「巨鲸追踪」谷歌财报前做多千万头寸巨鲸，认亏74万美元清仓

According to BIT (bit.com) market data, crypto-related stocks in the U.S. pre-market session are generally down, with: MSTR falling 1.34%, ASST (Strive) down 1.92%, CRCL down 2.88%, COIN down 1.37%, BMNR down 2.23%, SBET down 2.62%, HOOD down 0.92%, and PURR down 0.57%.

MicroStrategy did not purchase any Bitcoin over the past week.

According to Bitget market data, US WTI and Brent crude oil prices dipped nearly $0.7 in the short term, with the latest quotes standing at $100.2 per barrel and $109.93 per barrel respectively. On the news front, Saudi Arabia stated that against the backdrop of the Mecca Agreement talks held in Tehran, it is crucial to open negotiation channels. The talks aim to prevent the situation from escalating and pave the way for reaching an agreement to end the conflict.

According to U.S. SEC filings, Strive purchased 6,182 Bitcoin last week at an average price of approximately $82,732 (including fees and charges). As of October 23, Strive’s cumulative Bitcoin holdings total 43,000, with cash and cash equivalents standing at $504.4 million, an increase of $186.9 million from October 16. It also holds 505,000 preferred shares of Strategy STRC, with a fair value of roughly $50.18 million. Over the same period, the number of outstanding Class A common shares of Strive rose by approximately 3.266 million to around 118.1 million, while outstanding SATS preferred shares remain at 7 million, and outstanding SATA preferred shares stay unchanged at roughly 14.03 million.

U.S. Securities and Exchange Commission (SEC) filings show SpaceX and Apollo Global Management have signed a binding master lease commitment. Under the agreement, Apollo will purchase GPU clusters and related equipment, then lease them to SpaceX. Total principal payments under the lease arrangement are projected to reach $40 billion, with the deal set to launch in the first half of 2027 upon GPU delivery. The move will provide financing support for SpaceX to acquire large-scale AI computing hardware, and SpaceX’s pre-market shares rose 0.94%.

Beating AI News Flash, a Q3 2026 survey compiled by VentureBeat Intelligence shows that 79% of enterprise respondents report their GPU computing power is idle at least half the time, yet 70% of surveyed firms plan to introduce, expand, or replace AI computing platforms over the next 12 months. Return on investment (ROI) assessments are also lagging. The survey found that among 64 respondents planning to adopt new AI platforms, 58 lack finance-audited ROI data, accounting for 91%. Additionally, while enterprises underutilize their own GPUs, they continue to access closed-source models from providers like OpenAI and Anthropic via API calls, creating a mismatch between idle hardware resources and model call expenditures. As AI Agents gain popularity, token consumption and inference costs from multi-step tasks are drawing growing attention. Gartner forecasts that by 2028, inference costs for a single Agent workflow will surge more than fivefold. The report notes that enterprise AI competition is shifting from competing for computing power to improving resource utilization and controlling per-task costs, with specific measures including migrating routine tasks such as classification and summarization to open models, optimizing context caching, and reducing unnecessary multi-Agent collaboration. However, GPU idleness may also stem from enterprises reserving computing power for peak demand or planning to replace outdated platforms; the survey data alone does not directly confirm the formation of an AI bubble.