November 30th, according to on-chain analyst Ai Auntie (@ai_9684xtpa), the "1011 Insider Whale" has closed their ETH short position and made a profit of $55,000, with a final liquidation price of $2,989.85.Yesterday afternoon, the "1011 Insider Whale" opened a new 5x ETH short position with a position size of $15 million ($5,000 ETH), entry price of $3,001.81, and liquidation price of $5,056.

November 30th, BitMEX co-founder Arthur Hayes stated in an interview that Monad (MON) is "yet another high FDV (Fully Diluted Valuation), low circulating supply VC coin." This token structure itself exposes retail investors to significant risk, potentially leading to a 99% crash. Typically, there will be an early pump, followed by a brutal sell-off after insiders' token unlocks. It will become another "bear chain."Arthur Hayes believes that most new Layer-1 networks will eventually fail, with only a few surviving in the long term. He listed protocols he believes will survive the next cycle: Bitcoin, Ethereum, Solana, and Zcash.

on November 30, Dunamu & Partners, an investment subsidiary of Dunamu, the parent company of South Korea's largest cryptocurrency exchange Upbit, announced its digital asset holdings as of November 2025. The institution, whose invested digital assets have been traded on Upbit, will undergo a lock-up period of at least three months from the beginning of trading and will publicly disclose its holdings at the end of each month to maintain transparency. This month's disclosure shows that Dunamu & Partners currently holds 2081.84950412 BTC.

November 30th. According to Cointelegraph, U.S. SEC Commissioner Hester Peirce said in an interview that the "self-custody" of crypto assets and financial privacy are fundamental rights. She emphasized, "Why should I be forced to custody my assets through someone else? People should have the right to self-custody their assets. Forcing asset custody to a third party is bewildering; online financial privacy should be the default state, not default public."These remarks come as the "CLARITY Act" (Crypto Market Structure Act) faces a delay in its review until 2026. The act was originally intended to include provisions on crypto asset "self-custody rights," anti-money laundering rules, asset classification, and other regulations.

November 30, according to LookIntoChain monitoring, a newly created address associated with Bitmine received 16,693 ETH from FalconX this morning, worth $50.1 million.

November 30th, according to LookIntoChain monitoring, a dormant Ethereum ICO address that has been inactive for over 10 years, "0x2dCA," was activated this morning. It transferred 5 ETH to a new address for testing and then moved the remaining 39,995 ETH, worth approximately $1.194 billion.This address originally purchased 40,000 ETH for about $12,400 during the ICO phase, resulting in a cumulative return of approximately 9,639x based on the current price.

November 30th, BitMEX co-founder Arthur Hayes posted a message stating that the Tether team is in the early stages of conducting a large-scale carry trade. My interpretation of the Tether reserve audit report is that they believe the Fed will cut interest rates, which will severely impact their interest income. In response, Tether is buying gold and BTC; in theory, when the currency price (interest rate) falls, these assets should skyrocket. The "gold + BTC position" dropping by about 30% would wipe out their equity capital, and then USDT would theoretically be insolvent. I believe some large holders and trading platforms will request real-time access to Tether's balance sheet to assess counterparty risk.Get your popcorn ready; mainstream media is expected to hype this up, especially those editors suffering from "Trump Derangement Syndrome" (TDS), who want to seize the opportunity to attack Lutnick and Cantor, the main supporters of this stablecoin. Mentioned are "Commerce Secretary Howard Lutnick and his financial services company Cantor Fitzgerald, the main backers and partners of Tether".

November 30th, Sahara AI officials stated that they have noticed unusual price fluctuations of the SAHARA token and have initiated an internal investigation. Currently, there are no security risks or product-related issues on the Sahara platform, and further updates will be provided in due course.According to HTX market data, yesterday evening SAHARA experienced a sharp 50% drop to $0.03468, with its market cap halved to $106 million, and has since slightly rebounded to $0.044.

November 30th. This week, due to the Thanksgiving holiday in the United States, market trading volume has been consistently low, which is a typical feature of Thanksgiving trading. However, due to a data center outage at the CME Group on Friday, the spot prices of gold and silver experienced significant volatility. After the futures prices recovered, they continued to rise, with the price of gold surging nearly $150 this week, returning to above $4200. On the data front, U.S. September PPI and retail sales data performed poorly, and the weekly private sector employment data released by ADP was also quite weak.On Tuesday at 9:00 AM, Federal Reserve Chair Powell gave a speech at a commemorative event;On Tuesday at 11:00 PM, Federal Reserve Board Governor Bowman made a statement to the House Committee.On Wednesday at 9:15 PM, U.S. November ADP Employment Numbers;On Wednesday at 9:30 PM, U.S. September Import Price Index MoM;On Wednesday at 10:15 PM, U.S. September Industrial Production MoM;On Wednesday at 10:45 PM, U.S. November final S&P Global Services PMI;On Wednesday at 11:00 PM, U.S. November ISM Non-Manufacturing PMI;On Thursday at 9:30 PM, U.S. Initial Jobless Claims for the week ending November 29th;On Friday at 11:00 PM, U.S. December 1-year Inflation Rate Expectation preliminary value, December University of Michigan Consumer Confidence Index preliminary value, September Core PCE Price Index YoY, September Personal Spending MoM, September Core PCE Price Index MoM.If service sector activity in November shows healthy growth again, it will support the hawks within the Federal Reserve internally, and if it suddenly falls to 50.0 or lower, it will support immediate rate cut justifications. Equally important is the ADP employment report next Wednesday. The official November non-farm payroll report will not be released until December 16th, and with the October report canceled, the ADP private employment survey will provide a crucial update on the labor market.

November 29, according to Coinglass data, the entire network liquidated $159 million in the past 24 hours, with long liquidations totaling $121 million and short liquidations totaling $38.1523 million.In the past 24 hours, a total of 84,258 people were liquidated globally, with the largest single liquidation occurring on OKX - BTC-USDT-SWAP amounting to $2.3577 million.