Curiosity is my edge •Content Strategist •Trader •NFA

Blockchain
TRINITY 😇 retweeted
Bro to bro: We don’t have rich dads. We weren’t born into wealth. But we’ve got the courage, the hunger, and nothing to lose. Now go build that dream 🥂
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I’ve been looking at SentinelOne’s latest numbers, and one thing stands out The interesting part of the $S story may no longer be just endpoint security. AI Security ARR grew roughly 3x YoY, while the company continues expanding into cloud, data and other areas beyond its traditional security business. Q2 FY2027 revenue came in around $292M, up 21% YoY, with ARR at roughly $1.218B, up 22%. Purple AI is pushing into agentic investigation and response, while Prompt Security is tackling newer risks around shadow AI, prompt injection, AI permissions and data exposure. And there’s another detail I find interesting Data, cloud and other non endpoint security products now represent more than half of ARR. So the bigger question for me is whether these newer businesses can become durable ARR drivers, rather than simply adding to the product portfolio. There are some encouraging signals. Net new ARR reached roughly $56M, a Q2 record, while RPO climbed to around $1.7B, up 45% YoY. Stronger RPO and larger deals could provide better visibility into future revenue, but I’d still want to see future ARR growth, retention and margins confirm that trend. From a trading perspective, $S has recently been around $23.8–$24.3, close to its 52-week high of roughly $24.26. That’s where execution becomes important Around earnings or major AI security news, price can move quickly. Spreads can widen, slippage can increase, and leverage can amplify a move in either direction. I’d rather focus on position sizing and execution than try to predict every short term move. This is also where Bitget rS fits into the setup. For eligible users, rS provides stock linked exposure in a USDT-based environment, giving traders another way to access the $S theme within a crypto native trading environment. Liquidity becomes particularly relevant when volatility picks up. Bitget’s stock/rToken liquidity runs deeper than you think and in a fast market, that matters because execution quality and slippage can have a meaningful impact on the actual trade. If you’re following $S you can check the live rS market pricing and product terms here: bitget.com/spot/RSUSDT The things I’ll be watching next: • Can AI Security maintain strong ARR growth? • Do RPO and larger enterprise deals translate into future revenue? • Can margins continue improving alongside growth? • How does the market respond as more evidence comes in? Q3 FY2027 earnings are currently expected around early December, with the exact date worth confirming through SentinelOne’s IR calendar. Not a buy/sell call Just an interesting setup to watch as AI continues changing the cybersecurity landscape. Review live pricing, liquidity, leverage requirements and product terms before trading Stock linked rToken products carry market, liquidity and leverage related risks. #Bitget #TradFiPerps @bitget @Bitget_TradFi
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BTC just had one of its strongest moves in months, briefly pushing above $87K before cooling off. But the interesting part of this move is that it hasn’t been isolated to Bitcoin. ETH has pushed back above $2.7K, XRP has been showing strong momentum, and SOL has also participated in the broader market move. The total crypto market cap is now back around the $3T mark, while BTC dominance remains elevated. A few things are worth watching from here: • BTC holding the $85K+ area after the breakout • ETH maintaining momentum above $2.7K • XRP and SOL continuing to outperform during risk-on sessions • Open interest and leverage after the recent short liquidations • ETF flows and whether institutional demand continues • Regulatory developments around tokenized assets and stablecoins • Whether liquidity starts rotating deeper into altcoins What makes this move interesting is the combination of macro, liquidity, ETF demand, short covering and the growing institutional adoption narrative. We’ve seen rallies before where BTC moves first and everything else follows later. The real question now is whether this develops into a broader market expansion or BTC simply takes a breather while the market resets. Either way, Q4 is starting to look very interesting 👀
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What story is the market telling with $GME after earnings? GameStop’s latest results suggest that its revenue mix is changing. Collectibles generated $356.3M in sales, up 57% year over year, and accounted for 45.1% of revenue. Operating income reached $160.2M, while Ryan Cohen purchased another 1M shares for roughly $20.4M. The important question is not whether one quarter changes everything. It is whether the shift toward collectibles can sustain revenue growth, margins, inventory discipline, and cash generation over time. That is where the valuation debate comes in. The cited analyst consensus target remains materially below the current share price, highlighting the gap between traditional valuation models and the market’s current expectations. That gap is not a prediction by itself, it shows that investors and analysts may be using very different assumptions about the durability of the business shift. I would not treat the post-earnings move as a reason to chase. For a ticker like GME, the instrument matters as much as the thesis. If the goal is simply to hold stock-linked exposure, that is a different decision from trying to trade a volatile post-earnings move. I would check the live spread, order-book depth, and available liquidity before sizing either one. In a fast market, the price on the screen is not always the price you actually get. On Bitget, eligible users can review the available GME-linked products in the app: rToken for stock-linked exposure, or Stock Perps for more tactical long/short positioning. The important part is not using more leverage, it is choosing the structure that fits the timeframe and checking execution conditions before entering. Before sizing a GME position, check the live spread, available liquidity, order-book depth, and product terms on the relevant Bitget market. In fast post-earnings markets, execution can materially affect the outcome. Bitget App → Markets / TradFi → Search GME → Review available products and live market conditions Trading page of rGME:bitget.com/spot/RGMEUSDT Not financial advice. Tokenized stock products and Stock Perps involve market, liquidity, execution, funding, and leverage risks. Leverage your can amplify gains and losses, and liquidation is possible. Product availability and terms may vary. #Bitget #TradFiPerps @bitget @Bitget_TradFi
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The next 48 hours could be very important for crypto. Bitcoin is back around the $77K–$78K area after struggling to reclaim $80K, but the bigger story right now isn’t just the price. There are several major catalysts coming together at the same time. The U.S. Senate is expected to vote today on whether to advance the CLARITY Act, which could become one of the biggest steps toward clearer crypto market-structure rules in the U.S. At the same time, markets are preparing for the Federal Reserve’s decision tomorrow, with traders heavily pricing in another rate hike. Then there’s oil. Brent has pushed above $100 again as geopolitical tensions continue, while U.S. Treasury yields have moved above 5%. That combination matters for crypto. Higher oil can keep inflation elevated. Higher inflation can keep central banks hawkish. Higher yields can put pressure on risk assets. So even if crypto gets positive regulatory news from the CLARITY Act, macro liquidity could still determine how far that move actually goes. This is why I’m not looking at BTC in isolation right now. I’m watching: • BTC’s reaction around $77K–$80K • Treasury yields • Oil prices • The Fed’s guidance • The CLARITY Act vote • How ETH and major alts react to any BTC move • Whether volume confirms the move or it’s just short-term positioning There’s a lot of noise on CT whenever the market reaches a major decision point. But this is one of those moments where the bigger picture matters more than the loudest narrative. If BTC breaks $80K with real volume, the market could start looking very different. If it loses the current support area while yields continue rising, I wouldn’t be surprised to see more downside before the next meaningful move higher. Either way, I think the next 24–48 hours are worth paying close attention to. Trade the reaction, not the prediction.
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Happy weekend everyone It’s been a long week in crypto. Take some time this weekend to relax, enjoy yourself and recharge Next week, we go again🫡
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Tokenized equities have already answered one question Do people want 24/7 access to stocks onchain? The answer looks increasingly like yes Weekly spot volume is approaching $3B, yet only around $110M–$120M is currently deployed across DeFi. That gap is where things get interesting The first phase was bringing equities onchain. The next phase is making them productive. Think about holding tokenized $NVDA and being able to: → Use it as collateral → Borrow against it → Supply it to lending markets → Use it in liquidity strategies → Build new financial products around it But there’s a major hurdle A tokenized stock isn’t automatically the same as owning the underlying share. Who holds the shares? How does redemption work? What happens during corporate actions? What legal rights does the token actually provide? These questions become even more important when the asset moves from being traded to being used as collateral. DeFi will also need deep liquidity, reliable oracles and clear liquidation mechanisms before tokenized equities can become serious collateral markets. And the market is already becoming more multi-chain. @Uniswap on Ethereum, @PancakeSwap on @BNBCHAIN and @Raydium on @solana are all part of a broader shift toward distributing tokenized assets across different ecosystems. That’s why I’m watching infrastructure from @RobinhoodApp, @CantonNetwork, @Securitize and @The_DTCC. The interesting part isn’t simply putting more stocks onchain. It’s building the rails that allow those assets to move, settle, generate liquidity and eventually become useful across onchain finance. The first wave made stocks tradable 24/7 The next wave could make them productive And if that happens, tokenized equities stop being just a new way to access stocks They become building blocks for a new financial system That’s where I think the real opportunity is.
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Robinhood Chain is becoming much more interesting than “another L2.” The real story is what Robinhood is trying to build around it. In just a few months, the network has attracted serious onchain activity, with daily DEX volume recently reaching around $1.6B and millions in fees. But volume is only one part of the story The bigger bet is bringing traditional financial assets and onchain finance into the same ecosystem. Robinhood Chain is built using Arbitrum technology and designed for financial applications and tokenized real-world assets. And the ecosystem is already taking shape: @Uniswap → liquidity @Pleiades_xyz → trading & liquidity @chainlink → data infrastructure @AlchemyPlatform + @BitGo → infrastructure @Rialto_xyz + @Lighter_xyz + @1inch → trading & liquidity This matters because tokenization becomes far more powerful when assets can actually move through an onchain financial system. A tokenized asset alone isn’t revolutionary. But a tokenized asset that can trade 24/7, access decentralized liquidity, interact with lending markets and become composable with other applications? That’s a different proposition. This is where Robinhood’s Stock Tokens become especially interesting. Robinhood is bringing tokenized exposure to major stocks and ETFs into its ecosystem. These aren’t the same as owning the underlying shares, but they create an interesting bridge between traditional financial exposure and onchain infrastructure. And Robinhood’s DeFi expansion pushes that idea further. Its Robinhood Earn product uses @MorphoLabs infrastructure, with @SteakhouseFi, @Ethena_Labs, @sparkdotfi and @MapleFinance involved across the broader lending stack. So this is becoming more than a blockchain. It’s an emerging financial stack: Trading Liquidity Lending Tokenization Infrastructure And eventually, agentic finance. The biggest advantage Robinhood has is distribution. Millions of users already understand financial markets. Instead of trying to convince crypto users to enter TradFi, Robinhood can potentially take an existing financial audience and gradually move more activity onto blockchain rails. That’s a powerful strategy. There are risks, of course. The recent temporary halt in Robinhood Chain block production shows how critical reliability will be. Regulation around tokenized equities and ownership is another major variable. But that’s exactly why this is worth watching. The question isn’t: “Will Robinhood Chain become another big L2?” It’s: “How much of the financial stack can Robinhood bring onchain?” Because if this works, the opportunity extends far beyond Robinhood. Liquidity protocols, lending markets, infrastructure providers, developers, wallets and the wider Arbitrum ecosystem can all benefit. Robinhood may not just be building a chain. It may be assembling the rails for an onchain financial economy. The next wave of crypto adoption might not come from TradFi leaving. It could come from TradFi quietly moving onchain. Still early. But definitely worth watching. 👀
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I’ve watched @useapexnetwork grow over time, and one thing that genuinely stands out to me is the consistency. From interacting with the team to seeing how they show up for their users and community, you can actually feel the difference between a brand that’s just marketing and one that’s focused on building. Apex has evolved a lot, but the community first mindset has remained. Now, 6 years in, seeing everything they’ve built makes Apex@6 feel special. Not just another anniversary. It’s a reflection of how far they’ve come and where they’re heading next. 👀🔥 👉: app.apexnetwork.co/create-ac… Apex no small. 🫡
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Singapore is calling 🇸🇬👀 Only 3 days until #TOKEN2049, and WEEX is coming in strong as a Platinum Sponsor this Oct 7–8. The booth is ready The bags are packed And there’s something new waiting to be unveiled. 🔥 If you’re heading to TOKEN2049, don’t just pass by come find the WEEX booth and see what’s coming. I’ll see you there 🤝 Join me on WEEX 👇 weex.com/register?vipCode=5o… #WEEX #TOKEN2049
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$CHUMP is one I’ve been keeping an eye on. The community is active, the dev is still locked in, and the holders seem to have serious conviction. 💎 If the momentum keeps building, I wouldn’t be surprised to see this make a run toward the 100M mark. You’ve probably been looking for the contract 👀 CA: 0x0e0d2c89a5a019fe1cf762e5e33187631dacc2
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Earnings season always brings the same question: “Which AI stock should I go all in on?” With $AVGO and a wave of AI names reporting this week, it is easy to focus on finding the one ticker that will outperform. But being right about the AI narrative and being right about the specific company are two different calls. A single earnings miss, weaker guidance, margin pressure, or unexpected headline can hit one stock hard, even when the broader AI theme remains intact. That is company-specific risk. A thematic basket may reduce dependence on one earnings print or one management team. It does not eliminate sector risk, correlation risk, valuation risk, or event volatility. Buffett’s 10-year bet is a reminder that consistently selecting winners is difficult, especially after fees and over long periods. It does not mean individual stocks or thematic baskets will always outperform. It simply reinforces the value of managing concentration risk. If your conviction is in AI, storage, optics, or another market theme, @bitget Follow-Invest offers a way to explore a basket of core names rather than placing the entire thesis on one ticker. Review the live holdings, allocation, available instruments, pricing, market depth, and product terms in-app before investing. Following Broadcom’s latest earnings report, Bitget’s rAVGO spot market showed approximately 1.5x the measured liquidity of Binance under the relevant comparison methodology. Liquidity can change quickly, so check live order-book conditions before trading. Open Bitget App → TradFi / Stocks → Follow-Invest → Choose a theme → Review holdings → Invest Now @Bitget_TradFi #Bitget #TradFiPerps ⚠️ Thematic baskets can remain concentrated and may decline with the broader sector. Earnings events can cause sharp price moves, and liquidity conditions may change. This content is for informational purposes only and is not financial advice.
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Most people don’t realize how much the rate can change between platforms. You see a price you like, hit swap, and move on. But what if another platform gives you a better execution? That’s why I’ve been checking @UseApexNetwork when I’m buying, selling, or swapping. 200+ crypto assets. Fast execution. 24/7 access. No need to overcomplicate it. Before your next trade, check the quote on Apex against what you normally use. If the numbers make sense, you already know what to do. 👀 Apex no small. Trade here 👉 app.apexnetwork.co/create-ac… #ApexNetwork #Crypto
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ECS (ECS) now available on WEEX ECS is committed to building a multi-dimensional closed-loop innovative deflationary system and establishing a decentralized hierarchical value-sharing ecosystem. With on-chain smart contracts as the underlying support, it realizes the endogenous accumulation of asset value and the inclusive win-win of community rights. It is a multi-dimensional deflationary mechanism, a standardized computing power system, a tiered community incentive, a global exchange matrix, and full-link smart contract control. These five systems form a sustainable distributed computing power value ecosystem, jointly building a new Web3.0 computing power ecosystem and achieving a win-win situation for ecosystem participants, the community, and the platform. Join WEEX and share 20,000 USDT in airdrop rewards! 🎁 New User Benefits • Deposit ≥ 100 USDT → Get 5 USDT • Complete your first ECS/USDT, CAKE/USDT or SNDK/USDT spot trade → Get 5 USDT • Enjoy 0-fee trading and unlock more rewards! ⏰ Sep 1, 19:00 – Sep 8, 19:00 (UTC+8) ⚠️ New users must complete the deposit task before trading the designated tokens to qualify for rewards. 👉 Join now: weex.com/events/promo/ecs-1 🗣 Friend can join: weex.com/register?vipCode=5o…
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Crypto is slowly becoming more than a market. For years, the industry was largely defined by: Buy , Sell , Trade , Repeat. Trading remains a core part of crypto. It creates liquidity, enables price discovery, attracts capital, and gives users a direct way to interact with digital assets. But the infrastructure around it is expanding. Three developments stand out: 1.Onchain markets 2.Stablecoin payments 3. AI agents 4.ONCHAIN MARKETS Trading used to be mostly about charts, price, and volume. Onchain markets add another layer. You can see where capital is moving, which wallets are accumulating, which protocols are gaining traction, and which narratives are starting to form. The blockchain isn’t just where transactions settle. It can also become a real-time source of market intelligence. Wallet tracking, social feeds, analytics, and copy trading can turn trading platforms into financial discovery networks. The goal isn’t just telling users what to buy. It’s giving them better information to make better decisions. 2.STABLECOINS Trading may be a major crypto use case, but stablecoins could have an even bigger impact outside the markets. The internet is global. Money isn’t. Stablecoins allow value to move globally, 24/7, and increasingly through programmable applications. Creators can receive payments. Freelancers can get paid internationally. Businesses can settle transactions faster. Users can send money across borders. The bigger idea: Stablecoins can make money behave more like the internet fast, global, and programmable. 3. AI AGENTS AI can analyze information. The next step is allowing it to act. An AI agent could monitor markets, analyze onchain activity, manage a portfolio, execute predefined trades, or make payments. Users could set the objective and the limits. Crypto provides programmable ownership and transactions. AI provides intelligence and automation. Together, they could create a new generation of financial applications. Trading will be a major part of this, but AI agents could also interact with payments, DeFi, tokenized assets, prediction markets, and gaming. THE BIGGER PICTURE Crypto’s future isn’t just about trading. Trading creates liquidity. Stablecoins create internet-native money. AI brings automation. Onchain identity can create portable reputation. Tokenization can bring real-world assets onchain. Social platforms can connect the entire ecosystem. The first phase was creating digital assets. The next was building markets around them. The next could be connecting those markets to everyday digital life. Trading will remain at the center But the ecosystem around it is getting much bigger. The biggest opportunity may not be one category winning. It may be whoever connects them all.
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