Ethereum developers are urging core developers to halt the Glamsterdam upgrade, warning that planned gas changes under EIP-8037 could break immutable smart contracts and leave user funds stuck. The backlash includes objections from Curve Finance’s founder and an Ethereum Foundation board member, while an advocate reversed his call for activation “asap,” according to BeInCrypto. In October, developers delayed a Glamsterdam test on the Hoodi testnet after researchers flagged risks; core developers now face pressure to publish more data before mainnet.

Nintendo investors are watching whether The Legend of Zelda: Ocarina of Time can lift Switch 2 demand this holiday season. Shares fell more than 40% over the past year and Switch 2 sales plunged 41% year over year, according to BeInCrypto; operating profit dropped 16% to ¥73.9 billion, missing expectations. Nintendo kept its 16.5 million-console annual target after selling 6.49 million in the first six months, leaving another 10 million to sell before March 2027. The Zelda remake launched November 5; President Shuntaro Furukawa called its start “very strong,” while Citi sees potential to spur console purchases. Software sales rose 18.8% in the first half, but rising memory-chip costs pressure margins; the U.S. price rose to $499.99 in September.

Leveraged ETFs sold $57 billion of US stocks on November 5, the largest amount since data began in 2007, according to Morgan Stanley’s derivatives team. The selling came as hedge funds cut leverage sharply and retail investors sold heavily in the first hour and a half of trading.The Nasdaq fell about 5.5% that day.Leveraged ETF Selling Hits a RecordLeveraged ETFs are funds that aim to deliver a multiple of an index’s daily move. When markets fall sharply, they must sell at the end of the day to rebalance. On November 5, that selling added $57 billion of supply to the US stock market, the most in data going back to 2007.Hedge Funds Cut Leverage at One of the Fastest Rates Since 2010Net leverage at US long-short hedge funds fell by 5 points in a single day, the fifth-largest one-day decline since 2010, according to Morgan Stanley. Net leverage now sits in the bottom 10% of its historical range.Since June, active selling by long-short funds has cut their exposure by the equivalent of 10.7% of their end-June holdings, the largest reduction in at least 10 years.AI Still Makes Up 32% of Hedge Fund ExposureHedge funds are underweight AI stocks relative to their share of the market, but AI stocks still account for 32% of their absolute exposure, Morgan Stanley said. The bank defines AI stocks using its MSXXAI index, which covers:Companies that benefit from AI technologyAI-related power companiesMajor hyperscale cloud providersRetail Investors Sold EarlyRetail investors’ selling of US stocks in the first 90 minutes of trading on November 5 was the second-largest since 2016, according to estimates by Morgan Stanley’s Quantitative and Derivative Strategies team based on public data.Rising Correlations Signal Broader Risk-CuttingMorgan Stanley also noted that stocks are starting to move more closely together. Rising correlations typically signal that risk-cutting is spreading more broadly across the market.

A truck carrying a $11.4 million Nvidia shipment, along with its driver, disappeared while transporting the goods from Oakland, California, to Fort Worth, Texas. According to Sina Finance, Oakland police said on November 4 that the shipment consisted of six pallets of Nvidia chips and related hardware, picked up in Oakland on August 29 by a truck bearing a food transport company’s logo. The truck made several stops lasting hours as it traveled south, and police lost track of it in San Bernardino County, California. The missing shipment was discovered in early September and reported to police. Investigators said the theft may have been carried out by an experienced theft ring. No suspects have been arrested, and the shipment’s whereabouts remain unknown.

Inflation-related terms came up 820 times on S&P 500 earnings calls in October, the highest monthly count since February 2024, Bloomberg reported on November 8. The rise reflects growing company concern about higher costs and weakening consumer confidence.The pace has picked up this month. One week into November, inflation mentions on earnings calls had already passed the total for all of November last year.Incomes Lag Behind PricesBloomberg Economics analysts said the latest personal income and spending data show inflation rising, while income growth has failed to keep pace with prices.Higher Oil Lifts Costs for CompaniesHigher oil prices have pushed up the cost of key raw materials such as fuel, fertilizer and plastic resin, according to Bloomberg. That is raising costs for airline operations and product packaging.General Motors expects higher prices for commodities, logistics and memory chips to cost it about $2 billion this year.Banks Flag Pressure on CustomersEven banks, usually better protected from rising costs, are talking about inflation more. Wells Fargo CEO Charles Scharf said persistent inflation and high interest rates are a headwind, and that the longer they last, the greater the pressure on consumers and corporate clients is likely to be.CPI Data Due TuesdayThe report comes ahead of US October CPI data on Tuesday, November 10, at 13:30 UTC. ING expects headline and core CPI to rise 0.3% month over month. Fed funds futures price about an 80% chance of a December rate hike, according to LSEG.

Gabon is seeking $2 billion to revive the long-stalled Mabounié niobium and rare-earth project through a proposed development involving Emirati-backed New Energy Metals and Chinese engineering group ENFI, according to Bloomberg.

US inflation data and AI earnings will set the tone for markets in the week of November 9, after October’s strong jobs report strengthened bets on a Federal Reserve rate hike in December. LSEG data shows fed funds futures pricing about an 80% probability of a December hike, with markets expecting two more 25 basis point hikes in this cycle. The US added 165,000 jobs in October, and unemployment fell to 4.1%. CPI and PPI Are the Week’s Key Data October CPI: Tuesday, November 10, at 13:30 UTC (8:30 a.m. ET). ING expects headline and core CPI to rise 0.3% month over month, which it says would keep a December hike highly likely.October PPI: Friday, November 13, at the same time. Nick Rees, head of macro research at Monex, said markets will likely have almost fully priced in a 25 basis point hike by the December meeting. The exceptions would be an October CPI reading well below forecasts or a clearly weak November jobs report, due on December 4. Four Fed Officials Are Scheduled to Speak Fed Governors Christopher Waller, Michelle Bowman and Michael Barr and Vice Chair Philip Jefferson will speak or take part in discussions during the week. Markets will watch for signals on whether the Fed will raise rates again in December. AI Earnings and Anthropic’s Roadshow Three tech earnings reports land this week: CoreWeave reports Q3 results after the US close on Tuesday, November 10.Nebius reports before the US open on Thursday, November 12.Cisco reports fiscal Q1 2027 results after the close on Thursday, November 12. Together with Anthropic’s IPO roadshow, the reports form what market commentary calls a “double stress test” for AI assets. Anthropic could launch its formal roadshow as early as this week, although Reuters reported on November 6 that potential investors doubt the timeline can hold after the AI selloff. Strategists Say a Bottom Is Not Yet Confirmed Some strategists say last week’s decline isn’t enough to confirm a market bottom. Bob Lang, chief options analyst at Explosive Options, noted that the CBOE put/call ratio rose to 1.2 on Thursday, twice its 0.6 average. He said similar readings need to repeat to confirm the selling has run its course. Jay Woods, chief market strategist at Freedom Capital Markets, wants to see the VIX rise above 30 to confirm a true panic selloff. The index was around 24 on Friday. Woods said US stocks may already have hit their high for the year. He is bullish on Micron, Nvidia and the semiconductor sector but favors buying gradually rather than all at once. US, Russia and Ukraine Hold Talks in Abu Dhabi US, Russian and Ukrainian officials plan to hold working-level talks in Abu Dhabi on November 10 and 11. Ukrainian presidential chief of staff Kyrylo Budanov said he does not expect a breakthrough, but called the return to face-to-face meetings a step forward.

According to ChainCatcher citing the Financial Times, Anthropic agreed in late September to spend $3.4 billion on a commitment to purchase 1.7 gigawatts of heavy-duty generators from OnePWR Solutions, a San Antonio, Texas-based equipment supplier. The deal also includes engineering and construction capabilities to install the generators; Anthropic did not acquire OnePWR, and no OnePWR employees joined the AI company. OnePWR had ordered the generators from Caterpillar two years ago but needed financing to complete the deal. Anthropic initially planned to buy from OnePWR, then chose to take over its order with Caterpillar.

Dự đoán, Tiền điện tử, Thị trường tiền điện tử, Cơ hội bị đánh giá thấp trên thị trường tiền điện tử: Tỷ lệ phí tài trợ có thể được giao dịch riêng biệt (Golden Finance) - Hầu như mọi giao dịch tiền điện tử đều ẩn chứa một giao dịch khác bên trong.

Các nhà phân tích tin rằng hợp đồng giữa SpaceX và Anthropic có chứa điều khoản "thoát hiểm hai chiều trong vòng 90 ngày" - nếu nguồn cung năng lực tính toán trở nên khan hiếm, Musk có thể định giá lại năng lực tính toán lên gấp 2-3 lần giá hợp đồng ban đầu, trực tiếp quyết định số phận của Anthropic và tương lai của toàn bộ lĩnh vực trí tuệ nhân tạo.

Với việc công bố kết quả từ nhiều cuộc trưng cầu dân ý và bầu cử địa phương trên khắp Hoa Kỳ vào tháng 11, sự phản đối của công chúng đối với việc mở rộng các trung tâm dữ liệu AI đã đạt đến mức chưa từng có, với 76% cử tri được khảo sát bày tỏ rõ ràng phản đối việc xây dựng các trung tâm dữ liệu trong cộng đồng của họ trong các cuộc thăm dò ý kiến ​​sau bầu cử.

Đối với nhiều người làm việc trong ngành công nghiệp tiền điện tử, mối lo ngại thực sự có thể nằm ở một khía cạnh khác: vì các chính sách trong nước đã cấm rõ ràng các hoạt động khai thác tiền ảo, liệu việc mua máy khai thác ở Trung Quốc và xuất khẩu chúng sang các trang trại khai thác ở nước ngoài cũng bị coi là buôn lậu hay không?

Nomura tin rằng "làn sóng xanh" sẽ làm chậm quá trình xây dựng các trung tâm dữ liệu của Mỹ thông qua việc siết chặt các quy định, từ đó làm giảm giá chip AI toàn cầu và giảm bớt khó khăn cho các công ty Trung Quốc trong việc mua GPU và HBM cao cấp, điều này nhìn chung có lợi cho nền kinh tế AI của Trung Quốc.

Các hạn chế của Bộ Tài chính Hoa Kỳ đối với MEXC bắt đầu từ việc chuyển tiền của ngân hàng này với các tổ chức tài chính của Hoa Kỳ.

Với việc thiết lập khung pháp lý, tỷ lệ các sản phẩm được niêm yết độc quyền/lần đầu ra mắt tại Hàn Quốc đã giảm đáng kể.

Làn sóng biểu tình đã lan rộng từ Scotland sang Tây Ban Nha, với 2.000 người cùng lúc tập trung tại Dublin và 1.300 người tại Helsinki chỉ trong một ngày, và các cuộc đụng độ và bắt giữ đã nổ ra ở Amsterdam.

Tuần này, 14 công ty khởi nghiệp blockchain đã huy động được 43,5 triệu đô la. Uranium Digital đã huy động được 16,5 triệu đô la trong vòng gọi vốn Series A, đây là vòng gọi vốn lớn nhất trong tuần này.

Từ lịch sử buôn bán linh hồn người chết của Nga vào thế kỷ 19 đến công nghệ nhận dạng mống mắt và dấu vân tay trên toàn thế giới, trong thời đại làm giả bằng trí tuệ nhân tạo tràn lan, việc chứng minh sự tồn tại của một con người thực sự đang trở thành một công nghệ kinh tế với một cái giá rõ ràng.