Michael Saylor, founder and executive chairman of bitcoin treasury company Strategy, posted another Bitcoin Tracker-related message, writing, “Connecting the dots.” According to Odaily, Strategy typically discloses changes to its Bitcoin holdings the day after such a post, and may report updated holdings next week.

Asian investors are assessing the fallout from the AI selloff as hedge funds cut exposure and uncertainty grows over US data-center policy, Bloomberg News markets producer Anthony Stephens said on Bloomberg This Weekend, according to Bloomberg. Speaking with hosts David Gura and Christina Ruffini, Stephens said the timing of AI infrastructure investment could determine winners and losers across technology markets.

Golden Weekly is a weekly blockchain industry summary column launched by Golden Finance, covering key news, mining information, project updates, technological advancements, and other industry dynamics.

According to CNBC, Wall Street analysts favor Viper Energy (VNOM), Exxon Mobil (XOM) and Williams (WMB) for dividend income, with each receiving a buy rating from analysts cited in the article. TD Cowen’s Aaron Bilkoski reiterated a buy rating on Viper Energy with a $61 price target; the company announced a 50-cent-per-share base cash dividend for Q3 2026 and has a 5.7% yield based on base and variable dividends over the past 12 months. TD Cowen’s Jason Gabelman reiterated a buy rating on Exxon Mobil and raised his price target to $193 from $180. Exxon declared a quarterly dividend of $1.07 per share, up 3.9%, and has an annualized yield of 2.53%. CIBC’s Robert Catellier reaffirmed a buy rating on Williams with an $82 price target. Williams announced a quarterly dividend of $0.525 per share, or $2.10 annualized, and has a 3.09% yield.

Morgan Stanley says leveraged ETFs sold a record $57B of US stocks on November 5, when the Nasdaq fell about 5.5%, while hedge funds cut net leverage 5 points in a day. Bitcoin steadied near $75,950 with neutral funding rates. Tokenized gold trading on Binance hit a record $325M in weekly volume as gold stabilized near $4,000. Inflation mentions on S&P 500 earnings calls reached 820, the most since February 2024. Tuesday’s October CPI, CoreWeave earnings and Anthropic’s IPO roadshow headline the week, with December hike odds at about 80%.Morgan Stanley: Record $57 Billion Leveraged ETF Selling Drove November 5 Stock SelloffLeveraged ETFs sold $57B of US stocks on November 5, the most since data began in 2007, per Morgan Stanley’s derivatives team. The Nasdaq fell about 5.5% that day. Net leverage at US long-short hedge funds fell 5 points in one day, the fifth-largest drop since 2010, and now sits in the bottom 10% of its historical range. Since June, active selling has cut hedge fund exposure by 10.7% of end-June holdings, the largest reduction in at least 10 years. AI stocks still make up 32% of hedge fund absolute exposure. Retail selling in the first 90 minutes was the second-largest since 2016, and rising stock correlations point to broader risk-cutting.US CPI, PPI and CoreWeave Earnings to Test Markets as Fed Hike Bets Hit 80%LSEG data shows about an 80% probability of a December hike, with two more 25bp hikes expected this cycle, after October payrolls of 165,000 and unemployment at 4.1%. October CPI is due Tuesday, November 10, at 13:30 UTC, with ING expecting +0.3% headline and core; PPI follows Friday. Waller, Bowman, Barr and Jefferson speak this week. CoreWeave reports Tuesday after the close, Nebius and Cisco on Thursday, alongside Anthropic’s possible roadshow launch, a “double stress test” for AI assets. Explosive Options’ Bob Lang noted the CBOE put/call ratio hit 1.2, twice its average, and wants repeats to confirm a bottom. Freedom Capital’s Jay Woods wants the VIX above 30; it was around 24 Friday. US, Russia and Ukraine hold talks in Abu Dhabi November 10-11.Inflation Mentions on S&P 500 Earnings Calls Hit 820, Highest Since February 2024Inflation-related terms came up 820 times on S&P 500 earnings calls in October, per Bloomberg. One week into November, mentions had already passed all of November last year. Bloomberg Economics says income growth is failing to keep pace with prices. Higher oil is raising costs for fuel, fertilizer and plastic resin. GM expects commodity, logistics and memory chip costs to cost about $2B this year. Wells Fargo CEO Charles Scharf said persistent inflation and high rates are a headwind for consumers and corporate clients.Tokenized Gold Trading on Binance Hits Record $325 Million Weekly Volume as Crypto Market CoolsGold-backed product volume on Binance exceeded $325M over seven days, excluding the listing spike, per analyst Darkfost. Trading peaked at $78M on November 5, the day US stocks sold off. Cumulative volume has passed $8B since launch. Tokenized assets total about $50B per CoinGecko, with commodity-backed tokens near $6B, mostly gold. Gold is down more than 30% from its high this year and stabilizing near $4,000.Bitcoin Steadies Near $75,950 as Funding Rates Hold Neutral and ETH Bearish Sentiment EasesBitcoin traded around $75,950 on November 8, up 0.09% over 24 hours. BTC funding is 0.0087% (open interest-weighted) and 0.0081% (volume-weighted). ETH funding rose to 0.0068% and 0.0064%, within the neutral range, pointing to easing bearish sentiment. The baseline is 0.01%, with readings below 0.005% signaling bearish sentiment.One flag: story 2’s source says “about 80%” while yesterday’s digest cited 78% and 75% from different sources; keep the LSEG attribution.

Vitalik wrote on X that valuation support from ETH burns is not a true floor because the revenue mainly comes from activity within the crypto ecosystem, where users’ ability to pay would also decline if ETH prices fell sharply. According to Odaily, he said growth in the real-world asset (RWA) economy now provides Ethereum with stronger external revenue support, though mature businesses are unlikely to generate an episode like digital monkeys burning $180 million worth of ETH in a single day.

Predictions, Cryptocurrency, Crypto Market, Undervalued Opportunities in the Crypto Market: Funding Rates Can Be Traded Separately (Golden Finance) - Almost every crypto transaction hides another transaction within it.

Analysts believe that the SpaceX-Anthropic contract contains a "90-day two-way exit clause"—if the supply of computing power tightens, Musk can reprice the computing power to 2-3 times the original contract price, directly determining the fate of Anthropic and the future of the entire AI landscape.

With the release of results from multiple referendums and local elections across the United States in November, public resistance to the expansion of AI data centers has reached unprecedented levels, with 76% of surveyed voters explicitly opposing the construction of data centers in their own communities in exit polls.

For many people working in the crypto industry, the real concern may lie in another direction: since domestic policies have clearly prohibited virtual currency mining activities, would purchasing mining machines in China and exporting them to overseas mining farms also constitute smuggling?

Nomura believes that the "blue wave" will slow down the construction of US data centers through tightened regulations, thereby lowering global AI chip prices and easing the difficulty for Chinese companies to obtain high-end GPUs and HBMs, which is generally beneficial to China's AI economy.

The U.S. Treasury Department's restrictions on MEXC start with its fund transfers with U.S. financial institutions.

With the establishment of the regulatory framework, the proportion of first-launch/exclusive listings in South Korea has decreased significantly.

The wave of protests has spread from Scotland to Spain, with 2,000 people rallying simultaneously in Dublin and 1,300 in Helsinki in just one day, and clashes and arrests breaking out in Amsterdam.

This week, 14 blockchain startups raised $43.5 million. Uranium Digital raised $16.5 million in Series A funding, the largest funding round this week.