JPMorgan strategists Jay Barry, Pankaj Vohra and others said U.S. Treasury bill issuance is expected to keep expanding, with the market needing to absorb $991 billion in net supply in 2027, making demand’s ability to keep pace a key question. According to Sina Finance, the strategists see some headwinds: They expect money market fund assets under management to grow at roughly the pace seen during the larger inflows in 2024 or 2025, unless a major market disruption comparable to the 2020 pandemic shock or 2023 regional banking stress occurs. The strategists said foreign official investors’ recent pullback has been tactical rather than structural, leaving room for them to resume a steadier pace of short-term Treasury purchases. They said a similar recovery is unlikely in the stablecoin sector unless cryptocurrencies rebound or the regulatory environment becomes clearer. Treasury bill valuations are unlikely to reverse sharply to more expensive levels next year, and pressure may be particularly evident during the 2027 supply increase as money markets absorb the additional bills and demand may grow more slowly than in previous years. The strategists said lower bill valuations could also affect funding markets, particularly if money market funds sharply reduce repo allocations to buy more bills or funding markets become more sensitive to bill settlement dates. The debt ceiling could begin to factor in next spring, when the U.S. Treasury may reduce its general account balance, making funding market conditions harder to assess. Money market fund assets under management have stalled over the past two months. Although the strategists expect a seasonal rebound during the rest of 2026, they project growth of only about 5% for the year, compared with double-digit growth in each of the previous two years. In the four months through August, foreign investors reduced their holdings of short-term U.S. Treasuries by about $145 billion, bringing foreign official investors’ share of holdings to 4.3%, its lowest level since May 2024. Stablecoin growth has also stalled this year. Fiat-backed stablecoin supply has fluctuated between $265 billion and $280 billion, while stablecoin holdings of Treasury bills total $127 billion, or 2% of all Treasury bills, down from $137 billion in December 2025.

Hedge funds amassed their largest-ever short position in US natural gas this week, betting an unusually warm winter will cut demand for the fuel used by furnaces and power plants, according to Bloomberg.

Apple reclaimed its position as the world's most valuable company on Friday, overtaking Nvidia as investors sought the perceived safety of the iPhone maker amid concerns about artificial intelligence spending, according to Bloomberg.

The TSX had its sharpest decline since June as technology and materials stocks weighed on the benchmark, joining a broader North American retreat, according to Bloomberg.

According to CNBC, the Nationwide Renaissance Small Cap Growth Fund (NWGPX) is estimated to distribute 56.6% of its net asset value in capital gains, while the A-share version of the MFS Global Equity Fund (MWEFX) is set to distribute 31% to 33%. Morningstar senior manager research analyst Stephen Welch compiled a list of funds with the highest estimated distributions for 2026. Fund families expect to make the distributions in December. Investors holding the funds in taxable brokerage accounts may owe long-term capital gains taxes at rates of 0%, 15% or 20%, depending on taxable income; holdings in tax-deferred accounts such as IRAs and 401(k)s are not affected. Investors can use tax-loss harvesting to offset capital gains, and may direct distributions to cash rather than reinvesting them.

On Oct 30, 2026, 20:22 PM(UTC). According to Binance Market Data, BNB has dropped below 700 USDT and is now trading at 699.289978 USDT, with a narrowed 5.53% decrease in 24 hours.

On Polymarket's “Counter-Strike: fnatic vs. Eternal Fire” market, the “fnatic” option in the “Match Winner” sub-market fell 36.9%, to 38.15%. According to ChainCatcher, the option's odds were 75.05% one hour earlier.

According to Jin10, the UK Maritime Trade Operations office said verified sources reported that a crude oil tanker was struck by an unknown projectile while transiting the Strait of Hormuz.

Anthropic 已提交 IPO 申请，估值预期 1.5 万亿至 2 万亿美元。从招股书的收入与毛利率看，大模型公司是不是一门好生意？

慢雾安全团队复盘 zkLink 78.3 万美元被盗事件：Arbitrator 任意外部调用叠加未清理的瞬态存储，攻击者如何一鱼多吃。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的AI、DeFi、DAO、NFT和元宇宙行业新闻。

给100万美元的Oracle债买5年违约险，一年保费3.15万美元；CoreWeave要11.45万美元。AI的信用警报已经响了。

沪指失守3600点，创业板指较6月高点回撤45%。估值、情绪、资金、政策多项指标交叉验证，A股或已接近阶段性底部，但筑底仍需时间。

a16z两位创始人本选举周期捐出9200万美元支持亲AI政客，用政治献金为自家万亿持仓护航。

Personal Agent缺的不是模型能力，而是主权归属、上下文控制和让各方愿意付费的商业闭环。

热钱包被EIP-7702授权清空，冻结约30亿、净损失约10亿，SAFU能不能兜底和信任修复才是关键。

Trezor warned customers who bought wallets through CryptoBilis since March 2026 to move their funds after a Safe 5 device was found with a suspected implant that could steal recovery phrases. The company is arranging laboratory tests and offering affected buyers replacement devices, while urging them to create new wallets with fresh recovery phrases.

币安热钱包55分钟内流出约63亿美元，稳定币发行方冻结约30亿，储备覆盖率与托管安全同步承压。