SDET & Trader QA(e2e uiux). ex qa veranta(ex avantisfi) | ex qa/ops 01exch.. acquired by N1Chain. quality, adoption & distribution RWA levered value allocation

Chart - Not a finacial advice
Joined April 2023
Anthropic: The S-1 numbers @AnthropicAI has filed to list on @Nasdaq under the ticker $ANT. Quarterly revenue is up 1,368% YoY to $11.6b, and the Jun-26 quarter was its first quarterly operating profit at $974m 1. The numbers • Revenue: $376m in Mar-25 to $11.6b in Jun-26, with +144% QoQ in the latest quarter • Margins: adjusted operating margin went from (221)% in Mar-25 to 19% • Customers: >11,900 paying $100K+ a year, up from >950 a year earlier, and ~250 paying $10M+ • Retention: ~900% net revenue retention (excl. @claudeai Pro/Max). This means existing customers are spending roughly 9x more than a year ago 2. Some Thoughts • Their growth seems quite concentrated since most of it is enterprise spend • Profit is one quarter old. H1-26 overall was still a $693m operating loss • Will $ANT IPO mark the end of the AI bull market soon?
2
11
475
Testerbrah retweeted
Investing is the best competitive sport because you can win by simply seeing objective truth and being patient
29
17
3
189
11,196
📣 CALL FOR JUDGES & VOLUNTEERS! 💻 We need 2 judges and 2 volunteers for Hacktoberfest Hack Day! 🚀 Both are in-person Interested in being part of the fun? Email us at 📧 [email protected] Or send me a DM ... #Hacktoberfest #HackDay #TechCommunity
1
2
100
Testerbrah retweeted
never join a startup if the founder isn't slightly delusional
237
315
77
3,767
121,468
Testerbrah retweeted
Just a little bit complete it ser!
btw 10% pull backs in bull markets are normal! 😅🤣 im not evil , ive paid with my own money bfr.
1
1
1
191
Consumer spending at gas stations is up +24% y/y, contributing nearly the entire rise in consumption. Excluding gas stations, US retail spending is growing at its slowest pace two years.
23
64
11
382
48,336
Testerbrah retweeted
Revenue can be offline, one of the greatest data /DePIN companies spun from crypto $GRASS 20%
1
1
177
Testerbrah retweeted
[ ZOOMER ] CHINA ANNOUNCES THEY WILL BUILD A NEW NATIONAL BLOCKCHAIN NETWORK, ALONGSIDE A NATIONAL INTEGRATED COMPUTING POWER NETWORK: GOVERNMENT
39
30
39
518
84,858
Testerbrah retweeted
I think about this a lot
24
265
5
2,772
71,367
Testerbrah retweeted
[ ZOOMER ] PYTH ANNOUNCES 100% OF DAO REVENUE TO BEGIN FLOWING TO BUYBACKS, AS THEY HIT $11M ARR: BLOG
15
18
11
232
34,885
Tokenized stocks have grown from less than $500M to around $2.5B in just 6 months‼️ According to @coingecko: > March 2026: ~$487M > October 2026: ~$2.58B That's roughly a 5x growth in half a year -------------------------------------------------- We're getting to the point where traditional assets are becoming available across multiple issuers, onchain trading venues and even perp markets For us as DeFi users and traders, that means: > more assets to trade > more markets and liquidity > new opportunities across spot, perps and DeFi And as more assets come onchain, I think it'll become VERY interesting to see who can capture that growth -------------------------------------------------- Personally I use coingecko.com/en/charts/rwa to track stuff like market cap, trading volume and token count across different asset types and issuers Check it out yourself to see how the market develops and where the actual activity is going
1
2
21
3,571
Testerbrah retweeted
After the breakdown below 10/10 We spent majority of november 15 to January 30 between 80.6k-97k $BTC
1
2
103
Testerbrah retweeted
You just need that one ADHD person on your team who gets frustrated by every source of slowness and optimizes everything to be faster
116
189
82
3,118
103,089
We’ve lost an icon. Margaret Hamilton, a computer science pioneer best known for her work at MIT leading development of the flight software for the Apollo missions to the moon, has died at 90. Read about her legacy via MIT News: news.mit.edu/2026/margaret-h…
303
8,841
777
29,240
1,568,267
Last week some of South Korea's biggest banks were hit by a cyberattack. Thanks to a report from CrowdStrike tonight, we now know the entire hack may have been done by a single person. He used a combined stack of an open-source AI penetration tool named ARTEX, DeepSeek v4.1-Flash, GLM-5.3, Grok 4.6, and Claude Code.
180
692
308
6,133
1,885,989
Testerbrah retweeted
Your job is NOT: -To find a trade every single day -Constantly be in a position -Or just staring at a screen, pressing buttons
You know the rules. You break them anyway. Overtrading isn't a discipline problem. It's a structure problem. New episode on why you overtrade, and how to actually stop. Check it out below
42
59
5
673
50,373
Testerbrah retweeted
[ ZOOMER ] OKX RAISES AT A $25B VALUATION: BBG
9
10
8
208
30,822
Testerbrah retweeted
you need to be smart enough to buy roughly the right bags at a good price but then retarded enough to let it go up a lot without selling
116
132
36
1,558
96,638
Testerbrah retweeted
THE BLOCK: S&P Global Ratings has launched a new risk assessment framework for onchain lending vaults as deposits in the sector reach $10 billion, up from $1.5 billion two years ago. The framework will assess credit, liquidity, curator, blockchain, protocol, security, and governance risks, with initial vault assessments to follow.
14
26
13
180
37,845