giant

According to Arkham analyst Emmett Gallic, a certain whale began buying 3,009 Bitcoins yesterday after being silent for over a year.This whale purchased 50,000 Bitcoins at an average price of $20,000 at the end of 2022 during the last cycle, and then gradually sold them off from early 2024 to early 2025, accumulating a profit of $2 billion.

After the U.S. midterm elections, concerns about tightening AI regulations and slowing data center construction have intensified, leading to a significant sell-off in U.S. tech stocks. On November 5, the "Seven Sisters" of U.S. stocks lost approximately $1.04 trillion in market value in a single day, with Nvidia dropping 9.26%, resulting in a loss of over $440 billion in market value, which is 2 to 4 times the decline of core clients like Microsoft, Google, and Amazon.The financial pressure on AI infrastructure investment is increasing. In the third quarter of this year, the combined operating cash flow of Microsoft, Google, Amazon, and Meta was no longer sufficient to cover fixed asset expenditures, with a funding gap of about $26.4 billion, whereas a year ago, the four companies still had a cash flow surplus of about $61.7 billion. Amazon's free cash flow turned from $14.8 billion in the past 12 months to a net outflow of $42.4 billion, while Meta's free cash flow turned negative for the first time in over a decade, and Google's long-term debt increased from about $20 billion to $125 billion.On Election Day, out of 41 local propositions related to data centers in 10 U.S. states, 40 of the voting results leaned towards restricting development, with 27 restrictive or oppositional propositions being passed. Research firm SemiAnalysis predicts that the impact of related policy changes on projects already underway by 2027 will be limited, but it may affect computing power expansion plans for 2028 and beyond. More than 90% of Nvidia's revenue comes from data center business; during the same period, Google Cloud's operating profit in the third quarter reached three times that of the same period last year, AWS's operating profit increased from $11.4 billion to $17.8 billion, and Microsoft Azure's revenue grew by 48%.

According to Sina Finance, the Democratic Party has clearly won the election, leading the market to expect that the United States may strengthen regulation on the artificial intelligence industry and data center construction. Michael Clowater, an economist and portfolio manager at ICM Investment Bank, stated in a report that the likelihood of a real shift in U.S. artificial intelligence policy direction seems low, and large-scale cloud service providers are expected to temporarily stick to their existing investment plans.Clowater pointed out that large-scale cloud service providers are an important source of long-term bond supply. Affected by this issuance trend, U.S. tech giants have become a unique issuer group in the investment-grade bond market over the past two years, with the traditional market correlation between credit ratings and bond spreads only applicable to a limited extent.

According to on-chain analyst Ai Yi's monitoring, a whale that acquired 1 million ETH during the 2015 Ethereum ICO has accumulated 2,221 ETH on-chain in the past 8 hours, worth approximately 4.99 million dollars, with an average purchase price of 2,248 dollars.This entity currently holds over 122,000 ETH on-chain, worth over 272 million dollars.

The Macro Paper account published on platform X, stating that according to the data compiled by the company, the seven tech giants in the US stock market (Alphabet, Nvidia, Meta, Tesla, Amazon, Microsoft, Apple) have invested approximately 766 billion dollars this year, corresponding to a total market value evaporation of about 4.85 trillion dollars since the peak in 2026, which translates to approximately 6.33 dollars in market value evaporated for every 1 dollar invested.Breaking it down, Alphabet invested about 200 billion dollars, with a market value evaporation of approximately 1.62 trillion dollars; Nvidia invested about 7.4 billion dollars, with a market value evaporation of approximately 1.49 trillion dollars; Meta invested about 140 billion dollars, with a market value evaporation of approximately 501 billion dollars; Tesla invested about 20 billion dollars, with a market value evaporation of approximately 475 billion dollars; Amazon invested about 220 billion dollars, with a market value evaporation of approximately 378 billion dollars; Microsoft invested about 170 billion dollars, with a market value evaporation of approximately 197 billion dollars; Apple invested about 9 billion dollars, with a market value evaporation of approximately 194 billion dollars.Editor's note: The above investment criteria and market value drawdown starting point are as stated by the account, and independent third-party comparison criteria have not yet been disclosed.

According to on-chain analyst Yu Jin's monitoring, the circular loan giant whale 0xc79b panic sold 288.1 cbBTC (worth $22.35 million) for $77,592 after being stolen on Binance, and then BTC rebounded to $81,200.During last night's decline, it repurchased 203.6 cbBTC (worth $15.85 million) for $77,804, with the purchase price still slightly higher than the previous panic selling price.

The trading atmosphere in the Hong Kong stock market continues to heat up, with several concept stocks experiencing strong gains. According to data from the Gate platform's Hong Kong stock market, the top three stocks in terms of increase are: Jumbo Group (01920) up 24.13%, currently at HK$0.36; Yingmei Holdings (02028) up 18.35%, currently at HK$1.87; and Junda Co., Ltd. (02865) up 18.09%, currently at HK$14.10.Gate's stock trading services have covered five major markets: US stocks, Hong Kong stocks, Korean stocks, Japanese stocks, and Taiwanese stocks, supporting over 10,000 US stocks and ETFs, more than 1,500 Hong Kong stocks, over 1,000 Korean stocks, about 300 Japanese stocks, and 19 Taiwanese 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 trading starting from a minimum of 0.01 shares along with corresponding stock dividend rights. The platform also supports cross-brokerage transfer of US and Hong Kong stocks and accommodates corporate actions such as stock splits and consolidations, further optimizing the stock investment service experience.

According to Bloomberg, the T3 Financial Crime Unit, initiated by several leading companies in the cryptocurrency industry, has quietly disbanded, with no specific reasons disclosed at this time.The alliance was jointly established in September 2024 by the organization behind the Tron blockchain, stablecoin issuer Tether, and blockchain analytics company TRM Labs, aiming to create a "safer and more reliable" cryptocurrency industry. Binance joined in September 2025, and at that time, the alliance stated that it had collaborated with law enforcement agencies to freeze a total of $250 million in illegal assets globally.

Market analyst John Bartus stated that so far in the third quarter, five of the seven tech giants have seen their earnings per share growth lag behind the other constituents of the S&P 500 index. The expected earnings per share growth for the seven tech giants has decreased from 33.6% a month ago to 22.6%, while the growth for the remaining 493 companies in the S&P 500 index is 32.6%.

According to Catcher Predict monitoring on-chain data, significant capital movements are predicted in the Polymarket market. A large whale invested $68,328.97 in a single bet on "Game 2 Winner" for the event "LoL: LOS vs LYON (BO3) - Worlds Group Stage." Based on the current transaction price, the latest corresponding winning probability for this bet is 59%.

According to Catcher Predict monitoring on-chain data, significant capital movements are predicted in the Polymarket market. A large whale sold $74,471.48 in a single transaction regarding the event "Which swing states can the Republican Party win?" for "IA". Based on the current transaction price, the latest corresponding winning probability for this subject is 89%.

According to on-chain analyst Yu Jin's monitoring, the circular loan giant (0xc79b...12be) sold 200 cbBTC for a price of $77,458 nine hours ago, exchanging it for 15.49 million USDC.These cbBTC were purchased at an average price of $68,750 from February to July of this year, resulting in a profit of $1.74 million.

The whale "Set ten major goals first" updated its Bitcoin market views and position operations on the X platform. He stated that he previously believed the BTC price would struggle to break below the $78,000 mark, but the actual price has remained above $79,000 until it fell below that level after a recent black swan event.He had previously closed about two-thirds of his long positions near $76,000 to guard against similar extreme market conditions occurring again. After observing the market stabilize over the past two days, he has re-entered full long positions in the $76,000 to $78,000 range, with his core judgment unchanged, still believing that $58,000 is the bottom of this cycle for BTC.He further pointed out that the bottom of the first phase of this bull market may be around $118,000, while the target for the second round of increases is double that of $78,000, which is about $150,000, and he expects BTC to reach $120,000 within this year.

According to Catcher Predict monitoring on-chain data, significant capital movements are predicted in the Polymarket market. A large whale invested $90,026.78 in a single bet on the "LoL: Hanwha Life Esports vs. G2 Esports (BO3) - World Championship Group Stage" event, targeting the "Match Winner." Based on the current transaction price, the latest corresponding winning probability for this bet is 90%.

According to Catcher Predict monitoring on-chain data, there is a prediction of significant capital movement in the Polymarket market. A large whale invested $168,000 in the "Knicks vs. 76ers" event, targeting the "Knicks vs. 76ers" with a single purchase. Based on the current transaction price, the latest corresponding winning probability for this target is 42%.

As concerns about the sustainability of heavy investments in AI by tech giants grow in the market, the four major tech companies—Meta, Microsoft, Alphabet, and Amazon—updated their capital expenditure expectations for 2026 in the third fiscal quarter, showing a divergence in overall expansion pace. Based on current data, the combined capital expenditure cap for the four companies in 2026 is expected to exceed $74 billion, a significant increase from the actual total capital expenditure of $45.58 billion in 2025.Specifically, Meta has further raised the lower end of its full-year spending guidance, with the third-quarter expectation set at $135 billion to $145 billion, higher than the mid-year expectation of $130 billion to $145 billion. Microsoft has lowered its third-quarter expectation to $170 billion, down from the mid-year expectation of $175 billion, but official comments state that the change in figures is due to accounting adjustments, and the actual AI infrastructure investment plan remains unchanged from the beginning of the year. The capital expenditure expectations for Alphabet and Amazon remain unchanged, at $195 billion to $205 billion and $220 billion, respectively.

According to Lookonchain monitoring, a mysterious whale has sold a total of 694,310 HYPE over the past 5 days, worth approximately 53.27 million dollars at the time of sale.