According to CNBC, CoreWeave CEO Mike Intrator said the company does not expect the regulatory shift following the midterm elections to affect its expansion plans. “We do not anticipate any impact from the seismic regulatory shift that's occurred,” Intrator said on the company’s earnings call. CoreWeave reported 168% year-over-year revenue growth, beating estimates, and raised its 2026 forecast. It still expects to have 1.85 gigawatts of active power by the end of 2026 and now targets $37 billion to $39 billion in full-year capital expenditures, a 155% increase at the midpoint. Analysts polled by Visible Alpha expected $37.69 billion in capital expenditures. Shares rallied in extended trading after falling 40% over the past month.

On Polymarket, the Lorenzo Sonego option in the “BNP Paribas Nordic Open: Lorenzo Sonego vs Alejandro Tabilo” market rose from 33.5% to 53.5%, a 20-percentage-point increase. According to ChainCatcher, the earlier probability was recorded one hour ago.

Hotter-than-expected October CPI (+0.4% headline, core above forecast) set off a Treasury selloff Tuesday, with markets pricing 28bp of tightening for December per LSEG after the release. Waller backed a 25bp hike but said much higher inflation could require more, and WSJ’s Nick Timiraos called a December hike “virtually a certainty,” with 86% priced for 25bp and 14% for 50bp. CoreWeave jumped 10% pre-market after Q3 revenue grew 168%, sending Nasdaq 100 futures up about 2%, while Bitcoin held near $74,000 as spot ETFs lost $95M and November outflows reached about $1.6B. Anthropic’s bankers are weighing a valuation of $1.5T or more.CoreWeave Jumps 10% on 168% Revenue Growth, Lifting AI Stocks as Bitcoin Holds Near $74,000CoreWeave shares rose 10% pre-market Wednesday after Q3 revenue grew 168% year over year and it raised its 2026 revenue forecast to $13B-$13.3B. Its net loss widened to $709M ($1.27 a share) on higher interest costs, smaller than the $1.53 analysts expected. IREN rose 6%, Galaxy Digital 5%, Cipher 7%, and Nasdaq 100 futures more than 1.5%. Bitcoin was little changed near $74,000 and gold near $4,000, while the Dollar Index stayed above 102. Anthropic’s bankers are considering a valuation of $1.5T or more, per the Financial Times, above the roughly $1.4T fully diluted target; the filed range is $70-$78, and Google, Nvidia and Microsoft are set to invest $26B in a private placement at the IPO price.December Fed Hike “Virtually a Certainty,” WSJ’s Timiraos Says, as Focus Shifts to 25 vs 50 Basis PointsAfter a third straight strong inflation report, Timiraos wrote a hike at the December 8-9 meeting is “virtually a certainty”; the question is pace. The Fed could do 25bp per meeting, 50bp at once, or signal several 25bp hikes, which would show whether this is a mild adjustment or a longer effort to bring down inflation. Waller said a 50bp hike should be considered if core rose about 0.3%, which October’s data showed, and Logan suggested the pace may need to speed up. Such tactical choices are often left to the Chair, Kevin Warsh. Markets price 86% for 25bp and 14% for 50bp.Bitcoin ETFs Lose $1.6 Billion in November as Stock ETF Investors Buy the DipUS spot bitcoin ETFs have lost about $1.6B since the start of November per SoSoValue, while US-listed ETFs took in about $12B a day over five sessions and all 17 top inflow funds were stock funds, per Bloomberg’s Eric Balchunas. Daily outflows have shrunk: $430M (Nov 5), $412M (Nov 6), $201M (Nov 9), $95M (Nov 10). IBIT’s eight-session streak totals about $1.73B, more than the November total because it began in late October and other funds took in money; MSBT drew $20M Tuesday. CryptoQuant’s Bull Score fell to 20 from 90 on October 13, and apparent demand shrank by 284,000 BTC over 30 days, the fastest since March 2025. CryptoQuant sees $73,200 as key support, near the 200-day average. Bitcoin traded at $73,998, down 5.2% over seven days.Nasdaq Futures Rise 2% as Chip, Memory and Optical Stocks Rally; Lumentum and Coherent Up 9%Nasdaq futures rose 2% pre-market, S&P 500 futures 0.9% and Dow futures 0.19%, after CoreWeave’s results. Optical names led: AXT +10.15%, Lumentum +9.47%, Coherent +9.40%, Marvell +8.09%, Applied Optoelectronics +8.03%, Ciena +7.27%, Fabrinet +5.56%. Memory and chips followed: Seagate +8.64%, SanDisk +8.59%, Western Digital +7.29%, AMD +7.29%, Micron +6.88%, Intel +6.73%, Nvidia +4.09%. Crypto stocks edged higher: SharpLink +1.88%, Strategy +1.13%, Circle +1.12%, BitMine +0.64%.Hotter-Than-Expected Inflation Triggers Treasury Selloff as Veterans Day Pauses TradingHawkish Fed remarks and above-forecast inflation fueled a sharp Treasury selloff Tuesday, per Sina Finance; US bond trading paused Wednesday for Veterans Day. October CPI rose 0.4% month over month against 0.3% expected, and core also beat, pushing yields higher. Fed Governor Christopher Waller said in London that he supported a 25bp hike in December, but significantly higher inflation could require stronger action. BondBloxx’s JoAnne Bianco said markets fully priced at least 25bp and were beginning to assign some probability to 50bp; BondBloxx’s base case stays 25bp, and she said the path of policy matters more than the size of the next hike, with rates possibly needing to stay restrictive longer. LSEG data showed 28bp of tightening priced for December after the release. Macquarie kept its forecast of 25bp in December and another in March; chief economist David Doyle said stronger core inflation tilted the timing risk further toward January.

Nomura’s Laser Digital is helping ZIG Finance launch the zEMS Vault, a Saudi SME loan vehicle targeting a $100 million raise on BNB Chain. The vault gives eligible institutional investors exposure to diversified loans originated through Beehive, according to The Block. Investors subscribe and redeem in stablecoins; KAIO tokenizes and administers the vault, while Zamanat structures it and provides Sharia advice. Laser Digital advises on risk governance and tokenization. The partnership may extend to other markets and credit strategies. Laser Digital launched a tokenized Bitcoin Diversified Yield Fund through KAIO in January and received conditional U.S. OCC approval in May to establish a national trust bank.

Trump’s chief legal adviser warned Democrats preparing to lead the House Oversight Committee that some planned investigations could violate the law. According to Odaily, White House Counsel Will Scharf made the warning in a Monday letter to Robert Garcia, the committee’s Democratic leader, saying congressional investigations must have a clearly stated “legitimate legislative purpose.” Scharf accused Democrats of seeking to “harass and expand their own influence” rather than pursue lawful legislative goals. He said threatening executive branch officials to stop them from continuing public service, or abusing investigative powers to create fear, could cross the line into clear criminal offenses. The warning reflects the Trump team’s readiness to take a confrontational stance toward Democratic investigations in the next Congress and its possible reliance on legal arguments that have not been tested in court. Democrats have said they will investigate Trump, his administration and his family businesses after taking control of Congress next year.

离岸信托个税落地，加密资产的税收盲区正在被逐个填平。

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六起真实事件说明，攻击者不读私钥，也能靠实现缺陷把密钥还原。

承销投行把Anthropic估值定在1万亿美元，市销率仅12倍，增速远超苹果微软，散户份额最高20%。

当智能和劳动力都不再稀缺，真正拖慢技术落地的是验证环节：谁能让仿真、测试与数据闭环跑得更快，谁就握住物理世界的加速键。

加密无政府主义真正要守住的不是代币价格，而是普通人能否在不暴露生活的条件下合作、赚钱与退出。

SEC首次为链上股票交易开出五年监管豁免，Uniswap把AMM和Hooks定位为可承载合规证券的交易基础设施。

Anthropic 将于 11 月 19 日登陆纳斯达克，最高募资超 900 亿美元，但环比增速已从 144% 掉到 47%，9009 亿美元的算力承诺才是真正的赌注。

Vitalik主张ETH应被视为价值存储，但每年净增发、供应政策仍可修改、网络又必须持续升级，ETH要成为真正的SoV还有三道坎。

通胀停在3.7%，家庭靠少储蓄维持消费，AI资本开支转向债务与股权融资，市场对这一切的“舒适”还没有被定价。