US inflation data will set the tone for crypto markets in the week starting November 9. October’s consumer price index (CPI) is due Tuesday, a month after a gasoline-driven 0.6% monthly jump pushed annual inflation to 3.7%, its highest since May.Economists polled by FactSet expect a smaller 0.2% rise in October, while ING expects 0.3%. Hotter-than-expected readings would strengthen the case for higher interest rates, which make risk assets such as crypto less attractive. Fed funds futures already price about an 80% chance of a December rate hike, according to LSEG.CPI and PPI Headline the Macro CalendarUS CPI (Tuesday, November 10, 13:30 UTC): forecast +0.2% month over month, after +0.6%. Annual inflation was 3.7% in September and core inflation 2.6%.US PPI (Friday, November 13, 13:30 UTC): producer prices rose 1.3% month over month and 6.3% year over year in September, the biggest annual gain in more than three years.US jobless claims (Thursday, November 12, 13:30 UTC): previous reading 189,000.Fed Vice Chair for Supervision Michelle Bowman speaks on the economic outlook on Tuesday at 20:30 and 23:30 UTC. US bond markets are closed on Wednesday for Veterans Day, while stock markets stay open.Outside the US, the UK publishes its first estimate of Q3 GDP on Thursday and the eurozone its Q3 flash GDP on Friday. Japan’s preliminary Q3 GDP follows on November 15.USDC Comes Under EU Banking SupervisionFrom November 12, the European Banking Authority takes over supervision of USDC’s own funds, reserve assets, liquidity, and recovery and redemption plans, after classifying it as the EU’s first significant e-money token.Also in crypto:Elysium mainnet (November 9): Kinetiq launches Elysium, a general-purpose layer-2 network for the Hyperliquid ecosystem.OUSD demo (November 12, 17:00 UTC): Open Standard hosts an OUSD payments demonstration and livestream from San Francisco.Crypto Miners and AI Cloud Firms Report EarningsCompanyDateTimingEPS estimateSharplink (SBET)Nov 9Pre-market−$0.01MARA Holdings (MARA)Nov 9Post-market−$0.09Exodus Movement (EXOD)Nov 9Post-market−$0.21Trump Media & Technology (DJT)Nov 9Post-market—Bitdeer Technologies (BTDR)Nov 10Pre-market−$0.33CoreWeave (CRWV)Nov 10Post-market−$1.53DeFi Development (DFDV)Nov 11Pre-market−$0.17Figure Technology (FIGR)Nov 12Pre-market$0.31Nebius (NBIS)Nov 12Pre-market—Cisco (CSCO)Nov 12Post-market—HIVE Digital also reports after the US close, with an EPS estimate of −$0.11.CoreWeave and Nebius are closely watched after last week’s selloff in AI stocks. Their results will test how much demand remains for AI computing capacity.

Alphabet's drone-delivery unit Wing plans to invest up to $125 million over the next two years to build a new factory, addressing rapidly growing demand for on-demand delivery. According to Sina Finance, the 15,000-square-foot facility in Fort Worth, Texas, will be capable of producing tens of thousands of drones annually and creating up to 100 manufacturing jobs. The factory will support Wing's U.S. delivery expansion. Wing has already entered five metropolitan areas, including Dallas-Fort Worth, Atlanta, and Houston, and aims to expand to nearly 20 U.S. markets by 2027 through its partnership with Walmart. Competitor Zipline announced last week that it was expanding its Walmart partnership and had completed a new funding round, bringing its valuation to $21.5 billion, double its level earlier this year.

According to Jin10, the French 10-year government bond yield fell to its lowest level since September 25, at about 4.69%.

虚拟币换汇涉刑早已不是新鲜事，本文梳理中国内地、香港特区与美国三地的刑事规制逻辑与典型案例。

维塔利克把ETH的价值论证从手续费销毁转向价值存储，但销毁并不构成估值地板，ETH与比特币的价值存储逻辑也不是一回事。

民主党重掌国会后，预测市场从高光时刻转为监管靶心，真正的变量仍在最高法院。

形象成为资产，形象出问题就是资产出问题。董事会要回答的不只是一个人的去留。

婚外情调查叠加“关键人物风险”，支撑AI行情的核心叙事正被重新定价。

从2018年的“加密宿醉”到今天的链上定价，英伟达与币圈这笔账算了九年还没算完。

真正让英伟达董事会启动调查的不是婚外情本身，而是芯片禁令执行中可能存在的越界；11月17日财报与18日国会听证是关键节点。

超大规模云厂商把新云当作表外产能载体：长期合约压低算力定价溢价，资本开支与执行风险被移出主体，但风险并没有消失，只是换了持有者。

人民银行首次以 Solana 为样本，把虚拟货币推广与技术服务一同定性为非法金融活动，公链入境的边界被案例化。

神鱼给自己定的目标是今年烧掉1000亿Token，结果一个月就完成了；他说AI不只提效，还重塑了他的MBTI。