Wintermute increases its short positions by $18.26 million, bringing total short positions to $90.71 million.

According to statistics from Lookonchain, crypto personality "Big Brother Ma Ji" Huang Licheng has been liquidated over 2,100 times on perpetual contract trading platform Papertrade, with a cumulative trading loss of $2.22 million on the platform so far.

In its November index review, index provider MSCI added UK-based Bitcoin treasury firm The Smarter Web Company (ticker: SWC) to the MSCI Global Micro Cap Index. The changes will take effect after the close of trading on November 30. Meanwhile, MSCI removed Strategy from its indices including the MSCI USA Index in the same review, with the adjustments also effective after the close on November 30.

HIP-3 deployer Entropy has won the auction for trading code NVDL (NVIDIA’s 2x leveraged ETF) for 500 HYPE, valued at approximately $35,774. The market is not yet open for trading. The HIP-3 mechanism allows eligible deployers to self-list perpetual markets on Hyperliquid. Mainnet deployment typically requires a stake of 500,000 HYPE.

Quantitative trading firm Jane Street’s latest 13F filing reveals that as of September 30, it held 23.8268 million NVIDIA common shares, with a market value of roughly $5.442 billion at quarter-end prices. Compared to 11.8056 million shares (valued at ~$2.362 billion) in Q2, its holdings rose by 12.0211 million shares, a 101.8% increase. Among listed common stock positions, NVIDIA is the second-largest holding, trailing only the SPDR S&P 500 ETF (SPY). The 13F filing only reflects end-of-quarter positions, not current holdings; it does not disclose short positions, nor does it specify the timing of the stake increase or profit/loss. The same document also lists a large volume of NVIDIA call and put options: approximately 74.76 million shares (nominal value ~$17.07 billion) and ~105 million shares (nominal value ~$23.98 billion) respectively. Options are reported based on the underlying stock’s nominal value, and the nominal size may be far larger than actual investment. Overall risk exposure after hedging cannot be assessed from this data, so this holding should not be simply viewed as a one-way heavy bet.

Matt Cole, CEO of crypto treasury firm Strive, noted in a post that Bitcoin has recently fallen to around its 200-week moving average, near $68,000. Historically, this level has typically been one of the best times for investors to increase their Bitcoin risk exposure. He acknowledged that Bitcoin’s downturns and years of negative returns have been tough for many investors—especially those unaccustomed to its extreme volatility—but as a long-term Bitcoin believer, he has long grown accustomed to these cyclical fluctuations. Despite recent bearish market sentiment, Cole remains highly constructive on Bitcoin’s outlook heading into 2027. He argued that the current dip should not spark panic; instead, it should be viewed as a rare opportunity, even a "blessing". Long-term investors should learn to adapt to this volatility and see the current slump as a window to generate additional value.

According to multiple media reports including Reuters, Malaysia’s Ministry of Trade announced today that it is collaborating with customs authorities to verify whether chips imported into Malaysia by SpeedMatrix, the local subsidiary of Singaporean cloud computing firm Megaspeed, have been re-exported to other countries, and whether such re-exports comply with relevant laws. Separately, Singapore yesterday indicted the fifth suspect in the case: 34-year-old Shi Bingzhe, who faces 41 charges. He is suspected of concealing end-user information when purchasing servers from Dell, Supermicro, and ASUS, and diverting the equipment to Malaysia. Additionally, U.S. Commerce Secretary Lutnick has formally agreed to testify before the Senate on December 10 on issues including chip flows, export controls, and national security. Market analysts point out that Semiconductor Manufacturing International Corporation (SMIC) may be a direct beneficiary of the related incident. On the 12th, SMIC’s third-quarter 2026 financial report showed that its revenue from China rose to 90.8% (from around 90.2% in the previous quarter and 86.2% in the same period last year), while its U.S. segment revenue fell to 7.8%.