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started testing a new long-only momentum strategy
goal is to significantly beat key benchmark indices with reduced drawdown - like 2x sharp ratio
back-tested till january 2000
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this is just one example of a clearly organized series of political attacks at jensen
no question so many wish to take him down and now they've got the chance
Jensen Huang is caught with his pants down economist.com/business/2026/…
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end of an era
Galxe is consolidating its team and brand under Gravity to accelerate the development and adoption of Gravity L1.
Over the past five-plus years, we’ve helped pioneer Web3 questing and given projects new ways to connect with users and build communities. We’ve served 36 million users and supported more than 7,700 partner projects through campaigns, credentials, and loyalty programs, helping people discover new projects, contribute to their ecosystems, and earn recognition and rewards. We’re bringing that experience and the relationships built along the way into our work on Gravity.
As part of this consolidation, we will wind down Galxe Quest, Galxe ID, Galxe Passport, and related services. Gravity will continue operating as usual, with no changes to the G token as part of this transition.
Starting today, Spaces can no longer create new campaigns. New Galxe+ and Galxe Score subscriptions and Galxe Passport minting are also no longer available.
December 5, 2026, will be the last day to participate in campaigns. No campaigns will remain active after that date. On December 15, 2026, campaign reward claims will close, and the entire Galxe website will switch to read-only mode. Please claim any outstanding campaign rewards before December 15.
User assets remain safe, including Smart Savings balances, staked G that has not yet been withdrawn, and G tokens held in wallets on Gravity Alpha Mainnet. These assets will follow a separate claim process and timeline. We will publish the details and instructions in a follow-up announcement on our official X.
Thank you to the users, builders, and partners who helped shape Galxe. We look forward to continuing to build with you on Gravity.
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a black swan event always happens at the end of a bear cycle when nobody sees any possible reason for a further dip
and it's always something that has completely nothing to do with the existing negative narrative on the market
that's why it's called black swan
$NVDA CEO JENSEN HUANG’S DRAFT MEMO TO EMPLOYEES, OBTAINED BY AXIOS.
“I owe my family and all of you an apology.”
“I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry.”
“Leading NVIDIA is the privilege of my life.”
“I am fully committed to NVIDIA and will work to earn back your confidence.”
Regarding the national security investigation:
“I support the investigation and will cooperate fully.”
“My family bears no responsibility for my choices. I do. Please give them privacy.”
NVIDIA’s board has launched an independent investigation into reports that Huang was targeted by a foreign intelligence effort.
The board says it currently has no reason to believe U.S. national security or NVIDIA’s secrets were compromised.
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if democrats are really gonna create obstacles for AIDC development in the US, there is no question that China will catch and surpass - faster than everyone expected
it depends on who they think the rival really is - republicans or China
Inside Inner Mongolia, China's fastest-growing AI data center region, where construction is accelerating with low building cost and no public backlash (SemiAnalysis)
(Visit Techmeme dot com for the link and full context!)
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lily simply trusted her sketchy chinese sis too much that's it lol
NEW: China's central bank helped shut down a recent Solana event in Shanghai and plans to investigate the entities and individuals involved, according to PBOC-affiliated Financial News.
A PBOC official said Solana's promotional activities violated China's cryptocurrency restrictions.
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0xJason👾 retweeted
Anthropic’s October ARR topped $80B, per WSJ, consistent with TickerTrends tracking
We tracked $82.33B as of Oct. 30, up 7.2% from our Sept. 24 weekly release
0xJason👾 retweeted
Anthropic’s Q3 revenue growth slowed quite significantly, not just in percentage terms (144% to 47% QoQ), but also in absolute dollars. It added $5.4B in Q3, compared to $6.8B in Q2.
So what might Q4 look like? If we did just 3 super super simple scenarios
Bear: Incremental revenue slows substantially to ~$2.5B or 15% growth QoQ, putting Q4 annualized revenue at ~$78B (Q4 x 4)
Base: Anthropic adds roughly another $5B, about the same as Q3. That’s still ~30% QoQ growth, putting it at ~$88B annualized
Bull: Revenue growth on a % basis stays around ~45% QoQ, but that adds another $7.6B and brings Q4 annualized revenue close to $100B
According to Reuters, though, apparently people who met with Anthropic management are convinced annualized revenue will be at $10 billion, or maybe more. Not sure how they're calculating it tho
graph from @manic_pixie_agi
0xJason👾 retweeted
have people realized anthropic making 85% margin on AI model inference means open source is effectively dead from a cost-efficient argument?
anthropic will just drop their prices to compete. and no fortune 500 company will give a damn if they spend 5-10% more if they can access marginally better intelligence.
yes, open source lets you own your intelligence but that also comes with a lot of technical burden which 99% of companies will not want.
anthropic's s-1 killed a lot of open source's hopes to catch up imo.
alright, anthropic s-1 is way more optimistic than i expected, the numbers tell me they're playing at the big boy table, my bull/bear takeaway:
- anthropic has a probable path to profitability: revenue is impressive but the efficiency of that revenue is what matters, $1 of compute invested now gives you $2.08 of rev.
- 900% NRR is absolutely insane. a company spending $1M at the start of the year ends up spending $9M by end of year which means claude models really ARE that good vs. competition.
- cash balance is fantastic: $132 billion which puts them on the same playing field as Meta, google and other hyperscaler spending. anthropics at the big boy table.
- claude cowork and opus 5.5 are killing it with token consumption up-only. this dispels the narrative that openai and open source is coming for their throne.
the bear case:
- VERY heavy capex spending with $120B going to one of their big competitors that could cut them off i.e. spaceX. elon has become the toll-collector for compute
- future rev is expected to slow down as we have a period of consolidation. solving things like cancer and stuff (while amazing) will take time.
- anthropic's success is contingent on achieving RSI. i personally think this is achievable in the next 6-9 months but who knows.
bring on the IPO!
this is amazing ngl
next time when you are about to complain about binance, think about what else exchange on earth is able to manage a crisis of this level to the extent binance did
NEW: @binance SAYS IT PROCESSED $4.649B IN WITHDRAWALS AND $1.01B IN DEPOSITS SINCE REOPENING, A NET OUTFLOW OF ~$3.64B OR 2.1% OF ITS $171B AUM
"WITHDRAWAL VOLUMES HAVE DECLINED AND ARE STABILISING AS EXPECTED"
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there has always been a saying that the bear cycle can't finish without a major exchange hacking
here we go
BREAKING: Binance has been hacked with wallets across the Ethereum, Bitcoin, and TRON networks seeing outflows of -$5.7 billion.
The hack includes $1.45 billion worth of Bitcoin and $875 million worth of ETH.
If confirmed, this would mark the biggest hack in crypto history.
We expect more information shortly.
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