According to @stocktalkweekly, they stayed entirely net long over the past few weeks and said portfolio drawdown was cushioned by positions in VIAV, ENS, DOCN, AMKR, and NTCT, source: @stocktalkweekly on X. No cryptocurrencies were mentioned in this trading update and no direct crypto market signal was indicated, source: @stocktalkweekly on X.

According to @stocktalkweekly, NTCT, VIAV, DOCN, and ENS traded green while the broader session was described as a blood bath. Source: @stocktalkweekly on X, Nov 6, 2025. This price action indicates relative strength versus the wider market per the source’s characterization. Source: @stocktalkweekly on X, Nov 6, 2025. The post lists the ticker ENS without specifying whether it refers to a stock or the Ethereum Name Service token, so the asset type is not defined by the source. Source: @stocktalkweekly on X, Nov 6, 2025.

According to @stocktalkweekly, DOCN is printing a strong weekly candle with price now above the 200-week moving average for the first time and a 200-day breakout confirmed last week. Source: @stocktalkweekly on X, Oct 6, 2025. Traders widely use closes above the 200-day and 200-week moving averages as long-term trend confirmation and often treat these moving averages as dynamic support for risk management. Source: Investopedia, 200-Day Moving Average; Investopedia, Support and Resistance. Risk-on momentum in growth equities can coincide with stronger crypto risk appetite, as equity and crypto markets have shown increased correlation in recent years. Source: International Monetary Fund, Crypto Prices Move in Sync With Stocks, 2022.

According to @stocktalkweekly, DigitalOcean stock DOCN is pushing above the 200-day simple moving average on the daily chart. The same source notes that the August HVE is trying to put in a bottom on the monthly timeframe. The same source also highlights that the monthly chart setup is notable. The same source does not mention any direct impact on the cryptocurrency market.