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📅 Nov 14 · Liquidated 6 times in 12 hours, he’s just $362 away from the 7th
🚨 One address was liquidated 6 times in 12 hours, with total positions of about $28.9 million, yet still holds 143.84 BTC at 40x leverage. Its liquidation price is 70,712, just $362 from the current price. In the past 24 hours, 158,996 traders were wiped out across the market. BTC briefly fell below $67,000, and a $20.15 million BTC long on Hyperliquid was liquidated all at once.
My take: 6 liquidations haven’t made him leave, which suggests he’s no longer trading on direction—he’s betting that the liquidation engine

📅 November 14 · Bleeding, buying the dip, and draining liquidity
🚨 BTC fell below $70,000, with $727 million liquidated in 24 hours—90% of it from long positions. But at the same time early that morning, 2,000 BTC ($143 million) moved from an anonymous wallet to a Coinbase Institutional custody address. It wasn’t a sell order. Another address, suspected to belong to Erik Voorhees, was even more direct: it scooped up 23,000 ETH and 47.36 million USDT at an average price of $2,051. Meanwhile, BlackRock’s IBIT saw $2 billion in outflows over nine days, accounting for 94% of all ETF outflows in

📅 November 14 · Just pledged $30 million to AI, then laid off 20% of its blockchain team
🚨 After rebranding from MegaETH to MEGA, the company laid off 20% of its staff, affecting its public blockchain, wallet, and ecosystem support teams. That same week, it had just pledged to allocate $30 million from its treasury to develop new products. The first is an AI inference marketplace launching in December. The MEGA token is currently trading at around $0.045, up 7.5% over the past 30 days, but it’s nowhere near where it was at the peak of the Layer 2 narrative.
My take: This isn’t a problem uniq

📅 November 13 · Jensen Huang’s resignation exposes the most fundamental divide between AI and crypto
🚨 NVIDIA CEO Jensen Huang has resigned, BTC has fallen below $70,000, and nearly $700 million was liquidated in 24 hours, with longs making up the vast majority. Two whales had $60.06 million in BTC long positions liquidated at the $70,000 level, losing $3.23 million in principal. AI tokens are down at least 5%, with NEAR, Render, and Bittensor falling 7% to 12%.
My take: NVIDIA’s crisis is the cost of “single-person dependence”—one person resigns, and the entire AI narrative wobbles. As UBS

📅 November 13 · BTC explains only half of market moves; AI sector volatility is twice as high
🚨 A report released by Grayscale today shared a key data point: Bitcoin’s ability to explain volatility across major crypto sectors has fallen to about 50%, declining steadily over the past three years. The AI sector has an annualized volatility of 85%, the highest of any sector, but only 35% of its volatility is related to Bitcoin; the rest is driven by industry growth expectations and project-specific supply and demand. The financial sector has 59% volatility, with Bitcoin accounting for just 30%.

📅 Nov 13 · Jensen Huang resigns, Iran strikes, ETFs bleed—three things come to a head on the same day
🚨 Nvidia confirms Jensen Huang’s resignation, shaking the U.S. AI sector. On the same day, Iran’s Islamic Revolutionary Guard Corps announced that it had struck and destroyed a U.S. military early-warning radar in Bahrain, escalating tensions in the Middle East. BTC fell below 69,000, down more than 7% intraday; ETH lost the 2,000 level, and SOL fell below 80. The global crypto market cap shed $130 billion in a day. Across the market, $1.631 billion in positions were liquidated over 24 hours

📅 November 13 · The “approval” you granted three months ago became his withdrawal password today
🚨 SlowMist issued an alert today: Pennysia’s Settlement contract on Ethereum was attacked. The attacker didn’t steal private keys or take control of nodes. They exploited an arbitrary external call vulnerability in the contract to directly transfer users’ remaining token balances that they had approved in the past but never fully used. SlowMist’s warning was urgent: all users who have ever approved tokens for this contract should revoke those approvals immediately.
My take: DeFi users have a deep

📅 November 13 · Five AI giants ordered to stop in their tracks
🚨 Today, four U.S. nonprofits filed a class-action lawsuit in San Francisco Superior Court against OpenAI, Google, Anthropic, Meta, and SpaceX’s AI division. Their core demand isn’t money; they’re asking the court to issue an injunction directly halting further development and deployment of these companies’ frontier AI models. The most hard-hitting move in the complaint is using the companies’ own executives’ public warnings as evidence: You’ve all said that super-advanced AI poses civilization-level risks, so why are you still c

📅 November 13 · Hashrate crashes 25%; difficulty set for its biggest drop since June
🚨 Bitcoin’s network hashrate fell from 1,095 EH/s on October 26 to 826 EH/s on November 9, shedding 25% in two weeks. Today’s difficulty adjustment is expected to bring another 6.4% to 7.8% decline, the biggest drop since June. Difficulty currently stands at 148.36T and has remained below its peak for 374 consecutive days, the longest stretch on record.
My take: A sharp hashrate drop is usually interpreted as miner capitulation, but since this one coincides with a price decline, it looks more like miners are

📅 November 13 · $550 billion wiped out, and the real buyers still haven't shown up
🚨 BTC fell to 71,317, ETH dropped below 2,000, and the entire market has lost $550 billion in market cap since October. Liquidations totaled $727 million over 24 hours, with the vast majority being long positions—91.1% of Bitcoin liquidations and 87.7% of Ethereum liquidations were longs. U.S. Bitcoin ETFs saw $2 billion in outflows over three weeks, and stablecoin supply fell by $14.2 billion in 30 days, its biggest drop since June 2022.
My take: liquidation data is just the result. The real problem is that s

📅 November 13 · The market is still betting on 25 bps, but Waller has put 50 bps on the table
🚨 Fed Governor Waller stated clearly on November 10: If core CPI for October comes in at 0.3% or higher, the Fed should consider a 50-basis-point rate hike at its December meeting, rather than 25. October core CPI landed right at 0.3%, with no decline for three consecutive months. The market currently prices in about an 85% probability of a December rate hike, but that figure corresponds to 25 bps. The probability of a 50-bp hike was only 15% at one point. Meanwhile, the U.S. 10-year Treasury yield

📅 November 12 · Bankrupt FTX unstaked 204,000 SOL
🚨 Onchain Lens detected a transaction signed by a BitGo custody account that unstaked 204,044 SOL, worth approximately $16.89 million, and transferred it directly to an FTX/Alameda-linked wallet.
That same day, SOL long liquidations had just been pushed to 91% of the total, and its price action was already among the ugliest in the sell-off. Now there’s another layer of spot supply overhead that could leave the wallet at any moment.
Unstaking doesn’t mean selling, but assets liquidated in bankruptcy ultimately have to be turned into cash to re

📅 November 12 · 81,000 addresses, wiped out overnight
🚨 Indian veteran exchange Unocoin reported on November 9 that its servers had been accessed without authorization and disabled user logins. Today, Arkham data showed that the holdings of all 81,000 addresses it tracks were at zero, while the website returned a 504 error. On-chain investigators are still tracing where the funds went; the method of the attack has yet to be confirmed.
My take: If 81,000 addresses all hit zero at once, either the data was wiped or the assets were moved. Either way, all users can do is stare at their screens a

📅 November 12 · The NYSE puts its settlement layer on Avalanche
🚨 The NYSE has officially selected Avalanche as the settlement layer for its tokenized securities platform, supporting 24/7 trading, clearing, and settlement of tokenized U.S. stocks and ETFs. AVAX surged to $8.60, hitting an intraday high of $8.99, with 24-hour trading volume of $537 million, up 448% from the previous day.
My take: This isn’t just another “partnership announcement.” By entrusting settlement to a public blockchain, the NYSE is endorsing “onchain financial infrastructure” in the most traditional way. AVAX’s surge