According to Jin10, Meta’s newly issued euro bonds traded above face value after the offering attracted a record €62 billion order book, surpassing AB InBev’s €31 billion record from ten years ago. Bloomberg data showed that all six bond tranches rose in price on Thursday, with bid prices also moving above par; the tranches had been priced slightly below €100 per €100 of face value. Underwriters completed the six-part, €9 billion offering on Wednesday. Investor demand increased as Meta offered credit spreads wider than those of other megacap technology companies issuing euro bonds, closer to levels for bonds rated several notches below Meta’s double-A rating.

According to Jin10, U.S. cloud computing stocks fell in premarket trading, with CoreWeave down 1.6%, Nebius down 2.8%, and IREN down 1%.

James Wynn’s account balance is about $500, and his latest Bitcoin short position has about $25 in unrealized profit. According to Foresight News, Arkham data shows Wynn’s assets once approached $100 million, but he later lost them through leveraged perpetual futures trading.

Lumentum shares fell 10% on Wednesday to $610, about $100 below the per-share value of Marvell’s all-stock offer, as investors weighed the proposal and the possibility of rival bids. According to Sina Finance, the offer valued Lumentum at about $80 billion as of Tuesday; after Marvell shares fell 32% since news of the deal leaked a week earlier, the implied value had declined from $115 billion to $78 billion, then to about $71 billion following Wednesday’s selloff. Marvell would need to issue about 50% more shares to complete the acquisition, one reason Wall Street analysts are skeptical. Lumentum makes optical components, including lasers used to transmit data within and between data centers. UBS semiconductor and networking analyst David Vogt said the shift from copper to optical and photonic technologies as Nvidia GPUs get faster over the next decade would benefit optical equipment makers. Analysts forecast Lumentum revenue growth of 122% in the fiscal year ending next June. They expect Coherent to grow 50% over the same period and Applied Optoelectronics to grow more than 100% over the next few years. Lumentum’s gross margin is close to 50%, and its forward revenue multiple was eight times at Tuesday’s close, compared with three to four times for the other two companies, according to S&P Global Market Intelligence. Potential rival bidders include AMD and Intel, while Nvidia is seen as less likely after investing $2 billion each in Marvell and Lumentum and securing product purchase agreements with both. Tirias Research co-founder and analyst Jim McGregor said acquiring Lumentum could help Marvell compete with Broadcom for major technology customers. He also cited Lumentum’s distinctive laser products, including lasers it supplies to Coherent. A cash-and-stock rival offer could attract Lumentum shareholders and prompt Marvell to revise its all-stock proposal.

According to Jin10, the UK construction PMI was 43.6 in October, compared with expectations of 46.1 and a previous reading of 46.1.

加密货币交易所 BitMart 再次遭遇安全漏洞，创始人 Sheldon Xia 警告称，由于该平台面临员工流失、内部纠纷和持续重组等问题，其安全团队“严重人手不足”。

According to the announcement from Binance, its November Referral Tournament will run from 2026-11-05 09:30 (UTC) to 2026-11-30 23:59 (UTC), with referrers competing on two leaderboards for token vouchers. The Qualified Referral Leaderboard offers up to 2,000 USDC, with rankings based on the number of qualified new referrals; the Referral Trading Volume Leaderboard offers up to 1,000 USDC, based on eligible Spot trading volume generated by those referrals. Participants who qualify for rewards on both leaderboards can receive up to 3,000 USDC combined. To qualify, new referrals must register through a participating referrer’s link or ID, log in to the Binance App, deposit at least 50 USD equivalent through Fiat Deposit, Buy Crypto, or P2P, and complete at least 100 USD equivalent in eligible Convert or Spot trading volume during the promotion period. Spot zero-fee pairs and certain Convert transactions are excluded. Eligible referrers who invite one qualified new user but do not earn leaderboard rewards may share a 10,000 USDC prize pool, capped at 20 USDC each. The first 8,000 eligible new invited users who complete the required tasks can receive 3 to 15 USDC in token vouchers. Final leaderboard rankings will be confirmed before 2026-12-07, and rewards for both promotions will be distributed by 2026-12-20.

Strategy's Stretch (STRC) issuance resumed after more than 170 days, raising enough funds yesterday to buy more than 120 Bitcoin. According to Odaily, Bitcoin Treasuries said on X that the amount raised was estimated to cover the purchase of more than 120 Bitcoin.

法国互助信贷银行（Crédit Mutuel Arkéa）证实，该行遭遇网络攻击，黑客利用外部服务提供商的平台，从该行账户中非法转账。该行表示，目前情况已得到控制，客户不会蒙受损失，但尚未公布最终损失金额。

Anthropic一边用Claude开发罕见病和癌症药物，一边半年烧掉31.7亿美元营销费，还禁止员工穿品牌周边以防间谍。

火币HTX复盘十大赛道代表币近一年走势：HYPE与ZEC逆势上涨，多数资产正围绕斐波那契61.8%位寻找方向。

2026年9月12日至13日以及10月3日至5日，黑客通过外部供应商的文档预览工具入侵了Hybe的内部系统，窃取了现任和前任员工以及合作公司员工的个人信息，包括护照号码、银行账户信息和医疗记录。Hybe已向有关部门报告了此次数据泄露事件，并正在通知受影响的员工，但尚未透露受影响的具体人数。

通用L2不再是好生意。Scroll 打算用约9个月把公链改成围绕 Compass 的私有AI网络，SCR 迁移回以太坊主网，代币经济学不变。

比特币从9月高点回落约10%，正回踩8月的突破位；短期持有者盈利占比从97.5%降到38%，多头杠杆已清，7.3万至7.6万美元是接下来要盯的区间。

黑客用数月渗透拿下币安内部签名权限，63亿美元被盗成为史上最大加密盗窃案；私钥没丢，防线却从人和权限上塌了。

加拿大一名法官下令将一台装有比特币钱包的笔记本电脑归还给威廉·桑德森的家人。威廉·桑德森是一名被定罪的谋杀犯，因在 2015 年杀害达尔豪斯大学学生泰勒·萨姆森而被判处终身监禁。

AI把生产软件的成本压向零，界面和代码都不再稀缺，真正稀缺的是流动性、身份、信誉这些靠时间积累的网络状态。