The "Big Short" Michael Burry updates his holdings: increases positions in stocks including JD.com and PayPal, stating that JD.com is severely undervalued.

According to monitoring by AI Yi, Ethereum Foundation-associated addresses have sold another 1,000 ETH. Since October 26, cumulative on-chain ETH sales have reached 7,785 tokens, totaling $16.35 million at an average selling price of $2,100. A remaining 10,000 ETH is still on-chain, valued at approximately $19.03 million.

Beating AI Express News: Anthropic announced that Claude Duet has extended invitations to all US Pro, Max, and Ultra subscribers who were previously on its waitlist. New users may apply for access, but the feature is not yet available outside the United States. To encourage trial usage, Anthropic is offering additional free quota resets: 3 for Pro users, and 1 each for Max and Ultra subscribers. Each reset restores a user’s full weekly Claude usage quota and resets the applicable 5-hour session limit. The reset can be manually activated via Settings > Usage in Claude’s web or desktop versions; unused resets will expire on December 15. Claude Duet carries no separate fee, and shares its subscription quota with Claude Chat and Claude Code. Even when no active tasks are issued, background operations such as checking emails and calendars will consume quota. Anthropic stated it plans to roll out Claude Duet to more countries outside the US soon.

As Bitcoin briefly dipped below $67,000, the floating loss on holdings of Strategy — the world’s largest Bitcoin treasury firm — has widened further. In an SEC 8-K filing submitted on November 9, Strategy disclosed it currently holds 850,364 BTC, with a total cost of approximately $64.16 billion and an average holding price of $75,456. Calculated at Bitcoin’s current price of $67,400, Strategy’s overall floating loss on its Bitcoin positions has reached $6.85 billion.

According to HTX market data, Ethereum briefly fell below $1900, currently trading at $1904.73, with a 4.70% drop in the past 24 hours.

According to HTX market data, Bitcoin has fallen below $67,000.

Jack Yi, founder of Liquid Capital, published a post strongly supporting Jensen Huang’s return to NVIDIA, noting that Huang is not only a major bull in the AI industry but also a cornerstone of the entire AI ecosystem, and his departure would be a huge loss for the AI sector. Jack Yi believes that Huang’s exit will not alter the long-term development trend of the AI industry, but may trigger industry deleveraging and bubble clearance in the short term, putting pressure on US stocks in the coming period. He also added that market concerns sparked by Huang’s departure could extend to other leading tech industry figures, and pointed out that the upcoming IPOs of OpenAI and Anthropic may mark the phased peak of the current AI market rally. If US stocks experience a further sharp correction, Warren Buffett’s previously adopted cash strategy may prove valuable again. On investment strategy, Jack Yi stated that he remains bullish on US-listed AI stocks and the crypto market in the long term, but will wait for opportunities in the short term.