Odaily: U.S. President Trump: Jensen Huang has done an excellent job, but he has resigned, and now only one person can take his place—Apple's (AAPL.O) Cook. (Jinshi)
Odaily reports: Bitcoin News posted on X that Brazilian exchange Mercado Bitcoin has reopened read-only account access one week after an attack that caused estimated losses of about $49 million. Users can view balances as of November 2, the day the attack occurred, but withdrawals are currently unavailable, and the exchange has not announced when withdrawals will resume. Mercado Bitcoin said it has 4.8 million customers and will cover all losses with company funds, but has not yet explained how the attackers gained access to its wallets. Once withdrawals resume, they will be processed only through Pix; users will need to reconfirm their information and will only be able to withdraw to accounts held in their own names.
According to MSX.COM data, ONDS fell 10.1% in 24 hours and is currently trading at 5.243 USDT.
Odaily: Market news reports that Jensen Huang will no longer hold any position at Nvidia (NVDA.O) in the future. (Jinshi)
Odaily reports, according to MSX.COM data, Nvidia (NVDA.O) narrowed its intraday decline to 5.73%, now trading at $163.67.
Odaily reports that a16z, DeFi Education Fund, Paradigm, Uniswap, and several other crypto industry organizations have jointly submitted an amicus curiae brief in support of the crypto industry's challenge to Illinois' Digital Asset Tax Act. These organizations argue that the act is overly broad in scope and unfairly targets the digital asset industry.
Odaily reports: Jiang Zhuoer, founder of LTC1TOP (Läbǐ Tè Mining Pool), posted on X platform stating that BTC has fallen below the 50% Fibonacci retracement level ($72,600) of the previous entire uptrend, and the next level to watch is the 61.8% retracement level ($69,100). It remains to be seen whether BTC can stage a rebound before dropping to $70,000.
Additionally, he stated that he plans to look for opportunities to close his hedge short position opened near $73,000 on BTC.
Odaily reports that Bitcoin Treasuries posted on X that JPMorgan disclosed an increase of 224,545 shares in Strategy, with a transaction amount of $25.5 million. After the increase, JPMorgan holds a total of 848,932 shares in Strategy, valued at $97.1 million, representing a 36% increase in its stake.
Odaily reports: According to Bitcoin News monitoring, Coinkite CEO Rodolfo Novak (NVK) stated that a new AI model discovered a Coldcard vulnerability that human reviewers had missed, and Bitcoin developers have raised objections. The vulnerability exists in firmware version 4.0.1 and later, and can bypass the hardware random number generator; between July 30 and August 4, over 5,200 addresses lost approximately 1,816 BTC as a result, worth about $116 million. NVK said there had been at least 15 prior reviews. James O'Beirne stated that he had privately pointed out problems with the Coldcard random number generation in May 2025. A firmware update can fix the issue for new devices, but cannot fix old mnemonic phrases; affected users need to generate new mnemonic phrases.
Odaily reports: In its latest semiconductor industry research report released on November 12, Bank of America noted that as AI applications accelerate their evolution from traditional large-model training and inference toward agentic AI, the importance of central processing units (CPUs) in data centers is significantly increasing. The bank raised its forecast for the global server CPU total addressable market in 2030 from approximately $210 billion to over $240 billion, and believes that AMD (AMD.US), with its leading product portfolio and supply capabilities, is expected to become the main beneficiary of this growth trend.
Bank of America analyst Vivek Arya and his team expect the global server CPU market to grow from approximately $35 billion in 2025 to $64.1 billion in 2026, and reach $240.2 billion by 2030—nearly a 6x increase from 2025—with a compound annual growth rate of 39.2% from 2026 to 2030, up from the previous forecast of approximately 36%.
According to MSX.COM data, AMD's stock price is currently at $565.80, up 2.33%.
According to Odaily monitoring, a certain address earned approximately $22.42 million in profit over the past 30 days and increased its Nvidia short position by approximately $6.83 million.
Address: 0xfe7ce058edc7cfcde9ef8262ba51f8d4796ab7ae; Total PnL: profit of approximately $19.21 million
According to MSX.COM data, several US stocks fell over the past 24 hours. BOT dropped 14.3%, down 8.5% in the past hour, now trading at 18.79 USDT; CRML fell 11.1%, now at 5.264 USDT.
Odaily: According to CNBC, OpenAI has raised $15 billion, bringing the company's valuation to $1.25 trillion. (Jinshi)
Odaily reports: According to monitoring by on-chain analyst Yu Jin, a whale's long positions in BTC and ETH worth $493 million, opened at the end of August, have all been liquidated. One hour ago, the final long position worth $80.12 million was liquidated. The whale opened positions with $69.21 million in principal, and now has $620,000 remaining, for a loss of $68.59 million. At the time of opening, the whale went long on 1,543.87 BTC and 115,470 ETH, with a BTC entry price of approximately $82,205 and an ETH entry price of approximately $2,604. The relevant addresses are Whale (0x6046...b21d), Whale (0x77dd...e0e9), Whale (0x0392...7d9), and Whale (0x799f...5f4c).
Odaily News: CZ stated on X regarding Jensen Huang's resignation: "Letting Jensen Huang resign is a mistake for Nvidia."
