๐พ Google eats GPUs faster than Chrome eats RAM
2026 capex guidance: $195โ205B
Cloud last quarter: $24.8B (up 82% YoY)
Last quarter, a capex raise sent the stock down 7.1% the next day. This time, watch whether cloud growth can keep up with that appetite. Results at Oct 28
๐ HOOD earnings are out
Revenue: $1.42B (est. $1.44B)
EPS: $0.51 (est. $0.56)
After hours: โ4.07%
Prediction market revenue: $173M (last quarter $156M). Crypto revenue: $120M, down 55% YoY. The stock closed red the day after each of the previous 6 reports, and this time it's
๐ฅ ๐ฎ FOMC face-off: hold or surprise hike?
Markets put hike odds below 20%, but a hold does not mean a quiet market.
Vote now: A hold, B surprise hike.
BTC https://t.co/j1cDUsS5ju
โ ๏ธ Market information only, not investment advice.
Results at Oct 21 20:05 UTC. I'll be back with the answer after the release, and whoever votes wrong buys the coffee โ Long or short, there's a chance either way, so get your position ready first. You can trade TSLA on BingX ๐ https://t.co/i7Oyq05Ybq
๐ฆ Tesla earnings: the Roadster can fly, but can gross margin clear the bar?
The traffic cop is already waiting. Q2 gross margin was only 16.8%, and this quarter the market wants 17.9%. Miss this light, and a flying car won't help.
New custody schemes are often demonstrated the same way. A key is generated, a transfer is signed, the properties hold. The demonstration is real. It is also evidence about a system that started empty.
The harder case is a live system that did not. It is already holding funds under signatures produced by the scheme being replaced.
Migrating one can take time. In a staged migration, some balances may already sit under the new arrangement while others remain under the old one. Both control paths may be live.
Neither scheme's analysis necessarily covers that state.
The old scheme's security argument covers the configuration being taken apart. The new one's covers a configuration that is not yet complete. Unless the transition is specified as a procedure in its own right, it can fall outside both arguments โ and what stands between an attacker and the funds still under migration is that procedure: the order of operations, the access controls wrapped around it, and how much of it was rehearsed under production-like conditions.
That procedure can be given cryptographic structure โ key handover can be defined and verified as a protocol step. Where it is not, it falls to operational work, performed under schedule pressure, on a live system where pausing carries consequences for other people's money.
This is not an argument against migrating. Custody schemes have to be replaced, and the reasons are usually good ones. It is an argument about which part of the plan gets the scrutiny. The new scheme may receive pages of analysis. The transition may receive a schedule.
CRVA does not remove this problem and we are not going to claim it does. Where authority rests on a standing set โ of keys, of signers, of machines โ any change to that set has to be carried out somehow, and the question is whether that interval is specified and verified or simply scheduled. CRVA's answer is not to avoid that interval. The Agents holding key shares are reselected at random on a fixed cycle, and passing the shares from the outgoing set to the incoming one is a defined step in the protocol rather than a one-off project. Under threshold MPC a valid signature requires enough participants to contribute, so no single participant can produce one alone. What that buys is a transition exercised constantly instead of rarely. What it costs is that the interval is never far away โ which is a reason to scrutinise the procedure, not to assume it away.
Each scheme was analysed as a destination. The migration is the part that is neither.
#DeepSafe #CRVA #Web3Security
Weekend puzzle.
Every dashboard is green. No alerts. No incidents all week.
That could mean:
Everything passed.
Nothing was checked.
Nothing worth checking happened.
Which one does a green dashboard rule out?
๐The DeepSafe Community Quest starts today โ a month to explore, create and contribute alongside the community, with 2,000 USDC in rewards.
Whether you have been following DeepSafe for a while or are just joining us, there are plenty of ways to take part.
Complete the mandatory checklist to unlock eligibility, then earn more points by engaging with official posts, sharing your own perspective, creating original content, joining the conversation in Discord and inviting friends.
๐ 2,000 USDC reward pool
๐ September 9 โ October 9
๐ More points, a larger share of the pool
Bring your ideas. Make something original.
Start the Quest: https://t.co/7uVaopAafP
#DeepSafe #CRVA