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Dell and HPE Both Beat Earnings Expectations: How Much Longer Can the AI Server Supercycle Last?

Dell and HPE Both Beat Earnings Expectations: How Much Longer Can the AI Server Supercycle Last?

HPE’s Q2 earnings report confirms that demand for AI servers is accelerating, with a clear shift from training to inference opening up new opportunities in the long-tail market. By analyzing Dell’s performance alongside ongoing supply chain constraints, we can project growth trajectories and competitive differentiation for 2026–2028.

Blog Team06/02/2026

# Today's Prediction Market Spotlight: Where Is the Capital Flowing?

# Today's Prediction Market Spotlight: Where Is the Capital Flowing?

The most popular prediction events on Polymarket reveal three major themes driving capital allocation: cryptocurrency price narratives, the trajectory of macroeconomic interest rates, and asymmetric bets on tail-risk events.

Blog Team05/15/2026

Why Is Wintermute’s CEO Holding ETH Against the Trend? The Long-Tail Logic Behind Ethereum as a Cultural Bet

Why Is Wintermute’s CEO Holding ETH Against the Trend? The Long-Tail Logic Behind Ethereum as a Cultural Bet

Wintermute’s CEO has made it clear that the firm holds ETH long-term for its "culture and meme" value. This article takes a deep dive into the structural logic behind this stance, examines the disconnect between price and fundamentals, and explores potential evolutionary paths for Ethereum’s future.

Blog Team03/16/2026

Depth as a Moat: How Gate Futures Trading Is Redefining Liquidity Standards for 2026

Depth as a Moat: How Gate Futures Trading Is Redefining Liquidity Standards for 2026

Gate’s liquidity strategy isn’t about "matching the 0.01% spread of mainstream coins." Instead, it focuses on providing actionable liquidity for long-tail assets—those that are either untradeable or suffer from significant slippage on other platforms.

Blog Team02/12/2026

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Before the Breakout: How Capital Repriced Crypto for 2026 — From Winter to Infrastructure

Before the Breakout: How Capital Repriced Crypto for 2026 — From Winter to Infrastructure

Funding surged to $30B+ YTD by Q4(with ~$13B in Q3) after the 2024 trough (~$9B), but deal count didn’t expand meaningfully, implying larger, more selective checks and a fat-tail headline.

Blog Team12/30/2025