Wall Street sees the Treasury market benefiting from the Democratic landslide in the US midterm elections, while the election hammered the AI trade, according to Bloomberg. The result gave traders another reason to rethink this year's sharp Treasury selloff.

The probability of a 25-basis-point Federal Reserve rate hike in December rose to 77%, while the odds of rates remaining unchanged fell to 23%. According to Odaily, trading volume for the prediction event reached $16.7 million.

According to CNBC, Democrats plan to investigate the Trump administration and businesses that have worked with it, while Attorney General Todd Blanche said he could launch investigations into lawmakers conducting probes. Democrats won majorities in the House and Senate in Tuesday’s midterm elections, with at least 54 Senate seats and 254 House seats as votes continued to be counted. Sen. Elizabeth Warren, who is set to chair the Senate Banking Committee, said Democrats would pursue investigations of companies she accused of cheating families and scamming investors. Blanche raised the possibility of counterinvestigations in response to questions about the Democrats’ plans. President Donald Trump has ordered the Justice Department to investigate Democrats over comments by Sen. Elissa Slotkin.

According to Jin10, Nomura said Australia’s financial conditions are clearly restrictive and its baseline scenario remains that the cash rate has peaked. Nomura estimates about a 33% chance that the Reserve Bank of Australia will raise rates one final time, most likely around February 2027. After that, Nomura broadly expects several rate cuts from August 2027, when rising unemployment and falling oil prices are expected to give the RBA confidence that inflation will return to target.

On Polymarket, the “Over” option in the “Match Duration Over 32:30” submarket for “LoL: Bilibili Gaming vs. T1 World Championship Playoffs” rose from 50.5% one hour ago to 70%, a 19.5-percentage-point increase. According to ChainCatcher, the shift was recorded in the Polymarket event.

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。

随着监管框架的确立，韩国本土首发/独占上币比例大幅下降。

抗议浪潮横跨苏格兰至西班牙，仅一天内都柏林2000人、赫尔辛基1300人同步集会，阿姆斯特丹更爆发冲突并有人被捕。

本周有14家区块链初创公司筹集了4350万美元资金。Uranium Digital筹集了1650万美元A轮融资，为本周最大融资轮次。