JackYi: The Democratic Party's rise to power and the Huang Jensen-related events disrupted the short-term AI ecosystem.

Greeks.Live data shows that both BTC and ETH are currently in negative gamma territory. To maintain directional neutrality, market makers need to sell when prices fall and buy when prices rise; this hedging action both follows and exacerbates market trends. Adam, a macro researcher at Greeks.Live, stated that both BTC and ETH have entered deep negative gamma territory. BTC exhibits negative gamma in the $58,000 to $72,000 range, and currently lacks a positive gamma buffer below the price. This hedging behavior could cause a minor decline to escalate into a large-scale liquidation of perpetual contracts. (Source: CoinDesk)

On November 14, Jack Yi, founder of LD Capital, said that the Democratic Party's rise to power, coupled with the Huang Jen-hsun-related events, has disrupted the short-term AI ecosystem, and its impact on the US stock market in the next 1 to 2 years will exceed the framework of Bitcoin on-chain transaction data analysis. JackYi, citing Justin Sun's views, stated that the US AI sector carries leverage risk. In recent years, AI companies, represented by Nvidia, have leveraged heavily based on high growth rates, with their scale far exceeding actual revenue growth. If key figures like Nvidia and Musk face risks, the entire AI industry chain will face deleveraging and bubble bursting, potentially leading to a significant correction in US stocks.

Multiple wallets linked to ShapeShift founder Erik Voorhees spent $97 million to buy 48,647 ETH over four days, at an average price of $1,994 per ETH. These wallets currently still hold $78.68 million worth of stablecoins.

Binance's PUMP/USDT perpetual futures trading volume surged 18-fold within 10 minutes, with a 24-hour trading volume of $109 million, representing a 6.41% decrease. A surge in trading volume generally indicates increased market activity or large-scale buying and selling operations, which may be caused by some important market changes or news announcements. According to AiCoin data, Binance Futures ranks No. 1 globally.

A petition demanding Nvidia's board reinstate Jensen Huang as CEO has garnered 83,409 signatures, including 4,656 current employees, 806 former employees, and 44,547 shareholders. Prominent figures such as Elon Musk, Tom Lee, and Replit CEO Amjad Masad have publicly signed the petition. On November 12, 2026, Nvidia announced that Jensen Huang had resigned as CEO. The organizers of the event demanded that Nvidia's board of directors reinstate Jensen Huang as CEO during the independent investigation, or provide a substantiated explanation for his departure, and ensure that the investigation process is independent and transparent. The website stated that the event was not endorsed by Nvidia or Jensen Huang himself.