Goldman Sachs cut its 12-month target for South Korea’s KOSPI by 25%, from 12,000 to 9,000, after the index fell to a seven-month low. According to Sina Finance, the bank said risk-averse trading had spread concerns about memory chips across the broader market and described South Korean stocks as significantly oversold; its 9,000 target still implied more than 60% upside from the index’s 5,475 level when the report was published. Goldman had maintained its 12,000 target in August and October after raising it in June, having set a year-end 2026 target of 6,400 early in the year. The KOSPI hit a record 9,385.59 on June 19 before falling more than 35% over four months. On October 26, it dropped below 5,500, closing at a seven-month low, while foreign investors sold nearly 700 billion won net. Despite record third-quarter results from Samsung Electronics and SK Hynix, the KOSPI fell 3.48% on October 30 after losing as much as 5% intraday, triggering a circuit breaker. Goldman cited rising concerns about AI-related trades, including the returns on heavy AI investment and the sustainability of financing. South Korean scholar Kim Yun-jun said the decline reflected excessive valuations rather than a bearish view of the market, and argued that semiconductor fundamentals remained sound. South Korea’s September exports, adjusted for working-day differences, rose 104.9% year over year to a record $120.9 billion; chip exports climbed 263% to a record $60.3 billion. The country’s GDP grew 1.0% quarter over quarter in the third quarter, compared with 0.6% in the second quarter. Morgan Stanley said the AI boom was creating a stronger, longer-lasting memory-chip cycle, while traditional boom-and-bust dynamics tied to supply growth, prices and earnings remained.

As of October 31, 2026, 85 crypto projects, networks, and protocols had shut down, exceeding the 78 closures recorded for all of 2025. According to ChainCatcher, citing RootData, the 2026 total is 37.1% higher than the same period last year; the first 10 months of 2025 and 2024 saw 62 and 34 shutdowns, respectively. For 31 projects, the shutdown announcement and closure took place on the same day, including Interface and Zipcoin. Another 24 announced closures in advance, with an average notice period of 31.2 days and a median of 27.5 days. Balancer announced its shutdown on October 27 and closed on October 30, while NFTfi announced on June 11 and closed on August 31, an 81-day gap. Blast cited maintenance costs exceeding network revenue, while Zipcoin cited a security incident. Most projects did not specify a reason in the data.

According to Odaily citing a video released by the White House Rapid Response team, US President Trump, when responding to a question about the Binance hack, said: "We're learning about it. We don't know if it's North Korea — but if it is, we'll talk to North Korea about it."

According to Jin10, U.S. President Donald Trump said he was not in a hurry to advance negotiations over Iran, claiming the United States had destroyed Iran’s navy, air force, air defense systems, most of its military equipment, much of its manufacturing capacity, and its nuclear capabilities and facilities. He said one or two sites still needed to be dealt with and could be handled in 10 minutes, adding that plans were in place and that the Gaoshan issue could be addressed quickly.

 Binance said in an update on X that it had already covered $6 billion of the impacted amount of the hacked loss.

Uniswap has launched TJAR, an onchain fee-conversion framework that automatically converts fees collected in multiple tokens into a designated token, with Robinhood as its first adopter. According to ChainCatcher, TJAR is now live on seven blockchains.

Cardano ecosystem organization Intersect warned of a severe Linux kernel vulnerability with a risk score as high as 9.8. According to ChainCatcher, some Linux distributions have released patches, while others, including Ubuntu, are preparing updates; Intersect will continue issuing security guidance through its official X account and stake pool operator community.

ANDELU 计划在 UNN 数据中心部署一个由 32 台 NVIDIA B300 GPU 服务器组成的高性能计算集群。

今年年初，我和上海的一位检察实务专家闲谈时，聊到了涉案虚拟数字货币价格认定的问题，该专家认为，如果是稳定币，价值可以直接按照人民币兑换美元的汇率计算。

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。

当AI巨头们疯狂烧钱扩张之际，信贷市场已拉响警报。

前不久，凭借PoUW（有用工作量证明）叙事和高额挖矿收益迅速走红的公链Pearl，如今却遭遇了市场反转。

风险投资,人工智能,融资,一线投资人与创业者匿名访谈：到底是谁在逼谁追共识 金色财经,没有谁真心喜欢追共识，可大多数人都在追。

BTC,华尔街,中本聪,彭博社：比特币白皮书 18 周年 被华尔街接纳后真的成熟了吗？ 金色财经,比特币正步入“成年”。至少从年龄上看，确实如此。

信心支撑融资，融资支撑投资；信心一旦转弱，资金收缩又会反过来打击投资和增长预期。

非洲,稳定币,加密市场,Chainalysis 报告：撒哈拉以南非洲成全球加密增长最快区域 金色财经,撒哈拉以南非洲加密市场规模破千亿美元，南非领跑。

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？