11.12

1: The market has received another bearish signal. MSCI has confirmed that it will remove MicroStrategy (MSTR) from its index, effective November 30 [passive funds are expected to sell about $2.8 billion worth of shares]. Can BTC withstand the pressure, or will there be no impact and the market simply recover?
2: The stories about Jensen Huang keep coming, one after another. Now he has reportedly been involved in an extramarital affair with an executive, causing $NVDA to plunge 10%. The Wall Street Journal reports that Nvidia’s board is considering replacing Jensen Huang. Elon Musk said that if Huang steps down as CEO, it would be his honor to hire him. If Huang really does resign as CEO, could Nvidia plunge another 20%?
3: Weekly jobless claims will be announced tonight at 21:30. If initial jobless claims come in above expectations, this could reflect a cooling U.S. labor market and reinforce expectations of Fed rate cuts, benefiting risk assets such as $BTC . Conversely, if the data come in below expectations, it could indicate that the labor market remains resilient, dampening rate-cut expectations and putting short-term pressure on risk assets.
#黄仁勋再被曝与下属婚外情,或遭董事会罢免