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Citrini semiconductor analyst Jukan relayed the views of Taiwanese semiconductor analyst Lu Xingzhi regarding the controversy surrounding NVIDIA CEO Jensen Huang. Lu Xingzhi stated that the purpose of this incident was not to expose an extramarital affair, but to advance three goals of the U.S.-China tech war that had been difficult to push forward due to Huang's opposition. The first goal is to completely undermine Huang's lobbying legitimacy in Washington against chip sanctions on China. Lu Xingzhi mentioned that over the past two years, Huang has been one of the most influential business leaders in Silicon Valley opposing a total ban on chip exports to China, consistently indicating to the White House that ceding the Chinese market to Huawei would ultimately harm the U.S. tech industry.Lu Xingzhi stated that once U.S. intelligence agencies classify Huang's extramarital affair partner as a spy from the Chinese Ministry of State Security attempting to promote the relaxation of U.S. chip controls, his previous lobbying for relaxed regulations would take on a different political meaning and escalate into a national security issue. He believes that Huang will find it difficult to defend the Chinese market before Congress or the White House thereafter, or he will be accused of still being under the influence of intelligence operations. The second goal is to overturn the export approval for the H200 to China and sever the connection between Chinese shell companies and the Southeast Asian transshipment network. Lu Xingzhi noted that on the day the scandal broke on November 8, The New York Times published an investigation, with reporters visiting dozens of Chinese companies approved by the U.S. Department of Commerce to handle NVIDIA H200 chips.Lu Xingzhi mentioned that one report indicated that NVIDIA's CEO had an extramarital affair with a female spy from the Singapore company Megaspeed, while another report stated that the Chinese companies approved to purchase the H200 were merely shell companies for transactions with the Chinese military. He believes that the two reports aim to pressure the Trump administration and the Department of Commerce to fully revoke or freeze the export approval for the H200 to China and to push for the rectification of loopholes in the transshipment of chips through Singapore and other Southeast Asian third-party data centers. The third goal is to place NVIDIA under national security constraints through congressional oversight and independent investigation. Lu Xingzhi stated that three congressional committees responsible for China, foreign affairs, and intelligence matters have begun to directly review NVIDIA's internal security measures and are pressuring the board to establish an independent investigation committee to investigate the founder and CEO. He also mentioned that the closed-door congressional hearing scheduled for November 18 will be a turning point for the U.S. to further tighten sanctions on China's artificial intelligence computing power.

According to Ember Monitoring, a giant whale/institution transferred 512,000 HYPE (worth $39.3 million) from staking redemption to the institutional trading platform FalconX 6 hours ago.These HYPE were accumulated a year ago at a price of about $44.8, and selling them would realize a profit of $16.36 million.

Galaxy Research Director Alex Thorn stated that after Bitcoin closed above the 50-week moving average for seven consecutive weeks, it closed below that average this week. Historically, in two similar instances, it did not create new weekly closing lows in a bear market.

According to on-chain analyst Yu Jin's monitoring, a whale that previously held a long position of about 253 million dollars encountered a large-scale liquidation during the market drop around 6 AM this morning, with approximately 140 million dollars of BTC and ETH long positions being forcibly closed.

Phoenix Technology reported on November 9, Beijing time, citing MacRumors, that compared to the traditional version of Siri, Apple's revamped Siri AI has significantly improved in terms of intelligence and personalization capabilities, but it still falls short of proactive, always-on agents like OpenAI's Dots and Meta's Muse. Bloomberg reporter Mark Gurman stated on Sunday that he learned Apple may enable Siri's features to resemble an intelligent agent as early as next year.Gurman mentioned that Dots, Muse, and Grok can continuously track targets, determine what to do next, and continue to advance established tasks without users needing to issue commands one by one. He stated that he was informed Apple ultimately hopes to develop in this direction and believes that Apple may enable Siri to become more like an intelligent agent as early as next year. Gurman also noted that in a closed-door meeting in recent weeks, Apple CEO John Ternus told software engineering chief Craig Federighi that Apple needs to accelerate the pace of its software roadmap and quickly move beyond merely making necessary improvements to Siri.

Japan has stated that it intervened in the foreign exchange market three times this summer to support the yen, including a joint action with the United States. Data released by the Japanese Ministry of Finance shows that on July 30, the amount of yen purchased reached 7.98 trillion yen (approximately 50.4 billion USD), followed by purchases of 5.55 trillion yen and 1.87 trillion yen in the following days.

According to Coinglass data, if BTC breaks through $78,645, the cumulative short liquidation intensity on mainstream CEX will reach $947 million. Conversely, if BTC falls below $71,250, the cumulative long liquidation intensity on mainstream CEX will reach $583 million.

The DeFi yield aggregation protocol ACryptoS announced that due to an attack on the treasury, the deposit function has been disabled, while the withdrawal function remains open. ACryptoS analysis indicates that due to a lack of input validation, attackers only need to deposit a minimal amount of tokens to mint a majority of the shares in the treasury.This attack affected 77 treasuries across 5 chains, resulting in a total loss of approximately $665,000. Currently, the stolen funds have been transferred through multiple cross-chain protocols, and the attackers have been offered a condition to return the funds while keeping a 10% bounty. Additionally, ACryptoS stated that due to the inability to continue maintenance, the project has ceased operations and is urging users to withdraw their assets as soon as possible.

According to BeInCrypto, crypto investor Evan Luthra publicly disclosed for the first time his experience of being kidnapped in Oxford, UK, in November 2025. At that time, the private vehicle he was in suddenly drove onto a remote road, where five masked men broke into the car, assaulted him, and unlocked his phone using Face ID.The attackers transferred over $1.5 million in crypto assets from his Binance account within about 30 minutes, moved approximately $600,000 in ETH from his Gate account, and stole a Richard Mille watch worth about £450,000. Luthra stated that afterward, exchanges like Binance and MEXC assisted in freezing and recovering some of the funds, with Binance returning about $370,000, and nearly $1 million has been recovered in total. Several suspects have been arrested in the case, and the trial has been postponed until November 2027.

Affected by strong U.S. non-farm payroll data, the market expects the Federal Reserve to combat inflation through interest rate hikes. Gold prices softened in the early session, falling to around $4,060 per ounce.U.S. employment growth was strong in October, the unemployment rate slightly decreased, and the consumer confidence index rose to a three-month high. The market anticipates that the Federal Reserve will raise interest rates in December.

According to Gate market data, the three major U.S. stock index futures have all turned positive, after the Nasdaq futures had previously fallen nearly 1%.

According to The Defiant, Bitcoin fell below an average purchase cost of $75,451 per coin on November 8, Eastern Time. The trading price of BTC-USD on Coinbase at 05:54 on November 9, Beijing Time, was $74,862.89.Strategy previously disclosed that as of November 1, it held 849,327 BTC, with a purchase cost of $64.08 billion (including fees). Based on the above quote, the value of the holdings is approximately $63.58 billion, about $500 million lower than the purchase cost.In its quarterly report for the period ending September 30, Strategy stated that none of its held Bitcoins were pledged as collateral. As of November 1, the company also had $4.79 billion in reserves to support preferred stock dividends and interest payments.

Binance has resumed HYPE and APT withdrawals today, earlier than the previously promised deadline. Binance had previously stated that it would restore withdrawals for assets such as HYPE and APT before the end of the following week, while other withdrawal channels still need to undergo security assessments.Cryptoquant data shows that before and after the hacking incident, Binance's BTC reserves decreased from approximately 730,000 coins to 673,700 coins, a reduction of about 56,000 coins; ETH reserves dropped from about 3.48 million coins to 3.08 million coins, a decrease of approximately 400,000 coins. The reserves of stablecoins based on Ethereum fell from about $41 billion to approximately $32 billion, a reduction of about $9 billion, with the latest daily net inflow of about $27.9 million.Arkham data shows that Binance's marked positions are approximately $162.65 billion, covering about 68.5 million addresses, which include approximately 696,184 BTC and 3.454 million ETH. Elliptic reports that the attackers exchanged about $174 million worth of stolen alternative tokens for approximately 2,300 BTC.

NVIDIA CEO Jensen Huang apologized in an email sent to all employees regarding the extramarital affair. In the internal company letter, Huang stated that he takes full responsibility for being unfaithful to his wife, is completely dedicated to NVIDIA, and will work hard to regain everyone's trust.The NVIDIA board of directors issued a statement saying that it is initiating an independent investigation into CEO Jensen Huang and will hire external lawyers for the investigation, while also expressing confidence in Huang and his leadership team. As a result, NVIDIA's after-hours trading fell more than 2%. A spokesperson for NVIDIA stated that the investigation news will not slow down NVIDIA, and Jensen Huang has committed to continue leading the company as CEO without interruption.

A total of 179,999,990 USDT was transferred from an unknown wallet address to the Poloniex exchange address.

Iraqi Foreign Minister Hussein stated that Iraq has reached an agreement with the United States to allow the export of oil through the Strait of Hormuz.Iraq has lost up to 60 billion dollars during the Iran war and the interruption of oil exports. In October, oil exports increased from 2.65 million barrels per day in September to approximately 3.5 million barrels per day.

According to Catcher Predict monitoring, in the market prediction event "LoL: Bilibili Gaming vs T1 World Championship Playoffs" on Polymarket, the "Over" option in the sub-market "Match Duration Exceeds 32:30" has experienced significant fluctuations in winning percentage, soaring from 50.5% an hour ago to the current 70% (a fluctuation of 19.5%). Please note the impact of relevant breaking news.

According to market news, the relevant address received at least approximately 6.01 million dollars in cross-chain transfers, and the losses from the Keplr incident have not yet been verified.