Bitcoin fell as low as $67,652 on Friday, November 13, dropping below its 200-week moving average of around $68,000, as a stronger US dollar and rising bond yields hit risk assets. Bitcoin is down more than 3.5% over 24 hours, 16% over the past month and 17% this quarter. Earlier in the session it broke below $70,000 for the first time since August 19.The 200-week moving average is a long-term trend line that many traders watch as a deep support level in bear markets.Ether, XRP and SOL SlideThe selling spread across the market:Ether fell below $2,000 for the first time since August.XRP traded close to $1.Solana (SOL) fell below $80.Smaller tokens including GT, Stacks (STX) and Monero (XMR) dropped 7% or more.Dollar and Bond Yields ClimbThe Dollar Index (DXY), which tracks the US dollar against a basket of major currencies, rose above 103, its highest since April 2025. It has gained nearly 2% since early October as markets priced in more Federal Reserve rate hikes.Bond yields are rising worldwide. The US 10-year Treasury yield reached 5.125% and the 30-year 5.459%, and yields in the UK, France, Germany and Japan also rose. Higher yields make safer assets more attractive and tend to weigh on riskier ones such as bitcoin and tech stocks.Bets on a half-point Fed hike in December increased after Tuesday’s hotter-than-expected US inflation report. US October producer price data is due at 13:30 UTC today.$500 Million Liquidated as Bitcoin Broke $70,000More than $1.3 billion in crypto futures bets were liquidated over 24 hours, according to CoinGlass, with bitcoin accounting for $677 million. Nearly $500 million of that was wiped out as bitcoin fell below $70,000, showing how many traders had piled into leveraged positions.A liquidation happens when an exchange forcibly closes a leveraged trade because losses have used up the trader’s margin. The largest single liquidation was a bitcoin long worth more than $31 million on the decentralized trading platform Hyperliquid.Gold Slips, Oil ReboundsGold traded just below $3,900 an ounce as it tried to recover toward $4,000. Oil rebounded from recent losses, with WTI crude at $89 a barrel and Brent above $96. CoinDesk also pointed to reports of renewed tensions in the Middle East.Tech futures fell, and the DRAM memory ETF and VanEck Semiconductor ETF also traded lower on Friday.Microsoft Works to Restore Services After Global OutageMicrosoft is working to restore Outlook, Teams, Copilot and other Microsoft 365 services after a global outage disrupted businesses and government agencies, delaying some corporate results, according to Bloomberg. Microsoft said stability and capacity were improving and that there was no sign of malicious activity or a cyberattack.

Aviva reported growth in third-quarter insurance premiums and continued net inflows into wealth management, with its performance outlook in line with expectations and confidence in the rest of the year. According to Sina Finance, total gross written premiums were £3.71 billion, compared with £3.68 billion a year earlier. Wealth management recorded net inflows of £3.24 billion, up 29% year over year. Assets under management reached £266.64 billion as of September 30, compared with £223.62 billion a year earlier. Aviva reaffirmed its full-year guidance, saying operating earnings per share would be broadly in line with its 11% growth target. It also said it expected to meet the medium-term targets set through 2028 following its 2025 acquisition of Direct Line Group. CEO Amanda Blanc said Aviva’s ongoing business performance, its strengths in artificial intelligence and its leading market position gave the company greater confidence in meeting its three-year financial targets and achieving long-term profitable growth.

中国贸易顺差和净结汇的支撑仍在，2027年人民币汇率走势更趋双向震荡，三种情景决定方向。

黄仁勋被罢免不是AI泡沫的终结，而是科技企业与政治权力重新捆绑的代价。

黄仁勋辞职不到24小时，英伟达内部先炸了：1600多条留言、数百人联名请愿要求他复职，董事会则被要求集体下课。

英伟达把信用注入整条AI产业链，看似更强也更脆弱。用杨小凯的分工理论看，黄仁勋做的是一次治理模式的选择。

24家公司中恰好一半的业绩与首日价格方向不同，财报过线不代表市场愿意给出更高价格。

2026年11月12日，黄仁勋正式辞去CEO等职务，结束长达33年的公司领导生涯。英伟达股价大幅波动，美股AI产业链及加密市场也受到波及，没有了黄仁勋的英伟达将何去何从？

没有万能的资产，只有不同的角色分工：美债是工资，黄金是保险，BTC是期权。

黄仁勋辞职后，英伟达第一次有了董事长。CFO克雷斯临时接棒，哈维·琼斯主持董事会，这家公司正在脱下创始人的皮夹克。

彭博社还原黄仁勋辞职前最后几小时：他精神崩溃、自责“我是个烂人”，董事会连夜会议决定要求其辞职。

中国在全球机器人竞赛中处于什么位置、竞争优势在哪里，更重要的是，可投资的空白在哪里