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LearnBits
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Palantir (PLTR) Grew Revenue 85% Last Quarter. The Stock Is Down 34% Anyway.
$PLTRB runs two revenue engines that most enterprise software companies haven't managed to combine at scale. Government agencies pay for its Gotham platform to run defense and intelligence operations where the switching costs are existential, while commercial clients pay for its Artificial Intelligence Platform, known as AIP, which lets companies deploy large language models directly on their own proprietary data without feeding that data back to model providers like OpenAI or Anthropic. That second pitch has become the faster-growing half of the business, with US commercial revenue up 133% year over year to $595 million in Q1 2026, and commercial customers growing 42% to 615 companies including Airbus, GE Aerospace (GE), and Stellantis (STLA).
The mechanic that actually closes deals is something Palantir calls the Bootcamp: intensive workshops where potential clients build live AI applications on their own data in days rather than months, collapsing a sales cycle that used to take a year into a week and creating immediate operational dependency before a contract is even signed. Net dollar retention hit 139% in Q4 2025, meaning existing customers keep spending more, and remaining performance obligations sat at $4.45 billion at the end of March, up from $1.9 billion a year earlier.
Full-year 2026 revenue guidance sits at $7.65 to $7.66 billion, implying 71% growth, and CEO Alex Karp has compared Palantir's Rule of 40 score of 145% to only three other companies globally: Nvidia (NVDA), Micron (MU), and SK Hynix. The stock is down roughly 34% year to date despite all of it, trading near $126 with a forward price-to-earnings ratio around 74x, a valuation that leaves almost no room for a missed quarter, a defense budget shift, or a cheaper AI model that commoditizes the exact workflow Palantir is charging a premium to run.
$PLTRB runs two revenue engines that most enterprise software companies haven't managed to combine at scale. Government agencies pay for its Gotham platform to run defense and intelligence operations where the switching costs are existential, while commercial clients pay for its Artificial Intelligence Platform, known as AIP, which lets companies deploy large language models directly on their own proprietary data without feeding that data back to model providers like OpenAI or Anthropic. That second pitch has become the faster-growing half of the business, with US commercial revenue up 133% year over year to $595 million in Q1 2026, and commercial customers growing 42% to 615 companies including Airbus, GE Aerospace (GE), and Stellantis (STLA).
The mechanic that actually closes deals is something Palantir calls the Bootcamp: intensive workshops where potential clients build live AI applications on their own data in days rather than months, collapsing a sales cycle that used to take a year into a week and creating immediate operational dependency before a contract is even signed. Net dollar retention hit 139% in Q4 2025, meaning existing customers keep spending more, and remaining performance obligations sat at $4.45 billion at the end of March, up from $1.9 billion a year earlier.
Full-year 2026 revenue guidance sits at $7.65 to $7.66 billion, implying 71% growth, and CEO Alex Karp has compared Palantir's Rule of 40 score of 145% to only three other companies globally: Nvidia (NVDA), Micron (MU), and SK Hynix. The stock is down roughly 34% year to date despite all of it, trading near $126 with a forward price-to-earnings ratio around 74x, a valuation that leaves almost no room for a missed quarter, a defense budget shift, or a cheaper AI model that commoditizes the exact workflow Palantir is charging a premium to run.
$OGN fam where you at?! We finally eating after all that boring consolidation. 37% is insane and I'm not even thinking about selling yet. Let the momentum do its thing and we ride together. Who's still holding strong?
$BAS
$NAORIS
$BAS
$NAORIS
Bitcoin (BTC) Already Wins From The CLARITY Act. The Question Is How Much.
$BTC is the one asset in the entire crypto market that doesn't need the CLARITY Act to survive, because the SEC and CFTC already issued joint guidance in March classifying it as a digital commodity alongside Ethereum $ETH , Solana $SOL , and #XRP. What makes the bill matter for Bitcoin anyway is permanence: that March guidance is administrative, meaning a future SEC chair could reverse it with a single memo, while a signed law cannot, and that difference between regulatory comfort and regulatory certainty is exactly what's been keeping a second wave of institutional capital on the sidelines rather than in spot BTC ETFs.
The bill itself cleared the House in July 2025 on a 294-134 bipartisan vote, then stalled twice in the Senate before the Senate Banking Committee advanced it 15-9 on May 14, 2026, placing it on the legislative calendar as Calendar No. 423 and making a full Senate floor vote possible before August recess, with Galaxy Research putting the odds of passage at 60-75% and a potential presidential signature during the week of August 3, a timeline that, if it holds, would land at exactly the moment when crypto markets are already watching for a macro catalyst to break the current "extreme fear" sentiment, making the CLARITY Act less a background regulatory story and more the single most consequential binary event in the second half of 2026 for anyone holding Bitcoin.
$BTC is the one asset in the entire crypto market that doesn't need the CLARITY Act to survive, because the SEC and CFTC already issued joint guidance in March classifying it as a digital commodity alongside Ethereum $ETH , Solana $SOL , and #XRP. What makes the bill matter for Bitcoin anyway is permanence: that March guidance is administrative, meaning a future SEC chair could reverse it with a single memo, while a signed law cannot, and that difference between regulatory comfort and regulatory certainty is exactly what's been keeping a second wave of institutional capital on the sidelines rather than in spot BTC ETFs.
The bill itself cleared the House in July 2025 on a 294-134 bipartisan vote, then stalled twice in the Senate before the Senate Banking Committee advanced it 15-9 on May 14, 2026, placing it on the legislative calendar as Calendar No. 423 and making a full Senate floor vote possible before August recess, with Galaxy Research putting the odds of passage at 60-75% and a potential presidential signature during the week of August 3, a timeline that, if it holds, would land at exactly the moment when crypto markets are already watching for a macro catalyst to break the current "extreme fear" sentiment, making the CLARITY Act less a background regulatory story and more the single most consequential binary event in the second half of 2026 for anyone holding Bitcoin.
$LAB Oh look, another coin I don't hold is pumping 73%. Classic. I'm starting to think I'm the anti-Midas touch. #LAB is living its best life while I'm just here watching like a proud disappointed parent.
$GRASS
$JCT
$GRASS
$JCT
A fresh $2,000 just landed in your account. Which token are you buying first?
🗃️ $BTTC
🐸 $PEPE
🐕 $SHIB
🗃️ $BTTC
🐸 $PEPE
🐕 $SHIB
BTTC
PEPE
SHIB
19 hr(s) left
$TAC Protocol showing everyone what's up! 29% green, RSI at 57 is healthy af, and that MACD crossover is beautiful. 952M volume is no joke either. This feels like the start of something big. Who's holding with me?
$AKE
$ALCH
$AKE
$ALCH
$DOGS My portfolio: exists
DOGS: pumps 28%
My portfolio: doesn't have DOGS
Me: "Why do I even try anymore?"
Congrats to everyone who caught this one, y'all are living the dream.
$GRAM
DOGS: pumps 28%
My portfolio: doesn't have DOGS
Me: "Why do I even try anymore?"
Congrats to everyone who caught this one, y'all are living the dream.
$GRAM
Zcash has been doing serious protocol work for years without getting anywhere near the attention it deserves, and Ironwood looks like another step in that direction. Shielded pool efficiency improvements matter more than most people realize because that's where the actual privacy guarantee lives. If the performance gains are as meaningful as the roadmap suggests, the gap between ZEC's technology and its market valuation becomes harder to ignore. That said, testnet is testnet. The real question is adoption post mainnet, specifically whether wallets and exchanges actually enable shielded transactions by default or keep defaulting to transparent addresses the way most still do. #ZEC
Faizan Crypto Learner
·
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Bullish#zcashironwoodupgradenearstestnet
🚨 Zcash Ironwood Upgrade Nearing Testnet Launch — Privacy Coin Evolution Incoming!
Big progress for the Zcash community: The highly anticipated Ironwood Upgrade is getting closer to testnet deployment.
This major upgrade is expected to bring significant improvements in performance, scalability, and privacy features — strengthening Zcash’s position as a leading privacy-focused cryptocurrency.
What to watch:
Faster transaction times Enhanced shielded pool efficiency Stronger foundation for broader adoption
Privacy matters more than ever in 2026.
Are you bullish on $ZEC and the future of private transactions?
Drop your thoughts 👇
#ZcashIronwoodUpgradeNearsTestnet #zcash #ZEC #PrivacyCoins
🚨 Zcash Ironwood Upgrade Nearing Testnet Launch — Privacy Coin Evolution Incoming!
Big progress for the Zcash community: The highly anticipated Ironwood Upgrade is getting closer to testnet deployment.
This major upgrade is expected to bring significant improvements in performance, scalability, and privacy features — strengthening Zcash’s position as a leading privacy-focused cryptocurrency.
What to watch:
Faster transaction times Enhanced shielded pool efficiency Stronger foundation for broader adoption
Privacy matters more than ever in 2026.
Are you bullish on $ZEC and the future of private transactions?
Drop your thoughts 👇
#ZcashIronwoodUpgradeNearsTestnet #zcash #ZEC #PrivacyCoins
$AAVE finally waking up from its nap! 3% might not be wild but this is a solid blue-chip DeFi we're talking about. RSI at 62 is perfect, not too hot, not too cold. Love the steady grind, feels healthier than those random 50% pumps. #AAVEsteadybuildinng
$LINK
$AVAX
$LINK
$AVAX
$EPIC just went from 0.45 to 0.61 like it was nothing! 30% in one session and I'm sitting here wondering how I missed this. Epic Chain really living up to its name right now. Anyone else caught off guard by this monster move?
$TWT
$WLFI
$TWT
$WLFI
🇫🇷 France vs Paraguay | FIFA World Cup 2026 – Round of 16
France enter this knockout clash as clear favorites after a dominant 3-0 victory over Sweden, powered by their explosive attacking depth. Paraguay, however, have already shocked the tournament by eliminating Germany and will rely on disciplined defending, counterattacks, and another big performance from goalkeeper Orlando Gill.
I expect France to control possession and create the better chances, while Paraguay look to frustrate them with a compact defensive setup. If Les Bleus score early, the match could open up quickly.
My Prediction:
✅ France to Win
✅ Under 3.5 Goals
✅ Both Teams To Score: No
⭐ Anytime Goalscorer: Kylian Mbappé
Predicted Score: France 2-0 Paraguay
Can Paraguay produce another upset, or will France take another step toward the World Cup trophy? ⚽
#BinancePickAndWin
France enter this knockout clash as clear favorites after a dominant 3-0 victory over Sweden, powered by their explosive attacking depth. Paraguay, however, have already shocked the tournament by eliminating Germany and will rely on disciplined defending, counterattacks, and another big performance from goalkeeper Orlando Gill.
I expect France to control possession and create the better chances, while Paraguay look to frustrate them with a compact defensive setup. If Les Bleus score early, the match could open up quickly.
My Prediction:
✅ France to Win
✅ Under 3.5 Goals
✅ Both Teams To Score: No
⭐ Anytime Goalscorer: Kylian Mbappé
Predicted Score: France 2-0 Paraguay
Can Paraguay produce another upset, or will France take another step toward the World Cup trophy? ⚽
#BinancePickAndWin
$1000PEPE Should I ape into PEPE right now? I keep seeing everyone posting gains and I'm sitting here with dry powder. 12% already gone, but what if it goes to 20%? Be honest guys, am I too late or is there more room?
$RE
$WLD
$RE
$WLD
$SUI Just chilling and watching SUI do its thing. Nothing explosive, but a nice steady climb from 0.72. Solid volume, decent momentum. Not gonna lie, I prefer this over the violent pumps. Slow and steady wins the race.
$NEAR
$ADA
$NEAR
$ADA
$HMSTR 29% is cute but I want 50%. HMSTR is showing no signs of stopping and that MACD crossover is beautiful. RSI at 81 means nothing when the volume keeps flowing. Who's riding this hamster wheel all the way up with me? #HMSTRsenditfurther
$TAIKO
$BASED
$TAIKO
$BASED
If you had $1,000 to invest, which Alpha token would you choose? 👀
⬆️ $ARX
⬆️ $NES
⬆️ $KGEN
Vote and share your reason in the comments!
⬆️ $ARX
⬆️ $NES
⬆️ $KGEN
Vote and share your reason in the comments!
💵ARX
💰NES
💲KGEN
1 hr(s) left
$GUA 38% green but RSI says 17 and Bollinger is showing negative numbers? Yeah, that's not suspicious at all. GUA feels like a trap but I can't look away. Anyone else getting major manipulation vibes or is it just me? #GUAtrustissueslevel100
$TAC
$SLX
$TAC
$SLX
$THE Alright, who's gonna be the one to dump this? 50% pumps always make me suspicious. THE is beautiful right now but my trust issues are kicking in. Anyone else watching the order book like a hawk?
$LAB
$VELVET
$LAB
$VELVET
Binance Wallet is kicking off the TRON Carnival, a multi-season DeFi event with boosted APRs on JustLend DAO. Season 1 runs from July 6 to August 4, offering $1.55 million in TRX and $600,000 in USDD across four pools: TRX (sTRX), USDD, JST, and SUN. Plus, there's an extra $300,000 in TRX up for grabs via an equally shared prize pool. Keyless wallet users can jump in with minimum deposits as low as 100 USDD, 500 TRX, 1,000 JST, or 5,000 SUN. Season 2 arrives August 5 with another $2.35 million in rewards. This campaign makes earning on-chain yields seamless without leaving your Binance Wallet, giving DeFi exposure across multiple assets in one place.
Binance Announcement
·
--
Join the TRON Carnival on Binance Wallet DeFi to Share $4,500,000 in Rewards!
This is a general announcement. Products and services referred to here may not be available in your region. Terms and conditions apply.
Fellow Binancians,
Binance Wallet is launching the TRON Carnival, a multi-season DeFi campaign offering boosted APR rewards across 4 assets including TRX, USDD, JST and SUN on JustLend DAO. During the Activity Period, eligible users can subscribe to promoted pools to share a total of $4,500,000 in token rewards.
Binance Wallet Earn TRON Carnival Campaign Details
Season 1 Promotion
Activity Period: 2026-07-06 00:00:00 (UTC) to 2026-08-04 23:59:59 (UTC) Total Rewards: $1,550,000 in TRX$600,000 in USDDReward Release Schedule: Rewards will be distributed on TRON Network to eligible users' wallets before 2026-09-15 23:59:59 (UTC).Participant Eligibility: Participation is open to all Binance Wallet (Keyless) users.
Reward Structure:
Promoted Pools Total Reward AmountAPR During the Promotion PeriodMinimum Subscription Limit per UserMax subscription Limit per UserJustLend DAO USDD$600,000 in USDD Real-Time APR + Promotion Boosted APR100 USDD2,000,000 USDDJustLend DAO TRX (sTRX)$800,000 in TRX500 TRXN/AJustLend DAO JST $300,000 in TRX1,000 JSTN/AJustLend DAO SUN$150,000 in TRX5,000 SUNN/AEqually Shared Prize Pool ($300,000 in TRX Rewards for 90 days)
Explore More
How to Participate:
Update your Binance App to the latest version.Prepare your backed-up Binance Keyless Wallet.Log in to your Binance Wallet, go to [DeFi] > [TRON Carnival], and select the pools you wish to subscribe to.Subscribe assets to the TRON promoted pools.
Season 2 Promotion
Activity Period: Starting from 2026-08-05 00:00:00 (UTC) Total Rewards: $2,350,000 Details of Season 2 will be updated on the TRON Carnival campaign page and via a separate announcement on Binance Wallet X.
About Binance Wallet DeFi
Binance Wallet DeFi is an all-in-one on-chain yield product that aggregates DeFi protocols across lending, liquid staking, restaking, loan and liquidity provision. With the DeFi function, users can now earn and borrow on stablecoins, BTC, ETH, BNB, SOL and other popular assets seamlessly with users’ Wallet without switching between external dApps. To learn more, please visit What is Binance Wallet DeFi and How Does it Work.
About TRON and TRX
TRON (TRX) is a decentralized blockchain-based operating system developed by the TRON Foundation and launched in 2017. TRX (also known as TRONIX) is the native utility token of the TRON network. Dominica recognized TRX as a national statutory digital currency on 2022-10-07.
TRON's WebsiteTRON's X
Note: There may be discrepancies between this original content in English and any translated versions. Please refer to the original English version for the most accurate information, in case any discrepancies arise.
Thank you for your support!
Binance Team
2026-07-03
Trade on-the-go with Binance’s crypto trading app (iOS/Android)
Find us on
TelegramXFacebookInstagram
Binance reserves the right in its sole discretion to amend or cancel this announcement at any time and for any reasons without prior notice.
Disclaimer:
The Binance Wallet Services are offered by Binance Barbados Limited, and involve the provision of unregulated, third-party services, which are not supervised by the Financial Services Regulatory Authority of the Abu Dhabi Global Market, or any other regulatory authority. Binance Wallet is not responsible for your access or use of third-party applications (including functionality embedded within the Binance Wallet) and shall have no liability whatsoever in connection with your use of such third-party applications, including, without limitation, any transactions you dispute. You should only invest in products you are familiar with and where you understand the risks. You should carefully consider your investment experience, financial situation, investment objectives and risk tolerance and consult an independent financial adviser prior to making any investment. This material should not be construed as financial advice. Please carefully review the Terms of Use and Risk Warning and always do your own research.
Digital asset prices are subject to high market risk and price volatility. The value of your investment may go down or up, and you may not get back the amount invested. You are solely responsible for your investment decisions and Binance is not liable for any losses you may incur. Past performance is not a reliable predictor of future performance. APR is an estimate of rewards you will earn in cryptocurrency over the selected timeframe. It does not display the actual or predicted returns/yield in any fiat currency. APR is adjusted daily and the estimated rewards may differ from the actual rewards generated. This material should not be construed as financial advice. For more information, see our Terms of Use and Risk Warning.
Fellow Binancians,
Binance Wallet is launching the TRON Carnival, a multi-season DeFi campaign offering boosted APR rewards across 4 assets including TRX, USDD, JST and SUN on JustLend DAO. During the Activity Period, eligible users can subscribe to promoted pools to share a total of $4,500,000 in token rewards.
Binance Wallet Earn TRON Carnival Campaign Details
Season 1 Promotion
Activity Period: 2026-07-06 00:00:00 (UTC) to 2026-08-04 23:59:59 (UTC) Total Rewards: $1,550,000 in TRX$600,000 in USDDReward Release Schedule: Rewards will be distributed on TRON Network to eligible users' wallets before 2026-09-15 23:59:59 (UTC).Participant Eligibility: Participation is open to all Binance Wallet (Keyless) users.
Reward Structure:
Promoted Pools Total Reward AmountAPR During the Promotion PeriodMinimum Subscription Limit per UserMax subscription Limit per UserJustLend DAO USDD$600,000 in USDD Real-Time APR + Promotion Boosted APR100 USDD2,000,000 USDDJustLend DAO TRX (sTRX)$800,000 in TRX500 TRXN/AJustLend DAO JST $300,000 in TRX1,000 JSTN/AJustLend DAO SUN$150,000 in TRX5,000 SUNN/AEqually Shared Prize Pool ($300,000 in TRX Rewards for 90 days)
Explore More
How to Participate:
Update your Binance App to the latest version.Prepare your backed-up Binance Keyless Wallet.Log in to your Binance Wallet, go to [DeFi] > [TRON Carnival], and select the pools you wish to subscribe to.Subscribe assets to the TRON promoted pools.
Season 2 Promotion
Activity Period: Starting from 2026-08-05 00:00:00 (UTC) Total Rewards: $2,350,000 Details of Season 2 will be updated on the TRON Carnival campaign page and via a separate announcement on Binance Wallet X.
About Binance Wallet DeFi
Binance Wallet DeFi is an all-in-one on-chain yield product that aggregates DeFi protocols across lending, liquid staking, restaking, loan and liquidity provision. With the DeFi function, users can now earn and borrow on stablecoins, BTC, ETH, BNB, SOL and other popular assets seamlessly with users’ Wallet without switching between external dApps. To learn more, please visit What is Binance Wallet DeFi and How Does it Work.
About TRON and TRX
TRON (TRX) is a decentralized blockchain-based operating system developed by the TRON Foundation and launched in 2017. TRX (also known as TRONIX) is the native utility token of the TRON network. Dominica recognized TRX as a national statutory digital currency on 2022-10-07.
TRON's WebsiteTRON's X
Note: There may be discrepancies between this original content in English and any translated versions. Please refer to the original English version for the most accurate information, in case any discrepancies arise.
Thank you for your support!
Binance Team
2026-07-03
Trade on-the-go with Binance’s crypto trading app (iOS/Android)
Find us on
TelegramXFacebookInstagram
Binance reserves the right in its sole discretion to amend or cancel this announcement at any time and for any reasons without prior notice.
Disclaimer:
The Binance Wallet Services are offered by Binance Barbados Limited, and involve the provision of unregulated, third-party services, which are not supervised by the Financial Services Regulatory Authority of the Abu Dhabi Global Market, or any other regulatory authority. Binance Wallet is not responsible for your access or use of third-party applications (including functionality embedded within the Binance Wallet) and shall have no liability whatsoever in connection with your use of such third-party applications, including, without limitation, any transactions you dispute. You should only invest in products you are familiar with and where you understand the risks. You should carefully consider your investment experience, financial situation, investment objectives and risk tolerance and consult an independent financial adviser prior to making any investment. This material should not be construed as financial advice. Please carefully review the Terms of Use and Risk Warning and always do your own research.
Digital asset prices are subject to high market risk and price volatility. The value of your investment may go down or up, and you may not get back the amount invested. You are solely responsible for your investment decisions and Binance is not liable for any losses you may incur. Past performance is not a reliable predictor of future performance. APR is an estimate of rewards you will earn in cryptocurrency over the selected timeframe. It does not display the actual or predicted returns/yield in any fiat currency. APR is adjusted daily and the estimated rewards may differ from the actual rewards generated. This material should not be construed as financial advice. For more information, see our Terms of Use and Risk Warning.
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