News
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Azure grows 48%, Google Cloud doubles as AI stocks fall
AI 주가 조정은 수요 둔화보다 ‘해석 변화’의 영향이 크다는 관점: 빅테크의 대규모 설비투자는 상승기에는 수요 확증으로, 하락기에는 과잉투자와 부채 위험으로 해석된다. 논리가 주가에 따라 바뀌고 있다는 점이 핵심이다.
역사적 비교: 1998년 조정과 이후 폭등...
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Nasdaq 100 drops 4.2% and erases $1.7 trillion in market cap
The Nasdaq 100 declined 4.2% during the session, erasing approximately $1.7 trillion in market capitalization. Source: The Kobeissi Letter.
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Nasdaq 100 falls 3.6%, erases $1.3 trillion in market value
The Nasdaq 100 declined 3.6% today and is on track for its largest one-day drop since June 5. The index erased more than $1.3 trillion in market...
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Microsoft Copilot predicts XRP price could reach $28–$75 by 2027
Microsoft Copilot AI outlines an extreme scenario for Ripple: a collaboration among major central banks and international payment networks...
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CFTC Chair urges exchanges to register, accept federal oversight, close regulatory gap
CFTC Chair: Exchanges should register with the CFTC and come under federal regulation... Let's use this opportunity to close the regulatory gap
...
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Reddit shares fall 42% in 8 trading days after earnings
Reddit’s latest earnings call and CEO commentary coincided with a sharp drawdown in the company’s shares: RDDT fell 42% over eight trading days. The...
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Binance hacker holds $1.4B BTC, exceeds weekly spot ETF demand threefold
Bitcoin faced supply overhang risk after trader Route 2 FI highlighted that the Binance hacker’s 18,270 BTC worth $1.42 billion equals more than...
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Nasdaq 100 loses nearly $5 trillion as tech stocks enter bear market
Multiple large-cap and mid-cap tech names have entered bear market territory with declines of 20% or more. The Nasdaq 100 has lost nearly $5...
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Intel stock falls 30%, heading for its biggest drop on record
Intel shares, ticker INTC, fell about 30% intraday and are on track for the largest single-day decline in the company’s trading history. The drop...
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Daniela Amodei says AI skeptics now apply to LLM firms
다니엘라 아모데이는 GPT-2를 계기로 대규모 모델 확장이 가져올 변곡점을 확인했다고 밝혔다. 그는 모델 규모 확장이 성능을 비약적으로 끌어올린다는 스케일링 법칙을 강조했다: GPT-2 당시에는 개별 과제 성능이 제한적이었으나 범용 능력의 폭이 핵심이었다는...
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Reddit says AI no longer drives traffic to websites
Reddit’s latest earnings call highlights a structural shift: AI-based experiences are reducing outbound traffic from platforms that once relied on...
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CZ asks Musk to stop trolling after $6.3B Binance hack claim
A social media post claims Binance founder Changpeng Zhao asked Elon Musk to stop trolling after a reported $6.3 billion hack, and that Binance...
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Binance loses $6.36B to hack, BNB falls, funding turns negative
BNB fell 8.7% in an hour on Thursday, October 29, from $744.90 to $680, after hackers drained about $6.36 billion from Binance. BNB’s rebound has...
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MEXC launches 0-fee Canton Coin spot and futures trading, $1M prize pool
Mutsamudu, Comoros, October 30, 2026 – MEXC launched the Canton 0-Fee Carnival with Canton: 0-fee trading on CC spot and futures from 10:00 UTC...
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Intel stock falls 27%, biggest one-day drop since 1974, $400B lost
Intel stock (INTC) is down 27% today, on pace for its largest single-day loss since 1974. The share price has fallen 53% from the June 30 record...
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USDD Q3 treasury revenue rises 26.7% to $9.7 million
30 October 2026 — British Virgin Islands — USDD reported Q3 2026 treasury growth and continued expansion in circulating supply, TVL, and multichain...
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Coinbase says Amplitude breach exposed customer contacts; funds remain safe
Coinbase reported that a third-party incident at analytics provider Amplitude exposed contact information for a small subset of Coinbase customers....
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Crypto community urges CEXs to review security after Binance incident
이번 이슈: CEX 보안 사고 점검
- 주장 요약: 바이낸스 사고가 예견됐다는 주장과 코인베이스 해킹 은폐 루머가 확산됐다. 중앙화 거래소 CEX 보안 체계를 재점검할 필요가 있다는 의견이 제기됐다.
- 시장 영향: 보안 불신은 거래소 출금 증가, 거래량 분산,...
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Bitcoin drops below $80,000 as Fed holds rates steady
Bitcoin fell below $80,000 on October 29 as markets processed the Federal Reserve holding rates steady with a hawkish dissent. The Fed confirmed a...
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Binance hacker sent $1M tokens to Newton token contract
The Binance hacker accidentally sent 1M worth of tokens to the Newton token contract. Are you guys still copy-pasting when sending amounts this...
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Franklin Templeton launches Nasdaq ETFs that reinvest dividends into Bitcoin
프랭클린템플턴이 미국 주식 배당금을 활용해 비트코인 노출을 자동 축적하는 규칙 기반 ETF 두 종목을 나스닥에 상장했다. 종목명: FBEQ와 FIBT.
구성과 운용
- 초기 비중: 미국 주식 95%, 비트코인 노출 5%
- 배당 처리: 주식 배당금을 규칙에...
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Teku and Besu patch eMudhra certificate risk in trust stores
Ethereum client teams shipped mitigations for a trust-store exposure linked to compromised eMudhra certificate-authority keys: Teku 26.10.3 is the...
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Hacker used Tornado Cash; XRP activation blocked RLUSD withdrawal
If you’re very interested in this incident, I really hope you read this piece.
There are a few noteworthy points.
1. The hacker pulled funds from...
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Mirae Asset Hong Kong issues tokenized dollar notes on Solana for institutions
Mirae Asset Securities Hong Kong completed a tokenized issuance of six-month US dollar floating-rate funding notes on Solana for eligible...
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Binance will resume withdrawals within 48 hours, deposits unaffected
바이낸스는 출금 서비스를 개선 중이며 48시간 내 재개를 목표로 하고 있다. 입금 서비스는 정상 운영 중이다.
핵심 내용
출금: 일시 중단. 재개 목표: 48시간 이내.
입금: 영향 없음. 평소와 같이 정상 운영.
작업 범위: 출금 서비스와 관련 주소...
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Kamino launches Solana market for USDC loans against Backpack Securities tokenized equities
Kamino launched a dedicated Backpack Market on Solana that lets eligible users post select Backpack Securities tokenized equities as collateral to...
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Stellar launches Thruput preview with 7 million payments per second execution benchmark
Stellar Development Foundation unveiled Project Thruput on October 28 as a technology preview that revises how an execution engine handles competing...
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바이낸스 “내부 엔지니어 노트북 해킹으로 무단 출금 발생” 보고했다
바이낸스 공식 1차 보고서 핵심: 내부 DevOps 엔지니어의 노트북이 해킹되어 공격자가 시스템에 접근해 무단 출금을 실행했을 가능성. 지갑 개인키 유출 증거는 현재까지 없음.
- 전체 추정 피해: 약 63억 달러
- 온체인 동결 자산: 약 30억 달러, 피해액의...
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바이낸스가 초기 조사에서 노트북 해킹으로 무단 출금을 확인, 키 유출 증거 없음
바이낸스 초기 조사 결과: 데브옵스 엔지니어의 노트북이 해킹되어 공격자가 서비스 컨테이너에 접근했고, 이 경로를 통해 무단 출금 거래가 실행되었다고 추정한다. 현재까지 지갑 개인 키 유출 증거는 없다. 조사가 완료되면 사실 관계가 확인된 기술적 사후 분석 보고서를...
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Google Cloud previews threshold-signing crypto custody service for institutions
TL;DR: Google Cloud documented a pre-general-availability Multi-party Compute service for institutional digital-asset custody: threshold...
