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#TianyaLife Tianya Life meme token livestream airdrop “Tianya Life”

The words on old forums are the spiritual home we share as a generation.
Tianya Life is a community meme token that pays tribute to the classic culture of legendary Tianya forum posts.
Blockchain preserves memories, and content inspires people.
Long-forgotten stories are being rediscovered, while new stories take root and grow here.

Time leaves its mark; stories never end.
The Tianya of those days, and us here today.
Livestream token airdrop: October 26, 2026, at 12:30. See you there!

【The biggest potential black swan for the AI rally? Beyond a debt crisis, keep an eye on the US midterm elections!】 💥 The US midterms could add uncertainty to the AI rally.

The current bull market in US stocks is entering its fourth year, and its core engine is still AI capital spending (AI infrastructure spending is expected to exceed $1 trillion next year). However, this frenzy is running into a new real-world obstacle: strong public opposition to data center expansion.

As large data centers proliferate, their heavy consumption of water and electricity, along with the environmental strain they cause, is fueling local residents' discontent. More importantly, this issue is colliding head-on with the US midterm elections!

📌 Key takeaways:

1️⃣ Potential impact of a Democratic “sweep” of Congress
* Prediction markets (Kalshi / Polymarket) show rising odds that Democrats will regain control of both the House and the Senate.
* A nationwide law outright banning data centers is unlikely (Trump would probably veto it), but hearings, regulatory investigations, and AI scrutiny are sure to increase significantly, disrupting the deployment plans of major companies.

2️⃣ Local elections become a new battleground
* Data center construction depends heavily on approvals from state and local governments. Polls show that 69% of Democratic voters support restrictions on data centers.
* Policy uncertainty is unlikely to overturn the long-term AI thesis, but it could drive up construction costs and delay launches, directly triggering sharp short-term market volatility.

3️⃣ The market is highly sensitive
* Recent concerns about CoreWeave's debt have already triggered a pullback in AI subsectors. For a thesis that relies heavily on capital spending (Capex) by major companies, anything that could slow expansion is a bearish signal.

💡 Summary and food for thought:
How much longer can the AI giants keep up their “buy computing power, build data centers” game? Squeezed by both energy constraints and political scrutiny, could AI stocks in the US market and AI-sector tokens in the crypto market (such as FET, NEAR, RENDER, etc.) see a sharp pullback?
👇 What do you think the midterm elections will mean for the AI sector? Join the discussion in the comments!
#AI #币安交易所美股 #加密市场 #数据中心 #大选风云
$SPCX.US

$LLY.US
$IBM.US

【Morgan Stanley’s Major Research Report】Maintains SpaceX at “Overweight,” with a $300 price target! A new narrative reshaping the Physical Intelligence Economy (PIE) 🚀🔥
Morgan Stanley’s latest report says the market still mistakes SpaceX for “a new cloud services provider with space capabilities,” and vastly underestimates its potential to transform into a “Physical Intelligence Economy” and powerhouse manufacturer!
Key highlights and a quick breakdown 👇
💡 Core framework: 4 key concepts from the report
* proentropic (anti-chaos enterprise): SpaceX is one of the few antifragile assets whose value actually rises amid macroeconomic chaos and increasing uncertainty.
* MARS (Manufacturing + Autonomy + Robots + Space):
* Manufacturing | Autonomy | Robots | Space
* Morgan Stanley asks: What other company in the world can seamlessly combine all four of these advanced capabilities?
* PIE (Physical Intelligence Economy):
* AI is more than a “digital assistant” that helps write emails and plan vacations. The real prize belongs to those who manufacture “moving atoms” (drones, humanoid robots, and space equipment).
* Vibe coding can’t conjure hardware out of thin air. Only real-world physical manufacturing can capture PIE’s enormous multiplier effect!
* DVFS (the enterprise’s high-speed flywheel):
* Dimensionality, Verticality, Flexibility, and Speed.
🔄 Tesla × SpaceX: A powerful physical AI flywheel
* Tesla: A leading physical robotics manufacturer (FSD/autonomous driving/Optimus), relentlessly collecting physical-world data.
* SpaceX: Provides infrastructure, underlying computing power, and a global space-based connectivity layer (Starlink).
* Synergy: Data feeds back into manufacturing and process know-how, creating a globally unique, recursively evolving flywheel!
💥 Major catalyst in early November: Starship Flight 15
* Historic challenge: Plans to attempt the simultaneous catch of the booster and the spacecraft (a “dual catch”) for the first time!
* Musk’s view: Success is “more likely than not.”
* Morgan Stanley’s take: This is the ultimate test of Starship’s reusability, significantly reducing total addressable market (TAM) risk. It could be one of the most important standalone catalysts in SpaceX’s more than 20-year history!
$SPCX.US

Rational investing isn’t calculus; it’s a practice in character and common sense. Charlie Munger and Warren Buffett have said time and again that successful investing doesn’t require advanced mathematics or extraordinary intelligence.

Why do so many exceptionally smart people, experts in financial engineering, end up failing in the market? The two elder statesmen offered a remarkably clear answer:

1️⃣ On “math”: All you need is elementary arithmetic and a basic understanding of probability
* Buffett: “If investing required calculus, I’d have to go back to cobbling shoes.”

👉 At its core, value investing means assessing a company’s cash flows and margin of safety. The addition, subtraction, multiplication, and division you learn in fourth grade, along with the concept of discounting, are more than enough.

* Munger: Complex mathematical models often create “false precision.” In the market, intuition about odds and compounding is far more reliable than advanced mathematical formulas.

2️⃣ On “intelligence”: Character and temperament matter far more than IQ
* Buffett: “Investing is not a game where the guy with the 160 IQ beats the guy with the 130 IQ. Once you have ordinary intelligence, what you need is the temperament to control your impulses.”

* Munger: “Smart people often fail because they’re too smart and think they can predict an unpredictable market.”

👉 Admitting what you don’t know is the beginning of wisdom. Knowing the boundaries of your circle of competence matters far more than having a huge one.

3️⃣ What does it really take to weather bull and bear markets?

💡 Know your circle of competence: Bet only in areas you understand.

🧠 Think contrarily: Be fearful when others are greedy, and greedy when others are fearful.

🧘 Be extremely patient: Most people lose money not because they aren’t smart enough, but because they’re “in a hurry to get rich.” Waiting for your “perfect pitch” beats trading constantly.

> 💬 Munger’s famous words: “The big money is not in the buying and selling, but in the waiting. Our advantage in achieving long-term success isn’t that we’re so smart, but that we keep trying not to be stupid.”

>
In a turbulent and unpredictable market, staying rational, sticking to your discipline, and overcoming emotional impulses are more powerful than any complex indicator.

#Buffett #Munger #InvestmentPhilosophy #Cryptocurrency #TradingPsychology #币安广场

$BRK.B.US
$AAPL.US
$LLY.US

Charlie Munger, Warren Buffett’s longtime partner:
Long-term investing inevitably involves booms and busts. Accept market ups and downs as you would the changing of day and night.

Charlie Munger quotes:

- On learning: “I’ve never met a wise person who didn’t read all the time—none, zero.”

- On goals: “The surest way to get what you want is to make yourself worthy of it.”

- On thinking: “Invert, always invert.” Knowing what you don’t know is more useful than being merely smart.

- On investing: “A great business at a fair price is far better than a fair business at a great price.” In the short term, the market is a voting machine; in the long term, it’s a weighing machine.

- On patience: “We make money by remembering the obvious rather than by mastering the esoteric.” Wait most of the time, then make a big bet when a great opportunity comes along.

- On life: “If I knew where I was going to die, I would never go there.” When tragedy strikes, don’t let one misfortune turn into more.

The four principles Munger emphasized time and again were: rationality, patience, lifelong learning, and knowing the limits of your circle of competence.
$SPCX.US

$TSLA.US

On the ground at Jensen Huang’s GTC: Future telecom base stations could evolve into distributed AI networks, with all telecom operators offering AI computing power

🚀 Jensen Huang’s Berlin GTC makes headlines! AI factories and computing networks are once again in the spotlight
NVIDIA CEO Jensen Huang unveiled his latest AI vision at GTC in Berlin, sharing a wealth of insights. A must-read for AI enthusiasts! 👇

🔥 Key takeaways:
1️⃣ Telecom base stations = distributed AI networks
Huang said that all telecom operators will offer AI computing power in the future, and traditional telecom base stations could be transformed directly into distributed AI networks!

2️⃣ The “five-layer cake” model of the AI economy
Huang divides the AI economy into: energy ➡️ computing power ➡️ AI factories ➡️ models ➡️ applications.
Worth noting: NVIDIA was the only company logo shown in the computing layer!

3️⃣ Cost of a 1-gigawatt (GW) data center
The total cost can reach $50 billion, including land, electricity, equipment, storage, cooling, and other expenses.

4️⃣ New tools arrive: DSX Pod & liquid cooling technology
DSX Pod: Deployment can be completed in as little as 14 days, accelerating the development of AI infrastructure in Europe.
Highly sustainable: Closed-loop liquid cooling and dry cooling bring water consumption close to zero. At a 2 GW scale, this could save 54 million liters of water per day; DSX MaxLPS software can reduce power consumption by up to 30%.

5️⃣ OpenShell architecture and next-generation security controls
Combines Vera Rubin infrastructure, Vera CPUs, and BlueField-4 DPUs.
Massive performance gains: Vera Rubin NVL72 delivers up to 30 times more throughput per megawatt on agent workloads than its predecessor!
Hardware-level isolation: The NVIDIA Sentry framework enables security isolation in milliseconds, preventing agents from crossing boundaries. Major players including Microsoft, Google Cloud, OpenAI, and Anthropic have joined the ecosystem.

💡 From distributed AI base stations to computing factories, breakthroughs in hardware infrastructure are providing powerful foundational support for crypto-and-AI narratives such as decentralized physical infrastructure networks (DePIN) and AI agents. Computing power is electricity, and the AI economy is taking shape at an accelerating pace.
💬 What do you think the future holds for “distributed computing networks”? Are you bullish on AI + DePIN? Join the discussion in the comments! 👇
#NVIDIA #NVIDIA #AI #DePIN #AIAgent #算力 $NVDA.US
We continue to invest in $NVDA stock on Binance Exchange
$GOOG.US
$MSFT.US

#币安神算子 https://app.binance.com/uni-qr/prophet?from=share&seasonId=prophet_1019_s1&ref=16601015
According to an official Binance announcement, Binance Pick will officially launch on October 21, 2026 (UTC+8). Early-bird sign-ups open on October 19, 2026. The more people sign up, the larger the prize pool unlocked, up to 1,000,000 USDC. The sign-up period runs from October 19, 2026, to October 21, 2026, at 07:59:59 (UTC+8), and the prediction period runs from October 21, 2026, at 08:00:00, to November 16, 2026, at 07:59:59 (UTC+8). Rewards include a 500,000 USDC season leaderboard prize pool, a total weekly leaderboard prize pool of 400,000 USDC (100,000 USDC per week), and a 100,000 USDC participation prize pool. The season leaderboard closes on November 16, 2026, at 07:59:59 (UTC+8), and the weekly leaderboard closes every Monday at 07:59:59 (UTC+8).
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🚀 SpaceX Q3 earnings blow expectations away! AI business surges 830% to become the biggest dark horse 🌌 Expectations of a “merger” between SpaceX and Tesla have set Wall Street ablaze!

SpaceX just released its Q3 2026 earnings, smashing expectations across the board. Its share price briefly surged more than 8% after hours! Here are the key highlights 👇

📊 Key earnings figures
Total revenue: $14.58 billion (up 161% year over year), far exceeding expectations!

Net income: $4.4 billion (vs. $1.88 billion expected), more than doubling expectations!

Diluted EPS: $0.35 (vs. $0.15 expected)
🤖 AI “Superintelligence (SI)” becomes the company’s largest revenue source
SI business revenue: $7.56 billion (up a whopping 830% year over year!), surpassing Starlink for the first time to become the company’s largest revenue pillar!

Growth drivers: Strong demand for cloud services, synergies from the acquisition of Cursor, and explosive growth in applications of the Grok model.

📡 Starlink and space businesses continue steady expansion
Satellite internet: Revenue of $5.25 billion (up 69% year over year), with Starlink subscribers surpassing 13.6 million!

Space launches: Revenue of $1.77 billion. Starship’s 14th flight successfully deployed Starlink V3 satellites into orbit and contributed commercial revenue for the first time!

💡 Outlook and highlights
Accelerating computing capacity: Q3 capital expenditure was nearly $20 billion, of which 84% went toward building AI/SI infrastructure (the COLOSSUS II computing center is being expanded).

Musk’s big announcement: Executives revealed on the earnings call that next year’s annual recurring revenue (ARR) target could reach as high as $1 trillion, and confirmed that a potential merger with Tesla is under discussion!
$TSLA.US
$SPCX.US

$NVDA.US

🚀 Musk to “airdrop” SpaceX shares to every child in America? The ultimate revolution in traditional philanthropy!
After Anthropic announced the creation of a “public benefit fund,” allocating 5% of its equity to traditional foundations for indirect distribution, Musk fired back boldly on X with a blockbuster plan:
> “Next year, I will give one share of SpaceX stock to every child in America. Giving the public shares that represent a stake in the economy of the future directly is the right way to go.”
>
📌 “SpaceX Airdrop for Everyone” in One Minute
* Estimated scale: Around 73 million children under the age of 18 in the United States.
* Airdrop value: Based on a post-IPO SpaceX valuation of $2 trillion and an estimated share price of about $147.96, this “massive airdrop” would have a high face value, yet account for only a tiny fraction of Musk’s personal wealth.
* Connecting the dots: The plan is expected to link up with the U.S. Treasury’s “Trump Accounts” for minors.
💡 A Clash of Two Distribution Models: Intermediary Trusts vs. Direct “Airdrops”
| Dimension | Anthropic model (traditional Web2 philanthropy) | Musk 2.0 model (direct capital distribution) |
|---|---|---|
| Approach | Contribute to a foundation ➔ board approval ➔ indirect funding | Eliminate intermediaries ➔ deliver directly to individuals ➔ share ownership for all |
| Rationale | High bureaucratic and administrative overhead; relies on intermediary organizations | Assets delivered directly to recipients, who benefit from the long-term premium of top-tier tech |
| Perspective | Passive recipients of aid | Cultivating an “ownership perspective” on the economy of the future |
⚠️ Three Major Questions and Controversies Behind the Excitement
* Will the shares actually be delivered?
Musk’s past commitments, including an OpenAI donation and a $6 billion donation to the UN World Food Programme, have been disputed. This plan lacks specific custody arrangements and legal details, so observers are still waiting to see whether it will actually happen.
* Who qualifies, and what about taxes?
Will this be limited to U.S. citizens, or include all minors living in the United States? When will recipients be able to sell their shares and cash out? How will taxes be handled?
* Can “giving shares” replace “public support”?
Critics argue that stocks are volatile assets whose value lies in the future and cannot meet people’s immediate needs. Public welfare should still be built on a transparent tax system, rather than on the “selective giving” of the wealthy.
🎯#币安交易所美股

$SPCX.US
$NVDA.US
$GOOG.US

😉Please help vote for me. 😍Many thanks.
Vote for the 2026 Annual Blockchain Top 100 Creator Award!

🔥 A blockbuster week for U.S. stocks is here: Nvidia’s GTC joins forces with major U.S. companies as AI returns and earnings durability face a major test!
From Nvidia’s computing-power expansion in Europe to a packed schedule of earnings reports from tech giants, the commercialization of the AI industry chain and the spread of demand will face a comprehensive test.
1️⃣ Nvidia GTC kicks off in Berlin, with Jensen Huang focusing on “European sovereign AI”
* Time and topics: Nvidia’s GTC AI conference takes place in Berlin from October 20–22. Jensen Huang is scheduled to deliver the keynote on Wednesday (17:00–19:00 Beijing time). Key topics include European sovereign AI, enterprise AI infrastructure, Agentic AI, inference deployment, and robotics.
* Public- and private-sector cooperation: German Chancellor Merz plans to meet with Jensen Huang, with a focus on cooperation in computing power for Germany’s industrial AI.
* What the market is watching: Investors will be looking to see whether Nvidia discloses details about its next-generation chip architecture, as well as the scale of deployments in European data centers, sovereign computing power, and industrial AI projects.
2️⃣ Tech giants take the earnings baton: Meta and Tesla report
The S&P 500’s blended earnings growth for the third quarter is expected to reach 29%, driven primarily by the energy and technology sectors.
* Meta ($META): Investors will watch whether its advertising business can continue to support its massive AI capital expenditures, as well as progress in monetizing AI recommendation tools and Agentic AI.
* Tesla ($TSLA): Q3 deliveries exceeded 486,000 vehicles, and energy storage deployments reached 13.7 GWh. Key items in the report include automotive gross margins and cash flow, as well as updates on Robotaxi, FSD, and upcoming models (the live Q&A will be held Thursday at 05:30).
* SpaceX ($SPCX): The market will closely monitor Starlink and the cash flow and profitability of its space infrastructure business.
3️⃣ A comprehensive test of the semiconductor supply chain: Lam Research, Texas Instruments, and Western Digital
* Lam Research ($LRCX) (wafer fabrication equipment): A test of expansion plans among memory customers and demand for advanced process and packaging equipment.
* Texas Instruments ($TXN) (analog chips): Investors will assess the recovery in demand from traditional end markets such as industrial and automotive, along with the inventory cycle.
* Western Digital ($WDC) (storage): Investors will watch cloud providers’ purchases and demand for high-capacity hard drives to see whether data center expansion can continue translating into storage orders.

If Nvidia signals strong demand and tech giants’ capital expenditures and revenue growth form a virtuous cycle, recent market concerns about the “return on investment (ROI) of AI” should ease considerably.
$NVDA.US

SPCX Earnings Expectations:
Views of Major Financial Institutions on the Artificial Intelligence (AI) Business ⓘ

* Beat expectations: 100%

* Missed expectations: 0%

1. AI Revenue and Margin Expectations Raised Significantly

* Goldman Sachs: Expects significant revenue growth in the AI business over the next three years; ground-based computing capacity could reach approximately 2.4 gigawatts (GW) by the end of this year.

* Evercore ISI: Expressed strong confidence after third-quarter revenue and earnings before interest, taxes, depreciation, and amortization (EBITDA) exceeded expectations, and raised its price target.

* Citi: Adjusted EBITDA in the AI business exceeded expectations by nearly $1.5 billion; the timeline for achieving its revenue target has been brought forward to 2030.

2. “Starship” Technical Milestones Exceed Expectations

* Morgan Stanley: The successful deployment of V3 Starlink satellites during an orbital flight was a major achievement and a key catalyst.

* Citi: Starship’s successful 14th flight further strengthened launch capabilities and marked a turning point on the path to commercial operations.

* Pivotal Research: Highlighted growth potential from the expansion of Starlink’s mobile business and spectrum acquisition.

3. Growth Trends Across Core Business Segments Confirmed

* Deutsche Bank: Achieving the $100 billion annual recurring revenue (ARR) target by the end of this year is entirely feasible.

* Bernstein: The connectivity business lays the foundation for profitability, while the AI computing business is driving resilient revenue growth.

* BofA Securities: Maintained an optimistic outlook, highlighting the company’s differentiated strengths across its three key business segments: space, connectivity, and AI.

—————————————————————————We buy SPCX, GOOG, and NVDA on dips
$SPCX.US
$GOOG.US
$NVDA.US

Tesla’s new Roadster technology revealed in a major exposé. Lars Moravy, Tesla’s Vice President of Vehicle Engineering, has for the first time publicly shared a comprehensive look at the highly anticipated new Roadster’s core technologies! This supercar throws out traditional design ideas, using a range of aerospace technologies and a revolutionary powertrain layout to push beyond the market’s expectations of what an electric vehicle can do.

Here are the key highlights:
1. Ditches all-wheel drive for “dual-motor rear-wheel drive” + a dedicated 4680 battery
* Dual-motor rear-wheel drive: Abandons the tri-motor/all-wheel-drive setup in favor of a dedicated dual-motor rear-wheel-drive layout. Total output exceeds 1 megawatt (about 1,341 horsepower), with torque surpassing 1,400 N·m. An 8.4:1 planetary gear set independently drives the rear wheels.
* Lightweight, at just 1,700 kg: The target weight for the whole vehicle has been reduced to under 1,700 kg (it was previously planned to weigh 2,000 kg).
* Custom 4680 battery: Features an aluminum casing and titanium-alloy top cover, combined with a double-sided, one-way cooling thermal-management system to ensure performance does not fade during 25–30 minutes of intense track driving. Supports an 800–1,000 V high-voltage platform, with a target of charging from 15% to 80% in under 10 minutes.

2. Active suction system: Cornering G-forces exceed 2g
* Ground-effect suction fans: Four 20 kW fans driven by high-pressure compressor motors are installed underneath the car. Together with four retractable skirts, they firmly “suck” the vehicle to the ground at low speeds, filling an aerodynamic blind spot.
* Active aerodynamic components: The front splitter has internal vanes adjustable through 80°. The rear-wing actuators are borrowed directly from the leg actuators of the Optimus humanoid robot, enabling extremely precise control of downforce.

3. Co-developed with SpaceX: Cold gas thrusters (CGT)
* High-pressure nitrogen propulsion: Uses nitrogen at 10,000 psi (about 689 bar) as the working fluid; it is non-toxic and non-flammable.
* Capable of brief, short-distance flight off the ground: The top-spec Rocket version is equipped with a 600 L gas tank and six thrusters, producing nearly 90 kN of thrust. This could help the vehicle briefly lift off the ground and correct its attitude in midair!

In summary: Tesla’s new Roadster is more than just an electric supercar—it brings together Tesla’s advances in materials science, thermal management, robotic actuators, and SpaceX aerospace propulsion technology. There are already 4–5 prototype cars, and large-scale testing with a fleet of test vehicles is expected to begin early next year.
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We buy on dips
$SPCX.US

$TSLA.US
$TSM.US

🚀 Fed Chair Warsh’s major speech in Bangkok is coming up! The final policy signal before the October rate-setting meeting

📌 Key points at a glance:
* Venue: Bangkok, Thailand (the IMF-World Bank Annual Meetings)

* Key time: 10:30 a.m. Bangkok time on October 16 (the evening of October 15 U.S. Eastern Time—the final public appearance before the “blackout period” ahead of the FOMC rate-setting meeting)

* Format: A fireside chat with IMF Managing Director Georgieva

💡 Four key areas of focus for this speech:

* Inflation resilience and the rate path

* The latest September CPI/PPI readings came in higher than expected, with energy and housing prices continuing to add to inflationary pressures.

* Markets are focused on whether Warsh will signal a hawkish stance at the October 27–28 FOMC meeting, such as raising rates again or keeping rates restrictively high.

* Sticking to “doing away with forward guidance”

* Warsh is expected to reiterate his “say less, do more, data-dependent” policy style, avoid making excessive predictions about the future path, and emphasize that monetary policy will be adjusted dynamically based on actual economic indicators.

* Quantitative tightening (QT) and financial conditions

* Discussion of the size of the Fed’s balance sheet and the neutral interest rate, with an emphasis on reducing excessive liquidity intervention and guiding markets back toward pricing based on fundamentals.

* Global economic risks and independence

* He is expected to comment on how geopolitical shocks (such as oil price fluctuations) affect both supply and demand, while emphasizing the Fed’s commitment to maintaining its monetary policy independence.

📉 What impact could this have on the crypto market (BTC /
Crypto)?

* Increased short-term volatility: If Warsh takes a hawkish tone (for example, emphasizing inflation risks and raising expectations of an October rate hike), it could put short-term pressure on the liquidity premium of BTC and other risk assets.

* Whale activity: On-chain data shows signs of whale addresses accumulating coins on dips ahead of the data release and speech, suggesting market participants are waiting for the uncertainty to clear.

* Key levels to watch: Market sentiment remains cautious, and the overall market structure hinges on how the Fed defines the peak for interest rates in the fourth quarter.

#FederalReserve #Macroeconomics #BTC #CPI #BinanceSquare
$SPCX.US
$LLY.US
$GOOG.US