On Nov 04, 2026, 02:52 AM(UTC). According to Binance Market Data, BNB has dropped below 690 USDT and is now trading at 689.710022 USDT, with a narrowed 1.05% decrease in 24 hours.

지속 불가능한 AI 부채 – 자본 지출의 광풍, 수익 부진, 그리고 채권자 위험.

On Nov. 3, Veda, Aave Labs and Kamino Foundation published a summary of a legal framework on how U.S. federal securities laws apply to decentralized lending protocols and non-custodial vaults. According to ChainCatcher, the three organizations submitted a more detailed version to the U.S. Securities and Exchange Commission on Oct. 26 and requested discussions with agency staff; the full submission remains confidential. Veda said the framework examines how securities laws should apply when financial activities traditionally performed by intermediaries are carried out through smart contracts, with ownership, control and decision-making distributed among different parties. It argues that regulation should reflect the rights, obligations and authority established by an arrangement, including who owns assets, bears obligations and exercises discretion. Shared infrastructure, receipt tokens or discretionary service providers do not alone determine those factors. The document analyzes the Howey investment-contract test, the Reves test for notes, the Investment Company Act of 1940 and the Investment Advisers Act of 1940. It concludes that the protocols and vault arrangements examined do not constitute investment contracts or notes, that the vaults are not investment companies, and that compensated investment discretion does not necessarily amount to custody of client assets. Veda noted that the analysis depends on the specific architecture, contractual arrangements and allocation of rights and authority; changes to ownership, repayment commitments, discretion or redemption restrictions could affect the conclusions. The submission does not seek an exemption, safe harbor or separate regulatory framework for decentralized finance. Instead, it asks the SEC to apply existing securities laws and recognize distinctions already made in law among activities such as issuance, investment management and custody. Veda said the document is for informational purposes only, is not legal advice, and has not been endorsed by the SEC. Veda was founded in 2024 and completed an $18 million funding round led by CoinFund in June 2025, according to RootData and Veda’s public materials.

According to Jin10, Andrew Canobi, Franklin Templeton Australia's head of fixed income, said the initial financial-market reaction to the U.S. midterm elections could be summarized as a slight shift from stocks to bonds, showing some safe-haven demand. He added that if Democrats control Congress, markets may view it as a constraint on U.S. President Donald Trump's growth agenda, particularly in artificial intelligence and resources. The Australian three-year government bond yield has fallen 15 basis points since the start of the week, as traders believe the Reserve Bank of Australia may be nearing the end of its rate hikes.

According to Jin10, WTI crude oil futures fell below $95 per barrel, down 1.14% on the day.

Singapore’s Straits Times Index is on track for a correction as heavyweight bank shares slide amid concerns about the profit outlook, according to Bloomberg.

Tron Inc. (Nasdaq: TRON) bought 154,403 TRON at an average price of $0.3238, for approximately $49,800. According to Odaily, Onchain Lens reported the transaction.

The term “tokenized stock” can refer to products with different rights, issuers, and trading venues, so it does not specify what a holder owns. According to ChainCatcher, some products reference traditional shares, others provide economic exposure, and still others are derivatives designed to track an underlying asset’s price. Before comparing products, identify the traditional asset they reference, the issuer, product type and trading venue, user eligibility requirements, and any transfer or redemption mechanisms. These details do not replace legal terms, but they can help distinguish products that share the same name. Prices may also differ across versions of the same stock because of the quote currency, trading hours, liquidity, and price methodology. Check which version, timestamp, and price measure a quote represents rather than comparing it only with a traditional market’s closing price. Data pages can help readers verify asset labels, product versions, trading venues, activity, and timestamps. They provide an organized reference, not a trading instruction or substitute for personal judgment.

According to Jin10, South Korean stocks turned lower after opening higher as investors awaited the U.S. midterm election results, with AI-related shares retreating. The KOSPI fell 2.7%, Samsung Electronics dropped 3%, and SK Hynix lost 4.5%. Asian AI infrastructure companies rely heavily on U.S.-led AI investment. iM Securities analyst Yang Hyun-kyung said in a report that if Democrats control both chambers of Congress, calls for stronger AI regulation may increase, creating uncertainty around data center expansion timelines.

미국 상품선물거래위원회(CFTC) 위원장인 마이클 S. 셀리그는 개별 주식에 대한 무기한 선물 계약이 지정 계약 시장에서 처음으로 상장 및 거래될 수 있게 되었다고 발표했습니다. 이 시장들은 미국 증권거래위원회(SEC)에도 이중 등록을 완료했습니다.

Aave는 DeFi 산업 전체를 바꿀 수 있는 무언가를 추진하고 있습니다.

바이낸스는 10월 29일 발생한 보안 사고에 대한 예비 조사 결과 및 대응 조치에 관한 업데이트된 보고서를 발표하며, 약 63억 달러 상당의 자산이 도난당한 공격 과정을 공개했습니다.

전통적인 금융이 블록체인 기반 시장을 구축하고, 규제 기관이 블록체인의 투명성을 인정하며, 중앙거래소(CEX) 또한 검증 가능한 온체인 방식을 사용하여 스스로를 증명하게 되면, CEX와 분산거래소(DEX) 중 어느 쪽이 승자인지 구분하기 어려워질 수 있습니다.

그레이스케일은 바이낸스 자산 도난 사건이 거래소들이 보안 메커니즘을 지속적으로 개선하도록 촉진할 것이라고 믿습니다. 동시에 이 사건은 기관 수탁의 중요성을 부각시키며, 미국 기반 암호화폐 ETP가 대표적인 사례임을 보여줍니다.

민주당이 의회 다수당 지위를 되찾으면 트럼프 행정부와 대기업들은 더욱 엄격한 조사를 받을 가능성이 높습니다. 소환장 발부, 문서 제출 요구, 행정부 청문회 등이 주요 압력 수단으로 떠오를 것이며, 특히 은행, IT 대기업, 에너지 기업들이 이 점에 주목할 것으로 예상됩니다.

진세파이낸스는 암호화폐 및 블록체인 산업에 대한 최신 소식을 가장 빠르게 제공하는 일일 뉴스 게시판 "진세 오전 8시 뉴스(Jinse at 8 AM)" 3232호를 발행했습니다.

바이낸스 해킹 사태가 단기적인 충격인지 장기적인 위협인지를 판단하기 위해서는 바이낸스의 사업 모델, 기업 문화, 가격 책정 방식을 분석해야 합니다.

진세 파이낸스가 AI, DeFi, DAO, NFT 및 메타버스에 대한 최신 소식을 가장 빠르게 제공하는 "진세 웹3.0 데일리"를 출시했습니다.