OKX Orbit
OKX Orbit
Welcome to OKX Orbit Think. Trade. Build. Together. Daily topics. Real debates. Zero fluff. Share your views. Grow with us. Need help? → @OrbitHelpDesk
11Подписки
4,2 тыс.подписчиков
Новости
Новости
Закреплено
#OKXNOW:LiveStartingSoon
Our exclusive product event, OKX Now. See what we’ve built in action, learn from the leaders behind it, and discover what it means for you.
Make a reminder and join us live!
Закреплено
OKX Orbit Creator Incentives: Ваши вопросы, ответы
Многие создатели спрашивали, как работают стимулы для создателей на OKX Orbit. Поэтому мы подготовили четкое разъяснение некоторых из самых распространенных вопросов, чтобы помочь вам лучше понять, как работает программа и что нужно учитывать при создании контента на Orbit. Вот что вам нужно знать 👇
В: Где я могу проверить свои доходы как создатель?
В приложении OKX перейдите в Orbit > Профиль > Центр создателей. Там вы можете просмотреть свои доходы в разделе Доходы.
В: Как рассчитываются стимулы для создателей OKX Orbit? Wh
Закреплено
To Orbit Creators: Отличный контент заслуживает большего охвата
Сообщество Orbit было создано для создания и распространения криптоконтента. Наша цель — сделать Orbit местом, где создатели делятся инсайтами, исследованиями и реальным торговым опытом, одновременно укрепляя свою репутацию и влияние в криптосообществе. Чтобы поддержать это видение, мы продолжим инвестировать в качественных авторов и контент через более сильные рекомендации, большую видимость и более высокие вознаграждения для создателей. Продолжайте создавать ценный контент, и мы поможем ему охватить больше пользователей Orbit. Что делает
We're dropping another round of Doppler @doppler_fi rewards on X Launch.
Trade XDP from now till Oct 14, 10am UTC, rank amongst the top 8K traders by volume, and share a 20M XDP prize pool.
Join now: https://web3.okx.com/ul/Q3kDy6
The 6% yield question is back on the screen. PIMCO’s Dan Ivascyn has raised it as a risk scenario, not an outcome to assume.
As of October 12, the latest published US Treasury 10-year yield is still the October 9 reading: 5.24%. That is high, but still 76 bps below 6%. SIFMA recommended a full close for US dollar fixed-income trading on October 12, so this is not an October 12 bond-market close.
The signal is not panic. It is pressure.
Key data points:
• The October 7 reopening of $39B in 10-year notes cleared at a 5.300% high yield, with a 2.77 bid-to-cover ratio. Bids exceeded the amount offered, but one auction cannot tell us whether demand will hold up.
• That 5.300% is an auction yield, not the latest 10-year market yield.
• The October 8 auction of $22B in 30-year bonds cleared at 5.618%, with a 2.54 bid-to-cover ratio. It is a different maturity, not another 10-year yield reading.
• The latest CPI report covers August: headline CPI was 3.4% YoY, core CPI was 2.4% YoY, and energy prices rose 2.1% MoM. These are past readings, not a forecast for September.
The next test is September CPI, scheduled for October 14 at 8:30 am ET. After that, the Fed meets Oct 27-28, with incoming data shaping rate expectations.
For BTC, the connection is real but not mechanical. Sustained higher yields can raise financing costs, pull liquidity toward safer assets and weaken risk appetite. That can hit equities and crypto.
But BTC does not trade tick for tick with bonds. ETF flows, leverage, positioning, dollar strength and crypto-specific demand still matter. Forced bond selling could amplify a move, but it is a risk to monitor, not a confirmed explanation for every rise in yields.
The framework: track the 10-year market yield, future Treasury auctions and CPI, then observe how BTC responds as rates change. One reading or auction alone cannot decide the outlook.
6% is a scenario to monitor, not an outcome to assume. Which signal would change your view first: inflation, bond demand or BTC’s response to higher rates?
#PIMCOUS10YYield6%Risk
Trade $CNPY @CNPYNetwork on our DEX from now till Oct 16, 10am UTC for a chance to win from a 960K CNPY prize pool.
Rankings are based on trading volume, with the top 3K traders sharing the rewards.
Join now: https://web3.okx.com/ul/a6608J
Get a chance to share $250K USD worth of rewards when you provide liquidity to eligible pools across tokenized equities, precious metals, major crypto assets & stablecoins.
Ends on Oct 26, 7am UTC
Join now: https://web3.okx.com/ul/i53NnS
AI revenue is growing. So is the bill to power it.
OpenAI’s annualized revenue run rate reportedly approached $50B at the end of September, per the Financial Times. That is below a previously reported ~$68B, but the higher number included gross revenue from partners.
Different reporting bases do not mean revenue suddenly fell. A run rate annualizes recent sales, not revenue already earned over a full year.
Can demand keep up with the infrastructure behind it?
· OpenAI’s investor update reportedly showed 77% growth in its overall run rate during Q3
· Its enterprise run rate reportedly grew 107%, indicating revenue momentum, not necessarily profitability
· OpenAI and Broadcom target a 10GW deployment of custom AI accelerators, beginning in H2 2026 and finishing by the end of 2029
· That is planned capacity, not compute already online
· OpenAI published early results for Jalapeño, its chip developed with Broadcom, citing better throughput per watt and lower latency in selected tests
· Broadcom is reportedly in early talks to arrange more than $50B in financing tied to OpenAI’s custom chip purchases
This is where the AI trade gets harder.
Revenue growth is strong. But the cost side is moving fast: chips, power, data centers, custom silicon and financing.
Nvidia and Broadcom shares fell on October 8 as investors weighed the revenue report against broader pressure.
The next phase is about whether compute capacity stays utilized enough to justify the capital behind it. Early chip benchmarks can help the story, but they do not prove returns at full scale.
For crypto markets, the relevance is broader risk sentiment. Investors may reassess exposure across asset classes as they weigh AI revenue against infrastructure spending, but AI stocks and crypto do not move in lockstep. That makes revenue quality, compute utilization and financing terms worth watching without treating them as a prediction for digital asset prices.
Which signal would you watch first: revenue quality, compute utilization or financing risk?
#OpenAIRevenueVsSpend
