European defense stocks slid after the Democrats’ landslide midterm-election win dented expectations for a further ramp-up in US military spending, according to Bloomberg.

달러 스테이블코인은 워싱턴의 전략적 수출품으로 여겨져 왔지만, 수억 명의 사용자 요구를 충족하는 온체인 유통 네트워크는 이미 시장에 의해 구축되어 있습니다. 네이티브 발행은 달러 코인 생산의 기본 경로입니다.

Circle has completed the genesis minting of 10 billion ARC tokens for its Arc network and plans to transition the network to proof-of-stake (PoS) in 2027. According to Odaily, Circle is the first publicly traded company to mint a network token for a new Layer 1 blockchain; ARC is intended for network security, utility and governance. Arc’s public mainnet launched on September 16, attracting more than 100 institutions and ecosystem builders on its first day and integrating USDC natively. Future development will focus on PoS, privacy and scalability. The Arc developer community has more than 75,000 Arc House members and 10,000 Architect ambassadors. More than 1,200 projects were built during the private mainnet phase.

Circle Internet Group (NYSE: CRCL) reported third-quarter revenue and reserve income of $865 million, up 17% year over year. Adjusted EBITDA rose 85% to $317 million. Both figures were lifted by $182 million in revenue from the presale of ARC, the native token of Circle’s new Arc blockchain. Net income from continuing operations rose 5% to $226 million.Circle also said Binance has made a $100 million equity investment in the company and renewed and expanded its partnership to promote USDC across Binance’s global platform, with a focus on emerging markets.Token Presale Drives Revenue GrowthOther revenue rose 627% to $207 million, almost all of it from the ARC presale. Excluding the presale, total revenue was about $683 million, down about 8% from a year earlier.Reserve income, Circle’s main revenue source, fell 8% to $658 million. The reserve return rate fell 61 basis points to 3.5%, which more than offset 8% growth in average USDC in circulation, to $73.3 billion.Distribution, transaction and other costs fell 8% to $412 million. That pushed revenue less distribution costs up 55% to $453 million and lifted the margin on that measure to 52%, from 39%. Operating expenses rose 16% to $245 million. The quarter also included restructuring costs from a workforce reduction of about 5%.USDC Circulation Flat, On-Platform Holdings Up 36%USDC in circulation was $73.9 billion at the end of September, unchanged from a year earlier, and its share of the stablecoin market slipped to 27%. USDC held on Circle’s platform rose 36% to $13.9 billion. Circle reported $104 billion in USDC minted and $104 billion redeemed during the quarter. It put onchain USDC transaction volume at $13.9 trillion, up 49%.Arc Mainnet Launch and Tazapay DealCircle launched Arc on public mainnet on September 16 with more than 100 institutional and ecosystem builders, and completed the genesis mint of 10 billion ARC tokens. It said it is the first publicly traded company to mint a network token for a new layer-one blockchain. Arc plans to move to proof of stake in 2027.Circle agreed to buy Tazapay, a Singapore-based cross-border B2B payments platform with more than $25 billion in annualized payment volume. The deal is expected to close in 2027, pending regulatory approval. Annualized payment volume on the Circle Payments Network reached $41.3 billion.Other partnerships announced in the quarter include:Visa moved Visa Direct stablecoin prefunding into commercial deployment.Samsung Wallet enabled USDC transfers to bank accounts in more than 60 countries.Tereina, which is backed by SAP, is integrating USDC and EURC into the SAP ecosystem.Circle became a Principal Partner of Chelsea FC.Full-Year Guidance KeptCircle left its guidance unchanged. It expects USDC circulation to grow 40% a year through the cycle. For 2026, it forecasts other revenue of $310 million to $330 million, an RLDC margin of 41.7% to 43.7%, and adjusted operating expenses of $570 million to $585 million.

Deloitte Access Economics says a surge in new data centers is amplifying Australia’s massive construction program and adding to inflationary forces. It estimates investment will be double the mining boom of more than a decade ago, according to Bloomberg.

According to Jin10, Mizuho Bank lowered its price target for AMD from $705 to $610.

중간선거 이후 암호화폐 업계는 민주당의 장악, 주요 동맹의 상실, 그리고 워싱턴으로부터의 새로운 강도 높은 감시라는 위기에 직면해 있습니다.

India approved a plan to absorb more short-term military recruits by extending conscripts’ tenure and offering a path to permanent employment, Bloomberg reported. Border tensions with China and Pakistan continue to pressure the country’s defense establishment.

OpenAI will acquire developer tools startup Pierre Computer, whose technology has been integrated into its Codex code-generation model. According to ChainCatcher, citing Axios, the acquisition puts OpenAI among the companies challenging Microsoft-owned GitHub as AI agents take on more programming work.

스페인 축구 선수 헤수스 데 미겔의 이름과 사진을 이용한 밈코인이 그의 사망 직후 유포되기 시작하면서 암호화폐 거래자들 사이에서 분노를 불러일으켰고, 급속도로 성장하는 토큰 시장에서의 투기 윤리에 대한 의문을 다시금 제기했다.

트론 창립자 저스틴 선은 월드 리버티 파이낸셜(World Liberty Financial)과의 법적 공방을 강화하며, 캘리포니아 연방 법원에 트럼프 일가가 투자한 이 암호화폐 벤처 기업에 대한 제재를 요청했습니다. 그는 월드 리버티 파이낸셜이 아랍에미리트(UAE) 소유권 관련 정보를 늦게 공개함으로써 법원의 소송 관할권을 약화시킬 수 있다고 주장했습니다.

민주당이 상하 양원을 모두 장악하면서 암호화폐 업계에 기부된 6,300만 달러의 정치 자금이 물거품이 되었습니다. 인공지능과 데이터 센터에 대한 규제 강화로 인해 시장은 일시적으로 하락세를 반전시키고 상승했습니다.

BitMart는 2026년 11월 2일에 해킹을 당했다고 인정했으며, 거래소와 연결된 지갑에서 약 39만 1천 달러가 인출되어 Mercado Bitcoin 공격에 사용된 주소로 전송된 것으로 알려졌습니다. Mercado Bitcoin 역시 같은 날 수천만 달러의 손실을 입었으며, BitMart 설립자는 두 사건 모두 동일한 해킹 그룹의 소행이라고 보고 있습니다.

민주당이 상하 양원 모두에서 다수당 지위를 되찾으면서 러시아에 대한 제재 완화를 위한 두 가지 법안이 청문회와 입법 심의를 거치게 되지만, 법적 틀은 크게 변하지 않을 것으로 보인다.

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

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.