Addy_ incrypto

Who can ever get past the trials of love?

But then again,

With all the bad news out of the way, time to go long, my friends 😌

$NVDA

Can monthly volume stay above $3 billion? The latest on NEAR Intents

Cumulative volume has reached around $38.3 billion (including Confidential), moving up from the previous $37 billion. 30-day volume is roughly $3.7–3.8 billion.
After setting a record of $4.8 billion in September, volume returned to around $4 billion in October. The daily average for the first ten days of November is still around $130 million. Overall, it continues to fluctuate in the $3–5 billion range. It hasn’t accelerated further, but it hasn’t fallen off either.

Compared with competitors
In cumulative volume, NEAR Intents is now at around $37.3–38.3 billion, while Relay and Across are still at $48–50 billion, and THORChain is far ahead.
NEAR is a later entrant, but it’s growing faster. In particular, in the intent-based space—where users simply say what they want to swap and the protocol finds the best route—it has consistently ranked among the top three.
Coverage of nearly 40 chains and 200+ assets is an advantage of the solver model over traditional bridges.

Fees and buybacks
Real transaction volume continues to generate fees. Cumulative fees have exceeded $52 million, of which more than $8 million has been captured for buybacks.
The capture rate has improved compared with the early days and has been higher over the past 30 days.
Buybacks don’t follow a fixed percentage, and tokens aren’t directly burned. Instead, they’re bought and then locked or staked, with the timing determined by governance.
This provides an additional source of support beyond sentiment alone, but its scale and sustainability still need to be monitored.

Price and expectations
After gaining more than 150% this year, the token has been consolidating, and the consolidation period has lasted longer than many expected.
If monthly volume can stay above $3 billion, with fees continuing to flow back and buybacks continuing, the fundamentals will remain supportive, and there’s still a chance of a rebound over the next 1–2 quarters.
But if volume falls below $3 billion and stays there, the narrative will weaken again.
So far in 2026, volume has already reached nearly $30 billion, so the baseline scenario of reaching $38B for the full year is still possible. The next thing to watch is whether November and December can maintain the pace.

Do you think this level of volume means it has already taken off, or does it still need another acceleration?

$NEAR

Apple Support Communities Announces Permanent Closure

Apple is shutting down another long-running service.
On November 11, Apple Support Communities posted an announcement confirming that it will permanently close on November 20, 2026.

The community is now in read-only mode. Users can no longer post new questions or replies, but they can still browse existing discussions.

Notably, Apple’s Simplified Chinese Support Community posted the same closure announcement, so the shutdown is not limited to overseas communities.

The community dates back to 1998 and was relaunched in 2011 under the name Apple Support Communities. Over the years, many Apple users have discussed device issues and shared solutions there.

However, it is the user community that is closing—not Apple’s official after-sales or technical support services. Users can still get help through the Apple Support website.

Apple has not explained the specific reason for the closure or clarified what will happen to historical posts.

Have you ever used Apple Support Communities?

$AAPL

$INIT has risen again, and this time it’s risen even more sharply.

According to the latest data:

- The current price is around $0.25–$0.26
- The 24-hour gain is approximately +90% to +100%+
- The 24-hour range is roughly $0.13–$0.28, with some platforms even showing a spike to around $0.33
- Futures trading volume has surged to over $1.6 billion, while spot volume is nowhere near as high
- Funding rates are extremely negative (short sellers are paying heavily)
- Short liquidations are continuing, and open interest (OI) has also risen sharply

It has climbed noticeably higher since the last time we checked. This is a typical case of momentum combined with an ongoing short squeeze.

In short

The sentiment from the previous “relaunch after the exploit + price rally despite the Rollup pause” hasn’t faded yet. Money is still pouring in, especially on the derivatives side. This kind of move can easily accelerate further, but it can also reverse sharply without warning (since most of the activity is driven by leverage and speculation).

As mentioned before, it’s still a long way from its all-time high (around $1.44). The fundamentals (TVL and actual usage) haven’t improved significantly in tandem; the move is still mainly trading-driven.

Watch your position size and risk. In this kind of volatility, it’s easy to get whipsawed.

$INIT surged about 60–70% over the past 24 hours, with the price currently around $0.20–$0.21 (slight differences across platforms). Trading volume has also jumped to several times its usual level.

Why has it risen so much?

The main reason isn’t a sudden improvement in fundamentals, but a typical rebound driven by risk being priced in and a short squeeze:

1. The network restarted after the $2.7M exploit on October 23
A zero-day vulnerability was found in MoveVM. The attacker minted unbacked assets and bridged out about $2.7 million (mainly bridged assets such as AUSD, ETH, and USDC; native INIT was unaffected). The network was down for more than nine days and restarted on November 2. The foundation also pledged to cover the losses in full. The market took this as a sign that “the worst was over” and began buying the dip, sparking a rebound.
2. Rollups were paused again on November 9, but the price continued to surge
The team temporarily paused the relevant Rollups due to infrastructure issues (the L1 continued operating normally, and user funds were unaffected). Normally, this would be expected to trigger a sell-off. Instead, trading volume jumped to around eight times its 30-day average, and the price continued to rally. This kind of “good news from bad news being fully priced in” is common among small-cap coins.
3. The short squeeze in the futures market is clear
- Futures trading volume far exceeds spot volume (by more than 20 times)
- Funding rates are extremely negative (shorts are paying longs)
- Open interest (OI) has risen sharply
- Large numbers of shorts have been liquidated

This is a classic short-squeeze-driven move, not a major increase in genuine spot demand.

Risks to keep in mind

- The price is still more than 85% below its all-time high of about $1.44, and remains in a deep correction.
- The project has run into Rollup issues again shortly after restarting, raising continued concerns about stability.
- The circulating supply is only about 22% of the total supply, so future token unlocks may create selling pressure.
- This rally is driven more by speculative capital and short covering than by a sudden boom in ecosystem metrics (TVL, actual usage).

In short: this is a classic small-cap coin rebound driven by “incident → pause → restart → the market sees the risk as priced in,” compounded by a squeeze caused by crowded short positions. Whether it can continue depends on how quickly the Rollup can recover, whether spot buying can keep up, and how the market absorbs future token unlocks.

Price volatility is extremely high. Be aware of the risks.

People online these days really have a picture for everything. I'm dying 😂
At this point, I'll leave him hanging for now, in the name of the graphics card:
$NVDA

Jensen Huang’s rule-breaker — Huang Le (Alice Huang / Huang Le).

On November 8, 2026, Jensen Huang sent an internal letter to all Nvidia employees, admitting that he had been unfaithful to his wife and apologizing, saying, “There is no excuse.” He did not name the other person, but media outlets including The New York Times and the Financial Times have clearly identified the woman.

Who is Huang Le?

- Identity: A Chinese businesswoman with no family relationship to Jensen Huang. She previously held executive positions, including managing director, at Megaspeed, a Singaporean data center company. The company is an important Nvidia customer in Southeast Asia and purchased a large volume of AI equipment containing Nvidia GPUs from June 2024 to early 2026 (reports put the amount at at least around $4.8 billion).
- Background: Publicly available biographies show that she has worked in media (as a reporter for Hunan TV and CCTV) and finance (at HSBC, CITIC Securities, Shanghai Hexi Investment, and others), before moving into semiconductor and AI investment and computing-power leasing.
- Relationship with Jensen Huang: Media reports say the two had an intimate/romantic relationship. The earliest publicly verifiable appearance of the two together was at a bar gathering during Computex Taipei in June 2024. Photos of them together at events including the Taipei San Liu Shi Fu in May 2025 later surfaced, showing interactions such as an arm around her shoulder.

U.S. intelligence agencies have assessed that Huang Le may be an “asset” relaying information to Beijing (involving Jensen Huang himself and the U.S. AI chip industry). Related investigations have also prompted scrutiny of whether Megaspeed was involved in circumventing export controls. This has led to an independent investigation by Nvidia’s board and attention from relevant congressional committees, among other developments. Huang has long advocated relatively permissive chip export policies toward China, which has also put him in the spotlight. The allegations have not yet resulted in formal charges or been publicly substantiated, and Nvidia has previously said that the two’s interactions were part of normal customer relations.

Jensen Huang met his wife, Lori, at Oregon State University. They have been married for more than 40 years and have long presented themselves as a family-oriented couple. This episode has indeed shattered the public image he maintained for many years. The story continues to develop, and the short-term effects on Nvidia’s governance, its China business, and Huang’s personal reputation remain to be seen.

$NVDA

Does even the richest person in the world get emo and open NetEase Cloud Music in the middle of the night?
Ma, it’s okay to be sad, but don’t hurt my wallet!

$TSLA $SPCX

Supposedly from a domestic security company, this office environment gives you complete peace of mind.

$TSLA

Trump’s midterm election defeat—the Republicans lost both the House and the Senate, leaving him a lame-duck president.

For the financial markets as a whole, however, the real pressure comes from the landmines laid during his time in office. The shocks that built up during his presidency include the US-Iran war driving up oil prices and inflation expectations, forcing markets to reprice the Federal Reserve’s policy path, weakening valuations of US tech stocks, and repeatedly weighing on risk appetite amid tariff and supply-chain uncertainty. These forces know no borders: when US stocks fall, Hong Kong stocks follow; when Hong Kong stocks fall, sentiment in mainland China’s A-share market gets dragged down; and when dollar liquidity tightens, emerging markets, commodities, and crypto assets all shake. The prices of the stocks, funds, ETFs, and cryptocurrencies people hold all reflect global interest rates and risk appetite.

So the pain you’re feeling comes from having exposure to global forces such as war, oil prices, inflation, interest rates, and the unwinding of the tech-stock bubble. The election was simply the moment when these pressures were released all at once. The election is behind us; what will really determine the fate of your account is where these forces go next—and whether your portfolio is too heavily tilted toward the most vulnerable areas.

$BTC

$KORU
Rock-bottom prices, clearance sale, and still nobody wants it

$TSLA
Heh heh, even a blind cat can stumble upon a dead mouse. Feeling pretty pleased with yourself, huh?

Keep the music playing and keep dancing! Those of you already on board are winning big this round, huh?
$SOXS

NEAR has pulled back quite a bit recently
I took a look at the data and on-chain activity
And found that it’s not telling an AI story
It’s building cross-chain intent settlement

Users say what assets they want to swap
The protocol automatically finds the best route and executes the trade
It has processed over 37 billion in total

Most of that 37 billion has accumulated over the past two years
In early 2025, monthly volume was only a few million
It took off toward the end of the year, and this year it has stabilized at 3–5 billion a month
A growth trajectory that started slow and then accelerated

At this pace, maintaining 3–5 billion in monthly volume going forward is possible
That already puts it among the top three in the cross-chain sector
Close to Relay and Across in scale

These real trades have generated fees
Fees are now being used for buybacks, but inflation hasn’t stopped yet
After rising over 150% this year, the token is now consolidating
Real trading volume is still flowing, and buybacks are ongoing

If monthly volume can hold above 3 billion
It will most likely rebound over the next 1–2 quarters
The reason is that the business fundamentals are still there—it’s not just hype-driven speculation
$NEAR

Companies often prioritize growth as they expand rapidly, addressing problems along the way and putting preventive controls in place for foreseeable risks wherever possible. But risk management has its limits; it is impossible to build an impregnable fortress. An impregnable fortress may even signal a defensive posture. Only by charging ahead through the rapids can a company grow rapidly.

Binance’s response to this latest incident demonstrated its sense of responsibility and willingness to accept criticism and suggestions. Its ability to solve problems and handle public relations is among the best in the industry. More importantly, improvements should cover multiple areas, including technical security, institutional risk controls, emergency response, asset custody, information disclosure, user communications, staff training, industry cooperation, and regulatory engagement.

Mending the fence after a sheep is lost, and learning from experience, are important steps toward a positive outcome. We believe that, after the largest incident of its kind, the industry as a whole will be better equipped to defend against hackers and, through shared reflection and improvement, move toward a more stable and resilient future.

$BNB

$SOXS
The 3x semiconductor short continues to gain momentum as memory chips plunge across the board

General Kim 🇰🇵 has responded!
This is a huge, unfair accusation, and General Kim says they won't take the blame. They say they weren't behind this theft, and that the previous exchange hacks were also fabricated by the U.S. to smear North Korea.

$BTC

CNN reports that this Binance hack was the handiwork of General Kim 😬
Why do they say every time that it was the work of mysterious forces from 🇰🇵?
If you know they did it, why not go get it back? 🥶
If only North Korea can pull this off and there’s no way to take them on, then they really deserve to be called an IT superpower + a military superpower 🤓
What do you think—is this netizens mythologizing them online, or is the real mastermind looking for an innocent scapegoat?

$SOXS

TRON set off fireworks at dawn🎆
Everything is understood without a word…
$TRX

“You’re my hero, Musk. I drew this picture for you!”

X user @dunkslocc shared a hand-drawn portrait to show their admiration for their idol, then shared a screenshot showing that Musk had blocked them.

They just wanted their idol to see them, but never expected they’d end up unable to even see their idol’s account. 🥲

The drawing is a little abstract, but this heartfelt gesture… was it really worth getting blocked over? Even if you look at it another way, it’s still a fan’s sincere expression of affection.

$TSLA