ArkhamQuant

chaotic expression

[ArkhamQuant @arkhamquantdev]

@trippan0 @papertrade_xyz got it, thanks!

[ArkhamQuant @arkhamquantdev]

@leekuan075 @arcus_xyz @variational_io No you make money when the spread decreases, but if the spread remains the same you are just bleeding funding

[ArkhamQuant @arkhamquantdev]

Nice try but they may never converge. They track the same underlying asset silver but the absolute prices will not be the same: XAG tracks one full Troy ounce of physical silver, one share of SLV currently represent ~90% of a Troy ounce due to decay from management fees so you can see there is ~10% prices difference

[ArkhamQuant @arkhamquantdev]

@ansarcrypto @arcus_xyz applied the code, can you DM me the code? Thanks!

[ArkhamQuant @arkhamquantdev]

🧵 为什么我认为 $TOLLY / $ARGUS LP 是目前 Arc 链上赔率最高、确定性最强的交易？

1/ 早期公链的财富密码往往遵循一个定律：基建先行，发射台造富。新链启动期，所有想要跑出来的项目都必须依赖 Launchpad 分发。只要 Arc 链生态起飞，发射台就是最先捕获链上 TVL 和热度现金流的超级管道。
2/ 目前 Arc 链的 Launchpad 赛道呈现双雄并立的格局： • $TOLLY：社区共识强，打法极具穿透力 • $ARGUS：机制成熟，资源背景雄厚 在极早期，这两者注定会走出一个真正的“百倍级”生态门面项目。

3/ 多数散户在纠结“买哪一个”，而成熟 Degen 已经在做垄断赛道的 LP。把 $TOLLY / $ARGUS 组对提供流动性意味着： ✅ 避免单边踏空的焦虑，100% 押注在 Arc 链的核心发行层资产上 ✅ 捕获两大龙头博弈期天量的双向换手率 🚨 最关键的是：目前该池子的实时 APR 已经飙升至 1,182.66%！ 这种早期的超额头矿红利，懂的都懂。
4/ 想要上车享受早期头矿红利的朋友，池子已经部署完毕。一边拿 1000%+ 的 APR 赚手续费，一边等龙头决出胜负：
👇 Uniswap LP 直达入口： https://t.co/B7TAXRNjxZ

[ArkhamQuant @arkhamquantdev]

🚨 美光 ($MU) 2026财年 Q3 财报重磅出炉：AI 信仰兑现，业绩彻底炸裂！ 🚀

HBM (高带宽内存) 需求爆表，美光刚刚交出了史上最狂暴的一份成绩单！完全就是半导体界的印钞机！

Q3 核心财报数据：
🔹 总营收: 414.6 亿美元（同比暴增 345%，远超华尔街预期的 350 亿！）
🔹 Non-GAAP 每股收益 (EPS): $25.11（狂碾分析师预期的 $20.98）
🔹 Non-GAAP 毛利率: 直接飙升至惊人的 84.9% 🤯
🔹 营运现金流: 253.9 亿美元
Q4 逆天指引与业务亮点：
🔥 Q4 营收预期: 剑指 500 亿美元大关 ($50.0B ± $1.0B)！
🔥 产能彻底卖空: 2026 全年的 HBM 产能已 100% 售罄，并且全部锁定为固定价格合同！
🔥 CEO 寄语: AI 时代的存储需求远超供给，新签订的“多年期战略客户协议”将锁死公司未来几年的超强盈利能力。

[ArkhamQuant @arkhamquantdev]

“Deal has been made.”

特朗普刚宣布美国与伊朗达成协议。

但与此同时：

🚢 商船遇袭
💥 RPG 开火
⚠️ 海事警报再次拉响

中东从来不是“战争”到“和平”的开关。

真正的问题是：

市场是不是太早相信和平已经来了？

[UKMTO Operations Centre @UK_MTO]

UKMTO WARNING 070-26 - ATTACK

Click here to view the full warning.⤵️
https://t.co/7SRG8VY6U7

#MaritimeSecurity #MarSec

[ArkhamQuant @arkhamquantdev]

Nasdaq-100 这次季度调整很有意思。

新增的 5 家公司：

$ALAB
$CRWV
$NBIS
$RKLB
$TER

将于 6 月 22 日正式进入 $QQQ。Nasdaq-100 相关产品管理规模已超过 $800B，被动资金开始重新定义赢家。预计指数资金流入：

• $CRWV：约 $3–4B
• $ALAB：约 $3B
• $TER：约 $3B
• $RKLB：约 $2–3B
• $NBIS：约 $2B

如果说过去十年是云计算时代，那么未来十年可能是 AI 基础设施时代。

GPU 只是开始：

计算：$NVDA
网络：$ANET
连接：$ALAB
AI 云：$CRWV / $NBIS
太空基础设施：$RKLB

QQQ 正在变成一个 AI 基础设施指数。

[ArkhamQuant @arkhamquantdev]

简单总结 $BRUN 首份Q1财报的三个亮点：1）营收爆发，Q1实际收入1096万，同比涨165%，算力投入开始变现；2）客户越来越硬，Fireworks AI和竞对NBIS都在租，实力背书；3）签下Thinking Machines Lab价值4.71亿的三年照付不议大单（包圆5000张B300），不是忽悠人的pipeline。

算估值：就算1100万股稀释全算上，对着年底4亿ARR，EV/ARR约7.3倍。对比 $CRWV 7.5倍，40刀有强支撑。

现在纯拼执行力。Q1营收起量慢，今年要砸11-12亿CapEx建算力池，杠杆拉满。不听故事，死盯机柜上电节奏。算力按时变ARR，这车就能上

[ArkhamQuant @arkhamquantdev]

Just added some $OUST at $45. Everyone is staring at the robotaxi mirage, while the real tide of physical AI is quietly reshaping the industrial world today.Even Jensen sees the shift. On the latest $NVDA earnings, he called out physical AI as a $9B+ business for them, launching the new Cosmos 3 model because the "big bang of physical AI is just around the corner." But you can't have physical AI without eyes to read the real world—and that's exactly the infrastructure Ouster is building.

Here is why I'm riding this wave:
1) Real momentum: 13 straight quarters of product growth. Cash flow is coming from defense, ports, and smart cities right now, not a hypothetical EV future.

2) The complete package: With the Stereolabs acquisition and the new Rev8 OS, it's no longer just a hardware sensor—it's a full perception engine.

3) A steady ship: ~$175M in liquidity and basically zero debt to navigate whatever the market brings.The future isn't just computed in the cloud; it's automated on the ground. The quietest builders always cast the longest shadows

The future isn't just computed in the cloud; it's automated on the ground. The quietest builders always cast the longest shadows

[ArkhamQuant @arkhamquantdev]

@Glitch_Trades @grok is it true?

[ArkhamQuant @arkhamquantdev]

I sold all my $SIVE holding after watching the earning transcript.

1/ The "opportunity revenue pipeline" is NOT projected revenue. It's an unweighted lead indicator of early-stage deals. It's very misleading to put "revenue pipeline grow by 77%" in @serenity's post. 🧵👇

2/ None of that $800M pipeline is guaranteed cash. The photonics revenue gap vs. hype is glaring. Despite all the PR buzz around collaborations with Jabil and Ayar Labs, actual Photonics revenue dropped 32% YoY.

3/ Management is keeping actual DFB laser production numbers completely in the dark. Will the stock tank? Maybe, maybe not. But I’m stepping off the ride while the music is still playing. I’d rather trade the reality than hold the ghost. ✌️ $SIVE

[Serenity @aleabitoreddit]

Had some more time go through $SIVE earnings transcript, it’s very bullish:

- $JBL pluggable partnership led to more optical transceiver requests for $SIVE

So maybe Innolight/Eoptolink and other large players are my guess.

- More laser capacity on top of Win Semi with more partners being developed. “When the timing is right, we will bring those details to the market.”

CEO said it’s not just Win/Glasgow. I’m already confident in Win Semi scaling capacity, given they’re critical in SpaceX / $AVGO supply chains already.

But this derisks those capacity ramp even more. Just not publicly disclosed yet.

- tremendous executive credibility and experience with U.S. markets, as well as strong M&A experience

Flagged M&A in regards to new board members, which we guessed based on their backgrounds.

- “Production orders are imminent from our lead SATCOM”…

So that’s volume ramp for space

- U.S dual listing progressing smoothly

No exact timeline, my personal guess was around late Q3 or Q4. Probably after June board meeting, they’ll announce timing since that’s when new board members come in.

- “Viewing the ecosystem vendors as competitors is the wrong way to go about it in supercycles where demand far outstrips supply.”

Too much demand in photonics

- “Over the last five months, there's been a rapid increase in the Photonics pipeline as well”

Basically 77% growth pipeline came from photonics (which validated thesis about cpo/pluggable growth vectors for sivers)

TLDR:

We moved from “can sivers get customers this small and can they compete with $LITE?”

To execution eg. “how much can sivers even produce to feed into each supercycle” as they’re volume ramping while demand > supply.”

To me that’s very positive if anything they make gets bought.

Also there’s likely to be a lot of TAM expansion in the photonics space post-M&A as well as more ongoing hyperscaler supplier qualifications hinted.

Again, revenue pipeline surged 77% in just their quarter (5m) largely from photonics… over the entire company’s history.

As CPO scales up h2 2027 onwards, I’m expecting the revenue numbers to look like an exponential curve.

[ArkhamQuant @arkhamquantdev]

@aleabitoreddit It’s pretty absurd to claim the “opportunity pipeline” growth as the “revenue growth” for SIVE

[pieverse @pieverse_io]

🚀 Phase 4 of the Pieverse x @BinanceWallet Booster Campaign is LIVE!

The final phase begins and the future of timestamped, verifiable payments continues.

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🗓️ Phase 4 begins today, October 28 at 9AM UTC.

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✅ Complete all tasks in each phase to qualify for the reward pool.
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🤖 No bots, no cheating. Only verified human actions count.

This phase brings the Timestamping Alliance into action—complete invoice and receipt tasks using partner tokens and experience how verified payments power the Web3 economy.

And as we wrap the campaign, stay tuned for what’s next: x402b, bringing gasless, auditable payments to the BNB ecosystem, powered by Pieverse Timestamping.

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The final phase begins now. Let’s timestamp the future. ⏰😺

[pieverse @pieverse_io]

Thanks for the shoutout, @BNBCHAIN! 💪

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x402b isn’t just built for human-to-human payments. It’s also designed for the next generation of autonomous AI agents, allowing them to pay for APIs, services, and data streams while maintaining a full, transparent audit trail. Dive deeper into AI agentic payments: https://t.co/3L7kcKmeE6

[Ash Crypto @AshCrypto]

Uptober turned into Fucktober.

But I’m not giving up on altseason yet.

- I’m frustrated just like you guys.

- I’m also tired of this price manipulation we are seeing in crypto.

- My alts on spot are down -70%, so
all in down bad sounds about right.

But guess what ? I have seen -95% drawdowns and still managed to bounce from it because when the market pumps, it pumps fucking hard.

This manipulation in the market is not new. I have seen the same playbook 100s of times since 2015. Cartels shake out everyone and then send everything higher. You can see this clearly in charts from 2017 and 2021 altseason.

Long story short, we are heading into November and December with:

Leverage wiped out
Panic sellers shaken out
Us China trade deal
Fed cut rates and one more cut in Dec
QT ending and QE starting in Dec
US stocks all-time high
Gold topped

So all the factors are indicating that liquidity is about to flow into risk assets like Bitcoin and crypto.

Tops don’t form in Extreme fear we are seeing today, tops form in extreme greed and euphoria which we have not seen in crypto yet.

So I’m still holding everything I have and I will wait until end of Dec 2025.

Im all in, I’m giga bullish on Q4.
Fuck all the Fud, I’m trusting the data

Like and share this by reposting. We are gonna make it, fck all the bears. Fck all the fud. We won’t let anyone shake us out.

[ArkhamQuant @arkhamquantdev]

The ford occupies two charging spots due to the charging port is in the front, please fix this! @elonmusk

[ArkhamQuant @arkhamquantdev]

@RexSolanaa 5wYP3hwmvkqW4LF4LyXMisb2qoxokK3mWmCR4rweXacF