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Backcom.io Global

Backcom.io Global

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Backcom.io - Backcom.io – Crypto & Forex Trading Fee Cashback Platform Website: https://backcom.io/en Backcom App: https://app.backcom.io Backcom Bot: @BackcomOfficialBot Support: @TM_Backcom

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📈 Telegram 频道 Backcom.io Global 的分析概览

频道 Backcom.io Global (@backcomglobal) 英语 语言赛道中的 是活跃参与者。目前社区聚集了 24 904 名订阅者,在 加密货币 类别中位列第 4 503,并在 马来西亚 地区排名第 1 377 位。

📊 受众指标与增长动态

自 невідомо 创建以来,项目保持高速增长,吸引了 24 904 名订阅者。

根据 23 十月, 2026 的最新数据,频道保持稳定运转。过去 30 天订阅人数变化为 -559,过去 24 小时变化为 -56,整体触达仍然可观。

  • 认证状态: 未认证
  • 互动率 (ER): 平均受众互动率为 0.79%。内容发布后 24 小时内通常能获得 0.60% 的反应,占订阅者总量。
  • 帖子覆盖: 每篇帖子平均可获得 198 次浏览,首日通常累积 151 次浏览。
  • 互动与反馈: 受众积极参与,单帖平均反应数为 3。
  • 主题关注点: 内容集中在 fed, etf, liquidity, eth, leverage 等核心主题上。

📝 描述与内容策略

作者将该频道定位为表达主观观点的平台:
“Backcom.io - Backcom.io – Crypto & Forex Trading Fee Cashback Platform Website: https://backcom.io/en Backcom App: https://app.backcom.io Backcom Bot: @BackcomOfficialBot Support: @TM_Backcom”

凭借高频更新(最新数据采集于 24 十月, 2026),频道始终保持新鲜度与高覆盖。分析显示受众积极互动,使其成为 加密货币 类别中的关键影响点。

24 904
订阅者
-5624 小时
-2077 天
-55930 天
帖子存档
🔈 30/6: NGÀY THỊ TRƯỜNG CHỜ TÍN HIỆU TỪ STRATEGY 🖤 Cổ phiếu ưu đãi STRC của Strategy đang rơi khá mạnh, hiện giao dịch quan
🔈 30/6: NGÀY THỊ TRƯỜNG CHỜ TÍN HIỆU TỪ STRATEGY 🖤 Cổ phiếu ưu đãi STRC của Strategy đang rơi khá mạnh, hiện giao dịch quanh $73–75, thấp hơn nhiều so với mốc $100 mà sản phẩm này muốn duy trì để hút vốn mua Bitcoin. 🖤 Ngày 30/6 đáng chú ý vì Strategy sẽ cập nhật mức cổ tức hàng tháng cho STRC. Hiện cổ tức danh nghĩa đang ở mức 11.5%/năm và đã giữ nguyên suốt 4 tháng liên tiếp, trong khi giá STRC giảm sâu. 🖤 Ở vùng giá hiện tại, nhà đầu tư đang đòi lợi suất thực tế gần 15%. Thị trường cho rằng mức cổ tức hiện tại chưa đủ hấp dẫn so với rủi ro. 🖤 Nếu Strategy tăng cổ tức danh nghĩa → chi phí gọi vốn sẽ cao hơn. 🖤 Nếu không tăng → STRC có thể tiếp tục mất niềm tin, khiến kênh huy động vốn mới để mua Bitcoin bị tắc. STRC là một trong những kênh quan trọng giúp Michael Saylor gọi vốn mua thêm Bitcoin. Tuy nhiên khi giá rơi quá xa mốc $100, thị trường không chỉ nhìn vào cổ tức nữa. Thị trường đang theo dõi xem “cỗ máy gọi vốn mua Bitcoin” của Saylor còn chạy tốt không — hay đang đợi “Ponzi” sắp kết thúc? @BackcomGlobal

🏠 OKX PARTNERS WITH ICE (NYSE PARENT) TO ESTABLISH MAJOR JOINT VENTURE OKX and ICE (Intercontinental Exchange — parent company of the New York Stock Exchange - NYSE) have established a 50/50 joint venture to bridge traditional financial markets with the crypto ecosystem. The joint venture will operate as a U.S.-registered broker-dealer and futures commission merchant (FCM), pending regulatory approval. ✔️ Key objectives: 🖤 Bring ICE futures markets and NYSE tokenized equities to OKX’s 120 million users. 🖤 Targeted rollout in the second half of 2026. 👤 Co-chaired by: 🖤 Andrew Cuomo — former Governor of New York 🖤 Trabue Bland — Senior Vice President of Futures Markets at ICE This deal follows ICE’s strategic investment in OKX in March 2026, which valued the company at $25 billion and secured ICE a seat on OKX’s board of directors. @BackcomGlobal

🔸 BINANCE TEMPORARILY BANNED FROM PROVIDING SERVICES IN THE EU MARKET Binance is forced to temporarily suspend services acro
🔸 BINANCE TEMPORARILY BANNED FROM PROVIDING SERVICES IN THE EU MARKET Binance is forced to temporarily suspend services across the European Union starting July 1, 2026, because it failed to obtain the MiCA license before the deadline. 🏙 Main reasons: 🖤The license application submitted in Greece was rejected. 🖤 Binance has withdrawn the application and will resubmit in another EU country. 🖤 Regulatory authorities in Greece, Ireland, and Latvia expressed concerns over Binance’s complex legal history (including fines related to money laundering), complex corporate structure, and high-risk culture. Yi He (Co-CEO of Binance) stated that this is a normal regulatory challenge for a new industry (comparing it to Uber and Airbnb). She affirmed that the EU remains an important market despite accounting for only a small percentage of volume, and Binance is committed to close cooperation with regulators to build trust and comply with the highest standards. @BackcomGlobal

🌐 EXPERIENCE OKX VIP 1 NOW WITH BACKCOM.IO 🟢 Only 05 Golden Tickets left for OKX traders who want to upgrade their trading
🌐 EXPERIENCE OKX VIP 1 NOW WITH BACKCOM.IO 🟢 Only 05 Golden Tickets left for OKX traders who want to upgrade their trading experience. 👍 Bros, who trading on OKX only need to switch / enter Backcom.io’s referral code for your OKX account at HERE 🖤 Fill in the form as follows: Invite Code → Enter: VIPBACKCOM Reason For Joining → Enter:
I was invited by an affiliate but forgot to add the code when signing up
After submitting, please wait for approval within 1 day Once approved, OKX will send you an in-app notification. 👍 Then, message Admin @jacklambo to get upgraded to OKX VIP 1 immediately.
⚡️ Better trading experience ⚡️ VIP privileges ⚡️ Exclusive Backcom.io support
Only 05 Golden Tickets left - First come, First served (FCFS) 😎 @BackcomGlobal

🔥 EXCLUSIVE EVENT FOR KOL BRANCH – BINGX 🎁 Exclusive VIP offers are waiting for KOLs and the community! Just Create your re
🔥 EXCLUSIVE EVENT FOR KOL BRANCH – BINGX 🎁 Exclusive VIP offers are waiting for KOLs and the community! Just Create your referral link right at the event and enjoy special benefits from BingX: 🔴 Easy VIP upgrade 🔴 Lower trading fees + many VIP privileges 🔴 Exclusive opportunity for the KOL branch ➡️ JOIN NOW & CREAT YOUR REFERRAL LINK 💰 Earn stable passive income from referrals + enjoy high-tier VIP benefits. This exclusive opportunity is not for everyone. Don't miss out! 🔀 If you don’t have an account yet, register HERE (Prerequisite) OR: Enter referral code "DEQWVR0B" when creating your account to receive trading fee cashback
🖤 Mechanism: Automatic 50% daily trading fee rebate
⚪️ If you already have an account but haven’t received trading fee cashback yet, message Admin @TM_Backcom for support @BackcomGlobal #BingX

🔥 ARE THE MEMORIES OF LEHMAN BROTHERS COMING BACK? Lee Robinson – the fund manager who reportedly made around 900% during th
🔥 ARE THE MEMORIES OF LEHMAN BROTHERS COMING BACK? Lee Robinson – the fund manager who reportedly made around 900% during the 2008 financial crisis by betting against the collapse of the U.S. subprime mortgage market – is now warning about a new risk in the financial system:
“The private credit market, worth roughly $1.8 trillion.”
What stands out is that Private Credit has grown rapidly in recent years, becoming an alternative source of funding to traditional banks for many businesses. But the problem lies here: 🖤 The market is getting bigger 🖤 Transparency is lower than in public bond markets 🖤 Liquidity risk may be underestimated 🖤 Many insurers and financial institutions are becoming more deeply connected to this sector According to Robinson, the current environment somewhat resembles the period before the Lehman Brothers collapse in 2008.
On the surface, markets still look relatively calm, credit spreads remain low, but underneath, may be quietly building up.
🔻He is not saying with certainty that private credit will become the “next Lehman Brothers.” Instead, he is warning that this could become a major weak spot if the economy falls into recession or if corporate defaults rise sharply. 🔻 More importantly, Robinson is not directly shorting private credit. Instead, he is betting on the potential spillover effects through insurance companies linked to this sector, using credit default swaps. @BackcomGlobal

🚨 WARNING: ZachXBT Suspects AscendEX is Facing Liquidity Issues – Delayed Withdrawals! On-chain detective ZachXBT has issued
🚨 WARNING: ZachXBT Suspects AscendEX is Facing Liquidity Issues – Delayed Withdrawals! On-chain detective ZachXBT has issued a warning to the community about the centralized exchange AscendEX (formerly Bitmax). Details: 🟢 Multiple users have reported that withdrawal requests are being delayed for many days to several weeks, and in some cases, not processed at all. 🟢 After checking the exchange’s hot wallets on Arkham and TRM Labs, ZachXBT found a significant shortage of major tokens such as $ETH, $USDT, $SOL... 🟢 This suggests the platform may be facing liquidity problems. About AscendEX: 🟣 Founded in 2018 by George (Jing) Cao and Ariel Ling. 🟣 In December 2021, the exchange was hacked by the Lazarus Group, with estimated losses of around $78 million. AscendEX has not yet issued an official response to these allegations. ⚠️ Advice:
Users who are holding assets on AscendEX should consider withdrawing to their personal wallets immediately and monitor the situation closely. Avoid depositing any additional funds at this time.
Source: ZachXBT’s post & reputable crypto news outlets (PANews, CryptoTimes...) @BackcomGlobal

🤑 OKX TRADFI GOLD RUSH – TRADE GOLD, HUNT REAL GOLD! 🏙 Trade digital gold – Hunt real gold (XAUT) Total prize pool up to 5.
🤑 OKX TRADFI GOLD RUSH – TRADE GOLD, HUNT REAL GOLD! 🏙 Trade digital gold – Hunt real gold (XAUT) Total prize pool up to 5.2 BILLION VND! 🔥 Hot Rewards: 🖤 Treasure Chest Hunt (Open treasure chests daily): Receive XAUT (real gold), Trading Bonus, Golden Puzzle Piece → Daily task: up to 30 tickets → Cumulative task: additional 5 tickets 🖤 Golden Puzzle: Collect all 9 puzzle pieces → Share pool ~1.3 BILLION VND (~11 XAUT) 🖤 Daily rewards + Leaderboard USDT & XAUT ⭐ Campaign Period: 5:00 AM, 06/23/2026 – 5:00 AM, 07/03/2026 (UTC) ➡️ JOIN NOW 🖤 Super Easy Participation Steps: 🖤 Go to the link → Click "Join now" (must show "Joined") 🖤 Complete KYC 🖤 Trade Gold + TradFi pairs (Precious Metals, Oil, Stocks...) Notes:
Main account only. Volume counts only on Gold & TradFi pairs. No wash trading or multi-accounts.
◻️ If you don’t have an OKX account yet 🟢 Register using LINK HERE OR: Enter the referral code “VIPBACKCOM” when signing up to receive 50% trading fee rebates on OKX 🟢 If you need support with any fee rebate issues, message Admin @jacklambo for assistance @BackcomGlobal #OKX

🤑 OKX TRADFI GOLD RUSH – TRADE GOLD, HUNT REAL GOLD! 🏙 Trade digital gold – Hunt real gold (XAUT) Total prize pool up to 5.
🤑 OKX TRADFI GOLD RUSH – TRADE GOLD, HUNT REAL GOLD! 🏙 Trade digital gold – Hunt real gold (XAUT) Total prize pool up to 5.2 BILLION VND! 🔥 Hot Rewards: 🖤 Treasure Chest Hunt (Open treasure chests daily): Receive XAUT (real gold), Trading Bonus, Golden Puzzle Piece → Daily task: up to 30 tickets → Cumulative task: additional 5 tickets 🖤 Golden Puzzle: Collect all 9 puzzle pieces → Share pool ~1.3 BILLION VND (~11 XAUT) 🖤 Daily rewards + Leaderboard USDT & XAUT ⭐ Campaign Period: 5:00 AM, 06/23/2026 – 5:00 AM, 07/03/2026 (UTC) ➡️ JOIN NOW 🖤 Super Easy Participation Steps: 🖤 Go to the link → Click "Join now" (must show "Joined") 🖤 Complete KYC 🖤 Trade Gold + TradFi pairs (Precious Metals, Oil, Stocks...) Notes:
Main account only. Volume counts only on Gold & TradFi pairs. No wash trading or multi-accounts.
◻️ If you don’t have an OKX account yet 🟢 Register using LINK HERE OR: Enter the referral code “VIPBACKCOM” when signing up to receive 50% trading fee rebates on OKX 🟢 If you need support with any fee rebate issues, message Admin @jacklambo for assistance @BackcomGlobal #OKXVietnam

🔥 MICRON ($MU) “EXPLODES” WITH Q3/FY2026 EARNINGS – AI MEMORY IS STILL RUNNING HOT Micron Technology has just released its Q
🔥 MICRON ($MU) “EXPLODES” WITH Q3/FY2026 EARNINGS – AI MEMORY IS STILL RUNNING HOT Micron Technology has just released its Q3/FY2026 earnings report in the early morning Vietnam time, and the results can be considered a major beat against expectations. 🖤 Revenue: $41.46B 🖤 Adjusted EPS: $25.11/share 🖤 Gross margin: around 84.6% 🖤 MU stock jumped strongly after hours The key highlight is not only the Q3 numbers, but also Q4 guidance: 🟢 Micron expects Q4 revenue of around $50B ± $1B 🟢 Adjusted EPS is expected to be around $31/share 🟢 Gross margin could rise to around 86%
The AI + HBM + data center story is still driving Micron extremely strongly.
🖤 Micron is no longer being viewed simply as a cyclical memory stock, but increasingly as a critical link in AI infrastructure, especially as demand for memory chips used in AI servers continues to outpace supply. 🟢 In addition, the company also announced approximately $22B in long-term supply agreements with 16 strategic customers, showing that demand is not only strong in the short term, but also appears to be “locked in” through multi-year contracts. Old Man BTC bounced right after $MU pumped 😄 @BackcomGlobal #Micron #MU

🔥 Gold Tests $4,000, BTC Retests $60,000 Gold and good old BTC are taking another hit, fellas! 😭 🖤 This kind of steady BTC
+1
🔥 Gold Tests $4,000, BTC Retests $60,000 Gold and good old BTC are taking another hit, fellas! 😭 🖤 This kind of steady BTC selling pressure often comes from ETF funds 🖤 Gold, silver, and precious metals are now behaving like risk assets too, simply because prices have climbed too high! 👀 Market liquidity seems to be flowing back into U.S. Treasuries @BackcomGlobal

⚪️ MICRON SET TO REPORT EARNINGS – CHIP SECTOR FACES A MAJOR TEST Micron Technology (MU) is set to release its earnings repor
⚪️ MICRON SET TO REPORT EARNINGS – CHIP SECTOR FACES A MAJOR TEST Micron Technology (MU) is set to release its earnings report after the U.S. market close, around 4:30 PM EDT on June 24, equivalent to 8:30 PM UTC on June 24. This is a highly important event, especially after the semiconductor sector just went through a sharp sell-off! 🤔 The market is now asking one big question:
🖤 Is the AI + memory chip + data center story still strong enough to sustain the rally? 🖤 Or has the chip sector become overheated after a long run-up driven by AI expectations?
🖤 Micron’s report this time could become a key signal for the entire semiconductor space, especially regarding AI memory demand, profit margins, and the outlook for data infrastructure spending in the coming period. @BackcomGlobal

🇺🇸 The U.S. Senate passes a bill banning the Fed from issuing CBDC until 2030 The U.S. Senate just passed a bipartisan hous
🇺🇸 The U.S. Senate passes a bill banning the Fed from issuing CBDC until 2030 The U.S. Senate just passed a bipartisan housing bill that includes a provision banning the Federal Reserve from issuing or creating a CBDC through 2030. 👍 The bill passed with an overwhelming 85–5 vote, but still needs to be passed by the House and signed by the President before officially becoming law. This shows that the stance against the “digital dollar” in the U.S. is becoming increasingly clear, especially as many lawmakers worry that a CBDC could pave the way for excessive financial surveillance. @BackcomGlobal

🔥 FUN FACT: THE TRUMP EMPIRE'S TOTAL ASSETS UNDER MANAGEMENT ARE ESTIMATED AT AROUND $3-$4+ BILLION The Trump family is not
🔥 FUN FACT: THE TRUMP EMPIRE'S TOTAL ASSETS UNDER MANAGEMENT ARE ESTIMATED AT AROUND $3-$4+ BILLION The Trump family is not only involved in politics, but also possesses a vast "wealth empire" spanning various business sectors. Estimates suggest that the total consolidated net worth (AUM) associated with the Trump ecosystem could range around $3-$4 billion USD, although the actual figure for his personal wealth remains a subject of debate. Key asset segments include: 🖤 ​​The Trump Organization 🖤 ​​Global Golf & Winery 🖤 ​​Investing in former fashion brands & licensing 🖤 ​​Licensing for trademarks, books, media & politics 🖤 ​​Kushner Companies & Urban Real Estate 🔻 It's worth noting that much of the value of the "Trump empire" lies not only in tangible assets, but also in brand power, licensing rights, and media influence. In other words:
Trump didn't just build real estate, he built a brand that can be valued as an asset.
@BackcomGlobal #Trump #AUM #RealEstate #Business

💰 BINGX #BXTREME: EARN POINTS – REDEEM REWARDS – HUNT WORLD CUP DEALS 🆗 BingX has just launched the BXTREME June 2026 event
💰 BINGX #BXTREME: EARN POINTS – REDEEM REWARDS – HUNT WORLD CUP DEALS 🆗 BingX has just launched the BXTREME June 2026 event for users to trade and earn points within a limited time. 🖤 The participation mechanism is very simple: Click Register Now to join the event Trade to accumulate points Use your points to redeem corresponding rewards/deals 👉 REGISTER FOR THE EVENT NOW 👈 🗓 Event Period: 15/06 – 15/07/2026 An opportunity for those who are actively trading on BingX 🖤 Trade as usual 🖤 Earn points at the same time to unlock more World Cup rewards 🔀 If you don’t have an account yet, register HERE (Prerequisite) OR: Enter referral code "DEQWVR0B" when creating your account to receive trading fee cashback
🖤 Mechanism: Automatic 50% daily trading fee rebate
This is a great opportunity for everyone to explore new programs on BingX, claim rewards, and receive trading fee cashback from Backcom.io! 😃 ⚪️ If you already have an account but haven’t received trading fee cashback yet, message Admin @TM_Backcom for support ❗️ Note:
Crypto/derivatives trading involves high risk. Please manage your capital carefully, do not go all-in, and do not trade beyond your risk tolerance.
@BackcomGlobal #BingX #WorldCup

💰 BINGX #BXTREME: EARN POINTS – REDEEM REWARDS – HUNT WORLD CUP DEALS 🆗 BingX has just launched the BXTREME June 2026 event for users to trade and earn points within a limited time. 🖤 The participation mechanism is very simple: Click Register Now to join the event Trade to accumulate points Use your points to redeem corresponding rewards/deals 👉 REGISTER FOR THE EVENT NOW 👈 🗓 Event Period: 15/06 – 15/07/2026 An opportunity for those who are actively trading on BingX 🖤 Trade as usual 🖤 Earn points at the same time to unlock more World Cup rewards 🔀 If you do not have an account yet, register HERE (https://bingx.com/vi-vn/invite/DEQWVR0B) (Prerequisite) OR: Enter Referral Code "DEQWVR0B" when creating your account to receive trading fee rebates 🖤 Mechanism: Automatic 50% daily trading fee rebate This is a great opportunity to explore new campaigns on BingX, earn rewards, and receive trading fee rebates from Backcom.io! 😃 🟢 If You Already Have An Account But Have Not Received Trading Fee Rebates, Message Admin @TM_Backcom For Support ❗️ Note:
Crypto/derivatives trading involves high risk. Please manage your capital carefully, do not go all-in, and do not trade beyond your risk tolerance.
@BackcomGlobal #BingX #WorldCup

🔴 U.S. Economic Calendar (UTC) | Week 04 - June 2026 Specifically, Thursday this week will be packed with several key econom
🔴 U.S. Economic Calendar (UTC) | Week 04 - June 2026 Specifically, Thursday this week will be packed with several key economic indicators released in the same 00:30 PM time window:
PCE Index
🖤 Q1 GDP 🖤 Initial Jobless Claims
In addition, there are other major highlights to watch: 🖤 01:45 PM, Tuesday: Manufacturing & Services PMI (June) 🖤 02:00 PM, Wednesday: New Home Sales (May) 🖤 08:30 AM, Thursday: Fed Balance Sheet 🖤 12:30 PM, Friday: Goods Trade Balance (May) Stay alert to the news so you can manage your positions proactively! 🖤 Current probabilities for the upcoming Fed interest rate decision on July 29 (UTC), according to Kalshi: - No Change: 77% - 25 bps Cut: 2% - 25 bps Hike: 23% View News Source 🟠 View the list of crypto rebate exchanges HERE Wishing everyone an effective trading week! 😎 📱 Website | 📱 Private Messenger @BackcomGlobal #EconomicsCalendar

🇺🇸🇮🇷 U.S. TEMPORARILY EASES IRAN OIL SANCTIONS FOR 60 DAYS The U.S. Treasury has issued a general license allowing the pr
🇺🇸🇮🇷 U.S. TEMPORARILY EASES IRAN OIL SANCTIONS FOR 60 DAYS The U.S. Treasury has issued a general license allowing the production, transportation, and sale of Iranian-origin crude oil, petroleum products, and petrochemicals until August 21, 2026. Notably, the license also covers related services such as banking, insurance, and shipping, potentially allowing Iranian oil exports to resume in the short term. However, this is only a temporary easing measure — not a full removal of sanctions on Iran.
🟢 Short-term impact: oil supply could increase 🔴 Key risk: the deal still depends on U.S.-Iran negotiation progress ⚪️ Oil markets may remain highly volatile in the coming weeks
❗️ This information is for reference only and not investment advice. @BackcomGlobal

🆗 WORLD CUP DRIVES KALSHI VOLUME TO RECORD HIGHS Kalshi just recorded a record weekly spot trading volume of $7.52B. The big
🆗 WORLD CUP DRIVES KALSHI VOLUME TO RECORD HIGHS Kalshi just recorded a record weekly spot trading volume of $7.52B. The biggest driver came from the sports segment, as the World Cup is helping push volume higher:
🖤 Sports volume: $5.44B 🖤 Non-sports volume: $2.09B
🖤 This is the first time non-sports volume has surpassed $2B Meanwhile, markets related to crypto, economic data, elections, and financial events are also starting to attract larger capital flows.
🖤 World Cup is the short-term catalyst, but non-sports is the long-term signal to watch
Kalshi is showing that prediction markets are no longer just a niche, but could become a new product layer within the regulated financial market. 🤔 Part of the market is also questioning transparency as Prediction Markets become increasingly popular! @BackcomGlobal #Kalshi #PredictionMarkets

🔥 FORMER OPENAI TALENT PLACES A NEAR-$8.5B SHORT BET ON AI CHIPS Leopold Aschenbrenner, a former OpenAI researcher and the m
🔥 FORMER OPENAI TALENT PLACES A NEAR-$8.5B SHORT BET ON AI CHIPS Leopold Aschenbrenner, a former OpenAI researcher and the man behind Situational Awareness LP, has just caught the market’s attention after the latest 13F filing showed that his fund is holding about $8.46B in put options targeting AI chip and semiconductor stocks. Notable positions:
🖤 SMH ETF: ~$2.04B puts 🖤 NVIDIA: ~$1.57B puts 🖤 Oracle: ~$1.07B puts 🖤 Broadcom: ~$1.01B puts 🖤 AMD: ~$969M puts
But the story is not as simple as saying he’s bearish on AI. In fact, Situational Awareness is still long several stocks tied to AI infrastructure, such as Bloom Energy, CoreWeave, SanDisk, and other companies connected to energy and data centers. In other words: 🟢 He is not shorting all of AI 🔴 He may be shorting the part of the market that has become overheated: chips, GPUs, semiconductors, and AI hardware One important detail: The $8.5B figure is the notional value of the put options reported in the 13F filing. That does not mean the fund actually deployed $8.5B in cash to make the short bet. Also, 13F data is only a snapshot as of 03/31/2026, so there is no guarantee the positions remain unchanged today. @BackcomGlobal #OpenAI #Nvidia