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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.

Arbitrum cites EVEDEX data stating that the total value locked on this perpetual contract trading platform has increased by 418% over 12 months.

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.

Blockchain asset tokenization platform Figure Technology Solutions released its Q3 2026 financial report, with net revenue of $287 million, a year-on-year increase of 84%. Adjusted net revenue was $283 million, up 83% compared to Q3 2025. Net profit was $89.32 million, with a net profit margin of 31%, a decrease of 26 percentage points year-on-year.Adjusted EBITDA increased by 91% year-on-year to $164 million; total loan market transaction volume surged 135% year-on-year to $5.8 billion; as of September 30, 2026, the company's cash and cash equivalents reached $1.59 billion, with total digital asset holdings of $100 million, and the circulation of YLDS increased from $328 million at the end of last year to $504 million.

According to on-chain analyst Yu Jin, after Anthropic determined a pricing range of $70 to $78 per share (corresponding to a market capitalization of $1.26 trillion to $1.405 trillion), the largest short position on Hyperliquid for Anthropic continues to increase, with the short position value reaching $70.5 million and an unrealized profit of approximately $1.41 million.Currently, the pre-market contracts for ANT on Hyperliquid are priced at about $104, which is approximately 33% higher than the upper limit of the issuance range of $78. Yu Jin also provided two addresses suspected to be related to this short position (0xecc8..., 0x0b42...).In terms of background, Anthropic plans to issue 825 million shares at a price of $70 to $78 per share, with the financing scale estimated at about $64 billion based on the upper limit; the company previously stated that it expects to finalize the issuance price next Wednesday and begin trading next Thursday, with the IPO already receiving several times oversubscription. The pre-market price is significantly higher than the issuance range, and if the final price is set at the upper limit of the range, the pressure on the short position will continue to accumulate.

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 the RootData Launchpad rankings, Four.Meme's revenue in the past 7 days was $54,000, an increase of 169.93% compared to the previous 7 days. During the same period, the DEX trading volume was $5.3011 million, a month-on-month increase of 170.61%.

SMIC released its third-quarter financial report. In the first three quarters, it achieved operating revenue of 60.618 billion yuan, a year-on-year increase of 22.4%; net profit attributable to the parent company was 7.314 billion yuan, a year-on-year increase of 91.6%.In the third quarter alone, the company achieved operating revenue of 21.983 billion yuan, a year-on-year increase of 28.1%; net profit attributable to the parent company was 2.847 billion yuan, a year-on-year increase of 87.6%. The overall sales revenue for the third quarter reached 3.19 billion USD, a quarter-on-quarter increase of 6.1%; the gross profit margin was 29.9%, an increase of 4.6 percentage points quarter-on-quarter. The performance changes were mainly due to the year-on-year increase in wafer sales, rising capacity utilization, and changes in product mix.The company expects a quarter-on-quarter revenue growth of 4% to 6% in the fourth quarter, with a gross profit margin guidance of 26% to 28%.

ZDNet Korea reported on November 12 that storage companies such as Samsung Electronics and SK Hynix have decided to allocate additional supplies of enterprise-level solid-state drives (eSSD) that are currently being discussed with Chinese customers to U.S. customers. Major Chinese artificial intelligence companies such as Alibaba, Baidu, and Tencent have decided to reduce the scale of eSSD orders to below expectations, and storage companies are aware of this situation. The report states that after the U.S. strengthened export controls on artificial intelligence to China, the supply of high-performance artificial intelligence semiconductors such as graphics processors and high-bandwidth memory has become difficult, leading to a decrease in the demand for accompanying storage.eSSD is a NAND-based storage module primarily used for data centers, serving as an auxiliary storage device for data preservation. Insiders indicate that the main reason for the order reduction among Chinese companies is the difficulty in supplying artificial intelligence semiconductors. The U.S. government has effectively prohibited companies like NVIDIA and AMD from exporting high-performance artificial intelligence semiconductors to China, and the accompanying high-bandwidth memory is also subject to controls. Previously, Chinese companies had circumvented these controls through overseas entities and product disassembly, but these alternative routes have gradually faced obstacles, causing delays in investment plans.Another insider stated that the adjustment of eSSD supply plans for China by storage companies is true, and the related supply volume plans are being shifted to U.S. cloud service providers. This person noted that the storage demand from U.S. data centers remains robust, and the supply shortage may continue into next year and the year after. Industry insiders say that the tight supply of NAND in global markets such as the U.S. is still ongoing, and the reduced demand in China will be taken up by U.S. data center companies; this adjustment will not have a significant impact on the overall demand for NAND and SSD.

Ornn Compute Price Index data shows that the hourly rental price of NVIDIA Blackwell chips has risen from $2.75 two months ago to $4.08, an increase of 48%. In recent months, the demand for AI agents performing autonomous tasks such as programming and real estate viewing appointments has grown, prompting companies to intensify their acquisition of computing power. The OpenAI API's token usage per minute has increased from 6 billion in October last year to 15 billion in late March this year.Anthropic began limiting user token usage during peak hours from 5 PM to 11 PM Pacific Time on weekdays in late March. CoreWeave raised service prices by over 20% at the end of last year and required smaller clients to sign service contracts of at least three years, up from a previous contract term of one year. OpenAI Chief Financial Officer Sarah Friar stated that due to insufficient computing power, the company is abandoning some projects.

According to Gate market data, Intel (INTC.O) has increased by 8%.

According to Gate data, U.S. cloud service providers and the storage sector continue to strengthen, with CoreWeave's increase expanding to 20% and NEBIUS rising over 15%. At the same time, the Philadelphia Semiconductor Index's increase expanded to 5.10%, reporting 10,500.83 points, as the U.S. semiconductor sector surged.SanDisk surged over 14.7%, Lumentum rose over 12.6%, Micron Technology increased over 11.2%, Coherent rose over 11%, and Seagate Technology increased over 10.2%; SK Hynix rose over 9.6%, Marvell Technology increased over 9.1%, Arm Holdings rose over 9.0%, Intel increased over 6.9%, Lam Research, Broadcom, Applied Materials, and AMD rose over 5%, TSMC increased over 3.4%, and NVIDIA rose over 3.0%.

Nick Tomaino, a partner at 1confirmation, stated that 1confirmation has participated in all rounds of financing for Polymarket to date and has decided to increase its investment again. Although the fund focuses on seed-stage investments and typically does not participate in later-stage financing, it believes that Polymarket is worth breaking this investment convention.Nick Tomaino mentioned that there has been a demand for prediction markets for over a century, as users wish to place bets on events in politics, culture, and more. In the age of AI, one of the biggest challenges faced by young people is discerning the truth of information, and prediction markets can transform users' trading and investment enthusiasm into more accurate information.He emphasized that the long-term value of Polymarket is not just in sports betting, but in providing a more effective information discovery mechanism for political, geopolitical, and cultural events. Currently, while the U.S. market is primarily focused on sports trading, the accuracy of information is what gives prediction markets their more enduring value.Additionally, he believes that Polymarket's business is continuously upgrading, with the current management team performing excellently, and the products in the U.S. market are at an industry-leading level, with revenue consistently reaching new highs. Regarding the token program, he stated that while he did not fully agree with some of the related promotional methods previously, it is unreasonable to assert that the token program has lost its potential.Finally, Nick Tomaino stated that Polymarket founder Shayne has a strong desire for success and is one of the most direct and transparent people he knows.

According to the Wall Street Journal, Nick Timiraos, known as the "mouthpiece of the Federal Reserve," wrote that after the third consecutive strong inflation report was released, a rate hike by the Federal Reserve in December is almost certain. Market focus is shifting to the magnitude of the rate hike and the subsequent pace, including a 25 basis point hike at each meeting, a one-time hike of 50 basis points, or signaling multiple consecutive hikes of 25 basis points.Nick Timiraos pointed out that the Federal Reserve will hold a policy meeting from December 8 to 9, and the bigger question is whether this rate hike is a moderate adjustment envisioned by several officials, with two to three more hikes, or the beginning of a sustained effort to suppress the economy and lower inflation.Previously, Federal Reserve Governor Waller, who supported maintaining interest rates last week, stated that if the core price increase in October reaches about 0.3% month-over-month, the Federal Reserve should consider a 50 basis point hike in December, and the latest published data happens to align with this scenario. Dallas Federal Reserve President Logan also hinted after the data release that, given the current inflation pressures, it may be necessary to accelerate the pace of rate hikes. The relevant tactical choices are usually decided by the Federal Reserve Chair.

According to Cointelegraph, Barclays' submitted 13F filing shows that as of September 30, the bank held approximately 3.94 million shares of BlackRock's spot Bitcoin ETF IBIT, an increase of 48% from 2.66 million shares at the end of the second quarter, with a position value of approximately $187 million.Citigroup disclosed a new position in Fidelity's spot Bitcoin ETF FBTC valued at approximately $119 million, with its IBIT holdings also increasing from about 347,000 shares at the end of the second quarter to about 521,000 shares.After comparing 1,389 institutions that submitted third-quarter reports as of last Friday, Bitwise found that the total value of spot Bitcoin ETFs held by these institutions rose from $3.35 billion in the second quarter to $5.25 billion. The report noted that the increase in position value does not necessarily indicate new purchases, as IBIT's price rose by approximately 41% in the third quarter.

The cryptocurrency wallet provider Bitget Wallet announced plans to expand AI-assisted threat detection. In the third quarter of 2026, the average number of signature requests flagged as potential phishing increased by 7.4 times, rising from about 5,000 in the second quarter to approximately 37,000. Bitget Wallet's Chief Operating Officer Alvin Kan stated that this increase may reflect both a rise in threat activity and enhanced detection capabilities, but existing data cannot quantify the contribution of each.Alvin Kan added that the statistic refers to flagged signature interactions, rather than independent attack incidents or confirmed financial losses. Bitget Wallet introduced AI-assisted risk detection in the second quarter, and the expanded AI checks analyze website code and domain registration information to identify signs of fraud, simulating transactions before user signatures to uncover hidden permissions. In October, 90% of the newly intercepted high-risk domains were identified by AI, compared to 36% in the second quarter; nearly 70% of the domains flagged by AI that month did not have matching alerts in the external threat intelligence sources it checked.Phishing threats continue to target cryptocurrency users. In July this year, a trader lost nearly $1 million due to signing a malicious Ethereum token authorization. An August survey by Rapid7 found that a phishing campaign targeted 885,000 phone numbers, directing recipients to a website impersonating a cryptocurrency wallet provider.

Fidelity increased its holdings in Strive by 2.35 million shares, bringing the total shareholding to 265.3 million USD.

According to The Block, JPYC Inc., the issuer of the yen stablecoin, CEO Noritaka Okabe stated that as more banks face service disruptions, the demand for JPYC stablecoin will rise. Shortly before Okabe made the above remarks, Japan's GMO Aozora Net Bank suspended part of its bank API services after detecting unauthorized communications.Its parent company, GMO Internet Group, experienced a significant cybersecurity incident last month, involving ransom demands following unauthorized access to servers. JPYC is a regulated yen-pegged stablecoin, and the company registered as a money transfer service provider with Japanese authorities in October 2025.