Arthur Hayes added another 2 million ENA and 364,000 ETHFI to his portfolio.

- Bitcoin surged above $89,000 in late November 2025, reversing a six-month low amid institutional reentry and macroeconomic optimism. - Fed rate-cut expectations (84% for December) and $238M Bitcoin ETF inflows fueled dollar weakness and crypto demand. - Coinbase's 22-day negative premium reversed, signaling easing institutional selling pressure and potential trend reversal. - Solana's $145 slump highlighted crypto divergence, while Bitcoin's $100,000 support and open interest dynamics indicated bearish e

- AI is revolutionizing drug discovery by accelerating timelines and reducing costs in pharmaceutical R&D. - Companies like Insilico Medicine and Exscientia use AI to cut drug development cycles by 70% and reduce compound testing, advancing candidates to clinical trials rapidly. - The AI-driven biotech market is projected to reach $350–410 billion annually by 2025, offering investment opportunities in AI-native firms and infrastructure providers. - However, regulatory challenges and the lack of approved AI

- Internet Computer (ICP) surged in 2025 due to technical upgrades, institutional partnerships, and speculative trading. - Fission/Stellarator boosted capacity by 50%, while Meridian/Flux aim to enhance cross-chain interoperability and scalability. - Q3 2025 saw $1.14B trading volume but 22.4% DApp engagement drop, highlighting infrastructure-user adoption disconnect. - TVL discrepancies ($237B vs. $1.14B) and reliance on institutional capital raise sustainability concerns amid inflated metrics. - Partners