News
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Nvidia spy link report triggers $650B swing in S&P 500 futures
US equity futures experienced a rapid whipsaw during the Sunday evening open. A post from The Kobeissi Letter claimed Nvidia CEO Jensen Huang...
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Nasdaq 100 futures erase losses as investors buy the dip
Nasdaq 100 futures reversed initial losses and turned positive after a brief selloff linked to social media allegations involving Nvidia CEO Jensen...
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Nasdaq 100 futures drop over 1% on Nvidia-related headlines
A post claims Nasdaq 100 futures fell more than 1% after Nvidia CEO Jensen Huang allegedly confirmed a romantic relationship with a Chinese spy....
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Coinbase holds 99% of customer assets in cold storage, outlines controls
TL;DR: Coinbase reports no impact from the reported Binance hot-wallet incident. It states that more than 99% of customer assets are in cold...
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Circle freezes $1.1B in USDC linked to Binance hack investigation
TL;DR: Circle froze approximately $1.1 billion in USDC linked to the reported Binance exploit in coordination with law enforcement. A freeze is...
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Nvidia CEO Jensen Huang emails employees about reported relationship claims
A social media post by The Kobeissi Letter states that Nvidia CEO Jensen Huang sent a company-wide email addressing a reported relationship with a...
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FinCEN and Fed withdraw proposed crypto Travel Rule expansion for cross-border transfers
TL;DR: FinCEN and the Federal Reserve withdrew a proposed expansion of US recordkeeping and Travel Rule requirements that would have covered...
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ChatGPT predicts 100x rise for ADA by 2027 on government adoption
AI models project a scenario where Cardano could become core public-sector infrastructure across multiple emerging-market and African nations by...
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FinCEN blocks MEXC Global's US banking access over alleged $16B illicit flows
FinCEN ordered US financial institutions to stop processing transfers involving MEXC Global: the agency linked at least $16 billion in transactions...
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Investors pour $2.2B into SOXL, second-largest daily inflow amid semiconductor selloff
반도체 3배 레버리지 ETF SOXL로 대규모 자금이 유입됐다. 한국 개인 투자자들의 집중 매수가 확인됐고, 이는 반도체 업황에 대한 확신과 동시에 투기적 매수세가 여전히 남아 있음을 보여준다. 메모리 공급 부족과 AI 인프라 수요가 지속되더라도 레버리지 포지션...
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Kraken parent Payward buys AAVE on secondary market, amount undisclosed
Payward, the infrastructure company behind Kraken, disclosed on November 5 that its affiliated fund Digital Asset Special Investments I and its...
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Solana Labs-backed Leap launches iOS beta for tokenized stocks and crypto
Leap, a Solana Labs-affiliated mobile trading app for tokenised stocks, ETFs, metals, currencies and crypto, launched an early-access iOS beta on...
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Aave Labs acquires Avon team to develop onchain fixed-rate lending
TL;DR: Aave Labs announced on November 6 it acquired Avon’s team and technology, including fixed- and floating-rate lending systems and an...
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시장이 메모리 슈퍼사이클 지속성 의심해 SK하이닉스 10% 급락
메모리 기업의 이익 급증과 높은 마진에도 불구하고 시장은 지속 가능성에 의문을 제기하고 있다. 가격 사이클과 공급 구조 변화가 밸류에이션을 좌우하는 상황이다.
주가와 실적 스냅샷
하이닉스 주가가 하루에 10% 하락했다.
메모리 5개사의 분기 합산...
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Elliptic traces $124M in Binance hack funds converted to Bitcoin
TL;DR: Elliptic’s November 6 analysis: approximately $124 million from the October Binance theft has been converted into Bitcoin, including...
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Coinbase launches integrated token issuer platform bundling sales, listings, liquidity and custody
Coinbase’s November 5 update outlines an integrated platform for token issuers that spans sales, distribution, listings, custody and liquidity. The...
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Amundi issues tokenised share class of STOXX Europe 600 fund on Ethereum
Amundi launched a tokenised share class of its Core STOXX Europe 600 equity index fund on public Ethereum, developed with CACEIS, according to a...
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Nasdaq lists Canary Staked INJ ETF under ticker INJC on November 5
TL;DR: Nasdaq listed the Canary Staked INJ ETF under ticker INJC on November 5, confirmed by the exchange’s listing notice and Canary Capital....
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Chainalysis restores KYT in phases, urges password resets and API key rotation
TL;DR: Chainalysis began phased restoration of KYT and address screening on November 6 after a cyberattack. The firm disclosed exposure of user...
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Zcash activates NU7, sets 25-second blocks, sends 60% of fees to reserve
Zcash activated NU7 at mainnet block 3,543,405. The upgrade reduces target block spacing from 75 to 25 seconds, recalibrates per-block rewards to...
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Central Bank of Nigeria requires stablecoin licenses, 10-15 billion naira capital
Nigeria’s central bank issued a November 5 framework for non-security virtual assets that focuses on payments and stablecoin regulation. It...
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October US jobs growth of 165,000 tempers Fed cut expectations
TL;DR: US nonfarm payrolls rose 165,000 in October and unemployment was 4.1%. The release adds evidence to the interest-rate debate but does not...
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IREN posts $200m AI Cloud revenue, mining drops to $28m
IREN’s September-quarter results show a rapid shift from Bitcoin mining to AI infrastructure: AI Cloud revenue reached $200 million, up from $71...
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TeraWulf Reports $63M AI leases, 83% of Q3 revenue
TeraWulf’s November 6 earnings show a business pivoting from Bitcoin mining to AI infrastructure: high-performance-computing leases produced $63...
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Trump asks UFC CEO Dana White to be White House press secretary
A post on X from The Kobeissi Letter states that President Trump asked UFC CEO Dana White to become the next White House Press Secretary and asked...
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Solana Foundation reduces slot time to 200ms, reports $5B tokenized assets
Solana Foundation’s November 6 roundup: two protocol upgrades activated in October, real-world assets reached $5 billion, and payments integrations...
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Samsung Wallet launches USDC on Solana for eligible US Galaxy users
TL;DR: Solana Foundation confirmed on November 5 that Samsung Wallet’s Stablecoin Account went live November 2 for eligible US Galaxy users:...
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Ethereum delays Hoodi fork over gas-accounting risks
TL;DR: Ethereum developers paused the next Glamsterdam step on the Hoodi testnet after researchers found applications that may rely on...
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BitFuFu mined 137 BTC in October, down from 167 in September
BitFuFu reported October Bitcoin production of 137 BTC, down from 167 BTC in September, while managed hashrate stayed near 19.5 EH/s. The company’s...
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Strive reports $509M Q3 profit, adds 8,136 BTC to holdings
Strive reported significant third-quarter changes to its balance sheet: $509 million in GAAP net income for the quarter ending September 30 and...