infinityhedge
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We Aggregate News that Matters Details are the enemy of the Clicks Sources: infinityhedge, BBG, RTRS, DB, X, TREE, PN, CT, etc Admin: @infinityhedge21 Twitter: @infinityhedge07 The info provided is for info purposes only, not financial advice.
显示更多📈 Telegram 频道 infinityhedge 的分析概览
频道 infinityhedge (@infinityhedge) 英语 语言赛道中的 是活跃参与者。目前社区聚集了 45 491 名订阅者，在 经济与金融 类别中位列第 2 444，并在 美国 地区排名第 910 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 45 491 名订阅者。
根据 28 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 -333，过去 24 小时变化为 -3，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 42.84%。内容发布后 24 小时内通常能获得 16.55% 的反应，占订阅者总量。
- 帖子覆盖： 每篇帖子平均可获得 0 次浏览，首日通常累积 7 530 次浏览。
- 互动与反馈： 受众积极参与，单帖平均反应数为 0。
- 主题关注点： 内容集中在 infinityhedge, fed, powell, u.s, chair 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：
“We Aggregate News that Matters
Details are the enemy of the Clicks
Sources: infinityhedge, BBG, RTRS, DB, X, TREE, PN, CT, etc
Admin: @infinityhedge21
Twitter: @infinityhedge07
The info provided is for info purposes only, not financial advice.”
凭借高频更新（最新数据采集于 29 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 经济与金融 类别中的关键影响点。
45 491
订阅者
-324 小时
-747 天
-33330 天
正在加载数据
吸引订阅者
十月 '2610月 '26
十月 '26
+121
在27个频道中
九月 '26
+308
在81个频道中
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八月 '26
+96
在9个频道中
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七月 '26
+332
在69个频道中
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六月 '26
+670
在81个频道中
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五月 '26
+356
在53个频道中
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四月 '26
+1 218
在108个频道中
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三月 '26
+1 511
在135个频道中
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二月 '26
+1 472
在145个频道中
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一月 '26
+1 563
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十二月 '25
+580
在108个频道中
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十一月 '25
+1 076
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十月 '25
+1 865
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九月 '25
+1 367
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八月 '25
+1 407
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七月 '25
+1 521
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六月 '25
+2 990
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五月 '25
+1 985
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四月 '25
+2 704
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三月 '25
+1 585
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二月 '25
+2 046
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+2 393
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十二月 '24
+1 408
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十一月 '24
+1 984
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十月 '24
+1 798
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九月 '24
+943
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八月 '24
+1 315
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七月 '24
+1 248
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六月 '24
+1 109
在69个频道中
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五月 '24
+2 114
在93个频道中
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四月 '24
+1 316
在72个频道中
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三月 '24
+2 126
在71个频道中
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二月 '24
+1 035
在47个频道中
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一月 '24
+1 774
在68个频道中
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十二月 '23
+1 613
在52个频道中
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十一月 '23
+1 109
在52个频道中
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十月 '23
+908
在27个频道中
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九月 '23
+485
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八月 '23
+626
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七月 '23
+380
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六月 '23
+466
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五月 '23
+252
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四月 '23
+115
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三月 '23
+129
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二月 '23
+40
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一月 '23
+24
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十二月 '22
+32
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十一月 '22
+256
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十月 '22
+23
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九月 '22
+109
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八月 '22
+45
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七月 '22
+86
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六月 '22
+159
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五月 '220
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四月 '22
+45
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三月 '22
+42
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二月 '22
+1
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一月 '22
+1
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十二月 '21
+1
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十一月 '210
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十月 '21
+1
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九月 '210
在0个频道中
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八月 '21
+1
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七月 '21
+4
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六月 '21
+10
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五月 '21
+243
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| 日期 | 订阅者增长 | 提及 | 频道 | |
| 29 十月 | +10 | |||
| 28 十月 | +16 | |||
| 27 十月 | +5 | |||
| 26 十月 | +11 | |||
| 25 十月 | 0 | |||
| 24 十月 | 0 | |||
| 23 十月 | +3 | |||
| 22 十月 | +7 | |||
| 21 十月 | +1 | |||
| 20 十月 | 0 | |||
| 19 十月 | 0 | |||
| 18 十月 | 0 | |||
| 17 十月 | +18 | |||
| 16 十月 | +3 | |||
| 15 十月 | 0 | |||
| 14 十月 | 0 | |||
| 13 十月 | +2 | |||
| 12 十月 | 0 | |||
| 11 十月 | 0 | |||
| 10 十月 | 0 | |||
| 09 十月 | +3 | |||
| 08 十月 | +2 | |||
| 07 十月 | +1 | |||
| 06 十月 | +9 | |||
| 05 十月 | +1 | |||
| 04 十月 | +1 | |||
| 03 十月 | 0 | |||
| 02 十月 | +2 | |||
| 01 十月 | +26 |
频道帖子
| 2 | FED: COOK AND HAMMACK DISSENT IN FAVOR OF RATE HIKE | 5 764 |
| 3 | FED LEAVES RATES UNCHANGED | 7 571 |
| 4 |  +5Anthropic ($ANT): S-1 Breakdown: INFINITYHEDGE
- Val Floor: ~$1T (Series H priced @ $58.90/sh in June 2026; ~16.94B fully diluted shares)
- Balance Sheet Cash (Jun 30, 2026): $131.65B cash & marketable securities (+$2.5B restricted cash & $15B senior secured credit line)
- 7 co-founders each worth $14B control >55% effective voting power (50.1% Class F shares)
- >11,900 customers spending >$100K/yr TTM
- >1,900 customers spending >$1M/yr TTM | ~250 customers spending >$10M/yr TTM.
- >90% of contributions to Ant’s codebase in Sep 2026 were written by Claude
⚠️ Risks & Dilution:
- Public Benefit: Contributed 846.84M Class N shares (5% of fully diluted stock) to Anthropic Public Benefit Fund, LLC, PLUS Board authorization to issue up to an additional 2% of total shares every time the stock price +50% above the prior milestone: infinityhedge
- All 7 co-founders also pledged 80% of personal equity to philanthropy.
- Ant warn it will prioritize safety over commercial timelines. | 10 576 |
| 5 | THE WEEK AHEAD: BIGGEST WEEK OF THE QUARTER: INFINITYHEDGE
Mon:
* Anthropic to publicly file its S-1 investor prospectus [expected on mon or friday]
* China: Fifth plenary session of Chinese Communist Party Central Committee begins in Beijing. It continues until Thu.
* Top officials from Saudi Arabia [Defence Minister], Turkey and Pakistan are to meet Iran's leaders in Tehran: This meeting is intended to start negotiations for the purpose of achieving a mechanism for security per iran FM spox
Tue:
* Israel election: Israelis head to the polls for the first parliamentary elections since the catastrophe of Hamas’s Oct 7 2023 attack. Many in the country regard this vote as the most important in Israel’s near 80y history. polls suggest that victory improbable for either side.
* Earnings: Robinhood, SK Hynix
Wed:
* UK: Budget day
* BOC: interest rate announcement: expected to raise rates
* FED: interest rate announcement: expected to wait until the midterm elections next month (another pivot point) before raising rates again
* Apple holds a “Pro & tell” product launch event, with new Macs & an iPad mini expected
* Earnings: Alphabet, Microsoft [focus on capex]
Thu:
* EU: interest rate announcement: No change expected
* US: PCE [hot], Q3 GDP advance estimate
* Earnings: Amazon, Intel, Merck, Eli Lilly, Reddit, Sandisk, Samsung, Shell, Coinbase, Blue Owl
Fri:
* Japan: interest rate announcement [No change expected], plus outlook report
* Germany, Spain, France, Italy, Eurozone Q3 GDP
* US: Q3 employment cost index
* Earnings: AstraZeneca, BP, Chevron, ExxonMobil
Sun: US: Daylight Saving Time ends
TBA/Whole Week:
- Wars: Iran, Houthis, Ukraine: recent Houthi attacks on Saudi infra pushed Brent to ~$116–117 (highest since Apr). Oil has eased a bit after Trump comments ruling out imminent Iran strikes and Tehran meeting w/ Mecca Pact countries, is the key de-escalation to watch but risk premium remains high after midterms. Ukraine continues in the bg: infinity hedge
- AI: Anthropic S-1, Fable 5.5?, capex, hacks, Neoclouds vs Musk
- US midterm elections: Republicans are expected to lose both house and the Senate
Views:
- "I think earnings will determine whether this ... tech pullback is a buying opportunity, or is there a deeper correction ahead,": Lip of BakerAvenue Wealth Management.
- "There are a lot of balls in the air,": Giorgi of Alpine Macro. | 9 378 |
| 6 | YIELDS ARE GOING PARABOLIC
U.S. 10Y YIELD HITS 5.34%, HIGHEST SINCE 2002
U.S. 30Y YIELD RISES ABOVE 5.68%, HIGHEST SINCE 2002
UK 30-YEAR BOND YIELD CLIMBS TO 6% FOR FIRST TIME SINCE 1998
JAPAN 10Y YIELD RISES TO 3.1%, HIGHEST SINCE 1996
FRANCE 10Y YIELD RISES ABOVE 4.9%, HIGHEST SINCE 2002
GERMANY 10Y YIELD RISES TO 3.6%, HIGHEST SINCE 2009: INFINITYHEDGE
BRENT OIL ABOVE $100/BBL | 22 505 |
| 7 | SEVEN REPUBLICANS COSPONSORED AMENDMENT GIVING BANKS MAJOR WIN ON STABLECOIN YIELD, COMPLICATING CLARITY ACT 60 VOTE MATH, ACCORDING TO AN AMENDMENT QUIETLY FILED ON THE CLARITY ACT LAST WEEK: PUNCHBOWL | 1 504 |
| 8 | HYPERLIQUID SURPASSES NASDAQ AND LONDON STOCK EXCHANGE IN MARKET VALUATION - INFINITYHEDGE | 24 141 |
| 9 |  It's time?
(Trump: "Fed making a mistake because I have a gut, and my gut tells me more sometimes than anybody else’s brain can ever tell me.........So far, I’m not even a little bit happy with my selection of (warsh). Not even a little bit. And I’m not blaming anybody, but I’m just....) | 21 788 |
| 10 |  FED DOT PLOT | 27 858 |
| 11 |  FOMC STATEMENT | 13 686 |
| 12 | FED: UNANIMOUS 12-0 VOTE ON POLICY ACTION
FED: DROPS REFERENCE TO SUPPLY SHOCKS DRIVING INFLATION
FED: NOW SAYS POLICY ACTION WILL SUPPORT TIMELIER RETURN TO 2 PERCENT GOAL
FED: REPLACES MIDDLE EAST CONFLICT WITH GEOPOLITICAL DEVELOPMENTS | 13 306 |
| 13 | FED RAISES INTEREST RATE | 11 806 |
| 14 | * U.S. SENATE CLOTURE VOTE ON THE CLARITY ACT FAILS : INFINITYHEDGE | 1 |
| 15 | CRYPTO 'CLARITY ACT' ODDS DROPS BELOW 10% ON POLYMARKET FOR THE FIRST TIME: INFINITYHEDGE | 13 134 |
| 16 |  没有文字... | 12 768 |
| 17 | DEMOCRATS CLARITY ACT COUNTER-OFFER REJECTED BY REPUBLICANS: PUNCHBOWL | 40 466 |
| 18 | BOND SELLOFF DEEPENS
US10Y YIELDS RISE ABOVE 5%, HIGHEST SINCE 2007
US30Y YIELDS ABOVE 5.4%, HIGHEST SINCE 2004
JAPAN 10Y YIELD RISES TO 3%, HIGHEST SINCE 1996
UK10Y YIELDS RISE ABOVE 5.4%, HIGHEST SINCE 2007
FRANCE 10Y YIELD RISES ABOVE 4.5%, HIGHEST SINCE 2008
GERMANY 10Y YIELD RISES TO 3.5%, HIGHEST SINCE 2009: INFINITYHEDGE | 16 546 |
| 19 | US 30-YEAR YIELD RISES ABOVE 5.39%, HIGHEST SINCE 2004 | 15 997 |
| 20 | US AUG CPI RISES 0.4% M/M (EST. +0.4%)
US AUG CPI RISES 3.4% Y/Y (EST. +3.4%)
US AUG CORE CPI RISES 0.3% M/M (EST. +0.2%)
US AUG CORE CPI RISES 2.4% Y/Y (EST. +2.4%) | 15 741 |
