Position-rolling trader AguilaTrades adds another 1,000 BTC to his long position.

Serenity released a report noting that Jensen Huang’s management experience at Nvidia highlights a critical supply chain strategy: If a company can lock in supplies of key materials in advance at low cost, it can avoid competitors suffering tens of billions of dollars in losses from supply shortages, making advance capacity locking extremely strategically valuable. For context, SOI’s photonics business revenue is projected to hit roughly $400 million in fiscal 2028. This supply chain dynamic will push procurement demand for key bottleneck segments further upstream in 2027, a trend that will hold regardless of whether Huang remains at the helm. On specific investment fronts, Morgan Stanley’s focus areas—copper clad laminates (CCL), ABF substrates, printed circuit boards (PCB), and optical module components—are worth watching. However, the bank is more bullish on sub-components with lower cost shares and tighter supply constraints, as well as key links that can lock in capacity in advance at lower cost. Currently, deleveraging pressures and broad market pessimism are indiscriminately weighing on related industrial chain assets, making it hard for individual stocks to fully reflect their fundamentals for now. Serenity added that it needs to be more selective when picking 2027 investment targets, reflecting on its 2026 investment performance. Still, as new architectures like near-packet optics (NPO) and co-packaged optics (CPO) gradually roll out across the industry ecosystem, a host of outsize investment opportunities are expected to emerge in key supply chain bottleneck segments.

AguilaTrades(@AguilaTrades) just added another 1,000 $BTC to his long! He now holds a 40x long on 2,000 $BTC ($131.13M), with $3.87M in unrealized profit. Liquidation price: $62,140.49

Well-known trader "Aoying" stated in a post that today's crypto market plunge has no substantial negative catalysts, noting that Bitcoin's $62,000 price is the result of institutional investors incurring significant losses, advising market participants to hold onto this level.

Bitcoin mining difficulty fell 9.13% on Saturday, marking the largest decline since June this year. Following a slowdown in block time to around 11 minutes, the adjustment is expected to boost the expected revenue of active miners. Per on-chain data, the difficulty adjustment took place at block height 975744 at 00:02 AM Eastern Time on November 14, with Bitcoin’s mining difficulty sliding from 148.36 T to 134.82 T.

OneKey founder Yishi stated in a social media post that financial markets never trade yesterday’s sentiment, but rather expectations of future consensus and liquidity. The recent BTC price trend has disappointed many investors, with the entire crypto market generally gripped by fatigue, and some investors suffering severe financial losses and portfolio drawdowns. However, now is precisely not the time to succumb to despair. Market washouts and liquidity crunches are part of cyclical evolution; similar phases were experienced in 2015, 2018, 2022, and 2026. Even if BTC falls from $1 million to $500,000 in the future, the market may repeat this process. Core assets with genuine long-term value often solidify their positions when market attention is at its lowest and sentiment is most pessimistic. Investors should avoid using leverage and high-risk debt to bet on cycle bottoms, stay away from altcoins and get-rich-quick illusions, stick to holding core spot assets, and maintain sufficient cash flow to support normal living expenses. BTC often completes market washouts through extreme despair; only when market sentiment is completely frozen can the next rally possibly begin. In harsh market environments, survival is always the top priority, and time will ultimately select investors who can truly endure full market cycles.

According to on-chain analyst Ai Yi (handle @ai_9684xtpa), Binance contract live smart money account "Luke Alpha" is sitting on an unrealized loss of $6.196 million on long positions in Bitcoin and Ethereum, ranking first across the 24-hour, 7-day, and 30-day loss lists. It currently holds 13,000 ETH long positions with an entry price of $2,218.85, translating to an unrealized loss of $5.031 million; and 100 BTC long positions with an entry price of $77,329.81, for an unrealized loss of $1.165 million. As of November 4, the account was still holding a profit of $5.468 million, which has now been fully wiped out, with total asset fluctuations exceeding $11.66 million in just 12 days.