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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).

U.S. Treasury Secretary Janet Yellen stated that excessive interest rate hikes would be inappropriate as the impact of energy supply shocks is about to fade. The Federal Reserve should focus on the future. The market is resilient. Bond auctions are strong, and there is robust demand for the dollar. There is confidence in the economy, the economic situation is very good, and there are no alarm signals.

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.

a16z recently released a comprehensive overview of the Agent economy. a16z partners Olivia Moore and Justine Moore pointed out in the accompanying article that as AI Agents begin to select products, subscribe to services, and complete purchases for users, the infrastructure for payments, identity verification, and anti-fraud will face new demands.The "Payments and Checkout" section of the map includes crypto-related projects such as Kite, Crossmint, Privy, Turnkey, and Catena Labs, covering stablecoin payments, wallets, and expense management. Among the aforementioned projects, Kite is currently the only one that has issued a tradable native token.

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.

According to Onchain Lens monitoring, a certain whale has just withdrawn 742.5 BTC from Binance again, worth approximately 51.48 million USD.In the past 19 hours, this whale has received a total of 1042.5 BTC from Binance, worth approximately 72.89 million USD.Currently, this wallet holds about 1410 BTC, worth approximately 97.81 million USD.

Analyst Murphy stated that the sentiment in the cryptocurrency market has returned to "extreme fear." On November 12, the realized losses of long-term and short-term holders moving to trading platforms reached recent highs, with the overall scale approaching the bear market bottom period of June to July this year.Murphy mentioned that the market has recently faced multiple extreme bearish factors, including the Binance black swan event, concerns over AI infrastructure restrictions triggered by the Democratic Party's midterm election victory, CPI exceeding expectations, Nvidia's sharp decline due to scandals, and MSTR being removed from the MSCI index. The severity of these events has surpassed historical levels, except for March 12, 2020. He acknowledged underestimating the impact of collective panic and the short-selling forces behind it, stating that under the dominance of irrational behavior, all technical supports have failed.Murphy also revealed that in his personal holdings, ETH is trapped at $2260, MSTRB is trapped at $136, and his heavily invested BTC has seen a significant reduction in unrealized gains, but he has chosen to maintain his positions. He still believes that the nine months from February to November this year are not a "bear market continuation," but rather a transitional period after emerging from the bear bottom structure, and stated that once signs of improved sentiment and indicator resonance appear, he will only buy on dips.

According to a report by Reuters, two informed sources said that approximately 600,000 NVIDIA H200 artificial intelligence chips are currently stored in Hong Kong, waiting to be shipped to mainland China, which has not yet approved the large-scale import of the relevant chips. In recent months, China has allowed some H200 chips to enter the country, with several large Chinese internet companies each obtaining about 10,000 chips, and a small number of chips delivered through intermediaries and indirect channels, with specific quantities not disclosed.One informed source stated that as of the end of October, a server in mainland China equipped with 8 H200 chips is quoted at over 6 million yuan, about three times the price from a year ago; servers using NVIDIA Blackwell chips are quoted at over 20 million yuan each. The United States previously banned the export of H200 to China, but the Trump administration allowed NVIDIA to sell the chip to approved Chinese customers last year.

According to Catcher Predict monitoring, in the market prediction event on Polymarket "LoL: DetonatioN FocusMe vs Saigon Warriors LCP Promotion Match," the "Yes" option win rate for the sub-market "Both teams kill a dragon" has experienced a sharp fluctuation, soaring from 53% an hour ago to the current 90% (a fluctuation of 37%). Please note the impact of related breaking news.

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.

According to Ember Monitoring, a giant whale has re-invested approximately 20 million USDC to purchase 10,380 ETH, with a total of about 25,498 ETH accumulated over two purchases.

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 Ember Monitoring, trader AguilaTrades has closed a short position of 500 BTC opened at $71,697, with a net profit of approximately $1.3 million.

According to the "Shanghai Scientific Data Management Measures (Trial)", the Shanghai Municipal Science and Technology Commission and the Shanghai Municipal Bureau of Data propose to encourage the application of technologies such as artificial intelligence, blockchain, and privacy computing to establish a mechanism for the discoverability, authorization, traceability, and assessability of scientific data for development, utilization, and open sharing, promoting the sharing and utilization of scientific data throughout Shanghai and the Yangtze River Delta region. This policy mainly targets scenarios such as scientific research data management, authorized circulation, and trustworthy traceability, and does not involve cryptocurrency trading or digital asset issuance.

According to Arisk monitoring, the hacker of the decentralized exchange Arcus has begun to transfer the stolen funds. The attacker's address 0xefb...0b3dd has transferred a total of 150 ETH, of which 100 ETH was transferred to address 0x7546...9f2633 and further transferred to Binance's hot wallet about 4 minutes later.An additional 50 ETH was transferred to address 0xa91f...33a3e2, which had previously exchanged ETH for BTC through Relay. The 50 ETH received is still held in that address. As of now, the attacker's address 0xefb...0b3dd still holds approximately 325.06 ETH.

The Ministry of Home Affairs of Singapore issued a statement saying that Hong Kong resident Wong Lok was previously investigated by the police for allegedly making false declarations during the server procurement process, but the existing evidence is insufficient to prove that Wong Lok was involved in any illegal activities, and he will not be prosecuted.Although the investigation into Wong Lok by Singapore has temporarily come to a close, the law enforcement actions surrounding the transshipment trade of servers have not ended. The statement confirmed that the investigation into Megaspeed and another 6 individuals is still ongoing, and since the investigation began in February 2025, these 6 individuals have not set foot in Singapore.

Eskender Abebe announced his joining the early-stage crypto venture capital firm Archetype as Chief Product Officer. Archetype confirmed that he is the first Chief Product Officer of the firm. According to him, he will be responsible for building internal platforms and tools at Archetype, bringing a product perspective into the investment process, and working directly with early founders to help accelerate their progress. Eskender Abebe previously served as Chief Product Officer at Eliza Labs, the maintainer of the open-source AI framework elizaOS, and earlier held positions as the product lead for ENS and a senior technical product manager at Consensys.Eskender Abebe stated that he has been working at the intersection of crypto and AI for the past few years. He believes that crypto allows capital to be programmed, distributed, and coordinated without central institutions, while AI enables intelligence to be programmed, distributed, and coordinated without central institutions. He also mentioned that the experience in ownership, incentives, and open coordination in crypto will play a core role in the interactions and transactions of autonomous AI systems, and together they will change the upper limits of ideas that individuals and small teams can pursue.Regarding his responsibilities and reasons for joining, Eskender Abebe said that if the company structure changes, the supporting institutions should also adjust. He stated that excellent venture capital firms are always built on judgment, relationships, and beliefs, which do not change, but the products built around them can change, including tools, systems, and practical experiences used to support founders and allow them to focus on building. He also mentioned that he joined Archetype because he recognizes the team's judgment criteria and the depth of collaboration between the team and the founders and their ideas.

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.

Nakamoto, the Bitcoin treasury company, currently owes the cryptocurrency exchange Kraken 165 million USDT, with the debt exceeding its stock market value of approximately 104 million USD. According to the loan amendment agreement signed by both parties on Wednesday, the repayment deadline for the originally scheduled 60 million USDT due on December 4 has been extended to December 4, 2027, while the remaining 105 million USDT will still be due on June 30, 2027, meaning the company does not need to repay the loan this year.Nakamoto's quarterly report shows that as of the end of September, out of the 4,283 BTC held by the company, 3,030 BTC have been pledged to Kraken, valued at approximately 253 million USD based on the price at that time. At Bitcoin's current price of below 69,000 USD, this portion of collateral is valued at about 208 million USD, which is only equivalent to 126% of the outstanding loan. If the value of the collateral falls below the agreed maintenance level, the company will need to repay part of the loan or add more Bitcoin as collateral. The new agreement also allows Kraken to include the net value of Nakamoto's Bitcoin derivatives account in the calculation of collateral requirements.