Hyperscale Data (GPUS), a publicly traded U.S. company, sold its remaining Bitcoin holdings as of November 8, disposing of about 211.56 BTC for approximately $16 million. According to Foresight News, the company has sold about 1,113 BTC since its first partial reserve sale in late July, generating approximately $74.4 million for debt repayment and continued construction of its AI data center in Michigan. Hyperscale Data continues to operate a Bitcoin mining site in Montana and expects future Bitcoin holdings on its balance sheet to come mainly from its own mining operations.

According to Jin10, cybersecurity startup Daylight raised $80 million in a funding round led by Goldman Sachs, valuing the company at $400 million in its Series B round.

Sea Ltd.’s earnings missed estimates after the Southeast Asian e-commerce leader increased spending on AI and cloud technologies to counter intense competition, according to Bloomberg.

10月CPI数据今晚公布，市场对12月加息的定价已达86%；高盛预计核心CPI环比仅增0.16%，但核心PCE仍偏高。

四款代币化信贷产品已聚集10.5亿美元资产，机构RWA的下一轮增长，取决于这些资产能否在DeFi借贷市场成为合格抵押品。

According to CNBC, Sanmina shares surged 19% after the electronics manufacturing services provider forecast full-year earnings of $15.50 to $17.50 per share and revenue of $17.5 billion to $19.5 billion, both above analyst estimates. Take-Two Interactive Software rose 4% after its fiscal second-quarter adjusted earnings of $1 per share and revenue of $1.60 billion beat expectations. Hims & Hers Health fell 2% after forecasting fourth-quarter revenue of $875 million to $895 million and adjusted EBITDA of $70 million to $90 million, both below consensus estimates. Securitize climbed about 10% after reporting third-quarter revenue up 28% year over year to $11.5 million. Tokenized assets on its platform increased 9% to $4.8 billion, while transaction volume rose 20% to $4.3 billion. On Monday, its board authorized a $50 million share buyback, and the company announced its acquisition of River One, an institutional asset-backed financing platform; terms were not disclosed.

According to Jin10, Anthropic said its internal estimates indicate that the pace of progress in artificial intelligence capabilities may accelerate further.

Anthropic一边发布65分登顶的Fable 5.2，一边花34亿美元买下1.7吉瓦燃气发电机，AI成本正沿芯片、内存一路涨到电，新机交付已排到2030年。

Anthropic cut its planned IPO raise by 7% to as much as $64.4 billion after a pricing mix-up; Jim Cramer called the listing the “most consequential deal” of the era. A revised draft lists 825 million shares at $70 to $78, down from 867 million at $70 to $80 in a withdrawn filing, according to BeInCrypto. Seven tech giants, including Nvidia, Google and Microsoft, have agreed to buy $26 billion of shares at the IPO price. Trading is expected Thursday or Friday next week.

According to Jin10, Anthropic can issue up to $42 billion in notes to Broadcom.

RWA代币化被写进国务院金融工作报告的防范非法金融活动章节，境内严禁、境外严管的监管归属已经明确。

摩根士丹利分析师Shawn Kim下调三星电子和SK海力士目标价，警告2028年“盈利悬崖”或终结内存超级周期，但称估值已调整到位，并将三星升为首选股。

黄仁勋承认出轨次日，彭博社披露英伟达总法律顾问曾致电美国商务部询问 Megaspeed 调查，5 万颗芯片的统计差额浮出水面。

Coinbase 现已允许符合条件的美国客户（纽约州以外）在其应用程序中使用 Base 平台上的全新 Morpho 市场，以 PAX Gold (PAXG) 为抵押借入 USDC。这是 Coinbase Borrow 首次接受实物商品作为抵押品，借款人将面临浮动利率，并且如果金价下跌，则可能被强制清算。

美股 AI 板块急跌传导至加密市场，11 亿美元杠杆仓位被清算，比特币跌破 7.4 万美元；AI 代理开始替人付款，权限边界成了新问题。

Coinbase、Kalshi、Payward 和三家交易公司于 2026 年 11 月 9 日向纽约联邦法院提出申请，请求法院允许它们支持美国商品期货交易委员会 (CFTC) 就股票挂钩永续期货提起的诉讼。资本市场联盟 (Capital Markets Alliance) 认为，这类产品应由美国证券交易委员会 (SEC) 监管。法官目前拒绝叫停这些产品，但她表示，在现阶段，资本市场联盟的观点似乎更有说服力。

Hyperliquid生态的L2网络Elysium主网上线。该网络由Kinetiq开发，基于Arbitrum Orbit构建，采用HYPE作为原生Gas代币，目标出块时间为100毫秒，执行吞吐量达到每秒3亿Gas。