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

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

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

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

“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

SK Hynix Q3 Earnings Highlights 💡
Record-breaking results, industry shifts, and share price outlook

📊 I. Earnings Highlights and Market Reaction

Stellar results:
Q3 revenue of KRW 104.62 trillion (the first quarter to top KRW 100 trillion, up 328% year over year),
with operating profit of KRW 83.33 trillion (an operating margin approaching 80%).
The company also announced a KRW 100 trillion shareholder return plan for this year, through buybacks and dividends.

Breaking the cycle: HBM4 will become the main product shipped starting in Q4, and more than 50% of capacity for 2027–2028 has already been secured through long-term agreements (LTAs), greatly easing concerns about the boom-and-bust cycle and sharp downturns in memory chip prices.

Market consensus: South Korea’s Kospi surged more than 6.6%. Goldman Sachs and Morgan Stanley believe high-end AI memory is evolving from a “commodity” into a “customized technology product with high barriers to entry.”

🔮 II. Four Major Industry Trends

1. Long-term agreements secure high-end memory: The spot-market game of following price swings is giving way to locking in volumes years in advance, allowing industry leaders to maintain pricing power over the long term.

2. Consumer electronics capacity under pressure: Wafer capacity is being prioritized for HBM and server DDR5, squeezing output of standard DRAM/NAND. PCs and smartphones will face cost pressures starting in 2027.

3. AI demand extends to “physical AI”: Growth is expanding from large software models to autonomous driving and embodied AI (robots). Supply of high-end memory is expected to remain tight through 2030.

4. Driving chip architecture upgrades: Price increases for upstream memory and foundry services are raising data center construction costs, pushing downstream companies such as Nvidia and AMD to accelerate the shift toward high-bandwidth flash (HBF) and advanced packaging.

📈 III. Share Price Outlook

> Short term (end of 2026): A sharp technical breakout has cleared major resistance. The U.S.-listed ADR has a target price of $165–$185, while the Korean-listed shares could break through KRW 1.5 million. The KRW 100 trillion shareholder return plan provides strong downside protection.

> Medium term (2027): Long-term agreements securing capacity break the traditional cycle. The market is assigning a valuation premium to “high-barrier technology growth stocks,” with mainstream one-year price targets implying 20%–30% potential upside from valuation recovery.

*Downside risks: Watch for cloud giants temporarily scaling back purchases if returns on investment (ROI) come under pressure, as well as capacity catch-up by Samsung and Micron and foreign exchange fluctuations.

$SKHY

Apple lays off 400: tactical slimming or taking the fall?

Apple’s new CEO, John Ternus, has laid off more than 400 employees across Vision Pro, Siri, and hardware management, while shelving a plan to replace customer service staff with AI. Though this fine-tuning affects just 0.3% of the workforce, Apple’s move can be viewed through two key lenses:

Streamlining management, returning to engineering: The engineering-minded Ternus has cut layers of project managers and mid-level directors, trimming management bloat and enabling R&D to respond more efficiently and decisively.

Using a new leader to clear out the past: With supply-chain costs soaring and pressure mounting on the services business, the board has seized the leadership transition as an opportunity to clear out legacy redundancies and focus resources on AI and chips.

Is this a bold move by the new leader to establish his own management style, an inevitable decision by the board to clean up the books, or both? Judging by the facts, at this critical juncture in its AI transition, Apple is indeed carrying out a targeted surgical operation to rebuild itself as a leaner, more agile force.

$AAPL

The winds from Alibaba have reached Starbucks

They could still have kept up the appearance of a little fake prosperity, but now everyone will soon realize that nobody’s going there at all 🤭

The moment Starbucks was sold to domestic investors, it was clear that foreign capital had realized Starbucks couldn’t make it in China and was hastily packing up and getting out. Having Alibaba’s team take over makes it even clearer that Starbucks isn’t profitable enough and the shareholders have lost patience, so they’ve brought in this bunch of dung beetles to cut costs and boost efficiency.

$BABA

Fan Zhendong went to watch El Clásico, and Real Madrid's management was so enthusiastic that they air-dropped him straight into enemy territory Aaaaaahaha!

If I were Real Madrid, I'd give Fan Zhendong a ticket too. If I were Fan Zhendong, I wouldn't dare make a move either. If I were a Barça fan, I'd have to report this 🥵

$BNB

$BTC fell below 80000, and $XAUT began a sharp V-shaped rebound.
The same logic applies: when oil prices surge and the broader market falls, gold is an absolute safe haven.

South Korean politicians are seriously deranged—Lee Jin-sook wants to dig up Lee Jae-myung’s ancestral graves 😂

National Assembly member Lee Jin-sook posted photos on Instagram of the graves of Lee Jae-myung’s parents, located in Bonghwa County, North Gyeongsang Province.
She accused the graves of occupying farmland without the proper permits and being illegal structures that should all be demolished. However, she provided no evidence to support this conclusion. She also accused them of repairing the road around the graves to “make the encroachment on farmland permanent.”

Lee Jin-sook also said, “While Lee Jae-myung chants ‘land to the tiller’ and seizes other people’s farmland, wanting to nationalize it, he lets his own entire family place themselves above farmland laws.”

$KORU

There are three main reasons behind this drop in $WLD :

1. Around October 24, approximately 100.1 million $WLD tokens became available to trade (worth about $47–59 million)

2. Addresses associated with the project deposited 10.5 million tokens into exchanges

3. The broader market also fell

Supply is increasing while buying pressure is easing, so naturally, the price has gone down.

Large deposits to exchanges from project-associated addresses are usually interpreted as a possible sign that the tokens may be about to be sold, increasing selling pressure. They could also be for market making, providing liquidity, or covering operating expenses. But a deposit alone doesn’t mean an immediate sale—it just makes the market more sensitive.

An unlock window, token transfers by the project team, and a weakening broader market—all happening together—make the reason for the decline pretty clear.

9 reasons ordinary people in South Korea are struggling, as seen on X. By comparison, what’s making life hard for us?

1. Trapped in the stock market: Individual investors are down 4.5% this year, making it the worst time to invest in 27 years. In May and June, individual investors bought heavily at the peak, taking shares off foreign investors’ hands. Margin debt plunged from 139 trillion won to 88 trillion won in just four months—a drop of 51 trillion won.
2. Small businesses collapsing: Over the past five and a half years, 40,000 people went out of business after taking out loans as sole proprietors. Last year, 970,000 businesses closed, an 8.64% closure rate. The vacancy rate for small shops nationwide hit 13.4%, its highest level since records began.
3. Rising loan interest rates: Interest rates on overdraft credit lines rose from around 5% last year to 7.29% this year. Even people with credit scores above 900 saw rates rise from 5.2% to 8.8%. Borrow 50 million won and the monthly interest alone tops 300,000 won. Wages haven’t gone up, but interest payments feel as heavy as rent.
4. Housing costs soaring: Apartment prices in Seoul rose 15.5% in a year. Jeonse listings have all but disappeared, forcing people to switch to monthly rent. Average monthly rent in Seoul is 1.66 million won, and more than 60% of rentals are now monthly. Even with 80 million won saved, it’s hard to find a jeonse home; renting month to month means never being able to afford a home of your own.
5. Fewer jobs available: There are plenty of job postings, but almost none are for new graduates. HR staff at major companies say one AI tool can do the work of three entry-level hires, so they simply aren’t hiring. Middle-aged workers worry that changing jobs would cut their salaries in half, so they have no choice but to hang on.
6. Delivery gig pay plummeting: A delivery paid 4,000 won last year; now it pays only around 2,500 won. As small-business owners who went under, unemployed people, and foreigners flood into delivery work, the number of riders has doubled while orders have fallen. Even working in the rain doesn’t pay. Designated-driver work is the same.
7. Wages stagnating while expenses double: Three years ago, the salary was 3 million won, and it’s still 3 million won now. But groceries that used to fill a cart for 50,000 won now cost 100,000 won. Insurance, building maintenance fees, phone bills, and interest have all gone up. Credit card statements are full of essentials, leaving nothing over.
8. The government talks up KOSPI 5000, but individual investors are losing money: The news talks every day about the index heading for 5000 or 10,000, but individual investors’ accounts are all in the red. Individual investors bought 77 trillion won worth of shares at the peak in May and June. Now it’s only foreign investors pushing the index up, while ordinary people can only watch from the sidelines.

With small businesses closing at high rates, young people unable to find work, middle-aged people crushed by debt, and older people whose pensions can’t even cover rent, ordinary South Koreans—from the young to the old—see no hope.

$KORU