Antipodes Partners portfolio manager Vihari Ross called Disney a “genuine value opportunity” amid AI and disruption, according to Bloomberg.

South Korean Finance Minister Lee Hyung-il said Friday that financial regulators would develop measures to ease volatility in the local stock market amid a prolonged sell-off in technology shares. According to Sina Finance, Lee said at an economic meeting that the U.S. midterm elections were an important turning point for the global economy and that the previous night's decline in U.S. stocks, affected by tighter regulation of AI-related sectors, would impact global markets. He said South Korea's economic fundamentals were stronger than ever and pledged to respond actively to external uncertainties. Shortly after the South Korean market opened, the benchmark KOSPI plunged more than 8% amid a sell-off in technology stocks, triggering a circuit breaker that halted trading for 20 minutes.

According to ChainCatcher, Floki said on X that it is investigating an exploit involving its bot services, which have been taken offline while the team works to protect remaining user funds and identify those affected. Affected users will be moved to new secure wallets, and remaining funds will be transferred to them. Floki advised users not to deposit funds into bot wallets until further notice. Users who exported their private keys and still have funds in their wallets should transfer them immediately to wallets they fully control. The team said it will not send users unsolicited direct messages or ask for seed phrases or private keys, and urged users to ignore anyone offering refunds or recovery services.

According to ChainCatcher citing Blockaid, a state root calculation bug in Ethereum execution clients Reth and op-reth affects some EVM blockchains, including multiple OP Stack chains. Unpatched nodes may stall during synchronization or return incorrect state proofs via eth_getProof. The issue is a client correctness defect, not a known attack, and no funds have been reported lost. Reth merged a fix on November 3. Patched versions include reth v2.10.0, op-reth v2.8.1, and Base node-reth v1.5.3. As a precaution, LayerZero paused off-chain infrastructure for some affected chains, delaying—but not losing—cross-chain messages. Some protocols also paused deposits or cross-chain routing. Blockaid advised node operators and RPC providers to upgrade promptly.

According to Jin10, the Nikkei 225 fell 6.72% intraday, dropping below 57,000, while Tokyo Electron and Advantest each fell 13% and SoftBank declined 14%.

According to Jin10, gold rose in Asian morning trading as risk appetite improved. Analysts at Australia and New Zealand Banking Group (ANZ) said in a report that hopes are growing that a Democratic-led U.S. Congress can fight inflation more effectively. The World Gold Council said central banks’ gold reserves increased by a net 321 tonnes in the third quarter. Goldman Sachs maintained a long-term positive view on structurally strong central-bank demand but lowered its year-end 2026 gold price forecast to $4,150 from $4,650, citing the impact on positioning of the Federal Reserve’s more hawkish turn in recent months. Spot gold was up 0.4% at $4,101.80 per ounce.

미국 중간선거 이후, 인공지능(AI)의 무분별한 확장에 반대하는 정치 세력의 부상과 기술 대기업들의 예상보다 저조한 실적, 그리고 데이터센터 건설을 둘러싼 불확실성이 겹쳐 월가의 AI 관련 주식 시장에서 역사적인 매도세가 발생했습니다. 나스닥의 시가총액은 단 하루 만에 약 2조 5천억 달러가량 증발했습니다.

Atlassian Corp. shares fell about 20% after the Australian software company’s quarterly revenue outlook failed to excite investors concerned about global tech valuations, according to Bloomberg.

Core Scientific expects to exit Bitcoin mining by the end of 2026 as it redirects its operations toward artificial intelligence and high-performance computing infrastructure. According to Cointelegraph, Chief Financial Officer Jim Nygaard said during the company’s Q3 earnings call on Thursday that Core Scientific expects to complete the wind-down in the fourth quarter and enter 2027 as a high-density colocation provider. The company previously disclosed in a July quarterly filing that hosted mining would end by Dec. 31, while it continued reducing its self-mining operations. Nygaard’s remarks set a target for completing the broader exit from Bitcoin mining. The company’s latest quarterly results show mining’s reduced contribution: self-mining revenue was $12.3 million in the third quarter, down from $57.4 million a year earlier, while revenue from hosting other miners fell to $5.2 million from $8.7 million. Combined, Bitcoin mining generated $17.5 million, or 7.5%, of Core Scientific’s $232.9 million in third-quarter revenue. Colocation services accounted for $215.4 million. Nygaard also said the company had nearly 50% fewer miners online at the end of September than at the end of 2025. Core Scientific’s expansion into AI hosting began in 2024, when it signed an initial hosting agreement with CoreWeave in March, followed by a substantially larger deal announced in June. The company initially described AI hosting as an addition to its mining operations, and its June 2024 announcement emphasized retaining Bitcoin mining capacity. By December 2025, The Wall Street Journal reported that Core Scientific was targeting a Bitcoin mining wind-down by 2028. Financial pressures on mining followed: the company recorded $266.5 million in mining-related asset impairments in the first quarter of 2026, citing weaker Bitcoin prices, historically low hashprice and lower secondary-market values for mining equipment. In the second quarter, it ended its mining equipment agreement with Block and Proto and recorded a $41.9 million loss as part of the transition. The planned exit comes amid heightened scrutiny of data-center expansion. Reuters reported Wednesday that opponents of data-center development were among the winners of the Democrats’ sweeping midterm gains. Concerns include electricity bills and the strain large facilities can place on local resources. Core Scientific was contacted for comment.

진세 파이낸스는 암호화폐 및 블록체인 산업에 대한 최신 소식을 가장 빠르게 제공하는 일일 뉴스 게시판 "진세 오전 8시 뉴스(Jinse at 8 AM)" 3234호를 발행했습니다.

인공지능, 사이버보안 및 산업 응용 분야에서 양측의 기술 및 자원 우위를 통합함으로써 첨단 기술 연구, 제품 혁신 및 산업 협력을 촉진할 것입니다.

중국자원 롱디 스마트 네트워크 보안과 GCSA는 인공지능 기반 사기 방지 및 위협 탐지에 중점을 둔 인공지능 및 네트워크 보안 연구 센터를 공동 설립했습니다.

레볼루트의 1,150억 달러 기업 가치는 결제, 구독 서비스, 그리고 국경을 넘나드는 유통망을 통해 뒷받침되는 반면, 누뱅크는 소비자 신용 대출과 탄탄한 지역 기반 구축을 통해 실질적인 수익을 창출합니다. 스테이블코인은 이 두 가지 성장 경로를 하나로 통합하고 있습니다.

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

GCSA는 자사의 생태계 제품 매트릭스를 공개했습니다. 사용자 수는 3억 8천만 명이며, 평가 성공률은 91.3%에 달하고, 보안 역량은 포괄적인 공동 방어 방향으로 발전하고 있습니다.

Circle의 3분기 매출 8억 6,500만 달러 중 1억 8,200만 달러는 ARC 토큰의 사전 판매 수익에서 발생했습니다. 이를 제외하면 주력 사업에서 발생하는 준비금 이자 수익은 전년 대비 감소하고 있습니다.

블록체인은 예측 시장, 무기한 계약, 스테이블 코인 등에서 제품-시장 적합성을 찾았지만, 가치는 모두 사용자를 통제하는 플랫폼에 돌아가고 블록체인 자체는 단지 통로일 뿐입니다.