범용 L2는 더 이상 수익성 있는 사업이 아닙니다. Scroll은 약 9개월에 걸쳐 퍼블릭 체인을 Compass를 중심으로 하는 프라이빗 AI 네트워크로 전환하고, SCR을 이더리움 메인넷으로 다시 이전하며, 토큰 경제는 변경하지 않을 계획입니다.

비트코인은 9월 고점 대비 약 10% 하락하여 현재 8월 돌파 수준을 다시 테스트하고 있습니다. 단기 보유자 중 수익을 실현한 비율이 97.5%에서 38%로 떨어져 롱 포지션 레버리지가 청산되었음을 시사합니다. 다음으로 주목해야 할 구간은 73,000달러에서 76,000달러 사이입니다.

해커들은 내부 서명 권한을 얻기 위해 수개월 동안 바이낸스에 침투하여 63억 달러를 훔쳐 역사상 최대 규모의 암호화폐 탈취 사건을 일으켰습니다. 개인 키는 분실되지 않았지만, 인력 및 접근 문제로 인해 보안 시스템이 무너졌습니다.

According to Kabutan, The Korea Herald and HKET, Tokyo's Nikkei 225 closed at 61,077.90, down 1,110.73 points, or 1.79%, for a fourth straight decline, while the broader TOPIX rose 1.16% to 3,940.39. AI and chip-related shares were sold, with Advantest down 14.71% and Tokyo Electron down 9.42%; the two stocks together pulled the Nikkei down by about 1,557 points. SoftBank Group fell 6.77%. Toyota Motor closed nearly 17% higher at 3,533 yen after raising its full-year operating profit forecast by 15% to 3.9 trillion yen and expanding its share buyback to up to 1.3 trillion yen. Seoul's KOSPI closed at 5,383.80, down 300 points, or 5.28%. The index opened 1.82% lower and extended losses, prompting the Korea Exchange to activate a sell-side sidecar at 10:16 a.m. Foreigners sold a net 3.39 trillion won, while institutions and individuals bought a net 841.8 billion won and 2.28 trillion won, respectively. Mirae Asset Securities analyst Kim Seok-hwan said Democratic control of both chambers of Congress raised concerns over tighter regulation of AI data centers and slower AI investment, weighing on semiconductor value-chain stocks. Samsung Electronics fell 7.57% to 201,500 won and SK hynix dropped 9.46% to 1.26 million won, while Hyundai Motor rose 3.53%. Hong Kong's Hang Seng Index opened 397 points higher and extended gains to close at 24,796.98, up 877.48 points, or 3.67%, as turnover rose to HK$356.67 billion. The Hang Seng Tech Index gained 5.5% to 4,154. Alibaba rose 8.45% to HK$109.10, Xiaomi gained 8.83%, Tencent added 7.17% and Meituan climbed 6.78%. Lenovo fell 6.86%, and CSOP SK Hynix Daily Max (2x) Leveraged Product (07709) dropped 17%. Taiwan's TAIEX closed at 41,574.72, down 1,374.19 points, or 3.20%, for a sixth consecutive decline and its lowest level in more than three months. Turnover was NT$926 billion, with 56 stocks closing limit-down. TSMC fell 0.88% to NT$2,240, MediaTek declined 6.86%, ASE Technology dropped 8.77% and Hon Hai slipped 2.08%, while financial shares rose 0.4%. In mainland China, the Shanghai Composite Index edged up 0.10% to 3,689.91, the Shenzhen Component Index rose 1.19% to 11,471.09 and the ChiNext Index gained 0.87% to 2,566.80.

European stocks surpassed their previous closing record, extending an outperformance driven by a rotation out of the artificial intelligence trade and a strong earnings season, Bloomberg reported.

캐나다의 한 판사가 2015년 달하우지 대학교 학생 테일러 샘슨을 살해한 혐의로 종신형을 선고받고 복역 중인 윌리엄 샌더슨의 가족에게 비트코인 ​​지갑이 들어 있는 노트북을 반환하라고 명령했습니다.

According to ChainCatcher citing The STAR Market Daily and IT Home, Huawei launched its first HarmonyOS desktop computer, the Qinyun HM650 series, at the 2026 HarmonyOS Office Industry Summit in Wuhan. The series received 100% domestic-content certification, uses the Kirin X90 chip and delivers a 15% performance improvement through software-hardware coordination. It is the first to feature HarmonyOS Computer Enterprise Edition, which supports HarmonyOS AI, Xiaoyi Work, Xiaoyi Deep Research and Xiaoyi Notes. Huawei Terminal Tablet and PC Product Line President Zhu Dongdong announced the launch. Huawei Executive Director Richard Yu said cumulative shipments of HarmonyOS computers have exceeded 1 million units. The summit was held on November 5.

According to Jin10, Hon Hai reported October revenue of 1.31 trillion New Taiwan dollars, up 46% year over year, or about $39.7 billion, reflecting continued global AI infrastructure investment and strong demand for Nvidia servers. Analysts Steven Zeng and Rebecca Wang said Hon Hai is expected to sustain strong growth in the fourth quarter. September revenue rose 38% year over year to a record 1.16 trillion New Taiwan dollars, contributing to third-quarter revenue growth of 47% to 3.03 trillion New Taiwan dollars, 7% above market expectations. Cloud computing and networking were again the main growth drivers, supported by strong AI server demand, while computing products and components also posted strong growth. Consumer electronics revenue was flat despite an increase in the average selling price of iPhones, underscoring AI's role as a core growth engine for the company. Growth is expected to continue into the fourth quarter as Vera Rubin shipments ramp up and seasonal factors in the IT industry provide support.

Goldman Sachs reiterated its Buy rating on Uber and maintained its $110 price target after the company reported third-quarter results. According to Sina Finance, Goldman Sachs said Uber’s third-quarter ride revenue fell short of expectations, while delivery continued to grow strongly and autonomous vehicle deployments could expand further. Based on Uber’s latest share price of $69.87, the target implies about 57% potential upside. Uber expects the number of autonomous vehicles on its platform to increase from about 700 at the end of 2026 to 2,000 at the end of 2027. A shortage of drivers in some international markets weighed on third-quarter ride revenue, which came in below Goldman Sachs’ and market expectations, but management said the overall ride-business growth trend improved in October. Uber’s third-quarter delivery gross bookings rose 23% year over year, supported mainly by increased activity among Uber One members and higher merchant investment. Grocery and retail gross bookings rose about 40% year over year, while merchants’ annualized spending on advertising and promotions exceeded $10 billion. Goldman Sachs said a larger user base, higher Uber One membership penetration, and a broader range of platform services would continue to support long-term revenue growth and margin improvement.

According to Jin10, Aker shares fell 7.5% after Microsoft declined to extend the option in its agreement with UK-based emerging cloud services provider Nscale.

인공지능은 소프트웨어 생산 비용을 0으로 낮추고 있습니다. 인터페이스와 코드는 더 이상 부족하지 않습니다. 진정으로 부족한 것은 유동성, 신원, 평판과 같이 시간이 지남에 따라 축적되는 네트워크 상태입니다.

텍사스는 30여 년 만에 처음으로 민주당 주지사를 맞이했으며, 울프 리서치는 텍사스를 "인공지능 건설 반대 운동의 모델"이라고 직접적으로 규정했습니다. 골드만삭스는 이러한 "민주당의 물결"로 인해 미국에서 계획된 데이터 센터 확장 사업의 약 45%가 중단될 것이라고 경고했습니다.

크라켄은 정체불명의 유럽연합(EU) 단체로부터 1억 3300만 달러가 넘는 암호화폐를 훔친 것으로 의심되는 사건과 관련된 계정들을 제한 조치했습니다. 거래소와 사법 당국은 도난 자금의 이동을 막기 위해 노력하고 있습니다.

격화되는 정치적 책략과 장기 부채 공급에 대한 압력이라는 두 가지 제약 조건 하에서, 미국 장기 국채 수익률이 크게 하락하거나 하락 추세에 진입할 것이라는 논리적 근거는 부족합니다.

미국 의회, 증권거래위원회(SEC), 상품선물거래위원회(CFTC), 암호화폐 시장, 정책 규제, 양원 모두 민주당으로 복귀: 모호한 완화 정책 대신 예측 가능한 엄격한 규제가 암호화폐 시장에 더 나은 결과를 가져올까? 진세 파이낸스가 그 추세를 분석합니다.

코인베이스는 63억 4천만 달러 규모의 바이낸스 해킹 공격의 영향을 받지 않았으며, 고객 자산의 99% 이상이 오프라인 콜드 스토리지에 보관되어 있고, 나머지 자산은 분산 키, 전송 한도 설정, 킬 스위치 등으로 보호되고 있다고 밝혔습니다. 바이낸스 공격자들은 가짜 채용 면접과 변조된 다운로드 파일을 이용해 두 명의 엔지니어를 표적으로 삼아 침입했는데, 이는 키 보호만으로는 무단 전송을 막을 수 없다는 것을 보여줍니다.