Binance Blog published a new article, reviewing October’s market conditions and OTC desk activity in its tenth edition of the monthly insights. The Federal Reserve held its policy rate at 3.75%–4.00% on October 28, but a 10–2 vote, with two officials favoring a hike, signaled a hawkish tilt. The Bank of Japan also held rates while leaving a December increase possible. U.S. Treasury yields remained elevated, with the 30-year above 5.6% and the 10-year near 5.05%; Brent crude traded above $105. Bitcoin failed to retake September’s $87,500 high, trading mostly between $80,000 and $85,000 during October before falling to about $77,000 on October 30. Bitcoin ETF flows were near zero early in the month and turned slightly negative. Decentralized-exchange volume fell below $10 billion, around half its first-half level, while tokenized real-world assets increased about 10% to $8.2 billion. The desk said it remained cautious ahead of the U.S. midterms, favoring low leverage and Bitcoin over altcoins, while retaining a medium-term bullish view. OTC activity was led by Bitcoin, with notional volume rising sharply versus September and BTC/USDT the desk’s leading crypto/stablecoin pair. The altcoin roster broadened but almost completely rotated from September; only AR, POL, PUMP and STX appeared on both lists. Fiat off-ramp demand remained concentrated in MENA and LATAM: BHD and AED led MENA, while MXN, BRL, ARS and COP led LATAM. Settlements included USD, BHD, AED, MXN, BRL, KZT, ARS, EUR, TRY, COP and ZAR. The month also brought the desk’s first bStocks OTC trades, its first African market trade involving USDT/ZAR, and its first perpetual futures position transfer for a VIP9 client. In a Mexico case study, two USDC/MXN on-ramp trades enabled a client to buy about 10.4 million USDC with MXN; the USDC was settled to the client’s Binance Spot wallet within minutes of execution. The monthly insights also became available in Chinese.

Matt Angle, director of the Lone Star Project, explained why Democrats were finally able to sweep Texas after decades of falling short, according to Bloomberg. He said health care should be among new lawmakers’ top priorities.

Nvidia is facing a leadership shake-up as investors assess what Jensen Huang’s departure could mean for its AI dominance, according to Bloomberg. Antoine Chkaiban, a New Street Technology Infrastructure analyst, said Nvidia’s software ecosystem, engineering talent and supply-chain strength would be difficult to replace. He said the stock sell-off may be a buying opportunity.

According to Jin10, 2027 FOMC voter and Chicago Fed President Austan D. Goolsbee will speak in 10 minutes.

According to Jin10, SpaceX (SPCX.O) said its new project is expected to support more than 500 long-term jobs once operational.

According to Jin10, SpaceX (SPCX.O) plans to build a $50 billion supercomputer campus in Arizona, creating 6,500 jobs.

According to Jin10, Vanda said retail investors net bought $111 million of Nvidia (NVDA.O) shares in the first half-hour after the market opened, the largest recorded retail net purchase of the stock during the opening period.

黄仁勋因治理危机面临被董事会罢免的风险，英伟达市值已蒸发约6000亿美元，AI供应链与链上市场同步承压。

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。

MSCI将Strategy与Metaplanet剔除出指数，11月30日收盘后生效，被动抛压约15.9亿美元，真正的冲击在融资飞轮。

稳定币供应量30天缩水142亿美元，收缩速度为2022年6月以来最快，比特币200日均线成为多头最后的心理防线。

Menlo Ventures报告显示，美国企业开源模型支出89%流向中国厂商，Kimi独占61%，开源正重新定义前沿。

马化腾在腾讯28周年Linktime内部讲话中直言，组织必须适应AI新战场：一半人守核心业务，一半人上船打新战役，不能再悠闲觉得安全。

黄仁勋与直接下属的婚外情踩中跨国公司合规红线，英特尔、麦当劳前CEO的先例已说明代价。

罢免黄仁勋只需董事会6票，但英伟达33名直接下属里没有接班人选，动作快结构慢，市场只为动作定价。

黄仁勋被曝第二段婚外情，英伟达董事会准备解除其职务，马斯克、Tim Sweeney等大佬公开呼吁等调查结束再由股东决定去留。

1kx,1KX区块链收入报告：千亿美元关口下的结构性重塑 金色财经,区块链收入、其驱动因素和来源、行业趋势和估值影响