Rook

📉 Stablecoin supply shrank by $14.2 billion in 30 days, the largest drop since the 2022 bear market, Glassnode says USDT and USDC accounted for nearly $11 billion of that. Total supply is now under $280 billion, leaving less cash on the sidelines to buy the dip.

✨ @ethereumfndn is the official sponsor of today's dump They've been selling for 4 days and went full speed today. Guess they want to get out before ETH fans do 🌡 2,500 $ETH just got dumped into an empty weekend order book

⚡️ Anthropic will start trading Thursday, Nov. 19, under ticker ANT The Claude maker plans to price 825 million shares at $70-$78 on Wednesday. At the top of that range, the IPO would raise about $64 billion and value the company at up to roughly $1.4 trillion.

🚨 BREAKING: The FAA lifted the longest U.S. nationwide ground stop since 9/11 Departures were halted for more than 4 hours Friday after routers on the aging air traffic system overloaded. Nearly 10,000 flights were canceled, per Flightradar24. Airline stocks slipped after hours. Homeland Security says there's zero evidence of a cyberattack so far.

Who will be the next one?

Yesterday I met a beautiful Chinese girl. It was right outside my office! She herself came up to me and offered to go for spontaneous drinks. She was so interested in what I do and how LLMs work. She asked a lot of technical questions. She's so smart. I think I've fallen in love.

🟠Exactly 5 years ago, the leading cryptocurrency hit the $69,000 mark for the first time That was the all-time high of the previous bull cycle. The five-year return for holders was a net gain of just 5% 🇺🇸U.S. inflation rose by 21.5%, and the dollar’s purchasing power fell by 17.5% 😁 $69,000 in November 2021 is equivalent to $56,925 today in terms of purchasing power, representing a net loss of 12.5%

✔️CME FedWatch: Following the inflation report, the probability of a 0.5% rate hike by the Federal Reserve in December has begun to rise. ✔️WSJ: The Federal Reserve will weigh a 0.5% hike against a 0.25% hike in December. ✔️Goldman: The Federal Reserve may continue raising interest rates into 2027. ❗️A hawkish policy stance is already priced in.

🇺🇸 US inflation slows less than expected 🚨 Consumer prices (CPI) rose by 0.4% in October. The market had anticipated an increase of 0.3%, following a 0.6% rise in September. ⏺ Core inflation excluding food and energy came in at +0.3%, against a forecast of +0.2%. This pace has persisted for the third consecutive month. 🏠 Housing costs accounted for more than 30% of the October increase in the CPI. Meanwhile, the rise in energy prices slowed sharply from +5.2% in September to +0.7% in October. ❗️ Why are there no year-over-year figures? Due to a government shutdown in October 2025, the U.S. Bureau of Labor Statistics was unable to collect price data. Consequently, this report lacks the necessary basis to calculate either headline or core annual inflation. 🔽 Assessment: Negative

October CPI prints today at 8:30 AM ET (13:30 UTC). Dow Jones / Reuters: Headline 0.3% MoM (Sep: 0.6%) Core 0.2% MoM (Sep: 0.3%) The twist: BLS will not publish official YoY. Last year's shutdown left October 2025 with no data, so there's no comparison base. Last official YoY (September): 3.7% headline, 2.6% core.

🐋 Large wallets are opening long positions in $BTC right before the CPI release (4:30 p.m. UTC+3) We'll soon find out if they're right

This week boils down to two questions: 1. How fast are US prices still rising? 2. Does AI demand actually justify the billions going into data centers? All times ET (UTC-5) Tue: CPI 8:30am, then $CRWV after the close Wed: quiet Thu: $NBIS before the open, $AMAT after the close Fri: PPI 8:30am

🇺🇸A class-action lawsuit has been filed against Nvidia and its CEO, Jensen Huang, by shareholders over his relationship with a woman suspected of spying for China. The plaintiffs accuse the company and Huang of concealing potential national security risks from investors and are seeking damages, the amount of which has not yet been determined.

1. Other big CEXs follow 2. More withdrawals out of MEXC 3. Alts that trade mostly on MEXC lose liquidity fast 4. Arb between MEXC and other venues breaks, so prices can drift apart 5. Users routing funds via MEXC risk frozen account elsewhere Are you guys pulling funds from MEXC?

🚨 Binance just cut off MEXC After FinCEN flagged MEXC as a "primary money laundering concern" (alleged ~$16B tied to Iran, North Korea, Russia), Binance now: * declines all withdrawals to MEXC * freezes incoming MEXC deposits for compliance review * may restrict or offboard accounts involved what i expect next👇👇👇

Hmmm, what if...

🐸 Over the past 12 months, foreign investors have poured nearly $1.5 trillion into U.S. stocks the largest amount in history

😁 Pictured: the CEOs of Coinbase, NVIDIA, Ethereum, Meta, Oracle, and NEAR

👀Rough week for Bitcoin ETFs Investors pulled a net $1.28B from US spot funds. BlackRock's IBIT made up $1.21B of that Wednesday's $74.6M inflow barely helped. Another $842M went out over the next two days

🇵🇸 Three activists reportedly raised a Palestinian flag outside the Bundestag in Berlin, taking down the German flag in the process. Genuine question: am I the only one who thinks accepting everyone without proper vetting is a terrible idea?