Analysis: When the Volatility Index (VIX) exceeds 28.7, the S&P 500 tends to deliver strong returns

On November 24th, according to the on-chain AI analysis tool CoinBob (@CoinbobAI_bot), the previously reported "CZ Whales" (0x9ee) is currently experiencing an unrealized loss of around $18.8 million (-191%) on its long position in ETH. The position size is about $148 million, with an average price of $3201 and a liquidation price of $2443. Additionally, it also holds long positions in XRP with a position size of approximately $80.3 million, an average price of $2.29, and an unrealized loss of $8.62 million (-107%). This address had previously purchased ASTER on November 2nd following CZ and then significantly increased its short position with 3x leverage, becoming the largest short holder of ASTER at that time. It later closed the position and broke even on the 17th and has now switched to long trading in ETH. On the 21st, it was partially liquidated, resulting in a loss of $7.3 million. Currently, it is the largest long position holder for both ETH and XRP on Hyperliquid simultaneou

On November 24th, the base-based decentralized exchange Aerodrome officially announced that it had previously experienced a domain hijacking attack, causing users to lose approximately $700,000. At present, the team is collaborating with security consultants and corporate registrars, and they anticipate that the domain will be migrated and reopened next week. Additionally, the Aero and Velo Foundation is formulating a plan to provide affected users with compensation in proportion to their losses.

On November 24th, the prominent investor Neil Shen interacted with netizens this weekend and expressed that he does not think Nvidia is in a bubble. He will continue to sell put options (indicating his belief that Nvidia will not experience a significant decline in the long term and his willingness to keep collecting option premiums). Earlier this month, when asked why he invested in Nvidia, Neil Shen said that AI is something that one must be involved in and cannot be missed. At the same time, he has admiration for Jensen Huang, who has been developing products in the direction he promised more than ten years ago.

On November 24th, Peter Tchir from Academy Securities, a renowned strategist, warned in a recent report that there has formed a highly intertwined relationship among cryptocurrency, artificial intelligence infrastructure development, and passive investment funds in the US stock market, similar to a "strong bond." As passive investment has surpassed active investment, through ETF tools like QQQ, billions of retirement and hedging funds are effectively closely tied to the capital expenditure cycle of companies in the crypto treasury (DAT) sector and AI giants. On October 11th, during the US stock market closing period, Bitcoin witnessed a sharp sell-off from $122,000 to $105,000. This collapse not only devastated crypto assets but also directly exerted liquidity pressure on widespread stock portfolios through the transmission chain of ETFs and related listed companies. Currently, market attention has collectively focused on the stability of the crypto market. Peter Tchir believes that t

On November 24th, Jack Mallers, the CEO of the Bitcoin financial firm Twenty One Capital, shared a framed letter from JPMorgan Chase Bank on the X platform. The letter, which was dated September 2, 2025, informed him that his account would be closed because a bank review had identified compliance issues with the Bank Secrecy Act and other regulations, as well as account anomalies. JPMorgan Chase Bank is a subsidiary of JPMorgan Chase and is mainly engaged in commercial and retail banking. Jack Mallers mentioned that although his father had a decades-long business relationship with JPMorgan Chase Bank, the bank still prohibited him from opening future accounts and did not provide any specific reasons.

On November 24th, Hunter Horsley, the CEO of Bitwise, posted on X, indicating that due to factors like insufficient liquidity, cost overhead, and risks, the majority of Digital Asset Trusts (DATs) will engage in discount trading. Only those companies that are capable of increasing the per-share value of the crypto assets will trade at a premium. Most DATs will eventually transform into operating companies. During this process, they are likely to acquire and integrate a part of the numerous small private crypto companies. Digital asset management companies are still in the early stages of determining their future directions.