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📅 Nov 14 · Nvidia’s Governance Crisis: Price Discovery Has Moved Onchain
🚨 After Jensen Huang’s resignation, the NVDA perpetual contract on Hyperliquid hit $2.14 billion in daily trading volume, surpassing the contracts for ETH and SOL. Liquidations even exceeded those for XRP. This contract is offered by
My take: The investor protections, disclosure requirements, and board checks and balances that traditional finance spent decades building all failed when Jensen Huang resigned. Onchain perpetual contracts don’t solve governance problems, but they give the market an outlet to express its vie

📅 November 14 · 97% of employees petition to bring back the CEO who was forced out
🚨 After Jensen Huang resigned, Nvidia was thrown into turmoil. 97% of employees have signed a petition calling for him to return. Elon Musk publicly said, “I signed in support, too.” The board clarified that it has not selected an executive search firm or formally approached any candidates.
My take: The fate of an AI giant worth trillions hinges on whether one person stays or goes. The 97% petition rate exposes the true nature of the AI narrative more honestly than any earnings report: no matter how grand the

📅 November 14 · Nvidia’s $500 billion, and not a penny has been disbursed
🚨 The $500 billion AI financing platform Jensen Huang launched in August with six major asset managers, including BlackRock, Blackstone, and Goldman Sachs, has yet to close a single deal. The key sticking point: Nvidia is only willing to backstop 25%, while its rival Broadcom will backstop up to 72.5%. Lenders aren’t buying it. With Huang stepping away, at least one partner is considering pulling out, and the first deal could be delayed until January next year.
My take: AI tokens talk about “unlimited expansion of comp

📅 November 14 · 3 BTC to lay bare the personal data of 46,000 TSMC employees
🚨 TSMC confirmed that around 46,000 employee records had been posted on a hacker forum. The 6.9 GB trove includes names, ID documents, and banking information. The hackers are asking for 3 bitcoin, worth about $200,000 at current prices, and threatening to release everything online if no one buys it within a week. The leak appears to have originated with a third-party cloud service provider, not from a breach of TSMC’s own systems.
My take: The world’s most advanced chipmaker, the personal information of 46,000 peop

📅 November 14 · A trader who made $67.05 million switched to nine new addresses, then went $44.06 million underwater
🚨 Ai Yi monitoring: Nine addresses linked to a BIT-affiliated entity hold a total of $155 million in ETH and BTC long positions: 60,841 ETH and 600 BTC. They’re currently sitting on an unrealized loss of $44.06 million, not including funding fees. The entity made $67.05 million from long positions between April and August this year. It deactivated all its old addresses and recently reentered the market using a new batch of addresses.
My take: When someone who’s made big money

📅 Nov 14 · AI’s biggest IPO ever is set to drain liquidity, but Arthur Hayes has already turned bullish
🚨 Anthropic is set to list on Nasdaq on Nov 19, with a valuation of up to 1.4 trillion dollars and a retail allocation of about 12.9 billion dollars. Bitcoin fell 29% when SpaceX went public. But ahead of the IPO, Arthur Hayes “slightly turned bullish” on crypto, betting the IPO will soar and sentiment will flow back in. Bitcoin is currently around 73,000, with 845 million in liquidations over the past 24 hours, including 708 million in long positions.
My take: Hayes himself said this is a

📅 Nov 13 · The hacker had the private keys and locked the staking exit from the inside for 7 days
🚨 After private keys were leaked through Web3Auth and Keplr, a hacker stole users’ unstaked tokens and then initiated unbonding on staked positions without their consent. MANTRA’s response: pause all new unbonding requests for 7 days. Users whose unbonding is already in progress must redelegate within 8 days, or the hacker may be able to claim the tokens once they’re unbonded. The token fell about 5% that day.
My take: This wasn’t a protocol exploit; it’s the structural cost of the “social login

📅 Nov 14 · Buying the dip in BTC while sending 25,000 SOL to be sold
🚨 Morgan Stanley transferred 24,452 SOL to Coinbase via MSOL this morning. On-chain labels suggest a possible sale. But during the same week, it bought 735 BTC on the dip through MSBT, worth $52.87 million, bringing its total Bitcoin holdings to 11,625 BTC, worth $784 million. BTC is falling, and it’s buying; SOL is falling, and it’s sending it out.
My take: This isn’t rebalancing. Morgan Stanley is using real money to cast opposite votes on two assets within the same institution. As ETFs see consecutive outflows and the ma

📅 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