Elon Musk,赵长鹏,Binance,马斯克疑似暗讽Binance 币安被盗事件惊动特朗普 英特尔暴跌 前英特尔工程师发文 金色财经,​过去24小时，X上的KOL们在聊什么呢？

The “Republicans Win in Senate Swing States” market on Polymarket currently gives the “No” option the highest probability, at about 24.5%. According to ChainCatcher, the market’s total pool has reached $5.15 million, and trading activity ranks among the platform’s highest.

Wall Street's October selloff erased roughly $2 trillion from Nasdaq-100 market value as investors questioned whether AI returns can justify heavy spending. Disappointing tech earnings, slowing-growth warnings, elevated valuations, rising inflation and expectations of a Fed rate increase in December intensified pressure, according to BeInCrypto. Intel plunged nearly 29% Friday after a factory disruption and weak forecast; Reddit fell more than 36% for the week as AI-generated search answers cut traffic, while Alphabet lost more than $500 billion in market value Thursday. Amazon expects about $220 billion in capital expenditure this year. The article describes the selloff as an AI valuation correction, not conclusive evidence of a bursting bubble; upcoming AMD and Nvidia results could clarify demand.

Kintsu said its official website was affected by a DNS hijacking incident involving its domain registrar and is displaying a malicious site. According to Odaily, the project warned users not to visit the site, connect their wallets, or sign transactions. Users who connected a wallet or signed a transaction since 00:00 UTC on October 31 should revoke related permissions through the Revoke platform and transfer their assets. Kintsu said it will issue another notice after confirming the website is secure.

An address closed a 25x leveraged ETH short after five days, recording a profit of $692,000. According to ChainCatcher, citing on-chain analyst Ai Yi, the address had opened the short at an average price of $2,311.92, holding 9,700 ETH. It closed the position at an average price of $2,239.50 at 18:33 yesterday, during a rebound after ETH pulled back; its floating profit had briefly reached $1.337 million, and its total account profit rose to $7.57 million.

Blockaid has warned that StepDrainer attacks previously targeting Kintsu and Flap are expanding to StonkFun, Pickle Finance, Echelon, Origami, Fluxbeam, Stakepoint, SupSwap, Longbow, SHPRD and ApeX DeFi. According to Odaily, Pons founder Ozzy said in a post on X that Blockaid advises users to avoid the listed websites and previously identified affected decentralized applications, and not to connect their wallets.

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Anthropic 已提交 IPO 申请，估值预期 1.5 万亿至 2 万亿美元。从招股书的收入与毛利率看，大模型公司是不是一门好生意？

慢雾安全团队复盘 zkLink 78.3 万美元被盗事件：Arbitrator 任意外部调用叠加未清理的瞬态存储，攻击者如何一鱼多吃。

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给100万美元的Oracle债买5年违约险，一年保费3.15万美元；CoreWeave要11.45万美元。AI的信用警报已经响了。

沪指失守3600点，创业板指较6月高点回撤45%。估值、情绪、资金、政策多项指标交叉验证，A股或已接近阶段性底部，但筑底仍需时间。

a16z两位创始人本选举周期捐出9200万美元支持亲AI政客，用政治献金为自家万亿持仓护航。

Personal Agent缺的不是模型能力，而是主权归属、上下文控制和让各方愿意付费的商业闭环。

热钱包被EIP-7702授权清空，冻结约30亿、净损失约10亿，SAFU能不能兜底和信任修复才是关键。