Wallet 0xFD1…6FEe3 bought 10,000 ETH on CowSwap at an average price of $2,149.25 per ETH, making ETH the address’s largest on-chain asset. According to Odaily, on-chain analyst Ai Yi reported the transaction.

Nvidia has been drawn into a spying probe involving an affair by its CEO, according to Bloomberg.

Onodrim, a Dutch startup founded by former Palantir employees, raised $300 million at a $1.3 billion valuation to acquire suppliers and expand Europe's defense industrial base. According to Sina Finance, the year-old company plans to buy controlling stakes in businesses with dual-use operations and technologies it considers critical to European supply chains, then help them grow with technology, capital and business-development expertise. CEO and co-founder Aistis Šimaitis said the mission is to strengthen Europe's defense industrial base and “awaken the sleeping giant” of European manufacturing. Co-founder and Chief Technology Officer Alexander Blessing said Onodrim would operate differently from a traditional private-equity firm: it aims to keep founders of small and midsize family businesses in place and help expand their businesses. He said the company is not buying assets to make a financial return and sell them five years later, but sees itself as an operator. Onodrim said it has identified several potential investments but declined to disclose their industries. Šimaitis cited drone propulsion systems, sensing and radar systems, energetic materials used in explosives, and aircraft structural components as supply-chain bottlenecks. He said the company aims to fill gaps, not compete with established or emerging defense contractors. European governments have sharply increased military spending since the Russia-Ukraine conflict began more than four years ago, driving defense companies' order backlogs to record levels. Many have struggled to expand production to meet delivery needs. Onodrim's latest funding round was led by U.S. investor Lux Capital, with existing investors including General Catalyst and Lakestar. Lux Capital partner Brandon Reeves said Europe needs a stronger industrial base to address future security challenges. Earlier this year, Onodrim raised $45 million in seed funding from General Catalyst, Lakestar and Founders Fund. The company's third co-founder, Christian Garrett of 137 Ventures, does not participate in day-to-day operations. Šimaitis said Onodrim wants to build a European company and that Founders Fund is a non-controlling minority investor.

Japan’s spot power prices in the Tohoku and Tokyo regions surged to multiyear highs at the weekend amid colder-than-normal weather and higher fuel prices, according to Bloomberg.

UniCredit SpA reported a record quarterly profit and raised its full-year guidance, according to Bloomberg. The results give CEO Andrea Orcel a tailwind as he nears control of Commerzbank AG.

科技行业高管爆出私德风波，市场早有一套熟门熟路的反应剧本。

Global banks including HSBC and Citi are becoming more bullish on Indian stocks as the market’s sharpest rally in more than four years draws record foreign inflows, Bloomberg reported.

投资者不得不重新面对一个越来越清晰的事实：美国经济并没有走向衰退，甚至没有明显放缓，而是在经历新一轮再加速。

随着时间的推移，接下来要买在硬软件需求慢慢被满足的过程中，那些预期拥有“能够把利润掐在手上”能力的技术层/应用层公司。

接下来需要观察的，不只是纳斯达克什么时候止跌，还要看美股调整是否会进一步影响流动性，以及加密市场能否重新获得独立买盘支撑。

英伟达CEO黄仁勋周日发出全员公开信，正式承认婚外情并道歉称对妻子“不忠”，董事会同日宣布启动独立调查。英伟达夜盘跌超3%，公司面临的不确定性进一步上升。

Galaxy Digital认为，美国分立政府格局整体而言通常对市场友好，但 AI 治理、安全风险以及对劳动力市场的冲击，仍是悬而未决的重大议题。

三位中国投资界知名人物作为A股市场极具影响力的个人投资者，在行情剧烈震荡之际，他们的调仓选择也成为观察市场的重要风向标。

以太坊创始人Vitalik发表长文，重新讨论ETH的价值来源。他认为与其将ETH视为依靠手续费销毁支撑估值的代币，不如更加重视其作为价值储存资产的定位。

英伟达,黄仁勋,人工智能,黄仁勋承认「婚外情」 英伟达启动调查 金色财经,AI圈最大的瓜，恐怕非「皮衣客」黄仁勋莫属。

Vitalik发文称，ETH定位更应侧重其价值储存功能。他表示，手续费销毁叙事的作用没有看起来那么强，围绕这一目标优化可能难以兼顾去中心化与抗俘获能力。