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HEAD OF GERMAN FOREIGN INTELLIGENCE:

*THERE IS A RISING RISK THIS WILL RAISE THE QUESTION OF INVOKING NATO ARTICLE 5

*RUSSIA HAS STARTED TO USE KINETIC MEASURES AGAINST THE WEST, INCLUDING ACTS OF SABOTAGE AGAINST INFRASTRUCTURE

*RUSSIA IS MASSIVELY DISRUPTING WESTERN SATELLITE NAVIGATION SYSTEMS

*THIS INCREASES THE RISK OF A MILITARY CONFRONTATION WITH RUSSIA

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*ISRAEL CABINET APPROVES CEASEFIRE DEAL WITH LEBANON: REUTERS

*BIDEN: ISRAEL AND LEBANON HAVE AGREED TO END CONFLICT

*All sides had agreed to a 60-day cease-fire — Talks on a longer-term cease-fire would likely be complicated.

*Netanyahu said Israel would now be able to focus on “the Iranian threat” and boost pressure on its war against Hamas in the Gaza Strip.

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Russia Preparing Response To Ukraine's ATACMS Use In Kursk: IFX

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Changpeng Zhao, CZ: I am not against memes, but meme coins are getting "a little" weird now.

Let's build real applications using blockchain.

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MICROSTRATEGY BOUGHT 55.5k BITCOINS FOR APPROX. $5.4 BILLION IN CASH AT AN AVG. PRICE OF $97,862 PER BITCOIN BETWEEN NOVEMBER 18 AND NOVEMBER 24, 2024

*AS OF NOVEMBER 24, 2024, MICROSTRATEGY HOLDS 386,700 BITCOINS, WHICH WERE ACQUIRED AT AN AGGREGATE PURCHASE PRICE OF APPROXIMATELY $21.9 BILLION AND AN AVERAGE PURCHASE PRICE OF APPROXIMATELY $56,761 PER BITCOIN

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IRAN IS PREPARING TO 'RESPOND' TO ISRAEL, SAYS ADVISER TO SUPREME LEADER: RTRS VIA TASNIM NEWS AGENCY

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TRUMP PICKS PRO-CRYPTO SCOTT BESSENT AS TREASURY SECRETARY

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DOLLAR INDEX $DXY HITS TWO-YEAR HIGH

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OPENAI CONSIDERS TAKING ON GOOGLE WITH BROWSER: TI

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SCHWAB WILL GET INTO SPOT CRYPTO UNDER NEW LAWS: WURSTER: BBG

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SEC CHAIR GARY GENSLER SET TO RESIGN ON INAUGURATION DAY OF PRESIDENT-ELECT DONALD TRUMP, JANUARY 20

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*ALPHABET SHARES TUMBLE 7% IN BIGGEST DROP SINCE JANUARY

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EARLIER: CITRON RESEARCH: WHILE CITRON REMAINS BULLISH ON BITCOIN, WE’VE HEDGED WITH A SHORT $MSTR POSITION

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RUSSIAN AMBASSADOR TO UK TELLS SKY NEWS: UK DIRECTLY INVOLVED IN WAR IN UKRAINE

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*NVIDIA 3Q ADJ EPS 81C, EST. 74C
*NVIDIA 3Q REV. $35.1B, EST. $33.25B
*NVIDIA 3Q DATA CENTER REVENUE $30.8B, EST. $29.14B
*NVIDIA SEES 4Q REV $37.5B PLUS OR MINUS 2%

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Binance Futures Will Launch USDⓈ-Margined MORPHOUSDT and CHILLGUYUSDT Perpetual Contracts With up to 75x Leverage: link

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ARTISTS APPEARS TO HAVE LEAKED ACCESS TO OPENAI’S SORA: TC

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Binance Will Delist GFT, IRIS, KEY, OAX, REN on 2024-12-10: link

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PUMP[DOT]FUN DISABLES LIVE STREAMING FEATURE

*Pump[dot]fun team: To ensure the absolute safety of our users, we will be pausing the live streaming functionality on the site for an indefinite time period until the moderation infrastructure is ready to deal with the heightened levels of activity

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The Week Ahead | @infinityhedge

Black Friday | Spotify/YT Wrapped

LAST WEEK US SPOT ETFs ~FLOWS:
*BTC: +$3.4B
*ETH: -$70M

Macro:
*FOMC Meeting Minutes on 26
*U.S. October PCE on 27

Crypto:
*MicroStrategy is expected within the next few days to unveil a fresh purchase of BTC using proceeds from a $3B convertible bond sale that closed on Friday [likely today]
*STRK staking launch on Mainnet on 26

Token Unlocks:
$SUI: $230M: 2.4% on Dec. 1
$IMX: $42M: 1.47% on 29
$OP: $71M: 2.5% on 30
$1INCH: $40M: 7.7% on 30
$ZETA: $41M: 10.6% on Dec. 1

What Bloomberg Economics Says:
“Several Fed officials discussing US economic conditions of late have echoed a theme recently introduced by Chair Jerome Powell — a December rate cut isn’t a done deal and the central bank can slow its easing pace given subsiding risks to the economy.”

Earnings/Charts/Articles ⬎

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MICHAEL SAYLOR HINTS AT ANOTHER BITCOIN PURCHASE, TWEETS "WE NEED MORE GREEN DOTS ON SAYLORTRACKER"

*PREVIOUS SIMILAR TWEETS LED TO ANNOUNCEMENTS OF $4.6B AND $2B BITCOIN PURCHASES THE NEXT DAY

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CBOE TO LAUNCH THE FIRST CASH-SETTLED OPTIONS PRODUCT RELATED TO SPOT BITCOIN, BEGINNING MONDAY, DECEMBER 2

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SOLANA HITS NEW ALL-TIME HIGH AFTER 3 YEARS

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*MICROSTRATEGY SHARES EXTENDS DECLINE, NOW DOWN 30%

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TRUMP'S 'CRYPTO ADVISORY COUNCIL' EXPECTED TO SETUP PROMISED BITCOIN RESERVE: REUTERS

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FTX TO BEGIN DISTRIBUTIONS NO LATER THAN MARCH 2025

John J. Ray III, CEO and Chief Restructuring Officer of the FTX Debtors, said: "We are pleased to announce that we will begin distributing proceeds in early 2025: LINK

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*MICROSTRATEGY ERASED OPENING GAINS, NOW DOWN 20%

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MICROSTRATEGY DOWN 10% AFTER CITRON RESEARCH REVEALS A SHORT POSITION

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SUI BLOCKCHAIN DOWN, NOT PRODUCED ANY BLOCK IN THE PAST 45 MINUTES

*UPDATE: SUI BLOCKCHAIN BACK ONLINE AFTER 2 HOURS AND 30 MINUTES OF DOWNTIME

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NVIDIA Earnings in 20 minutes or at 4:20PM ET

Estimates:
*Rev.: $33.2B
*EPS: $0.75
*Outlook: January Q Rev. of $37.1B and EPS $0.82

*The options-implied move for Nvidia shares the day after earnings is about +/- 8%, That would equate to close to a $300B swing in market value

Note: According to strategists at Bank of America, the report carries more risk for the benchmark than the next Federal Reserve meeting or inflation data.

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