NEWS DAILY · Daily News
2026.11.12 Thursday
I hereby declare this week’s narrative to be Jensen Huang affair week.
🧭 Crypto Markets
1️⃣ MSCI decided to remove Strategy (MSTR) and Japan’s Metaplanet from its global indexes, classifying them as non-operating companies. The change takes effect on December 1. JPMorgan previously estimated it could trigger up to around $8.8 billion in passive outflows. Holy shit, this is seriously bearish.
2️⃣ Another extramarital affair involving Nvidia CEO Jensen Huang has reportedly come to light. The board is said to be preparing to oust him and considering appointing an interim CEO. The news also sent NVDA tumbling after hours and weighed on sentiment across risk assets. Holy shit, I don’t think it’ll actually come to that—surely not.
3️⃣ Solana-based $MIHAO (Ni Hao Cat) briefly topped a $20 million market cap, up 29x in 24 hours. Ansem, that jerk, is back rounding up a crew to dump on everyone.
4️⃣ ZIG Finance and Nomura-owned Laser Digital launched zEMS, a private credit vault for Saudi SMEs, on BNB Chain. It aims to raise $100 million. I looked into this project a while back—hope they can actually make it happen.
5️⃣ BTC is around $74,000, and the Fear & Greed Index is in fear territory. Some are comparing the current situation to the second half of 2022. I can’t shake the feeling there’s another huge crash coming—give me a chance to get in.
📌 U.S. Stock Market
1⃣ The three major indexes continued to rise: the Nasdaq gained 1.6%, the Philadelphia Semiconductor Index jumped more than 5%, and the Dow rose 0.49%, with tech stocks leading the market.
2⃣ CoreWeave surged more than 25% after earnings, with AI infrastructure stocks leading the charge. The very foundation of AI infrastructure is still crashing—that’s you, Nvidia.
2026.11.12 Thursday
I hereby declare this week’s narrative to be Jensen Huang affair week.
🧭 Crypto Markets
1️⃣ MSCI decided to remove Strategy (MSTR) and Japan’s Metaplanet from its global indexes, classifying them as non-operating companies. The change takes effect on December 1. JPMorgan previously estimated it could trigger up to around $8.8 billion in passive outflows. Holy shit, this is seriously bearish.
2️⃣ Another extramarital affair involving Nvidia CEO Jensen Huang has reportedly come to light. The board is said to be preparing to oust him and considering appointing an interim CEO. The news also sent NVDA tumbling after hours and weighed on sentiment across risk assets. Holy shit, I don’t think it’ll actually come to that—surely not.
3️⃣ Solana-based $MIHAO (Ni Hao Cat) briefly topped a $20 million market cap, up 29x in 24 hours. Ansem, that jerk, is back rounding up a crew to dump on everyone.
4️⃣ ZIG Finance and Nomura-owned Laser Digital launched zEMS, a private credit vault for Saudi SMEs, on BNB Chain. It aims to raise $100 million. I looked into this project a while back—hope they can actually make it happen.
5️⃣ BTC is around $74,000, and the Fear & Greed Index is in fear territory. Some are comparing the current situation to the second half of 2022. I can’t shake the feeling there’s another huge crash coming—give me a chance to get in.
📌 U.S. Stock Market
1⃣ The three major indexes continued to rise: the Nasdaq gained 1.6%, the Philadelphia Semiconductor Index jumped more than 5%, and the Dow rose 0.49%, with tech stocks leading the market.
2⃣ CoreWeave surged more than 25% after earnings, with AI infrastructure stocks leading the charge. The very foundation of AI infrastructure is still crashing—that’s you, Nvidia.