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。

According to ChainCatcher, South Korea’s industry minister said current issues affecting Nvidia will not disrupt the country’s contracted GPU supply from the company.

According to Jin10, gold has remained resilient amid a stock-market selloff, while seasonal tailwinds could support further gains. The post-election power vacuum could provide fertile ground for a rally, and after bullish positions are cleared out, the path of least resistance may turn upward.

Two Abraxas Capital hedge accounts on Hyperliquid have generated a combined $429 million in profits and still hold short positions worth $1.05 billion. According to Foresight News, Lookonchain tracked the accounts and reported the figures.

According to ChainCatcher, Galaxy Research head Alex Thorn said Bitcoin closed below its 50-week moving average this week after finishing above it for seven consecutive weeks. In the two previous instances of a similar pattern, Bitcoin did not go on to set a new weekly closing low in the bear market.

According to Kabutan, Yonhap and HKET, Tokyo's Nikkei 225 opened Monday at 57,960.70, up 525.93 points from the previous session, while the broader TOPIX opened at 3,752.70, up 44.71 points. Advantest, Tokyo Electron and Mitsubishi UFJ Financial Group advanced, while Kioxia Holdings and SoftBank Group declined; banks, oil and coal, and nonferrous metals led sector gains. Seoul's KOSPI opened lower, standing at 5,028.01 as of 9:15 a.m. local time, down 31.68 points, or 0.63%, with most large caps trading lower. Samsung Electronics edged up 0.26%, SK hynix inched down 0.09%, Hyundai Motor shed 0.89%, Hanwha Aerospace fell 3.33% and KB Financial declined 1.13%. The Korean won was quoted at 1,360 per U.S. dollar, up 3 won from the previous session's close. Hong Kong stocks opened higher, with the Hang Seng Index starting at 24,625, up 143 points, and the Hang Seng Tech Index rising 1% to 4,119. Alibaba and SMIC gained more than 2%, while Tencent rose more than 1%. Taiwan's TAIEX opened at 40,347.28, up 645.64 points, with all five top-weighted stocks opening higher. TSMC opened at NT$2,210, up NT$75, MediaTek at NT$3,535 and Hon Hai at NT$226.50. In mainland China, the Shanghai Composite rose 0.27% to 3,659 in early trade, the Shenzhen Component gained 0.53% to 11,235 and the ChiNext Index added 0.42% to 2,475.

A whale or institution transferred 512,000 HYPE redeemed from staking to FalconX six hours ago. According to Foresight News, the transfer was reported by Ember monitoring data. The tokens were accumulated a year ago at about $44.80 each, and selling them would yield an estimated profit of about $16.36 million.

Predict.fun announced prediction markets on whether Nvidia's price will rise or fall over 15-minute periods and whether it will rank as the company with the highest market capitalization during a specified period. According to Odaily, both markets are now available on the platform.

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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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分析认为，SpaceX与Anthropic合同中藏有“90天双向退出条款”——一旦算力供给收紧，马斯克可将算力重新定价至原合约2-3倍，直接决定Anthropic生死及整个AI格局走向。