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1Bitget Daily Morning Briefing (Nov 3) | Dash: This month's strong price performance attributed to strengthened fundamentals; Total open interest in ZK contracts surpasses $100 million, hitting a new all-time high; Bitcoin production cost rises to $112,084, approaching record levels2Bitcoin Short-Term Holders Face -1.4 P/L Ratio as Losses Deepen3Fed to Resume Treasury Purchases in Early 2026 as U.S. Economy Gains Relief
Flash
- 15:55Data: The "100% win rate whale" is currently facing a loss of over 20 million USD on long positionsChainCatcher News, according to on-chain data, as the market declines, the "10.11 to present 100% win rate whale" is currently facing unrealized losses of over $20 million on long positions. Currently, this whale holds 10x leveraged SOL, 15x leveraged ETH, and 5x leveraged HYPE long positions, with a total position value of approximately $168 million.
- 15:32Citi: Global AI industry revenue is expected to reach $97.5 billion by 2030Jinse Finance reported that Citigroup predicts that by 2030, global artificial intelligence industry revenue will reach $97.5 billion, compared to $4.3 billion in 2025, representing a compound annual growth rate as high as 86%. This growth reflects the accelerated adoption and commercialization of AI technology by enterprises, while hyperscale cloud service providers are increasing infrastructure investments to meet surging market demand. Last week, the four major U.S. tech giants—Alphabet (Google's parent company), Meta (Facebook's parent company), Microsoft, and Amazon—announced plans to significantly increase annual capital expenditures, ramping up investments in semiconductor infrastructure and data center capacity to support the rapid growth in AI demand. Citigroup estimates that the total capital expenditure of major U.S. cloud computing providers will reach $4.4 trillion between 2026 and 2030, while total global investment (including sovereign funds and other institutions) is expected to reach $7.75 trillion.
- 15:26Tom Lee maintains his year-end prediction of Bitcoin at $150,000-$200,000 and Ethereum at $7,000.ChainCatcher reported that BitMine Chairman Tom Lee stated in an interview with CNBC that Ethereum's current fundamentals are performing well, with stablecoin trading volume and application layer revenue both reaching all-time highs, and a price breakout is expected to follow. Tom Lee reiterated his previous year-end price prediction, expecting bitcoin to reach the $150,000 - $200,000 range, with a target price of $7,000 for ethereum.