米奇

🪿 @GooseCityDAO |前Evergreen 跑船人｜AI mode

[米奇 @SPCXBTC]

$SPCX

x5.

2031.

[米奇 @SPCXBTC]

$1,199 iPhone 18 Pro — Apple cut parts orders by at least 15%.

Nikkei: Oct Pro/Pro Max orders trimmed on soft demand after memory-driven price hikes. Pro is $100 above last year.

IDC: 2026 shipments −16.7%, average prices +27.6%.

Is AI memory pricing phones out of reach?

[Jukan ✈️OCP 2026 @jukan05]

[EXCLUSIVE] 80% OF SAMSUNG ELECTRONICS’ SUPPLY VOLUME FOR NEXT YEAR IS COVERED BY LONG-TERM CONTRACTS

According to Korean media reports, Samsung Electronics has already secured long-term agreements (LTAs) covering 75–80% of its memory supply volume for next year, including high-bandwidth memory (HBM). It has reportedly finalized most of its contracts with major tech companies, including NVIDIA, Google, and Microsoft. SK hynix and U.S.-based Micron are also moving quickly to lock in volumes, signing a series of large-scale long-term contracts with key customers.

Samsung Electro-Mechanics is also reportedly close to signing an LTA worth KRW 700 billion to supply multilayer ceramic capacitors (MLCCs) to Delta Electronics, a Taiwanese power electronics company.

https://t.co/KGS2lEBtA1

[米奇 @SPCXBTC]

單季營業利益約800億美元，股價照樣跌2.4%。
三星電子Q3：營業利益約107.4兆韓元，年增約783%；營收約195兆韓元。
10/8收262,000韓元，跌2.42%。
這是在慶祝，還是在賣「高峰」？

[Michael Saylor @saylor]

@elonmusk ₿ullish

[Elon Musk @elonmusk]

This will sound super crazy, but I see a path to SpaceX being worth orders of magnitude more than the current Earth economy

[米奇 @SPCXBTC]

昨晚砸 AI 股的��不是泡沫。
是金融時報一句話：OpenAI 給投資人的年化營收是 500 億，不是市場傳的 700 億美元。

甲骨文 −5.5%，道瓊卻收紅。
幣圈順便爆倉 11.2 億美元，9 成是多單。

恐懼貪婪指數還在 64，市場根本還沒開始怕。
這是泡沫破了，還是只是重新算帳？

[米奇 @SPCXBTC]

T-Mobile 兩個月前賣掉的 800MHz，今天凌晨整包轉給 SpaceX。
消息一出，AT&T、Verizon、T-Mobile 盤後一度跌 7%～8%。
上週三大電信才合組衛星連���合資，Starlink 不在裡面。
這週 FCC 剛批 1.5 萬顆直連手機衛星，又補上能穿牆的低頻。
你會為了手機沒死角，換成衛星門號嗎？

[米奇 @SPCXBTC]

7/ The biggest real risk this week? Phishing "migration tools."

Don't rush. Test small. Never share a seed phrase.

So: start migrating calmly, or overblown? 👇

@drakefjustin @VitalikButerin @cz_binance

Not financial advice.
#Bitcoin #Ethereum #CryptoSecurity

[米奇 @SPCXBTC]

1/ One of Ethereum's top researchers just asked crypto to plan a "controlled mass migration" of coins.

The threat isn't quantum. It's AI-accelerated math.

6.0M–6.9M BTC (30–34% of supply) already sits on visible public keys.

Plain-English breakdown 🧵

[米奇 @SPCXBTC]

6/ What would turn "debate" into "emergency"?

• Project Eleven's weekly number
• Exchange safe share (~45%)
• Any Lean-verified ECDLP result (Lean = software that machine-checks proofs)
• BIP-360
• Ethereum's hash-based roadmap
• Satoshi-coin movements

[米奇 @SPCXBTC]

10.11 一週年倒數 3 天。

一年前：BTC 12.2 萬，一夜爆倉 190 億美元。

今天：BTC 8.3 萬，美債10年期 5.35%（2002年來最高），24h 又爆 7.1 億美元。

槓桿沒殺死市場，殺死的是用槓桿的人。
國慶連假，你倉位開幾倍？👇

#比特幣 #BTC

[Elon Musk @elonmusk]

@herbertong @thejefflutz No, we will build and run the fab. Let there be ZERO doubt about that.

Maybe TSMC subleases part of the Terafab if they want, but nothing more than that.

[Vivi👑🦛🍀 @vivivi_mei]

最近發現這個Threads好紅喔
一直出現

[Vivi👑🦛🍀 @vivivi_mei]

Yeah we are still early.

[Jukan ✈️OCP 2026 @jukan05]

WTF. SPCX is developing its own optical fiber too?

[Jukan ✈️OCP 2026 @jukan05]

Elon: Terafab and TSMC are indeed in talks.

Don’t underestimate @tculpan.