민주당의 중간선거 압승은 머스크의 47억 달러 규모의 정치적 도박을 물거품으로 만들었고, 테슬라와 스페이스X의 주가는 폭락했다. 텍사스 주 정부의 교체는 이미 어려움을 겪고 있던 데이터 센터 및 정부 계약 시장에 더욱 악영향을 미쳤다.

According to Jin10, Bank of England Governor Bailey said AI accounted for slightly less than one-fifth of recent GDP growth.

Anthony Scaramucci said U.S. President Donald Trump’s crypto business interests and memecoin launches undermined support for the CLARITY Act, contributing to the bill’s failure to advance. According to Cointelegraph, Scaramucci made the remarks during an interview at SALT London, saying the launches shortly before Trump’s January 2025 inauguration weakened bipartisan momentum for crypto regulation after the 2024 election. Asked whether the memecoin activity was the sole reason the bill did not pass, Scaramucci called it the “singular reason” and said Democrats who had become more receptive to crypto regulation withdrew their support following the launches. The Senate failed to advance the CLARITY Act on Sept. 15, when a procedural motion received 49 votes in favor and 50 against, short of the 60 votes required. The bill sought to establish a federal regulatory framework for digital assets. Its consideration also involved disagreements over ethics provisions restricting government officials’ crypto interests and concerns about potential conflicts of interest related to Trump’s crypto holdings. Scaramucci said both sides shared responsibility for the bill’s failure, pointing to proposed ethics restrictions that lawmakers wanted to strengthen and the White House opposed. He said lawmakers were “trying to put real teeth into the ethics provision,” adding that the White House did not want to sign it. In July, five Democratic senators called for hearings into Trump’s crypto holdings and potential conflicts of interest, while House Financial Services Committee Chair French Hill acknowledged that Trump’s crypto businesses had complicated efforts to pass legislation. In August, consumer advocacy group Public Citizen estimated investors had incurred at least $4.7 billion in largely unrealized losses across Trump-related crypto ventures, including $3.2 billion associated with the Official Trump (TRUMP) memecoin. The group also said Trump earned $635 million in memecoin licensing fees in 2025, citing his financial disclosure. Despite the setback, Scaramucci said the SEC’s approach under Chair Paul Atkins could help tokenization reach “escape velocity,” making the industry difficult for a future SEC chair to stop or slow. He said it was too early to know whether adoption would reach that point before the next administration.

U.S. midterm election results could widen a K-shaped divide in the AI sector as tighter data-center oversight slows new projects. According to Sina Finance, Nomura Securities said Democratic victories in several governors’ races could bring stricter reviews, while JPMorgan’s James Sullivan said limits on new compute supply could raise the value of existing capacity. In Texas, governor-elect Gina Hinojosa proposed a statewide pause on approvals for new data centers; projects already under construction may be exempt, according to reports. On Wednesday, as markets digested the election results, Microsoft and Amazon shares rose more than 6%, while CoreWeave (CRWV) fell about 10%. Micron and Nvidia declined 7% and 3.17%, respectively. Sullivan, JPMorgan’s co-head of global fundamental research and managing director, said Thursday on Asia Squawk Box that differences in borrowing costs were a central factor in the share-price divergence. He said neocloud credit spreads had widened substantially, leaving their incremental capital costs well above those of hyperscalers, which have more diversified customer bases and revenue streams. He described the market’s polarization as reflecting a consensus that constrained new supply had sharply increased the value of existing compute capacity. The Business Times, citing BMI’s post-election analysis, reported that BMI warned a sharp cooling in data-center construction and AI investment could cause overall investment to fall more than markets expect. Nomura said projects planned for 2028 were more vulnerable to permitting delays and regulatory uncertainty, while many data centers scheduled to come online in 2027 were already under construction, limiting the near-term impact. It said tighter data-center regulation from 2028 could become a major headwind for AI investment. As credit markets tightened, investors questioned the outlook for neocloud providers. CoreWeave, Nebius and Iren, which have received investment from Nvidia, each fell at least 30% in October. CoreWeave’s five-year credit default swap spread surged above 1,100 basis points, sharply increasing the cost of hedging against its default risk. A JPMorgan Asset Management report dated October 20 said the ability to withstand construction delays and continue funding compute capacity under development would be a key dividing line. Hyperscalers have established cloud businesses and ample internally generated cash flow, while lower-rated neocloud providers are more exposed to borrowing costs, energy prices and refinancing conditions. The report said well-funded hyperscalers could have opportunities to acquire capacity at low prices or purchase assets if weaker operators are forced to scale back.

DeFi researcher Ignas said Polymarket’s move toward perpetual futures is unsurprising, as the prediction market’s trading volume has stagnated and its active wallet count, open interest and number of trades have declined. According to Odaily, these declines have occurred despite heightened interest in the U.S. midterm elections. Ignas said Polymarket’s users are mainly speculators and election-related trading volume is much lower than activity in sports and crypto markets. He said perpetual futures could help the platform generate more revenue from speculative users, but argued that Polymarket should focus on improving its prediction market product and leave perpetual futures to platforms such as Hyperliquid, Lighter and Variational. Ignas also said he is not currently including Kalshi in his data because of extensive wash trading on the platform.

연준은 금리를 동결했고, TGA 금리 인상으로 유동성이 소폭 경색되면서 비트코인 ​​가격은 77,900달러 선 부근에서 반복적으로 등락을 반복했습니다. ETF에서는 단 한 주 만에 순유출이 발생했고, 반등세는 현물 매수세의 뒷받침을 받지 못했습니다.

메르카도 비트코인(Mercado Bitcoin)은 약 4천만 달러의 손실을 입었습니다. 베오신 트레이스(Beosin Trace) 추적에 따르면 약 3천만 달러가 비트코인, 솔라나, 이더리움에 분산되어 있으며, 일부 USDC와 USDT는 이미 동결된 상태입니다.

워렌 버핏의 명언 "아무도 천천히 부자가 되고 싶어 하지 않는다"는 말은 저자에게 깨달음을 주었습니다. 100배 수익을 노리는 코인을 강박적으로 찾는 대신, 진정으로 이해하고 장기적으로 보유할 수 있는 자산을 찾는 것이 더 낫다는 것입니다.

홍콩 입법회는 2027년부터 암호화폐 거래 정보를 수집하고 2028년부터 파트너 관할 지역과 정보를 교환하는 CARF 법안을 통과시켰습니다. 한편, 한국은 암호화폐 소득세 도입을 2년 더 연기하여 2029년으로 미뤘습니다.

아칸소주는 칼시를 상대로 소송을 제기하며, 해당 예측 시장이 무허가 도박 사업을 운영하고 18세 청소년들이 스포츠 경기에 실제 돈으로 베팅하도록 허용하고 있다고 주장했습니다. 주 정부는 배상금, 벌금, 미납 세금 및 사업 중단 명령을 요구하고 있는 반면, 칼시는 자사의 계약이 연방 규제를 받고 있으며 주 도박법의 적용을 받지 않는다고 반박하고 있습니다.

태국은 외국인 관광객이 USDT와 USDC를 태국 바트로 환전하고 태국의 QR 결제 네트워크인 PromptPay를 통해 현지 상점에서 결제할 수 있는 디지털 지갑인 WORPT를 출시했습니다. 이 앱은 관광객 디지털 결제 규제 샌드박스에서 운영되며, 상점은 암호화폐가 아닌 일반 결제 시스템을 통해 바트를 받게 됩니다.

암호화폐 거래소 비트마트가 또다시 보안 침해를 당했으며, 창립자 셸던 샤는 플랫폼이 직원 유지, 내부 분쟁 및 진행 중인 구조 조정 과정으로 어려움을 겪는 가운데 보안팀의 인력이 "심각하게 부족하다"고 경고했습니다.

크레디 뮤추엘 아르케아(Crédit Mutuel Arkéa)는 해커들이 외부 서비스 제공업체의 플랫폼을 이용해 은행 계좌에서 부정 이체를 시도하는 사이버 공격을 받았다고 확인했습니다. 은행 측은 상황이 통제되고 있으며 고객에게는 손실이 없을 것이라고 밝혔지만, 최종 손실액은 확인하지 않았습니다.

앤트로픽은 클로드를 이용해 희귀 질환과 암 치료제를 개발하는 동안 6개월 만에 31억 7천만 달러에 달하는 마케팅 비용을 쏟아부었고, 스파이 행위를 방지하기 위해 직원들의 브랜드 상품 착용을 금지하기도 했습니다.