According to the announcement from Binance, verified VIP users in eligible regions will be able to receive tier-based gifts by maintaining their VIP status during a 30-day campaign running from 2026-11-16 00:00 (UTC) to 2026-12-16 00:00 (UTC). Participants must hold VIP 1 or higher at the campaign’s start and remain at least VIP 1 throughout the period. Users who fall to Regular User status at any point will not qualify. **Campaign rewards:** Users whose lowest maintained level is VIP 1 or VIP 2 will be eligible for a Binance-branded bomber jacket and cap. Those who maintain VIP 3 through VIP 9 for the full period will qualify for a Binance-branded ski jacket and goggles. The reward tier is based on the lowest VIP level held during the campaign; for example, a user who spends part of the period at VIP 3 and the rest at VIP 2 will be assigned to the VIP 1–2 tier. VIP upgrades granted through vouchers or manual adjustments do not count. Users covered by the VIP Level Protection Program from 2026-11-03 00:00 (UTC) to 2026-12-02 23:59 (UTC) remain eligible. Binance says reward distribution and winner information will be sent by 2026-12-30. Eligible users will need to submit their shipping address and sizing information through the My VIP gifts page.

According to ChainCatcher, confidential AI infrastructure platform NEAR AI said an attacker exploited a vulnerability in its SGLang inference engine on November 8 to access part of its infrastructure. NEAR AI said it has closed the relevant access and fixed the issue. Affected users have been notified; users who were not notified do not need to take any action.

According to ChainCatcher, Infineon raised its data center sales forecast for fiscal 2027, projecting revenue of about €4 billion for the fiscal year ending in September. The company previously forecast €2.5 billion in revenue from AI data center power solutions. CEO Jochen Hanebeck said revenue and profitability are expected to grow significantly in fiscal 2027, with power chips among the main growth drivers.

Galxe announced that it will merge its team and brand into Gravity and gradually discontinue its services. According to PANews, the platform served 36 million users through its airdrop-focused business, which is now winding down as Galxe shifts its focus to the Gravity Layer 1 network. The report identifies ecosystem dependence, technical competition and token value capture as challenges for Gravity's growth.

According to Jin10, SoftBank recorded a net loss of 1.12 trillion yen ($7.1 billion) in its second fiscal quarter, its first net loss in nearly two years and a sharp reversal from a profit in the same quarter last year. Market concerns about spending and demand in the artificial intelligence sector had weighed on the company’s major holdings. Shares of chipmakers Arm and Intel and South Korean e-commerce company Coupang fell, dragging down SoftBank’s overall results. Its Vision Fund, which manages equity stakes in hundreds of technology startups, recorded a loss of 81.6 billion yen. SoftBank is increasingly seen as a barometer of sentiment toward OpenAI and the broader AI sector. Its shares have fallen more than 50% since reaching a record high in June, amid concerns about borrowing to fund large-scale AI investments and fears that a sweeping Democratic victory in the U.S. midterm elections could stall many projects associated with Masayoshi Son.

According to ChainCatcher citing Liquid247.xyz, Hyperliquid address 0x3ff54f...f705 currently holds a short position of 1,249.169 BTC, with a notional value of $93.31 million. BTC was trading at $74,700 at press time.

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According to ChainCatcher, developer Noah announced on November 9 that he had joined the Solana Foundation as head of product engineering, reporting directly to Vibhu. Noah has worked in the Solana ecosystem for more than five years, including on Helium’s migration to Solana and developer tools such as StrataProtocol. Before joining the foundation, Noah spent about five months at Solana-based decentralized exchange VelocityDEX, where he helped relaunch the platform after a security incident. His work included protocol code restructuring, STRIDE implementation, and a new smart contract audit. He also contributed to Drift Protocol’s recovery after a security incident.

On November 10, Japan's Finance Minister Satsuki Katayama said faster sales of exchange-traded funds (ETFs) held by the Bank of Japan are expected to generate about ¥1 trillion ($6.33 billion) in additional annual revenue, providing new funding for government investment in key industries. According to Sina Finance, Prime Minister Sanae Takaichi had proposed using proceeds from the sales to support investment in industries related to Japan's economic security while reducing reliance on new government bond issuance. The Bank of Japan announced on October 30 that it would increase annual ETF sales, measured at book value, from ¥330 billion to ¥860 billion. Under current arrangements, a portion of the central bank's annual net profits, including proceeds from ETF sales, is transferred to the national treasury as government revenue.

On November 9, U.S. Treasury yields were little changed as investors awaited this week’s inflation report and large Treasury auctions following strong jobs data released last Friday. According to Sina Finance, the 10-year yield was unchanged at 4.859%, near a two-month low and down about 40 basis points from early October; the 2-year yield edged up to 4.538%, while the 30-year yield was little changed at 5.261%. U.S. nonfarm payrolls increased by 165,000 in October, nearly three times the 59,000 expected, while unemployment fell to 4.1% from the 4.2% expected. After the report, the 10-year yield briefly rose 6 basis points and the 2-year yield gained more than 4 basis points, partly reversing safe-haven buying prompted by an earlier technology-stock sell-off. The CME FedWatch tool showed markets pricing in about a 77% probability of a 25-basis-point Fed rate hike in December. At its October meeting, the Fed held its benchmark rate at 3.75% to 4.00% in a 10-2 vote, with two officials favoring a hike. Investors are watching the U.S. October Consumer Price Index report due Tuesday. In September, headline inflation rose to 3.7% and core inflation reached 2.6%, both above expectations. Markets will watch whether lower energy costs, following Brent crude’s retreat from about $104, begin easing inflation pressure. The U.S. Producer Price Index is due Friday and will provide further information for the Fed’s December rate decision. The U.S. Treasury plans to auction $125 billion in notes and bonds this week: $58 billion in 3-year notes on Monday, $42 billion in 10-year notes on Tuesday, and $25 billion in 30-year bonds on Thursday. The bond market will be closed Wednesday for Veterans Day. The Treasury kept coupon auction sizes unchanged but removed the word “at least” from its guidance on issuance in coming quarters. Analysts said this could leave room to increase issuance of short- and medium-term debt in 2027 and adjust the supply of 20- and 30-year bonds. The Treasury also plans up to $70 billion in liquidity buybacks this quarter. With the 10-year yield near 4.9%, demand at this week’s long-term bond auctions will be an important gauge of the market’s capacity to absorb additional supply.

超过48亿美元的AI设备采购，一家公司的资产负债表从3300万美元扩大到约30亿美元。

如果地缘风险缓和、利率预期改善，风险偏好逐渐恢复，加密市场也有机会获得新的支撑。

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朝鲜黑客利用其在币安（Binance）窃取的63亿美元资金，制造了六种毫无价值的“迷因币”，并用它们转移了约43万美元的赃款，使之看起来像是正常的交易利润。区块链公司Elliptic追踪到了这一活动，其手法与去年Bybit被黑客攻击后黑客使用的手段如出一辙。

Claude Fable 5.2与Claude Mythos 5.2震撼发布。在基准测试中，它几乎超越了所有模型，在智能编码、科学研究、网络安全、计算机使用上全面领先。

在新一轮旗舰模型谁先发的竞赛中，Anthropic率先出招了。今天凌晨Anthropic一口气发布两款顶级模型，Fable 5.2、Mythos 5.2登场。

Anthropic仍决定顶住市场压力推进IPO，最快本周二开启路演，目标是让其股票在下周四或周五开始交易。但在经历了AI公司股票的暴跌后，一些主要投资者现在希望目标估值更低。

桥水基金创始人Ray Dalio发文表示，美国中期选举结果并不会改变美国议员所要面对的现实困境，并不会改变财富与权力博弈背后固有的运行逻辑。