𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗘𝗧𝗙 𝗙𝗹𝗼𝘄 (𝗨𝗦$ 𝗺𝗶𝗹𝗹𝗶𝗼𝗻) – 2026-11-05 TOTAL NET FLOW: -430.2 IBIT: -105 FBTC: -199.9 BITB: 0 ARKB: -18.9 BTCO: 0 EZBC: -32.9 BRRR: 0 HODL: -23.6 BTCW: 0 MSBT: 0 GBTC: -49.9 BTC: 0

TensorFold 1.2.6 is out. 🚀 The big one here is the prompt cache under multi-agent load. In the 16-agent Qwen3.8-27B + DFlash2 test, median follow-up time to first token dropped: • M3 Ultra: 546s → 15.9s • GB10: 105s → 25.8s Each agent started with a ~17k-token prompt. Same replies throughout that test. Also in this release: • Flash Next cold prompts finish 29 to 41% sooner on HIP, measured on the Radeon 8060S. • GLM-5.3-Flash single-stream code decoding is 32% faster on two GB10s at TP=2. • Opt-in DSpine-b16 drafting from Tencent for Qwen3.8-27B on CUDA. • An image-generation API for image-capable engines, local Unix sockets and tool-call fixes. One upgrade note: kept prompt states need a fresh prefill after updating. Massive thanks to everyone contributing code, testing on their hardware and reporting the things that need fixing. I really appreciate the time you all put into this. @andersjw_ @Bizuayeu @defilan @devopsfortunato @unigilby @jvr0x @teleogen And on GitHub: abm9111, AbrahamCete, akol1, BobClawblaw, chadhurley25075-png, davidtai, ElderOrb, jschmied, kotevcode, Mirrdhyn, mrv777, ppardus, robertung88 and volfco. @petruspennanen @volatilemarkts @plotarmordev @MiaAI_lab

$SHOP reported Q3 non-GAAP earnings of $0.49 per share, beating estimates by $0.03, on revenue of $3.74B. $IGV For Q4, Shopify expects revenue to grow at a low-thirties percentage rate, with stock-based compensation projected at $155M. Shopify: Revenue growth = 32.5% Gross margin = near 48% Net margin = 14.5% Forward non-GAAP PEG ratio = 2.68 P/E = 105x Seeking Alpha Quant Rating for Shopify: Hold. Can strong top-line growth turn into sustainable margin expansion at 105x earnings?

$VRDN（Viridian Therapeutics） 5.2.1 快照：现价24.27｜市值2.75B｜52周区间13.18到34.29｜现金及等价物212.4M｜短期投资662.3M｜流动性合计874.7M｜季度经营现金流出105.3M｜跑道8.3个季度约2.1年｜年度收入70.8M｜净利润-342.6M｜研发338.9M｜资本支出-0.5M｜季度收入0.3M｜季度净利润-127.1M｜流动比率1264.9%｜毛利率100.0%｜营业利润率-512.91%｜技术选股A组分数78、硬条件命中、获利盘95.52%、套牢盘4.48%、90%集中度20.16（来源Nasdaq财报接口与技术选股 10/29/2026） 5.2.2 主营业务与产品技术亮点：专注甲状腺眼病等自身免疫罕见病抗体药物开发，属生物医药创新大类创新药基因子行业；核心管线为长效IGF-1R抗体，走皮下注射路线以替代静脉给药；管线形态为单一适应症深耕加多适应症拓展；客户与产业链位置为自研自产、面向专科内分泌与眼科渠道（业务描述，无数字） 5.2.3 事件促发点：FDA批准Lumvoa后估值重估讨论，已发生2026-10-28，量级中等，利多（来源Google News Simply Wall St 10/28/2026）；财报日未在数据块未来5日日历中列出，暂无已公开促发点 5.2.4 大行研报与消息汇总：Nasdaq分析师库买入12家持有0家卖出0家，目标价均值34.11、区间22.0到41.0，距现价约40.5%（来源Nasdaq分析师库 10/29/2026）；消息面Simply Wall St称FDA批准Lumvoa后估值仍偏低（来源Google News 10/28/2026）；头部机构专项目标价本次未采集 5.2.5 关键价位、触发与失效：日线支撑筹码峰22.0距现价10.32%｜日线压力20日高24.42距现价0.62%｜周线支撑周线MA10 21.46距现价11.58%｜周线压力52周高34.29距现价41.29%（来源个股筹码四元组 10/29/2026）；触发为放量站稳24.42；失效为跌破22.0；资金共振同向2项 5.2.6 情景：牛档34.29（周线压力52周高，从现价空间41.29%）；基准档24.42（日线压力20日高）；熊档21.46（周线支撑周线MA10） 5.2.7 结论：可买，1到2周期望先看24.42再看34.29，赔率约1比2以上，建议半仓，最大风险为临床与商业化节奏不及预期。

India has a massive rural internet connectivity gap, and this is exactly where Starlink makes a difference More than 900 MILLION people live in rural India, where reliable, high-speed internet remains difficult to access in many communities Just look at the rural internet subscription numbers from TRAI (September 2022): • Bihar — 28 per 100 people • Madhya Pradesh — 28 • Uttar Pradesh — 29 • Jharkhand — 32 • Chhattisgarh — 33 • Assam — 34 Across India, rural areas averaged just 38 internet subscriptions per 100 people, compared to 105 in urban areas That is an ENORMOUS connectivity gap And this is exactly where Starlink makes a real difference Traditional internet infrastructure is expensive and difficult to expand into remote villages, mountainous regions and other hard-to-reach areas Starlink delivers high-speed internet directly from space, connecting communities to education, healthcare, businesses, and economic opportunities that were previously difficult to access For nearly FIVE YEARS, Elon Musk and the Starlink team have been working to bring this technology to India Yet not able to serve a single commercial service, it is still waiting on final clearances and spectrum assignment For millions of Indians, better internet access means opportunities they never had before Starlink is ready to help connect them India needs Starlink

CARMAX $KMX Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.9B (Est. $7.01B) 🟢; +19.5% YoY 🔹 EPS: $1.16 (Est. $0.74) 🟢; +81.3% YoY 🔹 Net Earnings: $165.3M (Est. $106M) 🟢; +73.3% YoY 🔹 Total Gross Profit: $799.5M; +11.4% YoY Q2 Metrics: 🔹 Retail Used Units: 227,391; +13.8% YoY 🔹 Comp Used Units: +13.0% 🔹 Wholesale Units: 160,344; +15.9% YoY 🔹 GP per Retail Unit: $2,105 🔹 GP per Wholesale Unit: $858 🔹 CAF Income: $135.6M; +32.1% YoY 🔹 SG&A: $628.6M; +4.6% YoY 🔹 Used Vehicle Revenue: $6.3B; +19.7% YoY 🔹 Wholesale Revenue: $1.4B; +18.2% YoY Key Updates: 🔹 Share Repurchases: Plans to resume in Q3 FY ’27; $1.31B authorization remaining 🔹 Strategic Update: November 3 Comments: 🔸 “We delivered 81% EPS growth as we strengthened our price competitiveness, increased Extended Protection Plan margins, expanded CAF’s share of Tier 2 originations, continued to enhance our digital experience, and drove material SG&A leverage.”

👶 Total weeks of paid leave for new parents: 1. 🇸🇰 Slovakia: 192 2. 🇫🇮 Finland: 177 3. 🇭🇺 Hungary: 171 4. 🇰🇷 South Korea: 119 5. 🇱🇻 Latvia: 105 6. 🇳🇴 Norway: 101 7. 🇱🇹 Lithuania: 92 8. 🇬🇷 Greece: 92 9. 🇪🇪 Estonia: 87 10. 🇱🇺 Luxembourg: 74 11. 🇦🇹 Austria: 73 12. 🇫🇷 France: 72 13. 🇨🇿 Czechia: 71 14. 🇸🇪 Sweden: 70 15. 🇩🇪 Germany: 67 16. 🇯🇵 Japan: 66 17. 🇵🇱 Poland: 63 18. 🇸🇮 Slovenia: 63 19. 🇮🇹 Italy: 63 20. 🇨🇦 Canada: 56 21. 🇧🇪 Belgium: 54 22. 🇵🇹 Portugal: 53 23. 🇩🇰 Denmark: 52 24. 🇮🇸 Iceland: 52 25. 🇮🇪 Ireland: 42 26. 🇬🇧 UK: 41 27. 🇳🇱 Netherlands: 40 28. 🇪🇸 Spain: 32 29. 🇨🇱 Chile: 31 30. 🇳🇿 New Zealand: 26 31. 🇨🇴 Colombia: 21 32. 🇦🇺 Australia: 20 33. 🇨🇷 Costa Rica: 19 34. 🇹🇷 Türkiye: 17 35. 🇨🇭 Switzerland: 16 36. 🇮🇱 Israel: 15 37. 🇲🇽 Mexico: 12 38. 🇺🇸 USA: 0 The OECD average is 65 weeks, counting maternity, paternity and shared leave combined. Slovakia, Finland and Hungary each offer more than three years, mostly as long shared leave that either parent can take. South Korea stands out with 54 weeks reserved for fathers, the most of any country. These figures show how long leave lasts, not how much it pays. Much of the longest leave is paid at low flat rates, while shorter schemes are often closer to full salary. The US is the only OECD country with no national paid parental leave. Source: OECD, 2024 data

ZEROBASE WEEKLY 8.3–8.9 ZBT traded with elevated volatility this week, ranging overall in the $0.10–$0.21 zone. It opened near $0.116–$0.122 on August 3, saw a sharp mid-week spike (reaching highs around $0.19–$0.207 on August 6–7 amid higher volume), then pulled back to close near $0.104–$0.105 by August 9. Despite the swings, liquidity remained functional and volumes were solid on the upside days. The broader crypto market showed resilience and modest net gains amid ongoing geopolitical noise and supportive macro data. Total cryptocurrency market capitalization held in the $2.20T–$2.22T range, ending near $2.21T. Bitcoin opened the week near $63,460–$63,500 on August 3, dipped to a low around $62,200–$62,300 early in the period, then steadily recovered. It reached a weekly high near $65,300–$65,370 on August 7 before consolidating and closing the week in the $64,900–$65,150 zone (around $65,000–$65,140 levels by August 9). This represented a net gain of roughly 4–5% from the weekly low. Ethereum moved in parallel, starting around $1,860, dipping toward $1,830 before rebounding and settling near $1,910–$1,925 by week’s end — a gain of approximately 4–5% from the low. Derivatives metrics reflected improving but still cautious sentiment. Open interest stabilized, 24-hour liquidations stayed moderate outside of short-covering spikes mid-week, and funding rates on major pairs hovered near neutral to mildly positive as prices recovered. Macro and geopolitical developments dominated early headlines. Ongoing U.S.-Iran tensions, shipping disruptions and incidents in the Strait of Hormuz, Houthi-related threats, and related Middle East dynamics kept energy markets sensitive. Oil prices retreated sharply early in the week after signals of paused strikes and renewed diplomatic channels (including Oman/Qatar mediation efforts): WTI fell toward the low-$80s and Brent dropped from near $97 levels toward the high-$80s on August 3, later fluctuating lower amid supply and negotiation news. These moves eased some inflation and risk-off pressure. U.S. labor market data provided a clear positive catalyst later in the week. July nonfarm payrolls unexpectedly declined by 23,000 (versus expectations of solid gains), the weakest reading in some time. This tempered near-term rate-hike concerns and supported risk assets into the weekend. (July CPI data is scheduled for release on August 12.) U.S. equity markets posted strong weekly gains and multiple record closes. The S&P 500 rose approximately 3.5–3.6% for the week, finishing near 7,758 after setting new highs. The Nasdaq Composite gained roughly 5.2%, driven by technology and AI-related strength, while the Dow advanced about 3%. Soft jobs data, lower oil, and solid earnings momentum fueled the advance. Institutional participation strengthened notably. U.S. spot Bitcoin ETFs recorded robust net inflows of approximately $850 million–$1.1 billion for the week (one of the strongest weeks since April), with consistent daily positives and BlackRock’s IBIT leading. Ethereum ETFs also posted meaningful positive flows (around $200–$250 million range). Crypto Fear & Greed Index remained in fear territory, fluctuating in the high-20s to low-30s (ending near 31–32). On-chain data offered constructive undercurrents. Long-term holder accumulation continued at current levels, exchange netflows showed reduced selling pressure during the rebound, and whale activity indicated building support around the $62k–$64k Bitcoin zone amid the recovery. In summary, the August 3–9 period delivered a measured upside recovery in spot crypto prices, supported by strong ETF inflows, softer U.S. jobs data, and easing energy prices after early geopolitical spikes. Equity markets hit fresh records while sentiment stayed cautious due to Middle East risks and the still-elevated Fear & Greed readings. With institutional flows turning decisively positive and on-chain trends constructive, the market continues to consolidate higher within a complex macro and geopolitical backdrop.