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The latest monitoring report released by Morgan Stanley's prime brokerage team on Tuesday shows that global equity hedge funds staged the most intense de-risking action in over a decade during the first week of November, with a widespread wave of liquidations spreading across global markets.In the Asian market, hedge funds are controlling risk exposure through a dual strategy of reducing long positions and increasing short positions, a phenomenon particularly pronounced in the tech-heavy South Korean market. The selling pressure is mainly driven by fundamental stock-picking funds, while multi-strategy, macro, and quantitative funds are taking the opportunity to close out previous short positions, indicating a clear divergence in institutional strategies.Goldman Sachs data shows that the total leverage of U.S. fundamental long-short funds plummeted by 8.7 percentage points in a single week, marking the largest decline since the outbreak of the pandemic in March 2020; however, from the perspective of all-inclusive PB clients, the overall total leverage remains as high as 314.2%, placing it in the 85th percentile over the past year. Dubravko Lakos-Bujas, Global Market Strategy Chief at JPMorgan, believes that this round of adjustment is essentially a concentrated deleveraging by momentum traders, with capitulation-style selling already quite deep, and technical indicators suggest that short-term oversold and bottoming signals are accumulating.

The Macro Paper account posted on platform X, stating that as of the time of the post, the market value of U.S. stocks had evaporated by $2.8 trillion that day, marking the largest single-day market value loss in history, surpassing the previous record of $2.69 trillion during the COVID-19 pandemic.Reader-supplied background information shows that the U.S. stock market lost about $2 trillion in market value that day; in comparison, on March 16, 2020, the market value loss was approximately $3.5 trillion. Elon Musk expressed surprise in the comments section, stating that he rarely sees similar situations.

Multiple mainstream media outlets in the United States have predicted that the Democratic Party will achieve a landslide victory in the midterm elections held on the 3rd, regaining control of both the Senate and the House of Representatives. Elon Musk, who previously spent hundreds of millions of dollars supporting Republican candidates, quietly deleted a post soliciting votes after the election concluded.According to a report by the Washington Post on November 4, on election day, Musk posted on the social platform X, urging voters to "vote red today!" As of local time November 4, this post has disappeared from Musk's account.The Global Times reported that Musk's financial investment in this midterm election reached $474 million, setting a historical record for political spending by a non-candidate donor in a single election cycle. He not only used the X platform to rally votes for the Republican Party but also publicly attacked Democratic candidates multiple times, yet the election results did not go as Musk had hoped.

The U.S. stock market's rare earth, lithium battery, and blockchain concept sectors have seen significant increases, becoming the focus of market attention. According to Gate stock market data, Critical Metals Company (CRML) surged by 27.83%, currently priced at $8.13; Enovix Corporation (ENVX) rose by 26.69%, currently priced at $3.37; Soluna Holdings, Inc. (SLNH) increased by 25.00%, currently priced at $0.65.Gate has established a trading service system covering the four core markets of U.S. stocks, Japanese stocks, Hong Kong stocks, and Korean stocks, supporting over 10,000 U.S. stocks and ETFs, more than 1,500 Hong Kong stocks, over 1,000 Korean stocks, and about 300 Japanese stocks, totaling coverage of more than 12,800 stocks and ETF assets globally.Gate allows users to participate in global stock trading using USDT in a one-stop manner and offers fractional share trading starting from a minimum of 0.01 shares along with corresponding stock dividend rights. The platform also supports cross-brokerage transfers for U.S. and Hong Kong stocks and accommodates corporate actions such as stock splits and consolidations, further optimizing the stock investment service experience.

Morpho co-founder and CEO Paul Frambot stated in a post on X that over the past six months, the team has received many opportunities to acquire cryptocurrency companies.He mentioned that Morpho rarely acquires companies for intellectual property or technology. If they want to build a certain capability, they prefer to hire the right talent and develop it end-to-end themselves, following their own engineering, auditing, and formal verification processes. Talent acquisition may be attractive, but the valuation will be purely based on a comparison of the cost of the talent acquired versus hiring an equivalent team.

The U.S. Department of Defense will invest $750 million in US SIIE to promote the rare earth program.

CryptoQuant founder Ki Young Ju stated that hedge funds on the CME have turned into net long positions in BTC futures, which is a rare situation.He pointed out that basis trading usually causes hedge funds to structurally hold short positions, which is also the reason why related data has remained negative for years, and basis trading cannot be conducted in a net long position. This shift of hedge funds to net long positions in BTC futures indicates that institutional investors are optimistic about further increases in BTC prices.

According to Jinshi reports, South Korea's foreign exchange authorities conducted a rare dollar-selling intervention on Thursday.

According to Jinshi, rare internal disagreements within the Federal Reserve have disturbed market expectations, leading to a softening of the dollar, which in turn boosted basic metals such as copper and aluminum.Meanwhile, the conflict in the Middle East continues, coupled with a bottoming out of aluminum inventories and unusual movements in copper warehouse receipts, basic metals are seeking direction amid macroeconomic games and supply-demand struggles.

Mango Labs founder @dov_wo expressed market views stating, "I have gone long on Changxin Technology. In my opinion, Changxin presents a rare 1:5 betting opportunity with a 20% downside and a 100% upside, risking one to gain five."@dov_wo listed the reasons for being bullish as follows: low circulation ratio, regulatory intervention, and institutions optimistic about its investment opportunities below a market value of 3 trillion. The suggested strategy is "if it opens high tomorrow, directly close the position to take profit; if it opens low and rises, patiently wait, and resolve the battle within 3 days."

According to SoSoValue data, as of 8 AM Eastern Time on June 1, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $9.85 million, a decrease of 43.33% compared to last week.Strategy (formerly MicroStrategy) sold 32 Bitcoins last week at a price of $77,135, generating approximately $2.5 million, reducing its total holdings to 843,706 Bitcoins.The Japanese listed company Metaplanet did not purchase any Bitcoin last week.In addition, four other companies purchased Bitcoin last week. Ethereum asset company Bitmine announced on May 26 that it bought 1 Bitcoin, without disclosing the specific purchase amount, bringing its total holdings to 203 Bitcoins; Japanese food brand DayDayCook announced on May 27 that it spent approximately $10.37 million to purchase 131 Bitcoins at a price of $79,135, increasing its total holdings to 2,714 Bitcoins; UK Bitcoin company The Smarter Web Company announced on May 26 that it invested $750,000 to purchase 10 Bitcoins at a price of $74,904, and on May 29 announced an investment of $660,000 to purchase 9 Bitcoins at a price of $73,437, bringing its total holdings to 2,878 Bitcoins; French Bitcoin company Capital B announced on June 1 that it invested $300,000 to purchase 4 Bitcoins at a price of $74,890.10, increasing its total holdings to 3,139 Bitcoins.As of the time of publication, the total amount of Bitcoin held by the global listed companies (excluding mining companies) in the statistics is 1,114,182 Bitcoins, an increase of 0.01% compared to last week, with a current market value of approximately $80.46 billion, accounting for 5.6% of the circulating market value of Bitcoin.

Binance founder Zhao Changpeng (CZ) reflected on the origins of BNB Chain in his new book, stating that the launch of BNB Chain coincided with the DeFi boom, which was not the result of his long-term planning. When the development team proposed to create this new public chain, he simply said yes and thereafter hardly participated deeply.CZ candidly stated, "In fact, I rarely make long-term plans. My principle is simple: when someone comes to me with a good idea, I give them ample resources and freedom to try."

According to Cryptoquant analyst Darkfost, there has been a significant market pattern shift in Ethereum derivatives, the first since the bear market of 2023. Darkfost pointed out that while the net trading volume of ETH has been negative for most of 2023, it has now turned positive. Currently, this metric shows that buying pressure is dominant, with a buying amount of $104 million.It is noteworthy that even when Ethereum's price was close to new highs previously, this metric indicated that selling pressure remained very strong, but now this situation seems to be changing.Darkfost believes that due to the positive buying pressure facing Ethereum, this could help form a stronger bottom. If this dynamic continues, and the spot market and ETFs begin to support this trend, Ethereum may potentially resume its upward trend.

According to SoSoValue data, as of 8 AM Eastern Time on March 30, 2026, the total net purchase of Bitcoin by publicly listed companies worldwide (excluding mining companies) for the week was $70,000, a decrease of 99.93% compared to last week.Strategy (formerly MicroStrategy) has not announced any Bitcoin purchases.The Japanese listed company Metaplanet did not purchase Bitcoin last week, marking eleven consecutive weeks without purchases.In addition, another company purchased Bitcoin last week. The UK Bitcoin company BHODL announced on March 26 that it invested $72,832 to buy 1 Bitcoin;Swedish health tech company H100 plans to acquire Norwegian companies Moonshot AS and Never Say Die AS through an all-stock transaction, intending to increase its Bitcoin holdings to 3,501 Bitcoins. French Bitcoin asset company Capital B announced it has completed a financing of 2.8 million euros to advance Bitcoin purchases.As of the time of writing, the total amount of Bitcoin held by publicly listed companies worldwide (excluding mining companies) is 1,023,333 Bitcoins, an increase of 0.000098% compared to last week, with a current market value of approximately $6.939 billion, accounting for 5.1% of Bitcoin's circulating market value.

According to U.Today, the Bitcoin network experienced a rare two-block reorganization last night. At height 941880, the network briefly split into two competing chains. AntPool mined block 941881, and ViaBTC subsequently mined block 941882 on the same chain; meanwhile, Foundry USA mined its version of block 941881 and continued to mine its version of block 941882. After Foundry USA continued to mine blocks 941883, 941884, and 941885, the competing chain was broken, and the blocks from AntPool and ViaBTC were discarded as orphan blocks.This reorganization was not an attack or a failure, but rather a normal result of Bitcoin's decentralized consensus mechanism. Single-block reorganizations occur from time to time, but two-block reorganizations are relatively rare, indicating that the tie between the two chains lasted for an entire block cycle. Foundry USA mined seven consecutive blocks from 941879 to 941885.