AI 기업들은 반도체 주식과 업계 최대 기업들의 주가가 시장에서 급락하는 와중에도 확장을 위한 자금 조달을 위해 기록적인 규모의 차입을 하고 있습니다.

According to Jin10, S&P Global Market Intelligence Chief Economist Joe Hayes said France's economy is showing signs of fragility. Political instability is not new for French businesses, but their concerns about the short-term economic outlook are now at their highest level since 2013, except for the first months of the COVID-19 pandemic. Hayes said uncertainty remains elevated as next year's presidential election approaches. Service-sector price pressures have eased: prices charged rose only slightly, at a much slower pace than in September. By contrast, manufacturing inflation accelerated further, suggesting that the cost pass-through from the global energy crisis is so far mainly confined to goods rather than services.

Indian officials said the US midterm election results eased some pressure over trade tensions but added uncertainty to an already fragile relationship, according to Bloomberg.

Block Inc. (XYZ) added 120 bitcoin in the third quarter, bringing its total holdings to 9,237 BTC. According to Odaily, Bitcoin Treasuries said on X that Block ranked 14th on the Bitcoin 100 list.

According to Jin10, Italy's services PMI was 52 in October, compared with a forecast of 51.5 and a previous reading of 51.7.

Sweden's Riksbank raised its policy rate by 25 basis points to 2%, in line with economists' expectations and marking its first increase since 2023. According to Sina Finance, the bank said in its policy statement that the rate could rise further over the next year if the outlook for inflation and economic activity remains unchanged, consistent with its September rate forecast. The bank said stronger economic activity and rising costs caused by supply disruptions mean inflation is expected to continue climbing.

India is directing coal producers and railway officials to triple power plant coal stocks before next summer. According to Sina Finance, the Coal, Power and Railways ministries set a target of increasing inventories from about 18 million tonnes to at least 55 million tonnes by March, the end of the current fiscal year. Sources said the target is roughly equivalent to stock levels at the same time this year. Coal shortages in recent months have contributed to power cuts and higher energy costs. Weak hydropower output and heat-driven electricity demand have strained the grid, while Coal India’s priority supply to power plants has tightened fuel availability for factories. Stocks have slowly recovered over the past two weeks as temperatures eased, but they still cover only about six days of consumption, a five-year low. Disruptions such as Cyclone Anob last month have added to the challenge of preparing for summer. India generally requires power plants to hold about three weeks of coal, though standards vary; nearly half of plants have less than a quarter of their required reserves. The government aims to avoid power shortages ahead of elections in several key states in the first half of next year, including Uttar Pradesh. Coal India said its shipments hit a record last month, surpassing the previous March record, with more than 80% going to grid-connected power plants. Its October output was also the highest for that month. Indian Railways increased the number of rail cars deployed by 20% year over year in October, and the Power Ministry wants capacity to rise a further 7% by March. Improved supply and lower demand have helped stabilize electricity in states including Chhattisgarh, where industrial outages occurred last month, but power plants’ priority access has reduced supplies for other coal users. Rajiv Agarwal, secretary-general of the Association of Captive Power Producers of India, said contracted coal can take months to arrive, forcing companies to buy at high prices in spot auctions or purchase electricity from the grid. He said worsening smog in northern India could disrupt rail transport and tighten supplies further. Vijay Kumar, secretary-general of the Indian Newsprint Manufacturers Association, said coal supplies to newsprint producers had improved only slightly. He wrote to Prime Minister Narendra Modi last month asking him to intervene and reduce coal allocations to power plants.

Copper fluctuated as the dollar weakened after Democrats won control of both chambers of Congress in the U.S. midterm elections, an outcome seen as a rebuke to U.S. President Donald Trump. According to Sina Finance, the London benchmark three-month copper contract pared its losses after touching its lowest level since August and was little changed at about $14,000 per metric ton. A weaker dollar supported commodities. Copper has been volatile this year, reaching a record high in September before retreating in recent weeks. Concerns that AI-related spending could weigh on stocks have raised worries about global growth. After the election, traders are focusing on Donald Trump's possible move to impose tariffs on refined copper imports, a risk that has already prompted large volumes of copper to flow into the United States.

A senior private-sector coalition that works with the government on economic and trade policy said Thailand's vehicle production could reach 1.55 million units in 2027, about 7% above this year's expected level. According to Sina Finance, Thailand's cabinet raised the excise tax on imported battery electric vehicles to 35% from 10%, and on extended-range electric vehicles to 35% from 15%, on November 3; the changes take effect on January 1, 2027, to encourage local manufacturing and develop domestic supply chains. The Federation of Thai Industries' automotive club cut its 2026 production target to 1.45 million vehicles from 1.5 million. Production rose 0.39% year over year to 1,080,030 vehicles in the first nine months of this year. The Joint Standing Committee on Commerce, Industry and Banking said Wednesday that the tax measure would support the automotive industry, which accounts for about 10% of Thailand's GDP, employs more than 800,000 people, and supports over 3,000 small and medium-sized enterprises. The committee also said the policy could attract foreign investment in next-generation vehicle manufacturing and research and development.

Alchemy Pay has received a money transmitter license (MTL) from the Mississippi Department of Banking and Consumer Finance. According to Foresight News, the license brings the number of U.S. states where the crypto payments provider holds MTLs to 20, while applications in several other states remain under review. Alchemy Pay said the expanded licensing supports its fiat-to-crypto and crypto-to-fiat services and the development of its stablecoin plans and Alchemy Chain, a stablecoin-focused Layer 1 blockchain. Any future stablecoin issuance would remain subject to applicable regulatory requirements.

주말 동안 유럽연합(EU)의 한 금융기관에서 1억 3300만 달러 이상의 암호화폐가 도난당했으며, 대부분은 크라켄, 크립토닷컴, OKX 계정을 통해 인출된 후 다른 암호화폐로 교환되어 이동된 것으로 알려졌습니다. ZachXBT는 피해 기관이 프랑스 은행인 크레디 뮤추엘 아르케아(Credit Mutuel Arkea)일 가능성이 높다고 밝혔으며, 크라켄 측은 해당 계좌들을 동결하고 수사 당국과 협력하여 자금 회수를 진행하고 있다고 전했습니다.

민주당 후보들은 신규 건설을 중단하는 데 더 적극적인 반면, 전기 요금 및 송전망 비용 규제는 초당적인 지지를 받고 있습니다.

바이낸스에서 발생한 63억 6천만 달러 규모의 도난 사건의 핵심은 개인 키 유출이 아니라 서명 시스템에서 50건의 EIP-7702 위임 권한에 서명한 것이었습니다.

민주당이 상원 다수당 지위를 되찾으면서 AI 데이터 센터, 암호화폐, 연방준비제도 독립성, 청정에너지와 같은 분야의 정책 전망이 변화하고 있습니다.

비트코인의 4년 주기 반감기만이 유일한 시간 척도는 아닙니다. 75개월이라는 기간도 시장 전환점을 테스트하는 장기적인 기준으로 활용될 수 있지만, 가격 구조를 통해 확인되어야 합니다.

쉬밍싱은 CZ를 직접적으로 비판하는 장문의 기고문을 발표하며, CZ가 인터뷰에서 책임을 회피하고 기존 은행들을 탓했으며, 산업 안보는 단순한 홍보성 발언으로 전락해서는 안 된다고 주장했다.

해킹으로 바이낸스의 핫월렛에서 약 63억 달러가 탈취되었으며, 한국 금융감독당국은 국내 거래소들에 보안 강화와 고객 자금의 오프라인 보관 확대를 지시했습니다. 또한 콜드월렛 최소 보유량을 현재 80%에서 최대 99%까지 상향 조정하는 방안을 검토 중인데, 일부 소규모 거래소들은 이로 인해 출금 속도가 느려질 수 있다고 우려하고 있습니다.

정체가 밝혀지지 않은 유럽연합(EU) 소속 기관이 여러 중앙 집중식 암호화폐 거래소에 분산 보유한 계좌에서 1억 6백만 달러 이상을 횡령한 혐의를 받고 있습니다. 이는 해커들이 업계 최대 규모의 해킹 사건 중 하나로 바이낸스에서 수십억 달러를 훔쳐간 지 불과 며칠 만에 발생한 일입니다.

본 연구는 토큰화된 주식의 가격이 기초 자산 대비 어떻게 변동하는지, 그리고 시장 분열 문제를 살펴본다.