Binance announced on X that tokenized equities AUM is at an all-time high. bStocks has $1.5B in AUM, ranking first by that measure.

Square is completing its planned expansion of Bitcoin payments today, opening Lightning Network payments to eligible sellers in its U.S. merchant network. According to Odaily, Bitcoin News said on X that consumers can pay with Bitcoin, while merchants receive U.S. dollars by default or can choose to keep the Bitcoin. Square will waive Bitcoin payment processing fees through the end of 2026 and plans to charge a flat 1% fee afterward. Its broader merchant network includes more than 4 million businesses, but eligibility restrictions apply, and adoption has not been independently quantified.

Solana-based trading aggregator Jupiter is rolling out four product updates, including the launch of Portfolio V3 and a planned private beta for Jupiter Vaults on November 11. According to Foresight News, citing Decrypt, the other updates cover the Baskets token portfolio tool, Pulse market data and a redesigned token page. Portfolio V3 is live and lets users trade, open perpetual positions and borrow from their holdings page. It also adds liquidation alerts and cross-chain transfers. Jupiter Vaults will open its private beta to waitlisted users and eligible JUP stakers, offering yield strategies related to third-party-managed stablecoin lending and real-world assets (RWA). Baskets lets users buy a group of tokens in one transaction using SOL or USDC, with holdings adjusted automatically by market capitalization weights or preset allocations. Pulse and the redesigned token page will include market data for tokenized stocks and ETFs, tokenomics data for DeFi projects, and token comparison tools.

According to ChainCatcher citing The Block, the foundation behind Ethereum Layer 2 network MegaETH has rebranded as MEGA and pledged $30 million from its existing treasury to develop new products. Its first AI inference marketplace is planned to launch in December. MEGA said all new products will run on MegaETH, and planned network upgrades, including faster finality, will support AI inference products. Co-founder Shuyao Kong said the marketplace will target developers, with providers and models to be announced at launch. MEGA will also seek to expand the MEGA token’s utility, including using it where possible.

Bridgepoint Group sees growing investment opportunities in overlooked real estate sectors despite higher interest rates. According to Sina Finance, the London-based firm manages $125 billion in assets and has expanded from private equity and private credit into infrastructure, secondary funds and real estate. This summer, it announced the acquisition of Kayne Anderson Real Estate, which manages more than $22 billion in assets. Bridgepoint CEO Raoul Hughes said the deal added a top-tier real estate investment platform and significantly strengthened the firm’s presence in the U.S. Higher rates have put pressure on many real estate funds. Some invested heavily in commercial and residential property in 2021, when rates were near zero, and now face higher borrowing costs, lower valuations, fewer transactions and more defaults. Al Rabil, co-founder and CEO of Kayne Anderson Real Estate, said higher rates could drive industry consolidation, creating opportunities for investors with sector expertise and investment discipline. Rabil highlighted medical office properties, small-bay industrial warehouses serving small businesses and e-commerce merchants, and multifamily housing. He said medical office vacancy rates had remained below 10% for more than 20 years, with demand exceeding supply, and that Kayne Anderson focuses on high-margin areas including oncology, neurology, cardiology and diagnostic centers. People aged 65 and older visit doctors seven times as often as those under 45, he said. Small businesses contribute 47% of GDP. For multifamily housing, Rabil said large amounts of capital flowed into the sector in 2021–2022, when many projects were financed based on 10-year U.S. Treasury yields of around 1%. He said much of that debt is now nearing maturity and that some high-quality assets have problems in their capital structures. Hughes said higher rates have had limited impact on most of Bridgepoint’s private credit and private equity portfolio companies. The firm focuses on high-growth, high-margin businesses, he said. Hughes added that he would prefer rates to stabilize at current levels rather than rise further, and said the rate environment would not materially impair the ability of its equity portfolio to generate returns.

Dallas Fed President Lorie K. Logan said the Federal Reserve needs at least two more rate increases of 25 basis points each. According to Odaily, Logan said excessive inflation is unacceptable and the Fed may raise rates faster this winter than it has so far. She said pausing after two more hikes to assess whether further action is needed would be reasonable. The current policy rate is at least 50 basis points below a moderately restrictive level, she said, adding that gradual adjustments could reduce the risk of economic activity worsening more than necessary. Logan also said wartime energy disruptions and tariffs are not the only sources of price pressure, and that broad price increases may persist.

Lens, an onchain social protocol, is set to launch on Monad and will support sign-ins using existing Farcaster accounts. According to Foresight News, Monad said Lens has been rebuilt as a fully onchain social graph. Users own their accounts and social connections and can choose what appears in their feeds, while developers can build their own clients. Lens and Farcaster users can log in with their existing accounts.

ヴィタリック氏は最新の投稿で、イーサリアムのポジショニングをトークンの焼却から価値の保存手段へと変更した理由を説明した。同氏は、分散化と検閲耐性が変わらない限り、イーサリアムの長期的な可能性は問題ないと考えている。

フィンランドの小さな町ノキアでは、ある家族がセントラルヒーティングを停止し、SunBit社のビットコインマイニング用ボイラーで暖房している。マイニング収入で今のところ電気代は賄えているが、2028年の半減期後には、ビットコイン価格の上昇に賭けざるを得なくなるかもしれない。

ナスダック、人工知能、米国株、AIは痛みを伴う価格調整を受けている。ゴールデン・ファイナンス：AIバブルは崩壊していないが、ラベルに頼って評価額を左右する時代は終わった。

Jinse Financeは、AI、DeFi、DAO、NFT、メタバースに関する最新かつ最速のニュースを提供する「Jinse Web3.0 Daily」を開始しました。

Junhe法律事務所はトークン化された預金の法的性質と規制上の重要事項を分析し、SlowMistはこれにスマートコントラクトの監査とオンチェーンのマネーロンダリング対策を補完的に提供する。

a16z CryptoのリブランディングとAIへのシフトを受けて、2つの仮想通貨ベンチャーキャピタルは、投資先の企業の約30%が倒産または全財産を失い、半数以上が投資家とのコミュニケーションに苦労しており、一次市場からの撤退も困難になっていることを明らかにした。現在、資金はAIと半導体分野に流入している。

バイナンス、秘密鍵、ネットワークセキュリティ、バイナンスのホットウォレットはMPCを使用：なぜ攻撃者は資産を移転できたのか？ジンセファイナンス、秘密鍵は漏洩していないのに資産が移転：なぜMPCの防御は失敗したのか？

Anthropicは新規株式公開（IPO）を進めており、目標とする企業価値は約1兆ドルで、これは以前の予想を下回る額である。Google、Microsoft、Nvidiaなどは、260億ドルの戦略的株式募集に応募する予定だ。

10月の消費者物価指数（CPI）データは今夜発表される予定で、市場はすでに12月の86％の利上げを織り込んでいる。ゴールドマン・サックスは、コアCPIは前月比わずか0.16％の上昇にとどまると予想しているが、コアPCEは高水準を維持すると見込んでいる。

トークン化された融資商品4つは、既に10億5000万ドルの資産を蓄積している。機関投資家向けリスク加重資産（RWA）の次の成長段階は、これらの資産がDeFi融資市場における適格担保となり得るかどうかにかかっている。