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The latest 13F filing for the third quarter of 2026 submitted by the quantitative hedge fund Renaissance Technologies, founded by mathematician Jim Simons, shows that the institution has significantly adjusted its U.S. stock holdings, nearly completely liquidating its positions in Nvidia, Meta, Apple, and Amazon, with Nvidia's holdings decreasing by 99.7% from a previous market value of approximately $1.42 billion. This reduction occurred weeks before the controversy involving Jensen Huang was exposed.From the perspective of the top ten holdings, Micron Technology ranks first with $1.62 billion, Advanced Micro Devices ranks second with $1.21 billion, followed by United Therapeutics at $908 million, Intel at $835 million, Google's parent company Alphabet at $828 million, and UnitedHealth at $817 million. Additionally, it has established a new position in SpaceX, with a holding value of approximately $621 million.In terms of specific adjustments, the institution has significantly increased its holdings in SanDisk, with the number of shares increasing by 5451%; Micron Technology and UnitedHealth saw their share counts increase by 619% and 507%, respectively, while AMD increased by 140%. Aside from Nvidia, the share counts for Meta, Apple, and Amazon were reduced by 99.9%, 99.8%, and 99.5%, respectively, and it reduced its position in Palantir by 71%. The institution also completely exited its positions in Blackstone, the S&P 500 ETF, Mellanox Technologies, and Danaher, among others.

Noel Walsh, head of Microsoft's Cloud Operations and Innovation department, stated that the company will bear the electricity costs associated with the expansion of data centers, without relying on government subsidies or passing costs onto other electricity consumers. Microsoft plans to invest $117 billion this year in building AI and cloud service computing power.Microsoft is collaborating with Chevron and investment firm Engine No. 1 to advance the large data center and supporting power project Project Kilby in West Texas. The project was previously affected by a local data center approval suspension but is still scheduled to begin construction in 2028 and fully operate by 2031. Chevron stated that the project will create jobs and stabilize tax revenue for the local area; Microsoft indicated that data center construction must bring net benefits to the community where it is located, or it will be difficult to continue.

According to Bitcoin Magazine, trading giant Jane Street Group increased its holdings in MicroStrategy (MSTR) by 53.8% in the third quarter, bringing the total to 4,119,097 shares. The 13F filing submitted on Thursday shows that this position as of September 30 increased by 1,441,475 shares from the 2,677,622 shares disclosed on June 30, when the position was valued at $232.8 million. Based on the price of $153.09 per share on September 30, the newly added position is valued at $630.6 million; however, based on Thursday's closing price of $114.41, the same position is valued at approximately $471 million.The filing also lists call options covering 13,573,000 shares of MicroStrategy and put options covering 13,991,800 shares, both of which are more than three times the size of the common stock holdings, with the former valued at $2.08 billion and the latter at $2.14 billion. Since Jane Street is a major market maker in stocks, ETFs, and options, part of the common stock holdings may be hedges against options and market-making books, and the 13F filing does not specify the exact ratio. The report consolidates the holdings of seven managers, including Jane Street Capital, Jane Street Options, and Jane Street Global Trading, listing a total of 14,764 records with a total value of $1.19 trillion.In the 13F submitted on Thursday morning, Jane Street's increase was the highest among large MicroStrategy holdings. Capital International Investors increased its holdings by 4.5% to 36,467,109 shares, valued at approximately $4.17 billion based on Thursday's closing price; Invesco increased its holdings by 10.9% to 10,362,698 shares; Renaissance Technologies reduced its holdings by 41% to 1,515,560 shares and completely liquidated its previously disclosed spot Bitcoin ETF position. The above data is as of September 30, prior to MSCI's decision to remove MicroStrategy from its U.S. index, a change that will force index funds to sell before November 30.

According to Bitcoin Magazine, as disclosed in the 13F filing submitted on November 5, Bank of New York Mellon (BNY Mellon) increased its holdings in Bitcoin treasury company Strive (ASST) by 28% in the third quarter, bringing the total to 237,100 shares, valued at $6.97 million based on the price as of September 30.Compared to the 185,556 shares disclosed on June 30, this increase of 51,544 shares had a market value of approximately $2.02 million at that time. The increase in market value was mainly due to the stock price: the implied ASST price in the two filings rose from $10.91 on June 30 to $29.41 on September 30, resulting in a more than doubling of the disclosed market value alongside a 28% increase in the number of shares held.The 13F is a snapshot at a point in time rather than a trading record. Bank of New York Mellon submitted a consolidated report covering group-level holdings, so Strive's position may include client, fund, and discretionary accounts, rather than a single proprietary bet, and the bank may have adjusted its holdings after September 30.As of September 30, the bank's assets under custody and administration amounted to $63.4 trillion, with managed assets totaling $2.2 trillion. In the same report, its Bitcoin-related positions also included 1,056,230 shares of Strategy (MSTR), valued at $161.7 million, and 162,072 shares of BlackRock iShares Bitcoin Trust (IBIT), valued at $7.67 million, the latter nearly doubling from 85,282 shares as of June 30.According to regulations, institutions with investment decision-making authority over securities exceeding $100 million must disclose their holdings within 45 days after the end of the quarter, with this quarter's window extending to November 16 due to November 14 falling on a Saturday.JPMorgan submitted its third-quarter 13F this Thursday, while Wells Fargo, Millennium Management, and Schonfeld Strategic Advisors had not yet appeared in the SEC's EDGAR system as of Thursday morning.Among the disclosed banks, Barclays reported holding 3,942,900 shares of IBIT, valued at $186.7 million, an increase of 48% from 2,658,147 shares three months ago, in a filing on November 6; Citigroup reported holding 521,144 shares of IBIT, valued at $24.7 million, in a filing on November 4, and added 1,636,387 shares of Fidelity Wise Origin Bitcoin Fund (FBTC), valued at $118.9 million. Strive itself increased its holdings by 29 Bitcoins in the week ending November 6, bringing its total holdings to 43,153 Bitcoins.

Bitcoin Treasuries posted on platform X that JPMorgan disclosed an increase in holdings of Strategy by 224,545 shares, with a transaction amount of 25.5 million USD.After the increase, JPMorgan holds a total of 848,932 shares of Strategy, valued at 97.1 million USD, with a 36% increase in holdings.

According to Unfolded, citing CFTC position report data, as of November 3, the net short position of leveraged funds in CME standard Bitcoin futures has decreased to 12,955 BTC, down 89% from the peak of 115,985 BTC on December 17, 2024, marking the lowest level since February 2023, indicating that hedge funds have significantly closed their Bitcoin basis trades.Unfolded stated that the arbitrage buying that previously boosted ETF inflows has essentially disappeared, and the capital flow into spot ETFs will more reflect genuine directional demand, with structural buying that can act as a buffer during price declines also decreasing.

For the week ending October 31, the number of continuing claims for unemployment benefits in the United States was 1.697 million, lower than the expected 1.71 million, and the previous value was revised from 1.718 million to 1.717 million.

According to The Block, banking giant BNY will adopt the validator infrastructure of staking service provider Figment to support its staking business. Eligible institutional clients can stake assets within the platform through BNY's existing digital asset custody services.Figment stated that BNY's staking clients include asset management companies, ETF issuers, corporations, and wealth management institutions. Qualified clients can earn staking rewards on supported assets on the platform. A Figment spokesperson told The Block that ETH will be supported initially, followed by an expansion to SOL, although no specific launch date has been announced.Ralf Roth, head of BNY's digital asset custody, stated that as institutional participation in staking increases, the focus is shifting from whether staking can be accessed to how staking is delivered. Providing staking services in a trusted custody framework with Figment allows institutions to have more confidence in their participation methods and meets their standards for security, oversight, and accountability.Josh Deems, head of revenue at Figment, stated that Figment is bringing its validator infrastructure and staking experience to BNY's digital asset custody platform, providing institutional clients with another way to participate in staking within existing platforms and service processes.BNY launched its digital asset custody services in October 2022, initially accepting Bitcoin and Ethereum from a limited number of clients. Last month, BNY expanded its custody agreement with Ripple to cover XRP and RLUSD, and plans to allow BNY clients to mint and redeem RLUSD through the bank.Coinbase Prime integrated Figment's Ethereum staking services in early 2024, and when the two announced an expansion to networks such as Solana, Cardano, and Sui in October 2025, they stated that the partnership had facilitated over $2 billion in asset staking. Figment claims it has provided staking services to over 1,500 institutions, including asset management companies, custodians, exchanges, and wallets.

The Federal Reserve's interest rate hike combined with the central bank's increase of the foreign exchange deposit reserve ratio to 6% has led several banks to raise their USD fixed deposit rates again, with some products exceeding 4%.In October, the average benchmark performance of USD wealth management reached 4.1%. The interest rates of foreign banks have risen significantly, while the listed rates of state-owned banks remain around 2.8%, resulting in an inverted yield curve.

According to The Block, digital asset infrastructure company BitGo announced that it has added minting and redemption features for USDC in its Go Account. This service is open to qualified clients of its subsidiary BitGo Bank & Trust, which is a digital asset trust bank regulated by the Office of the Comptroller of the Currency (OCC). Clients can initiate and monitor USDC orders on the BitGo platform or via API, and BitGo will process them through its Circle Mint account, charging a fixed fee disclosed before the client confirms the transaction.The service supports USDC on Ethereum, Solana, Base, Arbitrum, Polygon, Avalanche, HyperEVM, Monad, and Aptos, with specific availability depending on jurisdiction and account requirements. Eligible orders can be processed on-chain 24/7, but fiat deposits and withdrawals must still adhere to banking processing windows and settlement times.BitGo launched the Mint service for the first time in April this year, initially supporting USD1 from World Liberty Financial and SoFiUSD from SoFi Bank, allowing institutions to access related assets without establishing separate relationships with each issuer.BitGo CEO and co-founder Mike Belshe stated that the more assets institutions use, the greater the workload for managing independent accounts and relationships with issuers. The company is enabling clients to access more assets through a single BitGo account based on the infrastructure they have already used.Just a week prior, BitGo launched BitGo Global Markets, led by former NYDIG executive Pete Janney, offering institutional trading and financial services such as crypto collateral financing, options, and swaps; this business stems from the acquisition of NYDIG's institutional trading business on August 27, with about 30 employees joining as a result.

According to PR Newswire, Bit Digital, Inc. (NASDAQ: BTBT) announced its financial results for the third quarter of 2026 on November 12, 2026. As of September 30, 2026, the company held approximately 163,725.9 ETH, with a market value of about $439.4 million based on the closing price of ETH at approximately $2,684 on that day; of which 74,606.4 ETH were directly held, with a fair value of approximately $200.2 million.In the third quarter, the company staked 73,683 ETH in liquid staking, obtaining 66,192 LsETH; among them, 19,000 LsETH were used as collateral for a loan, listed on the balance sheet as $37.1 million in digital asset collateral receivables; the remaining 47,192 LsETH were accounted for as digital intangible assets, amounting to $98.3 million. In the third quarter, the company sold 1,625 ETH for $3.4 million, with an average selling price of approximately $2,114.62 per ETH, and did not purchase any ETH during the quarter.The company recorded a non-cash impairment of $3.2 million on LsETH for the quarter, which does not represent realized losses. As of September 30, 2026, the company held 27,043,750 shares of WhiteFiber, accounting for 59.7% of its total outstanding shares.

Documents from the U.S. Securities and Exchange Commission show that State Street Bank increased its holdings in SpaceX by 77.8%, raising its holdings of SpaceX Class A shares to 19.3 million shares.

According to Bloomberg, investment firm Norwest, backed by Wells Fargo, has raised $4 billion for its latest fund. The fund plans to invest in early-stage artificial intelligence startups, focusing on areas overlooked by other market participants.Including this new funding, the total assets managed by the firm have reached $18 billion. This is the 18th fund established by Norwest, with a significant increase in fundraising compared to the previous $3 billion in 2024. Norwest has a 65-year history and has previously invested in industry giants such as Uber Technologies Inc. and Spotify Technology SA.

British bank Griffin has completed a $20 million Series B financing round, led by Octagon Partners, with participation from Notion Capital, A+ Ventures, Nordic Ninja, Breega, and others. The company's valuation exceeds $100 million, though it has not disclosed whether this is pre-money or post-money valuation. Griffin stated that the funds from this round will be used to drive business expansion and achieve profitability.Griffin was founded in 2017 by former Airbnb employee David Jarvis and CircleC co-founder Allen Rohner, and it obtained a full banking license in 2024 and officially launched. Currently, Griffin provides banking infrastructure services to over 80 companies, including Uber, Countingup, Anna Money, Yonder, and Prosper. The company serves over 300,000 retail and business customers, processing approximately 10 million payments annually. As of September 2026, its recurring revenue has increased 3.2 times year-on-year, a figure that has not yet been audited.Griffin co-founder and CEO David Jarvis stated that the company will expand its card issuance and stablecoin business: the card issuance business will support branded retail and corporate debit cards, with credit card products to be launched later; in terms of stablecoins, the company is developing reserve-related services for enterprises and advancing on-chain cross-border payment solutions.

According to CoinDesk, Gemini has sold its UK and European operations to stablecoin payment company Kast for less than 10 million dollars. Gemini exited the UK and European markets in February this year, with the buyer primarily valuing the local MiCA and FCA licenses.

IBM announced the next-generation superconducting quantum processor IBM Quantum Nighthawk r3, designed to accurately perform 10,000 quantum operations on 520 programmable qubits. This processor contains 2,034 physical qubits, continuing the square lattice connectivity and fast operation architecture of Nighthawk r2, and adds 10 inter-chip connections called l-couplers. IBM plans to connect two Nighthawk r3 processors into a single 1,040 qubit system by 2027.The currently deployed Nighthawk r2 is equipped with 120 programmable qubits, 218 couplers, and 120 reset elements, capable of executing over 100,000 circuits per second, with a throughput approximately 25 times that of Heron, and a maximum speed increase of 19 times for partner workloads, with E.ON reporting a 15 times increase. IBM previously connected two Nighthawk r1 processors using 4 l-couplers, achieving a quantum state transfer fidelity of up to 99.3%, averaging 99%; the two connected cryogenic modules cooled down to below 15 milli-Kelvin within 5 days.

According to Onchain Lens monitoring, Wintermute has achieved historical profits of 227.01 million dollars on Hyperliquid, with a current position of 92.45 million dollars, including a short position of 72.45 million dollars.In the last 30 days, profits amounted to 18.9 million dollars, with an unrealized profit of 3.13 million dollars. The largest short positions are in ETH (13.84 million dollars), SOL (11.24 million dollars), and HYPE (6.51 million dollars).

According to Jiemian News, Tongxin Intelligence has completed hundreds of millions in seed and angel round financing, with investors including Tsinghua Alumni Seed Fund, Beijing General Artificial Intelligence Research Institute, Songlin Technology, Pingzhi Information, Anwu Intelligence, and Yuzizhangquan.The funds from this round will mainly be used for core architecture design and research and development before chip tape-out. Tongxin Intelligence was founded in April 2026 by artificial intelligence scientist, president of Beijing General Artificial Intelligence Research Institute, and chair professor at Peking University and Tsinghua University, Zhu Songchun. Its first product is positioned to support AGI algorithm inference chips, aimed at applications such as large models, world models, and general intelligent agents, with plans to start FPGA prototype verification in early December this year.

The Financial Services Commission of South Korea plans to allow cryptocurrency exchanges to proactively suspend deposits and withdrawals under certain conditions when they are suspected of being attacked by hackers, and requires strengthening security monitoring.