A crypto whale withdrew 112,000 ETH from Gemini over the past three weeks and staked the tokens, with the holdings valued at approximately $208 million.

Nov 9 Update: #Bitcoin ETFs: 1D NetFlow: -6,270 $BTC(-$467.81M)?? 7D NetFlow: -17,694 $BTC(-$1.32B)?? #Ethereum ETFs: 1D NetFlow: -41,644 $ETH(-$88.25M)?? 7D NetFlow: -171,494 $ETH(-$363.43M)??

Bitmine Chairman Thomas "Tom" Lee stated that Ethereum founder Vitalik Buterin’s announcement at Devcon 8 in Mumbai that “ETH is a store of value, ETH is money” represents a seismic shift, clarifying how ETH will capture value in the upcoming tokenization and AI supercycle. Lee added: “Unlike 'cash flow' token models such as HYPE or LIT, ETH is a pure, trusted collateral, reflecting Ethereum’s position as the Layer 1 of choice for most financial institutions when moving assets to the blockchain. In other words, ETH as a store of value aligns best with its future roadmap and the role it will play in the upcoming tokenization supercycle.”

According to HTX market data, driven by reports that the New York Stock Exchange (NYSE) will settle tokenized stocks on the Avalanche blockchain, AVAX has been rising steadily. It is currently trading at around $8.78, up more than 9.5% after the news broke, with an intraday high of approximately $8.88. On the news front, Bloomberg reported the same day that the NYSE will settle tokenized stocks on Avalanche; Avalanche’s official blog stated that it will serve as the core ledger technology provider for the clearing process of the NYSE’s associated tokenized securities platform, and Dennis Lee, head of digital issuance at the NYSE, also publicly expressed recognition of its performance and controllability requirements.

Goldman Sachs’ Chief Expert for Technology, Media & Telecom, Peter Callahan, explicitly noted in his latest weekly report that the Nasdaq 100 index is retesting a key benchmark trend line connecting the April 2025 low and March 2026 low. Its closing price of around 26,630 last Thursday landed almost exactly on that line; driven by a rebound in semiconductor stocks, the index closed at 26,990 on Friday, just about 1% above the trend line, and still over 14% below its October 6 all-time high of 31,361. Callahan wrote that the significance of this level is hard to overstate. If the trend line breaks, his charts show the next clear support level is around 23,000 near the March 2026 low, representing another roughly 15% drop from current levels. Meanwhile, market extreme sentiment indicators have all turned red: last Thursday saw the largest single-day put option volume in Chicago Board Options Exchange (CBOE) history, and the realized volatility of Goldman Sachs’ flagship semiconductor stock basket surged to 93, its highest level since April this year. The Nasdaq 100 index fell about 5% last week, marking its fourth consecutive weekly decline. The Philadelphia Semiconductor Index (SOX) has dropped 28% cumulatively over the past 22 trading days; Callahan notes that only a handful of instances since 1997 have seen a comparable rate of decline, including the dot-com bubble burst, the 2008 global financial crisis, and the COVID-19 pandemic shock. Callahan’s description of current sentiment is unvarnished: "It’s hard to overstate how tough the market is" — while bottom-up data points such as memory pricing, computing power pricing, supply-demand visibility, and third-quarter earnings remain strong, the AI and semiconductor sectors have entered a "rolling bear market" since this summer, having fallen roughly 40% from their peaks, and macro uncertainty surrounding policy and congressional developments is "impossible to model".

，据 PR Newswire 报道，Bitmine Immersion Technologies（NYSE：BMNR）公布最新资产情况。截至美东时间 11 月 8 日下午 2 时，公司持有 6,070,092 枚 ETH（按每枚 2,234 美元计价）、216 枚 BTC，另有约 1.8 亿美元 Beast Industries 股权、7500 万美元 Eightco（NASDAQ：ORBS）股权，以及 4.75 亿美元现金与有价证券；加密资产、现金与有价证券及「登月」投资合计约 143 亿美元。公司称，过去一周增持 9,587 枚 ETH；ETH 持仓约占当前供应量 1.222 亿枚的 4.97%，距离其「持有 5% ETH 供应量」目标已完成约 99%。质押方面，已质押 ETH 达 5,227,037 枚，按上述计价约合 117 亿美元；董事长 Tom Lee 表示，按近 7 日年化质押收益率 2.65% 测算，现有质押规模下预计年化质押收入约 3.09 亿美元，若全部质押到位则约 3.59 亿美元。

According to Bloomberg, Qatari officials stated: "Reports detailing the U.S.-Iran cooperation plan are untrue. The U.S. and Iran are currently discussing the agreement’s details with mediators." Earlier, The Jerusalem Post reported that two diplomatic sources familiar with the negotiations disclosed that Al Thani brought a plan to reopen the Strait of Hormuz, which had been approved by Iran. Iran appears to have abandoned its demand to control the Strait of Hormuz and charge tolls for passing vessels. (Jinshi)