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

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

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.

📉 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？

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. 😂

Has AI peaked and is it about to be over???

$1.8 trillion wiped off US stocks overnight, and Intel plunged nearly 30% in a single day.
BTC is still holding at 77,000, while spot ETFs have seen inflows for 4 straight days, totaling $440 million.
You’re always calling crypto a casino—so which one looks more like a casino this time?
Are your US stocks holding up?
#HODL

Hackers are dumping, Binance is buying the dip, and panic sellers are cutting their losses.
BTC at 77,000, BNB below 700, and the comments are full of panic.
What was stolen was the exchange’s hot-wallet funds, not your coins.
The hackers are selling stolen coins; you’re selling your own holdings.
$BNB #Binance

Did the Binance Web3 Wallet just crash? 😂#binance