-
-
-
Serenity2025-10-29 13:03:08
Macro Analysis: Focus Areas: Flows · Proxies · Seasonality · Positioning Setup : _ Neocloud: $NBIS · $IREN · $CIFR · $DGXX Connectivity: $ALAB · $CRDO · $CLS Robotics: $KRKNF · $ONDS · $RR National Security: $RKLB · $MP · $KTOS · $CCCX Energy: $FLNC · $EOSE · $TE · $SEIThe NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return.Buckets Mag7 contracts: $CRWV, $NBIS
, $WULF, $CIFR
With compute: $IREN
, $BITF Speculative: $WYFI, $GRRR
, $SLNH Miners pivoting to x.com/aleabitoreddit…
-
NekoZ2025-10-29 09:25:27
Heads up, $SEI just rolled out the SIP-3 wallet upgrade. Brings better performance and sets up for full EVM support. Cosmos-only wallets will need to migrate soon, so plan ahead.SIP-3 wallet upgrades are live — a major milestone on the road to Sei Giga. Sei Giga will redefine EVM performance: sub-400ms finality, 5 gigagas/sec throughput(~200k TPS). SIP-3 upgrades Sei to EVM-only, paving the way for Sei Giga — the most performant upgrade in EVM history. x.com/15893974740405… -
-
-
-
- LBank 將品牌形象提升到交易之外:擁抱整體加密生態系統
- 2026-10-26 11:55:45
- Keystone 漏洞:客戶資料外洩引發硬體錢包安全疑慮
- 2026-10-26 11:55:01
- 數位資產產業關注關鍵決策,而聯準會政策對加密貨幣市場構成壓力
- 2026-10-26 11:45:01
- Solana 公司加入香港精英策略企業,增強 Web3 影響力
- 2026-10-26 11:35:01
- 人工智慧代理商、ETH Glamsterdam 分叉和「竊取我的比特幣」傳奇:深入探討加密貨幣不斷變化的安全格局
- 2026-10-26 07:55:01
- 比特幣價格達到 8 萬美元:加密貨幣清算擾亂市場,因為關鍵支撐仍然存在(目前)
- 2026-10-26 07:25:01



