Jingdong Coinlink’s official website appears to be offline and is currently inaccessible. According to Odaily, Qichacha lists Jingdong Coinlink Technology Hong Kong Limited as “still registered.” JD previously announced plans to issue a Hong Kong dollar-pegged stablecoin in Hong Kong, with a 1:1 peg. Jingdong Coinlink was a participant in the Hong Kong Monetary Authority’s stablecoin issuer sandbox but was not included in the first group of licensed stablecoin issuers.

On November 8, Goldman Sachs said persistent speculative outflows were a major reason for the recent sharp decline in international gold prices. According to Sina Finance, Commodity Futures Trading Commission (CFTC) positioning data showed that managed funds, other traders, and non-reportable traders collectively cut about $8 billion in gold positions from October 20 to 27, marking a fifth consecutive week of net outflows. Since September 22, cumulative speculative outflows from the gold market have reached $19.5 billion. Of the $8 billion outflow from October 20 to 27, about $5.2 billion came from long liquidations and $2.8 billion from new short positions. Other traders and non-reportable traders accounted for about 95% of the outflow. Long-position reductions by the other-trader category alone totaled $4 billion, making nontraditional investors the main force behind the selling, Goldman Sachs said. Goldman Sachs said large-scale speculative selling explained why gold failed to benefit from falling real interest rates. From October 20 to 27, the U.S. 10-year real Treasury yield fell 11 basis points, which would typically support gold, a non-yielding asset, but gold prices declined 1.6% over the same period. The U.S. dollar index rose 0.6% and Brent crude gained 4.1%, adding to the downward pressure on gold. Analysts said concerns about sovereign liquidity management and a strong dollar may have prompted some investors to exit gold positions. Selling pressure may not have fully run its course. Although managed funds’ net positions were relatively low, as of October 27, other traders’ long gold positions remained above the median of the past two years both in nominal value and as a share of open interest, suggesting room for further liquidations. Gold prices fell another 4.3% from October 27 to 30, while Brent crude rose a further 3.7%. Options markets also began to reflect bearish sentiment: gold’s three-month implied volatility increased, and the 25-delta put-call skew rose to the 85th percentile of its range over the past year, indicating increased downside hedging and bearish bets.

Trust Wallet CEO Felix said on X that Trust Wallet was not affected by the Web3Auth security issue. According to Odaily, Web3Auth previously disclosed a security issue affecting services used by some third parties and temporarily suspended its embedded wallet service.

Bernstein analyst Mark Moerdler said OpenAI’s announced computing-power purchase commitments could translate into about $614 billion in infrastructure spending by the end of 2030. According to Sina Finance, that is below the widely cited estimate of $750 billion; Bernstein said investors may be overstating OpenAI’s near-term funding pressure and that direct risks to Microsoft, Oracle, and Amazon are relatively limited. Bernstein’s estimate assumes all confirmed contracts proceed as planned. Data-center delays, project cancellations, and flexibility in hardware purchases could reduce or defer some spending. Costs would accrue as data centers enter service rather than becoming payment obligations immediately. The firm expects OpenAI’s annual infrastructure spending to peak at $184 billion in 2031. OpenAI’s agreement with Oracle involves about $300 billion in computing capacity, expected to be delivered in phases over five to six years. OpenAI accounts for less than half of Oracle’s remaining performance obligations. OpenAI has also committed to purchasing about $250 billion in Azure cloud services from Microsoft, with capacity to be provided in stages over six years. Its agreement with Amazon totals about $138 billion over seven to eight years and includes computing capacity related to Trainium AI chips. The agreement with CoreWeave has a ceiling of $22.4 billion, but that amount does not represent guaranteed revenue. Bernstein said OpenAI’s revenue growth could help fund some of its expanding computing needs. As of September this year, its annualized revenue was reportedly close to $50 billion, up 77% year over year. As computing supply constraints ease, industry risks could shift toward excess capacity. Specialist computing-rental companies that finance data-center construction at high cost and lack stable, long-term customers may face greater operating pressure.

According to ChainCatcher citing Liquid247.xyz, Hyperliquid address 0xfc2713...9d9d currently holds a short position of 1,338.868 BTC, with a notional value of $101 million. BTC was trading at $75,790 at the time of publication.

美国财政部对 MEXC 的限制，从它与美国金融机构之间的资金转移入手。

随着监管框架的确立，韩国本土首发/独占上币比例大幅下降。

抗议浪潮横跨苏格兰至西班牙，仅一天内都柏林2000人、赫尔辛基1300人同步集会，阿姆斯特丹更爆发冲突并有人被捕。

本周有14家区块链初创公司筹集了4350万美元资金。Uranium Digital筹集了1650万美元A轮融资，为本周最大融资轮次。

从 19 世纪俄罗斯买卖死魂灵的历史，到 World 虹膜与静脉掌纹识别，在 AI 伪造泛滥的当下，证明一个真实人类的存在正在成为一项明码标价的经济技术。

金色周刊是金色财经推出的一档每周区块链行业总结栏目，内容涵盖一周重点新闻、行情与合约数据、矿业信息、项目动态、技术进展等行业动态。

人工智能,美股,投资,美股科技股经历过山车——但斌：AI时代落幕概率极小 回笼资金继续加仓 金色财经,美股科技股本周经历剧烈震荡。

巴拉圭银行危机暴露传统金融脆弱性，也照出加密「替代方案」的成色——稳定币、隐私、身份各有软肋。

Anthropic大概没料到，自己精心挑选的上市窗口，会被一场中期选举掀翻。

人工智能,融资,摩根大通,中选只不过是最后一根稻草？市场终于正视AI“循环融资”的雷 金色财经,AI繁荣叙事的裂缝正在扩大。