Crypto card spending set a monthly record on solana:So11111111111111111111111111111111111111112 rails too. The winner wasn't a big exchange card. All chains, July: $748.7M, +19.1% m/m Solana card volume: $69.5M KAST share of it: 89.7% Stablecoins now drive 84% of card spend. https://t.co/WMCNxOqvnw
SK hynix just printed an 80% margin. $SNDK reports Thursday. So why is Sandisk still 45% below its high? NAND prices up mid-20s% QoQ Close $1,304.84 Indicated $1,354 pre-market The read-through raised Thursday's bar, not just the price. https://t.co/O5dwdGPfYg
$AMZN got a Morgan Stanley top-pick call and a $350 target on Monday. By Friday the whole upgrade was gone. Monday $262.45, +4.98% Friday $248.00, under the prior Friday AWS Q2 sales +36.8%, TTM free cash flow -$7.6B The week priced capex, not cloud. https://t.co/ygbQTsQTue
HSBC is reviewing whether $PLTR belongs in a $9B Islamic fund. The forced sale would be noise: $38M stake $463B market cap 165x trailing earnings The signal is the pattern: a second exclusion story this month, with Q3 due Nov 2. https://t.co/48Zmek7QOb
MSCI has finalised the rules that could push $MSTR out of its indexes. It hasn't named anyone yet. List: Nov 11 Effective: after the Nov 30 close JPMorgan est. if Strategy goes: ~$2.8B passive selling The rule is settled. The list is the event. https://t.co/f83tgj3s3R
Crypto lost about half its market cap. On-chain activity barely moved. @chainalysis: $9.4T, down just 1.6% Sub-$100 transfers +78.4% Cross-border stablecoins +77.5% The money went global. The rules went local. EU, UK, US and APAC 🧵 https://t.co/oTFJ6SDU1B
$SPCX rose 7.35% on three launches and first orbit. The targets are not about rockets. Close $158.96, 119.1m shares Still ~27% under a $218.68 target TD Cowen: $14.4bn of AI-compute leasing Friday bought the pad. The Street is pricing compute. https://t.co/TwWHiCrsBM
CPI is getting the credit for this week's Fed hike odds. Most of the move came before it. Week open: ~45% After Brent broke $100 + hot PPI: ~70% After CPI (core +0.3% vs 0.2%): ~87% Oil did the heavy lifting. CPI finished the job. Analysis via @EXNESS. https://t.co/YvZxwgdJo4
$BTC miners exhaust all 4.29 billion possible nonces in seconds. The field securing every block is too small for the network using it. 32-bit nonce, max 4,294,967,295 ~915 exahashes/sec in late Aug Retarget every 2,016 blocks So they redo the header. https://t.co/eJXscQ9lQs
