Still awake in the early hours, I came across some rather sobering data 🥶

Glassnode weekly report

Total stablecoin supply fell by about $14.2 billion over the past 30 days

This is the fastest contraction since June 2022

USDT and USDC combined fell by nearly $11 billion

Another measure from CryptoQuant

USDT market cap fell by about $6.6 billion over 60 days

Stablecoins are cash in the market

Redeeming them for dollars means money is flowing out

Naturally, that leaves less fuel for a rebound

BTC is now moving sideways around 74k

The 200-day moving average is around 73200

Glassnode's

GN if you GN💤

#ShareWeekly #Anthropic #WCTCS9

The artificial intelligence industry is approaching another major milestone, but the excitement surrounding Anthropic’s potential stock market debut is now being tested by a much tougher question: How much are investors actually willing to pay for the future of AI?

Anthropic is preparing for a highly anticipated IPO, with its public market debut expected around November 19–20, 2026, according to recent reports. However, the valuation expectations have changed considerably. Earlier discussions suggested that the company could reach a valuation of approximately

A little more push is expected before a retracement on Q, SPY and SPX
Tool @ITMatrixHQ

Today's Topic Recommendations:
🔹AI Stocks Plunge Across the Board! Nvidia drops over 5% and IREN tumbles nearly 8%. Is there more downside ahead?
🔹Anthropic IPO Valuation Surges Toward $1.5 Trillion! As AI stocks tumble, the mega IPO keeps getting more expensive. Will investors still be willing to pay up?
🔹Anthropic Targets a $1.5 Trillion IPO Valuation! The harder AI stocks fall, the higher its IPO price expectations climb. Are investors still willing to take the risk?
🔹BTC Breaks Below $71,000! With $600 million in long positions facing liquidation, which key price levels should traders

$ETH - Somehow the squiggle fakeout levels drawn in August still have a chance to be spot on. Now the only part that matters now is this holding and the upside to follow...

Russia's Bitcoin calendar:
Nov 17: retail can buy BTC, ETH and USDT
Dec 1: Moscow Exchange lists them
Cap: ₽300,000 a year per broker. About 0.049 BTC
Sending it to your own wallet: not allowed
P2P: banned from July 2027
Russia legalised Bitcoin. Just not the keys.

$WLD A small gain today, then another Black Friday tomorrow—you really know how to mess with us

#Congratulations to She_Moon and Crypto Kitty for new streamer Reward and Leaderboard achievement... Best of luck dear

Been working on something different behind the scenes.
New YouTube series coming soon, all about money and life, not just crypto.

$USUAL is gaining strong bullish momentum after a clean breakout!

The chart shows a clear cup and handle formation, signaling a potential trend reversal.

Buyers are stepping in with strength, pushing the price above key resistance.

The breakout structure looks promising, with momentum building for another upward move.

If buyers maintain control, a massive pump could be around the corner.

Keep $USUAL on your radar!

$ACN
It’s at a very uncertain point. It hit the red resistance band

$80.7 billion in losses? Don’t be fooled by this number—what’s really happening at Anthropic

The biggest headline after Anthropic’s prospectus came out was “$80.7 billion lost in six months.” It sounds like the sky is falling. But turn to the footnotes to the income statement, and you’ll find that not a single cent of this money was spent in cash.

In the first half of 2026, Anthropic reported a net loss of $80.748 billion on its books, of which $72.388 billion came from “changes in the fair value of convertible notes and derivative liabilities.” The logic is simple: the company issued a lot

Strictly developing business w/ @etnshow

#晒出我的持仓收益 They keep sending me trial vouchers. I don’t even know how to use them all—I can’t use them all up. What should I do, guys?

Monkey memes have been all the rage lately. Follow $Thesis and check it out.

💰 YOU JUST GOT $20,000 TO INVEST IN CRYPTO.
You can only choose ONE coin. No splitting. No second chances. 👀
🚀 Which coin are you putting your money on?
👇 DROP YOUR PICK AND TELL US WHY YOU TRUST IT!
#Crypto #Altcoins #Memecoins

Longs got wrecked again today. You guys enjoying it?#厂长牛逼