usdt

USDC

steth

doge

wbtc

wbeth

HYPE

link

USDE

usds

hbar

avax

shib

WLFI

JITOSOL

aave

USD1

pyusd

pepe

near

ondo

xaut

USDtb

ASTER

RETH

PUMP

TRUMP

algo

BFUSD

atom

paxg

LBTC

PENGU

RENDER

nexo

bonk

fdusd

MORPHO

USDG

METH

RLUSD

aero

virtual

cake

msol

MAG7

SoSoScholar

SocialFi

Decentralized Finance (DeFi) Set to Unseat Traditional Finance (TradFi) with $2 Trillion in Tokenized Assets by 2028: Standard Chartered (In-Depth Analysis by the Director of the World's Largest Central Bank)

渣打银行预测，到 2028 年，去中心化金融 (DeFi) 将以 2 万亿美元的代币化资产取代传统金融 (TradFi)：[世界最大央行行长的深度分析]

That's on top of buying 12 MILLION metric tons of soybeans this season, then 25 MILLION tons per year for 3 years.

- China is curbing fentanyl trafficking
- Trump reducing tariffs to 47% from 57%

This is a WIN! 🇺🇸🇺🇸

Daily Roast

🚨 BREAKING: President Trump just scored a massive victory in his meeting with Chinese President Xi - China is going to buy USA OIL and GAS from ALASKA!

除此之外，本季度还购买了 1200.00 万公吨大豆，然后在 3 年内每年购买 2500.00 万吨。

- 中国正在遏制芬太尼贩运
- Trump 将关税从 57.00% 降低至 47.00%

这是一个胜利！🇺🇸🇺🇸

🚨 突发新闻：川普总统在与中国国家主席习近平的会晤中取得重大胜利——中国将从阿拉斯加购买美国石油和天然气！

USDT

BTC is old

ETH is expensive

SOL is full of jeets

BNB is slow

Aptos  just sucks

Cardano  is dead

What's the solution?
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The Crypto Dilemma 😅

加密货币困境😅

It definitely has some solid speculative value, and the fact that bitcoin is making less total coins per day also dips into its scarcity making it more valuable. 

i think the decentralized nature of their networks make them easier to flip if necessary, because i remember that back in 2020 they got this crazy idea where every transaction had a small fee under eip1559 which never got adopted. or something like half or so.

they even did a "hard fork" and made it cheaper to send transactions with no tx fee, but still require gas. which means even with an influx of new users using metamask on mobile apps for managing trust lines & cryptocurrency wallets metaprismax x metawars ii as they grow people can still trade without worrying about hefty gas fees hydrogen to strontium-83 fission products<br><br>what do you guys think? it seems it's not really an option if binance loses 95% value over time due to inflation killing off profitability - while etherium holds strong at above $1500 usd through our current situation worldwide (where inflation was reported lower than expected). does anyone see anything similar between other cryptocurrencies being traded on centralized exchanges like coinbase luno kraken etc…still using fiat stablecoins backed by physical assets such precious metals diamonds oil bonds gold silver palladium platinum etc…? what would happen?

let us know below! 🔥👏🏼👨‍🦲👍🏻☮️❤️🌎🏆


Do you think Binance will help in Ethereum flipping Bitcoin?

你认为 币安 会帮助 Ethereum 超过 Bitcoin 吗？

Everyone loves free tokens — but scammers love them more. Fake airdrops are the easiest way for bad actors to trick you into giving away keys, approving malicious contracts, or signing rug-ready transactions. Here’s a real-world checklist I use before I even think about claiming anything:

1) Never — I mean NEVER — share your private key or seed phrase.
If a “claim” asks for that, close the tab and block the page. Legit projects never need your seed.

2) Check who’s talking.
Official airdrops are announced on verified channels: the project’s verified X/Twitter, official Telegram with verification, or project website with clear links to their socials. If the post is a screenshot, copied text, or an unverified account shouting about big claims — it’s suspicious.

3) Domain &amp; URL hygiene.
Scammers spoof domains (s0soverview[.]io instead of sosooverview[.]io). Look for tiny typos, extra characters, odd TLDs, or HTTP only pages. Use bookmarks for real project sites.

4) Read the fine print — and the contract.
If claiming requires you to “sign” or “approve” a contract, read what you’re approving on Etherscan/BscScan. Does the contract request unlimited allowance? Does it include functions to transfer your tokens or drain approvals? If you can’t understand it, don’t sign.

5) Beware of “sign this message” loopholes.
Some claims need a signature to prove wallet ownership — that’s OK if it’s a harmless signature (message-only). It’s NOT OK if the prompt asks to approve a token transfer or grant allowances. Always check the wallet popup details BEFORE signing.

6) Token contract checks.
Look up the token contract on a block explorer: age, verified source code, transaction history, number of holders. A brand-new token with massive transfers to unknown wallets = red flag.

7) Team &amp; audit presence.
Real airdrops often come from teams with public profiles, LinkedIn, GitHub, and sometimes audits. No team or anonymous devs? Proceed with extreme caution.

8) Snapshot proof &amp; timeline.
Legit airdrops usually clearly state snapshot date/time and how winners are chosen. If someone claims “you’ve already qualified” but there’s no snapshot proof — suspicious.

9) Watch for urgency tactics.
“Claim in next 10 minutes” or “only 50 wallets allowed” is classic social-engineering. Scammers create FOMO so you skip checks. Pause — breathe — verify.

10) Use a burner / cold wallet for claims.
If you must claim, do it from a fresh wallet with minimal funds and no long-term assets. If the claim requires gas, fund only the exact amount needed.

11) Limit approvals and revoke afterward.
If you accidentally gave allowance, revoke it immediately (Etherscan, Revoke.cash). Don’t leave unlimited approvals sitting on your main wallet.

12) Cross-check with independent sources.
Search the community: what are other reputable users saying? Are auditors or recognized community members confirming the airdrop? If everyone you trust is quiet — don’t be the first to trust.

13) Test small &amp; watch on-chain.
Before doing anything big, send a tiny test transaction and monitor what the contract does. If weird behavior appears — stop.

14) Red flags summary (quick):

Requests for seed / private key

Unlimited token approvals or suspicious signature popups

Unverified domain / typosquatting sites

New token with weird transfers or tiny holder base

Anonymous team + no official announcement channels

Aggressive FOMO messaging



---

⛑️ Final hard rule: If you feel pressured, confused, or rushed — walk away. Real airdrops don’t need panic to work.

If you want, I can turn this into: • a shorter 2-line X post for virality
• a 3-slide carousel (hook → 5 red flags → safe checklist)
• a Hausa thread translation so your followers in the north get it

Share / save this — protect your bags.
— JabirDex

🚨 How to spot a FAKE airdrop — don’t get rug-pulled 🚨

🚨 如何识别虚假空投 — 不要被 rug-pulled 🚨

<div class="bn-block-group" data-node-type="blockGroup"><div class="bn-block-outer" data-node-type="blockOuter" data-id="f05acf2b-0f62-4d9f-84cc-cb492c5e2857"><div class="bn-block" data-node-type="blockContainer" data-id="f05acf2b-0f62-4d9f-84cc-cb492c5e2857"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"> Making a difference.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="d72cb5c8-db42-4346-9310-b02aa26ed0e9"><div class="bn-block" data-node-type="blockContainer" data-id="d72cb5c8-db42-4346-9310-b02aa26ed0e9"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"></p></div></div></div></div>

How to Use Crypto for Charitable Giving

如何使用加密货币进行慈善捐赠

salut a tous nouveaux sur Soso si des Français sont prêts a venir discuter un peu de tout et de rien n'hésitez surtout pas à m'écrire

salut à tous les Français

大家好，所有法国人

<div class="bn-block-group" data-node-type="blockGroup"><div class="bn-block-outer" data-node-type="blockOuter" data-id="598f0fa8-0377-4409-8bd9-9ded974f2400"><div class="bn-block" data-node-type="blockContainer" data-id="598f0fa8-0377-4409-8bd9-9ded974f2400"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">🚀  the U.S. slashed tariffs on Chinese goods by 10%, cut fentanyl-related tariffs to 10%, and eased Nvidia chip export restrictions — a one-year pact focused on rare earths and critical minerals that instantly flipped global risk sentiment.<a target="_blank" rel="noopener noreferrer nofollow" href="https://coinmarketcap.com/community/coins/bitcoin/top/">$BTC</a>surged from$107Kto over$113Kwithin hours before stabilizing near$110,500, while ETH, SOL, XRP, and BNB all jumped 1%+ immediately.<br></p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="46dd6120-a38c-42ff-bd83-318a0edc2070"><div class="bn-block" data-node-type="blockContainer" data-id="46dd6120-a38c-42ff-bd83-318a0edc2070"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">The only bearish point in the meeting that untill now no joint statements has been announced which is making everyone thinks something is wrong and the trade deal didn’t happen.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="c0b96a30-e123-454f-bcf1-837ba1d9b15a"><div class="bn-block" data-node-type="blockContainer" data-id="c0b96a30-e123-454f-bcf1-837ba1d9b15a"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">So that's why the Crypto market is dumping and like always the Leverage has helped to ruin the meeting pump with nearly $825.66 M has been liquidated in the last 24hr with $656.76M in long positions .</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="4d200c3a-30d7-411f-889a-acb1659a56e8"><div class="bn-block" data-node-type="blockContainer" data-id="4d200c3a-30d7-411f-889a-acb1659a56e8"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"><br></p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="f9106a5b-6b4e-4361-9475-727cec1aeb28"><div class="bn-block" data-node-type="blockContainer" data-id="f9106a5b-6b4e-4361-9475-727cec1aeb28"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">As per my view and as predicted yesterday , I think that the rate cuts as expected to happen it pushed for a dump on the <a target="_blank" rel="noopener noreferrer nofollow" href="https://coinmarketcap.com/community/topics/BTC/top/">#BTC</a> price that was announced by everyone on the cryptosphere and as it happen in the last 3 FOMC , the <a target="_blank" rel="noopener noreferrer nofollow" href="https://coinmarketcap.com/community/topics/Bitcoin/top/">#Bitcoin</a> price will pump a short while after the FOMC. So no need to panick, the downturn of today was expected and also the Bitcoin ETF outflows of $470.7M has also impacted the price.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="8f53982b-6444-4d94-a62d-d53c7bf79ff9"><div class="bn-block" data-node-type="blockContainer" data-id="8f53982b-6444-4d94-a62d-d53c7bf79ff9"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"><br></p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="25cf0e04-1957-443e-8055-503f88267590"><div class="bn-block" data-node-type="blockContainer" data-id="25cf0e04-1957-443e-8055-503f88267590"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">I think that evereybody need to look to the bright side of the story , a successfull meeting between the 2 strongest economies that was awaited from a long time ago can send the global economy to a new high levels .🚀🚀🚀</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="5c295085-5571-455b-857d-e2515e256698"><div class="bn-block" data-node-type="blockContainer" data-id="5c295085-5571-455b-857d-e2515e256698"><div class="bn-block-content" data-content-type="image" data-url="https://static.sosovalue.com/sosovalue/2025/10/30/f2d31e85-f9e9-4caf-abb7-a3ef3e710ff7.png" data-file-block=""><div class="bn-file-block-content-wrapper"><div class="bn-visual-media-wrapper"><img class="bn-visual-media" src="https://static.sosovalue.com/sosovalue/2025/10/30/f2d31e85-f9e9-4caf-abb7-a3ef3e710ff7.png" alt="BlockNote image"></div></div></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="0b7986ea-73e2-406e-842a-339f1d90c112"><div class="bn-block" data-node-type="blockContainer" data-id="0b7986ea-73e2-406e-842a-339f1d90c112"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"><br></p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="0f50384d-40e3-419c-9c25-aeb22cea0e52"><div class="bn-block" data-node-type="blockContainer" data-id="0f50384d-40e3-419c-9c25-aeb22cea0e52"><div class="bn-block-content" data-content-type="image" data-url="https://static.sosovalue.com/sosovalue/2025/10/30/9ab5d0e1-f48d-4536-be3f-b2faaf09d3aa.png" data-file-block=""><div class="bn-file-block-content-wrapper"><div class="bn-visual-media-wrapper"><img class="bn-visual-media" src="https://static.sosovalue.com/sosovalue/2025/10/30/9ab5d0e1-f48d-4536-be3f-b2faaf09d3aa.png" alt="BlockNote image"></div></div></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="aa6d0369-7302-4f5a-b67c-e92ec3b51f6d"><div class="bn-block" data-node-type="blockContainer" data-id="aa6d0369-7302-4f5a-b67c-e92ec3b51f6d"><div class="bn-block-content" data-content-type="image" data-url="https://static.sosovalue.com/sosovalue/2025/10/30/thumbnails/7a3d1a38-c867-47aa-bdf6-325d782fcce3.png" data-file-block=""><div class="bn-file-block-content-wrapper"><div class="bn-visual-media-wrapper"><img class="bn-visual-media" src="https://static.sosovalue.com/sosovalue/2025/10/30/thumbnails/7a3d1a38-c867-47aa-bdf6-325d782fcce3.png" alt="BlockNote image"></div></div></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="89698cd7-4c9b-4f26-968b-c30f869c2ec2"><div class="bn-block" data-node-type="blockContainer" data-id="89698cd7-4c9b-4f26-968b-c30f869c2ec2"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"><br></p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="c8331f0b-2783-4263-9d3c-fda46e6b4caa"><div class="bn-block" data-node-type="blockContainer" data-id="c8331f0b-2783-4263-9d3c-fda46e6b4caa"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"></p></div></div></div></div>

🚀 The Trump-Xi trade deal just dropped and crypto is absolutely ripping.

🚀 川普-习近平贸易协议刚刚发布，加密货币绝对火爆。



🚀 OpenAI is reportedly gearing up for a monumental initial public offering (IPO) that could value the company at an astonishing $1 trillion. According to Reuters, preparations for filing may commence in late 2026, with the IPO expected to raise at least $60 billion. If successful, this would represent one of the largest public listings in history, providing CEO Sam Altman with significant capital for his AI initiatives.

🔄 This news follows a major restructuring deal with Microsoft on October 28, 2025, which boosted OpenAI's valuation to $500 billion. Microsoft reduced its ownership from 49% of profits to a 27% equity stake and 20% of revenue, valued at approximately $135 billion. The deal eliminated the company's "capped-profit" model and granted OpenAI's nonprofit parent about one-third ownership, along with milestone-based warrants related to achieving artificial general intelligence (AGI).

AGI is considered the holy grail of AI — the kind that doesn’t just ace one test but could outthink you and outlearn you.

💬 Online discussions about the potential trillion-dollar valuation are already buzzing on X (formerly Twitter), with users debating whether this indicates the peak of the AI gold rush or the beginning of a new chapter. Critics highlight concerns over inflated valuations, while supporters view it as evidence of AI's enduring relevance.

🌐 Regardless of the ongoing debate, OpenAI's strategic move positions it as a formidable tech giant. While still maintaining its altruistic roots, the company is now poised to compete with industry heavyweights like Nvidia, Google, Apple, and AMD.
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OpenAI's Ambitious IPO Plans: A $1 Trillion Valuation on the Horizon

OpenAI 雄心勃勃的 IPO 计划：1 万亿美元的估值指日可待

Recent news shows a major move of 794.43 btc ($87.44 million) and 48.36 eth ($188,800) from blackrock etf ibit to coinbase.<br>as bitcoin struggles around the $110k mark, altcoins like solana have shown some resilience with price increases. today's market saw bitcoin fall below $107k after significant liquidation events involving over $84 million in long orders on cexs.<br>this situation is causing concern among traders as popular coins such as solana are still showing growth while others haven’t managed the same rate of increase despite recent bullish sentiment towards them.<br>the volatility seen recently has left many traders wondering what lies ahead for btc given these factors and whether they should re-evaluate their existing strategies moving forward.


Bitcoin Continues to Slide, Solana and TRUMP Hold Strong

比特币持续下跌，Solana 和 TRUMP 表现坚挺

<div class="bn-block-group" data-node-type="blockGroup"><div class="bn-block-outer" data-node-type="blockOuter" data-id="c368b37c-ef0e-4dd5-bff4-7c10859ac4ae"><div class="bn-block" data-node-type="blockContainer" data-id="c368b37c-ef0e-4dd5-bff4-7c10859ac4ae"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"> Scaling blockchains efficiently.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="27ced756-4959-4259-9f5b-b32845971d89"><div class="bn-block" data-node-type="blockContainer" data-id="27ced756-4959-4259-9f5b-b32845971d89"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"></p></div></div></div></div>

The Potential of Layer 2 Solutions

Layer 2 解决方案的潜力



Looks like even crypto needed a “relief rally” after surviving the Trump trade war rollercoaster 🎢. The meme coin dipped to $1B, tanked during $19B in liquidations, and now is back at $1.67B 💥.

Analysts say it’s because trade tensions eased — or maybe investors just got tired of losing hair over tariffs 😅.

Bonus: Trump’s approval rating and the coin are both climbing together — who knew politics and meme coins could sync better than your playlist? 🎶😁
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🚀 Trump’s Meme Coin jumps 46% in the past week

🚀 川普的 Meme 币在过去一周内上涨了 46%。

Most traders chase signals — few fix their mindset.
But here’s the truth: your trading psychology is your first stop-loss.

You can’t manage risk if you can’t manage yourself.
Because greed ignores logic.
Fear kills opportunity.
And ego… ego destroys accounts faster than any red candle ever will.

Mindset shapes every click:
If you trade out of anger — you overleverage.
If you trade out of fear — you exit too early.
If you trade with patience and plan — you survive any storm.

Real traders know:
Risk management isn’t just about numbers — it’s about discipline.
Setting stop-loss isn’t weakness, it’s wisdom.
Taking profit isn’t fear, it’s control.
Walking away isn’t quitting, it’s maturity.

Crypto doesn’t reward emotion — it rewards strategy.
So stop trying to fight the market.
Control what you can: your risk, your plan, your mind.

Because the strongest edge in trading isn’t a secret strategy —
it’s a calm mindset under pressure.

✍️ — JabirDex

DOGE

In Crypto, Your Mindset Is Your Risk Management 🧠💰

在加密货币领域，你的心态就是你的风险管理🧠💰

<div class="bn-block-group" data-node-type="blockGroup"><div class="bn-block-outer" data-node-type="blockOuter" data-id="11c01d3e-3149-48ff-abd7-ad82e811c877"><div class="bn-block" data-node-type="blockContainer" data-id="11c01d3e-3149-48ff-abd7-ad82e811c877"><div class="bn-block-content" data-content-type="image" data-url="https://static.sosovalue.com/sosovalue/2025/10/30/5ed0b4ed-32d6-4a83-b569-028662f8ee42.png" data-file-block=""><div class="bn-file-block-content-wrapper"><div class="bn-visual-media-wrapper"><img class="bn-visual-media" src="https://static.sosovalue.com/sosovalue/2025/10/30/5ed0b4ed-32d6-4a83-b569-028662f8ee42.png" alt="BlockNote image"></div></div></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="9a5ad37d-c2a6-4e91-9a6b-502c3a3df659"><div class="bn-block" data-node-type="blockContainer" data-id="9a5ad37d-c2a6-4e91-9a6b-502c3a3df659"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"><strong>🚨 Flash News — October 30, 2025</strong></p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="4016b3be-2268-4491-af27-0ea9fd6b0420"><div class="bn-block" data-node-type="blockContainer" data-id="4016b3be-2268-4491-af27-0ea9fd6b0420"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">▫️ <strong>Canton Network</strong> investors are reportedly in talks to raise around <strong>$500 million</strong> to establish a <strong>publicly listed entity</strong> focused on <strong>Canton Coin</strong> and operating as a <strong>supervalidator</strong>.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="b177fdac-115e-49b6-b21e-19b5775b776e"><div class="bn-block" data-node-type="blockContainer" data-id="b177fdac-115e-49b6-b21e-19b5775b776e"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">▫️ <strong>Fidelity</strong> has updated its <strong>S-1 filing</strong> for the <strong>spot Solana ETF</strong>, removing the previous <strong>delay amendment</strong>, signaling progress toward approval.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="3f1058b7-ed08-478b-9a28-98455c1013ce"><div class="bn-block" data-node-type="blockContainer" data-id="3f1058b7-ed08-478b-9a28-98455c1013ce"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">▫️ <strong>Hong Kong</strong> has <strong>blocked DAT conversion plans</strong> from at least <strong>five listed firms</strong>, banning companies from converting into <strong>pure crypto-holding entities</strong>.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="32a70309-a027-4599-818d-0c5a67f81924"><div class="bn-block" data-node-type="blockContainer" data-id="32a70309-a027-4599-818d-0c5a67f81924"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">▫️ <strong>Bybit</strong> announced that <strong>bbSOL</strong>, its Solana staking asset, will be <strong>custodied by Anchorage Digital</strong>, enabling institutional-grade custody services.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="62a040f3-e2d3-4569-9738-a17f65a5e781"><div class="bn-block" data-node-type="blockContainer" data-id="62a040f3-e2d3-4569-9738-a17f65a5e781"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">▫️ <strong>Consensys</strong> is preparing for an <strong>IPO</strong>, selecting <strong>JPMorgan</strong> and <strong>Goldman Sachs</strong> as advisors, with the listing expected in <strong>2026</strong>.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="ce9ba5ab-5c68-4af4-adfd-f37eeb232f15"><div class="bn-block" data-node-type="blockContainer" data-id="ce9ba5ab-5c68-4af4-adfd-f37eeb232f15"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">▫️ <strong>Bitcoin spot ETFs</strong> recorded <strong>$471 million outflows</strong>, while <strong>Ethereum spot ETFs</strong> saw <strong>$81.44 million</strong> in net withdrawals.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="6bfe8839-bbc6-4ee1-bd14-02f6849c2e28"><div class="bn-block" data-node-type="blockContainer" data-id="6bfe8839-bbc6-4ee1-bd14-02f6849c2e28"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">▫️ <strong>MegaETH</strong>, backed by <strong>Vitalik Buterin</strong>, has attracted over <strong>$1 billion in committed capital</strong>, far surpassing its initial fundraising goal.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="401726d8-9778-44d5-9fd0-54dd5b4c7cb1"><div class="bn-block" data-node-type="blockContainer" data-id="401726d8-9778-44d5-9fd0-54dd5b4c7cb1"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">▫️ <strong>YZi Labs</strong> led an <strong>$11 million seed round</strong> for <strong>VideoTutor</strong>, joined by <strong>JinQiu Fund</strong> and <strong>Baidu Ventures</strong>, marking its latest strategic expansion.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="58e9ff90-f3aa-4091-aa8f-8c6794b5e096"><div class="bn-block" data-node-type="blockContainer" data-id="58e9ff90-f3aa-4091-aa8f-8c6794b5e096"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"></p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="887f2b9e-ad58-485c-9999-e587241d71fe"><div class="bn-block" data-node-type="blockContainer" data-id="887f2b9e-ad58-485c-9999-e587241d71fe"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">Don't forget to ➕Follow &amp; turn on 🔔 so you don't miss out!<br>By <strong>Chiko Wu</strong><br><em>Note: The information in this article should not be considered investment advice. Chiko Wu is not responsible for any decisions you make.</em></p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="2bfd0c6f-af42-4070-b13e-0297de2f8922"><div class="bn-block" data-node-type="blockContainer" data-id="2bfd0c6f-af42-4070-b13e-0297de2f8922"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"></p></div></div></div></div>

🚨 Flash News — October 30, 2025

🚨 快讯 — 2025年10月30日

SOSO

La finance décentralisée (DeFi) promise à détrôner la finance traditionnelle (TradFi), avec 2 000 milliards de dollars d'actifs tokenisés d'ici 2028
Standard Chartered (Analyse approfondie du Directeur de la plus grande Banque Centrale)

去中心化金融 (DeFi) 有望取代传统金融 (TradFi)，到 2028 年将有 2 万亿美元的代币化资产
渣打银行（对最大中央银行行长的深入分析）

Bitcoin's (btc) on-chain data has been under heavy scrutiny in recent days as network activity surges to unprecedented levels. over 80 million transactions executed have generated fees exceeding $13 billion, rivaling visa and mastercard's yearly performance within just two months. this fee frenzy, fueled by bitcoin's soaring price - recently cracking $120k - has added a staggering $338 billion to miner revenue since the halving last year.
<br>
the growing trend of off-chain scaling solutions such as lightning network and liquid sidechain are also making their mark on this rapid evolution. while these may be improving transaction efficiency across such networks, they ultimately cannot eliminate congestion issues completely or replace bitcoin’s base layer blockchain completely.
<br> 
as adoption continues at an impressive rate all eyes are likely focused on how sustainable these records can remain over time; one thing is clear though – it looks like we’re witnessing another step towards mass cryptocurrency acceptance!


Price Analysis of the BTC Recently

近几天，由于网络活动激增至前所未有的水平，Bitcoin (btc) 的链上数据受到了严格审查。超过 8000万 笔交易的执行产生了超过 130 亿美元的费用，在短短两个月内与 Visa 和 Mastercard 的年度业绩相媲美。这种费用狂潮是由 Bitcoin 飙升的价格（最近突破了 12 万美元）推动的，自去年减半以来，矿工收入增加了惊人的 3380 亿美元。
<br>
诸如 Lightning Network 和 Liquid 侧链之类的链下扩展解决方案的增长趋势也正在这种快速发展中留下印记。虽然这些可能会提高此类网络上的交易效率，但它们最终无法完全消除拥塞问题或完全取代 Bitcoin 的基础层区块链。
<br>
随着采用率以惊人的速度持续增长，所有人的目光都可能集中在这些记录在一段时间内如何保持可持续性；但有一点是明确的——看起来我们正在见证迈向大规模加密货币接受的又一步！

近期 BTC 价格分析

<div class="bn-block-group" data-node-type="blockGroup"><div class="bn-block-outer" data-node-type="blockOuter" data-id="0f0e5726-e58c-4f91-91a6-9e7108372c2f"><div class="bn-block" data-node-type="blockContainer" data-id="0f0e5726-e58c-4f91-91a6-9e7108372c2f"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">OpenAI is reportedly preparing for a <strong>landmark IPO in 2026</strong>, targeting a valuation of <strong>up to $1 trillion</strong>—a figure that would place it among the <strong>most valuable companies in history</strong> at debut. The move positions OpenAI not just as a technology firm, but as the <strong>catalyst of a new industrial epoch</strong>, where intelligence—not oil, not code—becomes the world’s most monetized resource.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="27ef2516-4d99-422d-81e9-f005acbdd8ae"><div class="bn-block" data-node-type="blockContainer" data-id="27ef2516-4d99-422d-81e9-f005acbdd8ae"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">💡 The Context: From Research Lab to Corporate Titan</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="8815e988-e1a3-4a9a-b9e6-457a140e6981"><div class="bn-block" data-node-type="blockContainer" data-id="8815e988-e1a3-4a9a-b9e6-457a140e6981"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">Founded with a mission to develop safe and broadly beneficial artificial intelligence, OpenAI’s transformation has been astonishing. From a non-profit lab in 2015 to a global platform powering productivity, search, and creative industries, it has evolved into <strong>the backbone of generative AI adoption</strong> across enterprises.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="785b0d33-55e8-4032-8503-ceb1c8540c01"><div class="bn-block" data-node-type="blockContainer" data-id="785b0d33-55e8-4032-8503-ceb1c8540c01"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">With Microsoft’s <strong>27% stake</strong>, the IPO would also crystallize one of the most profitable strategic investments in corporate history—potentially unlocking <strong>hundreds of billions in equity value</strong> for Microsoft ($MSFT), which integrated OpenAI’s models deeply into its ecosystem through Azure, Copilot, and Office AI products.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="b6cee000-0164-4496-9e48-f2ae240d6813"><div class="bn-block" data-node-type="blockContainer" data-id="b6cee000-0164-4496-9e48-f2ae240d6813"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">📊 The Numbers Behind the Hype</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="dd984127-fbda-4187-8086-239fa1d4602c"><div class="bn-block" data-node-type="blockContainer" data-id="dd984127-fbda-4187-8086-239fa1d4602c"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">A $1 trillion valuation implies investors are betting on:</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="061a2c95-9e1d-46fb-9d6a-06ee791d04a9"><div class="bn-block" data-node-type="blockContainer" data-id="061a2c95-9e1d-46fb-9d6a-06ee791d04a9"><div class="bn-block-content" data-content-type="bulletListItem"><p class="bn-inline-content"><strong>Mass adoption of AI agents</strong> across business, government, and consumer ecosystems.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="81212b07-16c6-49d0-be25-1117fdf87143"><div class="bn-block" data-node-type="blockContainer" data-id="81212b07-16c6-49d0-be25-1117fdf87143"><div class="bn-block-content" data-content-type="bulletListItem"><p class="bn-inline-content"><strong>Recurring enterprise revenues</strong> via OpenAI API and Copilot integrations.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="17a47373-8a29-4fef-9159-c78d58cfc0ad"><div class="bn-block" data-node-type="blockContainer" data-id="17a47373-8a29-4fef-9159-c78d58cfc0ad"><div class="bn-block-content" data-content-type="bulletListItem"><p class="bn-inline-content"><strong>Explosive margins</strong> as compute costs stabilize and model efficiency improves.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="3eeeb399-8afb-4482-a75a-242655427fc7"><div class="bn-block" data-node-type="blockContainer" data-id="3eeeb399-8afb-4482-a75a-242655427fc7"><div class="bn-block-content" data-content-type="bulletListItem"><p class="bn-inline-content"><strong>Platform dominance</strong>—if GPT and future multimodal successors become the default cognitive layer for the internet.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="199624a1-5d63-415e-a8f1-1a14375bb6a8"><div class="bn-block" data-node-type="blockContainer" data-id="199624a1-5d63-415e-a8f1-1a14375bb6a8"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">In financial terms, this would rank OpenAI alongside <strong>NVIDIA ($5T)</strong>, <strong>Apple ($4T)</strong>, and <strong>Microsoft ($4T)</strong>—a staggering ascent for a company not yet a decade old.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="e2a6717e-8c42-4bcd-af49-313510d847d3"><div class="bn-block" data-node-type="blockContainer" data-id="e2a6717e-8c42-4bcd-af49-313510d847d3"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">⚙️ Strategic Implications</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="fc9b48e8-6398-4bd2-afb0-7ae3f8626472"><div class="bn-block" data-node-type="blockContainer" data-id="fc9b48e8-6398-4bd2-afb0-7ae3f8626472"><div class="bn-block-content" data-content-type="numberedListItem" data-index="1"><p class="bn-inline-content"><strong>AI as Infrastructure:</strong> OpenAI’s valuation reflects a world where AI models are no longer “tools,” but <strong>platform utilities</strong>—the next AWS or Android, abstracting complexity for every digital process.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="89d1f3a0-f7b7-456c-8ea3-f4546b73e2d0"><div class="bn-block" data-node-type="blockContainer" data-id="89d1f3a0-f7b7-456c-8ea3-f4546b73e2d0"><div class="bn-block-content" data-content-type="numberedListItem" data-index="2"><p class="bn-inline-content"><strong>Capital Magnetism:</strong> A trillion-dollar IPO would ignite the <strong>AI capital flywheel</strong>, pulling institutional liquidity from equities, venture, and sovereign funds into the intelligence economy.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="1db6b21f-49e7-4330-a87b-7fc96efcb266"><div class="bn-block" data-node-type="blockContainer" data-id="1db6b21f-49e7-4330-a87b-7fc96efcb266"><div class="bn-block-content" data-content-type="numberedListItem" data-index="3"><p class="bn-inline-content"><strong>Regulatory Crossroads:</strong> With immense valuation comes scrutiny—on data governance, model bias, and AI safety. Balancing <strong>scale with societal trust</strong> will define whether OpenAI becomes the next Microsoft—or the next Meta.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="bd3565e9-24cb-4a13-b94f-f811153d0e18"><div class="bn-block" data-node-type="blockContainer" data-id="bd3565e9-24cb-4a13-b94f-f811153d0e18"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">🧭 The Bigger Picture</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="515c7f2c-afeb-45fa-8da1-6a3c3065432b"><div class="bn-block" data-node-type="blockContainer" data-id="515c7f2c-afeb-45fa-8da1-6a3c3065432b"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">OpenAI’s upcoming IPO marks the inflection point where <strong>AI transitions from innovation to institution</strong>. Just as the dot-com boom financialized the internet, this offering could financialize intelligence itself—turning human cognition into the century’s dominant asset class.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="6c737a7d-ded4-49d1-a3ae-7e3288111d7d"><div class="bn-block" data-node-type="blockContainer" data-id="6c737a7d-ded4-49d1-a3ae-7e3288111d7d"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">If realized, this would not just be an IPO. It would be the <strong>listing of the next industrial revolution</strong>.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="dd8f4d2d-6512-42b5-b7fb-df6c12c4d9be"><div class="bn-block" data-node-type="blockContainer" data-id="dd8f4d2d-6512-42b5-b7fb-df6c12c4d9be"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">#OpenAI #IPO #ArtificialIntelligence #Microsoft #AIRevolution #TechStocks #GPT5</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="3e9af2b7-8b41-4893-b31d-87ab44a25019"><div class="bn-block" data-node-type="blockContainer" data-id="3e9af2b7-8b41-4893-b31d-87ab44a25019"><div class="bn-block-content" data-content-type="image" data-name="G4fTd66W8AAhqIr.png" data-url="https://static.sosovalue.com/sosovalue/2025/10/30/e2c830de-0c88-411d-9167-7729218656ef.png" data-file-block=""><div class="bn-file-block-content-wrapper"><div class="bn-visual-media-wrapper"><img class="bn-visual-media" src="https://static.sosovalue.com/sosovalue/2025/10/30/e2c830de-0c88-411d-9167-7729218656ef.png" alt="G4fTd66W8AAhqIr.png"></div></div></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="9c4a88b6-e2cb-45a1-aea2-c1bf124facd6"><div class="bn-block" data-node-type="blockContainer" data-id="9c4a88b6-e2cb-45a1-aea2-c1bf124facd6"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">Regards,</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="7e296045-27ab-43d0-baf9-43eee94f4e9b"><div class="bn-block" data-node-type="blockContainer" data-id="7e296045-27ab-43d0-baf9-43eee94f4e9b"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">FVM Research</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="841a7150-aea8-41a9-8334-d1ef2f3607e4"><div class="bn-block" data-node-type="blockContainer" data-id="841a7150-aea8-41a9-8334-d1ef2f3607e4"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">꧁𓊈𒆜𝓕𝓥𝓜𒆜𓊉꧂</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="bc405901-2c30-4457-811f-375ed34ac0f3"><div class="bn-block" data-node-type="blockContainer" data-id="bc405901-2c30-4457-811f-375ed34ac0f3"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">𝗙𝗼𝗹𝗹𝗼𝘄 𝗺𝗲╰┈➤ Forever_More 🔔</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="1e2b8198-0ae5-4b6c-8f2d-7bcd8850e6bf"><div class="bn-block" data-node-type="blockContainer" data-id="1e2b8198-0ae5-4b6c-8f2d-7bcd8850e6bf"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"></p></div></div></div></div>

OpenAI’s Trillion-Dollar Play: The Dawn of the AI Capital Age「 ✦ FVM Research ✦ 」𓆰♕𓆪

OpenAI 的万亿美元博弈：人工智能资本时代的曙光「 ✦ FVM Research ✦ 」𓆰♕𓆪

<div class="bn-block-group" data-node-type="blockGroup"><div class="bn-block-outer" data-node-type="blockOuter" data-id="f5eb7641-71cb-450c-a853-914407d4775b"><div class="bn-block" data-node-type="blockContainer" data-id="f5eb7641-71cb-450c-a853-914407d4775b"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">The cloud computing sector has entered a new phase of industrial-scale monetization — a <strong>$700 billion backlog</strong> across Microsoft, Amazon, and Google that signals not just demand for storage and computing power, but <strong>a structural shift in the global economy toward AI infrastructure dependency</strong>. As of Q2 2025, the “MAG” trio’s collective backlog now rivals the GDP of Switzerland and the Netherlands combined, underscoring that cloud has become the <strong>financial backbone of the AI revolution</strong>.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="3eab9d5a-cba2-4f8b-8ca2-e8cd14bde92c"><div class="bn-block" data-node-type="blockContainer" data-id="3eab9d5a-cba2-4f8b-8ca2-e8cd14bde92c"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">Decoding the Backlog: A Forward-Looking Revenue Barometer</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="b160e09f-3433-4dfb-ab4f-057d6f47a46e"><div class="bn-block" data-node-type="blockContainer" data-id="b160e09f-3433-4dfb-ab4f-057d6f47a46e"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">Backlog — the aggregate value of signed but not-yet-recognized contracts — serves as a <strong>leading indicator of durable growth</strong>. It projects not quarterly fluctuations, but multi-year confidence from corporate clients who are locking in AI and data infrastructure capacity at record pace.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="9bb44747-a82b-41a0-af68-1947bedbf2ab"><div class="bn-block" data-node-type="blockContainer" data-id="9bb44747-a82b-41a0-af68-1947bedbf2ab"><div class="bn-block-content" data-content-type="bulletListItem"><p class="bn-inline-content"><strong>Microsoft</strong> reported a <strong>commercial RPO of $368B</strong>, rising <strong>23% YoY</strong>, with a <strong>CAGR of 29.7% since 2020</strong>.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="632919e8-5030-45b7-bc5c-fcb2bc78630b"><div class="bn-block" data-node-type="blockContainer" data-id="632919e8-5030-45b7-bc5c-fcb2bc78630b"><div class="bn-block-content" data-content-type="bulletListItem"><p class="bn-inline-content"><strong>Amazon’s AWS</strong> backlog hit <strong>$315B</strong>, reflecting a <strong>43% total rise</strong> and <strong>24.3% CAGR</strong>, affirming its deep enterprise entrenchment.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="79833297-1467-48bb-a521-29659c6d4ecc"><div class="bn-block" data-node-type="blockContainer" data-id="79833297-1467-48bb-a521-29659c6d4ecc"><div class="bn-block-content" data-content-type="bulletListItem"><p class="bn-inline-content"><strong>Google Cloud</strong>, while smaller in absolute terms, posted the <strong>fastest growth</strong>, at <strong>$155B</strong>, a <strong>46.9% total increase</strong> and a <strong>44.2% CAGR</strong> — the sharpest acceleration among peers.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="e55958da-285a-4982-b4d2-eea47d36bb10"><div class="bn-block" data-node-type="blockContainer" data-id="e55958da-285a-4982-b4d2-eea47d36bb10"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">This is not a mirage of inflated demand. Rather, it’s <strong>the institutionalization of AI infrastructure investment</strong>. Companies from pharmaceuticals to finance are pre-purchasing capacity for <strong>training large models, processing real-time data, and deploying edge AI systems</strong>. The <strong>post-ChatGPT boom</strong> reshaped procurement strategies — compute contracts are now strategic assets, hedging against GPU scarcity and data-center congestion.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="09442868-c18d-4ed9-8848-659a53969116"><div class="bn-block" data-node-type="blockContainer" data-id="09442868-c18d-4ed9-8848-659a53969116"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">Microsoft’s Azure, supercharged by <strong>OpenAI integrations and Copilot subscriptions</strong>, has turned AI pilots into recurring cloud consumption. AWS continues to scale methodically, retaining its <strong>30% global share</strong>, while Google’s <strong>record $91–93B capex in 2025</strong> marks a moonshot bet on catching up.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="f68aa0ce-cb26-455a-a340-9a11240a5d69"><div class="bn-block" data-node-type="blockContainer" data-id="f68aa0ce-cb26-455a-a340-9a11240a5d69"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">Yet, not all backlog is homogeneous. Microsoft’s figure includes select non-cloud contracts, while Google’s heavily weights AI partnerships and multi-year service bundles. Amazon’s AWS remains the most “pure-play” backlog — but its recent slowdown hints at <strong>maturity pressures</strong> in traditional compute segments.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="85ae0160-74db-403f-b3a3-61b2a9dfae90"><div class="bn-block" data-node-type="blockContainer" data-id="85ae0160-74db-403f-b3a3-61b2a9dfae90"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">The AI Multiplier: Sustainable Growth or Speculative Surge?</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="095467c7-411d-4a9a-989a-acae1b1580bf"><div class="bn-block" data-node-type="blockContainer" data-id="095467c7-411d-4a9a-989a-acae1b1580bf"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">At the heart of the backlog explosion is <strong>AI Capex inflation</strong> — a structural feedback loop where cloud and AI reinforce each other. In 2025 alone, Big Tech’s combined capital expenditure is projected at <strong>$364B</strong>, with the majority funneled into data centers, custom chips, and AI infrastructure.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="9acbefdc-af2a-4ede-a9f9-b50a4f217e04"><div class="bn-block" data-node-type="blockContainer" data-id="9acbefdc-af2a-4ede-a9f9-b50a4f217e04"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">Google’s backlog grew <strong>$49B in one quarter</strong>, driven by Vertex AI and TPU demand. Microsoft’s AI services are now generating <strong>tens of billions in recurring annual revenue</strong>, particularly through enterprise Copilot adoption. AWS, despite slower backlog growth, still commands the deepest operational margin base in cloud history.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="db1db2b7-9ac8-495b-b343-40a7f9e7c426"><div class="bn-block" data-node-type="blockContainer" data-id="db1db2b7-9ac8-495b-b343-40a7f9e7c426"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">However, the sustainability question looms. Backlogs, while impressive, <strong>can overpromise and underdeliver</strong> if AI adoption plateaus or enterprises overbook compute capacity. Analysts warn that if backlog conversion (recognized revenue vs. committed value) falls below <strong>30% annually</strong>, it could foreshadow saturation or inefficiency.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="9f120cc3-b3a7-4e4a-b776-0bd69866107e"><div class="bn-block" data-node-type="blockContainer" data-id="9f120cc3-b3a7-4e4a-b776-0bd69866107e"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">The market narrative has pivoted: from cloud as a cost-saving utility to <strong>cloud as the enabler of cognitive automation</strong>. But bubbles form when expectations outpace throughput — especially when capex cycles grow faster than customer ROI.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="8119518e-3202-4bbb-830d-030fd633fe6a"><div class="bn-block" data-node-type="blockContainer" data-id="8119518e-3202-4bbb-830d-030fd633fe6a"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">Systemic Ripples: Financial and Geopolitical Dimensions</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="73bb5c02-44c4-4b59-90fd-153149f87113"><div class="bn-block" data-node-type="blockContainer" data-id="73bb5c02-44c4-4b59-90fd-153149f87113"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">This $700B reservoir doesn’t just elevate balance sheets — it <strong>anchors global capital allocation</strong>. Microsoft’s RPO alone could sustain R&amp;D for years without increasing debt, giving it immense strategic latitude. Yet the concentration of AI infrastructure in U.S.-centric firms raises systemic vulnerabilities:</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="7885ee4d-65af-454b-b385-70f2336663e7"><div class="bn-block" data-node-type="blockContainer" data-id="7885ee4d-65af-454b-b385-70f2336663e7"><div class="bn-block-content" data-content-type="bulletListItem"><p class="bn-inline-content"><strong>Energy dependency:</strong> data centers already consume over <strong>4% of U.S. electricity output</strong>, projected to double by 2027.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="14fa47f2-03b5-44bc-9842-90c6158c05bc"><div class="bn-block" data-node-type="blockContainer" data-id="14fa47f2-03b5-44bc-9842-90c6158c05bc"><div class="bn-block-content" data-content-type="bulletListItem"><p class="bn-inline-content"><strong>Material choke points:</strong> rare earths and advanced chip supply remain <strong>geopolitically fragile</strong>.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="cc3ae6c5-8956-4491-a679-1dc0d39c83ba"><div class="bn-block" data-node-type="blockContainer" data-id="cc3ae6c5-8956-4491-a679-1dc0d39c83ba"><div class="bn-block-content" data-content-type="bulletListItem"><p class="bn-inline-content"><strong>Regulatory headwinds:</strong> antitrust scrutiny of AI gatekeeping is inevitable as few firms monopolize access to computational infrastructure.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="4ce3cd81-5a4d-4e70-8ce7-82c0ecd64fe9"><div class="bn-block" data-node-type="blockContainer" data-id="4ce3cd81-5a4d-4e70-8ce7-82c0ecd64fe9"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">This triopoly’s dominance also reshapes equity markets — cloud backlogs are increasingly treated as <strong>quasi-sovereign assets</strong>, offering cash flow certainty akin to long-term bonds.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="af143400-57cd-463a-89be-58a73b2f9ffa"><div class="bn-block" data-node-type="blockContainer" data-id="af143400-57cd-463a-89be-58a73b2f9ffa"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">Navigating the Horizon: Growth, Governance, and Guardrails</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="bcdff12b-aba0-408e-99ec-908a1786ac3c"><div class="bn-block" data-node-type="blockContainer" data-id="bcdff12b-aba0-408e-99ec-908a1786ac3c"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">Heading toward 2027, the cloud race is not about expansion — it’s about <strong>stability under exponential load</strong>.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="5203782b-ef59-4db9-8880-bc6661d84b71"><div class="bn-block" data-node-type="blockContainer" data-id="5203782b-ef59-4db9-8880-bc6661d84b71"><div class="bn-block-content" data-content-type="bulletListItem"><p class="bn-inline-content"><strong>Microsoft</strong> leverages its Office 365 and Azure synergy to deepen customer lock-in.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="679c736f-819b-4d9a-bd48-3fe582be56c3"><div class="bn-block" data-node-type="blockContainer" data-id="679c736f-819b-4d9a-bd48-3fe582be56c3"><div class="bn-block-content" data-content-type="bulletListItem"><p class="bn-inline-content"><strong>Amazon</strong> maintains defensive resilience through its e-commerce integration and multi-sector AI adoption.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="7977ef0d-30cb-40af-b8c1-8f62f127183b"><div class="bn-block" data-node-type="blockContainer" data-id="7977ef0d-30cb-40af-b8c1-8f62f127183b"><div class="bn-block-content" data-content-type="bulletListItem"><p class="bn-inline-content"><strong>Google</strong>, backed by advertising liquidity, is now the <strong>agile disruptor</strong>, deploying open-source AI tools to attract cost-sensitive developers.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="b94e42be-5403-48fe-a039-33a5a4479e6c"><div class="bn-block" data-node-type="blockContainer" data-id="b94e42be-5403-48fe-a039-33a5a4479e6c"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">For investors, these backlogs are a bullish signal: <strong>24–44% CAGR</strong> levels of compounding revenue are rare even in tech megacycles. Yet prudence is essential. The market must distinguish <strong>durable growth from capex euphoria</strong>.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="a34a7847-3804-4f22-b418-fc64ec65d966"><div class="bn-block" data-node-type="blockContainer" data-id="a34a7847-3804-4f22-b418-fc64ec65d966"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">The true test will be <strong>execution quality</strong> — how efficiently these companies convert backlog into realized margin without straining energy, regulation, or consumer trust.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="ff193fb2-e6b3-4575-b323-7169490e7761"><div class="bn-block" data-node-type="blockContainer" data-id="ff193fb2-e6b3-4575-b323-7169490e7761"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"><strong>In sum:</strong> the $700 billion cloud backlog is not just deferred revenue — it’s the economic manifestation of the AI age.<br>It promises productivity revolutions across industries, but also concentrates risk within a handful of corporate entities whose infrastructure underpins modern civilization.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="8c6602e3-41bc-4d06-85af-7dbdf4d9645a"><div class="bn-block" data-node-type="blockContainer" data-id="8c6602e3-41bc-4d06-85af-7dbdf4d9645a"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">The future of AI will not be determined by who builds the best model — but by who owns the <strong>compute pipelines</strong> that keep those models alive.</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="6344bc69-178a-4e39-83b7-b9a09dbed447"><div class="bn-block" data-node-type="blockContainer" data-id="6344bc69-178a-4e39-83b7-b9a09dbed447"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">#CloudBacklog #AIInfrastructure #MicrosoftAzure #AWS #GoogleCloud #FiscalAI #BigTech #CapexCycle #DigitalEconomy #TechAnalysis</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="060425a5-51eb-4746-81db-8e29b9e29457"><div class="bn-block" data-node-type="blockContainer" data-id="060425a5-51eb-4746-81db-8e29b9e29457"><div class="bn-block-content" data-content-type="image" data-name="G4coThRa8AEv_xl.jfif" data-url="https://static.sosovalue.com/sosovalue/2025/10/30/6947f562-8652-4ab9-b6ab-303d7abe8eff.jpg" data-file-block=""><div class="bn-file-block-content-wrapper"><div class="bn-visual-media-wrapper"><img class="bn-visual-media" src="https://static.sosovalue.com/sosovalue/2025/10/30/6947f562-8652-4ab9-b6ab-303d7abe8eff.jpg" alt="G4coThRa8AEv_xl.jfif"></div></div></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="22320bbc-ced1-4403-9759-e29030132afc"><div class="bn-block" data-node-type="blockContainer" data-id="22320bbc-ced1-4403-9759-e29030132afc"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">Regards,</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="62018a6c-8d23-46c9-9fa1-b3b0642bd29e"><div class="bn-block" data-node-type="blockContainer" data-id="62018a6c-8d23-46c9-9fa1-b3b0642bd29e"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">FVM Research</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="03dc06aa-3d1a-42c0-832a-13a123be2e5f"><div class="bn-block" data-node-type="blockContainer" data-id="03dc06aa-3d1a-42c0-832a-13a123be2e5f"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">꧁𓊈𒆜𝓕𝓥𝓜𒆜𓊉꧂</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="f9bf2d6f-8ce3-4da2-bf24-6ab65a8e6af2"><div class="bn-block" data-node-type="blockContainer" data-id="f9bf2d6f-8ce3-4da2-bf24-6ab65a8e6af2"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">𝗙𝗼𝗹𝗹𝗼𝘄 𝗺𝗲╰┈➤ Forever_More 🔔</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="fc67ba95-e9d7-4d77-9591-d1ccbb2eeb4a"><div class="bn-block" data-node-type="blockContainer" data-id="fc67ba95-e9d7-4d77-9591-d1ccbb2eeb4a"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"></p></div></div></div></div>

Cloud Backlog Boom: $700B Signal of AI-Driven Dominance「 ✦ FVM Research ✦ 」𓆰♕𓆪

云积压繁荣：人工智能驱动主导地位的 7000 亿美元信号「✦ FVM Research ✦ 」𓆰♕𓆪

<div class="bn-block-group" data-node-type="blockGroup"><div class="bn-block-outer" data-node-type="blockOuter" data-id="b0819835-357e-43ff-a7d0-c38d8e5d2215"><div class="bn-block" data-node-type="blockContainer" data-id="b0819835-357e-43ff-a7d0-c38d8e5d2215"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content">According to Fortune reports, Mastercard is in advanced negotiations to acquire the crypto infrastructure startup Zerohash for around $2 billion. 🤯<br><br>This mega-acquisition underscores the aggressive push by traditional payments giants into the crypto space, focusing on infrastructure for stablecoins and tokenization. It's the clearest sign yet that traditional finance wants to dominate the next generation of digital payments.<br><br>The digital infrastructure war intensifies!  @SoSoValueCrypto @SosoValue #SosoValue #Mastercard</p></div></div></div><div class="bn-block-outer" data-node-type="blockOuter" data-id="7e1b8c2b-7cb4-4e1d-9d5b-04ddf390208f"><div class="bn-block" data-node-type="blockContainer" data-id="7e1b8c2b-7cb4-4e1d-9d5b-04ddf390208f"><div class="bn-block-content" data-content-type="paragraph"><p class="bn-inline-content"></p></div></div></div></div>

💳 Crypto Bombshell! Mastercard Hunts Zerohash 💥

💳 加密货币重磅消息！万事达卡追捕 Zerohash 💥