The ROI Guillotine: What Meta's $34.9 Billion Capex Quarter Reveals About AI, Capital, and the On-Chain Compute Trade
Meta reported third-quarter revenue growth of 26%. It also reported capital...
Improves data availability sampling efficiency
Block reward halving event
Independent validator client goes live on mainnet
92 million ARB released
Raises validator limit and account abstraction
Circulating supply increases by about 2%
Team and early investor shares released
Block reward reduced to 3.125 BTC
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$77,296.2 |
| 1 |
Ethereum
ETH
|
$2,245.6 |
| 1 |
Solana
SOL
|
$96.28 |
| 1 |
BNB Chain
BNB
|
$704.28 |
| 1 |
XRP Ledger
XRP
|
$1.26 |
| 1 |
Dogecoin
DOGE
|
$0.0760 |
| 1 |
Cardano
ADA
|
$0.1953 |
| 1 |
Avalanche
AVAX
|
$8.56 |
| 1 |
Polkadot
DOT
|
$0.9779 |
| 1 |
Chainlink
LINK
|
$11.44 |
meta related articles
Meta reported third-quarter revenue growth of 26%. It also reported capital...
Everyone says the platform can't prove it didn't rig an election. They're...
Crypto Briefing published a summary of a Meta research paper describing AI...
The most consequential figure in Meta's latest open-weight release was not 81...
The brief landed with the tidiness of a sell-side note: two AI giants, two...
Over the past 30 days, the most consequential number in AI was not a benchmar...
The most important detail in last week's Muse security report was not the...
Amazon didn’t ban a chatbot. It banned a payment rail wearing a chatbot’s...
There is a number buried in this week's news cycle that deserves more attenti...
Over a seventy-two-hour window in mid-September, a basket of tokens —...
The press release says "major performance boost." The cryptographic evidence, ho
The $37 billion question isn't whether Meta's AI infrastructure can scale. It...
What if the largest financial penalty in the history of social media wasn't a...
Liquidity doesn't hide in order books. It hides in attention spans. And right...
I have spent the last decade tracing the code back to the conscience behind i...
ICE banned Meta smart glasses for its staff. That single internal memo is a...
Check the docket. Meta's trial on social media addiction and child privacy...
A paper from Meta's FAIR lab quietly dropped last week, and it is the kind of...
Hook Most people are watching Meta’s Llama 4 benchmarks. I’m watching the Ohi...
The ledger does not lie, but the narrative does. On Polymarket – the only...
Hook Meta will hold 350,000 H100-equivalent GPUs by 2024 year-end. OpenAI, pe...
The market did not crash; it sighed. In the quiet hours before Meta’s...
Fear
Market Sentiment