WEEX Exclusive: Bitcoin Falls for Five Consecutive Weeks, Berkshire Cash Hits New High, Focus on RKLB, CEG Earnings | WEEX Daily Market Brief (November 9, 2026)

Today’s Digest

• Bitcoin and Ethereum spot ETFs saw net outflows last week and have fallen for five consecutive weeks. Analysts discuss cycle positioning.
• PEPE rebounded short-term. Nvidia was lower pre-market.
• Berkshire’s third-quarter cash holdings hit a new high. Anthropic plans to launch an IPO.
• November 9 focus is CEG and KKR pre-market, and OXY, RKLB and others after hours.

Crypto Highlights

1）Bitcoin and Ethereum Spot ETFs See Net Outflows Last Week; Analysts Discuss Cycle Positioning

Last week, Bitcoin and Ethereum spot ETFs saw net outflows of $1.2817 billion and $365 million, respectively; both have recorded outflows for five consecutive weeks. Analyst Murphy, using realized profit/loss ratio momentum (RPLR-M), noted that this cycle has lasted 11 months and panic has been fully released, meeting bear-market standards. Historical patterns show that once it turns green and enters Zone B, it has never returned to a bear market. Although BTC’s correlation with broad equity indexes is 0.8, mean reversion will decouple them, so there is no need to be overly pessimistic about an equity-market crash.

Vitalik posted that he prefers ETH as a “store of value” rather than a “fee-burn token.” He believes the burn mechanism is not a solid basis for supporting valuation, and over-optimizing burns requires strong interventionist governance that harms decentralization. ETH’s censorship resistance, privacy and other stability traits are more pragmatic in the AI era; optimizing its store-of-value properties keeps the protocol conservatively secure, which is the best reason to hold ETH.

Watchlist: BTC, ETH

Spot: BTC / ETH

Futures: BTC / ETH

2）CYBER Falls More Than 11% Over the Past 24 Hours

Cyber officially announced that it has cumulatively repurchased about $13 million worth of CYBER tokens over the past year, reflecting the team’s confidence in CYBER’s long-term development. Cyber said it will continue to focus on the growth and development of the CYBER ecosystem.

Watchlist: CYBER

Spot: CYBER

Futures: CYBER

3）PEPE Rises More Than 4.5% Over 24 Hours

PEPE rose more than 4.5% over 24 hours. As a long-established meme leader token, PEPE has recently attracted capital attention and has repeatedly led the major-coin sector. Markets are watching meme-sector sentiment and liquidity changes.

Watchlist: PEPE

Spot: PEPE

Futures: PEPE

4）WEEX Latest Support for FLOAT; Rose More Than 110% Over the Weekend to a New High

WEEX has added support for FLOAT, which rose more than 110% over the weekend to a new high. Its market cap is about $12 million. Float is a Solana-based token issuance platform. Each token is paired with stocks, pre-IPO assets, privacy coins or USDC, and liquidity is locked after graduation on the Raydium bonding curve. The trading tax is 1%–2.5%, of which 35% is used to buy back and burn $FLOAT.

Watchlist: FLOAT

Spot: FLOAT

Futures: FLOAT

Stock Highlights

1）Inflation-Related Mentions in Earnings Calls Rise to Nearly Two-Year High

Inflation mentions in S&P 500 company earnings calls in October reached 820, the highest since February 2024. In just the first week of November, mentions had already exceeded the full month of last year. Data show inflation is heating up while revenue growth is lagging. Rising oil prices have pushed up fuel, plastic and other raw-material and logistics costs; General Motors expects about $2 billion of impact from this. Banks have also warned of continued pressure from inflation and high rates. Wells Fargo executives noted that the longer this situation persists, the greater the resistance and pressure on consumers and corporate clients may become.

Watchlist: SPY, QQQ

Spot: SPY / QQQ

Futures: SPY / QQQ

2）Nvidia Lower Pre-Market

Nvidia founder and CEO Jensen Huang acknowledged his extramarital affair earlier today, sending a company-wide email admitting the error and apologizing. Nvidia was lower pre-market, possibly affected by this.

Watchlist: NVDA

Spot: NVDA

Futures: NVDA

3）Berkshire Hathaway Third-Quarter Results and Cash Holdings

Berkshire Hathaway’s third-quarter operating profit was $12.71 billion, down 5.8% year on year; net income attributable to the parent was $22.112 billion, down year on year. Class A earnings per share were $15,502, with net investment income of $9.407 billion. As of September 30, the company’s cash holdings were $356.9 billion (cash reserves reached $377.4 billion, a new high). It repurchased $9.6 billion of stock in the quarter. In addition, 65% of the total fair value of its equity investments was concentrated in Alphabet, Amex, Apple, a major bank and Coca-Cola.

Watchlist: BRKB

Futures: BRKB

4）Anthropic Plans to Launch IPO

Anthropic plans to launch an IPO as early as the week of November 9, with a valuation of up to $1.75 trillion and plans to raise $80–$100 billion.

Watchlist: ANTHROPIC

Futures: ANTHROPIC

Today’s Preview

Multiple companies report on November 9, covering energy, private equity, aerospace and healthcare. Investors will watch demand and guidance.

1）Constellation Energy (CEG) — November 9 Pre-Market

Consensus is about $3.88 EPS and about $9.22 billion in revenue. Nuclear operations, commercial contracts and capex are central; the guidance will reflect power demand and AI-related electricity growth.

Watchlist: CEG

Spot: CEG

Futures: CEG

2）KKR & Co. Inc. (KKR) — November 9 Pre-Market

Consensus is about $1.55 EPS and about $2.42 billion in revenue. Fundraising progress, fee-related earnings and private-credit performance are central; the results will reflect alternative-investment sector conditions.

Watchlist: KKR

Futures: KKR

3）Occidental Petroleum (OXY) — November 9 After Hours

Consensus is about $1.43 EPS and about $6.73 billion in revenue. Production, cash flow and capex are central; oil-price volatility is the focus.

Watchlist: OXY

Spot: OXY

Futures: OXY

4）Rocket Lab (RKLB) — November 9 After Hours

Consensus is a loss of about $0.07 EPS and about $257 million in revenue. Launch frequency, backlog and Neutron progress are central; the guidance will affect aerospace-sector sentiment.

Watchlist: RKLB

Spot: RKLB

Futures: RKLB

5）Trump Media (DJT) — November 9 After Hours

Markets will watch user growth, revenue structure and cash burn. Platform operations and related narratives are central.

Watchlist: DJT

Spot: DJT

Futures: DJT

6）AST SpaceMobile (ASTS) — November 9 After Hours

Consensus is a loss of about $0.41–$0.42 EPS and about $44 million in revenue. Satellite deployment progress and commercialization are central; the guidance will affect space-communications pricing.

Watchlist: ASTS

Spot: ASTS

Futures: ASTS

7）Hims & Hers (HIMS) — November 9 After Hours

Consensus is about $0.07 EPS and about $893 million in revenue. User growth, subscription revenue and margins are central; the results will reflect consumer-healthcare sector conditions.

Watchlist: HIMS

Spot: HIMS

Futures: HIMS

8）MARA Holdings (MARA) — November 9 After Hours

Consensus points to a loss of about $0.33 EPS and revenue of roughly $176 million (some sources show a wider loss near $0.39 on about $183 million). Bitcoin price markdowns on holdings, mining cost pressure (total cost reached about $59,800 per BTC in Q2), progress on the AI infrastructure pivot (first signed AI tenant and Long Ridge closing), and the pace of Bitcoin monetization for debt reduction are central; the results will offer an early financial read on the miner-to-AI narrative.

Watchlist: MARA

Spot: MARA

Futures: MARA

Trade Global Markets on WEEX

WEEX offers stock spot products and USDT-margined stock futures, making it easier to track global market themes on one platform.Trade Now: https://www.weex.com/markets/spot-pro?tab=Stocks

WEEX covers stocks, commodities, forex and indexes, making cross-market moves easier to follow in one place.Explore TradFi: https://www.weex.com/markets/tradFi

WEEX Proof of Reserves

WEEX provides a proof-of-reserves page for users to review platform reserves and asset-backing information.View WEEX Proof of Reserves: https://www.weex.com/proof-of-reserves