金色周刊是金色财经推出的一档每周区块链行业总结栏目，内容涵盖一周重点新闻、矿业信息、项目动态、技术进展等行业动态。

According to CNBC, Wall Street analysts favor Viper Energy (VNOM), Exxon Mobil (XOM) and Williams (WMB) for dividend income, with each receiving a buy rating from analysts cited in the article. TD Cowen’s Aaron Bilkoski reiterated a buy rating on Viper Energy with a $61 price target; the company announced a 50-cent-per-share base cash dividend for Q3 2026 and has a 5.7% yield based on base and variable dividends over the past 12 months. TD Cowen’s Jason Gabelman reiterated a buy rating on Exxon Mobil and raised his price target to $193 from $180. Exxon declared a quarterly dividend of $1.07 per share, up 3.9%, and has an annualized yield of 2.53%. CIBC’s Robert Catellier reaffirmed a buy rating on Williams with an $82 price target. Williams announced a quarterly dividend of $0.525 per share, or $2.10 annualized, and has a 3.09% yield.

Morgan Stanley says leveraged ETFs sold a record $57B of US stocks on November 5, when the Nasdaq fell about 5.5%, while hedge funds cut net leverage 5 points in a day. Bitcoin steadied near $75,950 with neutral funding rates. Tokenized gold trading on Binance hit a record $325M in weekly volume as gold stabilized near $4,000. Inflation mentions on S&P 500 earnings calls reached 820, the most since February 2024. Tuesday’s October CPI, CoreWeave earnings and Anthropic’s IPO roadshow headline the week, with December hike odds at about 80%.Morgan Stanley: Record $57 Billion Leveraged ETF Selling Drove November 5 Stock SelloffLeveraged ETFs sold $57B of US stocks on November 5, the most since data began in 2007, per Morgan Stanley’s derivatives team. The Nasdaq fell about 5.5% that day. Net leverage at US long-short hedge funds fell 5 points in one day, the fifth-largest drop since 2010, and now sits in the bottom 10% of its historical range. Since June, active selling has cut hedge fund exposure by 10.7% of end-June holdings, the largest reduction in at least 10 years. AI stocks still make up 32% of hedge fund absolute exposure. Retail selling in the first 90 minutes was the second-largest since 2016, and rising stock correlations point to broader risk-cutting.US CPI, PPI and CoreWeave Earnings to Test Markets as Fed Hike Bets Hit 80%LSEG data shows about an 80% probability of a December hike, with two more 25bp hikes expected this cycle, after October payrolls of 165,000 and unemployment at 4.1%. October CPI is due Tuesday, November 10, at 13:30 UTC, with ING expecting +0.3% headline and core; PPI follows Friday. Waller, Bowman, Barr and Jefferson speak this week. CoreWeave reports Tuesday after the close, Nebius and Cisco on Thursday, alongside Anthropic’s possible roadshow launch, a “double stress test” for AI assets. Explosive Options’ Bob Lang noted the CBOE put/call ratio hit 1.2, twice its average, and wants repeats to confirm a bottom. Freedom Capital’s Jay Woods wants the VIX above 30; it was around 24 Friday. US, Russia and Ukraine hold talks in Abu Dhabi November 10-11.Inflation Mentions on S&P 500 Earnings Calls Hit 820, Highest Since February 2024Inflation-related terms came up 820 times on S&P 500 earnings calls in October, per Bloomberg. One week into November, mentions had already passed all of November last year. Bloomberg Economics says income growth is failing to keep pace with prices. Higher oil is raising costs for fuel, fertilizer and plastic resin. GM expects commodity, logistics and memory chip costs to cost about $2B this year. Wells Fargo CEO Charles Scharf said persistent inflation and high rates are a headwind for consumers and corporate clients.Tokenized Gold Trading on Binance Hits Record $325 Million Weekly Volume as Crypto Market CoolsGold-backed product volume on Binance exceeded $325M over seven days, excluding the listing spike, per analyst Darkfost. Trading peaked at $78M on November 5, the day US stocks sold off. Cumulative volume has passed $8B since launch. Tokenized assets total about $50B per CoinGecko, with commodity-backed tokens near $6B, mostly gold. Gold is down more than 30% from its high this year and stabilizing near $4,000.Bitcoin Steadies Near $75,950 as Funding Rates Hold Neutral and ETH Bearish Sentiment EasesBitcoin traded around $75,950 on November 8, up 0.09% over 24 hours. BTC funding is 0.0087% (open interest-weighted) and 0.0081% (volume-weighted). ETH funding rose to 0.0068% and 0.0064%, within the neutral range, pointing to easing bearish sentiment. The baseline is 0.01%, with readings below 0.005% signaling bearish sentiment.One flag: story 2’s source says “about 80%” while yesterday’s digest cited 78% and 75% from different sources; keep the LSEG attribution.

Vitalik wrote on X that valuation support from ETH burns is not a true floor because the revenue mainly comes from activity within the crypto ecosystem, where users’ ability to pay would also decline if ETH prices fell sharply. According to Odaily, he said growth in the real-world asset (RWA) economy now provides Ethereum with stronger external revenue support, though mature businesses are unlikely to generate an episode like digital monkeys burning $180 million worth of ETH in a single day.

预测,加密货币,加密市场,加密市场被低估的机会：资金费率可单独交易 金色财经,几乎每笔加密交易里，都藏着另一笔交易。

分析认为，SpaceX与Anthropic合同中藏有“90天双向退出条款”——一旦算力供给收紧，马斯克可将算力重新定价至原合约2-3倍，直接决定Anthropic生死及整个AI格局走向。

随着 11 月全美多项公投和地方选举结果出炉，民意对 AI 数据中心扩张的抵触情绪达到了空前高度，76% 的受访选民在出口民调中明确反对在自身社区建设数据中心。

对于不少加密行业从业者而言，真正关心的问题可能在于另一个方向：既然国内政策已经明确禁止虚拟货币挖矿活动，在境内采购矿机、出口到海外矿场，是不是也会涉嫌走私犯罪？

野村认为，“蓝色浪潮”将通过监管收紧拖慢美国数据中心建设，进而压低全球AI芯片价格、缓解中国企业获取高端GPU和HBM的难度，整体利好中国AI经济。

美国财政部对 MEXC 的限制，从它与美国金融机构之间的资金转移入手。

随着监管框架的确立，韩国本土首发/独占上币比例大幅下降。

抗议浪潮横跨苏格兰至西班牙，仅一天内都柏林2000人、赫尔辛基1300人同步集会，阿姆斯特丹更爆发冲突并有人被捕。

本周有14家区块链初创公司筹集了4350万美元资金。Uranium Digital筹集了1650万美元A轮融资，为本周最大融资轮次。