According to Yat Siu, he discussed public plans with NASDAQ:CURR on Yahoo Finance Market Sunrise, highlighting upcoming steps in coordination with the exchange listing. source: Yat Siu on X, Nov 12, 2025. He emphasized the potential and growth of a token ecosystem powered by Animoca Brands and supported by investors including SoftBank, signaling strategic capital alignment around digital asset initiatives. source: Yat Siu on X, Nov 12, 2025. For traders, this disclosure creates a near-term watchpoint for CURR equity around any follow-up broadcasts or filings, and for volume shifts across Animoca-related token assets as new ecosystem details emerge. source: Yat Siu on X, Nov 12, 2025.

According to @KobeissiLetter, SoftBank shares fell over 10% after the company disclosed a $5.8 billion sale of Nvidia (NVDA) stock, indicating a sizable reduction in exposure to the AI-chip leader, source: The Kobeissi Letter on X, Nov 12, 2025. According to @KobeissiLetter, the headline raises near-term event risk around NVDA price action and liquidity as traders assess supply dynamics and positioning in AI equities, source: The Kobeissi Letter on X, Nov 12, 2025. According to @KobeissiLetter, traders can monitor NVDA cash open, short-dated implied volatility, and AI-basket momentum in U.S. and Japan for follow-through, while tracking SoftBank’s rebound attempts intraday, source: The Kobeissi Letter on X, Nov 12, 2025. According to @KobeissiLetter, crypto market participants focused on AI narratives may watch for sentiment read-through from this AI-chip headline into broader risk appetite, source: The Kobeissi Letter on X, Nov 12, 2025.

According to CoinMarketCap, BTC briefly topped $107K before slipping below $104K today; source: CoinMarketCap on X, Nov 11, 2025. According to CoinMarketCap, crypto mining stocks tumbled as AI infrastructure hype cooled amid weak earnings and SoftBank’s $5.8B exit from Nvidia; source: CoinMarketCap on X, Nov 11, 2025.

According to @StockMKTNewz, SoftBank sold around $9.2 billion of T-Mobile (TMUS) stock during the quarter to help fund its AI investments, source: Reuters. The move indicates a sizable portfolio reallocation that boosts SoftBank’s cash for AI dealmaking, a data point traders track for tech-liquidity and capital-flow conditions, source: Reuters via @StockMKTNewz.

According to @StockMKTNewz, SoftBank disclosed it sold its entire Nvidia (NVDA) stake for $5.8 billion in October to free up cash for large AI investments, per CNBC. For traders, the divestment happened in October, meaning the supply event is already in the tape while highlighting a capital rotation toward AI initiatives, per CNBC as cited by @StockMKTNewz. Crypto takeaway: no digital assets were mentioned in the report, so any impact is indirect via AI-investment sentiment rather than token-specific flows, per CNBC coverage referenced by @StockMKTNewz.

According to the source, a social post claims SoftBank sold its entire $5.8 billion NVDA stake to increase exposure to OpenAI. This claim cannot be independently verified here; traders should wait for confirmation via SoftBank Group investor relations disclosures, regulatory filings, or major financial wire services before acting. Until verified, maintain neutral positioning, monitor NVDA price, volume, and options implied volatility for unusual activity, and track correlations across AI equities and the crypto AI sector for volatility spillovers.

According to @KobeissiLetter, SoftBank announced it sold its entire Nvidia NVDA stake for 5.8 billion dollars, signaling a full exit by a major holder that can be a near-term liquidity and sentiment catalyst for NVDA shares and options (source: The Kobeissi Letter on X). For equity traders, monitor NVDA premarket gap risk, changes in order book depth, and short-dated options implied volatility as dealers and ETFs rebalance around the headline (source: The Kobeissi Letter on X). Track relative strength in semiconductor peers and AI beta proxies during the first hour after the open to gauge spillover, focusing on large-cap chip names and SOX-linked momentum (source: The Kobeissi Letter on X). For crypto, AI-linked tokens may experience sympathy flows as AI equity sentiment shifts, making them a volatility watchlist following this headline-driven event (source: The Kobeissi Letter on X).

According to @business, SoftBank-backed Lenskart is set to begin trading in Mumbai after raising $821 million in its initial public offering, signaling its trading debut is imminent (source: Bloomberg @business, Nov 10, 2025). According to @business, the update confirms the IPO proceeds and forthcoming listing but does not provide details on pricing dynamics, stabilization plans, or any crypto market linkage (source: Bloomberg @business).

According to @business, SoftBank explored a potential takeover of Marvell Technology earlier this year in what would have been the semiconductor industry’s largest-ever deal, based on people familiar with the matter, source: Bloomberg. Marvell has highlighted AI and cloud data center demand as core growth drivers with accelerating AI-related revenue in its FY2025 outlook, underscoring its positioning in AI infrastructure, source: Marvell Investor Relations (Q1 FY2025 earnings materials). SoftBank remains the majority owner of Arm Holdings following Arm’s 2023 IPO, reflecting the group’s strategic focus on compute platforms, source: Arm Holdings 2024 annual report and SoftBank Group disclosures. For crypto markets, AI-chip catalysts have previously coincided with rallies in AI-linked tokens such as RNDR and FET around Nvidia earnings, so traders may monitor AI token baskets for sentiment spillover from this M&A headline, source: Bloomberg.

According to @StockMKTNewz, citing The Information, OpenAI is reportedly working with SoftBank’s Arm Holdings (ARM) to develop CPUs designed to work with OpenAI’s AI server chip (source: The Information via @StockMKTNewz). The report does not provide a timeline, technical specifications, or financial terms for the CPUs or the AI server chip (source: The Information via @StockMKTNewz). The report does not mention cryptocurrencies such as BTC or ETH, focusing solely on semiconductor collaboration between OpenAI and Arm (source: The Information via @StockMKTNewz).

According to @ReutersBiz, the Financial Times reported that British self-driving tech firm Wayve is in discussions with Microsoft and SoftBank to raise up to $2 billion at around an $8 billion valuation, citing people familiar with the talks. @ReutersBiz added that the news comes amid continued investor inflows into AI start-ups, citing the Financial Times. For traders, the named counterparties make Microsoft (MSFT) and SoftBank Group relevant sentiment proxies around AI deal flow highlighted by @ReutersBiz, citing the Financial Times. While the report does not reference cryptocurrencies, this AI funding headline contributes to the broader tech narrative that crypto participants monitor for cross-asset sentiment, per @ReutersBiz citing the Financial Times.

According to @stocktalkweekly, SoftBank purchased ABB's Robotics division for $5.375 billion USD, source: @stocktalkweekly. According to @stocktalkweekly, Masayoshi Son said SoftBank and ABB Robotics will combine top tech and talent for AI-robotics integration, source: @stocktalkweekly. No cryptocurrencies were mentioned in the source, source: @stocktalkweekly.

According to @ReutersBiz, OpenAI’s valuation rose to 500 billion dollars from 300 billion dollars after a secondary share sale by current and former employees to investors including Thrive Capital and SoftBank on Oct 2, 2025, providing the latest private market pricing reference for the AI leader; source: Reuters Business reut.rs/3W5Y4bX. The report did not cite any direct cryptocurrency market impacts; source: Reuters Business reut.rs/3W5Y4bX.

According to @AggrNews, SoftBank and ARK are in talks to invest in a major funding round for Tether USDT, with no terms, size, participants beyond the two named parties, or timeline disclosed; source: Aggr News (X, Sep 26, 2025). The report characterizes the round as major but provides no on-record confirmation from Tether, SoftBank, or ARK, indicating this remains an unconfirmed market development; source: Aggr News (X, Sep 26, 2025). The source only states that discussions are underway, so traders should treat this as headline risk and await official statements for actionable details; source: Aggr News (X, Sep 26, 2025).

According to the source, a social post claims OpenAI, Oracle and SoftBank are expanding the 'Stargate' AI data center initiative with five new sites, but no official announcement or filing was provided for verification in the submission (source: user-submitted social post; no primary press release attached). For trading, wait for confirmation via OpenAI's official blog, Oracle's Newsroom, or SoftBank Group investor relations detailing capex, locations, power capacity and deployment timeline before positioning, as these specifics materially affect risk-reward and sector exposure (source: OpenAI official blog; Oracle Newsroom; SoftBank Group IR). Monitor for primary documents such as press releases, material contracts, or regulatory filings that corroborate site count and partners to validate the headline and gauge potential impact on AI-infrastructure-linked crypto sentiment and liquidity before acting (source: company press releases and regulatory filings from OpenAI, Oracle and SoftBank).

According to @KobeissiLetter, OpenAI, Oracle, and SoftBank will build five new Stargate data centers, adding to an earlier Stargate project initially sized at over $100 billion (source: @KobeissiLetter). Together, the Stargate program is now guided toward roughly 7 gigawatts of capacity and more than $400 billion in total investment (source: @KobeissiLetter). OpenAI has also outlined a target of $500 billion in spending and 10 gigawatts of capacity by 2026 (source: @KobeissiLetter). Additionally, OpenAI announced a $100 billion chip supply deal with Nvidia to power Stargate, directly linking NVDA to the build-out pipeline (source: @KobeissiLetter). For traders, these figures underscore sustained demand for AI chips and hyperscale infrastructure with direct exposure to NVDA, ORCL, and SoftBank, while AI-driven CapEx remains a key macro narrative watched across both equities and crypto market sentiment (source: @KobeissiLetter).

According to @StockMKTNewz, OpenAI, Oracle, and SoftBank announced five new US AI data center sites under Project Stargate. According to @StockMKTNewz, the combined plan now targets nearly 7 gigawatts of planned capacity and over $400 billion in investment over the next three years.

According to @business, SoftBank Group’s swelling weight in Japan’s main equity benchmark is forcing even skeptical investors to buy the stock to stay aligned with the index and limit tracking error (Source: Bloomberg @business). According to @business, this index-driven demand is creating mechanical, benchmark-aligned inflows that support near-term buying pressure in 9984 JP, which traders monitor when managing passive and benchmark-relative exposure (Source: Bloomberg @business). According to @business, the report does not cite any direct cryptocurrency impact; the stated driver is benchmark weight-induced buying of SoftBank shares (Source: Bloomberg @business).

According to @ReutersBiz, SoftBank will lay off nearly 20% of its Vision Fund team globally and redirect resources to Masayoshi Son’s large-scale artificial intelligence investments in the United States, based on a memo seen by Reuters and a source familiar with the plan, source: Reuters. For traders, the Reuters-reported pivot signals near-term restructuring risk at SoftBank’s investment arm and a heavier capital allocation toward US AI deal flow, warranting monitoring of SoftBank-related equities and private-market activity for shifts in exposure and liquidity, source: Reuters. Crypto market participants may track AI-linked narratives for sentiment shifts tied to this increased focus on US AI investments reported by Reuters, with attention to momentum around AI themes following the announcement, source: Reuters.

According to @OnchainDataNerd, BNB's recent surge has propelled it 12 positions higher in the global asset rankings, now reaching 185th place worldwide based on data from 8marketcap. This move puts BNB ahead of major traditional companies like SoftBank Group and Nike, highlighting its growing market capitalization and increasing relevance for traders. The rapid climb in global asset rankings signals strong bullish momentum for BNB, making it a key cryptocurrency to watch for future trading opportunities.