According to Jin10, newly elected Democrats face a daunting economic to-do list as voters say they are struggling to make ends meet. The party needs to address entrenched problems in health insurance, housing, utilities, and elder and child care, while Congress must improve the fiscal balance sheet and reform the tax code. The government should quickly establish another job-search survey to capture information missing from unemployment data, including the number of jobs people apply for, whether they are ignored or contacted, job seekers’ mental health, and whether recently hired workers find their jobs match their wage expectations, preferences, or education. Surveys, disclosure requirements, and somewhat stronger labor laws would not transform the labor market or sufficiently address most workers’ income concerns; further steps could include a stronger unemployment insurance system to address job losses caused by AI.

According to Jin10, two industry sources said renewed Ukrainian drone attacks on Russian refineries since late October have reduced Russia’s refining capacity by about 30%. Three large refineries in central Russia hit since late October have a combined nominal capacity of about 300,000 tonnes, or 2.2 million barrels, per day, compared with Russia’s total primary refining capacity of about 930,000 tonnes per day. Sources said Russian refineries processed about 700,000 tonnes, or 5 million barrels, of crude oil per day at the end of October and estimated actual processing could fall by as much as 200,000 tonnes per day. The affected refineries include facilities in Ryazan, Yaroslavl, and the Volga region.

According to ChainCatcher citing Wintermute, markets are reassessing regulatory risks to the AI sector after Democrats regained control of both chambers of Congress following the U.S. midterm elections, cooling an AI trade previously boosted by favorable Washington policies. Wintermute said a Fed rate hike during an AI-asset pullback could tighten liquidity and weaken risk appetite, pressuring crypto markets. Bitcoin briefly rebounded to $81,000 last Wednesday before giving back most of its gains, falling to a Sunday low of $73,500 near its 200-day moving average at $73,000. Its weekly close below the roughly $75,500 50-week average ended a seven-week streak above that level. U.S. spot Bitcoin ETFs recorded $1.28 billion in net outflows last week, their largest weekly withdrawal since June, erasing their year-to-date net inflows; Wednesday was the only day with inflows. More than $1 billion in positions were liquidated, with Ethereum liquidations exceeding Bitcoin’s. NEAR, HYPE, ENA and LIT each fell more than 10%, while ZEC was among the few large-cap assets to rise. Wintermute said caution remains warranted until Bitcoin reclaims the 50-week average. A daily close below $73,000 and the 200-day average could put $68,000 in focus and expose altcoins that rallied more sharply to greater selling pressure. A sustained daily close above $80,000, alongside a return to weekly spot Bitcoin ETF inflows, could support a more positive outlook. U.S. October CPI is due Tuesday, with core CPI expected to rise 0.2% month over month. Cisco and Applied Materials report earnings Thursday, U.S. PPI is due Friday, and Nvidia is scheduled to report on November 17. The Fed meets December 8–9, with markets pricing in about a 77% chance of a rate hike.

According to Jin10, market sources said the Bank of England is considering changing how it sells UK government bonds under the remaining Asset Purchase Facility (APF) framework.

According to CNBC, Jefferies upgraded Riot Platforms to buy from hold and raised its price target to $28 from $13, implying 59% upside from Monday's close. Analyst Jonathan Petersen cited the company's Corsicana powered land lease, which is set to begin in September 2027 and run for 15 years, with an average annual yield of 33%. The arrangement is expected to lower capital expenditures to $6 million per IT megawatt, compared with $11 million to $15 million for a typical data center build. All 23 analysts covering Riot rate the stock buy or strong buy, according to LSEG data; shares have gained 39% year to date.

According to CNBC, Sanmina surged 19% after the electronic manufacturing services provider issued a full-year outlook above Street expectations, with earnings guidance of $15.50 to $17.50 per share versus the FactSet consensus of $14.07, and revenue guidance of $17.5 billion to $19.5 billion versus the $16.61 billion consensus. Securitize climbed approximately 10% after the tokenization platform reported third-quarter growth, with tokenized assets on the platform rising 9% year over year to $4.8 billion, aggregate transaction volume increasing 20% to $4.3 billion, and revenue of $11.5 million, up 28% from last year. The company's board also authorized a $50 million share buyback and announced the acquisition of River One, an institutional asset-backed financing platform. Take-Two Interactive Software traded 4% higher after fiscal second-quarter adjusted earnings of $1 per share on revenue of $1.60 billion, beating analyst estimates of $0.94 per share on revenue of $1.58 billion. Hims & Hers Health fell 2% after issuing fourth-quarter revenue guidance of $875 million to $895 million, below the FactSet consensus of $953.8 million, with adjusted EBITDA guidance of $70 million to $90 million versus an estimate of $105.8 million. Riot Platforms gained nearly 2% after Jefferies upgraded the stock to buy from hold, citing the Corsicana-powered land lease estimated to generate an average yield of roughly 33%.

Japan’s trading houses, known as sogo shosha, are forecasting record profits as they plug gaps in global supply chains, according to Bloomberg.

Hyperscale Data (GPUS), a publicly traded U.S. company, sold its remaining Bitcoin holdings as of November 8, disposing of about 211.56 BTC for approximately $16 million. According to Foresight News, the company has sold about 1,113 BTC since its first partial reserve sale in late July, generating approximately $74.4 million for debt repayment and continued construction of its AI data center in Michigan. Hyperscale Data continues to operate a Bitcoin mining site in Montana and expects future Bitcoin holdings on its balance sheet to come mainly from its own mining operations.

According to Jin10, cybersecurity startup Daylight raised $80 million in a funding round led by Goldman Sachs, valuing the company at $400 million in its Series B round.

10月CPI数据今晚公布，市场对12月加息的定价已达86%；高盛预计核心CPI环比仅增0.16%，但核心PCE仍偏高。

四款代币化信贷产品已聚集10.5亿美元资产，机构RWA的下一轮增长，取决于这些资产能否在DeFi借贷市场成为合格抵押品。

Anthropic一边发布65分登顶的Fable 5.2，一边花34亿美元买下1.7吉瓦燃气发电机，AI成本正沿芯片、内存一路涨到电，新机交付已排到2030年。

RWA代币化被写进国务院金融工作报告的防范非法金融活动章节，境内严禁、境外严管的监管归属已经明确。

摩根士丹利分析师Shawn Kim下调三星电子和SK海力士目标价，警告2028年“盈利悬崖”或终结内存超级周期，但称估值已调整到位，并将三星升为首选股。

黄仁勋承认出轨次日，彭博社披露英伟达总法律顾问曾致电美国商务部询问 Megaspeed 调查，5 万颗芯片的统计差额浮出水面。

Coinbase 现已允许符合条件的美国客户（纽约州以外）在其应用程序中使用 Base 平台上的全新 Morpho 市场，以 PAX Gold (PAXG) 为抵押借入 USDC。这是 Coinbase Borrow 首次接受实物商品作为抵押品，借款人将面临浮动利率，并且如果金价下跌，则可能被强制清算。

美股 AI 板块急跌传导至加密市场，11 亿美元杠杆仓位被清算，比特币跌破 7.4 万美元；AI 代理开始替人付款，权限边界成了新问题。

Coinbase、Kalshi、Payward 和三家交易公司于 2026 年 11 月 9 日向纽约联邦法院提出申请，请求法院允许它们支持美国商品期货交易委员会 (CFTC) 就股票挂钩永续期货提起的诉讼。资本市场联盟 (Capital Markets Alliance) 认为，这类产品应由美国证券交易委员会 (SEC) 监管。法官目前拒绝叫停这些产品，但她表示，在现阶段，资本市场联盟的观点似乎更有说服力。

Hyperliquid生态的L2网络Elysium主网上线。该网络由Kinetiq开发，基于Arbitrum Orbit构建，采用HYPE作为原生Gas代币，目标出块时间为100毫秒，执行吞吐量达到每秒3亿Gas。