🤑 Crypto’s $3B Vanish Act: Fewer Heists, Bigger Hauls! 🎭

On a Tuesday, no less-the most mundane of days-blockchain security firm SlowMist unveiled its 2025 Blockchain Security & AML Annual Report. Oh, the drama! It seems the crypto industry has been more of a sitting duck than a soaring eagle this year, with security challenges that would make even the most seasoned detective blush. 🕵️♂️

Real Estate Roads Diverged

Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months.

Bitcoin’s 2026 Comeback: A Financial Soap Opera 🎭💸

But wait! Not everyone’s crying into their crypto. Enter Axel Adler, the Sherlock Holmes of crypto, who insists Bitcoin’s just “transitioning,” not tanking. 🕵️♂️ His evidence? The “Supply in Profit” metric – a fancy term for “how many coins are happy campers?” Spoiler: It’s down from 19 million BTC to 13.5 million. Bitcoin’s Supply in Profit went on a diet! 🥗

Investing in Workiva: A $320 Million Bet Amidst Market Whispers

On a fine November day, the Securities and Exchange Commission unveiled Eminence Capital’s latest filings, revealing a strategic augmentation of their holdings in Workiva (WK 0.48%). This act of financial bravado has elevated their ownership to a princely total of 3.72 million shares, valued at a remarkable $320.52 million as of September 30-a date on which the market held its breath.

Everus’ Labyrinthine Ascent and the Vanishing Shareholder

On November 14, the SEC’s filings revealed Mountaineer’s pruning of its position in Everus by 36,374 shares, reducing its holdings to 169,844 shares valued at $14.56 million. This act, though seemingly minor, echoes the gestures of scholars in the Library of Babel, who, upon discovering a volume of gold, might hesitate before adding it to their shelves. The fund’s $264.03 million in U.S. equity assets now rests across 36 positions, with Everus comprising 5.5% of its reportable AUM-a figure that suggests neither abandonment nor adoration, but a calculus of balance.

UiPath Shares and the Devil’s Bargain: A Value Investor’s Tale

Let us parse this diabolical arithmetic:

  • The conjured sum: ~$1.5 million (at $16.49 per share, a figure whispered to be the weighted average of market murmurs)
  • Direct holdings post-ritual: 28,703,585 shares (valued at ~$473.3 million, though gold has a habit of evaporating in these times)
  • Indirect holdings (concealed within the mists of Ice Vulcan Holding Limited): 9,615,297 shares, untouched by mortal hands

Why a Fund Trimmed a $3.9M Stake in DoubleLine Despite 11.7% Yield

On November 13, McGowan Group did the financial equivalent of tidying your closet and accidentally throwing out your favorite sweater. They sold 319,882 shares of DSL, reducing their stake to 2.91 million. The fund’s market value now sits at $35.69 million. It’s like watching someone lose a bet they didn’t even know they were making.

Boeing’s Day, Markets Near Records

Industrial bellwether Boeing (BA +0.81%) gained around 0.6% as industrials outperformed, while healthcare insurer Molina Healthcare (MOH +2.47%) jumped roughly 2.5% on positive investor commentary; semiconductor name AXT (AXTI +8.29%) and bank OceanFirst Financial (OCFC 6.66%) also featured among notable individual movers, contributing to mixed breadth. A dividend hunter’s dream? Not quite-unless you’re betting on the next quarterly payout.