its

According to Arkham monitoring, Morgan Stanley transferred 24,452 SOL to a Coinbase address this morning through its spot Solana exchange-traded fund MSOL, suspected to be a sale.In addition, during the market downturn, Morgan Stanley once again bought the dip through its spot Bitcoin exchange-traded fund MSBT, having spent a total of 52.87 million dollars to purchase approximately 735 BTC this week. As of now, its total Bitcoin holdings have risen to 11,625 coins, valued at approximately 784 million dollars.

According to on-chain analyst Yu Jin's monitoring, @smartestmoney (0x082e...ca88) opened a long position of 1.38 million HYPE at $38.6 last November and has held it until now. This position had an unrealized profit of $82 million when HYPE rose to $98 in September; however, with HYPE recently pulling back to below $70, the unrealized profit has decreased to $42.95 million. The liquidation price for this position is $65.15, which is $4.65 away from the current price.

The Federal Reserve stated that bank deposits in the United States increased by 56.5 billion dollars last week.

Bill Miller IV, Chairman and Chief Investment Officer of Miller Value Partners, stated in the BMTV program that he remains bullish on Bitcoin against the backdrop of market sentiment nearing the lows seen during the FTX collapse. He pointed out that Bitcoin rose from $63,000 to $87,000 within months, then fell back to $68,000, and believes that volatility is the price of holding quality assets.He drew a comparison with gold, arguing that Bitcoin's accessible value is far higher than its current market capitalization; its supply only grows by 80 basis points each year, making it scarcer than gold. He also discussed the issue of continuous currency issuance, stating that printing money is the only way out in the current macro environment.The program also covered topics such as Strategy being removed from the MSCI index, rising inflation and Federal Reserve interest rate hikes, the AI bubble and Nvidia's valuation, catalysts for Bitcoin price increases, and what conditions the Clarity Act can provide for Bitcoin investors.

The Ethereum Layer 2 project MegaETH, after rebranding to MEGA, has laid off 20% of its staff. This restructuring aims to steer the company in a new direction. According to a post by co-founder Shuyao Kong on the X platform, this round of layoffs affects employees involved in building the MegaETH blockchain, wallet, and ecosystem, while the founders, early employees, and core engineering team will continue to invest in the project. Kong stated, "We believe that cryptography and distributed systems will change the way the world produces and accesses pure intelligence. We have a lot to prove and a lot of work to do."Just this week, the MegaETH Foundation was renamed to MEGA and has committed to investing $30 million in new products, including AI inference. Kong told The Block, "We believe that crypto is the only technology that can keep AI fair and open." The MegaETH team launched the MEGA token in April this year after achieving its first performance milestone, with 53.3% of its supply linked to KPI-based staking rewards.As of the time of publication, the MEGA token price is approximately $0.045, having risen about 7.5% over the past 30 days.

OpenAI disbanded its independent robotics research team, integrating researchers into the core research team and application departments, aiming to accelerate the development of general-purpose robots. OpenAI stated that general AI models like GPT-6Astra have demonstrated capabilities in robotic applications.NVIDIA's research shows that agents equipped with Astra achieved a success rate of 74.8% in simulated tests. OpenAI plans to conduct the first public demonstration of humanoid robots in 2027.

According to Bitcoin Magazine, Brooklyn-based consumer-grade Bitcoin miner manufacturer FutureBit announced that the Apollo III Full Node will go on sale this Friday at four Micro Center locations, marking the company's first entry into offline retail channels. The stores are located in Brooklyn, Miami, Tustin in California, and Austin in Texas, with the Austin store being the 31st Micro Center location in the United States. Consumers can also reserve online and pick up in-store; FutureBit has not disclosed the inventory and retail pricing for each store.According to FutureBit's official website, the Apollo III Full Node without a hard drive is priced at $1,099.99, while the versions with 1 TB and 2 TB SSDs are priced at $1,299.99 and $1,399.99, respectively. The Standard version for mining starts at $899.99. The machine's Turbo mode has a maximum hash rate of about 18 TH/s and a power consumption of about 325 watts; Eco mode has about 12 TH/s, 150 watts, and noise below 35 decibels; Super Eco mode has about 8 TH/s and 80 watts. The entire unit is a 6.5×6.5×6 inch cube, weighs 6.5 pounds, uses a 3-nanometer chip designed in the United States with 8 GB of memory, has a built-in independent mining pool, is assembled in the United States, and comes with a one-year limited warranty.FutureBit founder John Stefanopoulos stated that in the early days of the company, they would purchase parts weekly from the DIY electronics section of the Brooklyn Micro Center, and now consumers can walk into the same store to learn about Bitcoin mining and take home a miner on the spot. FutureBit has been developing consumer-grade miners since 2015. Bitcoin Magazine previously reported that on October 26, a user mined block 973262 using FutureBit's Apollo Solo solution, receiving a block reward of 3.154 Bitcoins.

After the release of the U.S. October PPI data, the market lowered its expectations for a Federal Reserve interest rate hike.

U.S. Treasury Secretary Janet Yellen stated that Nvidia (NVDA) is an outstanding company that can continue to grow without relying on its founder.

According to CoinDesk, crypto analyst Omkar Godbole stated that the Bitcoin weekly MACD histogram fell below the zero line this week, indicating a weakening price momentum. If the histogram remains negative at the weekly close on Sunday, the bearish signal will be confirmed. Based on the price of approximately $69,000 at the time of the report, if the decline reaches 16%, Bitcoin will drop below $60,000 and approach this year's low of around $57,700.Statistics show that since November 2012, the Bitcoin weekly MACD has generated 24 bearish signals. Among them, in 13 instances, Bitcoin fell at least 16% before the indicator turned bullish again after the signal was confirmed. Of these 13 instances, 5 reached this decline within a week, and 10 within four weeks, with a median time of three weeks. In November 2018 and February 2014, Bitcoin fell 38% and 35% respectively within a week after the signal was confirmed.However, in the other 11 instances, the declines were all less than 16%. The most recent bearish signal appeared in June this year, when Bitcoin only fell about 3% to $57,700 before rebounding. This signal emerged amid outflows from U.S. spot Bitcoin ETFs and a strengthening dollar, but a single technical indicator is insufficient to determine whether Bitcoin will revisit this year's low.

According to Onchain Lens monitoring, the market maker Wintermute has increased its short exposure on the decentralized perpetual contract platform Hyperliquid from 72.45 million dollars to 90.71 million dollars, an increase of 18.26 million dollars.Its historical profit has risen to 227.55 million dollars, an increase of 540,000 dollars since the last update, with a profit of 20.64 million dollars over the past 30 days.

According to Dow Jones, citing informed sources, Kimi's large model developer Moonshot AI is considering an IPO in Hong Kong in early 2027. The report states that Moonshot AI is dismantling its overseas holding structure to pave the way for the listing.Previously, Bloomberg reported that Moonshot AI had completed its final round of private financing, with a valuation of approximately $50 billion, and is considering raising up to $5 billion in the IPO, having secretly submitted a listing application to the Hong Kong Stock Exchange. Moonshot AI previously responded to the media by stating that it does not comment on market rumors or speculation.

According to BBX data, yesterday and in recent days, global cryptocurrency treasury companies have intensively released their Q3 2026 financial reports, disclosing the latest on-chain asset reserves and operational data. The core information is as follows:· Bit Digital (NASDAQ: $BTBT) disclosed that it holds over 163,000 ETH in Q3, with a market value of $439 million: The Ethereum treasury company Bit Digital released its Q3 financial report showing that its balance sheet currently holds approximately 163,725.9 ETH. Based on the price of about $2,684 per ETH at the end of the reporting period, the total market value of its holdings is approximately $439.4 million. During the third quarter, the company did not purchase new ETH but sold 1,625 ETH at an average price of about $2,114.62 for regular cash flow and operational expenses.· Hyperion DeFi (NASDAQ: $HYPD) reduced its HYPE holdings to repay debts, with a total holding value of approximately $167.9 million: The HYPE treasury company Hyperion DeFi disclosed that as of September 30, it holds approximately 1.848 million HYPE on its balance sheet. This figure has decreased from 2.04 million at the end of Q2, and the company clearly stated that the main reason for the reduction was to sell HYPE to repay debts. Based on a market price of $90.83 per HYPE, the current value of its HYPE treasury is approximately $167.9 million (with an average holding cost of $40 per HYPE), and the company's overall net asset value is approximately $182.4 million.· BTCS (NASDAQ: $BTCS) is deeply involved in the DeFi ecosystem, with ETH holdings reaching 49,571: The Ethereum treasury company BTCS released its Q3 financial report showing that as of September 30, it holds 49,571 ETH (with a fair value of approximately $133.1 million), a decrease from 70,787 ETH at the end of 2025. Notably, BTCS has invested the majority of its assets into decentralized finance networks to generate returns: among these, 2,880 ETH is used for node staking, and 46,607 ETH is deposited in DeFi protocols (with most held as collateral in Aave). This year, BTCS has also exchanged some ETH for stablecoins for DeFi borrowing and liquidity pool deployment, and as of September 30, its liquidity pool position has reached $40.95 million.

Spot gold hits a new low for the phase, bets on a 50 basis point rate hike by the Federal Reserve continue to heat up, and miners are under pressure.

According to on-chain records, the Cosmos ecosystem decentralized exchange Osmosis has resumed block production approximately four hours after the interruption in block production.During the interruption, the South Korean exchange Upbit kept OSMO spot trading open normally but suspended the deposit and withdrawal services for the token.

The latest 13F filing for the third quarter of 2026 submitted by Renaissance Technologies, a quantitative hedge fund founded by mathematician Jim Simons, shows that the firm has significantly adjusted its U.S. stock holdings, nearly completely liquidating its positions in Nvidia, Meta, Apple, and Amazon, with Nvidia's holdings decreasing by 99.7% from a previous market value of approximately $1.42 billion. This reduction occurred weeks before the controversy involving Jensen Huang was exposed.From the top ten holdings, Micron Technology ranks first with $1.62 billion, followed by Advanced Micro Devices with $1.21 billion, then United Therapeutics at $908 million, Intel at $835 million, Google's parent company Alphabet at $828 million, and UnitedHealth at $817 million. Additionally, it has established a new position in SpaceX, with a holding value of approximately $621 million.In terms of specific adjustments, the firm has significantly increased its holdings in SanDisk, with the number of shares increasing by 5451%; Micron Technology and UnitedHealth saw their share counts increase by 619% and 507%, respectively, while AMD increased by 140%. Aside from Nvidia, the number of shares in Meta, Apple, and Amazon was reduced by 99.9%, 99.8%, and 99.5%, respectively, and it reduced its position in Palantir by 71%. The firm also completely exited positions in Blackstone, the S&P 500 ETF, Marvell Technology, and Danaher.

Noel Walsh, head of Microsoft's Cloud Operations and Innovation department, stated that the company will bear the electricity costs associated with the expansion of data centers, without relying on government subsidies or passing costs onto other electricity consumers. Microsoft plans to invest $117 billion this year in building AI and cloud service computing power.Microsoft is collaborating with Chevron and investment firm Engine No. 1 to advance the large data center and supporting power project Project Kilby in West Texas. The project was previously affected by a local data center approval suspension but is still scheduled to begin construction in 2028 and fully operate by 2031. Chevron stated that the project will create jobs and stabilize tax revenue for the local area; Microsoft indicated that data center construction must bring net benefits to the community where it is located, or it will be difficult to continue.

According to Bitcoin Magazine, trading giant Jane Street Group increased its holdings in MicroStrategy (MSTR) by 53.8% in the third quarter, bringing the total to 4,119,097 shares. The 13F filing submitted on Thursday shows that this position as of September 30 increased by 1,441,475 shares from the 2,677,622 shares disclosed on June 30, when the position was valued at $232.8 million. Based on the September 30 share price of $153.09, the newly added position is valued at $630.6 million; however, based on Thursday's closing price of $114.41, the same position is valued at approximately $471 million.The filing also lists call options covering 13,573,000 shares of MicroStrategy and put options covering 13,991,800 shares, both of which are more than three times the size of the common stock holdings, with the former valued at $2.08 billion and the latter at $2.14 billion. Since Jane Street is a large market maker in the fields of stocks, ETFs, and options, part of the common stock holdings may be hedges against options and market-making books, and the 13F filing did not specify the exact proportions. The report consolidates the holdings of seven managers including Jane Street Capital, Jane Street Options, and Jane Street Global Trading, listing a total of 14,764 records with a total value of $1.19 trillion.In the 13F submitted on Thursday morning, Jane Street's increase was the highest among large MicroStrategy holdings. Capital International Investors increased its holdings by 4.5% to 36,467,109 shares, valued at approximately $4.17 billion based on Thursday's closing price; Invesco increased its holdings by 10.9% to 10,362,698 shares; Renaissance Technologies reduced its holdings by 41% to 1,515,560 shares and liquidated its previously disclosed spot Bitcoin ETF position. The above data is as of September 30, prior to MSCI's decision to remove MicroStrategy from its U.S. index, a change that will force index funds to sell before November 30.

According to Bitcoin Magazine, as disclosed in the 13F filing submitted on November 5, Bank of New York Mellon (BNY Mellon) increased its holdings in Bitcoin treasury company Strive (ASST) by 28% in the third quarter, bringing the total to 237,100 shares, valued at $6.97 million based on the price as of September 30.Compared to the 185,556 shares disclosed on June 30, this increase of 51,544 shares had a market value of approximately $2.02 million at that time. The increase in market value was mainly due to the stock price: the implied ASST price in the two filings rose from $10.91 on June 30 to $29.41 on September 30, resulting in a more than doubling of the disclosed market value alongside a 28% increase in the number of shares held.The 13F is a snapshot at a point in time rather than a trading record. Bank of New York Mellon submitted a consolidated report covering group-level holdings, so Strive's position may include client, fund, and discretionary accounts, rather than a single proprietary bet, and the bank may have adjusted its holdings after September 30.As of September 30, the bank's assets under custody and administration amounted to $63.4 trillion, with managed assets totaling $2.2 trillion. In the same report, its Bitcoin-related positions also included 1,056,230 shares of Strategy (MSTR), valued at $161.7 million, and 162,072 shares of BlackRock iShares Bitcoin Trust (IBIT), valued at $7.67 million, the latter nearly doubling from 85,282 shares as of June 30.According to regulations, institutions with investment decision-making authority over securities exceeding $100 million must disclose their holdings within 45 days after the end of the quarter, with this quarter's window extending to November 16 due to November 14 falling on a Saturday.JPMorgan submitted its third-quarter 13F this Thursday, while Wells Fargo, Millennium Management, and Schonfeld Strategic Advisors had not yet appeared in the SEC's EDGAR system as of Thursday morning.Among the disclosed banks, Barclays reported holding 3,942,900 shares of IBIT, valued at $186.7 million, an increase of 48% from 2,658,147 shares three months ago, in a filing on November 6; Citigroup reported holding 521,144 shares of IBIT, valued at $24.7 million, in a filing on November 4, and added 1,636,387 shares of Fidelity Wise Origin Bitcoin Fund (FBTC), valued at $118.9 million. Strive itself increased its holdings by 29 Bitcoins in the week ending November 6, bringing its total holdings to 43,153 Bitcoins.

Bitcoin Treasuries posted on platform X that JPMorgan disclosed an increase in holdings of Strategy by 224,545 shares, with a transaction amount of 25.5 million USD.After the increase, JPMorgan holds a total of 848,932 shares of Strategy, valued at 97.1 million USD, with a 36% increase in holdings.