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The arms race for AI infrastructure is heating up: Who can break through the capacity ceiling?

The most competitive segment of the AI chip Supply Chain has emerged - Computing Power capacity.
Take Nebius as an example, the orders in the third quarter are overflowing, and new production capacity is sold out instantly. Management admits that capacity has become the biggest bottleneck for growth. What is their solution? Hard push: increase the 2026 contract power from 1GW to 2.5GW and connect 800MW-1GW by the end of the year. To this end, capital expenditure for 2025 will increase directly from $2 billion to $5 billion. What is the effect? The revenue guidance for 2025 is adjusted to $500 million to $550 million, and the ARR target for 2026 aims for $700 million to $900 million. It sounds aggressive, but the question is - can power and Supply Chain keep up?
The same dilemma spreads throughout the entire track:
Microsoft has not been idle on this front either. Azure AI capacity is set to increase by 80% this year, with the data center footprint doubling. This alone is not enough, as it is expected that the entire fiscal year will be constrained by capacity limitations. Q2 Azure
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The financial outlook for the seven tech giants has improved, with Nvidia leading the way.

NVIDIA's Q3 performance exceeded expectations, alleviating market concerns about the enthusiasm for AI investments. The chip giant has become the biggest winner of the AI wave, thanks to its monopoly position in data centers with GPUs—Q3 profits rose 57.3% year-on-year, revenue grew by 62.5%, and it is expected that the total earnings for 2025 could double.
However, the rise has been substantial: NVDA has risen 35% this year, while the overall rise of the tech giants (Mag 7) is only 13.7%, basically in line with the S&P 500. Interestingly, the market's attitude towards AI concept stocks is clearly polarized—Alphabet(GOOGL) is still favored, but Meta(META) and a few others have been neglected.
From the perspective of profit expectations, the growth rate of Mag 7 next year is expected to rise from 12.2% two weeks ago to 15.4%. This year's Q3 collective profit increased by 17.3%, and revenue rose by 8.3%. However, the growth rate is slowing down: the expected increase in 2026 is 14.
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2026 may rewrite Wall Street history: the risk of three bubbles bursting simultaneously.

There is an old saying that goes well – every revolutionary technology needs time to grow. The Internet took many years to truly change the world, and both Blockchain and the Metaverse have gone through a crazy to silent roller coaster. But 2025 has a special aspect: three popular tracks that have been hyped to the sky are showing cracks at the same time.
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Bezos earns $1.9 million every hour, what does that mean? Over the past 10 years, his wealth has risen by $167 billion, averaging $45.8 million a day. How much money is that? Two luxury houses in Florida ($68 million + $79 million), a $165 million mansion in Beverly Hills, and multiple properties in Hawaii and New York.
Besides hoarding houses, where else did this guy invest his money? He founded Blue Origin for space tourism (one seat sells for 28 million), in 2013 he spent 250 million to buy The Washington Post, and he has yachts, supercars, and private jets all at his disposal. The most out
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The Lighting Network is causing a stir again🌩️ Amboss and Voltage have teamed up to launch an enterprise-level payment stack, allowing merchants to earn profits while making transactions — simply put, it's about turning idle assets that would otherwise go to waste into money-making opportunities.
Core gameplay: Use the Lighting Network to process fast payments with BTC and stablecoins, while automatically earning yield through routing optimization, and also support multi-currency cross-border settlements. Early user feedback indicates that costs have been directly reduced by 30%.
What doe
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Privacy Coin Wallet Selection Guide: A Comparison of 4 Tools Every Monero User Should Look At

Why is the Privacy Coin Monero(XMR) so popular? In simple terms, it uses Ring Signature and stealth Address, these two sets of Cryptography black technology, to hide your transaction information thoroughly. The sender's identification is concealed, and each transaction is received using a brand new Address — this is why those who care about financial privacy, businesses engaged in sensitive activities, and charitable organizations prefer it.
There is an interesting piece of data: Although Monero is heavily criticized for its privacy features, according to a report by Europol, criminals actually prefer to use Bitcoin (because of its good liquidity). Traditional dollars are, on the contrary, the main tool for money laundering - a large American bank only admitted at the end of 2024 that it helped Colombian traffickers launder over 600 million dollars in dirty money, which took a full 10 years to be discovered. Therefore, privacy ≠ illegal; privacy is a basic right.
So the question arises: which wallet to hold Monero? We compared 4 mainstream non-custodial wallets.
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# Is Gold About to Da Moon? Deutsche Bank Predicts $5000/Ounce by 2026
Deutsche Bank analyst Hsueh's latest prediction: Next year, gold prices are expected to approach $4,950/ounce, with a direct target of $5,150 in 2027—this means a rise of over 20% from the current position.
**Key Signal:**
- Central banks didn't stop: In Q3 alone, they purchased 220 tons, marking the third highest level in history, indicating that official institutions are seriously increasing their positions.
- ETF reversal: After four consecutive years of net outflows, it turns positive again in 2025, indicating
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Deutsche Bank has spoken: Is gold going to surge to $5000?
Analyst Michael Hsueh's latest prediction – gold prices will approach $4950/ounce in 2026 and soar to $5150 in 2027. In other words: gold is still rising.
What is the key driving force?
• Central banks around the world are bottom fishing: bought 220 tons in Q3, a three-year high.
• ETF capital inflow: net inflow for the first time in 4 years
• Dollar depreciation + geopolitical risks = gold becomes a "safe haven"
Interestingly, although October saw a 10% pullback from its highs, it has already rebounded by half. Hsueh said this bre
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Why Did the Crypto Market Collapse Today? The Analysis You Need to Read

La caída del crypto de hoy no fue coincidental, sino una confluencia de factores que incluyen ventas institucionales significativas, señales de la Reserva Federal y descomposiciones técnicas. El mercado reaccionó con pánico, pero es un ciclo natural, ofreciendo oportunidades para un reposicionamiento estratégico.
ai-iconThe abstract is generated by AI
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The Truth About Traditional Banks Embracing Encryption in 2024: Which Ones Are Actually Reliable?

Globally, 420 million people are using encryption assets, but not all banks truly support them. Some traditional banks like JPMorgan Chase and Revolut are gradually launching related services. When choosing a bank, it is important to follow core indicators such as the holding of fiat and encryption assets, rate transparency, regulatory protection, and actual functionality.
ai-iconThe abstract is generated by AI
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Launchpad Crypto: The Gateway to the Most Promising Projects

The essay explains how crypto launchpads allow investors to access tokens at low prices before their public launch, highlighting their benefits and risks, as well as the importance of choosing reliable platforms to maximize profit opportunities.
ai-iconThe abstract is generated by AI
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Where in the world can you spend crypto like real money?

In 2024, paying with bitcoin in a store is not fiction. There are already countries where you can have breakfast, rent an apartment, or buy a car with crypto without anyone looking at you strangely.
The pioneers: El Salvador was the first in 2021, making bitcoin an official currency alongside the dollar. Today in most of
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UTC: The trick that costs you money if you don't master it in crypto

Most people arrive late to airdrops and presales because they misinterpret UTC times. It's not your fault, but it is dangerous.
I'll explain it to you quickly:
What is UTC? It is the world base time, without changes for seasons or daylight saving time. All launches, events, and crypto movements use this.
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No more surprises: The ultimate guide to not being late for crypto launches

It has happened to you: you see that an airdrop or presale starts "at 12:00 PM UTC" and assume it is noon in your city. Result: you arrived 3 hours late or 5 hours early. Game over.
The real problem
UTC ( Coordinated Universal Time) is the master clock of the crypto world. It does not change with the seasons or
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Trendlines: The Quick Guide to Not Losing Money in Crypto

We all talk about trend lines, but how many actually know how to draw them without messing up? Here goes the real deal.
The Concept in 10 Seconds
A trend line is basically connecting lower points ( if it rises ) or higher points ( if it falls ) on the chart. That's it. The line tells you where to go.
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The "Bitcoin Sheikh" doomed to 56 years: the crypto scam that deceived Brazilian millionaires

Do you remember the "Sheikh of Bitcoin"? Well, the Brazilian federal justice has just sealed his fate: 56 years, 4 months, and 10 days in prison for one of the largest cryptocurrency scams in Latin America.
How the scheme worked
Francisley Valdevino da Silva was not just a simple scammer.
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Bullish vs Bearish: How to Read the Market Without Going Bankrupt

Let's see, recognizing whether we are in a bull or bear market is basic if you don't want to lose money recklessly. But most new traders don't even know where to start. Let's break this down in a way that you truly understand.
The Mind Map: Where Are We?
Bull Market (Bull): Prices are rising
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