November 9th Hot News Briefs | Video Version Jensen Huang Admits to Infidelity; BTC Falls Below Strategy's Cost Line. ① Person: Jensen Huang admitted in his employee letter to "infidelity to his wife"—the infidelity is his own admission; the woman, Alice Huang/Huang Le, and espionage allegations are from media reports and intelligence accusations, not to be confused. Nvidia's board of directors has launched an independent investigation, and the company stated that there is currently no reason to believe that national security/secrets have been compromised. Huang will continue to serve as CEO during the investigation. ② Price: BTC fell below Strategy's disclosed average cost of approximately $75,451; holdings are approximately 849,327 BTC, with a floating loss of approximately $500 million. The market uses this line as a psychological anchor. ③ Hashrate: Anthropic spends approximately $3.4 billion to purchase 1.7GW of gas turbine generators; China Mobile Cloud and Zhipu signed an agreement, with GLM accessing Mobile Cloud MaaS. The long-term focus remains on increasing computing power through power generation. Today's market action is primarily driven by governance risks and costs. This analysis is based on publicly available information and is not investment advice.