Texas is putting the data center boom to the test.
With a potential pause on new approvals and over 50% of the state's 34 GW pipeline still at the announcement stage, the real advantage may not be who has the biggest plans, but who can actually secure power and build.
In this race, power access is becoming the real alpha. ā”
Texas's incoming governor wants a pause on new data center approvals while more than half of state's ~34 GW pipeline is still only announced so the real question now is who already has power and who is still waiting to build.
Here's how much capacity companies have lined up in Texas:
⢠$AMZN ~5,700 MW
⢠$GOOGL ~4,500 MW
⢠$MSFT ~1,300 MW
⢠$IREN ~1,300 MW
⢠$META ~1,200 MW
⢠$HUT ~1,100 MW
⢠$CIFR ~1,000 MW
⢠$GLXY ~900 MW
⢠$CORZ ~900 MW
š©ŗJustDā”ITīØ retweeted
LATEST: ā”ļø CZ says āevery country will have to adopt crypto in one form or another, sooner or later,ā calling the internet, blockchain and AI the āthree fundamental technologiesā of his lifetime while speaking at Oxford.
š©ŗJustDā”ITīØ retweeted
$ETH has been consolidating around its support zone.
If the $2,200-$2,250 support zone holds, Ethereum could rally towards $2,350-$2,400 next week.
I like having both side by side because the chart shows me the market direction, price action, and key support and resistance levels, while the order book gives me a better view of buying and selling pressure.
Before entering a trade, I want to see where liquidity is building, whether buyers or sellers are dominating, and how price reacts around important levels.
For me, combining these two tools helps with better timing, more informed entries, and avoiding unnecessary trades.
A good setup isn't just about predicting direction it's about understanding what's happening behind the price.
The AI market has been going through a serious reality check lately.
After the recent selloff in AI-related stocks, I think investors have become more selective. Strong narratives alone are no longer enough; execution, demand, and long-term fundamentals matter more.
That's how I'm approaching the Anthropic IPO opportunity on @bitget
My plan is to focus on the public subscription round starting November 10, with an initial commitment of around 300 $USDT. I prefer a measured entry rather than putting too much capital into an uncertain market.
What makes this interesting is the flexibility.
rANT is designed to track real ANT shares at a 1:1 ratio, with the underlying shares held in custody. Once delivered, there is no lock-up, although rANT does not provide shareholder voting rights.
I'm also keeping an eye on the $ANTHROPICUSDT perpetual market. Having access to both subscription opportunities and 24/7 trading gives me different ways to approach the same AI narrative.
Of course, the recent AI correction is a reminder that volatility can continue, and ANT could even open below its offer price.
For me, the goal isn't to chase hype. It's to understand the opportunity, manage risk, and make decisions based on market conditions.
Explore the Anthropic IPO opportunity here:
bitget.com/campaigns/anthropā¦
Not financial advice. Always do your own research and only commit what you can afford to lose.
š©ŗJustDā”ITīØ retweeted
BREAKING: The US approved a Chinese firm with an empty office to handle Nvidia's AI chips, Per NYT.
The firm, New Matrix, was cleared by the Commerce Department this year to build Nvidia H200 chips into AI servers.
Its listed Beijing address is empty, and property managers have no record of it.
Chinese records link its owners to a private equity fund the US blacklisted in 2024.
The NYT says dozens of Chinese firms have been approved to handle H200 chips, and some have ties to sanctioned companies.
š©ŗJustDā”ITīØ retweeted
US officials reportedly believe Jensen Huang had a āromantic relationshipā with an alleged Chinese intelligence operative.
Truly wild to see evolution of $NVDA bear case over last 18 months:
⢠DeepSeek trained a frontier AI model on a microwave
⢠Hyperscalers are about to cut CapEx (they raised it)
⢠Custom silicon will kill the GPU (they ordered more GPUs)
⢠Circular financing is propping up entire AI industry
⢠Jensen Huang is allegedly in a situationship with Chinaās Ministry of State Security
Just crazy weāve officially reached the point where Nvidia bear case has moved from questioning AI demand to questioning Jensen Huangās dating life š
š©ŗJustDā”ITīØ retweeted
ICYMI: š Peter Schiff says the US midterms were āthe final pinā before the air comes āgushing outā of the Bitcoin bubble, arguing investors focused on an AI bubble are ignoring a Bitcoin one.
š©ŗJustDā”ITīØ retweeted
The Total Altcoin Market Cap is now sitting back at the Daily 200MA and .618 fibonacci retracement level.
It has been grinding lower since topping out in September where every rally has been sold off quickly.
Key area here to watch. If it can retake the red zone, which has been acting as a strong support/resistance level for years, that is the sign of strength the bulls wants.
If this sees no reaction here and just grinds lower then that is a sign of weakness.
š©ŗJustDā”ITīØ retweeted
BREAKING: AI-focused hedge fund VARA lost 33% in October as AI stocks took a beating, per Bloomberg.
Value Aligned Research Advisors, which runs a portfolio similar to Leopold Aschenbrennerās Situational Awareness, told investors its fund is still up 13% for the year. It fell even harder in July, plunging 44%.
š©ŗJustDā”ITīØ retweeted
šØ UPDATE: BNB Chain releases BSC-Reth hotfix v0.1.4, urging mainnet and testnet node operators to upgrade and restart.
No user action needed.
SpaceX will attempt to catch both the Super Heavy booster and Starship on the upcoming flight.
If both are successful, it will mark the first time that all parts of an orbital rocket return to Earth intact.
This is the critical breakthrough needed to make life multiplanetary.
More than a dozen flight tests and years of development, with countless hours worked by SpaceX engineers and technicians, all come down to this: the first orbital Starship launch carrying advanced Starlink satellites bound for space.
Watch āGo For Orbitā and experience the moments behind flying the most ambitious Starship mission yet
š©ŗJustDā”ITīØ retweeted
šØ ANOTHER CRYPTO EXCHANGE HAS HALTED WITHDRAWALS.
South Korean exchange GOPAX has suspended withdrawals over hacking concerns.
The exchange is moving most of its funds into offline storage to protect customer assets.
Binance invested in GOPAX back in 2023, and now, just days after the reported Binance hack, GOPAX has announced this precautionary suspension.
No timeline has been announced for withdrawals to resume.
š©ŗJustDā”ITīØ retweeted
BREAKING: š¬š· Greece approves 10% tax on crypto gains and 15% tax on staking and DeFi income, effective January 1, 2027.
š©ŗJustDā”ITīØ retweeted
BREAKING: šŗšø $2.2 TRILLION BNY JUST ANNOUNCED THEY INCREASED THEIR #BITCOIN POSITION BY OVER 77%
THEY NOW OWN OVER $201,015,183 WORTH OF BTC
WORLD'S LARGEST BANKS ARE BUYING BTC š„
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