A cryptocurrency address with an 80% BTC trading win rate reduced its short position by about $9.38 million. According to Odaily, the address completed five BTC trades between October 2 and November 6, 2026; from 11:43 to 22:41 (UTC+8) on November 6, its short position fell from 175.04788 BTC to 51.5341 BTC, a net reduction valued at about $9.33 million. It still held a BTC short position worth about $3.91 million. The address is 0x469e9a7f624b04c24f0e64edf8d8a277e6bf58a5.

According to CNBC, John D. “Jay” Rockefeller IV, a former U.S. senator from West Virginia and healthcare advocate, died Friday at his home in Washington at age 89, the Washington Post reported. His family did not provide a cause of death. Rockefeller served five six-year Senate terms after being elected in 1984 and helped shape a 1997 program through which the federal government assists states in providing medical coverage for millions of uninsured children.

Companies in the Nasdaq Composite lost about $2.5 trillion in market value on November 5, as investors sold AI stocks over concerns that Democratic control of Congress could bring tighter oversight of the data center buildout. The Nasdaq fell about 5.5% that day.The selloff has put a spotlight on Anthropic’s planned initial public offering, expected to be the largest on record, with some prospective investors now questioning both its valuation and its timing.Stocks Rallied, Then ReversedUS stocks opened higher on November 4 after Democrats won control of both the House and the Senate, according to projections by NBC News and CNN. The Dow rose 1.9% at the open.The rally reversed the next day. Nvidia fell about 7% and Broadcom about 8% during the session, according to The National. The Invesco QQQ Trust closed November 5 at $647.05, down 9.55% over the week. More than 50 tech stocks in the S&P Composite 1500 fell 10% or more in the two days after the November 3 vote.The selling spread to crypto, where more than $1 billion in leveraged positions were liquidated over 24 hours, according to CoinGlass.What the Data Center Debate Is AboutThe fears center on data center policy. In March 2026, Sen. Bernie Sanders and Rep. Alexandria Ocasio-Cortez introduced a bill that would pause construction of new AI data centers nationwide until Congress passes federal AI safeguards covering workers, consumers, the environment and civil rights. Coverage of the bill has not shown support from Democratic leadership.Republicans have backed a different approach. The SANDBOX Act, championed by Sen. Ted Cruz, would let companies test AI under controlled conditions. The White House supports a single federal standard.UBS analysts estimated that around 30% of expected 2028 US data center capacity additions could be at risk if construction is paused.Is AI in a Bubble?Investors are split.The bear case:Independent research firm New Constructs values Anthropic at just $150 billion and called the IPO an “unprecedented test of investor gullibility.”Investor Michael Burry has also criticized the valuation.Keith Lerner, chief investment officer of Truist Advisory Services, described a “buyers’ strike in tech.”The bull case:Anthropic’s Q3 revenue rose to $17.0 billion from $1.4 billion a year earlier and grew 47% from Q2’s $11.6 billion. Its operating loss narrowed to $567 million, according to its amended filing.Axios reported in late September that OpenAI’s annual recurring revenue is approaching $70 billion.AI stocks also bounced in pre-market trading on November 6, with IREN up 18.25%, SanDisk up 10.17% and Micron up 8.30%.Anthropic’s IPO: What the Filings ShowAnthropic filed its public S-1 on October 26 for a listing on the Nasdaq Global Select Market under the ticker ANT. Goldman Sachs and Morgan Stanley lead a group of 22 underwriters. An amended S-1 filed November 2 added third-quarter results:Revenue of $17.0 billionAn operating loss of $567 millionCash of $146.6 billion as of September 30About $895.4 billion in purchase commitments and leasesThe filing still leaves the price range and share count blank.The offering is expected to raise up to $100 billion, according to reports. Anthropic’s last private valuation was $965 billion, in its May Series H round.Timing and Valuation Under PressureAnthropic is aiming to list in the week of November 16, according to Yahoo Finance. But three unnamed prospective investors said the roughly $1.5 trillion target valuation will likely need to come down. One suggested it could land closer to $1 trillion, and another raised the possibility of a delay. Investors had once expected as much as $2 trillion.Four people familiar with investor discussions said buyers doubt the roadshow can take place in time. Executives and advisers plan to meet in the coming days. Anthropic declined to comment.At $1 trillion, Anthropic would trade at about 15 times its annualized Q3 revenue, or about 22 times at $1.5 trillion.Signals to WatchA price-range amendment. The next confirmed signal will be an S-1 amendment setting the price range, which had not appeared on the SEC’s EDGAR database as of November 5.Policy detail. Investors will be watching for concrete statements from congressional leaders on data center rules once the new Congress is seated.The rebound. Whether AI stocks hold their November 6 pre-market gains will show if the selloff was a reset or the start of a deeper correction.

Elon Musk claimed Friday that SoftBank was defaulting on its turbine orders, but neither SoftBank nor any turbine maker has confirmed the claim. SoftBank’s five-year credit default swaps jumped 22 basis points to 466 on Friday, the widest level since October 2022, according to BeInCrypto. Musk did not identify a supplier or say SoftBank was defaulting on its bonds; investors have questioned how the group will fund its $64.6 billion OpenAI investment.

According to Jin10, White House National Economic Council Director Kevin Hassett said the policy is working and inflation is falling.

According to Jin10, St. Louis Fed President Alberto G. Musalem said current excess inflation stems from energy shocks and AI construction.

According to ChainCatcher, the Rotki founder said Gnosis Pay exposed his home address, bank card information and wallet-related data. A notification screenshot he shared said Gnosis Pay’s consumer card system was accessed without authorization on November 3 and that enterprise projects were not affected. Rotki is an open-source crypto portfolio tracker that lets users manage multichain assets, transactions and tax data locally. Gnosis Pay is a consumer payment card product in the Gnosis ecosystem that supports everyday payments through self-custodial wallets.

Menlo Ventures最新报告显示，美国企业开源模型支出中中国模型占89%，Kimi以61%居首。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的AI、DeFi、DAO、NFT和元宇宙行业新闻。

华尔街抛出橄榄枝，Hyperliquid为何冲高回落？本文拆解HYPE从97.9美元新高到跌逾19%背后的四重压力。

段永平说85%的大众根本不适合投资，而我认为至少有一半人不是在投资，是在赌博。

人民银行点名公链品牌推广违规，曼昆律师解读境内团队的活动与合规风险。

诺奖得主阿吉翁以熊彼特式增长范式拆解 AI 的增长效应，并给出政府在产业政策、教育、税收与国际合作上的四项新职能。

美股一夜蒸发3万亿美元，AI产业链遭遇暴力去杠杆，恐慌背后是数据中心审批与政策风险共振。

韩国交易所“仅本国首发”的上币占比已从2019年的85%降至2024年的9%，但首日成交偏薄正成为交易所的新难题。

英伟达用残值兜底、产能包销和股权投资为AI工厂制造融资能力，但3000亿美元表外承诺正把尾部风险集中到上游。

Alphabet 单日市值蒸发近 5000 亿美元，广告增速与搜索量首次背离；当 AI 代理替人比价下单，广告模式的根基正在松动。