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kelly /Crypto & RWA

Following0Followers (X)5.06KPosts132Likes144
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Apple's earnings all exceeded expectations, yet the stock fell 4% after hours. New CEO John Ternus: "This was our best fiscal year ever." Revenue: $114.5 billion EPS: $2.10 iPhone sales: $57.58 billion, a record for the September quarter Services: $31.57 billion, also a new high — All metrics beat expectations, yet the stock still dropped The main reason: guidance for next quarter Gross margin guidance: 45–46% (below expectations) Services growth guidance: 8–9% (below expectations) This quarter’s gross margin of 47.9% included approximately 1 percentage point from tariff refunds; the true margin was 46.5% after adjustment. On earnings night, it’s not about how good the results are—it’s about how much they exceed expectations. Apple didn’t disappoint users or the market—the market’s expectations were simply too high!!! $AAPL

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Bhutan is a remarkable country. It once held a substantial reserve of Bitcoin, accumulated through its low-cost hydropower mining. At its peak, this reserve was worth over $1 billion—equivalent to a significant portion of the country’s GDP. However, according to on-chain data and tracking platforms, Bhutan’s known national Bitcoin holdings have dramatically decreased—from a peak of approximately 13,000 BTC in October 2024 to the current tracked amount of about 500–518 BTC, a decline of over 95%. This will be regarded as a historic mistake!!! #Bitcoin

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18 years ago, a 9-page paper was born amid the financial crisis. The person who wrote it vanished 15 years ago. And now, it’s turning 18. 2009: The network went live; the first transaction went to Hal Finney. 2010: 10,000 coins exchanged for two pizzas. 2011: Price hit $1 for the first time; same year, Satoshi Nakamoto disappeared. 2012: First halving. 2013: Broke $1,000 for the first time. 2016: Second halving. 2017: Surpassed $10,000; CME launched Bitcoin futures. 2020: Third halving; Strategy began major purchases. 2021: Tesla invested $1.5 billion; El Salvador adopted it as legal tender; market cap surpassed $1 trillion for the first time. 2024: Spot ETFs launched; fourth halving; price reached $100,000. 2025: The U.S. established a strategic Bitcoin reserve; price hit a new high of $126,198. March 2026: The 20 millionth Bitcoin was mined; fewer than 1 million remain of the 21 million total supply. The founder has been absent for 15 years, yet the system has never stopped. This is what Bitcoin looks like at 18. $BTC

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The U.S. midterm elections begin next Tuesday, November 3~ Some netizens say that historically, bull markets tend to follow midterm elections. Past performance doesn’t guarantee future results—markets can always break established patterns. What do you think?

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X has not released official regional data. Multiple cross-estimated sources (language distribution, ad reach, community observations) suggest a commonly cited figure of approximately 8 million active Chinese-language users. Estimated blue-checked users in Simplified Chinese: 10,000 to 40,000, consistent with the global Premium user base of ~4.4 million and the relatively low proportion of Chinese users. Creator earnings (currently Original Content Rewards) are limited due to low CPMs in Chinese, high eligibility thresholds, and restricted payment access in mainland China; very few truly cover the costs for blue-checked users, making the community estimate of fewer than 500 reasonable. The direction is accurate, but not an official or precise figure.

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Grok under X now supports UnionPay and Alipay payments, and offers a first-month half-price subscription. Users in mainland China, Hong Kong, Macau, and Taiwan can use it normally. https://t.co/eahGWLoG2x

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As an investor, do you know why the company is performing well, yet its stock price keeps falling? Amazon Web Services grew 39%—the fastest pace in nearly five years—and posted its highest operating margin ever... but free cash flow over the past 12 months turned from a positive $14.8 billion a year ago to a negative $42.4 billion. And it hints that capital expenditures will rise again next year... What’s alarming: Amazon is borrowing more and more to cover the gap. Long-term debt surged from $66 billion to $173 billion in just nine months. The market is now asking just one question: When will the money burned start to pay off?? $AMZN

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You can talk to AI as if it were a brilliant person— it’s wiser than almost anyone you’ve ever met. Don’t worry that it won’t understand— AI understands you better than you think.