AguilaTrades closes $1.3M $BTC short profit, opens 40x short on 500 $BTC at $34.65M

According to an official announcement, Binance will release adjustments to the USDT-denominated ANTHROPICUSDT Pre-IPO perpetual contract ahead of Anthropic’s official listing. Specific adjustment timelines and details will be announced separately. Until the new announcement is released, the contract will remain priced based on an estimated 1 billion shares. Per the S-1/A-2 filing submitted by Anthropic, the share count is expected to be adjusted to 13,116,075,288 shares. The ANTHROPICUSDT Pre-IPO perpetual contract’s underlying asset is the price of one common share of Anthropic, PBC (hereafter referred to as Anthropic). The share count is calculated based on the number of issued and outstanding common shares. Outstanding unexercised options, unsettled restricted stock units (RSUs), convertible securities not yet converted into common shares, shares issuable under the underwriter’s over-allotment option, and shares reserved for future ungranted issuance under equity incentive plans are not classified as common shares and thus excluded from the calculation.

Serenity stated in a post that Jensen Huang is irreplaceable for Nvidia. He noted that Nvidia’s existing product roadmap, business commitments, and revenue foundation remain intact, and as long as AI demand persists, the new management can still drive growth in its core business. However, he questioned whether a successor could match Huang’s ability to mobilize hundreds of billions of dollars in capital for next-generation technologies, secure supply chain commitments, and sustain an approximate 70% year-over-year growth rate amid capacity constraints. Serenity projected that the expansion of Nvidia’s ecosystem may slow down. For new projects beyond its current architecture, a successor may not be willing to make the same level of commitments to emerging cloud service providers and supply chain partners in Taiwan, South Korea, and Japan. He also forecast that the new CEO may be more inclined to align with Washington’s restrictions on China’s access to GPUs and reduce support for open-weight models, a move that would benefit firms like OpenAI and Anthropic. He is also more cautious about Nvidia’s ability to maintain its competitive advantage over AMD, Broadcom, and major cloud service providers. Serenity emphasized that he remains bullish on the AI industry, adding that sectors such as optical communications and memory chips are still expected to outperform the broader market. What he has downgraded is his confidence in Nvidia’s next phase of growth beyond its current product roadmap, not his outlook on the entire AI sector.

According to Onchain Lens monitoring, a whale has just withdrawn another 742.5 BTC from Binance, worth approximately $51.48 million. Over the past 19 hours, the whale has received a total of 1042.5 BTC from Binance, valued at around $72.89 million. Currently, the wallet holds approximately 1,410 BTC, worth about $97.81 million.

Well-known trader Doctor Profit stated in a post that he believes Bitcoin has bottomed near $68,000 and is aggressively buying at this level. Bitcoin is currently in the "golden pocket" range of Fibonacci retracement and has hit the 200-week moving average. According to him, over the past decade, the combination of the 200-week moving average and Bitcoin's four-year cycle has been a key signal for identifying bear market bottoms in each cycle. He also noted that in June, some traders were bearish on Bitcoin when it traded around $60,000, but the price subsequently rose to $87,000. Doctor Profit expects Bitcoin will not hit a new low in the current cycle.

According to the Financial Times, driven by higher-than-expected U.S. inflation and hawkish remarks from Federal Reserve officials, U.S. Treasuries are set for their largest weekly sell-off in over 18 months. The 10-year U.S. Treasury yield rose to 5.12% on Friday, up 26 basis points from the end of last week, marking the biggest weekly gain since former President Trump announced "Liberation Day" tariffs in April 2025. The 2-year U.S. Treasury yield, more sensitive to interest rate expectations, climbed 32 basis points this week to 4.85%, its largest weekly increase since the end of 2024. U.S. October CPI rose 0.4% month-on-month, exceeding market expectations. Fund managers and traders noted that many investors who had repurchased Treasuries after selling off in September—betting the global bond market sell-off had ended—were forced to exit after the inflation data release, amplifying the rise in yields. Matt Scott, global head of trading at AllianceBernstein, said active management firms’ Treasury buy positions built over the previous two weeks have been largely unwound in the last two to three days. As of Friday, markets have fully priced in a 25 basis point Fed rate hike in December, with a small probability of a 50 basis point hike. Fed Governor Christopher Waller previously stated that if inflation remains high, a 25 basis point hike alone could undermine the Fed’s credibility. Cleveland Fed President Loretta Mester also said on Thursday that interest rates need to be raised to curb inflation. Markets have now largely priced in a second consecutive rate hike in January next year, with a 10% probability of that hike just a week ago; a third cumulative rate hike by June next year has also been fully priced in.

According to a Binance announcement, Binance Alpha has opened the second airdrop for RaveDAO (RAVE). Users holding at least 256 Binance Alpha points can claim 270 RAVE tokens on a first-come, first-served basis. If the reward pool is not fully distributed, the claim threshold will automatically drop by 5 points every 5 minutes. Each claim consumes 15 Binance Alpha points. Users must confirm their claim on the Alpha event page within 24 hours; failure to do so will result in forfeiture of the reward.