U.S. Treasury cash trading resumed after the holiday, with longer-dated bonds gaining as turmoil surrounding Nvidia deepened investor doubts about the AI trade and spurred safe-haven demand. According to Sina Finance, the 30-year Treasury yield fell 2 basis points to 5.34% ahead of a Thursday auction, while the 10-year yield briefly declined before holding at 4.99%. Cash Treasuries did not trade Wednesday because of the Veterans Day holiday. Reports that Nvidia’s board was considering removing CEO Jensen Huang following allegations of multiple extramarital affairs also weighed on sentiment. “All this news about Huang has further deepened market doubts about the AI narrative and prompted modest safe-haven demand for U.S. Treasuries,” said Carol Kong, a strategist at Commonwealth Bank of Australia (CBA). She said market participants were closely watching the matter given Nvidia’s importance to the AI investment boom and the global economy. Demand for other government bonds was also strong in Asian markets, with yields on Australian and New Zealand government bonds falling by at least 1 basis point. Short-dated Treasuries edged lower as traders continued to bet on further Federal Reserve rate hikes, flattening the yield curve. The 2-year Treasury yield rose 3 basis points to 4.77%, and the 5-year yield increased 1 basis point to 4.83%. Swap markets showed traders expected a 25-basis-point rate hike at the Fed’s December meeting after a strong rise in the key consumer price index in October. The data prompted Fed officials to leave the door open to larger hikes in the coming months. Fed Governor Christopher Waller said a 0.5-percentage-point increase may be needed in December. “Higher U.S. short-term bond yields this morning may reflect continued hawkish repricing following the higher U.S. CPI and some fairly direct, hawkish remarks from Fed officials since then,” said Andrew Ticehurst, a senior rates strategist at Nomura in Sydney. He said market expectations for a 30-basis-point hike at the Fed’s next meeting were already high, and that markets were considering the risk of a 50-basis-point hike in December.

ARK Invest crypto research head Lorenzo Valente said the crypto industry has lost about $26.9 billion to hacks since 2017. According to Foresight News, Valente said on X that total on-chain revenue over the same period was about $47 billion. That amounts to roughly $0.57 in stolen assets for every $1 in on-chain revenue, he said, adding that security issues have become a key constraint on the industry's development.

On Polymarket, the Over option in the “Counter-Strike: Legacy vs. Team Falcons - BLAST Rivals Group A” market for “Map 3 Total Rounds: Over/Under 21.5” fell from 51% one hour ago to 28%, a drop of 23 percentage points. According to ChainCatcher, the probability is currently 28%.

Global electric-vehicle demand returned to growth in October, reflecting a very low comparison base in the United States and continued growth in Europe. According to Sina Finance, citing Benchmark Mineral Intelligence (BMI), global sales of battery-electric and plug-in hybrid vehicles rose 8% year over year to 2.09 million in October; year-to-date sales increased 5% to 17.5 million. BMI data manager Charles Lester said China’s year-over-year decline narrowed to 12% as manufacturers increased exports, with passenger new energy vehicle exports nearing 600,000, a monthly record. European sales rose 36%, supported by subsidies, higher fuel prices, EU emissions regulations, and a wider selection of models. October was the first month compared with a period without federal electric-vehicle tax credits in the United States. Lester said North American sales rose 24%, returning to growth, but the U.S. market was stabilizing at a low level rather than truly recovering. He added that sales in the rest of the world rose 85%, exceeding North America’s total, largely due to growth in Chinese exports.

According to ChainCatcher citing The Block, Nasdaq-listed Solana Company (HSDT) reported third-quarter revenue of $3.4 million, up from $700,000 a year earlier. Revenue was driven mainly by staking income from its SOL holdings. As of September 30, the company held about 2.4 million SOL, with a fair value of approximately $288.2 million.

According to CNBC, Jim Cramer said Wednesday night he would not buy more Nvidia shares amid reports that the company’s board was preparing to oust CEO and co-founder Jensen Huang. Nvidia shares fell 8% in extended trading Wednesday after The Wall Street Journal reported the board was preparing to discuss Huang’s future. With an earnings report looming next week, Cramer said he still believes Nvidia can succeed over the long term without Huang leading the company.

Bernstein cut Nvidia from Outperform to Market Perform, marking the chipmaker’s second rating downgrade of the day. According to Sina Finance, analyst Stacy Rasgon wrote in a client note late Wednesday, “Our instinct is that we may not yet fully understand how deep this goes. We’ll leave it there and would rather step back to the sidelines for now.” Reports had previously said Nvidia’s board was preparing to remove CEO Jensen Huang, who acknowledged having an extramarital affair. Bernstein cut its price target from $400 to $200, and Nvidia shares fell 8% to $160 in Wednesday’s after-hours trading. Baird had earlier downgraded the stock to Neutral.

华尔街日报称英伟达董事会正准备讨论首席执行官黄仁勋的去留，最快可能于当地时间周三召开会议。风波已从个人生活延伸至公司治理和领导层稳定。

股票市场这块蛋糕，应该没有哪家交易所不想分的，只是Upbit还被监管挡在门外，只能靠持续上新币撑住流量。

国会迎来民主党掌控，但议员群体也不再那么老龄化。长期视角下，任何由这次选举引发的回调，反而大概率是加密货币的买入机会。

纽约联储主席威廉姆斯离任时间引发美联储内部争议：他能否任职至2028年6月，还是必须在2027年6月年满65岁时退休？若他提前离任，沃什或将提前一年影响这一关键职位的人选。

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离岸信托个税落地，加密资产的税收盲区正在被逐个填平。

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承销投行把Anthropic估值定在1万亿美元，市销率仅12倍，增速远超苹果微软，散户份额最高20%。

当智能和劳动力都不再稀缺，真正拖慢技术落地的是验证环节：谁能让仿真、测试与数据闭环跑得更快，谁就握住物理世界的加速键。