AlanRogers

Jensen Huang addressed this head-on in a letter to staff, and that matters 👀
The affair is personal. The reported link to a suspected Chinese spy is a separate issue, and the board's independent investigation will answer it. The board says it has no reason to believe national security or company secrets were compromised.
Markets are already reacting. NVDA perps on Hyperliquid fell about 3.8% on the news, and a whale is sitting on a $5.4M 10x short.

Good morning all ☕

Every Bitcoin bear market has come with a new reason to panic
2011: -93% (hack fears)
2013-15: -87% (Mt. Gox collapse, China cut banks off from exchanges)
2017-18: -84% (altcoin bubble popped, regulators stepped in)
2021-22: -77% (Celsius, FTX, leverage blowups)
2025-26: -53% (exchange hacks, AI and quantum fears)
Different story every time. Same result: Bitcoin kept going.
The drawdowns have gotten smaller every cycle: 93, 87, 84, 77, 53. That’s what a maturing asset looks like.

October was red across the board, but altcoins fell about twice as hard as BTC. Top 100 median: -17.1% vs. Bitcoin’s -7.3%.

Thursday was brutal across every market.

US stocks lost roughly $2.5-3 trillion in value as an AI and chip selloff took over. The Nasdaq fell 5.5%, its worst day since April 2025.
Crypto got dragged down with it:
$BTC down about 6% to $75.7K
$ETH down 7%+ to $2,247
$1B+ in leveraged positions liquidated in 24 hours
The whole post-election rally got wiped out in a single session.

Red October, but $SOL is holding up near the long term trend. Watching how it goes from here. 👀

$KAS pulled back to the zone it bounced from before. I think this is a nice spot.

US politics just changed the picture.
Democrats have taken control of both the House and Senate, and US stock futures are already reacting lower.

$ZEC 👀
Price has pulled back hard and is now testing a key support zone around $1,100. After this will recover IMO.
On my radar.

GM lads ☕️
Fresh start, clear mind. Make today count.

$WOO 👀
Been keeping a close eye on this one. Price is holding around a key support zone, and a solid bounce from here could be the start of a bigger recovery.