Odaily reports that according to Onchain Lens monitoring, Chainlink Reserve added 106,300 LINK today, bringing its cumulative purchases to 6.68 million LINK, valued at approximately $75.06 million. Over the past 30 days, Chainlink Reserve purchased 471,200 LINK, valued at approximately $5.36 million.

Odaily reports: Tom Lee posted on X regarding Jensen Huang's departure, stating that the departure of a founder and CEO is a major test for any company, but Nvidia is still expected to maintain its industry-leading position, citing its technological advantages in chip design, supply chain control, and the CUDA ecosystem, as well as its deep bench of engineering talent.Tom Lee also noted that Nvidia has a strong employee ownership culture, with approximately 80% of employees holding million-dollar-level wealth, of which 50% hold company stock worth more than $25 million, giving employees a strong incentive to safeguard the company's market-leading position. In addition, Nvidia generates substantial free cash flow, which can support its share price through stock buybacks.He believes that Huang's departure could put pressure on the stock price in the short term, but at roughly 10x forward P/E, Nvidia is currently one of the most attractive investment targets in AI on a risk-reward basis.

Odaily reports: According to Bitcoin News monitoring, Coinkite CEO Rodolfo Novak (NVK) stated that a new AI model discovered a Coldcard vulnerability that human reviewers had missed, and Bitcoin developers have raised objections. The vulnerability exists in firmware version 4.0.1 and later, and can bypass the hardware random number generator; between July 30 and August 4, over 5,200 addresses lost approximately 1,816 BTC as a result, worth about $116 million. NVK said there had been at least 15 prior reviews. James O'Beirne stated that he had privately pointed out problems with the Coldcard random number generation in May 2025. A firmware update can fix the issue for new devices, but cannot fix old mnemonic phrases; affected users need to generate new mnemonic phrases.

Odaily reports: In its latest semiconductor industry research report released on November 12, Bank of America noted that as AI applications accelerate their evolution from traditional large-model training and inference toward agentic AI, the importance of central processing units (CPUs) in data centers is significantly increasing. The bank raised its forecast for the global server CPU total addressable market in 2030 from approximately $210 billion to over $240 billion, and believes that AMD (AMD.US), with its leading product portfolio and supply capabilities, is expected to become the main beneficiary of this growth trend.Bank of America analyst Vivek Arya and his team expect the global server CPU market to grow from approximately $35 billion in 2025 to $64.1 billion in 2026, and reach $240.2 billion by 2030—nearly a 6x increase from 2025—with a compound annual growth rate of 39.2% from 2026 to 2030, up from the previous forecast of approximately 36%.According to MSX.COM data, AMD's stock price is currently at $565.80, up 2.33%.

Odaily: According to CNBC, OpenAI has raised $15 billion, bringing the company's valuation to $1.25 trillion. (Jinshi)

Odaily reports: According to MSX.COM data, U.S. stocks opened with the Dow up 0.22%, the S&P 500 down 0.79%, and the Nasdaq down 1.53%. AI concept stocks broadly declined, with CoreWeave down 16.82%, Nvidia down 13.66%, Super Micro Computer down 9.86%, Dell down 7.87%, and Marvell down 6.85%.It is reported that MSX is a leading RWA trading platform that has cumulatively listed hundreds of RWA tokens, covering popular U.S. stock and ETF tokenized assets such as Nvidia, GOOGL, MSFT, AMZN, META, TSM, and AMD.

According to MSX.COM data, multiple US stocks fell over the past 24 hours: NBIS dropped 20.5% and declined 8.2% in the past hour, now trading at 120.35 USDT; SHAZ fell 15.1%, now at 22.53 USDT.

Odaily Report: According to monitoring by on-chain analyst Ai Yi, two addresses belonging to the same whale have taken short positions in ANT and ANTH with 4x and 6x leverage respectively. The cumulative short position value currently stands at $72.33 million, with unrealized profit of $696,000. ANT tracks Anthropic's stock price, while ANTH tracks its overall valuation.

Odaily reports that according to on-chain analyst Ai Yi, an address deposited 18.91 million ENA to Binance two hours ago, worth $2.7 million, in what appears to be a sell-off. The address received these tokens from the Ethena Proxy contract between February and November 2026, when ENA was priced at $0.1772; it has now fallen to $0.1432, a decline of over 19%. Additionally, the address appears to transfer ENA to exchanges at regular intervals, possibly related to unlocks by the team, institutions, and related parties.

Odaily reports: Tether has built approximately $4.8 billion in exposure through 13 U.S.-listed companies, spanning sectors including streaming, gold mining royalties, satellites, Bitcoin reserves, and AI compute infrastructure. In addition to Twenty One Capital, Rumble, and Adecoagro, other holdings include approximately $342 million in Elemental Royalty, about $249 million in Bitdeer, roughly $148 million in Gold.com, approximately $128 million in Versamet Royalties, about $115 million in Metalla Royalty, roughly $106 million in Gold Royalty, approximately $39.65 million in Satellogic, about $4.9 million in Stablecoin Development Corp, roughly $4.4 million in Aurelion, and approximately $3.1 million in Antalpha Platform.