Odaily News According to on-chain analyst Ai Yi's monitoring, a certain Address (0xd47...51a91) has unrealized losses of 1.23 million USD on its MON short positions held in Hyperliquid. The Address currently holds 1.81 million MON short order, valued at 7.67 million USD, with an entry price of 0.03566 USD. Additionally, the Address also holds 33.23 million USD in ZEC short order, with unrealized losses of 608 thousand USD. The Address holds a total of 13 Token Positions, with an overall unrealized gains of 2.08 million USD.

Golden Finance reports that Zhang Jun, chief economist at China Galaxy Securities, pointed out in an investment strategy meeting that the AI bubble exists but has not yet evolved into a crisis. Currently, the overall economic resilience is lower than during the internet bubble period, policy risks are controllable, but careful assessment is still needed.

According to the monitoring of on-chain analyst Ai Yi, on November 26, "Maji" reopened BTC long orders, currently holding 3 long orders with a total value of 18.63 million USD and unrealized gains of 537,000 USD. The specific holdings include ETH and HYPE.

On November 26, news came that the modular AI agent infrastructure Theoriq announced at the X Space event that its flagship product AlphaVault Phase 2 is about to officially launch, and plans to hold the THQ token generation event in December 2025. To support the launch of the second phase and the TGE, Theoriq will launch a three-month TVL incentive program in late November, allocating 1% of the total amount of THQ tokens as rewards to encourage early user participation.

PANews November 26 news, according to SoSoValue data, the crypto market mostly rose, the AI zone rose 1.98% in 24 hours, among which, Bittensor (TAO) rose 7.29%, KAI (KAI) rose 12.53%. At the same time, the SocialFi zone rose 1.98%, within the zone, Toncoin (TON) rose 2.96%. In addition, Bitcoin (BTC) rose 0.04%, breaking $88,000; Ethereum (ETH) rose 1.24%, approaching $3,000. The standout zones also include: the DeFi zone rising 1.69% in 24 hours, Ethena (ENA) rising 10.28%; the Meme zone rising 1.44%, SPX6900.

Gate News Bot message, on November 26, according to CoinMarketCap, as of the time of writing, ICNT (Impossible Cloud Network) is currently priced at $0.25, having risen 21.27% in the last 24 hours, with a high of $0.28 and a low of $0.17. The current market capitalization is approximately $41.5 million, an increase of $7.29 million compared to yesterday. ICNT is currently ranked 499th in the global Crypto Assets market capitalization. Impossible Cloud Network is building the world's largest AI data center network. This network provides users with instant access to high-performance, enterprise-grade, AI-supported infrastructure, covering major global markets such as Europe, the United States, and Asia. ICN is committed to providing bare metal services to customers while also welcoming operators to contribute bare metal resources. ICN

Golden Finance reported that Nvidia stated on Tuesday that its technology remains a generation ahead of the industry in response to Wall Street's concerns about Google's AI chips potentially threatening Nvidia's dominance in AI infrastructure. Nvidia said, "We are pleased with Google's success—they have made significant progress in the AI field, and we will continue to provide products to Google. Nvidia currently leads the industry by a generation—we are the only platform that can run all AI models and is versatile across various computing scenarios." At the time of this statement, Nvidia's stock fell 3% on Tuesday, following reports that one of its key clients, Meta, may reach an agreement with Google to use Google's Tensor Processing Units (TPU) in its data centers. Nvidia stated in the post that its chips are more flexible and powerful compared to so-called ASIC chips (like Google's TPU), which are typically designed for a single company or single function.

PANews, November 25 - The US stock market opened, with the Dow Jones rising 0.28%, the S&P 500 index falling 0.06%, and the Nasdaq down 0.39%. Google's parent company Alphabet rose 2%, following reports that Google is discussing a multi-billion dollar protocol with Meta, planning to supply customized AI chips to Meta's data centers starting in 2027. Nvidia (NVDA.O) fell 4%. Alibaba (BABA.N) rose 2%. Among blockchain concept stocks, Circle (CRCL) dropped about 5%, falling to $69, close to its opening price on the first day of listing.

Golden Finance reports that Valereum, an independent investment company based in the Cayman Islands, has announced it has secured $200 million in investment. The new funds will be used to support its establishment of a Digital Asset Treasury (DAT) and strategically accumulate and manage digital assets, as well as develop an AI-driven tokenization and royalty and streaming platform.

Odaily News According to on-chain analyst Ai Yi's monitoring, holders of MON TOP1 long positions on Hyperliquid have unrealized gains of $1.572 million. They opened a long order 21 hours ago and currently hold 163 million tokens (worth $6.28 million) at an entry price of $0.02878. In the past 50 minutes, with the rise in coin price, they have reduced position and taken profit on 8.04 million tokens, realizing a profit of $90,000. Just now, they placed a limit buy order of $1 million in the range of [0.033 - 0.034]; if the token price falls to a psychological price point, they will continue to be bullish.

Odaily News The Federal Reserve Board of Governors member Waller's hawkish comments on interest rate cuts have raised market expectations for a rate cut next month to about 70%. However, amid high AI valuations, soaring VIX index, and risks of seasonal failures, Wall Street is deviating from historical experience and collectively turning cautious, making a "Christmas rally" difficult to replicate. (Jin10)

Golden Finance reports that Alibaba's US stocks rose over 5% before the market opened. The company's second quarter revenue exceeded expectations, with strong performance continuing in its two core businesses, AI + Cloud and Consumer.

According to Golden Finance, Google's stock price rose by 4.2% in pre-market trading. If this increase holds at the opening, its market capitalization will surpass $4 trillion for the first time, making it the fourth publicly traded company to exceed a total market capitalization of $4 trillion. NVIDIA fell nearly 4%, with reports that Google's AI chip TPU has been acquired by Meta for billions of dollars.

PANews, November 25 news, according to Jin10 reports, Alibaba (09988.HK) reported that its revenue for the second fiscal quarter of FY2026 reached 247.795 billion yuan, a year-on-year rise of 4.8%, exceeding market expectations. The cloud intelligence revenue of 39.82 billion yuan was higher than estimated, and Ant Group's profit reached 8.37 billion yuan, a year-on-year increase of 10.3%. However, the adjusted net profit was 10.35 billion yuan, lower than the expected 16.8 billion yuan, with earnings per ADS of 4.36 yuan also falling short of expectations. The company stated that it will continue to increase investments in AI and consumer sectors, and short-term profits will fluctuate.

ChainCatcher news, the new season of Alpha Arena started on the 20th. As of the time of writing, all 8 participating AI models have been wiped out. GPT-5.1 currently ranks first with a return rate of -7.78%, while Grok 4 is at the bottom with a return rate of -56%. The newly added domestic model Kimi 2 has a reported return rate of -32.8%. This season, models must participate in multiple competitions, each with a different theme. Overall, these competitions serve as stress tests for the models and can reflect their robustness to different prompts. However, in the same competition, all models will receive the same input. This season's competition format involves trading US stock tokens on trade.xyz.

In pre-market trading on Tuesday, Nvidia's stock price fell by 3.2%, following reports that Meta is in talks to use Google's AI chips. Boosted by this news, Alphabet's stock price rose by 2.1%, as investors digest the potential shift in the AI hardware landscape. The Information reported on Monday that Meta is considering deploying Google's Tensor Processing Units (TPUs) in its data centers before 2027. The social media giant may rent TPUs from Google Cloud as early as next year.

PANews, November 25th - According to Shanghai Securities News, the Artificial Intelligence Singapore (AISG) has abandoned the Meta Llama model in its latest Southeast Asian language model project, opting instead for Alibaba's Tongyi Qwen architecture. As of now, the Qwen series has surpassed 600 million downloads globally. It is reported that the "Qwen-SEA-LION-v4" released by AISG on November 25th ranks first in Southeast Asian language capabilities. Previously, open source models represented by Meta's Llama series performed poorly in handling regional languages such as Indonesian, Thai, and Malay, severely limiting the development efficiency and performance of localized AI applications.

PANews, November 25 - The DePIN platform Aethir has become a leading computing platform due to rising enterprise demand. As of the third quarter of 2025, Aethir operates over 435,000 GPU containers, delivering a total of 1.4 billion hours of computing services, with Q3 revenue reaching $39.8 million and Annual Recurring Revenue (ARR) exceeding $147 million. Aethir is setting itself apart from other DePIN platforms by supporting enterprise clients in areas such as AI inference, model training, and gaming. Its clients include Kluster.ai, Attentions.ai, and others, leveraging Aethir's infrastructure to significantly enhance efficiency and conversion rates. Additionally, Aethir has secured a $344 million investment from NASDAQ-listed Predictive Oncology, planning to establish the world's first strategic computing reserve (S

Gate News Bot news, on November 25, according to CoinMarketCap data, NIL (Nillion) is currently priced at $0.11, with a rise of 17.25% in the last 24 hours, reaching a high of $0.23 and a low of $0.09. The current market capitalization is approximately $30.1 million, an increase of $4.43 million compared to yesterday. Nillion is a decentralized secure computing network designed to provide decentralized trust for sensitive data, similar to how blockchain decentralizes transactions. The project aims to become the decentralized and private data infrastructure for the largest industries of the future, supporting application scenarios such as personalized AI, decentralized trading, and authentication. Nillion's network consists of a processing layer, a coordination layer, and a connection layer, providing quantum-secure data processing and storage services through distributed nodes. NIL

Gate News Bot message, on November 25, according to CoinMarketCap data, as of the time of writing, COAI (ChainOpera AI) is currently priced at $0.65, with a 28.78% rise in the last 24 hours, peaking at $0.77 and dropping to a low of $0.46. The current market capitalization is approximately $121 million, an increase of $27.1 million compared to yesterday. ChainOpera AI is a collaborative intelligent AI agent network platform co-created and owned by the community. The project is driven by super AI applications, full-stack AI infrastructure, and AI-native blockchain, aiming to build a distributed specialized model and agent network for cross-modal collaborative intelligence. ChainOpera AI provides AI terminal applications, AI agent development platform, and decentralized models.

Odaily News According to on-chain analyst Ai Yi's monitoring, a Whale (0x5D2...9Bb7) that has shorted BTC four times since March 2025 has reduced its position by 50 BTC in the past hour, realizing a profit of 1.175 million dollars. The Address currently has 1181.98 BTC in short orders, with unrealized gains of 28.17 million dollars, and has profited over 9.33 million dollars through funding fees, totaling over 56.34 million dollars in profits since 2025. In addition, the Address has a take profit limit order of 1300 BTC placed in the range of 67,244 to 67,844 dollars.

BlockBeats news, on November 25, according to the on-chain AI analysis tool CoinBob (@CoinbobAIbot), it was monitored that since the launch of MON on the Mainnet yesterday, multiple whales on Hyperliquid have started to build a position in MON. In the past 9 hours, the "largest short position on Hyperliquid for ZEC" opened a MON short order at an average price of $0.032, with a position size reaching $3.48 million, a liquidation price of $0.25, and a small unrealized gain of $180,000. This address is now also the largest short position for MON; additionally, it has been monitored that the largest MON long address (0xcc) opened a MON long order at an average price of $0.028, with a position size of approximately $5.4 million, and a liquidation price of $0.0248.

Bitcoin mining is facing profit pressure due to a record high in computing power and a price fall, leading mining companies to approach breakeven. The recoup investment period for mining rigs has extended to over 1200 days, with financing costs rising. Despite mining companies turning to AI and high-performance computing, revenue growth remains limited. JPMorgan has raised target prices for some mining companies, driving stock prices to rise.

PANews, November 25 news, the Talus Foundation announced on the X platform that it will launch an LP-based Airdrop mechanism. Talus will airdrop liquidity positions that can generate yield in the form of yUS Token. yUS is a Fungible Token that encapsulates automated liquidity provision strategies for the US-USDC trading pool on the Momentum DEX through the NODO AI vault. The Talus Token Generation Event (TGE) community airdrop participants include Tally NFT holders (snapshot EDT time November 17 at 10:00), participants from the community center (top 500 ranked in seasons 1, 2, and 3, and holding the Talizen Discord role), participants of the Korea Blockchain Week (KBW) event, Talus.

Gate News Bot news, on November 25, according to CoinMarketCap data, as of the time of publication, ARC (AI Rig Complex) is currently priced at 0.03 USD, rising by 34.15% within 24 hours, with a peak of 0.04 USD and a low of 0.02 USD. The current market capitalization is approximately 33.36 million USD, an increase of 8.55 million USD compared to yesterday. ARC is a cryptocurrency project focused on the field of artificial intelligence. The project has launched a new feature called Ryzome and has several core modules such as Registry, Forge, and Handshake. ARC also includes an experimental Emblem feature and an upcoming Ragtag feature. The project emphasizes its architecture, token economics, and community building while maintaining interaction with users through channels such as blogs.

Google's parent company Alphabet is in talks with companies like Meta to open up the rights to use its self-developed Tensor AI chips, expanding competition with Nvidia. Meta is considering purchasing Google's TPU chips and renting Computing Power, which could pressure Nvidia and AMD.

According to Jincai Financial, UBS's trading department believes that the decline in the U.S. stock market may have come to an end, laying the foundation for a year-end rebound. Last week, the stock market experienced a big dump as investors wavered in their expectations for the Fed to further ease policies and withdrew from crowded AI trades. The S&P 500 index and the Nasdaq 100 index fell about 4% and 7%, respectively, from the record highs set in late October, with both dropping to the 100-day moving average. However, as the benchmark index found support at this key technical level, systematic fund dumping has basically calmed down, and market expectations for a rate cut by the Fed next month seem to be back on track. UBS believes there is still room for the stock market to rise. Michael Romano, head of equity derivation at UBS Securities' hedge fund sales, wrote in a report released on Sunday, "We believe the current risk-averse phase has come to an end."

The White House in the United States has launched the "Genesis Mission" plan, aimed at accelerating scientific research progress through artificial intelligence. This initiative will integrate federal research resources to promote breakthroughs in areas such as medicine and energy, while also opening datasets to foster innovation and collaboration.

BlockBeats news, on November 25, Amazon will invest up to $50 billion to expand artificial intelligence and supercomputing infrastructure for U.S. government agencies. (Bloomberg)

BlockBeats news, on November 24, according to on-chain AI analysis tool CoinBob (@CoinbobAIbot), it was monitored that a Whale (0x93c), who was previously the largest long position on BTC on Hyperliquid, has been buying the dip on BTC and ETH since the 12th, with total holdings reaching up to 85 million USD. However, on the 18th, they faced liquidation, recording a loss of approximately 7.35 million USD. Subsequently, they opened a new long order on ETH with the remaining 1.3 million USD in their account, making a small profit of 910,000 USD before closing the position and withdrawing. Additionally, according to Coinbob's popular address monitoring, a BTC Whale (0x7b7) that was accurately hit with a loss of 97 million USD has dropped to zero. This address transferred 7 million USD to Hyperliquid on November 6.

ChainCatcher news, recently, in the face of the rapid rotation of tracks such as AI, RWA, DePIN, Meme, and L2, how can ordinary users escape the dilemma of "chasing the price and stepping on mines"? On November 25th at 8 PM, the new episode of SunFlash will focus on robust strategies in narrative replacement, hosted by @AgentSunGenX and @if1ynne, along with seven industry guests, discussing how to establish a "narrative immune system" for ordinary users, from Position allocation, entering a position timing, mindset construction to executable participation logic, helping you to position steadily in market fluctuations. Users follow the official account @sunpumpmeme and @AgentSunGenX, retweet the post and @ three friends, the official will draw 5 lucky users from the participants, each will receive 10.

Odaily News According to official news, SunAgent has officially launched as an AI-based intelligent trading tool on the TRON chain, providing users with one-stop on-chain operation services through natural dialogue. It covers multiple functions including token creation, asset management, trade execution, and data inquiry, helping users efficiently and conveniently participate in the construction and asset operation of the TRON ecosystem.

KOL Robert Doyle in the Crypto Assets field claims that as the threat of artificial intelligence intensifies, governments and institutions will have no choice but to adopt XRP and other digital assets, pointing out that this transition is inevitable. Robert Doyle outlined a grand vision for the global adoption of blockchain and warned that traditional systems can no longer protect critical data. Doyle believes that all large institutions will be forced to migrate to blockchain networks, not out of preference, but for survival, as AI-driven attacks are evolving at an exponential rate.

Gate News Bot news, on November 24, according to CoinMarketCap data, SAPIEN is currently priced at $0.14, with a rise of 14.56% in the last 24 hours, reaching a high of $0.18 and a low of $0.12. The current market capitalization is approximately $35.4 million, an increase of about $4.49 million compared to yesterday. SAPIEN is currently ranked 547th in the crypto assets market capitalization. Recent important news about SAPIEN: 1️⃣ **Successfully completed token generation event** SAPIEN announced a Token Generation Event (TGE) on the Base network on August 13, 2025. This marks a new development stage for the SAPIEN project, providing the necessary tokenomics support for its decentralized AI data infrastructure. The success of the TGE is crucial.

According to BlockBeats news on November 24, on-chain analyst Ai Yi (@ai9684xtpa) monitored that the Whale has been holding a position to "go long on a basket of altcoins" for a week, and its unrealized losses have expanded to 4.06 million dollars. Among the 22 Tokens it has gone long on, only one, LINEA, is in an unrealized gains state, while the rest are underwater. The heaviest position, HYPE (4.64 million dollars), has unrealized losses of 1.303 million dollars.

BlockBeats news, on November 24, well-known investor Duan Yongping stated during his interaction with netizens this weekend that he does not think Nvidia is a bubble and will continue to sell put options (indicating his belief that Nvidia will not experience a big dump in the long term and is willing to continuously collect option premiums). Earlier this month, when Duan Yongping discussed why he invested in Nvidia, he mentioned that AI is something that must be involved at least a bit, so as not to miss out, and he greatly admires Jen-Hsun Huang, who has been working towards the product direction he promised more than a decade ago.

According to ChainCatcher news and official X news, Sahara has announced a partnership with the emotional intelligence AI project Neura to jointly promote the development of AI models with emotional perception capabilities. It is reported that Neura focuses on mental health, emotion recognition, and personalized interactive experiences, aiming to build the next generation of AI systems with long-term emotional memory and cultural adaptability. Sahara will provide data management and collaboration infrastructure support for Neura, helping emotional intelligence to be implemented in real-world scenarios.

The AI smart agent Port3 will launch a token migration plan, with all tokens migrating at a ratio of 1:1. A snapshot has been taken after the attack. The team will distribute tokens to affected users in multiple batches, with a total of 16,275,000 PORT3 being destroyed to maintain the total supply.

CITIC Securities research report pointed out that New York Fed President Williams hinted at the possibility of a rate cut in December, with market expectations for a rate cut probability rising to 70%. The Fed has entered a blackout period, and Powell lacks public statements, with a rate cut expected to be 25bps. The market will focus on issues such as AI companies issuing bonds and the trends in Crypto Assets.

CITIC Securities pointed out that the decline of the US stock market on November 20 was mainly driven by macro factors rather than a collapse of the AI bubble. Profit-taking and the Fed's hawkish statements triggered a pullback, and the market may focus on Trump's nomination of a new Fed chairman in the future. At the same time, the fundamentals of the AI zone are solid, and the possibility of a bubble burst in the short term is low.

Odaily News According to on-chain analyst Ai Yi's monitoring, the address (0x7fe...17ac6) has built a position worth 6.585 million USD in HYPE in the past 24 hours, currently facing unrealized losses of about 40,000 USD, with a cost of about 31.57 USD. Additionally, there are limit buy orders worth 3.75 million USD in the range of 28.04 USD to 31.475 USD that have not yet been executed.

PANews November 23 news, according to Caixin.com, Richard Sandor, the father of carbon trading and founder of the Chicago Climate Exchange (CCX), believes that in the next five to ten years, all assets will be tokenized, and this trend is accelerating. Tokenization refers to the transformation of real-world assets into tradable digital asset warrants (Token) based on blockchain technology. Carbon will become another asset with a digital life, and in the future, AI, tokenization, and carbon trading will merge together to create a better world.

Odaily News According to official news, the HALLU project will officially launch its IDO on the decentralized platform tonight. The project features an "AI × Meme" narrative and aims to provide a set of infrastructure that integrates AI generation, community co-creation, and on-chain incentives for native Meme creators, to enhance content dissemination efficiency and strengthen community engagement.

CITIC Securities research report points out that the volatility of global risk assets stems from liquidity issues and dependence on AI narratives. Changes in Fed interest rate cut expectations have triggered asset valuation corrections, and market anxiety over the sustainability of AI infrastructure has intensified. Under the influx of stable funds, the A-share market may experience a "sharp fall and slow rise," providing opportunities for investors to position themselves.

Recently, US tech giants issued nearly $90 billion in bonds, raising concerns in the market about the ability to absorb the rise in AI spending and debt supply, leading to a significant pullback in US stocks. The Nasdaq and tech stocks experienced falls, with individual stocks like Advanced Micro Devices and Micron Technology performing particularly weak.

PANews reported on November 23 that the decentralized AI data network Port3 Network announced on the X platform that a hacker exploited a vulnerability in BridgeIn to mint additional tokens. The team has removed liquidity and is preparing to communicate with the hacker. Port3 Network reminds users not to trade tokens until the issue is resolved. Market data shows that the PORT3 token has fallen by 77.4% in the last 24 hours.

Odaily News Decentralization on-chain AI agency platform Talus Labs officially announced on platform X that the Airdrop check website will be launched on November 24th. For more information, please follow the official account of Talus Foundation.

Odaily News Arthur Hayes posted on the X platform, stating that the insufficient liquidity of BTC has led to a significant fall. Do not rush to sell; the bottom is approaching. Wait for the U.S. stock market to also experience a big dump, as it is expected to further print money, and this requires a dump in AI technology stocks.

The Fed Vice Chairman Jefferson believes that the development of artificial intelligence is significantly different from the internet bubble of the late 1990s, and that the current valuations of AI companies are lower than the peak values of internet companies at that time. He pointed out that it is still too early to judge the impact of AI on monetary policy, and that the financial system remains robust.

BlockBeats news, on November 21, Fed Vice Chairman Jefferson: Unlike the internet bubble period, the rise in AI-related stocks is mainly due to the fact that AI companies actually have real earnings. The current market's differences from the internet bubble period make it unlikely that we will witness a repeat of the late 1990s. It is still too early to determine how AI will affect the labor market, inflation, and monetary policy. (Jin10)