According to Jin10, Japan's 5-year government bond yield rose 6.5 basis points to 2.110%.

LNbits has disabled all instances on its SaaS platform, my.lnbits.com, citing security concerns. According to Odaily, services will resume within 24 hours.

The Solana Company, a publicly listed digital-asset treasury firm, holds 2.2 million SOL worth nearly $197 million and plans to expand its tokenization services platform in Hong Kong. According to Odaily, the company may grow its local team to 30 people to serve banks and could assess market demand in six months. Chairman and CEO Joseph Chee said the Asia-Pacific region represents the company’s largest opportunity. He said The Solana Company plans to build infrastructure and provide tokenization services in Hong Kong. Hong Kong’s Office for Attracting Strategic Enterprises (OASES) has named the company as a member of its seventh batch of strategic enterprises. The Hong Kong Monetary Authority has approved HSBC and Anchorpoint to launch Hong Kong dollar stablecoins; Anchorpoint plans to offer native token issuance and redemption on the Solana blockchain. Local regulators have approved 17 tokenized retail products with assets under management of $1.3 billion, up by more than one-third from last year.

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。

Polymarket has listed a prediction market on whether Jensen Huang will announce his resignation or be removed as Nvidia CEO by Dec. 31, 2026. According to Odaily, the market currently assigns the outcome a 13% probability. A “Yes” outcome requires Huang, Nvidia, or an authorized representative to publicly and explicitly announce that Huang has resigned, been removed, or will resign or be removed, with the change expected to take effect within 18 months of the announcement. The announcement must be made before 11:59 p.m. U.S. Eastern Time on Dec. 31, 2026. Media reports, rumors, consideration of resignation, and temporary suspensions do not qualify; otherwise, the market settles “No.”

Berkshire Hathaway has appointed Mizuho Securities and BofA Securities to prepare a potential benchmark-sized, yen-denominated, fixed-rate senior unsecured bond offering, according to people familiar with the matter. According to Sina Finance, the bonds will be registered with the U.S. Securities and Exchange Commission, and a formal announcement is expected soon, subject to market conditions.

Investors are shifting funds from AI to startups developing batteries and battery-powered technologies. According to Sina Finance, Harbinger Motors announced a $240 million Series D funding round on Thursday to expand product lines, including hybrid autonomous vehicles for the U.S. Army. On the same day, the U.S. Department of Defense announced a conditional $250 million loan to battery materials company 6K to support construction of a plant in Jackson, Tennessee, producing nickel-based cathode materials. The two deals had been in development for months and were announced as AI stocks suffered a sharp decline on Thursday. They reflect investor interest moving toward areas adjacent to AI rather than AI core businesses, including battery-powered drones, humanoid robots and commercial electric vehicles such as Harbinger’s. Other recent investments include a $450 million conditional Defense Department loan on Monday to combat-drone maker Neros Technologies for a vertically integrated plant in Torrance, California. On October 26, electric construction equipment company Bedrock Robotics raised $600 million in a Series C round at a post-money valuation of $4.1 billion to expand its excavator business. Investment from private capital and the federal government has reversed a four-year downturn for battery-related startups that followed the 2020 and 2021 investment boom in batteries and electric vehicles. David Howell, vice president of battery-industry lobbying group Strategic Marketing Innovation and a former senior Energy Department official, said large Defense Department investments reflect a strategy to build a domestic supply chain. He said private investors are also seeking new opportunities as the AI sector becomes saturated. Harbinger CEO John Harris said the new funding will expand several product lines and increase production of autonomous military vehicles. He said the vehicles can carry more cargo and cost less than traditional crewed military vehicles that require added armor. Harris criticized the traditional approach of making military vehicles faster, larger and more heavily armored, saying it doubles cost, size and weight while halving payload. He called it a “faster horse” mindset. Autonomous vehicles can be lighter without heavy armor, leaving more power for sensors, radar and other electronics. Harris said military logistics is fundamentally a power-system problem. The 6K loan targets a longstanding gap in battery materials funding. In the past, government and private investment largely went to battery packs and cell assembly, with little directed to startups developing core materials. Investors and the government largely overlooked startups working on domestic cathode production, although cathodes are a battery’s core and most expensive component. Tesla processes lithium and makes some cells, but relies almost entirely on imported cathode materials. 6K CEO Sourabh Ural said the loan will fund a plant in Jackson, Tennessee, with a goal of producing 1,000 metric tons of cathode powder annually by 2028, enough for batteries for 10,000 electric vehicles. The company aims to expand capacity to 13,000 metric tons by 2030. Under its agreement with the Defense Department, 6K must raise an equal $250 million in private capital. Ural said the government loan will help the company raise that funding. He said he believes investors are beginning to view batteries as an allocation and a long-term investment the country needs.

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。

金色财经推出加密货币和区块链行业早报《金色早8点》3237期，为您提供最新、最快的数字货币和区块链行业新闻。

金色周刊是金色财经推出的一档每周区块链行业总结栏目，内容涵盖一周重点新闻、矿业信息、项目动态、技术进展等行业动态。

预测,加密货币,加密市场,加密市场被低估的机会：资金费率可单独交易 金色财经,几乎每笔加密交易里，都藏着另一笔交易。

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。

随着 11 月全美多项公投和地方选举结果出炉，民意对 AI 数据中心扩张的抵触情绪达到了空前高度，76% 的受访选民在出口民调中明确反对在自身社区建设数据中心。

对于不少加密行业从业者而言，真正关心的问题可能在于另一个方向：既然国内政策已经明确禁止虚拟货币挖矿活动，在境内采购矿机、出口到海外矿场，是不是也会涉嫌走私犯罪？

野村认为，“蓝色浪潮”将通过监管收紧拖慢美国数据中心建设，进而压低全球AI芯片价格、缓解中国企业获取高端GPU和HBM的难度，整体利好中国AI经济。

美国财政部对 MEXC 的限制，从它与美国金融机构之间的资金转移入手。