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Zhao Changpeng posted on platform X that the Japanese listed company ASIAN STAR will distribute BNB worth a total of 8 million yen to eligible shareholders and plans to tokenize Japanese real estate on the BNB Chain.Zhao Changpeng stated that this is a first in Japan and a global first, providing more ways for traditional enterprises and their shareholders to participate in cryptocurrency. He also mentioned that despite the turbulent market, industry builders are still continuously advancing projects.

Bitwise CEO posted on platform X, stating that the minimum amount for physical Bitcoin ETF trading is now $1 million, significantly reduced from $50 million a year ago. He thanked the team and partners for their efforts in expanding participation channels.

According to CNBC, HSBC analyst Frank Lee downgraded Nvidia's rating from "Buy" to "Hold," and lowered the target price from $365 to $170, indicating only about a 2.3% upside from Thursday's closing price.Lee believes that the stock price will remain under pressure until Nvidia clearly establishes a formal succession plan and the new CEO proves their execution capability. Currently, Chief Financial Officer Colette Kress is serving as the interim CEO.Lee also pointed out that the risk of the U.S. tightening chip export restrictions further cannot be ignored. Over the past six quarters, about 11% of Nvidia's revenue came from markets outside the U.S. and Taiwan, and HSBC believes these markets may become the focus of tightened export restrictions.In HSBC's pessimistic scenario, if export restrictions lead to an 11% reduction in Nvidia's revenue for the fiscal year 2028 compared to the baseline scenario, earnings per share could drop to $13.57, approximately 13% lower than HSBC's baseline forecast of $15.65, and about 14% lower than the market consensus of $15.77.

According to SEC filings, GRAM (formerly TON) treasury company TON Strategy (Nasdaq: TONX) announced its financial report for the third quarter of 2026. As of September 30, the company held 235,126,342 GRAM, with a fair value of $348 million and a cost of $745 million, of which 232,865,523 were in a pledged state.In the third quarter, the company received staking rewards of 9,430,881 GRAM, with staking income of $13.07 million, resulting in a quarterly total staking yield of 4.09%. During the same period, the fair value change loss of digital assets was $27.23 million, leading to a net loss attributable to the company of $23.97 million, with a loss per share of $0.42.The cumulative net loss for the first three quarters was $38.26 million; the company sold GRAM for $7.56 million and repurchased 1,786,928 shares through a market buyback agreement, costing $5.74 million. As of September 30, cash and cash equivalents amounted to $25.30 million. The original businesses Market.live, Go Fund Yourself, and Lyvecom were announced to be gradually shut down in July.In addition, the documents show that from October 1 to November 12, the company sold another 2 million GRAM, generating $2.32 million. Based on the price on November 11, the value of the GRAM held as of September 30 decreased to $268 million.

Metaplanet released its Q3 2026 financial report materials. As of September 30, it held 44,000 BTC, an increase of 1,000 from the end of June; the BTC Yield for Q3 was 11.3%. During the quarter, the company purchased 11,000 BTC and sold 10,000 BTC to demonstrate liquidity, then repurchased 11,000 BTC. The sale recorded a loss of approximately 122 million USD (19.2 billion JPY).In the first three quarters, Metaplanet's revenue was approximately 37.55 million USD (5.895 billion JPY), a year-on-year increase of 30.5%; operating profit was approximately 22.14 million USD (3.476 billion JPY), a year-on-year increase of 26.5%; net loss attributable to shareholders was approximately 173 million USD (27.157 billion JPY), compared to a profit in the same period last year. The loss mainly came from Bitcoin valuation and losses from sales.The company also lowered its full-year 2026 revenue forecast from approximately 102 million USD (16 billion JPY) to about 41.4 million USD (6.5 billion JPY), and its operating profit forecast from approximately 72.61 million USD (11.4 billion JPY) to about 19.11 million USD (3 billion JPY).

According to SEC filings, Bitcoin treasury company Twenty One Capital (XXI) released its Q3 2026 financial report and shareholder letter, stating that as of September 30, it holds 43,514 BTC, valued at approximately $83,700 each, of which about 16,116 BTC is used as collateral for convertible notes. In the third quarter, Twenty One reported a net profit of $1.087 billion, primarily from a $1.093 billion fair value gain on Bitcoin (non-cash).As of September 30, cash and cash equivalents were $102.8 million, with outstanding convertible note principal at $486.5 million. The company stated that stock buybacks are "worth serious consideration" when the stock price is below its corresponding asset value, and it is also evaluating opportunities in mining, lending, treasury, and energy sectors.In addition, former Skadden global capital markets head David Goldschmidt has joined its board and audit committee.

According to SEC filings, Bitcoin Treasury Company Nakamoto (Nasdaq: NAKA) released its Q3 2026 financial report, stating that as of September 30, it holds 4,283 BTC, with a fair value of approximately $357.9 million, of which 3,030 BTC are pledged as collateral for notes payable, and 1,253 BTC are unencumbered.In the third quarter, Nakamoto reported a net profit of $85.5 million, with a diluted earnings per share of $4.07, primarily from a fair value gain of approximately $110.4 million on digital assets (non-cash); total operating revenue was -$1.9 million, with operating business revenue of $3.9 million and net income from derivatives of -$5.8 million. As of September 30, cash and cash equivalents totaled $19.4 million, with total notes payable amounting to $164.9 million.Additionally, Nakamoto has extended the maturity date of $60 million of its $165 million USDT loan from Kraken from December 4, 2026, to December 4, 2027, while the remaining $105 million USDT will mature on June 30, 2027, with no principal due in 2026.

The latest 13F filing from the quantitative trading firm Jane Street shows that as of September 30, the company held 23.8268 million shares of Nvidia common stock, with a market value of approximately $5.442 billion based on the quarter-end price. Compared to the end of the second quarter, when it held 11.8056 million shares valued at about $2.362 billion, the number of shares increased by 12.0211 million, an increase of about 101.8%. Among the listed common stock holdings, Nvidia is the second largest position, second only to the SPDR S&P 500 ETF.The 13F only reflects the quarter-end holdings and does not represent the current positions, nor does it disclose short positions, and it does not specify the timing of the increases or the gains and losses. The same document also lists a large number of call and put options for Nvidia, corresponding to approximately 74.76 million shares with a notional value of about $17.07 billion, and about 10.5 million shares with a notional value of approximately $23.98 billion. Options are reported based on the notional value of the underlying stock, and the notional size may significantly exceed the actual investment, making it impossible to assess the overall risk exposure after hedging based on this information; therefore, this holding cannot be simply understood as a one-way heavy bet.

CryptoQuant analyst Axel Adler Jr. stated that the price of Bitcoin has fallen below the realized price of short-term holders (STH) and has been below the level of $75,429 for five consecutive days. Overnight, Bitcoin dropped to around $68,000, with a price-to-cost ratio of 0.9, indicating that short-term holders are facing an unrealized loss of about 10%.Additionally, the MVRV Z-Score decreased by 0.13 points this week to 0.54, showing that the market's unrealized profit buffer is shrinking but remains positive. Analysts pointed out that Bitcoin is still in a correction phase, and if the price continues to rise above the STH realized price, it will strengthen expectations for market support formation; if the MVRV Z-Score falls below zero, it may indicate that the market is facing deeper pressure.

According to The Block, the latest 13F filing submitted by JPMorgan to the U.S. Securities and Exchange Commission shows that as of September 30, the bank held approximately $540 million in BlackRock Bitcoin ETF IBIT, an increase of 9.6% from the previous quarter. During the same period, JPMorgan increased its holdings in the common stock of Bitcoin Strategy by 36%, to 848,932 shares. The same document shows that the IBIT holdings amounted to 11,408,930 shares, with a market value of approximately $539.98 million, compared to 10,407,635 shares and a market value of approximately $355.73 million at the end of the previous quarter. The market value of the Strategy holdings is approximately $131.3 million, with 624,387 shares and a market value of approximately $57.9 million at the end of June. This document was submitted on November 12.

Binance will conduct an Alpha airdrop and open trading today at 19:00 (UTC+8). Users with at least 256 Alpha points can claim tokens on a first-come, first-served basis until the airdrop pool is fully distributed or the airdrop event expires. More details will be announced soon.

The Binance publication date for the new proof of reserves snapshot is November 12. Compared to November 4, user BTC holdings increased by 0.35% to approximately 687,900 coins, a net increase of 2,388 coins; ETH holdings increased by 1.04% to 3.48 million coins; USDT holdings decreased by 3.68% to 24.3 billion coins, a reduction of 928 million coins; BNB holdings increased by 1.03% to 42.95 million coins. Binance stated that this snapshot is different from the usual monthly proof of reserves and was conducted as an additional verification following the October 29 hacking incident involving approximately $6.34 billion in crypto assets, and stated that it has fully compensated for the affected assets.

According to Bloomberg, billionaire investor and Nvidia shareholder Leo KoGuan stated on Friday that he would not increase his stake in the company if Jensen Huang is no longer at the helm of Nvidia.KoGuan mentioned that he has invested approximately $1.3 billion in Nvidia and referred to Huang on social media as "the supreme creator," believing that rewards should be prioritized over punishment. Previously, Huang was removed from the Nvidia board due to reports involving three extramarital affairs.KoGuan also expressed that if Huang were to establish or acquire another super-intelligent company in the future, he would hope to have the opportunity to invest.

According to CoinDesk citing Bloomberg, SpaceX and Tesla may announce a merger as early as December, with the announcement possibly delayed until early 2027. The boards and advisors of both parties are formulating the terms of the deal and the management plan for the merged company. The two companies collectively hold approximately 30,220 BTC, with SpaceX holding 18,712 BTC as of the end of September and Tesla holding 11,509 BTC.Based on the reported Bitcoin price of nearly $69,000 at the time of publication, the aforementioned holdings are valued at approximately $2.1 billion, accounting for about 0.06% of the combined market capitalization of the two companies, which is $34 trillion. The merger itself does not require either party to increase their Bitcoin holdings; it will only consolidate the existing holdings on both sides' balance sheets. Tesla's board has established an independent committee to evaluate the potential merger, and the transaction must receive the committee's recommendations and necessary shareholder approval; Tesla's annual shareholder meeting is scheduled for December 3.

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.

According to Whale Alert monitoring, a dormant address holding 50 BTC has just been activated. This address has been dormant for 16.2 years, and the Bitcoin it held was worth only about 3 dollars in 2010, but its value has now risen to approximately 3.44 million dollars.

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 price of $153.09 per share on September 30, 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 major market maker in stocks, ETFs, and options, part of the common stock holdings may be hedges against options and market-making books, and the 13F filing does not specify the exact ratio. 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 completely 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 market news, Jensen Huang will no longer hold any position at NVIDIA in the future.

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.