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Bitcoin
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Affairs
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No. 168 · 11 Nov 2026
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MARKET SNAPSHOT
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BTC / USD
$73,741
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24H CHANGE
-0.7%
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ALL-TIME HIGH
$124,749
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FROM ATH
-40.9%
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Stack Influence matches your Amazon or DTC product with everyday creators who buy it, use it and post about it. They keep the product. You keep the photos and videos to run as ads.
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U.S. October CPI stays firm as shelter, food and core pressures persist
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The BLS said headline CPI rose 0.4% in October after 0.6% in September, while core CPI rose 0.3% for a third straight month. Shelter accounted for over 30% of the monthly increase, with food and energy also rising, reinforcing the case that U.S. rates may stay higher for longer into the December Fed meeting.
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| Fed Rates Macro |
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Bitcoin tests key support after hot CPI as traders buy downside protection
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Bitcoin slipped below $74,000 after the hotter U.S. CPI print, and analysts are watching the $73,000 to $73,200 area as the line between a normal correction and a deeper break lower. Options flow has turned defensive, with traders paying up for puts and leaning toward protection rather than upside leverage.
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| Rates Macro |
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Bitdeer posts record revenue while wider losses underscore mining-to-AI transition
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Bitdeer reported record third-quarter revenue of $320.7 million, up 89% year over year, while adjusted EBITDA rose to $69.6 million. Net loss widened to $125.5 million as energy, depreciation and financing costs climbed, underscoring how miners are leaning on scale and AI cloud backlog to offset tighter bitcoin economics.
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HIVE’s mining profits weaken as GPU cloud growth becomes the counterweight
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HIVE reported $84.9 million in quarterly revenue and a $78.7 million net loss after taking a $31.2 million impairment on mining equipment. Its BUZZ HPC business grew revenue 70.7% year over year to $8.8 million, highlighting how miners continue shifting capital toward AI and GPU cloud demand.
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COMMENTARY
VOICE FROM THE NETWORK
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Creators who post for product, not cash
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🇺🇸 Miami-Dade now lets residents pay property taxes in #Bitcoin, both online and in person. https://t.co/uEFGnIns82
7 reposts 3 replies 42 likes
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JUST IN: 🇩🇪 Germany's largest bank Deutsche Bank officially rolls out crypto custody services.
605 reposts 290 replies 4.6K likes
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💥 BREAKING: Bitcoin shorts have officially reached the higest levels since the bear market bottom.
Back then, it triggered a MASSIVE $20K+ short squeeze. https://t.co/fHEeFryVeq
84 reposts 98 replies 945 likes
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The most BEARISH signal for Bitcoin may come tonight.
At 11PM CET, MSCI may officially DELETE Strategy, $MSTR.
The world’s biggest corporate Bitcoin holder could lose its spot on the world’s top stock lists.
TRILLIONS of dollars from BIG investment funds automatically follow these lists.
If a stock is on the list, these funds must BUY it.
If it gets kicked off, they must SELL it.
MSCI’s new rules kick out companies that fail 4 of 5 tests showing they run a real business.
Strategy reportedly fails all 5.
Even Strategy itself expects to be removed.
If it happens, these funds will have to sell ~13 million $MSTR shares by Nov 30.
At Monday’s close of $121.07, that’s ~$1.6B in forced selling.
That’s ~60% of what the stock normally trades in a full day.
JPMorgan says the selling could reach -$2.8B, plus another -$8.8B if other big stock lists follow.
The stock has already fallen from $145.16 to $121.07 in just two weeks, a drop of ~17%.
This matters for Bitcoin because Strategy buys BTC by selling its own stock to investors.
A lower $MSTR price means less money for every share it sells.
And it gets WORSE.
Investors have always paid extra for $MSTR, valuing it above the Bitcoin it holds.
That "extra" is what lets Strategy sell new shares and turn the cash into more BTC.
In mid-October, it was down to just ~8%.
Once $MSTR is worth the same as its Bitcoin, selling new shares to buy more BTC stops making sense.
And if Strategy still needs cash to pay its bills, the next thing it can sell is its Bitcoin.
That’s 850,364 BTC, worth billions, sitting on the table.
From “never sell” to “need to sell.”
What a ride.
99 reposts 92 replies 602 likes
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BREAKING: Strategy $MSTR could face $2.8 billion in forced selling if MSCI removes it from its global indexes tomorrow, per JPMorgan.
Any removal would take effect at the close of November 30.
Strategy itself said in its Q3 SEC filing that it expects to be excluded from MSCI's indexes this month.
84 reposts 43 replies 629 likes
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LATEST: ⚡️ Billionaire Ray Dalio urges investors to diversify with “gold and/or crypto” as “non-traditional money type of investments,” telling Money Rehab there’s a significant chance debt problems could “become real problems.” https://t.co/UIHBRDABwK
53 reposts 58 replies 391 likes
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