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The market just told us: beats alone don’t cut it anymore. Alphabet dropped $119.8B Q2 revenue and Cloud kept growing. $GOOGL still tanked 4% after hours. Why? Eyes moved to the future. Capex guidance hiked to $195B–$205B for 2026, up from $180B–$190B. Free cash flow went negative. AI is huge, but Wall Street is asking: who’s paying for it? Google + Microsoft + Meta + Amazon are set to spend $725B combined in 2026. That’s +77% YoY. Tesla was quiet. Still holding 11,509 BTC since 2022. Took a $112M BTC-related loss, but didn’t sell. No panic. No buys. Just HODL. What this means for crypto: 1. ETF inflows keep supporting $BTC 2. Crypto still tracks Nasdaq 100. Big Tech earnings = crypto sentiment now 3. Microsoft, Meta, Amazon up next. Their guidance will move both stocks and crypto Trader edge: stocks sleep, crypto doesn’t. With OKX tokenized US stocks trading 24/7 in $USDT, $XGOOGL and $XTSLA stay live through earnings and weekends. Will the next Big Tech reports fuel crypto or drag it down? #DailyOrbit @OKX Orbit #CXMTMemoryIPO #FOMCRateWatch