Machi Big Brother has closed his entire 10x leveraged long position of 11,000 HYPE tokens, while his 25x leveraged Ethereum long position has moved into slight profit. According to Odaily, HyperBot data showed the HYPE position was closed at a loss of about $31,600, and the Ethereum position had grown to 5,200 ETH, with an unrealized profit of $158,000 and a return of 32.56%.

According to Jin10, Nomura Securities said a Bank of Japan rate hike to 1.5% in December was nearly certain after Governor Kazuo Ueda sent hawkish signals, but room for further monetary tightening next year remains unclear. The BOJ estimates the nominal neutral rate at 1.1% to 2.5%. Because the rate cannot be observed directly, policymakers have difficulty determining the endpoint for rate hikes. Japanese inflation has remained above the 2% target, while strong business spending has pushed the central bank to accelerate policy normalization. However, the long period of deflation and ultra-low interest rates may make households and businesses more sensitive to higher borrowing costs. BOJ policymakers are divided over the pace of rate hikes, with some hawkish members calling for faster increases. Nomura Securities expects the BOJ to raise rates to 1.75% around March next year and then pause, though the final path remains uncertain.

S&P Global Ratings lowered the outlook on Meta’s “AA-” credit rating from stable to negative, citing rising leverage and uncertainty over how long capital spending will remain high and free operating cash flow negative. According to Sina Finance, the change means S&P could downgrade Meta’s credit rating within two years. S&P said Meta’s ability to turn AI investment into revenue was more limited than that of its peers, and that it was unclear when the investments would generate substantial revenue exceeding rising costs. S&P expects Meta’s capital spending to reach $140 billion this year and accelerate to more than $225 billion in 2027. Meta’s own latest forecast puts full-year capital spending at $135 billion to $145 billion. S&P expects spending growth to level off starting in 2028, but said it was uncertain whether Meta would cut spending as previously expected. Meta spokesperson Kamran Mumtaz said the company respected S&P’s judgment but disagreed with its assessment of Meta’s ability to monetize AI investment, adding that product and business opportunities would support a strong credit profile. Meta’s leverage ratio could exceed 1.0x as soon as next year, up from about 0.1x last year. The company’s future spending commitments rose from about $700 billion in July to $825 billion as of October 22, with nearly half tied to leases not yet underway, mainly for data centers and energy infrastructure. Meta’s free cash flow was negative $2.12 billion in its last quarter, its first move into negative territory. Its shares fell 15% in October, the largest monthly decline in four years. Meta’s “AA-” rating is S&P’s fourth-highest investment-grade rating; a one-notch downgrade would still leave it in the upper investment-grade range.

Kylian Mbappé’s Real Madrid match this weekend was unavailable on television and digital streaming platforms in China, according to Bloomberg. The blackout reflects continuing backlash over a perceived insult to Mao Zedong.

According to Jin10, oil prices decoupled from U.S. Treasury yields in October, while BlackRock said market concerns shifted from geopolitical inflation to cooling AI capital spending; long-term Treasuries regained hedging value, and AI financing shifted toward public debt markets.

美国联邦调查局（FBI）发布通报，认定朝鲜对币安超60亿美元加密资产盗窃事件负责，并将相关恶意网络活动称为TraderTraitor。

拉撒路集团是如何演进出来的？它们是怎么制造出如此绝顶聪明、手法刁钻的计算机高手的?又是如何窃取数十亿美元的？

虚拟货币、区块链，这些平时在行业会议和项目介绍里聊的东西，如今被直接写进了中央关于反腐败的部署。

36亿美元净流出仅为其管理资产的2%。币安联合首席执行官何一表示，部分转账发生在币安内部钱包之间，并非全部来自客户提款。

两大新模型爆料，竟撞在了同一天。谷歌Gemini 4 Carbon刚把全球第一抢回去没几天，OpenAI和Anthropic就在周末同时亮出了下一代底牌。

Chinese artificial intelligence company DeepSeek is developing a more autonomous AI system designed to manage multiple AI agents, potentially reducing the need for humans to coordinate tasks and supervise their progress.

The FBI linked North Korea to the $6 billion Binance hack and urged crypto firms to block transactions tied to the stolen funds. Binance has replaced 90% of the assets, while stablecoin issuers froze over $2.4 billion.

技术结构、机构持仓与黑天鹅事件共同指向2027年一季度潜在底部。

OpenAI,LLM,chatGPT,Token,OpenAI新模型GPT-6.2 Astra曝光 金色财经,GPT-6.2 Astra，可能真的要来了。

这次党中央《决定》决策的表述，打击的不是区块链技术，更不是合法合规场景下的区块链应用，而是利用虚拟货币、区块链实施腐败的行为。这个边界非常关键。