut the recovery down?
What do you think — accumulation phase or bull trap? 👇
#BTC #Crypto #Bitcoin #SquareInsight
$BTC
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🐋 $19.7M IN BTC LONGS — THEN ONE WHALE FLIPPED SHORT. 📸 Snapshot: 09:24–11:13 today, from CoinGlass Hyperliquid Whale Tracker. After BTC dropped to ~$61,079 overnight, big money started showing up around $63K: ⏱️ 09:35 — 0x50b3...20 opened a $9.40M BTC long at $63,062.9 ⏱️ 10:23 — 0xa445...9d opened a $10.32M BTC long at $62,991.9 That’s $19.72M in fresh BTC longs around the same zone. Then came the plot twist. 👀 ⏱️ 10:49 — 0x0799...6c closed a $3.80M BTC long at $63,511.5 ⏱️ 11:13 — the SAME wallet opened a $1.04M BTC short at $62,980. So within roughly an hour, two whales were buying the ~$63K zone — while another whale took profit and opened a smaller short. 🧠 Square Insight The buy-side conviction is clearly larger: $19.72M in fresh BTC longs vs. $1.04M in the short flip. But don’t ignore the reversal. That $1.04M short is much smaller, but it tells us something important: $63K may be attracting buyers — but not every whale believes the dump is over. 👇 What do you think? 🟢 $63K becomes the new floor? 🔴 Or is that $1M short an early warning? CoinGlass Hyperliquid Whale Tracker. NFA. DYOR. #WhaleAlert #Hyperliquid #BTC #SquareInsight $BTC {future}(BTCUSDT) $ETH {future}(ETHUSDT)
🐋 $19.7M IN BTC LONGS — THEN ONE WHALE FLIPPED SHORT.
📸 Snapshot: 09:24–11:13 today, from CoinGlass Hyperliquid Whale Tracker.
After BTC dropped to ~$61,079 overnight, big money started showing up around $63K:
⏱️ 09:35 — 0x50b3...20 opened a $9.40M BTC long at $63,062.9
⏱️ 10:23 — 0xa445...9d opened a $10.32M BTC long at $62,991.9
That’s $19.72M in fresh BTC longs around the same zone.
Then came the plot twist. 👀
⏱️ 10:49 — 0x0799...6c closed a $3.80M BTC long at $63,511.5
⏱️ 11:13 — the SAME wallet opened a $1.04M BTC short at $62,980.
So within roughly an hour, two whales were buying the ~$63K zone — while another whale took profit and opened a smaller short.
🧠 Square Insight
The buy-side conviction is clearly larger: $19.72M in fresh BTC longs vs. $1.04M in the short flip.
But don’t ignore the reversal.
That $1.04M short is much smaller, but it tells us something important:
$63K may be attracting buyers — but not every whale believes the dump is over.
👇 What do you think?
🟢 $63K becomes the new floor?
🔴 Or is that $1M short an early warning?
CoinGlass Hyperliquid Whale Tracker.
NFA. DYOR.
#WhaleAlert #Hyperliquid #BTC #SquareInsight
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🐋 ONE WALLET, $278M IN SHORTS, AND ONE SINGLE TRADE CARRYING THE ENTIRE PNL. Not my words. The numbers speak for themselves. This wallet — nicknamed "Leviathan" — is running $115M in equity, almost entirely short, across 16 different perp positions. From BTC and ETH down to FARTCOIN and PUMP. Sounds like a diversified bearish thesis? Look closer, and it's actually one whale betting the house on a handful of names — while blue chips are bleeding it dry. 📊 The big picture: 💰 Total equity: $115.5M 📉 Perp bias: Very bearish — short value $278M vs long value $12.5K 📈 30-day PnL: +21.71% (~$11.25M) 💵 Funding earned: +$4.45M 🎯 Combined PnL: +$8.98M Here's the twist: this wallet is short BTC and ETH at massive size ($78.6M and $111M) — and both are currently underwater. 🔥 The position actually carrying the book: 🐲 HYPE short: +$10.47M (+81.67% ROE) Strip that single trade out, and the rest of the portfolio is in the red. Meanwhile the "core" bets are struggling: BTC (-$713K, -4.58%), ETH (-$2.74M, -12.65%) — both still short at current prices, both still losing, both still open. 🧠 Square Insight What stands out isn't that a whale is short the market — that's routine. It's the concentration: one memecoin-adjacent trade is quietly bankrolling two losing bets on the two biggest assets in crypto. When $115M in capital stays "very bearish" on BTC and ETH even while both trades bleed, it's either extreme conviction — or extreme stubbornness. 👇 What's your take? 🔴 Is this whale patiently waiting for a BTC/ETH breakdown? 🟢 Or is HYPE the only thing standing between this wallet and a much smaller PnL number? on-chain wallet tracking, Hyperliquid. Not financial advice. NFA. DYOR. #WhaleAlert #SmartMoney #Hyperliquid  #SquareInsight     $BTC {future}(BTCUSDT) $ETH {future}(ETHUSDT) $HYPE {future}(HYPEUSDT)
🐋 ONE WALLET, $278M IN SHORTS, AND ONE SINGLE TRADE CARRYING THE ENTIRE PNL.
Not my words. The numbers speak for themselves.
This wallet — nicknamed "Leviathan" — is running $115M in equity, almost entirely short, across 16 different perp positions. From BTC and ETH down to FARTCOIN and PUMP.
Sounds like a diversified bearish thesis?
Look closer, and it's actually one whale betting the house on a handful of names — while blue chips are bleeding it dry.
📊 The big picture:
💰 Total equity: $115.5M
📉 Perp bias: Very bearish — short value $278M vs long value $12.5K
📈 30-day PnL: +21.71% (~$11.25M)
💵 Funding earned: +$4.45M
🎯 Combined PnL: +$8.98M
Here's the twist: this wallet is short BTC and ETH at massive size ($78.6M and $111M) — and both are currently underwater.
🔥 The position actually carrying the book:
🐲 HYPE short: +$10.47M (+81.67% ROE)
Strip that single trade out, and the rest of the portfolio is in the red.
Meanwhile the "core" bets are struggling: BTC (-$713K, -4.58%), ETH (-$2.74M, -12.65%) — both still short at current prices, both still losing, both still open.
🧠 Square Insight
What stands out isn't that a whale is short the market — that's routine. It's the concentration: one memecoin-adjacent trade is quietly bankrolling two losing bets on the two biggest assets in crypto.
When $115M in capital stays "very bearish" on BTC and ETH even while both trades bleed, it's either extreme conviction — or extreme stubbornness.
👇 What's your take?
🔴 Is this whale patiently waiting for a BTC/ETH breakdown?
🟢 Or is HYPE the only thing standing between this wallet and a much smaller PnL number?
on-chain wallet tracking, Hyperliquid.
Not financial advice. NFA. DYOR.
#WhaleAlert #SmartMoney #Hyperliquid #SquareInsight

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🐋 5 WHALES, 12 MINUTES, $18.85M IN MOVES — AND ETH SHORTS ARE OPENING RIGHT AS ANOTHER ONE CASHES OUT. 📸 Snapshot: 11:46–11:58 today, from Coinglass Hyperliquid Whale Tracker. Five separate whales, one tight window — but the ETH crowd is split on timing. ⏱️ 11:46 — 0x3418...d3 opened a $5.13M ETH short at $1,903.38 ⏱️ 11:46 — 0x563b...c4 closed a $3.52M BTC long at $63,576.1 ⏱️ 11:55 — 0x5986...d9 opened a $2.21M ETH short at $1,902.76 ⏱️ 11:56 — 0x039c...bd closed a $4.50M ETH short at $1,786.11 ⏱️ 11:58 — 0xbc76...7c closed a $3.49M BTC long at $64,176.8 Here's the twist: while two whales just opened fresh ETH shorts near $1,903, another whale closed out a short at $1,786 — meaning ETH had already dropped well below where the new shorts are betting from. The new entries are essentially betting on a fresh leg down from a level the market has already fallen through once. 📊 Quick recap: 🔴 New ETH shorts opened: $7.34M (combined) 🟢 ETH short closed (profit-taking): $4.50M 🔵 BTC longs closed: $7.01M (combined, two separate whales) 🧠 Square Insight The most interesting signal here isn't the ETH shorts themselves — it's the price gap. New shorts opening at $1,903 while an earlier short just closed at $1,786 shows this whale group isn't reacting to the same price anymore; they're positioning at different points in what could be the same downtrend. Meanwhile, two unrelated whales both chose to close BTC longs within the same 12 minutes — a smaller but notable signal that confidence in the current BTC range may be fading. 👇 What's your take? 🔴 Are the new ETH shorts catching the next leg down, or chasing a move that's already played out? 🟢 Or is this just noise from whales taking profit at different stages? Coinglass Hyperliquid, snapshot at 11:58 today. Price may have moved since you're reading this. Not financial advice. NFA. DYOR. #WhaleAlert #Hyperliquid #SmartMoney #SquareInsight $BTC {future}(BTCUSDT) $ETH {future}(ETHUSDT)
🐋 5 WHALES, 12 MINUTES, $18.85M IN MOVES — AND ETH SHORTS ARE OPENING RIGHT AS ANOTHER ONE CASHES OUT.
📸 Snapshot: 11:46–11:58 today, from Coinglass Hyperliquid Whale Tracker.
Five separate whales, one tight window — but the ETH crowd is split on timing.
⏱️ 11:46 — 0x3418...d3 opened a $5.13M ETH short at $1,903.38
⏱️ 11:46 — 0x563b...c4 closed a $3.52M BTC long at $63,576.1
⏱️ 11:55 — 0x5986...d9 opened a $2.21M ETH short at $1,902.76
⏱️ 11:56 — 0x039c...bd closed a $4.50M ETH short at $1,786.11
⏱️ 11:58 — 0xbc76...7c closed a $3.49M BTC long at $64,176.8
Here's the twist: while two whales just opened fresh ETH shorts near $1,903, another whale closed out a short at $1,786 — meaning ETH had already dropped well below where the new shorts are betting from. The new entries are essentially betting on a fresh leg down from a level the market has already fallen through once.
📊 Quick recap:
🔴 New ETH shorts opened: $7.34M (combined)
🟢 ETH short closed (profit-taking): $4.50M
🔵 BTC longs closed: $7.01M (combined, two separate whales)
🧠 Square Insight
The most interesting signal here isn't the ETH shorts themselves — it's the price gap. New shorts opening at $1,903 while an earlier short just closed at $1,786 shows this whale group isn't reacting to the same price anymore; they're positioning at different points in what could be the same downtrend. Meanwhile, two unrelated whales both chose to close BTC longs within the same 12 minutes — a smaller but notable signal that confidence in the current BTC range may be fading.
👇 What's your take?
🔴 Are the new ETH shorts catching the next leg down, or chasing a move that's already played out?
🟢 Or is this just noise from whales taking profit at different stages?
Coinglass Hyperliquid, snapshot at 11:58 today. Price may have moved since you're reading this.
Not financial advice. NFA. DYOR.
#WhaleAlert #Hyperliquid #SmartMoney #SquareInsight
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🐋 SAME PRICE ZONE, OPPOSITE BET — WHALES JUST FLIPPED FROM SHORT TO LONG IN UNDER 30 MINUTES. 📸 Snapshot: 12:02–12:33 today, from Coinglass Hyperliquid Whale Tracker. Barely half an hour after whales were opening ETH shorts and closing BTC longs near $1,903 and $64,177 — the exact same price zone just saw the opposite trade. ⏱️ 12:02 — 0x3200...07 opened a $7.85M ETH long at $1,900 ⏱️ 12:05 — 0x7335...0c opened a $1.27M ETH long at $1,901.27 ⏱️ 12:06 — 0x9abb...d8 closed a $2.58M BTC short at $64,105 ⏱️ 12:33 — 0xefee...61 opened a $4.81M BTC long at $64,112.8 Here's the twist: this isn't a random flip. ETH is trading almost exactly where the earlier shorts opened ($1,900 vs $1,903), and BTC is sitting right where longs were closed 35 minutes ago ($64,112 vs $64,177). Different whales, same price levels, completely opposite conviction. 📊 Quick recap: 🟢 New ETH longs opened: $9.12M (combined) 🟢 New BTC long opened: $4.81M 🔵 BTC short closed: $2.58M ➕ Total bullish shift: ~$16.5M in fresh long exposure 🧠 Square Insight When positioning flips this hard at nearly the same price level within half an hour, it usually means the market is genuinely undecided — both sides are testing the same zone and neither has held conviction for long. It's less "smart money agrees on direction" and more "this price level is where everyone's decision-making resets." 👇 What's your take? 🟢 Is this the real reversal, with fresh longs about to push through? 🔴 Or just whales taking turns getting chopped at the same range? Coinglass Hyperliquid, snapshot at 12:33 today. Price may have moved since you're reading this. Not financial advice. NFA. DYOR.  #WhaleAlert #SmartMoney #Hyperliquid #SquareInsight    $BTC {future}(BTCUSDT) $ETH {future}(ETHUSDT)
🐋 SAME PRICE ZONE, OPPOSITE BET — WHALES JUST FLIPPED FROM SHORT TO LONG IN UNDER 30 MINUTES.
📸 Snapshot: 12:02–12:33 today, from Coinglass Hyperliquid Whale Tracker.
Barely half an hour after whales were opening ETH shorts and closing BTC longs near $1,903 and $64,177 — the exact same price zone just saw the opposite trade.
⏱️ 12:02 — 0x3200...07 opened a $7.85M ETH long at $1,900
⏱️ 12:05 — 0x7335...0c opened a $1.27M ETH long at $1,901.27
⏱️ 12:06 — 0x9abb...d8 closed a $2.58M BTC short at $64,105
⏱️ 12:33 — 0xefee...61 opened a $4.81M BTC long at $64,112.8
Here's the twist: this isn't a random flip. ETH is trading almost exactly where the earlier shorts opened ($1,900 vs $1,903), and BTC is sitting right where longs were closed 35 minutes ago ($64,112 vs $64,177). Different whales, same price levels, completely opposite conviction.
📊 Quick recap:
🟢 New ETH longs opened: $9.12M (combined)
🟢 New BTC long opened: $4.81M
🔵 BTC short closed: $2.58M
➕ Total bullish shift: ~$16.5M in fresh long exposure
🧠 Square Insight
When positioning flips this hard at nearly the same price level within half an hour, it usually means the market is genuinely undecided — both sides are testing the same zone and neither has held conviction for long. It's less "smart money agrees on direction" and more "this price level is where everyone's decision-making resets."
👇 What's your take?
🟢 Is this the real reversal, with fresh longs about to push through?
🔴 Or just whales taking turns getting chopped at the same range?
Coinglass Hyperliquid, snapshot at 12:33 today. Price may have moved since you're reading this.
Not financial advice. NFA. DYOR.
#WhaleAlert #SmartMoney #Hyperliquid #SquareInsight

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🐋 BTC WHALES JUST DOUBLED DOWN ON SHORTS — $5.3M IN FRESH BEARISH BETS IN 7 MINUTES. 📸 Snapshot: 23:39–23:53 today, from Coinglass Hyperliquid Whale Tracker. The interesting part isn't just the size. It's the sequence. ⏱️ 23:39 — 0x1ee7...f5 closed a $9.74M BTC long at $64,689 ⏱️ 23:45 — 0xbba1...7a opened a $1.02M HYPE long at $54.4864 ⏱️ 23:46 — 0x408d...ac opened a $2.59M BTC short at $64,754.3 ⏱️ 23:53 — 0x8e2d...14 opened another $2.74M BTC short at $64,808.6 And here's the twist 👀 Just 14 minutes after a $9.74M BTC long was closed, two different whales opened BTC shorts within 7 minutes. Combined? 📊 Quick recap: 🔴 BTC long closed: $9.74M 🔴 Fresh BTC shorts: $5.33M 🟢 HYPE long opened: $1.02M 💥 $16.09M in major whale positioning changes More importantly, both BTC shorts were opened around $64.75K–$64.81K. That's starting to look like a decision zone. 🧠 Square Insight One whale taking $9.74M off the BTC long table could be profit-taking. But when two other whales immediately start shorting almost the same price area, the signal becomes harder to ignore. They're not necessarily predicting a crash. They're saying: “$64.8K? I'll bet against it.” 👇 What's your take? 🔴 Is $64.8K becoming whale resistance? 🟢 Or are these shorts about to become liquidity for the next BTC breakout? Coinglass Hyperliquid Whale Tracker, snapshot at 23:53 today. Positions may have changed since. NFA. DYOR.   #WhaleAlert #SmartMoney #Hyperliquid #SquareInsight    $BTC {future}(BTCUSDT) $HYPE {future}(HYPEUSDT)
🐋 BTC WHALES JUST DOUBLED DOWN ON SHORTS — $5.3M IN FRESH BEARISH BETS IN 7 MINUTES.
📸 Snapshot: 23:39–23:53 today, from Coinglass Hyperliquid Whale Tracker.
The interesting part isn't just the size.
It's the sequence.
⏱️ 23:39 — 0x1ee7...f5 closed a $9.74M BTC long at $64,689
⏱️ 23:45 — 0xbba1...7a opened a $1.02M HYPE long at $54.4864
⏱️ 23:46 — 0x408d...ac opened a $2.59M BTC short at $64,754.3
⏱️ 23:53 — 0x8e2d...14 opened another $2.74M BTC short at $64,808.6
And here's the twist 👀
Just 14 minutes after a $9.74M BTC long was closed, two different whales opened BTC shorts within 7 minutes.
Combined?
📊 Quick recap:
🔴 BTC long closed: $9.74M
🔴 Fresh BTC shorts: $5.33M
🟢 HYPE long opened: $1.02M
💥 $16.09M in major whale positioning changes
More importantly, both BTC shorts were opened around $64.75K–$64.81K.
That's starting to look like a decision zone.
🧠 Square Insight
One whale taking $9.74M off the BTC long table could be profit-taking.
But when two other whales immediately start shorting almost the same price area, the signal becomes harder to ignore.
They're not necessarily predicting a crash.
They're saying: “$64.8K? I'll bet against it.”
👇 What's your take?
🔴 Is $64.8K becoming whale resistance?
🟢 Or are these shorts about to become liquidity for the next BTC breakout?
Coinglass Hyperliquid Whale Tracker, snapshot at 23:53 today. Positions may have changed since.
NFA. DYOR.
#WhaleAlert #SmartMoney #Hyperliquid #SquareInsight
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🐋 OVERNIGHT UPDATE: THE BTC DROP FROM LAST NIGHT ISN'T OVER — WHALES ARE STILL GETTING SHAKEN OUT. 📸 Snapshot: 00:33–06:00 (overnight, compiled), from Coinglass Hyperliquid Whale Tracker. Last night we tracked BTC longs getting closed as price fell from ~$64,200 to a low near $61,079. Overnight data shows the story continued. Wallet 0xcab5...6e — closing out fast, early in the night: ⏱️ 00:33 — closed a $25.19M BTC short at $63,208.4 ⏱️ 00:34 — closed a $2.53M ETH short at $1,860.76 ⏱️ 01:40 — closed a $9.37M ETH long at $1,874 Wallet 0xd45d...22 — long liquidations continuing into the morning: ⏱️ 04:57 — closed a $7.24M BTC long at $64,305.5 ⏱️ 06:00 — closed a $2.88M BTC long at $62,975.5 — price down again from the first close Twist: 0xcab5...6e closed both a short AND a long within the same hour — a wallet caught on both sides of the volatility, not just one. And 0xd45d...22's two BTC long closes, over an hour apart, show price still swinging wide overnight instead of settling. 🧠 Square Insight When a single wallet closes short, short, and long positions within about an hour, it's less a directional signal and more a sign of a genuinely volatile, hard-to-hold market. Combined with BTC longs still closing at lower prices into the early morning, last night's move looks less like a one-off drop and more like an extended shakeout still playing out. 👇 What's your take? 🔴 Is BTC still searching for a bottom after last night's drop? 🟢 Or is this the tail end of the move, with whales finishing their exits? Coinglass Hyperliquid, overnight snapshot compiled up to 06:00. Price may have moved since you're reading this. Not financial advice. NFA. DYOR. #WhaleAlert #SmartMoney #Hyperliquid #SquareInsight   $BTC {future}(BTCUSDT) $ETH {future}(ETHUSDT)
🐋 OVERNIGHT UPDATE: THE BTC DROP FROM LAST NIGHT ISN'T OVER — WHALES ARE STILL GETTING SHAKEN OUT.
📸 Snapshot: 00:33–06:00 (overnight, compiled), from Coinglass Hyperliquid Whale Tracker.
Last night we tracked BTC longs getting closed as price fell from ~$64,200 to a low near $61,079. Overnight data shows the story continued.
Wallet 0xcab5...6e — closing out fast, early in the night:
⏱️ 00:33 — closed a $25.19M BTC short at $63,208.4
⏱️ 00:34 — closed a $2.53M ETH short at $1,860.76
⏱️ 01:40 — closed a $9.37M ETH long at $1,874
Wallet 0xd45d...22 — long liquidations continuing into the morning:
⏱️ 04:57 — closed a $7.24M BTC long at $64,305.5
⏱️ 06:00 — closed a $2.88M BTC long at $62,975.5 — price down again from the first close
Twist: 0xcab5...6e closed both a short AND a long within the same hour — a wallet caught on both sides of the volatility, not just one. And 0xd45d...22's two BTC long closes, over an hour apart, show price still swinging wide overnight instead of settling.
🧠 Square Insight
When a single wallet closes short, short, and long positions within about an hour, it's less a directional signal and more a sign of a genuinely volatile, hard-to-hold market. Combined with BTC longs still closing at lower prices into the early morning, last night's move looks less like a one-off drop and more like an extended shakeout still playing out.
👇 What's your take?
🔴 Is BTC still searching for a bottom after last night's drop?
🟢 Or is this the tail end of the move, with whales finishing their exits?
Coinglass Hyperliquid, overnight snapshot compiled up to 06:00. Price may have moved since you're reading this.
Not financial advice. NFA. DYOR.
#WhaleAlert #SmartMoney #Hyperliquid #SquareInsight
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🐋 ONE WHALE, TWO EXITS, $74.55M — SCALING OUT OF A SHORT INSTEAD OF DUMPING IT ALL AT ONCE. 📸 Snapshot: 05:07–07:49 today, from Coinglass Hyperliquid Whale Tracker. Most whale closes happen in a single move. This one took nearly 3 hours — and two separate exits. ⏱️ 05:07 — 0x004e...b8 closed a $64.73M BTC short at $65,001.9 ⏱️ 07:49 — same wallet 0x004e...b8 closed another $9.82M BTC short at $64,733.8 ⏱️ 07:49 — 0x049b...7d closed a $9.87M ETH short at $1,921.25 Here's the twist: the same wallet didn't close its BTC short all at once. It exited the bulk ($64.73M) first, then came back nearly 3 hours later to close a smaller remaining chunk ($9.82M) — at a lower price than the first exit. That means the second close was even more profitable than the first, since BTC kept drifting down between the two moves. 📊 Quick recap: 🔵 BTC short closed (total, same wallet): $74.55M 🔵 ETH short closed (separate wallet): $9.87M ➕ Combined short exposure removed: ~$84.42M 🧠 Square Insight Scaling out of a position in stages — rather than closing it all in one shot — usually signals a whale actively managing risk rather than panic-exiting. Closing the second, smaller chunk at a lower price than the first also suggests this wasn't a rushed decision; the wallet let the trade keep working before fully stepping away. 👇 What's your take? 🔴 Is this the sign of a well-timed short finally being cashed in at the bottom of the move? 🟢 Or does $84M in short-covering hint at a short-term bounce building for BTC and ETH? Coinglass Hyperliquid, snapshot at 07:49 today. Price may have moved since you're reading this. Not financial advice. NFA. DYOR. #WhaleAlert #SmartMoney #Hyperliquid #SquareInsight $BTC {future}(BTCUSDT) $ETH {future}(ETHUSDT)
🐋 ONE WHALE, TWO EXITS, $74.55M — SCALING OUT OF A SHORT INSTEAD OF DUMPING IT ALL AT ONCE.
📸 Snapshot: 05:07–07:49 today, from Coinglass Hyperliquid Whale Tracker.
Most whale closes happen in a single move. This one took nearly 3 hours — and two separate exits.
⏱️ 05:07 — 0x004e...b8 closed a $64.73M BTC short at $65,001.9
⏱️ 07:49 — same wallet 0x004e...b8 closed another $9.82M BTC short at $64,733.8
⏱️ 07:49 — 0x049b...7d closed a $9.87M ETH short at $1,921.25
Here's the twist: the same wallet didn't close its BTC short all at once. It exited the bulk ($64.73M) first, then came back nearly 3 hours later to close a smaller remaining chunk ($9.82M) — at a lower price than the first exit. That means the second close was even more profitable than the first, since BTC kept drifting down between the two moves.
📊 Quick recap:
🔵 BTC short closed (total, same wallet): $74.55M
🔵 ETH short closed (separate wallet): $9.87M
➕ Combined short exposure removed: ~$84.42M
🧠 Square Insight
Scaling out of a position in stages — rather than closing it all in one shot — usually signals a whale actively managing risk rather than panic-exiting. Closing the second, smaller chunk at a lower price than the first also suggests this wasn't a rushed decision; the wallet let the trade keep working before fully stepping away.
👇 What's your take?
🔴 Is this the sign of a well-timed short finally being cashed in at the bottom of the move?
🟢 Or does $84M in short-covering hint at a short-term bounce building for BTC and ETH?
Coinglass Hyperliquid, snapshot at 07:49 today. Price may have moved since you're reading this.
Not financial advice. NFA. DYOR.
#WhaleAlert #SmartMoney #Hyperliquid #SquareInsight
$BTC
$ETH
ເບິ່ງການແປ
#spacexfallsonaispendingafterdebutearnings 😂 TWO COMPANIES JUST BEAT EARNINGS — AND GOT PUNISHED FOR IT ANYWAY. Imagine crushing Wall Street's numbers and still watching your stock get dumped after hours. That's SpaceX AND AMD, same week. 👀 SpaceX (first earnings report ever, post-IPO): 📈 Revenue: $7.81B vs $6.9B expected (+92% YoY) 📈 Net loss narrowed to $541M from $1B 📉 Stock fell ~8% after hours anyway 💥 Why: AI capex hit $18.4B for the quarter — AI segment alone burned $15.8B, up from $7.7B in Q1 AMD (same day, same story): 📈 Revenue: $11.54B vs $11.28B expected, record quarter 📈 Data center revenue up 107% YoY 📉 Stock fell ~8% after hours too — despite RAISING Q3 guidance to $13B 💥 Why: gross margin missed (54% vs 56% expected), driven by Helios AI infrastructure ramp costs — capex more than doubled from $389M to $808M Here's the twist. 🤯 Both stocks had massive run-ups right before earnings (AMD +7.7% same day, up 140% YTD). Beating estimates wasn't enough — investors had already priced in perfection, so any AI-spending shadow got magnified into a sell-off. 🧠 Square Insight: This isn't "AI is a bubble." It's that Wall Street is now treating AI capex as a report card, not a footnote. Beat the top and bottom line all you want — if the market thinks you're burning too much cash to build the future, it'll punish the stock today and ask questions about ROI later. If this becomes the new pattern for every AI-heavy earnings report, does "beat and rally" even mean anything anymore — or does capex now decide the reaction? 👀 #AMDFalls8%AfterHours #Aİ #SquareInsight $AMD {future}(AMDUSDT)
#spacexfallsonaispendingafterdebutearnings
😂 TWO COMPANIES JUST BEAT EARNINGS — AND GOT PUNISHED FOR IT ANYWAY.
Imagine crushing Wall Street's numbers and still watching your stock get dumped after hours. That's SpaceX AND AMD, same week. 👀
SpaceX (first earnings report ever, post-IPO):
📈 Revenue: $7.81B vs $6.9B expected (+92% YoY)
📈 Net loss narrowed to $541M from $1B
📉 Stock fell ~8% after hours anyway
💥 Why: AI capex hit $18.4B for the quarter — AI segment alone burned $15.8B, up from $7.7B in Q1
AMD (same day, same story):
📈 Revenue: $11.54B vs $11.28B expected, record quarter
📈 Data center revenue up 107% YoY
📉 Stock fell ~8% after hours too — despite RAISING Q3 guidance to $13B
💥 Why: gross margin missed (54% vs 56% expected), driven by Helios AI infrastructure ramp costs — capex more than doubled from $389M to $808M
Here's the twist. 🤯 Both stocks had massive run-ups right before earnings (AMD +7.7% same day, up 140% YTD). Beating estimates wasn't enough — investors had already priced in perfection, so any AI-spending shadow got magnified into a sell-off.
🧠 Square Insight:
This isn't "AI is a bubble." It's that Wall Street is now treating AI capex as a report card, not a footnote. Beat the top and bottom line all you want — if the market thinks you're burning too much cash to build the future, it'll punish the stock today and ask questions about ROI later.
If this becomes the new pattern for every AI-heavy earnings report, does "beat and rally" even mean anything anymore — or does capex now decide the reaction? 👀
#AMDFalls8%AfterHours #Aİ #SquareInsight

$AMD
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😂 A single bad print in Korea, in a market nobody was watching — and half a world away, traders on Hyperliquid got wiped out for $80M in minutes. No hack, no rug pull — just an oracle believing the wrong number. 📖 Night of July 28: NextTrade (a Korean alternative exchange) recorded an abnormal trade — SK Hynix's price dropped over 30% during a thin pre-market session. Trade.xyz — the operator behind the synthetic SKHX contract on Hyperliquid — pulled that price straight into its oracle feed. The result: SKHX cratered 17.9% in minutes, triggering forced liquidations across nearly 1,000 accounts, for total losses over $80 million. The catch: the real stock recovered almost immediately. 📊 The 3 numbers worth the most: 30% (the oracle price deviation), $80M (liquidation losses), 71% (the share of top-performing traders' positions sitting short on SKHX). 🔄 Twist: while "smart money" leaned heavily short, one whale (0xC8b5) kept doubling down long — opening $31M, then adding another $34.28M, now sitting on a $2.26M loss. Big capital doesn't mean reading the market right. 🧠 Square Insight: In "24/7 synthetic stock" markets, the real danger isn't calling the trend wrong — it's being right and still getting wiped out by a price glitch that lasted a few seconds. ❓ If a product's biggest selling point is "trade stocks anytime, no market hours" — but the thinnest, most manipulable liquidity hides exactly in those off-hours — do you still trust the "24/7" promise? #Liquidations #DeFi #Hyperliquid #SquareInsight $LINK {future}(LINKUSDT) $SNX {future}(SNXUSDT) $BTC {future}(BTCUSDT)
😂 A single bad print in Korea, in a market nobody was watching — and half a world away, traders on Hyperliquid got wiped out for $80M in minutes. No hack, no rug pull — just an oracle believing the wrong number.

📖 Night of July 28: NextTrade (a Korean alternative exchange) recorded an abnormal trade — SK Hynix's price dropped over 30% during a thin pre-market session. Trade.xyz — the operator behind the synthetic SKHX contract on Hyperliquid — pulled that price straight into its oracle feed. The result: SKHX cratered 17.9% in minutes, triggering forced liquidations across nearly 1,000 accounts, for total losses over $80 million.

The catch: the real stock recovered almost immediately.

📊 The 3 numbers worth the most: 30% (the oracle price deviation), $80M (liquidation losses), 71% (the share of top-performing traders' positions sitting short on SKHX).

🔄 Twist: while "smart money" leaned heavily short, one whale (0xC8b5) kept doubling down long — opening $31M, then adding another $34.28M, now sitting on a $2.26M loss. Big capital doesn't mean reading the market right.

🧠 Square Insight: In "24/7 synthetic stock" markets, the real danger isn't calling the trend wrong — it's being right and still getting wiped out by a price glitch that lasted a few seconds.

❓ If a product's biggest selling point is "trade stocks anytime, no market hours" — but the thinnest, most manipulable liquidity hides exactly in those off-hours — do you still trust the "24/7" promise? #Liquidations #DeFi #Hyperliquid #SquareInsight $LINK
$SNX
$BTC
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#bip110softforkattemptbegins 🍿 ប៊ីតកុន JUST "WON" — ប៉ុន្តែខាងចាញ់មិនចាកចេញទេ។ ការគាំទ្ររបស់អ្នកជីក (miner) គឺ 2.5%។ ខ្សែសង្វាក់ (chain) ដែលផ្តាច់ចេញ បានជីក 2 ប្លុក ហើយបន្ទាប់មកស្ងាត់ទៅវិញ។ Mainnet បានទាញទៅមុខ 26 ប្លុក។ ចប់ស្អាតមែនទេ? មិនទាន់ — អ្នកទើបតែអានពាក់កណ្តាលរឿងប៉ុណ្ណោះ។ 📖 មុនពេល BIP-110 ដួលរលំ អ្នកអភិវឌ្ឍន៍ Chris Guida បានប្តូរមូលដ្ឋាន (quietly rebased) កូដចាស់ឆ្នាំ 2017 របស់ Luke Dashjr ទៅលើ Bitcoin Knots — ជាផែនការ B ប្រសិនបើអ្នកជីកបដិសេធមិនសញ្ញា។ ពួកគេបដិសេធ។ ផែនការ B ឥឡូវនេះត្រូវបានដាក់នៅលើតុ។ 📊 លេខ៖ Miner support: ចាក់សោនៅ 2.53–2.56% (40/1,561 blocks) តម្រូវការដំបូង៖ 55% — មិនអាចទៅដល់បានតាមគណិតក្នុងរយៈពេលនេះ ខ្សែសង្វាក់ភាគតិច: 2 ប្លុក ហើយបន្ទាប់មកធ្លាក់តាមក្រោយ 26 Proposed PoW hard fork date: Sept 1, 2026 កូដ PoW ថ្មី៖ បាន rebased ហើយ សម្រាប់ដាក់ឲ្យប្រើប្រាស់ 🌀 បង្វិល (Twist): នេះមិនមែនអំពី Ordinals/Runes ទៀតទេ។ អ្នកនិពន្ធ BIP-110, Dathon Ohm បាននិយាយថា សហគមន៍កំពុងរៀបចំឲ្យអ្នកជីកបច្ចុប្បន្ន "ចាកចេញ" — ហើយតាមពាក្យគាត់, "យើងនឹងជួលអ្នកជីកថ្មី"។ សេចក្តីបកប្រែ៖ បើអ្នកមិនអាចបញ្ចុះបញ្ចូលពួកគេបាន សូមជំនួសពួកគេ។ ការផ្លាស់ប្តូរ PoW មិនមែនជាការធ្វើ soft fork ទេ — វាបំបែក Bitcoin ទៅជាពីរខ្សែសង្វាក់ដែលមិនអាចប្រើជាមួយគ្នាបាន ហើយអាចធ្វើឲ្យរាប់ពាន់លានដុល្លារជាប់ក្នុងឧបករណ៍ ASIC។ 🧠 គំនិតសំខាន់: BIP-110 ចាញ់ក្នុងជុំទីមួយ ប៉ុន្តែវាមិនមែនជាចុងបញ្ចប់ទេ។ វាជាតេស្តស្ត្រេស ថាតើអ្នកជីកអាចធ្វើអ្វីបានខ្លាំងប៉ុណ្ណា។ ចម្លើយ៖ ស្ទើរតែមិនទេ។ ឥឡូវ fallback មិនមែនជាការបញ្ចុះបញ្ចូលទេ — តែជាការដកចេញ។ សំណួរមិនមែន "តើ BIP-110 នឹងដំណើរការ" ទៀតទេ។ តែជា៖ បើក្រុមតូចមួយ សុខចិត្តសរសេរកម្មវិធីជីកឡើងវិញ ដើម្បីបណ្តេញអ្នកជីកដែលមិនយល់ស្រប — តើចំណុចបន្ទាត់នៅឯណា រវាងការការពារការបែងចែកអំណាច (decentralization) និងការដណ្តើមយកបណ្តាញ? 👀 $BTC #Bitcoin #BTC #SquareInsight {future}(BTCUSDT)
#bip110softforkattemptbegins
🍿 ប៊ីតកុន JUST "WON" — ប៉ុន្តែខាងចាញ់មិនចាកចេញទេ។
ការគាំទ្ររបស់អ្នកជីក (miner) គឺ 2.5%។ ខ្សែសង្វាក់ (chain) ដែលផ្តាច់ចេញ បានជីក 2 ប្លុក ហើយបន្ទាប់មកស្ងាត់ទៅវិញ។ Mainnet បានទាញទៅមុខ 26 ប្លុក។ ចប់ស្អាតមែនទេ?
មិនទាន់ — អ្នកទើបតែអានពាក់កណ្តាលរឿងប៉ុណ្ណោះ។
📖 មុនពេល BIP-110 ដួលរលំ អ្នកអភិវឌ្ឍន៍ Chris Guida បានប្តូរមូលដ្ឋាន (quietly rebased) កូដចាស់ឆ្នាំ 2017 របស់ Luke Dashjr ទៅលើ Bitcoin Knots — ជាផែនការ B ប្រសិនបើអ្នកជីកបដិសេធមិនសញ្ញា។
ពួកគេបដិសេធ។ ផែនការ B ឥឡូវនេះត្រូវបានដាក់នៅលើតុ។
📊 លេខ៖
Miner support: ចាក់សោនៅ 2.53–2.56% (40/1,561 blocks) តម្រូវការដំបូង៖ 55% — មិនអាចទៅដល់បានតាមគណិតក្នុងរយៈពេលនេះ ខ្សែសង្វាក់ភាគតិច: 2 ប្លុក ហើយបន្ទាប់មកធ្លាក់តាមក្រោយ 26 Proposed PoW hard fork date: Sept 1, 2026 កូដ PoW ថ្មី៖ បាន rebased ហើយ សម្រាប់ដាក់ឲ្យប្រើប្រាស់
🌀 បង្វិល (Twist): នេះមិនមែនអំពី Ordinals/Runes ទៀតទេ។ អ្នកនិពន្ធ BIP-110, Dathon Ohm បាននិយាយថា សហគមន៍កំពុងរៀបចំឲ្យអ្នកជីកបច្ចុប្បន្ន "ចាកចេញ" — ហើយតាមពាក្យគាត់, "យើងនឹងជួលអ្នកជីកថ្មី"។ សេចក្តីបកប្រែ៖ បើអ្នកមិនអាចបញ្ចុះបញ្ចូលពួកគេបាន សូមជំនួសពួកគេ។
ការផ្លាស់ប្តូរ PoW មិនមែនជាការធ្វើ soft fork ទេ — វាបំបែក Bitcoin ទៅជាពីរខ្សែសង្វាក់ដែលមិនអាចប្រើជាមួយគ្នាបាន ហើយអាចធ្វើឲ្យរាប់ពាន់លានដុល្លារជាប់ក្នុងឧបករណ៍ ASIC។
🧠 គំនិតសំខាន់: BIP-110 ចាញ់ក្នុងជុំទីមួយ ប៉ុន្តែវាមិនមែនជាចុងបញ្ចប់ទេ។ វាជាតេស្តស្ត្រេស ថាតើអ្នកជីកអាចធ្វើអ្វីបានខ្លាំងប៉ុណ្ណា។ ចម្លើយ៖ ស្ទើរតែមិនទេ។ ឥឡូវ fallback មិនមែនជាការបញ្ចុះបញ្ចូលទេ — តែជាការដកចេញ។
សំណួរមិនមែន "តើ BIP-110 នឹងដំណើរការ" ទៀតទេ។
តែជា៖ បើក្រុមតូចមួយ សុខចិត្តសរសេរកម្មវិធីជីកឡើងវិញ ដើម្បីបណ្តេញអ្នកជីកដែលមិនយល់ស្រប — តើចំណុចបន្ទាត់នៅឯណា រវាងការការពារការបែងចែកអំណាច (decentralization) និងការដណ្តើមយកបណ្តាញ? 👀
$BTC #Bitcoin #BTC #SquareInsight
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ຢືນຢັນແລ້ວ
#mastercardcompletesbvnkstablecoinacquisition 😂 MASTERCARD JUST BOUGHT STABLECOIN INFRASTRUCTURE — AND ONE OF ITS BIGGEST CLIENTS IS ALREADY VISA. ຈິນຕະນາການໃຊ້ເງິນ $1.8B ເພື່ອຊື້ບໍລິສັດ… ແລະຄູ່ແຂ່ງທີ່ໃຫຍ່ສຸດຂອງເຈົ້າ ກໍ່ແລ້ວ ເປັນລູກຄ້າຂອງສ່ວນການຈ່າຍເງິນຂອງມັນ. 👀 Mastercard ປິດການຊື້ກິດຈະການ BVNK ຢ່າງເປັນທາງການໃນວັນທີ 3 ສິງຫາ — ບໍລິສັດກໍ່ສ້າງ stablecoin ທີ່ຢູ່ລອນດອນ ທີ່ປະມວນ ~ $30B ໃນປະລິມານຕໍ່ປີ ຂ້າມ 150+ ສະກຸນເງິນ ແລະ 200+ ປະເທດ. 📊 ຕົວເລກ: 💰 ມູນຄ່າດີລ: ສູງເຖິງ $1.8B ($1.5B ຈ່າຍລ່ວງໜ້າ + $300M earnout) 📈 ປະລິມານຂອງ BVNK ເຕີບໂຕ 2.3x ທຽບປີຕໍ່ປີ ຮອດປີ 2025 🏢 ລູກຄ້າອົງກອນທີ່ມີຢູ່: Worldpay, Deel, Rapyd, Flywire — ແລະ Visa Direct ແມ່ນແລ້ວ, Visa Direct (ຄູ່ແຂ່ງໂດຍກົງຂອງ Mastercard) ກໍ່ກໍາລັງເຮັດການຈ່າຍເງິນຜ່ານເສັ້ນທາງ (rails) ຂອງ BVNK ຢູ່ແລ້ວ ກ່ອນທີ່ Mastercard ຈະຊື້ມັນ. ນີ້ຄືສິ່ງທີ່ພິເສດ. 🤯 ນີ້ບໍ່ແມ່ນການຮ່ວມມື ຫຼື ລອງນໍາໃຊ້ — Mastercard ເປັນເຄືອຂ່າຍການຈ່າຍເງິນທີ່ຈົດລາຍຊື້ສາທາລະນະຂອງຂະໜາດໃຫຍ່ທຳອິດທີ່ຊື້ເຂົ້າໄປສູ່ stablecoin infrastructure ໂດຍກົງ ບໍ່ແມ່ນພຽງແຕ່ເສືອກໃຊ້ເຄື່ອງຂອງຄົນອື່ນ. ແລະຕະຫຼາດຕອບຮັບຢ່າງໃດ? ຮຸ້ນຂອງ Mastercard ປິດຢູ່ເກືອບບໍ່ປ່ຽນ (-0.4%) ໃນມື້ທີ່ດີລປິດ. ບໍ່ມີ pump, ບໍ່ມີ hype. 🧠 Square Insight: ການຕອບຮັບຂອງຮຸ້ນທີ່ບໍ່ค่อยຫວືດຫຼາຍຕໍ່ການຊື້ກິດຈະການ $1.8B ບໍ່ແມ່ນສັນຍານວ່າດີລບໍ່ມີຄວາມໝາຍ — ແຕ່ເປັນສັນຍານວ່າ Wall Street ມອງເຫັນມັນເປັນ “infrastructure” ບໍ່ແມ່ນ speculation. Stablecoins ທີ່ຂຶ້ນໄປຢູ່ໃນໂຕນ “boring plumbing” (ການຈ່າຍຂ້າມຊາຍແດນ, ການໄຫຼຂອງ treasury, settlement) ມັກຈະເປັນສັນຍານທີ່ໃຫຍ່ກວ່າການປັ່ນລາຄາຄັ້ງໃດຄັ້ງໜຶ່ງ. ເມື່ອ TradFi giants ຊື້ rails ໄປເລີຍ ບໍ່ໄດ້ເຊົ່າມາໃຊ້ — ນັ້ນມັກຈະແມ່ນຈຸດທີ່ເຕັກໂນໂລຍີຈາກ “ຄວາມສ່ຽງ/ການພະນັນ” ກາຍເປັນ “ຄ່າປົກກະຕິ”​. ຖ້າຕອນນີ້ Mastercard ເປັນເຈົ້າຂອງທໍ່ (pipes) ທີ່ payment arm ຂອງ Visa ໃຊ້ — ມັນອາດຈະເອື້ອຍອຳນວຍ Mastercard ແບບງຽບໆ ໃນການແຂ່ງ stablecoin ບໍ? ຫຼື Visa ຈະສ້າງຂອງຕົນເອງຕໍ່? 👀 #Stablecoin #Crypto #SquareInsight $BTC {future}(BTCUSDT) $XRP {future}(XRPUSDT)
#mastercardcompletesbvnkstablecoinacquisition
😂 MASTERCARD JUST BOUGHT STABLECOIN INFRASTRUCTURE — AND ONE OF ITS BIGGEST CLIENTS IS ALREADY VISA.
ຈິນຕະນາການໃຊ້ເງິນ $1.8B ເພື່ອຊື້ບໍລິສັດ… ແລະຄູ່ແຂ່ງທີ່ໃຫຍ່ສຸດຂອງເຈົ້າ ກໍ່ແລ້ວ ເປັນລູກຄ້າຂອງສ່ວນການຈ່າຍເງິນຂອງມັນ. 👀
Mastercard ປິດການຊື້ກິດຈະການ BVNK ຢ່າງເປັນທາງການໃນວັນທີ 3 ສິງຫາ — ບໍລິສັດກໍ່ສ້າງ stablecoin ທີ່ຢູ່ລອນດອນ ທີ່ປະມວນ ~ $30B ໃນປະລິມານຕໍ່ປີ ຂ້າມ 150+ ສະກຸນເງິນ ແລະ 200+ ປະເທດ.
📊 ຕົວເລກ:
💰 ມູນຄ່າດີລ: ສູງເຖິງ $1.8B ($1.5B ຈ່າຍລ່ວງໜ້າ + $300M earnout)
📈 ປະລິມານຂອງ BVNK ເຕີບໂຕ 2.3x ທຽບປີຕໍ່ປີ ຮອດປີ 2025
🏢 ລູກຄ້າອົງກອນທີ່ມີຢູ່: Worldpay, Deel, Rapyd, Flywire — ແລະ Visa Direct
ແມ່ນແລ້ວ, Visa Direct (ຄູ່ແຂ່ງໂດຍກົງຂອງ Mastercard) ກໍ່ກໍາລັງເຮັດການຈ່າຍເງິນຜ່ານເສັ້ນທາງ (rails) ຂອງ BVNK ຢູ່ແລ້ວ ກ່ອນທີ່ Mastercard ຈະຊື້ມັນ.
ນີ້ຄືສິ່ງທີ່ພິເສດ. 🤯
ນີ້ບໍ່ແມ່ນການຮ່ວມມື ຫຼື ລອງນໍາໃຊ້ — Mastercard ເປັນເຄືອຂ່າຍການຈ່າຍເງິນທີ່ຈົດລາຍຊື້ສາທາລະນະຂອງຂະໜາດໃຫຍ່ທຳອິດທີ່ຊື້ເຂົ້າໄປສູ່ stablecoin infrastructure ໂດຍກົງ ບໍ່ແມ່ນພຽງແຕ່ເສືອກໃຊ້ເຄື່ອງຂອງຄົນອື່ນ. ແລະຕະຫຼາດຕອບຮັບຢ່າງໃດ? ຮຸ້ນຂອງ Mastercard ປິດຢູ່ເກືອບບໍ່ປ່ຽນ (-0.4%) ໃນມື້ທີ່ດີລປິດ. ບໍ່ມີ pump, ບໍ່ມີ hype.
🧠 Square Insight:
ການຕອບຮັບຂອງຮຸ້ນທີ່ບໍ່ค่อยຫວືດຫຼາຍຕໍ່ການຊື້ກິດຈະການ $1.8B ບໍ່ແມ່ນສັນຍານວ່າດີລບໍ່ມີຄວາມໝາຍ — ແຕ່ເປັນສັນຍານວ່າ Wall Street ມອງເຫັນມັນເປັນ “infrastructure” ບໍ່ແມ່ນ speculation. Stablecoins ທີ່ຂຶ້ນໄປຢູ່ໃນໂຕນ “boring plumbing” (ການຈ່າຍຂ້າມຊາຍແດນ, ການໄຫຼຂອງ treasury, settlement) ມັກຈະເປັນສັນຍານທີ່ໃຫຍ່ກວ່າການປັ່ນລາຄາຄັ້ງໃດຄັ້ງໜຶ່ງ. ເມື່ອ TradFi giants ຊື້ rails ໄປເລີຍ ບໍ່ໄດ້ເຊົ່າມາໃຊ້ — ນັ້ນມັກຈະແມ່ນຈຸດທີ່ເຕັກໂນໂລຍີຈາກ “ຄວາມສ່ຽງ/ການພະນັນ” ກາຍເປັນ “ຄ່າປົກກະຕິ”​.
ຖ້າຕອນນີ້ Mastercard ເປັນເຈົ້າຂອງທໍ່ (pipes) ທີ່ payment arm ຂອງ Visa ໃຊ້ — ມັນອາດຈະເອື້ອຍອຳນວຍ Mastercard ແບບງຽບໆ ໃນການແຂ່ງ stablecoin ບໍ? ຫຼື Visa ຈະສ້າງຂອງຕົນເອງຕໍ່? 👀
#Stablecoin #Crypto #SquareInsight
$BTC
$XRP
#sheintostarthkipobookbuildingassoonasnextweek 😂 IPO CART ของ SHEIN ទើបតែកាត់ថ្លៃ 60–70% បន្ថែម។ ស្រមៃថា អ្នកកំពុងសាងម៉ាស៊ីនម៉ូដសកល លក់ក្នុងប្រទេសជាង 150… ហើយចេញ IPO នៅតម្លៃវាយតម្លៃតិចជាងពាក់កណ្តាលនៃកំពូលរបស់អ្នក។ នោះហើយជារឿងរ៉ាវ Shein ឆ្នាំ 2026។ 📉 តួលេខគឺធ្ងន់ណាស់៖ • តម្លៃវាយតម្លៃកំពូល (2022): 98.2B ដុល្លារ • តម្លៃវាយតម្លៃគោលដៅ IPO នៅ HK: 30–40B ដុល្លារ • ការរៃប្រាក់រំពឹង: រហូតដល់ ~2–3B ដុល្លារ • ការខាតបង់សុទ្ធត្រីមាសចុងក្រោយ: 99M ដុល្លារ • P/S ប៉ាន់ស្មាន: ប្រហែល 0.7–1x នៅលើក្រដាស វាមើលទៅដូចជាតម្លៃល្អ។ ប៉ុន្តែនេះហើយកន្លែងដែលរឿងកាន់តែគួរឱ្យចាប់អារម្មណ៍ 👀 Shein មិនមែនគ្រាន់តែ “ចេញ IPO ដោយតម្លៃបញ្ចុះ” នោះទេ។ វាបានព្យាយាមសហរដ្ឋអាមេរិកហើយ។ បន្ទាប់មក London។ ឥឡូវនេះ Hong Kong គឺជាការប៉ុនប៉ងធំទី 3។ ហើយម៉ូដែលអាជីវកម្មខ្លួនឯងកំពុងទទួលរងសម្ពាធផងដែរ។ ការបញ្ចប់អត្ថប្រយោជន៍ de minimis របស់សហរដ្ឋអាមេរិក បានប៉ះមកលើអត្ថប្រយោជន៍ប្រកួតប្រជែងធំមួយរបស់ Shein គឺការដឹកជញ្ជូនឆ្លងព្រំដែន “ថោកខ្លាំង”។ 🎭 តំណក់បត់៖ ក្រុមហ៊ុនដែលមានចម្ងាយសកលធំ ទទួលយកតម្លៃវាយតម្លៃទាបជាងខ្លាំង ខណៈពេលដែលកំពុងរាយការណ៍ការខាតបង់។ ទីផ្សារអាចមិនបានកំណត់តម្លៃ Shein សម្រាប់ “កំណើនថោក” នោះទេ។ វាអាចកំពុងកំណត់តម្លៃហានិភ័យដែលការរីកធំកាន់តែពិបាក — ហើយប្រាក់ចំណេញកាន់តែស្តើង។ 🧠 ចំណេះដឹងសំខាន់ IPO របស់ Shein មិនមែនគ្រាន់តែជារឿងម៉ូដទេ។ វាជាការសាកល្បងពេលវេលាពិត ថាតើ “fast fashion + តម្លៃទាបខ្លាំង + ប្រាក់ចំណេញស្តើង” នៅតែអាចទទួលបានការវាយតម្លៃខ្ពស់បានទេ ក្នុងពិភពលោកដែលមានការត្រួតពិនិត្យ និងការកកស្ទះពាណិជ្ជកម្មខ្ពស់ជាងមុន។ សម្រាប់អ្នកជួញដូរ crypto ដែលមើល $BTC and $ETH មេរៀនទូទៅគឺសាមញ្ញ៖ តម្លៃថោក ≠ ហានិភ័យថោក។ តើអ្នកនឹងទិញ Shein នៅ 30–40B ដុល្លារ — ឬក៏ការបញ្ចុះនេះកំពុងប្រាប់អ្វីមួយដល់អ្នក? 👇 $BTC {future}(BTCUSDT) $ETH {future}(ETHUSDT) #SheinIPO #HongKongIPO #Macro #SquareInsight
#sheintostarthkipobookbuildingassoonasnextweek
😂 IPO CART ของ SHEIN ទើបតែកាត់ថ្លៃ 60–70% បន្ថែម។
ស្រមៃថា អ្នកកំពុងសាងម៉ាស៊ីនម៉ូដសកល លក់ក្នុងប្រទេសជាង 150… ហើយចេញ IPO នៅតម្លៃវាយតម្លៃតិចជាងពាក់កណ្តាលនៃកំពូលរបស់អ្នក។
នោះហើយជារឿងរ៉ាវ Shein ឆ្នាំ 2026។
📉 តួលេខគឺធ្ងន់ណាស់៖
• តម្លៃវាយតម្លៃកំពូល (2022): 98.2B ដុល្លារ
• តម្លៃវាយតម្លៃគោលដៅ IPO នៅ HK: 30–40B ដុល្លារ
• ការរៃប្រាក់រំពឹង: រហូតដល់ ~2–3B ដុល្លារ
• ការខាតបង់សុទ្ធត្រីមាសចុងក្រោយ: 99M ដុល្លារ
• P/S ប៉ាន់ស្មាន: ប្រហែល 0.7–1x
នៅលើក្រដាស វាមើលទៅដូចជាតម្លៃល្អ។
ប៉ុន្តែនេះហើយកន្លែងដែលរឿងកាន់តែគួរឱ្យចាប់អារម្មណ៍ 👀
Shein មិនមែនគ្រាន់តែ “ចេញ IPO ដោយតម្លៃបញ្ចុះ” នោះទេ។
វាបានព្យាយាមសហរដ្ឋអាមេរិកហើយ។
បន្ទាប់មក London។
ឥឡូវនេះ Hong Kong គឺជាការប៉ុនប៉ងធំទី 3។
ហើយម៉ូដែលអាជីវកម្មខ្លួនឯងកំពុងទទួលរងសម្ពាធផងដែរ។
ការបញ្ចប់អត្ថប្រយោជន៍ de minimis របស់សហរដ្ឋអាមេរិក បានប៉ះមកលើអត្ថប្រយោជន៍ប្រកួតប្រជែងធំមួយរបស់ Shein គឺការដឹកជញ្ជូនឆ្លងព្រំដែន “ថោកខ្លាំង”។
🎭 តំណក់បត់៖
ក្រុមហ៊ុនដែលមានចម្ងាយសកលធំ ទទួលយកតម្លៃវាយតម្លៃទាបជាងខ្លាំង ខណៈពេលដែលកំពុងរាយការណ៍ការខាតបង់។
ទីផ្សារអាចមិនបានកំណត់តម្លៃ Shein សម្រាប់ “កំណើនថោក” នោះទេ។
វាអាចកំពុងកំណត់តម្លៃហានិភ័យដែលការរីកធំកាន់តែពិបាក — ហើយប្រាក់ចំណេញកាន់តែស្តើង។
🧠 ចំណេះដឹងសំខាន់
IPO របស់ Shein មិនមែនគ្រាន់តែជារឿងម៉ូដទេ។
វាជាការសាកល្បងពេលវេលាពិត ថាតើ “fast fashion + តម្លៃទាបខ្លាំង + ប្រាក់ចំណេញស្តើង” នៅតែអាចទទួលបានការវាយតម្លៃខ្ពស់បានទេ ក្នុងពិភពលោកដែលមានការត្រួតពិនិត្យ និងការកកស្ទះពាណិជ្ជកម្មខ្ពស់ជាងមុន។
សម្រាប់អ្នកជួញដូរ crypto ដែលមើល $BTC and $ETH មេរៀនទូទៅគឺសាមញ្ញ៖
តម្លៃថោក ≠ ហានិភ័យថោក។
តើអ្នកនឹងទិញ Shein នៅ 30–40B ដុល្លារ — ឬក៏ការបញ្ចុះនេះកំពុងប្រាប់អ្វីមួយដល់អ្នក? 👇
$BTC
$ETH
#SheinIPO #HongKongIPO #Macro #SquareInsight
#MetaFaces$1.4TYouthSafetyLawsuit 🚨 បញ្ហា $1.4T របស់ META មិនមែនពិតប្រាកដអំពី $1.4T ទេ។ 👀 ស្រមៃគិតថា ត្រូវភ្ញាក់ឡើងជាមួយចំណងជើងនេះ៖ “Meta ប្រឈមនឹងការផាកពិន័យសម្រាប់សុវត្ថិភាពយុវជន ប្រហែល $1.4 ពាន់ពាន់លានដុល្លារ”។ វាស្តាប់ដូចជាសង្គ្រាមហិរញ្ញវត្ថុធំ។ 😂 តែនេះជាអ្វីដែលចំណងជើងជាច្រើនមិនបានប្រាប់៖ 👉 Meta មិនត្រូវបានបញ្ជាឲ្យបង់ $1.4T នោះទេ។ តួលេខនេះបានមកពីសំណើទាមទារផ្លូវច្បាប់ដ៏ធំមួយ ដែលពាក់ព័ន្ធនឹងការចោទប្រកាន់ថា វេទិការ​របស់ Meta ត្រូវបានរចនាឡើងដើម្បីបង្កើនការចូលរួម (engagement) ក្នុងចំណោមយុវជន។ ហើយភាពខុសគ្នានោះមានសារៈសំខាន់។ ព្រោះរឿងពិតមិនមែនជា៖ 💰 “Meta នឹងខាត $1.4T ទេ?” សំណួរធំបំផុតគឺ៖ ⚠️ តើការរចនានៃវេទិកាឌីជីថល ដោយខ្លួនវាអាចក្លាយជាបន្ទុកហិរញ្ញវត្ថុដ៏ធំមួយបានដែរឬទេ? 📊 មើលអ្វីដែលកំពុងកើតឡើងហើយ៖ ▪️ ញូមិចកូ៖ តុលាការកាត់ក្តីឲ្យបង់ $375M ដល់ Meta។ ▪️ ការបង់ប្រាក់បន្ថែម ~ $567M ត្រូវបានបង្គាប់ឲ្យបញ្ចូលទៅក្នុងមូលនិធិសុខភាពផ្លូវចិត្តសម្រាប់យុវជន។ ▪️ ការបណ្តឹងផ្នែកសុវត្ថិភាពយុវជន កំពុងរាលដាលទៅខេត្ត/រដ្ឋជាច្រើននៅសហរដ្ឋអាមេរិក។ ទាំងនេះសរុបប្រហែល $942M ក្នុងសកម្មភាពពីរនៅញូមិចកូតែមួយ។ ដូចนั้น ចំណងជើង $1.4T ប្រហែលជាចំនួនដែលស្រែកខ្លាំងបំផុត… តែវាហាក់ដូចជា ប្រហែលមិនមែនជាចំនួនដែលសំខាន់បំផុតនោះទេ។ 👀 នេះគឺជា “ចំណុចបត់រឿង” (plot twist)៖ បើតុលាការបង្ហាញថា មេកានិកបង្កើនការចូលរួម (engagement) ខ្លះអាចបង្កឲ្យមានការទទួលខុសត្រូវផ្នែកច្បាប់ ករណីគំរូ (precedent) នោះអាចលាតសន្ធឹងលើសពី Meta ទៅទៀត។ សូមគិត៖ បណ្តាញសង្គម → TikTok → ដៃគូ AI → ម៉ាស៊ីនណែនាំ (Recommendation Engines) → វេទិកា AI នាពេលអនាគត។ ភ្លាមៗ “បង្កើនការចូលរួម” មិនមែនគ្រាន់តែជាយុទ្ធសាស្ត្រអាជីវកម្មទេ។ វាអាចក្លាយជាហានិភ័យផ្នែកបទបញ្ជា (regulatory risk)។ ហើយមានមុំគួរឲ្យចាប់អារម្មណ៍ទាក់ទងនឹង crypto៖ បើវេទិកាកាន់តែត្រូវការឲ្យផ្ទៀងផ្ទាត់អាយុ និងអត្តសញ្ញាណ ខណៈពេលការពារឯកជនភាពអ្នកប្រើប្រាស់ បច្ចេកវិទ្យាអត្តសញ្ញាណឌីជីថល + zero-knowledge អាចមានសារៈសំខាន់ខ្លាំងឡើង។ 🧠 Square Insight លេខ $1.4T គឺជាចំណុចទាក់ទាញ (hook)។ ករណីគំរូ (precedent) ទើបជាការដូរពិតប្រាកដ។ ទីផ្សារដាក់តម្លៃលើចំណងជើងមុន… ហើយការផ្លាស់ប្តូរបែបរចនាសម្ព័ន្ធ តាមក្រោយ។ តើអ្នកនឹងភ្នាល់លើទំហំការផាកពិន័យ — ឬលើ precedent ដែលករណីនេះអាចបង្កើត? 👇 $METAB {spot}(METABUSDT) #Meta #BigTech #Crypto #SquareInsight
#MetaFaces$1.4TYouthSafetyLawsuit
🚨 បញ្ហា $1.4T របស់ META មិនមែនពិតប្រាកដអំពី $1.4T ទេ។ 👀
ស្រមៃគិតថា ត្រូវភ្ញាក់ឡើងជាមួយចំណងជើងនេះ៖
“Meta ប្រឈមនឹងការផាកពិន័យសម្រាប់សុវត្ថិភាពយុវជន ប្រហែល $1.4 ពាន់ពាន់លានដុល្លារ”។
វាស្តាប់ដូចជាសង្គ្រាមហិរញ្ញវត្ថុធំ។ 😂
តែនេះជាអ្វីដែលចំណងជើងជាច្រើនមិនបានប្រាប់៖
👉 Meta មិនត្រូវបានបញ្ជាឲ្យបង់ $1.4T នោះទេ។
តួលេខនេះបានមកពីសំណើទាមទារផ្លូវច្បាប់ដ៏ធំមួយ ដែលពាក់ព័ន្ធនឹងការចោទប្រកាន់ថា វេទិការ​របស់ Meta ត្រូវបានរចនាឡើងដើម្បីបង្កើនការចូលរួម (engagement) ក្នុងចំណោមយុវជន។
ហើយភាពខុសគ្នានោះមានសារៈសំខាន់។
ព្រោះរឿងពិតមិនមែនជា៖
💰 “Meta នឹងខាត $1.4T ទេ?”
សំណួរធំបំផុតគឺ៖
⚠️ តើការរចនានៃវេទិកាឌីជីថល ដោយខ្លួនវាអាចក្លាយជាបន្ទុកហិរញ្ញវត្ថុដ៏ធំមួយបានដែរឬទេ?
📊 មើលអ្វីដែលកំពុងកើតឡើងហើយ៖
▪️ ញូមិចកូ៖ តុលាការកាត់ក្តីឲ្យបង់ $375M ដល់ Meta។
▪️ ការបង់ប្រាក់បន្ថែម ~ $567M ត្រូវបានបង្គាប់ឲ្យបញ្ចូលទៅក្នុងមូលនិធិសុខភាពផ្លូវចិត្តសម្រាប់យុវជន។
▪️ ការបណ្តឹងផ្នែកសុវត្ថិភាពយុវជន កំពុងរាលដាលទៅខេត្ត/រដ្ឋជាច្រើននៅសហរដ្ឋអាមេរិក។
ទាំងនេះសរុបប្រហែល $942M ក្នុងសកម្មភាពពីរនៅញូមិចកូតែមួយ។
ដូចนั้น ចំណងជើង $1.4T ប្រហែលជាចំនួនដែលស្រែកខ្លាំងបំផុត…
តែវាហាក់ដូចជា ប្រហែលមិនមែនជាចំនួនដែលសំខាន់បំផុតនោះទេ។
👀 នេះគឺជា “ចំណុចបត់រឿង” (plot twist)៖
បើតុលាការបង្ហាញថា មេកានិកបង្កើនការចូលរួម (engagement) ខ្លះអាចបង្កឲ្យមានការទទួលខុសត្រូវផ្នែកច្បាប់ ករណីគំរូ (precedent) នោះអាចលាតសន្ធឹងលើសពី Meta ទៅទៀត។
សូមគិត៖
បណ្តាញសង្គម → TikTok → ដៃគូ AI → ម៉ាស៊ីនណែនាំ (Recommendation Engines) → វេទិកា AI នាពេលអនាគត។
ភ្លាមៗ “បង្កើនការចូលរួម” មិនមែនគ្រាន់តែជាយុទ្ធសាស្ត្រអាជីវកម្មទេ។
វាអាចក្លាយជាហានិភ័យផ្នែកបទបញ្ជា (regulatory risk)។
ហើយមានមុំគួរឲ្យចាប់អារម្មណ៍ទាក់ទងនឹង crypto៖
បើវេទិកាកាន់តែត្រូវការឲ្យផ្ទៀងផ្ទាត់អាយុ និងអត្តសញ្ញាណ ខណៈពេលការពារឯកជនភាពអ្នកប្រើប្រាស់ បច្ចេកវិទ្យាអត្តសញ្ញាណឌីជីថល + zero-knowledge អាចមានសារៈសំខាន់ខ្លាំងឡើង។
🧠 Square Insight
លេខ $1.4T គឺជាចំណុចទាក់ទាញ (hook)។
ករណីគំរូ (precedent) ទើបជាការដូរពិតប្រាកដ។
ទីផ្សារដាក់តម្លៃលើចំណងជើងមុន…
ហើយការផ្លាស់ប្តូរបែបរចនាសម្ព័ន្ធ តាមក្រោយ។
តើអ្នកនឹងភ្នាល់លើទំហំការផាកពិន័យ — ឬលើ precedent ដែលករណីនេះអាចបង្កើត? 👇
$METAB
#Meta #BigTech #Crypto #SquareInsight
#taiwanplanscryptotravelrulefromoctober 😂 “ບໍ່ແມ່ນກະແຈຂອງເຈົ້າ, ບໍ່ແມ່ນຫຼຽນຂອງເຈົ້າ” — ໜ້າຮັກ ຈົນກວ່າກະແຈຂອງເຈົ້າກໍຕ້ອງໃຊ້ວັນເກີດຂອງເຈົ້າເຫມືອນກັນ. ໃນວັນທີ 4 ສິງຫາ FSC ຂອງໄຕ້ຫວັນໄດ້ສະເໜີຮ່າງການແກ້ໄຂທີ່ຈະກຳນົດໃຫ້ເວທີຄຣິບໂຕຕ້ອງແບ່ງປັນຂໍ້ມູນລູກຄ້າສຳລັບການໂອນໃນປະເທດ ບໍ່ຈຳກັດຈຳນວນ, ໂດຍກົດໃໝ່ຄາດວ່າຈະເລີ່ມມີຜົນໃນເດືອນຕຸລາ. ແລະຕອນນີ້ຄືຈຸດທີ່ເຮັດໃຫ້ເລື່ອງນ່າສົນໃຈ: 📊 NT$30,000 (~$930) → ການຢືນຢັນຕົວຕົນຂອງຜູ້ສົ່ງຈະເລີ່ມຕື່ມ, ລວມເຖິງລາຍລະອຽດເຊັ່ນ ວັນເກີດ, ທີ່ຢູ່ອາໄສ, ຫຼື ເລກອາກອນຂອງນິຕິບຸກຄົນ. ບໍ່ປະຕິບັດຕາມ? ຄ່າປັບ NT$500K–10M. ການໂອນຂ້າມຊາດຖືກວາງແຜນໃນຂັ້ນຕໍ່ໄປ, ໂດຍ FSC ຕັ້ງເປົ້າຫມາຍໄວ້ປາຍປີ 2027. ແຕ່ນີ້ຄືສິ່ງທີ່ຫຼາຍຄົນພາດ 👀 ໄຕ້ຫວັນບໍ່ໄດ້ “ຫ້າມຄຣິບໂຕ” ຢ່າງດຽວຊັ້ນ. ມັນກຳລັງຍູ້ໃຫ້ມີຄວາມສາມາດຕິດຕາມແບບ Travel Rule ລົງໄປຕ່ຳກວ່າເກນ FATF ທົ່ວໄປ ແລະ ໄປສູ່ການໂອນໃນປະເທດ — ເປັນທ່າທີ່ການກົດກັນທີ່ແຮງກວ່າຫຼາຍກວ່າເກນແບບດັ້ງເດີມຂອງ USD/EUR 1,000. ເກົາຫຼີໃຕ້ ແລ້ວນຳໃຊ້ເກນ KRW 1 ລ້ານ (~$680) ສຳລັບ Travel Rule ຂອງຕົນ ໃນຂະນະທີ່ຍີ່ປຸ່ນກໍໄດ້ສ້າງກອບ Travel Rule ທີ່ເຂັ້ມງວດສຳລັບການໂອນຄຣິບໂຕເຊັ່ນກັນ. 🧠 Square Insight: ໄຕ້ຫວັນອາດຈະບໍ່ໄດ້ຕໍ່ສູ້ກັບຄຣິບໂຕ. ມັນອາດຈະກຳລັງເຮັດສິ່ງທີ່ສຳຄັນກວ່າ: ປ່ຽນການໂອນຄຣິບໂຕໃຫ້ເປັນສິ່ງທີ່ຜູ້ຄວບຄຸມສາມາດຕິດຕາມໄດ້ ເກືອບເທົ່າກັບການໂອນເງິນຂອງທະນາຄານ. ແລະນັ້ນກໍທຳໃຫ້ເກີດຄຳຖາມທີ່ໃຫຍ່ກວ່າ: ການຕິດຕາມຄວາມສາມາດ (traceability) ແມ່ນຄວາມຕາຍຂອງຄຳສັນຍາເດີມຂອງຄຣິບໂຕ — ຫຼື ແມ່ນພາລະຄ່າໃຊ້ຈ່າຍທີ່ເງິນຂອງສະຖາບັນກຳລັງມາປາກົດຕົວໃນທີ່ສຸດ? 👀 #TaiwanCrypto #CryptoRegulation #TravelRule #SquareInsight $BTC $ETH $BNB {future}(ETHUSDT) {future}(BTCUSDT) {future}(BNBUSDT)
#taiwanplanscryptotravelrulefromoctober
😂 “ບໍ່ແມ່ນກະແຈຂອງເຈົ້າ, ບໍ່ແມ່ນຫຼຽນຂອງເຈົ້າ” — ໜ້າຮັກ ຈົນກວ່າກະແຈຂອງເຈົ້າກໍຕ້ອງໃຊ້ວັນເກີດຂອງເຈົ້າເຫມືອນກັນ.
ໃນວັນທີ 4 ສິງຫາ FSC ຂອງໄຕ້ຫວັນໄດ້ສະເໜີຮ່າງການແກ້ໄຂທີ່ຈະກຳນົດໃຫ້ເວທີຄຣິບໂຕຕ້ອງແບ່ງປັນຂໍ້ມູນລູກຄ້າສຳລັບການໂອນໃນປະເທດ ບໍ່ຈຳກັດຈຳນວນ, ໂດຍກົດໃໝ່ຄາດວ່າຈະເລີ່ມມີຜົນໃນເດືອນຕຸລາ.
ແລະຕອນນີ້ຄືຈຸດທີ່ເຮັດໃຫ້ເລື່ອງນ່າສົນໃຈ:
📊 NT$30,000 (~$930) → ການຢືນຢັນຕົວຕົນຂອງຜູ້ສົ່ງຈະເລີ່ມຕື່ມ, ລວມເຖິງລາຍລະອຽດເຊັ່ນ ວັນເກີດ, ທີ່ຢູ່ອາໄສ, ຫຼື ເລກອາກອນຂອງນິຕິບຸກຄົນ.
ບໍ່ປະຕິບັດຕາມ? ຄ່າປັບ NT$500K–10M.
ການໂອນຂ້າມຊາດຖືກວາງແຜນໃນຂັ້ນຕໍ່ໄປ, ໂດຍ FSC ຕັ້ງເປົ້າຫມາຍໄວ້ປາຍປີ 2027.
ແຕ່ນີ້ຄືສິ່ງທີ່ຫຼາຍຄົນພາດ 👀
ໄຕ້ຫວັນບໍ່ໄດ້ “ຫ້າມຄຣິບໂຕ” ຢ່າງດຽວຊັ້ນ.
ມັນກຳລັງຍູ້ໃຫ້ມີຄວາມສາມາດຕິດຕາມແບບ Travel Rule ລົງໄປຕ່ຳກວ່າເກນ FATF ທົ່ວໄປ ແລະ ໄປສູ່ການໂອນໃນປະເທດ — ເປັນທ່າທີ່ການກົດກັນທີ່ແຮງກວ່າຫຼາຍກວ່າເກນແບບດັ້ງເດີມຂອງ USD/EUR 1,000.
ເກົາຫຼີໃຕ້ ແລ້ວນຳໃຊ້ເກນ KRW 1 ລ້ານ (~$680) ສຳລັບ Travel Rule ຂອງຕົນ ໃນຂະນະທີ່ຍີ່ປຸ່ນກໍໄດ້ສ້າງກອບ Travel Rule ທີ່ເຂັ້ມງວດສຳລັບການໂອນຄຣິບໂຕເຊັ່ນກັນ.
🧠 Square Insight: ໄຕ້ຫວັນອາດຈະບໍ່ໄດ້ຕໍ່ສູ້ກັບຄຣິບໂຕ.
ມັນອາດຈະກຳລັງເຮັດສິ່ງທີ່ສຳຄັນກວ່າ:
ປ່ຽນການໂອນຄຣິບໂຕໃຫ້ເປັນສິ່ງທີ່ຜູ້ຄວບຄຸມສາມາດຕິດຕາມໄດ້ ເກືອບເທົ່າກັບການໂອນເງິນຂອງທະນາຄານ.
ແລະນັ້ນກໍທຳໃຫ້ເກີດຄຳຖາມທີ່ໃຫຍ່ກວ່າ:
ການຕິດຕາມຄວາມສາມາດ (traceability) ແມ່ນຄວາມຕາຍຂອງຄຳສັນຍາເດີມຂອງຄຣິບໂຕ — ຫຼື ແມ່ນພາລະຄ່າໃຊ້ຈ່າຍທີ່ເງິນຂອງສະຖາບັນກຳລັງມາປາກົດຕົວໃນທີ່ສຸດ? 👀
#TaiwanCrypto #CryptoRegulation #TravelRule #SquareInsight $BTC $ETH $BNB
ເບິ່ງການແປ
30 July 2k26 SpaceX ($SPCX ) down ~50% from its peak... Is the worst over? ​📈 Peak: $225.64 | IPO: $135 | Recent Low: $107.01 ​⚠️ Upcoming Catalysts: Aug 4 (First earnings report) & Aug 6 (Massive lock-up expiration unlocking ~911.5M shares with a tiny ~4–5% free float). ​🧠 Takeaway: Price drop doesn't mean cheap when a massive supply shock is looming. ​👇 What's your play? Accumulating here or waiting out August? Let's discuss! 💬 ​Hit Follow for more! 📈✨ ​#SpaceX #IPO #Macro #SquareInsight #BinanceSquare $BNB {spot}(BNBUSDT) {future}(BNBUSDT) $SPCX {future}(SPCXUSDT)
30 July 2k26
SpaceX ($SPCX ) down ~50% from its peak... Is the worst over?
​📈 Peak: $225.64 | IPO: $135 | Recent Low: $107.01
​⚠️ Upcoming Catalysts: Aug 4 (First earnings report) & Aug 6 (Massive lock-up expiration unlocking ~911.5M shares with a tiny ~4–5% free float).
​🧠 Takeaway: Price drop doesn't mean cheap when a massive supply shock is looming.
​👇 What's your play? Accumulating here or waiting out August? Let's discuss! 💬
​Hit Follow for more! 📈✨
#SpaceX #IPO #Macro #SquareInsight #BinanceSquare
$BNB

$SPCX
ຢືນຢັນແລ້ວ
ເບິ່ງການແປ
#hypegains79%inq2 😂 WHILE CRYPTO WAS BLEEDING... ONE TOKEN ACTED LIKE A STOCK. Most people think every crypto rises and falls with Bitcoin. Then Hyperliquid ($HYPE) happened. In Q2, BTC dropped 14%. HYPE? +79% — hitting an all-time high of $76.90 on June 16. Sounds like another hype-driven altcoin rally? Not really. Hyperliquid generated $201.8M in protocol revenue in just one quarter. Three US spot ETFs attracted $309M of fresh capital. Its derivatives platform now controls roughly 70% of on-chain perpetual volume — the world's second-largest derivatives exchange by open interest. Here's the part most people miss: The market wasn't buying a meme. It was buying cash flow. But here's the twist within the twist: that +79% is peak-to-trough for the quarter, not what holders are sitting on today. HYPE has since pulled back ~27% from its ATH, now trading around $55-57. Revenue growth needs to keep outpacing that — plus ongoing token unlocks through 2027 — for this "cash flow" thesis to hold. 🧠 Square Insight The bigger story isn't that HYPE outperformed Bitcoin. It's that investors may be starting to value DeFi protocols the way Wall Street values profitable companies — narrative-to-numbers, not numbers-to-narrative. Do you think protocol revenue will become more important than hype narratives next cycle — or is this still too early to call? #DeFi #Hyperliquid #Crypto #SquareInsight $HYPE {future}(HYPEUSDT) $BTC {future}(BTCUSDT) $ETH {future}(ETHUSDT)
#hypegains79%inq2
😂 WHILE CRYPTO WAS BLEEDING... ONE TOKEN ACTED LIKE A STOCK.
Most people think every crypto rises and falls with Bitcoin.
Then Hyperliquid ($HYPE ) happened.
In Q2, BTC dropped 14%.
HYPE? +79% — hitting an all-time high of $76.90 on June 16.
Sounds like another hype-driven altcoin rally?
Not really.
Hyperliquid generated $201.8M in protocol revenue in just one quarter. Three US spot ETFs attracted $309M of fresh capital. Its derivatives platform now controls roughly 70% of on-chain perpetual volume — the world's second-largest derivatives exchange by open interest.
Here's the part most people miss:
The market wasn't buying a meme. It was buying cash flow.
But here's the twist within the twist: that +79% is peak-to-trough for the quarter, not what holders are sitting on today. HYPE has since pulled back ~27% from its ATH, now trading around $55-57. Revenue growth needs to keep outpacing that — plus ongoing token unlocks through 2027 — for this "cash flow" thesis to hold.
🧠 Square Insight
The bigger story isn't that HYPE outperformed Bitcoin. It's that investors may be starting to value DeFi protocols the way Wall Street values profitable companies — narrative-to-numbers, not numbers-to-narrative.
Do you think protocol revenue will become more important than hype narratives next cycle — or is this still too early to call?
#DeFi #Hyperliquid #Crypto #SquareInsight
$HYPE
$BTC
$ETH
#japanregulatorsurgecryptowithdrawallimits 😂 IAPONI UA FANAUINA LIMITS I LOU FA'AOTONUINA O CRYPTO... A'O FA'AFI'U E FA'AELELEA ATU MO LE CRYPTO. E foliga valea, a ea? 👀 O lo'o iloilo e fa'atonu a Iapani ni tapula'a mo le talaina e tagata fa'atau (retail) mo crypto pe a mae'a ai le tele o fa'alavelave tau hack o fesuia'iga (exchanges) na luluina ai le talitonuga. I luga o pepa, e foliga mai o le isi lea fa'asalaga. Ae o le itu uiga ese lenei... I le isi itu, o lo'o taumafai fo'i Iapani e tipi lafoga crypto mai le 55% i le 20% ma fa'ata'atia aseta numera i lalo o le lava fa'avaa tau tupe e pei o fa'asoa (stocks). E lua pili eseese, e lua taimi eseese — o tulafono o le talaina e taula'i i le 2027, ae o le tipi lafoga e taula'i i le 2028. 📊 O fuainumera: 14M+ tala crypto 70% maua i lalo o le ¥7M/i le tausaga ¥48.2B leiloa i le DMM Bitcoin hack Fuafuaga o lafoga: 55% ➜ 20% O lea... ua avea Iapani ma anti-crypto? E le'o tonu. 👀 O le tala moni e le o le "fa'asa muamua." O le "puipui muamua, fa'atulafono mulimuli ane." E foliga mai ua naunau Iapani e fa'afiafia atili le crypto mo fa'alapotopotoga — ae na'o le mae'a ona fausia ni puipui lava mo tagata fa'atau. Fa'aitiitia le sa'olotoga i le taimi nei...mo se avanoa i le fa'aaogaina lautele i le lumana'i. E taua fo'i ona maitau: o se talosaga pea lea, ae le'i avea ma tulafono. Ua uma ona vala'au nisi o sui o le komiti e fai mai e mamafa tele — o le lomiga mulimuli e ono foliga malu atu nai lo mea o lo'o talanoaina i le taimi nei. 🧠 Square Insight: E tele ulutala na'o le talanoa i tapula'a o le talaina. Latou te le amanaiaina le suiga tele: o lo'o taumafai Iapani e fa'aliliu le crypto mai se aseta e na'o le mate (speculative) i se maketi tau tupe ua fa'atulafonoina. Afai e ofo atu e lou atunu'u se lafoga crypto e 20%... ae ua fa'atapula'a pe fia e mafai ona e talaina... E te taliaina ea le feagaiga? 🤔 #CryptoRegulation #Japan #Macro #SquareInsight $BTC {future}(BTCUSDT) $ETH {future}(ETHUSDT) $XRP {future}(XRPUSDT)
#japanregulatorsurgecryptowithdrawallimits
😂 IAPONI UA FANAUINA LIMITS I LOU FA'AOTONUINA O CRYPTO... A'O FA'AFI'U E FA'AELELEA ATU MO LE CRYPTO.
E foliga valea, a ea? 👀
O lo'o iloilo e fa'atonu a Iapani ni tapula'a mo le talaina e tagata fa'atau (retail) mo crypto pe a mae'a ai le tele o fa'alavelave tau hack o fesuia'iga (exchanges) na luluina ai le talitonuga. I luga o pepa, e foliga mai o le isi lea fa'asalaga.
Ae o le itu uiga ese lenei...
I le isi itu, o lo'o taumafai fo'i Iapani e tipi lafoga crypto mai le 55% i le 20% ma fa'ata'atia aseta numera i lalo o le lava fa'avaa tau tupe e pei o fa'asoa (stocks). E lua pili eseese, e lua taimi eseese — o tulafono o le talaina e taula'i i le 2027, ae o le tipi lafoga e taula'i i le 2028.
📊 O fuainumera:
14M+ tala crypto 70% maua i lalo o le ¥7M/i le tausaga ¥48.2B leiloa i le DMM Bitcoin hack Fuafuaga o lafoga: 55% ➜ 20%
O lea... ua avea Iapani ma anti-crypto?
E le'o tonu.
👀 O le tala moni e le o le "fa'asa muamua."
O le "puipui muamua, fa'atulafono mulimuli ane."
E foliga mai ua naunau Iapani e fa'afiafia atili le crypto mo fa'alapotopotoga — ae na'o le mae'a ona fausia ni puipui lava mo tagata fa'atau. Fa'aitiitia le sa'olotoga i le taimi nei...mo se avanoa i le fa'aaogaina lautele i le lumana'i.
E taua fo'i ona maitau: o se talosaga pea lea, ae le'i avea ma tulafono. Ua uma ona vala'au nisi o sui o le komiti e fai mai e mamafa tele — o le lomiga mulimuli e ono foliga malu atu nai lo mea o lo'o talanoaina i le taimi nei.
🧠 Square Insight: E tele ulutala na'o le talanoa i tapula'a o le talaina. Latou te le amanaiaina le suiga tele: o lo'o taumafai Iapani e fa'aliliu le crypto mai se aseta e na'o le mate (speculative) i se maketi tau tupe ua fa'atulafonoina.
Afai e ofo atu e lou atunu'u se lafoga crypto e 20%... ae ua fa'atapula'a pe fia e mafai ona e talaina...
E te taliaina ea le feagaiga? 🤔
#CryptoRegulation #Japan #Macro #SquareInsight
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ເບິ່ງການແປ
🚨 Hedge funds are piling into oil... but don't assume it's all bullish. 🛢️ According to the latest CFTC data, hedge funds added 21,402 WTI contracts, pushing net-long positions to 108,307 lots—the biggest weekly increase in about four months. Brent is seeing even stronger positioning, with net-long exposure jumping 75,996 lots in July, the fastest increase since 2016. No surprise oil rallied hard. 📈 WTI climbed to around $83–84 📈 Brent traded near $89–90 But here's what caught my attention... I don't think this move is only about fresh bullish bets. Many funds spent the last couple of months holding bearish or neutral positions. As oil surged, a lot of short sellers were forced to cover, which likely added fuel to the rally before new buyers stepped in. At the same time, the longer-term outlook is still mixed. 📉 The EIA still expects Brent to average around $74 in Q3 2026 and fall closer to $65 in 2027, mainly because of expected supply growth. So right now, the market is sending two different signals: ✅ Short term: Geopolitical tensions and tighter supply are supporting higher prices. ❌ Long term: Oversupply could put pressure on oil again. My takeaway: When smart money suddenly turns bullish after a big rally, I always ask one question... Are they buying because they believe prices are going much higher, or because they had no choice but to cover their shorts? Sometimes the biggest rallies start with panic from short sellers—not fresh conviction. What do you think? Is this the start of a bigger oil bull run, or just one massive short squeeze? #oil #CrudeOil #Macro #trading #SquareInsight $WTI.US {stock_us}(WTI.US)
🚨 Hedge funds are piling into oil... but don't assume it's all bullish. 🛢️

According to the latest CFTC data, hedge funds added 21,402 WTI contracts, pushing net-long positions to 108,307 lots—the biggest weekly increase in about four months.

Brent is seeing even stronger positioning, with net-long exposure jumping 75,996 lots in July, the fastest increase since 2016.

No surprise oil rallied hard. 📈 WTI climbed to around $83–84 📈 Brent traded near $89–90

But here's what caught my attention...

I don't think this move is only about fresh bullish bets.

Many funds spent the last couple of months holding bearish or neutral positions. As oil surged, a lot of short sellers were forced to cover, which likely added fuel to the rally before new buyers stepped in.

At the same time, the longer-term outlook is still mixed.

📉 The EIA still expects Brent to average around $74 in Q3 2026 and fall closer to $65 in 2027, mainly because of expected supply growth.

So right now, the market is sending two different signals:

✅ Short term: Geopolitical tensions and tighter supply are supporting higher prices. ❌ Long term: Oversupply could put pressure on oil again.

My takeaway:

When smart money suddenly turns bullish after a big rally, I always ask one question...

Are they buying because they believe prices are going much higher, or because they had no choice but to cover their shorts?

Sometimes the biggest rallies start with panic from short sellers—not fresh conviction.

What do you think? Is this the start of a bigger oil bull run, or just one massive short squeeze?

#oil #CrudeOil #Macro #trading #SquareInsight $WTI.US
WTIUS-2,37%
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ສັນຍານກະທິງ
#SpaceXMarketCapTops$1.613TPassingMeta 🚀 SPACE X ພຶ່ງຜ່ານ META ແລ້ວ… ຫຼືບໍ? 👀 ລອງນຶກພາບວ່າຈະໄປບອກນັກລົງທຶນ: “ລາຍຮັບ +92%, ລາຍຮັບຈາກ AI +247%, ແລະລຸ້ນຍັງ ~40% ຕ່ຳກວ່າຈຸດສູງສຸດ.” ນັ້ນແມ່ນປະມານສິ່ງທີ່ເກີດຂຶ້ນກັບ $SPCX . ຫຼັງຈາກລົງໄປທີ່ $107.01 ໃນວັນທີ 28 ກໍລະກົດ, SpaceX ກະໂດດຂຶ້ນ 15.83% ໃນໜຶ່ງຄັ້ງຂອງຮອບຕະຫຼາດໃນວັນທີ 7 ສິງຫາ ເພື່ອປິດທີ່ $133.11. ຈາກນັ້ນເລີ່ມເປັນຕົວເລກທີ່ນ່າສົນໃຈຂຶ້ນ. 👀 📊 ຂໍ້ມູນ Q2 • ລາຍຮັບ: $7.8B — +92% YoY • ລາຍຮັບ AI: $2.6B — +247% YoY • Starlink: +1.7M ສະມາຊິກໃໝ່ທຸລະສຸດ • ຂາດທຶນສຸດທິ: $541M, ດີຂຶ້ນຢ່າງຊັດເຈນ YoY • Capex: $18.4B 😳 ແລະເບິ່ງຈັ່ງ… ຂໍ້ລົບລວງທີ່ມາເລີຍ! ຕະຫຼາດບໍ່ພໍໃຈເລີ່ມຕົ້ນຕໍ່ບິນ capex $18.4B ນັ້ນ. ຮຸ້ນຫຼຸດລົງ 8.56% ຫຼັງຈາກປະກາດຜົນງານ. ແຕ່ຈາກນັ້ນນັກລົງທຶນເບິ່ງອີກຄັ້ງ. AI ກາຍເປັນ EBITDA ປັບປຸງບວກ. ຄວາມກັງວົນເລື່ອງ lockup ບໍ່ໄດ້ກະຕຸ້ນໃຫ້ເກີດການຂາຍຢ່າງຖ້ວມທີ່ຄາດໄວ້. SpaceX ກໍາລັງເລັ່ງເປົ້າລາຍຮັບປະຈໍາປີທີ່ $100B ພາຍໃນທ້າຍປີ 2026, ໂດຍຕັ້ງເປົ້າລາຍຮັບ $1T ແລ້ວມາໄວເຖິງ 2030. ທັນໃດນັ້ນ ເລື່ອງກໍປ່ຽນຈາກ: “SpaceX ໃຊ້ເງິນຫຼາຍເກີນໄປ.” ໄປເປັນ: “ລໍຖ້າ… ຖ້າພວກເຂົາກໍ່ສ້າງບາງຢ່າງທີ່ໃຫຍ່ໂຕແທ້ໆ?” 🧠 ຄໍາເຫັນຈາກມຸມມອງ ເລື່ອງຈິງບໍ່ແມ່ນວ່າ SpaceX ໄດ້ແຊງຂ້າມ Meta ໃນ market cap ແບບຊົ່ວຄາວຫຼືບໍ. ຈໍານວນປະມານ $1.613T ນັ້ນ ຍັງບໍ່ໄດ້ຖືກຢືນຢັນແບບເປັນທາງການຈາກແຫຼ່ງຂ່າວຫຼັກ. ສິ່ງທີ່ສັບຊ້ອນກວ່າ ແມ່ນແນວນີ້: ນັກລົງທຶນເລີ່ມຈະລາຄາ SpaceX ດ້ວຍຂະໜາດໃນອະນາຄົດ, ບໍ່ແມ່ນຄວາມມັນກໍາໃນປັດຈຸບັນ. ແລະນັ້ນເຮັດໃຫ້ capex $18.4B ກາຍເປັນ “ຄໍາຖາມໃຫຍ່” ທີ່ສຸດ. 🚀 ເຄື່ອງຈັກແຫ່ງການເຕີບໂຕ… ຫຼືຟອງມູນຄ່າ (valuation bubble)? ເຈົ້າຄິດແນວໃດ — SPCX ຍັງມີບ່ອນໃຫ້ແລ່ນ, ຫຼືຕະຫຼາດກໍາລັງນໍາໜ້າເກີນໄປກັນບໍ? 👀 #SpaceX #Aİ #Stocks #SquareInsight {future}(SPCXUSDT)
#SpaceXMarketCapTops$1.613TPassingMeta
🚀 SPACE X ພຶ່ງຜ່ານ META ແລ້ວ… ຫຼືບໍ? 👀
ລອງນຶກພາບວ່າຈະໄປບອກນັກລົງທຶນ:
“ລາຍຮັບ +92%, ລາຍຮັບຈາກ AI +247%, ແລະລຸ້ນຍັງ ~40% ຕ່ຳກວ່າຈຸດສູງສຸດ.”
ນັ້ນແມ່ນປະມານສິ່ງທີ່ເກີດຂຶ້ນກັບ $SPCX .
ຫຼັງຈາກລົງໄປທີ່ $107.01 ໃນວັນທີ 28 ກໍລະກົດ, SpaceX ກະໂດດຂຶ້ນ 15.83% ໃນໜຶ່ງຄັ້ງຂອງຮອບຕະຫຼາດໃນວັນທີ 7 ສິງຫາ ເພື່ອປິດທີ່ $133.11.
ຈາກນັ້ນເລີ່ມເປັນຕົວເລກທີ່ນ່າສົນໃຈຂຶ້ນ. 👀
📊 ຂໍ້ມູນ Q2
• ລາຍຮັບ: $7.8B — +92% YoY
• ລາຍຮັບ AI: $2.6B — +247% YoY
• Starlink: +1.7M ສະມາຊິກໃໝ່ທຸລະສຸດ
• ຂາດທຶນສຸດທິ: $541M, ດີຂຶ້ນຢ່າງຊັດເຈນ YoY
• Capex: $18.4B 😳
ແລະເບິ່ງຈັ່ງ… ຂໍ້ລົບລວງທີ່ມາເລີຍ!
ຕະຫຼາດບໍ່ພໍໃຈເລີ່ມຕົ້ນຕໍ່ບິນ capex $18.4B ນັ້ນ. ຮຸ້ນຫຼຸດລົງ 8.56% ຫຼັງຈາກປະກາດຜົນງານ.
ແຕ່ຈາກນັ້ນນັກລົງທຶນເບິ່ງອີກຄັ້ງ.
AI ກາຍເປັນ EBITDA ປັບປຸງບວກ.
ຄວາມກັງວົນເລື່ອງ lockup ບໍ່ໄດ້ກະຕຸ້ນໃຫ້ເກີດການຂາຍຢ່າງຖ້ວມທີ່ຄາດໄວ້.
SpaceX ກໍາລັງເລັ່ງເປົ້າລາຍຮັບປະຈໍາປີທີ່ $100B ພາຍໃນທ້າຍປີ 2026, ໂດຍຕັ້ງເປົ້າລາຍຮັບ $1T ແລ້ວມາໄວເຖິງ 2030.
ທັນໃດນັ້ນ ເລື່ອງກໍປ່ຽນຈາກ:
“SpaceX ໃຊ້ເງິນຫຼາຍເກີນໄປ.”
ໄປເປັນ:
“ລໍຖ້າ… ຖ້າພວກເຂົາກໍ່ສ້າງບາງຢ່າງທີ່ໃຫຍ່ໂຕແທ້ໆ?”
🧠 ຄໍາເຫັນຈາກມຸມມອງ
ເລື່ອງຈິງບໍ່ແມ່ນວ່າ SpaceX ໄດ້ແຊງຂ້າມ Meta ໃນ market cap ແບບຊົ່ວຄາວຫຼືບໍ.
ຈໍານວນປະມານ $1.613T ນັ້ນ ຍັງບໍ່ໄດ້ຖືກຢືນຢັນແບບເປັນທາງການຈາກແຫຼ່ງຂ່າວຫຼັກ.
ສິ່ງທີ່ສັບຊ້ອນກວ່າ ແມ່ນແນວນີ້:
ນັກລົງທຶນເລີ່ມຈະລາຄາ SpaceX ດ້ວຍຂະໜາດໃນອະນາຄົດ, ບໍ່ແມ່ນຄວາມມັນກໍາໃນປັດຈຸບັນ.
ແລະນັ້ນເຮັດໃຫ້ capex $18.4B ກາຍເປັນ “ຄໍາຖາມໃຫຍ່” ທີ່ສຸດ.
🚀 ເຄື່ອງຈັກແຫ່ງການເຕີບໂຕ… ຫຼືຟອງມູນຄ່າ (valuation bubble)?
ເຈົ້າຄິດແນວໃດ — SPCX ຍັງມີບ່ອນໃຫ້ແລ່ນ, ຫຼືຕະຫຼາດກໍາລັງນໍາໜ້າເກີນໄປກັນບໍ? 👀
#SpaceX #Aİ #Stocks #SquareInsight
ເຂົ້າສູ່ລະບົບເພື່ອສຳຫຼວດເນື້ອຫາເພີ່ມເຕີມ
ເຂົ້າຮ່ວມກຸ່ມຜູ້ໃຊ້ຄຣິບໂຕທົ່ວໂລກໃນ Binance Square.
⚡️ ໄດ້ຮັບຂໍ້ມູນຫຼ້າສຸດ ແລະ ທີ່ມີປະໂຫຍດກ່ຽວກັບຄຣິບໂຕ.
💬 ໄດ້ຮັບຄວາມໄວ້ວາງໃຈຈາກຕະຫຼາດແລກປ່ຽນຄຣິບໂຕທີ່ໃຫຍ່ທີ່ສຸດໃນໂລກ.
👍 ຄົ້ນຫາຂໍ້ມູນເຊີງເລິກທີ່ແທ້ຈາກນັກສ້າງທີ່ໄດ້ຮັບການຢືນຢັນ.
ອີເມວ / ເບີໂທລະສັບ