According to ChainCatcher, Elon Musk and Bill Ackman voiced support for Nvidia CEO Jensen Huang following an affair, saying his personal mistake should not define his career. Musk reposted and agreed with Sequoia Capital partner Shaun Maguire, who called Huang one of the greatest entrepreneurs of the era, said he had done something extremely foolish but likely without malicious intent, and described him as indispensable to U.S. AI leadership. Ackman said Huang was a great person who had taken full responsibility and urged others to support him and his family. U.S. President Donald Trump praised Huang’s contributions to the United States and said he should remain Nvidia CEO.

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。

According to ChainCatcher, Elon Musk said he had just discussed and evaluated Grok Bot with its engineering team, and work on fixes is underway. He expects significant improvements by tomorrow. Musk previously said Grok Bot was being optimized to use tokens more efficiently and perform more intelligently.

According to the announcement from Binance, the exchange’s Word of the Day (WOTD) game is themed around “Choose Your Binance AI” and runs from 2026-11-09 00:00 (UTC) to 2026-11-15 23:59 (UTC). Participants can play up to two games each day. Users who submit at least five correct answers during the activity period will be eligible to share a 4 BNB reward pool equally. Those who also meet at least one trading requirement can qualify for a separate 10 BNB pool. The requirements are either at least $50 equivalent in cumulative non-zero-fee trades across Spot, Convert, TradFi, bStocks or Futures, or at least $30 equivalent in NEWT trading volume on Spot or Futures. The 10 BNB pool will be allocated according to each eligible user’s share of all correct answers, with a maximum reward of 0.01 BNB per user. Binance said rewards will be distributed to users’ Rewards Hub by 2026-11-29 23:59 (UTC). After completing the first game, users can unlock a second by selecting “Get A New WOTD” and sharing the featured link; the second game becomes available when a logged-in user clicks the link. New users registering with the “WOTD” referral code or referral link during the activity period will receive a 10% discount on Spot trading fees.

According to Jin10, short-term Indian bonds are likely to underperform long-term bonds again as tighter liquidity and monetary conditions curb demand for interest-rate-sensitive debt. IDFC First Bank and Deutsche Bank forecast that the Reserve Bank of India may raise rates by up to 75 basis points in the coming months, after raising them by 25 basis points on October 7. The central bank is withdrawing liquidity from the banking system, and excess funds have fallen from their record high in early September. The yield spread between long- and short-term bonds narrowed to its lowest level since May earlier this month, then widened again as crude oil prices fell. VRC Reddy, treasury head at Karur Vysya Bank, said short-term bonds are more sensitive to immediate rate expectations and liquidity conditions. He said further rate hikes remain possible given current inflation trends and expects these bonds to continue underperforming.

According to Jin10, the Nikkei 225 rose more than 3% during Monday’s session, recouping some of its 6% loss last Friday. More than 200 of its 224 components advanced, while about 10 fell. Renesas Electronics led gainers, rising 6.64%, followed by The Japan Steel Works at 6.41% and Baycurrent at 5.88%, potentially setting a record closing high. Tokyu Land was the biggest decliner, down 5.41%, followed by SoftBank, which fell 4.73% and could post its lowest close since August 2025, and Mitsui Fudosan, down 4.50%.

NYU professor emeritus Gary Marcus said OpenAI could become the “WeWork of AI” amid its delayed IPO plans. OpenAI was last valued at $852 billion, according to BeInCrypto, after filing confidentially for a listing in June and CEO Sam Altman ruling out 2026. Marcus said sentiment, rather than fundamentals, could drive fallout from a markdown, affecting chip demand and financing costs. He said Anthropic’s planned November listing could set a valuation benchmark for OpenAI, chipmakers and lenders.

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。

从"守住系统"到"看清数据怎么流"：数据血缘如何成为企业级智能体的运行时安全底座。

Grayscale认为，以太坊是稳定币、代币化这类区块链创新的头部平台。投资ETH，相当于布局这套新兴金融基础设施的成长红利。

美国中期选举结果为民主党制衡特朗普干预美联储提供了新的制度筹码。即使特朗普钦点的沃什出任主席，也难再安插足够亲信，特朗普掌控美联储、推动降息的计划面临更大阻力。

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