A smart money account has increased its long position in ETH by 25 times, and the current position is worth approximately $62.35 million.

- MicroStrategy added 397 BTC ($45.6M) via stock sales, holding 641,205 BTC valued at $69B as of Nov 3, 2025. - Q3 2025 net income surged to $2.8B from $3.9B unrealized BTC gains, but Bitcoin's $108K price drop triggered mNAV 1.04x threshold. - CEO Phong Le confirmed exploring Bitcoin derivatives to maintain dividends without equity dilution as mNAV nears parity. - Company projects $34B operating income in 2025 assuming $150K BTC average price, despite analysts warning of leverage risks.

- Stride Inc. announced a $500M stock buyback to boost investor confidence amid legal probes and a 54% single-day stock plunge linked to tech failures and enrollment shortfalls. - Investigations by multiple law firms allege fraud over inflated enrollment data, poor platform upgrades, and misleading operational disclosures impacting 10,000–15,000 lost enrollments. - Despite Q1 revenue outperformance, revised 5% 2026 growth guidance—far below historical 19%—and rising tech costs raise doubts about Stride's l

- U.S. government approved Microsoft to export 60,400 advanced Nvidia AI chips to UAE under a $15.2B partnership boosting the Gulf's AI infrastructure. - The deal includes $5.5B for AI/cloud infrastructure and $1.5B equity in UAE's G42, overcoming prior export control delays. - Microsoft secured licenses by meeting strict security requirements, aligning UAE's AI ambitions with U.S. efforts to counter Chinese tech influence. - The approval raised Nvidia shares and reinforced Washington's cautious yet collab