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According to a letter to shareholders seen by The Information and a source familiar with the matter, ByteDance plans to repurchase up to $6 billion in shares from existing investors at an estimated valuation of approximately $400 billion.This valuation is a 20% increase from the last repurchase the company made a year ago.

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.

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.

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 Cointelegraph, Strive has raised the annual dividend rate of its perpetual preferred stock SATA to 13.25%, effective from December 1.The fixed annual dividend rate of SATS will remain at 15%. Strive currently holds approximately 43,153 BTC.

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.

Arkham claims to have marked the Bitcoin address of CoinShares Physical Bitcoin ETP, which holds approximately 20,652 BTC.

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.

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

According to Bloomberg, some investors in Anthropic have introduced expected shares to new buyers before the IPO pricing. The brokerage firm JonesTrading is representing investors expected to receive a large allocation of shares worth up to $500 million, planning to charge an additional fee of 3% to 5% based on the final IPO issue price.Insiders say that these shares are not subject to lock-up agreements, but buyers must simultaneously obtain approval from both the seller and a bank participating in the IPO. Bloomberg points out that such arrangements allow investment institutions to reduce the risk of certain allocation positions while expanding their own investor base. Jon Jefferies, head of private markets at JonesTrading, did not comment on specific transactions but mentioned that he first saw such arrangements during the SpaceX IPO, and there are currently several similar transactions related to Anthropic being pitched in the market.Additionally, another seller is promoting over $1 billion worth of existing shares in Anthropic through a special purpose vehicle (SPV), with a valuation corresponding to $14 trillion to $16 trillion for the company, and also charging fees. Insiders say that the SPV has a single-layer structure and directly holds Anthropic shares, with the transaction involving issued shares and not relying on the seller's allocation in the IPO. Anthropic's IPO seeks a fully diluted valuation of about $14 trillion, and the company along with some investors aims to raise up to $90.4 billion through the IPO and private placements combined; if this scale is reached, it will exceed SpaceX's base issuance scale of $75 billion. An Anthropic spokesperson did not immediately respond to a request for comment.

According to a report by Reuters, the latest draft of the prospectus shows that the artificial intelligence company Anthropic plans to issue 825 million shares in its initial public offering, with an indicative price range of $70 to $78 per share.The cornerstone investors in the Anthropic IPO include AMD, Broadcom, Google, Micron Technology, Microsoft, NVIDIA, and TSMC partners. These cornerstone investors will acquire a total of $26 billion worth of the company's common stock through another private placement.

According to Crypto Briefing, Benoît Pellevoizin, Managing Director of CoinShares France, stated that restrictions on the construction of new data centers following the U.S. midterm elections may increase the value of existing Bitcoin mining infrastructure, but companies with paid AI tenants will benefit the most.He pointed out that concerns over electricity prices, water consumption, and the influence of large tech companies have increased public resistance to new facilities, while existing mines face fewer obstacles due to already holding power contracts and grid connections. CoinShares data shows that many projects have grid connection delays exceeding five years, with the PJM region averaging over seven years. Fully leased AI data centers are valued at approximately $27 million per megawatt, while publicly listed mining companies with partially held, powered but unleased capacity are valued at less than $3 million per megawatt. However, the cost to convert to AI facilities ranges from $8 million to $15 million per megawatt. Additionally, mining companies with contracted AI capacity trade at an average of 12.9 times forward sales, while uncontracted mining companies only trade at 3.7 times.

Bitcoin News posted on the X platform that Hut 8 sold approximately 3,100 BTC to repurchase its own shares, of which 954 BTC were used for the third quarter repurchase, amounting to 74.7 million USD; another 2,100 BTC were allocated for repurchases after the quarter ended, amounting to 175.3 million USD, with the repurchase authorization limit increasing to 1 billion USD.The second 352 megawatt lease allows the Beacon Point AI campus to fully commercialize, raising the expected contract value of Hut 8's AI business portfolio to approximately 26.6 billion USD; the first data hall is expected to be delivered in the second quarter of 2027.

The largest asset management company in Europe, Amundi, with a management scale of 2.9 trillion USD, disclosed that it has increased its holdings in Strategy by 584,053 shares, valued at 72.3 million USD.Amundi currently holds a total of 1.92 million shares of Strategy, valued at 238.3 million USD, with an increase in holdings of 43.7%.

According to RootData's popular asset dashboard, the top four tokenized stocks by daily trading volume are SNDK, MU, SOXL, and NVDA, with estimated daily trading volumes of $35.0978 million, $31.1247 million, $30.7256 million, and $25.3139 million, respectively. The top three exchanges by 24h trading volume are all Binance, OKX, and Bitget. It is worth noting that all four assets are semiconductor-related, and the prices have generally declined over the past 24 hours.

According to the information disclosed by the Beijing Municipal Market Supervision Administration, China National Petroleum Corporation Kunlun Manufacturing Co., Ltd. and its concerted action party Kunlun Capital plan to jointly establish a new joint venture with Yushu Technology and Beijing Panjie Intelligent Technology Co., Ltd., focusing on industrial embodied intelligent robot solution business. The simplified case of operator concentration has entered the public announcement period, which is from November 4, 2026, to November 13, 2026.According to the announced equity structure, after the transaction is completed, Kunlun Manufacturing and its concerted action parties will hold a total of 60% of the shares in the joint venture, while Yushu Technology and Panjie Intelligent will each hold 20% of the shares, with the three parties jointly controlling the joint venture. The joint venture will provide industrial embodied intelligent robot solutions for fields such as oil and gas, refining and transportation scenario inspections and emergency rescue, as well as applications in gas stations and comprehensive energy stations for charging and swapping. Previously, Kunlun Capital participated as an important investor in the strategic allocation of Yushu Technology's IPO on the Sci-Tech Innovation Board, and the two parties signed a strategic cooperation memorandum regarding the application of robots in oil and gas scenarios. The establishment of the joint venture marks the transition of cooperation from capital connection to the stage of physical operation.

Eastern Alliance collaborates with CACEIS to issue tokenized shares of the STOXX Europe 600 stock index fund on Ethereum, and the fund can still be purchased through traditional channels.

21shares released a digital asset allocation analysis report, analyzing the allocation value of Bitcoin, Ethereum, and Solana in traditional investment portfolios. Data shows that from October 2023 to September 2026, the three-year correlation of Bitcoin with U.S. stocks, real estate, and gold is 38%, 11%, and 4% respectively, lower than the correlations among various traditional assets, reflecting a certain value of portfolio diversification.In addition, Bitcoin's volatility has decreased, with an annualized volatility of 44% for the 12 months prior to September 30, 2026, lower than Tesla's 46% and Palantir's 59%. In terms of portfolio allocation, 21shares conducted backtesting on data from October 2023 to September 2026 and found that allocating 2% to 5% of digital assets in a traditional 60/40 stock-bond portfolio helps improve risk-adjusted returns. Bitcoin, Ethereum, and Solana play different roles in the portfolio, focusing respectively on alternative asset allocation, technology growth assets, and high-risk growth allocations.

DDC Enterprise announced the initial public offering of preferred stock SAVOR (SVOR), with an initial offering price of $20 and an annual dividend rate of 13.5%, paid daily.This issuance is expected to raise $24 million, which will be used to repay convertible notes, fund the dividend reserve account, and increase Bitcoin holdings.

ARK Invest's multiple actively managed ETFs adjusted their holdings. Among them, ARKK, ARKQ, and ARKW all bought SPCX (Space Exploration Technologies Corp), purchasing 224,483 shares, 63,478 shares, and 60,445 shares respectively, totaling 348,406 shares.In terms of reductions, ARKK, ARKW, and ARKF sold 57,883 shares, 31,188 shares, and 36,331 shares of BLSH (Bullish) respectively; ARKK and ARKQ sold 31,480 shares and 14,684 shares of GOOG (Alphabet) respectively. Additionally, ARKK bought 12,943 shares of TWST, 54,040 shares of PACB, while selling 75,243 shares of TEM and 8,551 shares of LLY; ARKQ sold 15,750 shares of AMZN; ARKW sold 7,483 shares of NET and 8,809 shares of CRWD.