On Nov 04, 2026, 02:52 AM(UTC). According to Binance Market Data, BNB has dropped below 690 USDT and is now trading at 689.710022 USDT, with a narrowed 1.05% decrease in 24 hours.

不可持续的AI债务——资本支出狂潮、收入滞后与债权人风险。

On Nov. 3, Veda, Aave Labs and Kamino Foundation published a summary of a legal framework on how U.S. federal securities laws apply to decentralized lending protocols and non-custodial vaults. According to ChainCatcher, the three organizations submitted a more detailed version to the U.S. Securities and Exchange Commission on Oct. 26 and requested discussions with agency staff; the full submission remains confidential. Veda said the framework examines how securities laws should apply when financial activities traditionally performed by intermediaries are carried out through smart contracts, with ownership, control and decision-making distributed among different parties. It argues that regulation should reflect the rights, obligations and authority established by an arrangement, including who owns assets, bears obligations and exercises discretion. Shared infrastructure, receipt tokens or discretionary service providers do not alone determine those factors. The document analyzes the Howey investment-contract test, the Reves test for notes, the Investment Company Act of 1940 and the Investment Advisers Act of 1940. It concludes that the protocols and vault arrangements examined do not constitute investment contracts or notes, that the vaults are not investment companies, and that compensated investment discretion does not necessarily amount to custody of client assets. Veda noted that the analysis depends on the specific architecture, contractual arrangements and allocation of rights and authority; changes to ownership, repayment commitments, discretion or redemption restrictions could affect the conclusions. The submission does not seek an exemption, safe harbor or separate regulatory framework for decentralized finance. Instead, it asks the SEC to apply existing securities laws and recognize distinctions already made in law among activities such as issuance, investment management and custody. Veda said the document is for informational purposes only, is not legal advice, and has not been endorsed by the SEC. Veda was founded in 2024 and completed an $18 million funding round led by CoinFund in June 2025, according to RootData and Veda’s public materials.

According to Jin10, Andrew Canobi, Franklin Templeton Australia's head of fixed income, said the initial financial-market reaction to the U.S. midterm elections could be summarized as a slight shift from stocks to bonds, showing some safe-haven demand. He added that if Democrats control Congress, markets may view it as a constraint on U.S. President Donald Trump's growth agenda, particularly in artificial intelligence and resources. The Australian three-year government bond yield has fallen 15 basis points since the start of the week, as traders believe the Reserve Bank of Australia may be nearing the end of its rate hikes.

According to Jin10, WTI crude oil futures fell below $95 per barrel, down 1.14% on the day.

Singapore’s Straits Times Index is on track for a correction as heavyweight bank shares slide amid concerns about the profit outlook, according to Bloomberg.

Tron Inc. (Nasdaq: TRON) bought 154,403 TRON at an average price of $0.3238, for approximately $49,800. According to Odaily, Onchain Lens reported the transaction.

The term “tokenized stock” can refer to products with different rights, issuers, and trading venues, so it does not specify what a holder owns. According to ChainCatcher, some products reference traditional shares, others provide economic exposure, and still others are derivatives designed to track an underlying asset’s price. Before comparing products, identify the traditional asset they reference, the issuer, product type and trading venue, user eligibility requirements, and any transfer or redemption mechanisms. These details do not replace legal terms, but they can help distinguish products that share the same name. Prices may also differ across versions of the same stock because of the quote currency, trading hours, liquidity, and price methodology. Check which version, timestamp, and price measure a quote represents rather than comparing it only with a traditional market’s closing price. Data pages can help readers verify asset labels, product versions, trading venues, activity, and timestamps. They provide an organized reference, not a trading instruction or substitute for personal judgment.

According to Jin10, South Korean stocks turned lower after opening higher as investors awaited the U.S. midterm election results, with AI-related shares retreating. The KOSPI fell 2.7%, Samsung Electronics dropped 3%, and SK Hynix lost 4.5%. Asian AI infrastructure companies rely heavily on U.S.-led AI investment. iM Securities analyst Yang Hyun-kyung said in a report that if Democrats control both chambers of Congress, calls for stronger AI regulation may increase, creating uncertainty around data center expansion timelines.

美国商品期货交易委员会（CFTC）主席Michael S. Selig宣布个股永续期货可在指定合约市场首次上市交易，该类市场同时已向美国证券交易委员会（SEC）完成双重注册。

Aave 正在推动一件可能改变整个 DeFi 行业的事情。

币安发布10月29日安全事件初步调查结果及应对措施更新报告，披露约 63 亿美元资产被盗的攻击过程。

当传统金融在链上搭建市场，监管者开始肯定链上的透明性，CEX 也用链上可验证的方式证明自己，赢家或许已经很难再用 CEX 或 DEX 来区分。

Grayscale认为，币安资产被盗会推动交易所持续完善安全机制。同时该事件再次凸显机构托管的重要性，美国加密ETP就是典型代表。

民主党若夺回国会，特朗普政府和大型企业都可能面临更严格的调查。传票、文件调取及高管听证会或成为主要施压工具，银行、科技巨头和能源企业尤其关注。

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从商业模式、企业文化与价格三个维度，判断币安被盗事件是短期冲击还是长期隐患。

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