大风HODL

$NVDAB $BTC
#Anthropic Refusing to delay the IPO, what valuation will it command on this week's roadshow?

According to Bloomberg, Anthropic's IPO was about 6x oversubscribed. Jensen Huang just left, yet AI IPOs are still being snapped up. The money hasn't disappeared; it just won't go into crypto. Do you think this enthusiasm will spill back into crypto?

Jensen Huang had barely resigned when Trump named his pick on social media: the only person who could succeed him was Cook—“a legend succeeding a legend.” 😂

It sounds inspiring, but I’m not buying it. Cook has just stepped down as Apple CEO and is now executive chairman. He’s good at supply chains and external communications, but NVIDIA runs on chips and CUDA—not selling phones around the world. Analysts have been blunt: the chances of him taking the helm are close to zero.

U.S. stocks had already voted with their feet on Thursday—$NVDA closed down 4.34%, after falling nearly 14% at its lowest point during the session; its rival, $AMD , rose 5.86%. The market isn’t looking for another “legendary professional manager.” It’s worried that if Huang leaves, NVIDIA’s advantage will be divided up among its rivals.

Prediction markets favor insiders even more: interim CEO Kress and Buck, who leads the hyperscale business, are both ranked ahead of Cook. Trump’s post may make a good headline, but it won’t pass as a board resolution.

#黄仁勋辞任CEO，英伟达战略走向受关注

$BNB $BTC
🚨 Just now, the U.S. Department of Justice announced: The money North Korean hackers stole from Binance has been approved by a court for seizure and freezing—over $1.2 billion.

In the case involving over $6 billion from October 29, the government and industry have now frozen over $2.7 billion together—almost half 🧊

My take is straightforward: This is good news for $BNB , but not because of that $1.2 billion.

Binance already announced that all affected assets are fully covered, so users’ funds never depended on recovering this money. The real signal is that it’s getting harder and harder to launder billions in dirty money. What hackers fear most isn’t an exchange—it’s the entire industry joining forces to freeze funds, plus the U.S. Department of Justice going straight to court.

One more warning ⚠️ The Department of Justice also dismantled a North Korean FaceStealer scam ring: They used stolen accounts to invite you to Zoom/Teams video meetings. Click the link and you’re hooked. They scammed over $400 million in 18 months. If a stranger invites you to a video call, don’t click the link.

Do you think the other half can still be recovered, or has it already been laundered? 👇

#币安 #NorthKoreanHackers

The Black Swan came out of the crotch, for fuck’s sake. $NVDAB #黄仁勋再被曝与下属婚外情，或遭董事会罢免

$NVDAB : No more Old Huang. ⚡
Nvidia just officially announced: Jensen Huang is stepping down as CEO, president, and board member effective immediately. CFO Colette Kress will take over on an interim basis.

For 33 years, he single-handedly built Nvidia into the leading AI stock. In the end, he didn’t lose to a competitor—he fell amid turmoil in his personal life. Honestly, I think that hits harder than any bad earnings report.

The market’s reaction was immediate: Binance’s $NVDAB perpetual contract is already down about 11% over the past 24 hours.

But let me pour some cold water on this: don’t rush to equate “Old Huang is gone” with “Nvidia is finished.”
GPU orders won’t disappear just because the CEO changes, and Kress was already the one handling finances and customers. The real test comes next Tuesday (11/17), with the Q3 earnings report: if the new CEO can’t offer clear guidance in her first meeting with Wall Street, that’ll be the second blow.

And don’t take your eyes off crypto, either. AI stocks are the engine driving risk appetite this cycle, and $BTC is weakening along with them tonight.

Which side are you on: is this a golden buying opportunity for Nvidia, or the end of an era? 👇

#黄仁勋辞任CEO，英伟达战略走向受关注 #Nvidia

$NVDA sneezes, and CoreWeave catches a nasty cold 🤧
Revenue grew 168%, but shares still fell 7% premarket, following Nvidia.

Here’s my most straightforward take on CoreWeave: it’s not an independent AI company; it’s a “magnifying glass” for Nvidia.

The earnings were genuinely solid: revenue beat expectations, full-year guidance was raised, and the backlog is enormous. But overnight, news of turmoil on Jensen Huang’s board sent Nvidia down premarket—and CoreWeave fell right along with it, completely overshadowing the good earnings news.

Why? Its GPUs come from Nvidia, its major customers’ AI budgets follow the Nvidia story, and it’s still borrowing money to buy more chips. Put simply, buying CoreWeave is a leveraged bet on Nvidia.

So my position is clear: if you’re bullish on AI computing power, you’re better off looking directly at the leader. If you want to play CoreWeave, you have to accept that every Nvidia wobble will hit it too, while the upside may not necessarily be yours. Tonight, Jensen’s future matters more than any earnings figure ⚡

Would you buy AI computing stocks during this pullback, or wait until the board’s decision is announced? 👇

#CoreWeave revenue grew 168%, stock rose 10%

Nvidia firing Jensen Huang would be like destroying its own Great Wall—no less than Apple kicking Steve Jobs out back then.

ETFs have seen outflows for 5 straight days, and stablecoins are still shrinking. Money is quietly heading for the exits 💸

$BTC is now hovering around 73.5K (Binance spot, 11/12 15:40), while $ETH is at 2,047. Prices don’t look like they’ve collapsed, but I checked the fund flows, and honestly, they’re not looking great.

First number: BTC spot ETFs saw net outflows of about $300 million on 11/11. IBIT alone saw $270 million leave, marking 5 consecutive days of net outflows (Farside / SoSoValue). ETH ETFs have also seen outflows for 5 straight days.

Second number: Watcher.Guru says the total stablecoin supply has fallen by $14.2 billion, its biggest drop since the 2022 bear market. But it didn’t specify the period covered, so I’m taking it as a reference point only. Also, Whale Alert reported today that about 150 million USDT moved from Bitfinex back to Tether’s treasury, which usually happens ahead of a redemption.

My take is simple: ETFs are an entry point for new money from outside the crypto market, while stablecoins are the ammunition already inside it. If the entry point is leaking and the ammunition is dwindling, any rebound is likely to come on low volume—and even if prices rise, the move may not hold. Until the money flows return, I won’t treat every rally as a reversal 🧐

What would change my mind? Several consecutive days of net inflows into ETFs and a stablecoin supply that stops falling. Let’s see those two signals first.

#比特币ETF #稳定币

According to reports, among the $NVDAB employees surveyed, 88% want Jensen Huang to remain CEO, while only 1% want him to step down.

It would be outrageous if Nvidia employees turned on the man who made half of them millionaires and forced him out.

The U.S. market hasn’t even opened yet, and $NVDAB has already taken a beating 🫠

Last night, The Wall Street Journal and Bloomberg reported one after another that Nvidia’s board was discussing Jensen Huang’s future, had brought in an outside firm to look for a successor, and was considering appointing an interim CEO first. Note that, as of now, the company hasn’t issued a statement, and the board hasn’t made any formal decision. This is still at the “reported” stage.

But the market doesn’t wait for an official announcement. NVDA fell about 8% after hours. Binance’s NVDA perpetual futures were at 160.6U this morning, down 6.8% over 24 hours, with just over 2 billion U in trading volume (Binance futures market data, 11/12 09:40)—more action than most altcoins.

I see three things here:
1️⃣ This is a classic case of “key person risk.” Nvidia is practically Jensen Huang’s calling card, and with no successor ready to step in, the market has to reprice that uncertainty.
2️⃣ The outcome is binary: if he stays, the stock could rebound sharply; if he’s ousted, it could take another hit. Until the board’s decision comes out, betting either way is just a gamble.
3️⃣ Don’t think this has nothing to do with crypto. U.S. stocks rose last night largely because the Philadelphia Semiconductor Index gained 5.6%, with AI stocks leading the way. Now Nasdaq futures are down about 1.1% in early trading, while $BTC is still hovering around 73,700. When risk appetite contracts, crypto is unlikely to escape unscathed.

Honestly, with a news-driven market like this, the biggest mistake is using high leverage to guess how the board will vote. Better to wait for the decision and see—missing part of the move beats getting caught by a sudden wick.

#英伟达Q3财报将至：能否化解市场疑虑？

📉 Reports from The Wall Street Journal, Reuters, Bloomberg, and CBS: The board is preparing to oust CEO Jensen Huang and is considering appointing an interim CEO first; Nvidia declined to comment, and no formal decision has been made; NVDA fell about 8% after hours, while Nasdaq 100 futures fell about 1.1%
$NVDAB

In about 6 hours, some people will translate “$2.8 billion in selling” directly into “Bitcoin is about to crash.” Let’s get the numbers straight first: it’s shares being dumped, not coins. ⚠️

MSCI is expected to announce the results of its November index review around 6 a.m. Beijing time on November 12. If Strategy is removed from the MSCI Global Investable Market Index, passive funds will need to rebalance before the market closes on November 30. JPMorgan previously estimated that related passive selling could total up to about $2.8 billion. The company’s own figures put MSCI-tracking funds’ holdings at about 13 million shares, or 3.1% of its total shares outstanding—worth about $1.57 billion at the November 10 closing price of $121.07 (as reported by Bitcoin.com and cited by PANews). This selling would target MSTR shares, not the $BTC on the company’s balance sheet.

On November 9, Strategy disclosed that it held 850,364 bitcoins as of November 8, acquired at a total cost of about $64.16 billion, or an average price of about $75,450. By comparison, Binance’s price at 11:45 p.m. on the 11th was $74,034, already below that cost basis. The results aren’t out yet, so don’t treat a scenario analysis as a sell-off that has already happened.

The real thing to watch is another possible knock-on effect: if the share price remains under pressure, the company may slow its pace of raising money through stock issuance to buy coins. What could fall is future incremental buying—not the index funds directly selling those 850,000 coins. Until the list is announced, everything is a scenario, not a conclusion.

#比特币 #MSCI

A 19-year-old delegate to the Two Sessions?
What’s her background? I can’t tell, but she’s really young!
Who wouldn’t be tempted?

Even Teacher Cang has started learning about crypto

The outlook for crypto assets after the U.S. midterm elections.
#美国中期选举：市场有哪些期待？

In the A-share market, if you exclude the banking sector, the Shanghai Composite is actually at 2,900 points. It truly lives up to its reputation as a scam market.

The candlestick chart bounced back faster than my state of mind after the night BNB was stolen.
According to Binance Spot, it hit a low of 680 in the early hours of 10/30. Tonight it's at 712, still 4% below the 745 it was at before the crash.
Those who wanted to sell that day are now waiting for it to reach 745 before jumping back in.
Me? I didn't sell that day, and I'm too lazy to chase it today.

$BNB #BinanceHasCovered6BillionDollarsInStolenLosses

The hacker stole over $6 billion, but the hardest part turned out to be selling it.
According to on-chain analyst Lookonchain, he dumped about $5 million worth of PROM into an empty pool and got back just $71.

Three days after the theft, Binance said: withdrawals will open at 2 p.m. today.
According to Binance Announcement #4, the first batch will cover 15 networks, including BTC and BNB. About 95% of affected assets have been replenished.
The old hands’ plan: don’t queue up—keep holding.
Guess: what percentage of the money withdrawn this afternoon will be deposited back next week?
#币安恢复提现

You might not make money in crypto, but hackers may know better than you how to make money. 😂