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Weekend news roundup
Nvidia NVDA's H200 route to China is back in the headlines
The NYT says the Commerce Department approved about 24 Chinese companies to handle the chips
Reporters checked the registered addresses
New Matrix was an empty factory with wires hanging down
Maginfra was also an empty office
Shareholders were also alleged to have ties to entities on the Entity List and funds
The list also included Baidu, BYD, Tesla Shanghai
The quotas were sizable, but weren't fully used
When Trump approved the sales, the U.S. took about 25%
About 600k chips are still piled up in Hong Kong, awaiti
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NVDA+2.80%
TSLA+4.26%
$UP Strong Backing, But Demand Will Define Its Future

Unitas is making progress on the fundamentals. Its verified reserves exceed 100% backing, and the Confidential Vault is now live on BNB Chain.

These are positive developments that strengthen confidence in the ecosystem. However, strong reserves alone don't guarantee long-term demand for $UP.

The bigger test is adoption.

Will the new infrastructure attract real users, create meaningful utility, and generate consistent demand for the token?

I'm watching how Unitas turns these developments into actual ecosystem growth.

Strong fundamenta
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UP-1.81%
Trenches
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DOGE
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Happy Saturday Fam.
Finding yield opportunities is one thing. Being able to access them while keeping your financial activity private is another.
@primus_labs brings a Yield Market into its confidential finance platform, allowing users to explore supported yield opportunities within a private environment.
Users can shield their assets, access available yield features and keep supported financial data encrypted through FHE.
This adds another use case for confidential finance beyond simply holding assets privately.
Yield opportunities and financial privacy can work together onchain.
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BITCOIN IS AT A KEY LEVEL RIGHT NOW.
#BTC is making lower highs, but buyers are still holding strong near $74,500.
If BTC breaks above the falling trendline, we will see a move towards $82K.
But if $74,500 breaks, more downside is possible.
BTC-0.67%
$COW Market Update
- COW is trading around $0.1081, showing weakness.
- Price remains in a clear downtrend.
- Sellers are still controlling the market.
- $0.1080 is immediate support to watch.
- A strong recovery is needed to turn bullish.
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COW-2.02%
Lao Chen is 42 and runs a renovation company. I’ve known him for eight years, and he’s always been very cautious, more meticulous with the books than anyone. Last autumn, a friend got him into contract trading, saying, “The market’s good now. You could make money with your eyes closed.” At first, he really did have a lucky streak. He made 80,000 in the first month, 200,000 in the second, and 700,000 in total by the third. He treated his friend to a 12,000 meal and said, “This is so much faster than working on construction sites.” His confidence started getting out of hand in the fourth month.
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BTC-0.65%
A public blockchain project is standing at the Nasdaq bell-ringing podium. CNBC’s camera pans over, while the comments section is still arguing about whether it’s worth buying. The direction is already set: traditional finance is handing the mic to onchain assets. That signal is stronger than any candlestick. Retail investors love getting confirmation after the fact. When a wick hits in the early hours, when liquidity is thinnest, the ones who panic are always the last to catch on. What about you?
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NAS100+1.90%
  • 1
In recent days, GPT has inexplicably banned many accounts,
with users logging in and being told, “Your account has been deleted or deactivated (You do not have an account because it has been deleted or deactivated)”,
and the reason for the bans is unknown. I don’t know whether this has anything to do with Cat Wu, head of the Claude Code and Cowork products, announcing her departure from Anthropic to join OpenAI.
What I fear most is a sudden ban. It would be a huge problem if an account I’d used for three years were suddenly banned. Everything I’d worked on and all my memories are in there. The
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Crypto Market update
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LIVE1,567
biggest bids at 75k , but dont think weekends this quiet will tag it … we will see on Monday $BTC
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BTC-0.67%
kinetiq (kinetiq:native) saw its dollar tvl fall 13.2%. its combined $HYPE + WHYPE holdings fell just 0.4%.
those are very different stories.
defillama's oct 31 vs nov 7 snapshots show the difference.
- token holdings went from 11.47m to 11.42m
- dollar tvl went from $1.029b to $894m
most of that $135m decline reflects a lower $HYPE price, not a comparable drop in the amount held.
that doesn't mean nobody withdrew. these are net balances, not a record of every deposit and withdrawal.
but a falling dollar tvl alone isn't evidence of a mass exit.
heading into elysium's launch, i'm watching token
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HYPE+0.24%
GM crypto and stocks crowd ☕
Wisdom of the Day, Day 4
Weekends I barely trade. Stocks are shut, crypto books get thin.
So I reread the week's trades and the note I wrote at entry. Most losses that still bug me came from boredom, not the plan.
You journal?
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This week, $ZEC 's performance has been quite interesting🤔

BTC fell, HYPE fell, and major altcoins generally came under pressure, yet ZEC closed up around 5% after volatile trading; it hit a weekly low of 1120 before rebounding all the way to a high near 1390

Besides continued capital interest in the privacy sector, there was another concrete catalyst this week:

The NU7 upgrade officially went live, shortening the target block time from 75 seconds to 25 seconds while introducing a new transaction fee reserve mechanism to support future miner rewards

Of course, these changes won't immediat
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ZEC+1.29%
Proposed AI Rules Bring Technology Oversight Back Into Washington’s Legislative Agenda
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LIVE959
$ZEC Currently at 1278.56, down 1.86% over 24H (range: 1270.47–1387.89). The 1H outlook is weak, with RSI at 26.24; price is below the EMA20 at 1308.02, and the volume ratio is 0.33. The 4H outlook is weak, with RSI at 43.64; price is below the EMA20 at 1290.87. If price holds above the 1377.57 resistance level, watch for continuation; a break below the 1270.47 support level would weaken the structure. In review, verify whether price holds above 1377.57 and reclaims 1270.47; volume is only 0.33x. A breakout on low volume, or a breakdown without a reclaim, invalidates the setup. Market volatili
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ZEC+1.16%
#GateLaunchesPoSECProofOfSecurity

PoSEC does not ask "do you have reserves?" It asks a harder question: "if your hot wallets get hit, can your cold storage alone still cover what you owe?"

That shift is the whole point. Most reserve checks show total assets. PoSEC checks where those assets sit, and what happens in the worst case.

On Nov 5, a new security framework called Proof of Security, PoSEC, was launched. The first snapshot was taken at 00:00 UTC on Nov 4. It showed a cold storage coverage ratio of 104.58%.

Read that number slowly, because it is not the same as a normal reserve ratio.
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  • 2
The wife is here for a surprise inspection!
How long do I have to keep hiding?
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“The Stop-Loss Is the Only Thing You Can Decide for Yourself”

In this market, there’s precious little you can control. You can’t decide the direction or the volatility, when the news will hit, or how deep a wick will go. The only two things you can truly call the shots on are how large a position to take and when to admit you’re wrong. The first is position sizing; the second is the stop-loss. Get these two right, and everything else comes down to luck. Get them wrong, and everything else is just a matter of time—it’s only a question of when.

Let’s do the most practical math first: using 2%
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BTC-0.65%
ETH-1.23%
A hack has occurred that has affected a significant number of users who created their Keplr Wallet accounts using a Google or Apple ID. Given the large number of $LUNC and $USTC investors who use Keplr Wallet, it is important that we share some key points.

If you did not use a Google or Apple ID to quickly set up your Keplr Wallet, there is no need to worry.

Almost all of our followers have used Terra Station and/or Galaxy Station, having set up their wallets manually by creating passwords and wallet keys. There is no cause for concern for this group. Nevertheless, let’s remain vigilant. Due
LUNC-2.74%
USTC-3.68%
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