NANCY813

On-chain monitoring data shows that several large holders’ positions were liquidated in a wave of recent liquidations, totaling as much as $144 million.

Amid intense market volatility, highly leveraged long positions took a severe hit. Address 0x6046...b21d was particularly hard hit, with liquidations including 12,742 $ETH worth $25.2 million and 536.89 $BTC worth $38.77 million. The total liquidated positions for this single address reached $63.97 million. Address 0x01e2...e977 was subsequently liquidated as well, with 511 $BTC positions worth around $36 million wiped out. Large holders had stacked up positions with high leverage, and when the market experienced a rapid wick, liquidity was quickly drained. Even whales with positions worth over $100 million were not spared. Investors should be especially vigilant about risk—protecting your principal should always come first.

Do you think this wave of large-scale liquidations marks the end of a short-term shakeout, or the beginning of a new downturn?

#BTC #ETH #Liquidation

It made $19.5 billion in profits, yet got kicked out of an index? Strategy just ran into something this absurd.

MSCI wants to remove it from its stock indexes. After the news broke, the share price fell 5%, while $BTC kept sliding toward $71,000. The profit figures are right there, but index rules don’t care—that contrast is the point. $19.5 billion in profit made no difference under the index rules.

Even more interesting is what happened on the other side: Jane Street’s latest holdings show a 53.8% increase, bringing its position to 4.119 million shares. On one side, the index wants it out; on the other, Jane Street is adding to its position. Put those two moves together, and it makes quite a picture.

In the same time window, the market’s reaction split in two: on the price side, the share price fell 5% and $BTC slid toward $71,000; on the holdings side, the position grew 53.8%, taking the share count to 4.119 million.

My take: being removed from an index triggers mechanical fund flows; it doesn’t mean the company’s fundamentals have weakened. But the short-term selling pressure is real, so don’t conflate the two. I’m not calling a trade—I’m just reminding you to distinguish sentiment from logic.

Which side are you on: is being dropped bad news for Strategy, or has the market unfairly punished it?

See the image for today’s other highlights 👆
⚠️ Not investment advice · DYOR
#CryptoMorningBrief #Strategy #Bitcoin

Oh my God, after 33 years, it’s all over in a single night. Jensen Huang has just resigned as NVIDIA CEO, handing over both the president and board member roles, effective immediately.

NVIDIA’s board announced tonight that CFO Colette Kress will serve as interim CEO while it launches a global search, considering both internal and external candidates. The news sent NVIDIA shares down about 10% in premarket trading.

The storm came fast. On November 8, Huang admitted in a letter to employees that he had an extramarital affair. The person involved was alleged by U.S. media to have worked for a Chinese intelligence agency. The board launched an independent investigation that same day, while stressing that “he will continue serving as CEO.” Another affair was later revealed. On the 11th, The Wall Street Journal reported that the board was preparing to replace him, and shares fell more than 8% after hours. Today, the deed is done.

He founded NVIDIA in 1993 and built it from a graphics card company into an AI empire. For years, he was “the face of the AI bull market.” The problem is, NVIDIA has never publicly named a successor—and the crypto market isn’t immune either. On the day the investigation began, $BTC briefly fell to $73,500, its lowest level since August, while roughly $1.1 billion in positions were liquidated across the market. Now BTC and AI stocks are moving almost in lockstep. Tonight’s U.S. market open could be the next test.

Would you still hold NVIDIA without Jensen Huang?

⚠️ Not investment advice · DYOR

#黄仁勋 #英伟达 #NVDA #比特币 $NVDA

It really has to be Trump. I used to think he only shouted slogans onstage, but after looking through his company's financial filings, I realized he'd already turned Bitcoin into a cash cow! 😂

Trump Media's latest 10-Q filing shows that as of September 30, it had 15,649 bitcoins on its books: $BTC

The most interesting part is how they're putting them to work. Of those, 11,385 bitcoins (nearly 73%) aren't just sitting idle in cold wallets—they've been staked directly in “options strategies.” This isn't about sweating over price swings; it's about using more than 10,000 bitcoins as collateral to earn premiums and interest in the market. Even when the broader market moves sideways, these assets keep generating cash flow.

The timeline is even more noteworthy. While retail investors were getting squeezed by policy changes and selling at a loss from July to September, Trump Media quietly added 1,510 bitcoins. It was talking up Bitcoin in public while turning $BTC into ballast on its balance sheet, and even using hedge fund strategies to arbitrage. While retail investors were still fretting over price movements and getting liquidated on leveraged trades, the big players were already making long-term moves with a “collecting rent” mindset. Understanding what institutions actually do matters far more than listening to slogans.

#Trump #BTC #期权策略 $BTC

Rumors about a CEO sent Nvidia perpetual futures tumbling 7% in a single day—and this was happening in crypto markets. Jensen Huang was reportedly involved in a second extramarital affair, and there were also reports that he might be replaced, adding a new “people” risk to the AI leader overnight.

Smart money is split: one whale closed a $190 million Nvidia long position at a $2.45 million loss, while a new wallet went long on $13.12 million worth of SOXL using 10x leverage. The same day, JPMorgan slashed its price target from $320 to $215, and BofA cut its target to $280.

What stings even more is that crypto got dragged down too. $BTC fell below $73,000, Bitcoin ETFs saw about $1.4 billion in outflows over five days, and stablecoin supply shrank by $14.2 billion over 30 days—the biggest drop since June 2022.

If AI stocks keep falling, crypto will have a hard time staying unscathed in the short term. This BTC rally looks more like it’s dancing to the mood swings in AI stocks.

Do you think the turmoil around Jensen Huang is a case of all the bad news being priced in—or just the beginning?
See the image for today’s other key stories 👆
⚠️ Not investment advice · DYOR
#CryptoEveningBrief #Nvidia #Bitcoin

This may be the crypto world’s most ironic piece of dark humor this year: Russia has just legalized mining, yet Igor Runets, the country’s leading mining mogul, has been petitioned into personal bankruptcy by a bank over debts worth about $9.27 million.

As the founder of BitRiver, Russia’s largest mining company, he oversees hundreds of thousands of mining rigs in Siberia. How could he not come up with the money?

The story goes back to the 2021 bull market. BitRiver signed huge credit facilities to expand aggressively, and Igor also signed a fatal personal guarantee with unlimited liability. In 2022, overseas sanctions and regulatory pressure hit, and the company’s cash flow fell into crisis.

After barely making it to the point where cryptocurrency mining was officially legalized in Russia, everyone thought he was about to make a comeback. Instead, the bank’s collection notice arrived. The bank went straight after him personally. If a court declares him bankrupt, his stake in BitRiver may have to be liquidated, and the empire could change hands.

This is a brutal lesson for all of us: in crypto, the scariest thing isn’t a coin’s price going to zero—it’s signing your own name against leveraged debt.

If you were in his shoes, facing sanctions and debt from all sides, would you cut your losses or fight to the bitter end like him?

$BTC #BitRiver #俄罗斯 #比特币挖矿 #Bankruptcy

MSCI is kicking Strategy out of its index, and many people’s first reaction is: Is Saylor going to sell his coins? The answer is no. According to the results of MSCI’s November review, Strategy will be removed from the MSCI Global Standard Indexes, effective after the close on November 30. The funds that track the index will have to sell MSTR shares; Strategy itself does not need to sell $BTC .

The rules were finalized on October 15: companies whose assets are primarily non-operating assets and that meet at least four of five financial criteria are no longer eligible for inclusion. According to Reuters, MSCI considers these companies to be more like investment funds. Also removed in the same round was Tokyo-listed Metaplanet, while Ethereum treasury company SharpLink was placed on the watch list.

How much selling pressure could there be? Earlier estimates put it at around $2.8 billion, but those were based on an earlier proposal. JPMorgan estimated that the figure could reach $8.8 billion if other index providers follow suit. For now, $BTC is trading at around $74,000, up less than 1% in 24 hours. Put simply, the short-term pressure is mainly on the share price. More concerning is the “more like a fund” label, which could follow the entire treasury sector.

Which treasury company do you think will be next in the crosshairs?

See the image for today’s other highlights 👆
⚠️ Not investment advice · DYOR
#MSCI #Strategy #MSTR #CryptoMorningBrief

Just moments ago, on-chain monitoring detected a noteworthy signal: early investor Strobe Fund has completely liquidated its $ENA position. A total of 142.9 million tokens have been transferred to exchanges or sold, cashing out for approximately $32.95 million.

In April this year, when ENA surged to its all-time high of $1.5, this holding was briefly worth more than $210 million on paper. It then endured a prolonged decline, falling from $1.0 to below $0.5 and eventually reaching a low near $0.2, yet the fund did not sell off a large portion of its holdings.

Recently, the token price rebounded and fluctuated around $0.23. But this “old ally” has chosen to exit completely now. Based on the $32.95 million in proceeds, the average selling price was about $0.23 per token—down roughly 85% from the peak.

The concentrated selling pressure from 140 million tokens has weighed on the market. When an early investor that has been in the project for over a year exits completely, it is often interpreted as a shift in confidence about the project's future growth potential or governance outlook.

Do you think Strobe Fund sold just before the rebound, or do you agree that it was avoiding greater potential risks?
$ENA
#ENA #StrobeFund #Cryptocurrency

Here we go again: Initia has officially confirmed its second security breach in three weeks. This incident, caused by a compromise of its cloud infrastructure, resulted in the theft of approximately $3.27 million in assets. The hacker has since transferred the funds. This is another major security incident for the project following its first hack recently, and the team is investigating.

#Initia #Cybersecurity #HackerAttack #Layer1 #Cryptocurrency

If you bridged assets through Across’s official website in the early hours of this morning, the first thing you did after waking up probably wasn’t checking the markets—it was checking your wallet approvals. At around 2:45 a.m. Taipei time, someone hijacked the domain of the cross-chain bridge’s official website and redirected it to a phishing site, even though the URL users saw hadn’t changed by a single character. Meanwhile, $BTC is still digesting the hotter-than-expected U.S. CPI, hovering around $73,600.

【1. What happened】
According to Across’s post on X, the attacker used social engineering against domain registrar Namecheap and took control of the official website’s domain. The team said it received an alert within 15 minutes and began taking the site offline. SEAL911 subsequently flagged the domain as a phishing site, and Cloudflare deleted its DNS records. The fake site is no longer accessible. Since Namecheap has yet to respond, Across’s frontend and API will remain offline until the domain is confirmed secure.

【2. Who may have been affected】
The team said some users who visited the official website before Cloudflare fully blocked it may have been affected, while users accessing Across through third-party integrations and APIs were not. According to user accounts compiled by Cointelegraph, one person reported losing around $9,000 in $USDC, while another said 7,053 USDT0 was transferred in seven transactions on the Plasma chain. The outlet said it could not independently verify these reports. Across has not yet disclosed total losses.

【3. What you can do now】
Don’t visit Across’s official website, connect your wallet, or sign any transactions or approvals. Wait for an official recovery announcement. Then use an approval-management tool to check your wallet for approvals granted to unfamiliar contracts, and revoke any suspicious ones. This is Across’s own advice. If you’ve already suffered a loss, compile your transaction records and send them to the team. Across says all affected users will be compensated. My own habit is to check exactly what I’m approving before signing—even on websites I know well.

How many approvals are still sitting in your wallet that you forgot about long ago?

See the image for today’s other highlights 👆
⚠️ Not investment advice · DYOR
#Across #PhishingSite #HotterThanExpectedCPI #CryptoMorningBrief

This article is sponsored by AVE
https://share.ave.ai?lang=en&code=nancy.c0813

I got a sponsored deal today, but I turned it down. To be precise, it was probably more than one deal—I turned them down. These days I get 1–2K U for a post, whereas I used to get over 5,000. But I’ve fallen out of fashion and just can’t cut it anymore
😓😓
Guess I’m past my prime

On the other hand, I also felt the project wasn’t any good. I’ve been burned enough times in the past to know better, so I passed. After asking around, I found out that the current project team is planning not to aim for Dragon 1, but only Dragon 2 or even Dragon 3. Their reasoning was that people think if they missed out, then they missed out, and they won’t buy in. So they plan to make their next projects Dragon 2 or Dragon 3
😂
So I asked them: how are you going to build consensus? You can only keep moving in that direction—without consensus, you can’t get a project off the ground.

They told me not to worry, and it seems they’ve already been testing the waters for a few days. I’m curious too: can consensus really be built in this market? Can we see those days when the whole community celebrated together again?
Honestly, I don’t know. But I’ve come to terms with things now. Maybe what I just said will offend some people, but the truth is, I’m gradually stepping away from this circle. People might think I haven’t been very competitive these past few days, but I’ve also been observing and continuing to work on myself. I’ve seriously reflected on how I’ve behaved and conducted myself over the past few years. Three words:
A total dumbass. That’s me, no doubt
😂

How does a KOL, an opinion leader and blogger, become a top influencer? That’s a question you should think about before you truly make it to the top
🤔

Lately I’ve been working hard and diligently doing my homework, gradually getting a clearer picture of the direction I want to take in the future. Simply put, you become whatever you treat the crypto world as. Every circle has people at the bottom and people at the top. Where do you place yourself? That’s what matters most.

The whole world knows Binance was hacked. Will that money flow into the primary market? Nobody knows. But all I know is that liquidity means money that’s moving, not money that’s just sitting there. I like everyone, and I don’t want to make enemies with anyone, but sometimes I’m too blunt. I really hate that about myself. All I can say is:

Keep an eye on new launchpads and on Robinhood and bnbchai over the next little while.

I hope none of the above has offended any person or organization. If it has, I want to apologize in advance. I truly mean it.

I got a sponsored deal today, but I turned it down. To be precise, it should be more than one deal—I turned them down. These days, I get 1–2K U for a post, whereas I used to get over 5,000. But I’m past my prime now and just can’t compete 😓😓. I guess I’ve fallen out of fashion.

Another reason is that I don’t think the project is any good. I’ve been burned by too many projects in the past, so I decided not to take it on. After asking around, I found out that the team is planning not to build a Dragon One project, but only a Dragon Two or even Dragon Three project. Their explanation was that people feel they’ve missed the boat, so they won’t buy in. They plan to make Dragon Two and Dragon Three projects going forward 😂. So I asked them: how do you build consensus? You can only keep moving in that direction step by step. Without consensus, a project can’t get off the ground.

They told me not to worry, and it seems they’ve already been testing the waters for a few days. I’m curious too—can this market really build consensus again? Can we see those days when everyone celebrated together return?
Honestly, I don’t know. But I’ve figured things out now. Maybe what I just said will offend some people, but the truth is, I’ve been gradually distancing myself from this circle. People might think I haven’t been very competitive these past few days, but I’ve also been observing and continuously working on myself. I’ve seriously reflected on what I’ve done and how I’ve acted over the past few years. Three words:
A complete dumbass. That’s me 😂
How does a KOL, an opinion leader and blogger, become a top influencer? That’s a question you should think about before you actually become one 🤔
Lately I’ve been working hard and diligently doing my homework, and I’m gradually getting a clearer picture of the direction I want to take in the future. Simply put, you become whatever you treat the crypto world as. Every circle has people at the bottom and people at the top. Where do you put yourself? That’s what matters most.

The whole world knows Binance was hacked. Will that money flow into the primary market? Nobody knows. But I do know that liquidity means money that’s moving, not money that’s just sitting there. I like everyone, and I don’t want to make enemies with anyone, but sometimes I’m too blunt, and I hate that about myself. All I can say is:

Keep an eye on new launchpads for a while, as well as Robinhood and bnbchai.

I hope none of the above has offended anyone or any organization. If it has, I want to apologize in advance. I mean it sincerely.

#DYOR ❤️

According to her complaint, she was fired by the Ethereum Foundation on the 13th day after telling the organization she had been diagnosed with cancer. Cointelegraph reports that Kayleen Fulton, former head of the Foundation’s protocol support team (known in the community as Nixo), sued the Ethereum Foundation, Vitalik Buterin and four others on November 4 in the U.S. District Court for the District of Colorado, alleging disability discrimination, retaliation and interference with her rights to medical leave. She is seeking compensation for lost wages and other damages, though reports did not specify an amount.

The complaint says the story began with an internal mission document the Foundation published in March. Fulton and her colleague Trent Van Epps organized a letter signed by 53 employees. The letter supported the document’s goals but opposed the requirement that employees publicly affirm their agreement in order to keep their jobs. On April 6, then-co-executive director Bastian Aue fired the two of them, just 30 minutes apart.

Most notably, Vitalik is also named as a defendant. The complaint alleges that, as a board member, he took part in approving and pushing through the policy. The Foundation has not made a public response. The report cites a May 14 letter from the Foundation’s lawyers, in which its Singapore affiliate denied any wrongdoing or retaliation. The letter also said that the departure agreement she signed was binding.

In my view, let’s not rush to take sides. What we have on the table right now is just one party’s complaint, and the court has not issued any ruling. But it raises a question that rarely gets discussed in crypto: an organization that talks about decentralization every day, yet requires employees to affirm their agreement in order to stay, is deeply contradictory. Whether Vitalik speaks out may be more worth watching than the outcome of the lawsuit.

If you were one of the 53 people who signed the letter, knowing that signing could cost you your job, would you still sign?

See the image for today’s other top stories 👆
⚠️ Not investment advice · DYOR
#EthereumFoundation #Vitalik #CryptoDailyBrief

This article is sponsored by AVE
https://share.ave.ai?lang=en&code=nancy.c0813

The odds of a rate hike have risen sharply. Yesterday, Richmond Fed President Barkin said at a chamber of commerce event in South Carolina that U.S. demand is holding up and inflation remains stubborn, so the direction of monetary policy is relatively clear: rates still need to go up. But he immediately added that AI is the elephant in the room, and that the pace of adjustments needs to be handled cautiously.
He pointed to two risks. One is that AI fails to live up to expectations, leading companies to cut investment and share prices to fall. Consumption, which has been supported by asset gains, could then cool, and unemployment could rise. The other is that AI advances too quickly and replaces more jobs than expected, also weighing on consumption. Either way, the Fed could be forced to shift its focus from curbing inflation to protecting employment.
Barkin also said he has no preset position on the December meeting and will wait for the latest inflation and employment data before making a judgment. Markets currently put the odds of a December rate hike at around 80%. He will not have voting rights until 2027, but his remarks brought AI directly into the heart of policy, making it clearer that “rate hikes can’t be guided by inflation figures alone.”

For markets, this is not a signal that rates will “surge immediately.” Rather, it is a reminder that the ceiling for this round of rate hikes may no longer be determined by inflation alone; how AI is actually adopted will also affect policymakers’ judgment. Data is still coming in, and volatility is likely to continue through December. Don’t mistake a clear policy direction for a one-way market. AI is a wild card that makes the entire path more data-dependent and more prone to reversals.

#美联储 #RateHike

A suspected hacker converted 1,670 ETH withdrawn from Tornado Cash into ZEC on Hyperliquid. Does this mean the price of ZEC will go up? 😂😂

$ZEC

The BNB Chain market is really dead. On the primary market, everything settles by the hour or even by the minute. Personally, I feel like meme coins will never regain their former glory—at least not on BSC at this stage. The Robinhood boss has been going all out to support projects these past two days, but they go cold just a few hours later. Where's the problem? I think all you handsome men and beautiful women know where this space has ended up.
I'm standing at a crossroads with no clear direction. All I can do is keep working on myself and prepare for the next phase.
😓

#bnbchain $BNB