txd102023
txd102023
Wallet onchain. Noise off.
1.1 ألفمتابعة
1.1 ألفالمتابعون
الموجز
الموجز
US inflation is heating up again, with CPI and PPI both beating expectations. That puts the Fed in a tough spot: fight inflation without putting too much pressure on the economy.
I think markets should be careful about assuming the next move. One hot report can change expectations, but the trend matters more than a single data point.
Will the Fed hike in October? No clear signal yet. Patience may be the smartest move.
#USCPIAndPPITopForecasts
Tesla’s new Roadster is impressive, but can it really launch in 2028?
SpaceX thrusters could redefine automotive innovation, but safety, regulations, and years of delays remain real concerns.
My take: the vision is exciting, but execution matters more than promises. Tesla must prove this isn't just another ambitious announcement.
Can Tesla deliver on time? Yes, if it finally turns ambition into reality.
#TeslaRoadsterUnveiled
Looking at Netflix’s recent trajectory, tighter password-sharing rules, international growth and the fast-scaling ad tier have driven solid momentum. The guided 12% revenue rise and 33.2% margin already show strong leverage, with more room as ads scale and content costs stay disciplined.
So YES - both subscription and ad revenue should keep growing, and profitability can improve further.
#NetflixQ3AdsAndMargins
الكثير من الناس ينتقلون إلى روبنهود للتجارة، وأنا أفعل الشيء نفسه اليوم
سواء كان هناك أي ثمار من ديكس من OKX، أنا أجرب هذه الرموز منخفضة الحدود:
0x40281c768334af0f43f2d01ba46d1cc7fdad1e18
0xae12303bd73442d3c8dba9a58b164070d78a1e18
0x92ef7caa35f85f50311fa5ed7ade2d9786c61612
0x06e64ed98daf37bf1c552baa77cecbcfe6c90d41
لنأمل
My favorite token $SOL just hit $86.
And honestly…I’ve got a feeling $100 is coming way sooner than anyone expects.
OMG, are we really doing this ?!?
POV: $BTC hits $72K and Strategy starts moving like a leveraged BTC ETF.
BTC just climbed to $72K, sending Strategy shares higher even though its 843,738 BTC treasury is still underwater.
₿ BTC: $72K
📊 Strategy cost basis: ~$75.7K
⚡ Beta: 3.59x
🎯 Heavy call activity: $220–$250
If BTC breaks $75K, Strategy’s treasury flips into profit - and shorts could get squeezed hard.
The market is treating Strategy less like a software company and more like Bitcoin with leverage. 🗿
POV: You’re shorting Bitcoin while Grandpa $BTC decides to conquer $71K. 🗿
Bitcoin just broke above $71,000, triggering a massive wave of liquidations across the market
.
💥 ~$3.2B liquidated
📉 Shorts accounted for 92%
🦢 Biggest liquidation event since last year’s 10/10 “Black Swan”
Shorts were piling in…so Grandpa BTC chose the only logical move: Up. 😅
$BTC is up 3.2% to $68.2K, with spot BTC ETFs pulling in $189M and BlackRock’s IBIT leading the flows.
A short squeeze added fuel, while capital rotated back into BTC as dominance climbed to 59%.
POV: The setup is bullish, but BTC is getting overheated. $67K is the level to watch - break and hold it, and momentum could accelerate. Lose $65K, and a pullback toward $63K becomes more likely.
