bitcoin

According to Onchain Lens monitoring, in the past hour, 4 traders on Hyperliquid who went long on Bitcoin had their positions liquidated, involving a position value of 42 million dollars, with a total loss of 2.79 million dollars. One of the traders lost 1.58 million dollars.

According to Catcher Predict monitoring, in the market prediction event "Bitcoin November Price Prediction" on Polymarket, the "Yes" option in the sub-market "Below $67,500" has experienced a sharp fluctuation in winning probability, soaring from 54.5% an hour ago to the current 73.5% (a fluctuation of 19%). Please note the impact of related breaking news.

MARA Holdings CEO Fred Thiel stated to shareholders that Bitcoin mining remains the core business of the company. Bitdeer Chief Strategy Officer Haris Basit mentioned that the company does not wish to rely on any single market cycle. Amid the sell-off of artificial intelligence stocks, some large Bitcoin mining companies that had previously shifted towards AI infrastructure are re-emphasizing their cryptocurrency business.After the Bitcoin halving in 2024, mining profit margins are being squeezed, and several mining companies are expanding their business into AI infrastructure. Recently, IREN and CoreWeave's stock prices have plummeted, with CoreWeave's bond yields reaching junk bond levels, and Bitcoin prices have also fallen from the historical high set in October 2025.

According to Crypto Briefing, Lightning Labs released the open-source extension pi402 on November 12, enabling AI programming agents to use Bitcoin to pay for their reasoning fees via the Lightning Network. This tool is specifically built for Pi programming agents and does not require account registration, API keys, or credit cards; agents can resume work by paying invoices after seeing the prices.pi402 is based on the L402 protocol, combining the HTTP 402 "Payment Required" response with Lightning Network invoices, allowing for instant settlement after payment by the agent. This implements a token-based billing model, where agents pay based on actual consumption. Sellers can accept payments through the Aperture and Lightmeter tools, and neither party needs to run a Lightning node; payments are processed by the Ark-based Wavelength wallet. The demonstration price is approximately $0.375 per million input tokens and $1.5 per million output tokens.

According to a report by Crypto Briefing, Grayscale's research indicates that the correlation between crypto assets and Bitcoin is decreasing, with Bitcoin currently explaining only about 50% of the return volatility across various crypto sectors.The report breaks down the annualized volatility and the impact of Bitcoin-related factors by sector: the annualized volatility of the currency sector is 49%, with 43% attributed to Bitcoin; the annualized volatility of the smart contract platform sector is 58%, with 38% attributed to Bitcoin; the annualized volatility of the finance sector is 59%, with 30% attributed to Bitcoin; the annualized volatility of the utilities and services sector is 67%, with 30% attributed to Bitcoin; the annualized volatility of the consumer and culture sector is 76%, with 46% attributed to Bitcoin; the artificial intelligence sector has the highest annualized volatility at 85%, with only 35% attributed to Bitcoin.The research points out that Bitcoin's own annualized volatility has recently been around 43%, while the volatility of all sectors tracked by Grayscale is higher than that of Bitcoin. The report suggests that lower correlation does not imply lower risk, but the fact that Bitcoin explains only half of the return volatility means that the other half is driven by factors specific to each sector, providing investors with a reference for assessing which sectors can offer true diversification.

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.

BnkToTheFuture co-founder and CEO Simon Dixon stated in a Bitcoin Magazine video interview that there are only three scenarios that would make him sell all his Bitcoin and buy gold: if Bitcoin can no longer be held in a self-custodial manner and generate returns, if peer-to-peer payments cannot be completed without a governmental intermediary, and if the fixed supply of 21 million coins is no longer credible. He mentioned that Bitcoin has performed well in these three aspects since 2011, and if any of them are called into question, he would sell immediately.Dixon believes that the real battleground is not whether Bitcoin can be adopted, as the trajectory of institutional adoption is unprecedented, but rather whether custodial institutions, Wall Street-controlled mining companies, and treasury companies will lead the network towards centralization. He pointed out that if everyone hands over their private keys to institutions like BlackRock, Bitcoin will fail.He also discussed the phenomenon of central banks continuously buying gold instead of Bitcoin and emphasized that holding private keys is a form of resistance; investors need to allocate assets outside of the traditional banking system.

According to Catcher Predict monitoring, in the market prediction event "Bitcoin November Price Prediction" on Polymarket, the "Yes" option for the sub-market "72,500 USD" experienced a dramatic fluctuation in winning probability, soaring from 64% an hour ago to the current 87% (a fluctuation of 23%). Please note the impact of related breaking news.

Bitcoin News posted on platform X that the Brazilian exchange Mercado Bitcoin reopened read-only accounts a week after being attacked, resulting in an estimated loss of about 49 million dollars. Users can view their balances as of the day the attack occurred, but withdrawals are currently not possible, and the exchange has not announced a timeline for resuming withdrawals.Mercado Bitcoin stated that it has 4.8 million customers and will cover all losses with company funds, but has not explained how the attackers accessed its wallets. After withdrawals are resumed, they will only be processed through Pix, and users will need to reconfirm their information, with withdrawals only allowed to accounts under their own names.

The founder of Liebit Mining Pool, Jiang Zhuoer, posted on the X platform stating that BTC has fallen below the Fibonacci 50% retracement level of the previous upward trend ($72,600). The next level to watch is the 61.8% retracement level ($69,100), and it is necessary to observe whether BTC can rebound before falling to $70,000.In addition, he mentioned plans to look for opportunities to close the hedge short position established around $73,000 in BTC.

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.

Bitcoin News posted on the X platform that residents of Miami-Dade County can now pay property taxes online or offline using Bitcoin.Third-party payment service providers will automatically convert Bitcoin into US dollars before the funds enter the county government's account, so the county government will not hold Bitcoin; this payment method is optional.

According to Catcher Predict monitoring, in the event of "Bitcoin breaking through on November 12" in the Polymarket prediction market, the "yes" option for the sub-market "72,000" experienced a sharp fluctuation in winning probability, plummeting from 88.25% an hour ago to the current 73.25% (a fluctuation of 15%). Please note the impact of related breaking news.

In the past 90 days, BTC has risen by 16.6%, with only 31 cryptocurrencies outperforming Bitcoin.Among them, BTW has increased by 219%, QNT has risen by 184%, NIGHT has grown by 171%, and RAY has surged by 151%, making them some of the stronger-performing cryptocurrencies.

Bitcoin News posted on the X platform that Strive's Chief Investment Officer Ben Werkman believes that Bitcoin reserve companies should measure performance using a single metric, BTC Yield, which is the growth in the number of Bitcoins per share.He stated that if issuing additional shares to purchase Bitcoins increases the number of Bitcoins per share, existing holders will benefit; if it decreases, existing holders will effectively subsidize new shareholders.Strive claims its BTC Yield for the year is 63%, and last week it increased its holdings by purchasing 29 Bitcoins at a price of $75,721 each, costing $2.2 million, and currently holds 43,153 Bitcoins.

According to Glassnode data, as of November 9, the total supply of major stablecoins has decreased by approximately $14.2 billion over the past 30 days, marking the largest monthly decline since June 2022, surpassing the $9.5 billion drop that occurred when Bitcoin fell below $58,000 in July of this year. Glassnode indicates that the contraction in stablecoin supply means that holders are redeeming stablecoins for US dollars and withdrawing from the crypto market, leading to a reduction in liquidity available to drive market rallies.Among them, the largest stablecoin USDT is currently trading slightly below the $1 peg, which Glassnode attributes to investors continuously exiting the stablecoin market. CryptoQuant data shows that the demand for Bitcoin has decreased by 284,000 coins over 30 days, marking the largest decline since March 2025; the Coinbase Bitcoin premium index fell to -0.27% on October 29, the lowest level since November 2022, and as of Wednesday, it remains in negative territory, reflecting relatively weak demand and significant selling pressure in the U.S. market.

According to Catcher Predict monitoring, in the event of the "Bitcoin price prediction from November 9-15" on the Polymarket, the "Yes" option in the sub-market "below $72,000" experienced a sharp fluctuation in winning probability, soaring from 49% an hour ago to the current 67.5% (a fluctuation of 18.5%). Please note the impact of related breaking news.

On November 5, 2026, Michael Saylor, the founder of Strategy, connected remotely to the Oranje Summit 2026 held in São Paulo, Brazil. He stated that cutting-edge AI models would enhance the attack capabilities of hackers, and complex software used for transferring funds, such as exchanges and wallets, is particularly vulnerable to attacks. He believes that the design of the Bitcoin network can withstand AI threats, and that Satoshi Nakamoto's decision to limit underlying functions was wise, as complex software would expand the attack surface. He also mentioned that Bitcoin, supported by its strong computing power and security, would prevail in the competition for the global digital capital standard.