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A call on X

@korea_si

posted 2026-11-02 00:36:53.600 UTC

๐Ÿšจ๐Ÿ‘“ <์ผ์š”์ผ ์ฃผ๋ง ์žฅ์™ธ์‹œ์žฅ ์š”์•ฝ> ๊ธˆ์š”์ผ ๊ธฐ์ˆ ์ฃผ ํญ๋ฝ์˜ ์ž”ํ•ด๋ฅผ ์ค๋Š” ๋งค์ˆ˜์„ธ๊ฐ€ ๋‚˜ํƒ€๋‚˜๋ฉฐ ์ฃผ์‹ ๋ฐ ETF์˜ 80% ์ด์ƒ์ด ๊ธˆ์š”์ผ ์ข…๊ฐ€๋ณด๋‹ค ์ƒ์Šนํ•˜๋ฉฐ ํšŒ๋ณต์„ธ๋ฅผ ๋ณด์ด๊ณ  ์žˆ์Œ. ๋ฉ”๋ชจ๋ฆฌ ์นฉ, AI ์ธํ”„๋ผ, ์•”ํ˜ธํ™”ํ ๊ด€๋ จ ์ข…๋ชฉ ์ „๋ฐ˜์œผ๋กœ ์ƒ์Šน์ด ํ™•์‚ฐ๋˜๊ณ  ์žˆ์ง€๋งŒ, ๊ธˆ์š”์ผ ํญ๋ฝ์˜ ์ผ๋ถ€๋งŒ ํšŒ๋ณต๋œ ์ˆ˜์ค€. ๋ฉ”๋ชจ๋ฆฌ ๋ถ„์•ผ๊ฐ€ ๊ฐ€์žฅ ๋šœ๋ ทํ•œ ๊ฐ•์„ธ๋ฅผ ๋ณด์ด๋Š” ์˜์—ญ ์ค‘ ํ•˜๋‚˜์ž„. $MU๋Š” 2.23% ์ƒ์Šนํ–ˆ์œผ๋ฉฐ, ๋ฉ”๋ชจ๋ฆฌ ์ค‘์‹ฌ $DRAM ETF๋Š” 2.20% ์˜ฌ๋ž์Œ. $SNDK, $WDC, $STX๋Š” ๋ชจ๋‘ 1% ์ด์ƒ ๋†’์•„์กŒ์Œ. ๊ด‘ ๋„คํŠธ์›Œํ‚น ๊ด€๋ จ ์ข…๋ชฉ๋„ ๋งˆ์ฐฌ๊ฐ€์ง€์ธ๋ฐ, $LITE์™€ $AAOI ๋ชจ๋‘ ๊ธˆ์š”์ผ ์ข…๊ฐ€๋ณด๋‹ค ์ƒ์Šนํ–ˆ์Œ. ๋ฐ˜๋“ฑ์€ ๋ฉ”๋ชจ๋ฆฌ ๋ถ„์•ผ๋ฅผ ๋„˜์–ด ํ™•์žฅ๋˜๊ณ  ์žˆ์Œ. $AMD๋Š” 1.52% ์ƒ์Šนํ–ˆ๊ณ  $MRVL์€ 1.22% ์˜ฌ๋ž์œผ๋ฉฐ, $GOOGL์€ 1.37% ๋†’์•„์กŒ์Œ. ํ•˜์ง€๋งŒ ๋ชจ๋“  ์ฃผ์š” ์ข…๋ชฉ๋“ค์ด ํ•จ๊ป˜ ์›€์ง์ธ ๊ฒƒ์€ ์•„๋‹˜. $NVDA๋Š” ๋ฏธ์„ธํ•œ ์›€์ง์ž„์— ๊ทธ์ณค๊ณ  $AAPL๋„ ์‹ค์ ์„ ์•ž๋‘๊ณ  ์†Œํญ ํ•˜๋ฝ. ๋„ค์˜คํด๋ผ์šฐ๋“œ ์ข…๋ชฉ๋“ค๋„ ๋งค์ˆ˜์„ธ๊ฐ€ ๋‚˜ํƒ€๋‚ฌ์Œ. $NBIS๋Š” 1.73% ์ƒ์Šนํ–ˆ๊ณ  $IREN์€ 1.62% ์˜ฌ๋ž์œผ๋ฉฐ, $CRWV๊ฐ€ +0.80%๋กœ ๋’ค๋”ฐ๋ž์Œ. ๋‹ค๋งŒ AI ์ง€์ถœ, ์ž๊ธˆ ์กฐ๋‹ฌ ๋น„์šฉ, ๋ฏธ๋ž˜ ์ˆ˜์ต์— ๋Œ€ํ•œ ๋…ผ์Ÿ์€ ์—ฌ์ „ํžˆ ํ•ด๊ฒฐ๋˜์ง€ ์•Š๊ณ  ์žˆ์Œ. ์•”ํ˜ธํ™”ํ ๊ด€๋ จ ์ฃผ์‹๋“ค์€ ๋น„ํŠธ์ฝ”์ธ์ด 78,000๋‹ฌ๋Ÿฌ ์œ„๋กœ ํšŒ๋ณตํ•œ ๋•๋ถ„์— ์ง€์ง€๋ฅผ ๋ฐ›์•˜์Œ. $MSTR์€ 3.12% ์ƒ์Šนํ–ˆ์œผ๋ฉฐ, $COIN์ด +2.26%๋กœ ๋’ค๋”ฐ๋ž์Œ. $BMNR๊ณผ $CRCL๋„ ์ƒ์Šนํ–ˆ์ง€๋งŒ, $PURR์€ โˆ’1.95%๋กœ ๋ฐ˜๋Œ€๋กœ ์›€์ง์ž„. ๋ฐ˜๋“ฑ์€ ๋ฐ”์ด๋‚ธ์Šค๊ฐ€ ํ•ดํ‚น ์ดํ›„ ์ถœ๊ธˆ์„ ์žฌ๊ฐœํ•˜๋ฉด์„œ ๋‚˜ํƒ€๋‚ฌ์ง€๋งŒ, ์‹ ๋ขฐ๋Š” ์—ฌ์ „ํžˆ ํ…Œ์ŠคํŠธ ์ค‘์ž„. ๋กœ์ดํ„ฐ๋Š” ์ผ์š”์ผ ์ˆœ์œ ์ถœ์•ก์ด 35์–ต ๋‹ฌ๋Ÿฌ ์ด์ƒ์ด๋ผ๊ณ  ๋ณด๋„ํ•˜๊ธฐ๋„ ํ•จ. Anthropic์€ 1์กฐ 8,040์–ต ๋‹ฌ๋Ÿฌ์˜ ๊ฐ€์น˜๋กœ ํ‰๊ฐ€๋˜๋ฉฐ ๊ธˆ์š”์ผ ์ข…๊ฐ€ ๋Œ€๋น„ 4.35% ์ƒ์Šน. OpenAI๋Š” ์ž๊ธˆ์กฐ๋‹ฌ ๋ชฉํ‘œ๋ฅผ 100์–ต ๋‹ฌ๋Ÿฌ ์ค„์˜€๋‹ค๋Š” ๋ณด๋„์— 2.27% ํ•˜๋ฝํ•จ. ์ง€์ •ํ•™์  ์š”์ธ์€ ์—ฌ์ „ํžˆ ์ฃผ์š” ๋ณ€์ˆ˜์ž„. ์ด๋ž€๊ณผ ์นดํƒ€๋ฅด ์ค‘์žฌ์ž๋“ค์ด ์ผ์š”์ผ์—๋„ ํšŒ๋‹ด์„ ์ด์–ด๊ฐ”๊ณ  ํŠธ๋Ÿผํ”„๋Š” ํ™”์š”์ผ ์ค‘๊ฐ„์„ ๊ฑฐ ์ „์— ๋ฏธ๊ตญ์˜ ๊ณต๊ฒฉ์€ ์—†์„ ๊ฒƒ์ด๋ผ๊ณ  ๋ฐํ˜”์Œ. ์™ธ๊ต์ ์ธ ์ˆจํ†ต ํ™•๋ณด๊ฐ€ ์‹œ์žฅ ์‹ฌ๋ฆฌ์— ๋„์›€์ด ๋˜๊ณ  ์žˆ๋Š” ๋“ฏํ•˜๋ฉฐ WTI๋Š” ๊ธˆ์š”์ผ ๋Œ€๋น„ 1.38% ํ•˜๋ฝํ•จ. ๋‹ค๋งŒ ์ตœ์ข… ํ•ฉ์˜๋Š” ์—†์—ˆ์œผ๋ฉฐ ๋ฏธ๊ตญ ์ค‘๊ฐ„์„ ๊ฑฐ ํ›„ ์žฌ๊ฐœ๋  ์ˆ˜ ์žˆ๋Š” ๊ณต์Šต ๊ฐ€๋Šฅ์„ฑ์€ ์—ฌ์ „ํ•จ. ์ถœ์ฒ˜: Liquid
We saved these words the moment we read them. They can't be changed here.
$MUStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$4.48Mnow+1.3%best1.01ร—1h+0.6%24hin 21h
  • price read from Uniswap v3 pool 0xd057b1โ€ฆ35e5 at block 103804931
  • USDG counted as one dollar
$GOOGLStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$7.46Mnow+0.4%best1.01ร—1h+0.5%24hin 21h
  • price read from Uniswap v3 pool 0x8c2b43โ€ฆb673 at block 103804931
  • ETH priced in USDG at Uniswap v3 pool 0x52e65bโ€ฆ71ca
  • 3 GOOGL at burn addresses not counted in supply
$CRWVStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$420.4Know+0.4%best1.00ร—1h+0.4%24hin 21h
  • price read from Uniswap v4 pool 0x23701447โ€ฆ9c4b at block 103804931
  • USDG counted as one dollar
$MRVLStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$212.2Know+1.2%best1.02ร—1h+1.5%24hin 21h
  • price read from Uniswap v3 pool 0x5201eaโ€ฆa98b at block 103804931
  • ETH priced in USDG at Uniswap v3 pool 0x52e65bโ€ฆ71ca
$COINStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$3.06Mnow+0.5%best1.01ร—1h+0.5%24hin 21h
  • price read from Uniswap v3 pool 0x6707aeโ€ฆ183a at block 103804931
  • ETH priced in USDG at Uniswap v3 pool 0x52e65bโ€ฆ71ca
$AMDStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$2.19Mnow+0.5%best1.01ร—1h+0.5%24hin 21h
  • price read from Uniswap v4 pool 0xe6e17efdโ€ฆfd82 at block 103804931
  • quote priced in USDG at Uniswap v4 pool 0xfe2a80bbโ€ฆ26cd
$LITEStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$129.7Know+3%best1.03ร—1h+2.4%24hin 21h
  • price read from Uniswap v3 pool 0xe9a947โ€ฆ7633 at block 103804931
  • USDG counted as one dollar
$BMNRStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$97.9Know+1.2%best1.00ร—1h+0.9%24hin 21h
  • price read from Uniswap v3 pool 0x5d7909โ€ฆed5e at block 103804931
  • only one pool could be read, so no second pool confirms it
  • ETH priced in USDG at Uniswap v3 pool 0x52e65bโ€ฆ71ca
$NBISStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$404.5Know+1.2%best1.01ร—1h+1.2%24hin 21h
  • price read from Uniswap v4 pool 0x7c2f9ce1โ€ฆ4f0c at block 103804931
  • only one pool could be read, so no second pool confirms it
  • USDG counted as one dollar
$AAPLStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$3.86Mnow0%best1.00ร—1hโˆ’0.3%24hin 21h
  • price read from Uniswap v4 pool 0xeab0adacโ€ฆc2e4 at block 103804931
  • quote priced in USDG at Uniswap v4 pool 0xfe2a80bbโ€ฆ26cd
$SNDKStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$1.29Mnow+1.3%best1.01ร—1h+1.3%24hin 21h
  • price read from Uniswap v4 pool 0x2707cb88โ€ฆea24 at block 103804931
  • USDG counted as one dollar
$NVDAStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$18.31Mnow+1.3%best1.01ร—1h+1.4%24hin 21h
  • price read from Uniswap v3 pool 0x62ab52โ€ฆ6b6c at block 103804931
  • ETH priced in USDG at Uniswap v3 pool 0x52e65bโ€ฆ71ca
$CRCLStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$10.71Mnow+0.6%best1.01ร—1h+0.9%24hin 21h
  • price read from Uniswap v3 pool 0x654e41โ€ฆ95a8 at block 103804931
  • USDG counted as one dollar
$MSTRStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$7.71Mnow0%best1.00ร—1h+0.1%24hin 21h
  • price read from Uniswap v4 pool 0x319bac87โ€ฆ7cfe at block 103804931
  • USDG counted as one dollar
$IRENStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$154.3Know+0.3%best1.00ร—1h+0.3%24hin 21h
  • price read from Uniswap v4 pool 0x2566088fโ€ฆ1e9f at block 103804931
  • only one pool could be read, so no second pool confirms it
  • USDG counted as one dollar
$WDCStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block103,804,931market cap then$118.5Know+0.5%best1.00ร—1h+0.5%24hin 21h
  • price read from Uniswap v4 pool 0xa4a0d1f0โ€ฆb149 at block 103804931
  • only one pool could be read, so no second pool confirms it
  • USDG counted as one dollar
$5.00M23:4000:3401:2802:2203:15@korea_si called it at $4.48M
Market cap from the pool's own swaps, one candle a minute, logarithmic. Each face is a call, placed at the block and the market cap it was made at. Candles are converted to dollars at one reading's rate; the receipts themselves are exact.