Money & Markets金融投资认知

CZ says US law enforcement agencies including the FBI, Secret Service and IRS provided critical help during the Binance incident, tracking and freezing stolen funds, and credits them with limiting Bitcoin's price decline.

CZ 表示，美国 FBI、特勤局、IRS 等执法机构在币安被盗事件中协助追踪并冻结资金，并认为这些机构对稳定比特币价格功不可没。

CZ reports that 12 hours after Binance resumed withdrawals, net outflows were 2.1% with over $1 billion in total flow, and 98% of users chose to stay on the platform.

CZ 披露，币安恢复提币 12 小时后净流出 2.1%，逾 10 亿美元资金流动，98% 用户选择留存。

Binance announced the re-enabling of withdrawals for BTC, ETH, USDT, USDC, BNB, XRP and Base network assets across multiple chains.

币安宣布恢复 BTC、ETH、USDT、USDC、BNB、XRP 及 Base 链上相关资产的提币功能。

BMO notes Canadian home prices have fallen 20.5% nationally from their early-2022 peak, approaching the 26% decline the US saw during the 2008 housing crash.

加拿大全国房价自 2022 年初峰值已下跌 20.5%，接近美国 2008 年房价崩盘时 26% 的跌幅，BMO 如此表示。

CZ warns that screenshots and videos are easy to fake, identifies one circulating chat image as fake, and says he cannot verify other claims being spread online.

CZ 警告称，截图和视频容易伪造，指出流传帖子中的聊天截图系伪造，其余说法无法核实。

The combined capex of Amazon, Alphabet, Meta and Microsoft rose $36.9 billion in Q3 2026 to a record $201.9 billion, more than doubling over the past 12 months and up 356% since Q1 2024, driven by AI investment.

亚马逊、Alphabet、Meta 和微软四大科技巨头 2026 年第三季度合计资本支出达创纪录的 2019 亿美元，同比增长 369 亿美元，过去 12 个月翻倍，较 2024 年第一季度增长 356%。

Binance announced it would resume phase-one withdrawals on Nov 1 between 06:00–09:00 UTC, covering 15 currencies across 15 networks; wallets for other currencies remain under security audit.

币安宣布于 2026 年 11 月 1 日 UTC 06:00 至 09:00 恢复第一阶段提现，首批覆盖 15 条网络的 15 种币，其他钱包仍在安全审计中。

The largest US physical-gold-backed ETF, GLD, saw $1.8 billion in outflows in October, its biggest monthly withdrawal since June and third-largest since February 2024, bringing year-to-date outflows to $3.8 billion.

最大的美国实物黄金支持 ETF（GLD）10 月录得 18 亿美元资金流出，为 6 月以来最大单月流出，也是 2024 年 2 月以来第三大月度流出；年初至今累计流出 38 亿美元。

OKX's Star said the exchange detects and responds to various cyberattacks monthly, including advanced persistent threats targeting the crypto industry, crediting 13 years of accumulated security capabilities for continued stable operations.

OKX 的 Star 表示，OKX 每月检测并应对各类网络攻击，包括针对加密行业的 APT 攻击，13 年积累的安全体系使其在复杂威胁下保持平稳运行。

The Federal Reserve's 2025 Survey of Consumer Finances shows a wide wealth gap by age: median household net worth is $33,000 for those under 35, rising to $504,900 for those 75 and older.

美联储 2025 年消费者财务调查显示，美国家庭财富差距悬殊：35 岁以下中位净资产仅 3.3 万美元，75 岁以上达 50.49 万美元。

On-chain data shows the Binance hacker sold 908,793 PROM tokens worth roughly $5 million into a nearly empty Uniswap V2 pool, receiving only 0.0316 ETH, worth about $71.

链上数据显示，币安黑客将 908,793 枚 PROM（约 500 万美元）卖入近乎空仓的 Uniswap V2 流动性池，实际仅获得 0.0316 ETH（约 71 美元）。

Binance recorded more than $3.5 billion in net outflows after resuming withdrawals following a $6.3 billion cryptocurrency theft, according to DefiLlama. The exchange says it has replaced 95% of stolen assets.

币安在遭遇 63 亿美元加密货币盗窃事件后恢复提款，随即录得逾 35 亿美元净资金流出；该交易所称已补足 95% 的被盗资产。

The Kobeissi Letter reports China's copper import premium over LME prices has surpassed $200 per ton, a record high, signaling an extremely tight global copper market.

The Kobeissi Letter 称，中国铜进口溢价已超过伦敦金属交易所铜价每吨 200 美元，创历史新高，全球铜市场供应极度紧张。

Binance's Yi He warned there is currently no cash-voucher campaign; a community rewards programme requires regulatory approval before launch, and users should guard against phishing and scam links.

币安何一警告：目前无现金券活动，社区奖励活动须待监管审批后上线，请警惕各类钓鱼和诈骗链接。

The FBI, Secret Service and IRS Criminal Investigation jointly confirmed North Korea's government as the perpetrator of the theft of over $6 billion from Binance, naming the operation "TraderTraitor" and noting stolen funds are being converted to Ethereum and laundered via decentralised tools and swap services.

FBI、特勤局、国税局刑事调查处联合确认朝鲜政府是此次盗取币安逾 60 亿美元资产的幕后黑手，将该行动命名为“TraderTraitor”，并观察到被盗资金正被转换为以太坊并通过去中心化工具和快速兑换服务洗钱。

German day-ahead electricity prices hit €315/MWh on Wednesday, the highest since 2024, driven by surging gas prices. Year-ahead power reached €163/MWh, the highest since 2023.

德国日前电价飙升，隔日电力价格周三触及 315 欧元/兆瓦时，为 2024 年以来最高；年度远期电价达 163 欧元/兆瓦时，为 2023 年以来最高。

The S&P 500 Equal-Weight Index outperformed the S&P 500 by 5.7 percentage points in October, its largest monthly outperformance since April 2009 and second-largest since the 1990s, gaining 4.8% on the month.

标普 500 等权重指数 10 月跑赢标普 500 指数 5.7 个百分点，为 2009 年 4 月以来最大月度超额表现，也是 1990 年代以来第二大；等权重指数当月上涨 4.8%。

On-chain data shows the Binance hacker moving roughly 970,000 SOL worth about $95.9 million and swapping it for BTC via Relay Protocol, with 486,970 SOL moved in a single hour.

链上数据显示，币安黑客正通过 Relay Protocol 将约 9.7 万枚 SOL（约 9590 万美元）兑换为 BTC，一小时内已转移逾 4.86 万枚 SOL。

The US goods trade deficit widened to $134.9 billion in September, its largest since March 2025, as imports rose to a record $344.2 billion, led by a 7.5% monthly jump in capital goods.

美国 9 月商品贸易逆差扩大至 1349 亿美元，为 2025 年 3 月以来最大缺口；进口增至创纪录的 3442 亿美元，主要由资本品进口环比增长 7.5% 拉动。

According to Parcel and Redfin data, 44% of US homes for sale now have a price cut, sellers outnumber buyers by 63% — the biggest gap since the post-2008 housing crash — and existing home sales are near multi-decade lows.

Redfin 及 Parcel 数据显示，当前 44% 的美国在售房屋已降价，卖家数量超买家 63%，为 2008 年金融危机后最大差距，成屋销售接近数十年来最低水平。

US private fixed investment in information processing equipment and software grew at an annualized rate of 7.3% in Q3 2026 to a record $1.77 trillion, the largest quarterly increase since Q4 1983, reflecting rapid acceleration in AI spending.

美国信息处理设备及软件私人固定投资 2026 年第三季度年化增速达 7.3%，创纪录的 1.77 万亿美元，为 1983 年第四季度以来最大季度增幅，反映 AI 支出快速扩张。

The Kobeissi Letter reports US medical care prices have surged 132% since 2000, the largest increase among major consumer spending categories, outpacing shelter costs up 127% and food up 112%.

The Kobeissi Letter 指出，自 2000 年以来，美国医疗费用上涨 132%，在主要消费支出类别中涨幅最大，同期住房成本上涨 127%，食品价格上涨 112%。

The Kobeissi Letter reports US retirement assets surged $3.8 trillion, or 7.9%, in Q2 2026 to a record $51.2 trillion, led by a $1.7 trillion jump in IRA assets to $19.9 trillion.

The Kobeissi Letter 报道，2026 年二季度美国退休资产激增 3.8 万亿美元（+7.9%），达到 51.2 万亿美元历史新高，其中 IRA 账户资产跳升 9.2% 至 19.9 万亿美元。

Binance's Yi He announced that new withdrawal addresses have been added to the exchange's Proof of Reserves and are now available for users to verify.

币安何一表示，新提现地址已加入储备金证明（PoR），用户现可查验。

On-chain data shows the Binance hacker dumped over 130 altcoins on EVM chains, receiving approximately 123,400 ETH and 1.69 million USDC, totalling around $279 million.

链上数据显示，币安黑客在 EVM 链上共抛售逾 130 种山寨币，合计获得约 12.34 万枚 ETH 及 169 万枚 USDC，总价值约 2.79 亿美元。

Binance's Yi He warned users to be alert to a specific type of hacking and phishing attack circulating amid the ongoing security incident.

币安何一提醒用户警惕此类黑客攻击和钓鱼手法，安全第一。

On-chain analyst EmberCN noted the FBI has asked THORChain to block laundering of stolen Binance funds, and argued hackers favour THORChain because the protocol does not block proceeds of theft and earns fees from such transactions.

余烬指出 FBI 已要求 THORChain 拦截币安被盗资金的洗钱交易，并分析黑客选用 THORChain 的原因是其不拒绝被盗资金交易、从中赚取手续费。

Lookonchain reports that unauthorized attackers are reportedly draining hot wallets on BTCPay Server instances, and advises users running such instances to shut them down immediately.

Lookonchain 警告，BTCPay Server 实例遭未经授权攻击者盗取热钱包资金，建议用户立即关闭其 BTCPay Server 实例。

Charlie Bilello notes the S&P 500 has suffered 12 bear markets without a recession since 1929, including declines of 20% or more in 2018, 2022, and 2025, illustrating that stocks can crash without economic contraction.

Charlie Bilello 指出，股市并不等于经济：自 1929 年以来，标普 500 指数在没有经济衰退的情况下经历了 12 次熊市，包括 2018 年、2022 年和 2025 年各超 20% 的下跌。

Jeffrey Gundlach calls Anthropic's pursuit of an investment-grade bond rating "simply absurd" and says any rating agency that might grant such a rating should be investigated or shut down.

杰弗里·冈拉克表示，Anthropic 寻求投资级债券评级“荒谬至极”，并称任何可能给予此评级的评级机构都应受到调查或关闭。

According to on-chain analyst SomaXBT, approximately two days after the Binance attack, the attacker transferred around $242 million via Tron-related channels, while over $3 billion in stolen assets remain largely untouched.

据链上分析师 SomaXBT，Binance 被黑约两天后，攻击者已通过 Tron 转移约 2.42 亿美元，逾 30 亿美元被盗资产仍大部分未动。

A list of Apple's CEOs shows Tim Cook served from 2011 to 2026, with John Ternus succeeding him as the current chief executive.

据报道，苹果公司 CEO 蒂姆·库克已于 2026 年卸任，由约翰·特纳斯接任。

0xAA warns of a critical Linux kernel IPv4 TCP handshake vulnerability (remote UAF, no authentication required) that could expose servers to remote root access. Go 1.24+ programs, including Ethereum nodes such as geth, are in the affected range by default.

0xAA 警告：Linux 内核 IPv4 TCP 握手存在远程 UAF 漏洞，无需认证即可触发，可能导致内核内存泄露或远程 root 权限。Go 1.24+程序（含 geth 等以太坊节点）默认启用 MPTCP 监听，符合已知利用条件，节点运营者需警惕。

Anza has urged Solana validators to act on a critical Linux kernel vulnerability.

Anza 敦促 Solana 验证者针对一个严重的 Linux 内核漏洞采取行动。

The FBI has officially attributed the Binance hack to North Korean hacker groups, consistent with prior FBI attributions of major crypto and cybersecurity incidents to Lazarus Group and related actors.

FBI 正式将币安被盗事件归因于朝鲜黑客组织，此前 FBI 已多次将重大加密货币及网络安全事件归咎于 Lazarus Group 等朝鲜相关黑客团体。

Anthropic filed publicly for a Nasdaq IPO on October 26 under the ticker ANT, targeting a mid-to-late November listing at a valuation of $1.5 trillion to $2 trillion, despite a junk credit rating from a pre-IPO ratings firm.

Anthropic 已于 10 月 26 日正式向纳斯达克提交 IPO 申请，股票代码 ANT，计划 11 月中下旬上市，目标估值 1.5 万亿至 2 万亿美元，此前已有机构给出垃圾级信用评级。

According to the post, South Korea's October export data functions as a proxy for memory chip sales, suggesting memory sales hit a new record in October.

川沐指出，韩国 10 月出口数据相当于存储芯片销售数据，显示 10 月存储芯片销售继续创纪录。

In the trading week of October 26–30, Bitcoin spot ETFs recorded net outflows of $203 million, with Fidelity's FBTC leading at $166 million, while Ethereum spot ETFs saw $432 million in net outflows.

上周（10 月 26 日至 30 日），比特币现货 ETF 净流出 2.03 亿美元，其中富达 FBTC 流出居首；以太坊现货 ETF 净流出 4.32 亿美元。

BTCPay Server issued an emergency alert reporting multiple cases of hot wallets being drained by hackers, urging all users running instances to shut down their servers immediately.

比特币橙子 Trader 报告：开源支付处理器 BTCPay Server 发出紧急警报，陆续收到用户热钱包被黑客清空的报告，官方要求所有运行实例的用户立即关闭服务器。

Solana Mobile says a malicious "SKR Claim" app that requested seed phrases was live on the Solana dApp Store for one hour following unauthorized access to its publishing portal.

Solana Mobile 称，一款恶意“SKR Claim”应用在其发布门户遭未授权访问后，曾在 Solana dApp 商店上线一小时，该应用会索取用户助记词。

Lanhubiji describes a case where a wallet dumped tokens with a nominal value of $5 million into a near-empty Uniswap V2 pool, receiving back only 0.0316 ETH (under $100), with arbitrage bots capturing the resulting price dislocation.

蓝狐分析：一笔链上操作将名义价值 500 万美元的 PROM 代币砸入几乎无 ETH 流动性的 Uniswap V2 池，最终仅换回价值不足 100 美元的 0.0316 枚 ETH，套利机器人从中获利。

On-chain analyst EmberCN traced POAP founder Patricio Worthalter selling 2,000 ETH on-chain for 4.53 million USDC at an average of $2,269, then transferring the USDC to a wallet previously identified as a 2015 ICO whale address.

链上分析师余烬追踪发现，POAP 创始人 Patricio Worthalter 在链上抛售 2000 枚 ETH 换为 453 万枚 USDC，均价 2269 美元，随后将 USDC 转至此前被标记的 2015 年 ICO 远古巨鲸地址。

According to the post, Intel's EMIB advanced packaging technology achieves an overall yield of 60–65%, with the silicon bridge die embedding step yielding only 25–30%, compared to TSMC's CoWoS yield of roughly 98%.

勃勃 OC 指出，英特尔 EMIB 先进封装技术整体良率约 60%–65%，其中硅桥接芯片嵌入工艺良率仅 25%–30%；相比之下，台积电 CoWoS 良率约 98%。

The author reports a sharp drop in GPU compute rental prices: B300 capacity that was in short supply at $7.9 per hour last month is now being offered by suppliers at $4.6 per hour with no long-term contract required.

勃勃 OC 称，GPU 算力租赁价格急剧下滑：B300 算力上月供不应求，报价每小时 7.9 美元，现已跌至 4.6 美元且无需长期合约，供应商反求租用方接盘。

Gate says it has frozen two accounts linked to the Binance hacker after approximately $250,000 in deposits were flagged, and will fully cooperate with law enforcement.

Gate 表示已冻结与 Binance 黑客相关的两个账户，此前约 25 万美元存款被标记，Gate 将全力配合执法部门调查。

Kioxia's profit forecast came in below market expectations, sending its shares down 14%.

铠侠（Kioxia）利润预测低于市场预期，股价单日下跌 14%。

Anthropic disclosed that an internal Claude model successfully wrote working exploit code for Linux kernel vulnerability CVE-2026-98432 and achieved remote root access in a lab environment within 53 minutes.

比特币橙子 Trader 报告：Anthropic 披露其内部 Claude 模型针对 Linux 内核漏洞 CVE-2026-98432，成功在 53 分钟内编写出可用的远程攻击代码并在实验室环境中取得 Root 权限。

China's auto exports to the EU reached 1.83 million units in the first nine months of 2026, already surpassing all of last year; PHEV exports surged 372% year-on-year while BEV exports nearly doubled despite high tariffs, partly driven by front-loading.

Alex_感知援引数据称，2026 年前 9 个月中国对欧盟汽车出口达 183 万辆，超过去年全年；插混出口同比暴涨 372%，纯电在高关税下仍近翻倍，整体增速存在抢出口因素。

On-chain analyst Ai Ayi reports that a wallet linked to Kanye West appears to have withdrawn 2,074 ETH from Binance after withdrawals resumed, following an earlier sale of 1,390 ETH to reduce liquidation risk. The address currently has 21,109 ETH collateralised with $27.71 million in stablecoin debt.

链上分析师 Ai 姨追踪：疑似侃爷关联地址在币安被盗后抛售 1390 枚 ETH 以降低清算风险，今日币安恢复提现后又从 Binance 提出 2074 枚 ETH，目前共抵押 21109 枚 ETH 借出 2771 万美元稳定币，健康度分别为 1.44 和 1.62。

On-chain analyst EmberCN reports the hacker behind the 2022 Pando Rings $22 million theft bought 7,548 ETH for 16.98 million DAI during the post-Binance-hack dip, then laundered 4,000 ETH (around $9.22 million) through Tornado Cash two hours later.

链上分析师余烬追踪：4 年前盗取 Pando Rings 约 2200 万美元资产的黑客，在币安被盗引发市场下跌后花 1698 万 DAI 买入 7548 枚 ETH，2 小时前又将其中 4000 枚 ETH（约 922 万美元）通过 Tornado Cash 转走洗钱。

Binance resumed phased withdrawals for 15 networks, with the damage compensation rate reaching 95%. Post-resumption net outflows totalled approximately $3.64 billion, equal to about 2.1% of total assets under management.

Binance 昨日启动分阶段恢复提现，首批 15 条网络资产已恢复，受损资产补足率升至 95%；恢复提现后平台出现约 36.4 亿美元净流出，仅占平台总管理资产的 2.1%。

China Index Academy data shows 100 major developers' cumulative sales reached 2.537 trillion yuan in January–October 2026, with October monthly sales of roughly 277.3 billion yuan rising sequentially; new-home transactions in key cities fell 12% year-on-year while second-hand home volumes rose 20.4%.

中指研究院数据显示，2026 年 1 至 10 月百家房企销售总额 2.537 万亿元，10 月单月约 2773 亿元，环比连续回升；重点城市新房同比降 12%，二手房同比升 20.4%。

Morgan Stanley reports that hedge funds have turned underweight on the entire AI investment theme for the first time since early 2023, and that two rounds of de-grossing this summer and in October together represent the longest and largest de-risking episode for long/short funds in over 15 years.

摩根士丹利报告称，对冲基金自 2023 年初以来首次整体低配 AI 投资主题；今夏与 10 月的两轮去杠杆，构成过去逾 15 年来多空基金持续时间最长、规模最大的去风险化过程。

Michael Saylor says Binance has committed its own balance sheet to making customers whole and he expects it to deliver, adding the industry will learn from the incident and emerge stronger.

Saylor 表示币安已承诺动用自有资产弥补用户损失，他预计币安将兑现承诺，并认为此次事件将推动行业加强安全建设。

Coinbase CEO Brian Armstrong says his team is blocking sends to compromised wallets and has reached out to Binance to offer help following the hack.

Coinbase CEO Brian Armstrong 表示，该公司正积极阻止向被攻陷钱包的转账，并已主动联系币安提供协助。

CZ notes the Binance hack of $6.3 billion is the largest ever in dollar terms but not in BTC terms, pointing out Mt. Gox involved 650,000 BTC.

CZ 指出，此次$63 亿币安黑客事件按美元计是史上最大，但以比特币计远不及 Mt.Gox 的 65 万枚 BTC 损失。

Yi He states that user funds are safe, Binance will cover all hacking losses, and deposits and withdrawals are temporarily suspended while the team conducts security checks and works with law enforcement. A full post-mortem will follow.

币安联创何一确认用户资金安全，币安将承担所有被盗损失，存提款暂停，调查完成后将发布完整事后报告。

The Kobeissi Letter lists tech stocks in bear market territory, led by AppLovin (-68%), Coinbase (-62%), CoreWeave (-60%), Arm Holdings (-55%), and Intel (-54%), among others.

科贝西快报列出科技股熊市跌幅榜：AppLovin 跌 68%、Coinbase 跌 62%、CoreWeave 跌 60%、Arm Holdings 跌 55%，英特尔跌 54%，多只个股跌幅超五成。

ZachXBT reports the Arbitrum Security Council has executed a transaction to freeze approximately $30.5 million linked to the Binance exploit.

ZachXBT 披露，Arbitrum 安全委员会已执行交易，冻结来自币安黑客攻击的约 3050 万美元资产。

French lawmakers approved a tax of €0.055 per gigabyte of data sent to French users by companies such as Netflix and YouTube; the levy falls on companies but could be passed on to consumers.

法国议员批准对 Netflix、YouTube 等公司征收每千兆字节 0.055 欧元的数据传输税，税由企业承担，但成本或转嫁给用户。

The Kobeissi Letter reports that Anthropic is expected to receive a "high junk" credit rating from major agencies after its IPO, which could come as soon as November, with Blackstone having told investors it likely will not achieve investment-grade status, per the FT.

据《金融时报》，Anthropic 计划最快于 11 月 IPO，黑石已告知投资者其可能获得“高收益垃圾级”信用评级，而非投资级。

Yi He provides a service update: deposits continue normally, and Binance expects to resume withdrawal services within 48 hours while teams work on withdrawal service enhancements and address controls.

币安联创何一更新服务状态：存款正常运营，提款服务预计 48 小时内恢复，地址管控功能正在优化。

A Goldman Sachs study finds that higher AI adoption is associated with weaker employment growth and higher unemployment.

高盛研究显示，AI 普及率上升与就业增长放缓及失业率上升存在关联。

The Nasdaq 100 entered a technical correction, falling 10% from its October 6 record high. Intel is down 31% on the day, its largest single-day drop since its 1971 IPO.

纳斯达克 100 指数较 10 月 6 日历史高点下跌 10%，进入技术性调整区间；英特尔单日跌幅达 31%，创 1971 年上市以来最大单日跌幅。

Star_OKX states that the security incidents at Bybit, Bitget, and Binance should be a wake-up call, arguing that security must be treated as a shared industry responsibility rather than a domain of commercial competition.

OKX Star_OKX 指出，Bybit、Bitget、币安相继遭黑客攻击，安全不应成为商业竞争领域，而是全行业保护用户的共同责任。

Yi He says Binance's SAFU fund and holdings include large amounts of BTC and ETH, and the company is currently buying back all stolen altcoins in matching amounts through OTC and on-exchange channels.

币安联创何一表示，币安 SAFU 基金及公司持仓包含大量 BTC 和 ETH，目前正通过场外及场内交易回购等量被盗山寨币。

The US government borrowed a record $839 billion this week through Treasury bill and note sales, covering maturing debt repayments and additional federal deficit financing.

美国政府本周通过出售国债筹资 8390 亿美元，创历史纪录，用于偿还到期债务及为联邦赤字融资。

Yi He announces that the Arbitrum Security Council has executed a transaction freezing approximately 30.5 million dollars linked to the Binance exploit.

币安联创何一表示，Arbitrum 安全委员会已执行交易，冻结约 3050 万美元与币安被盗事件相关资产。

S&P Global revised its outlook on Meta to "negative," citing significant uncertainty around capital expenditure and free operating cash flow, and expecting leverage could exceed 1.0x.

标普全局将 Meta 展望调整为“负面”，理由是资本支出及自由经营现金流存在“重大不确定性”，并预计其杠杆率可能超过 1.0 倍。

On-chain data from Lookonchain shows the Binance hacker finished swapping UNI, ENA, PEPE, LINK, AAVE, ONDO and WLD into a total of 70,480 ETH worth approximately $158.25 million.

链上数据显示，币安黑客已完成抛售 UNI、ENA、PEPE、LINK、AAVE、ONDO、WLD 等代币，共换得约 70480 枚 ETH（约 1.5825 亿美元）。

Lookonchain reports the Binance hacker mistakenly sent approximately $3.32 million worth of altcoins to the NEWT token contract address, making the funds unrecoverable.

链上数据显示，币安黑客误将约 332 万美元的山寨币发送至$NEWT 代币合约地址，相关资金已无法追回。

Tyler Winklevoss says Gemini is safe, is monitoring the situation, and is doing what it can to help Binance.

Gemini 联合创始人 Tyler Winklevoss 表示，Gemini 自身安全，正密切关注事态发展并尽力协助币安。

0xSun offers the view that Binance has the capacity to cover this hack without a bank-run risk, but the incident has dealt another blow to industry and user confidence, suggesting that absolute security on blockchain can no longer be taken for granted.

0xSun 认为，以币安的实力补上此次漏洞问题不大，挤兑风险较低，但事件再次打击行业和用户信心，区块链的绝对安全神话已被打破。

AB Kuai.Dong reports that Binance co-founders CZ and Yi He confirmed Binance holds over one billion dollars in SpaceX shares, stemming mainly from a 500-million-dollar investment in Elon Musk's Twitter acquisition in 2022. Yi He says annual revenue can cover the billions stolen.

AB 快董报道，币安创始人 CZ 及联创何一确认，币安持有逾 10 亿美元 SpaceX 股份，主要来自 2022 年为马斯克收购推特所投的 5 亿美元；何一表示被盗数十亿美元可由公司年度收入弥补。

0xAA argues that EIP-7702, designed to give Ethereum EOA wallets smart contract capabilities while preserving existing addresses and keys, has exposed a serious design flaw by introducing a high-privilege authorization mechanism that can be exploited in phishing attacks.

0xAA 指出，EIP-7702 初衷是让以太坊 EOA 钱包获得智能合约钱包能力，但实际暴露了严重设计缺陷：为钓鱼攻击引入了权限极高的授权机制。

Bitcoin Oranges Trader details the Binance hack mechanics: attackers, unable to know the real-time nonce of Binance's hot wallet, packed 50 EIP-7702 authorization signatures covering a range of consecutive nonces into a single transaction, with only one ultimately confirmed on-chain.

比特币橙子 Trader 披露，黑客因不知币安热钱包实时 nonce，在同一笔交易中塞入 50 份 EIP-7702 授权签名覆盖连续 nonce 范围，最终仅 1 份成功上链完成攻击。

TJ_Research notes Reddit's management said Google no longer drives traffic to the platform as AI search reduces click-throughs to sources, while Google's own search query growth hit a five-year high but AI-mode monetization remains weak.

投资 TALK 君指出，Reddit 财报显示谷歌已无法为其带来流量，AI 搜索使用户不再点击内容来源；与此同时，谷歌搜索量同比增速创五年新高，但 AI 搜索模式变现能力偏弱。

Qinbafrank reviews Intel's Q3 results, saying server data-center growth beat his expectations but a sharper-than-expected PC inventory cut is weighing heavily on Q4 profits, and data-center gains are insufficient to offset the drag at the group level.

qinbafrank 点评英特尔三季报：数据中心服务器业务增长好于预期，但 PC 客户削减采购速度超预期，大幅拖累四季度利润，数据中心增长对集团整体盈利的支撑力度也被高估。

Qinbafrank notes Intel's intraday decline of 30.22% may be a record single-day drop for any US-listed company with a market cap above $100 billion, adding that near-term sentiment appears largely exhausted but a fundamental recovery will take time.

qinbafrank 指出，英特尔当日盘中跌幅达 30.22%，或创下美股市值千亿美元以上上市公司单日盘中跌幅纪录，认为短期悲观情绪已基本释放，但基本面反转仍需时间。

Qinbafrank analyzes Amazon's Q3 results, saying revenue came in slightly below expectations largely because Prime Day was shifted to Q2 this year from Q3 last year, calling the miss a timing issue and the overall results solid despite the shortfall.

qinbafrank 解读亚马逊三季度财报：营收略低于预期，主要因 Prime Day 会员日今年提前至二季度举行（去年为三季度），属时间性因素，整体业绩“瑕不掩瑜”。

TJ_Research summarizes October US sector performance: consumer staples +11%, utilities +10%, healthcare +10%, TLT +5.2%, while tech fell 8.3% and semiconductors dropped 17%, showing a sharp defensive-versus-growth divergence.

投资 TALK 君梳理 10 月板块走势：必需消费品+11%、公用事业+10%、医疗+10%、TLT+5.2%，而科技-8.3%、半导体-17%，呈现明显的防御与成长分化格局。

CZ says Binance appears to have been hacked, with Tether freezing roughly $971 million and Circle freezing roughly $823 million. No longer managing Binance, CZ says as a shareholder he expects all user funds to be fully covered.

CZ 表示币安疑似遭到黑客攻击，Tether 已冻结约 9.71 亿美元、Circle 已冻结约 8.23 亿美元资产。CZ 称自己已不再管理币安，但作为股东预计用户资金将获全额赔付。

CZ says the loss from the Binance hack may be higher than initially reported but confirms it will be covered.

CZ 补充称此次币安黑客攻击的损失可能高于此前数字，但承诺将全额弥补。

Intel stock fell more than 22% after hours following weaker-than-expected earnings; the company attributed the shortfall to softness in the PC market.

英特尔（$INTC）因第三季度营收不及预期，盘后股价暴跌逾 22%，公司将疲软业绩归因于 PC 市场需求低迷。

Amazon stock dropped more than 12% after hours on weaker-than-expected Q3 earnings, erasing over $315 billion in market cap.

亚马逊（$AMZN）公布第三季度业绩不及预期，股价盘后暴跌逾 12%，市值蒸发逾 3150 亿美元。

DoorDash will acquire Instacart for approximately $17 billion, according to CNBC.

据 CNBC 报道，DoorDash 将以约 170 亿美元收购 Instacart。

Strategy reports Q3 2026 results: $21 billion operating income described as its largest quarter ever, $21 billion raised year-to-date, and 848,517 BTC held, up 26% year-to-date.

Strategy 公布 2026 年第三季度业绩：运营收入 210 亿美元（史上最高单季），年初至今融资 210 亿美元，持有 848,517 枚比特币（较年初增长 26%）。

More than 60% of S&P 500 components are now down 20% or more from record highs; four of the Magnificent 7 stocks are in bear market territory, with the group collectively shedding over $4 trillion in market cap.

标普 500 指数逾 60% 的成分股已从历史高点下跌超 20%，进入熊市区间；“科技七巨头”中四只股票亦跌入熊市，七股合计市值已蒸发逾 4 万亿美元。

CZ says Singapore police have reported that Ledger's supply chain in Singapore is also compromised, and urges crypto users in the country to take extra precautions.

CZ 援引新加坡警方消息称，Ledger 在新加坡的供应链同样遭到入侵，提醒当地加密用户保持警惕。

CZ says the incident appears to be a front-end injection attack that substitutes a malicious transaction while displaying a legitimate one for the user to sign.

CZ 分析称，涉及 Ledger 的事件似乎是前端注入攻击，攻击者植入错误交易但向用户显示合法交易以诱导签名。

Binance co-founder Yi He says the company is aware of reports of a potential security issue and security teams are urgently investigating, with updates to follow via official channels.

币安联合创始人何一表示，已知悉有关潜在安全问题的报告，安全团队正在紧急调查，将通过官方渠道发布经核实的信息。

Bitcoin fell below $79,000 and Ether dropped below $2,250 as the technology stock selloff deepened.

随着科技股抛售加剧，比特币跌破 79,000 美元，以太坊跌破 2,250 美元。

Reddit stock fell more than 12% after hours after reporting a weaker-than-expected daily active user count and disappointing Q4 guidance.

Reddit（$RDDT）公布日活跃用户数及第四季度业绩指引均不及预期，股价盘后下跌逾 12%。

Yi He thanks the Ripple team for promptly freezing approximately 200 million dollars in assets and states that user funds are safe.

币安何一表示，感谢 Ripple 团队迅速冻结约 2 亿美元资产，并称用户资金安全（SAFU）。

Yi He thanks Tether for freezing approximately 971 million dollars and Circle for freezing approximately 823 million dollars in response to an apparent security incident at Binance.

币安何一感谢 Tether 冻结约 9.71 亿美元、Circle 冻结约 8.23 亿美元，应对疑似安全事件。

Amazon reported Q3 EPS of $1.89 versus an estimate of $1.96, and revenue of $201 billion against an estimate of $202 billion, missing on both metrics.

亚马逊第三季度每股收益 1.89 美元（预期 1.96 美元），营收 2010 亿美元（预期 2020 亿美元），均低于市场预期。

Star_OKX comments that a combination of ICE's institutional market infrastructure, Trade[XYZ]'s on-chain innovation, and OKX's trading technology is a significant step toward bringing regulated perpetual futures to the US market.

OKX 的 Star_OKX 评论称，ICE 机构级市场基础设施、Trade[XYZ]的链上创新与 OKX 的交易技术合作，是将永续合约引入受监管美国市场的重要一步。

Yi He thanks the World Liberty Fi team for freezing 27 million dollars in USD1 and approximately 48 million WLFI tokens, and says withdrawals are disabled until the security environment is confirmed safe.

币安何一感谢 World Liberty Fi 团队冻结 2700 万美元 USD1 及约 4800 万枚 WLFI，并宣布提现暂时关闭，直至安全环境得到确认。

On-chain data shows the Binance hacker is swapping PEPE, UNI, LINK and other tokens for ETH. The hacker still holds large altcoin positions including 217 million ENA worth roughly $39.5 million.

链上数据显示，币安黑客正在将持有的 PEPE、UNI、LINK 等代币兑换为 ETH，目前仍持有价值约 3,951 万美元的 ENA 及其他大量山寨币。

On-chain data indicates Binance was hacked for over $5.8 billion, with $1.58 billion in USDT and $823 million in USDC — totalling roughly $2.41 billion — already frozen.

链上数据显示，币安本次黑客攻击损失逾 58 亿美元，其中 15.8 亿 USDT 与 8.23 亿 USDC（合计约 24.1 亿美元）已被冻结。

Chainlink has launched 24/7 pricing for tokenized stocks, with integration into Aave loans described as coming soon.

Chainlink 宣布为代币化股票推出全天候定价服务，并将很快引入 Aave 贷款业务。

Singapore police said on October 28 that some Ledger hardware wallets sold by local retailers contained malicious hardware implants capable of stealing cryptocurrency.

新加坡警方 10 月 28 日表示，在当地零售商购买的部分 Ledger 硬件钱包内含恶意硬件植入物，可窃取加密资产。

Star_OKX calls on crypto exchanges and stablecoin issuers to build an industry-wide security response mechanism with a real-time alert system for sharing information and coordinating responses when hacks occur.

Star_OKX 呼吁加密行业——包括交易所和稳定币发行方——共建行业级安全响应机制，建立实时警报系统，在黑客攻击发生时即时共享信息并协调应对。

Intel's Q4 revenue guidance came in at roughly $15.5B, well below the $17B consensus, with profit margins also missing expectations by about 6 percentage points.

英特尔发布第四季度营收展望约 155 亿美元，远低于市场预期的 170 亿美元，利润率预期也低于预期约 6 个百分点。

EnHeng states that Binance's total theft in this incident amounts to approximately 5.6 billion dollars, attributing the breach to a private key or signing service compromise rather than a smart contract vulnerability, noting that the transactions were self-signed by Binance accounts.

链上分析人士 EnHeng 称，币安此次共被盗约 56 亿美元，安全漏洞疑似来自私钥或签名服务，而非合约漏洞，并指出相关转账均由币安账户自行签名。

BITWU.ETH reviews the trajectory of Ethereum L2s, identifying 2023 to end-2024 as the peak period and the March 2023 ARB airdrop as a key turning point, and notes a website tracking L2 history.

BITWU.ETH 回顾以太坊 L2 发展轨迹，指出 2023 年至 2024 年底为 L2 最高光阶段，2023 年 3 月 ARB 空投为重要转折点，并介绍了一个追踪 L2 历史的网站。

Alex_感知 notes that the EU has moved up its elimination of the sub-€150 small-parcel tax exemption from the originally planned 2028 to 2025, with a flat €3 duty now applied per parcel.

Alex_感知指出，欧盟原定 2028 年取消 150 欧元以下小包裹免税政策，现已提前于 2025 年开始实施，每个包裹征收 3 欧元关税。

Muyuan Foods disclosed a Q3 net loss of 3.241 billion yuan, down 176.28% year-on-year, and a nine-month net loss of 9.319 billion yuan, down 163.05%, with the company attributing the decline to falling hog prices.

牧原股份公告显示，第三季度净利润亏损 32.41 亿元，同比下降 176.28%；前三季度净利润亏损 93.19 亿元，同比下降 163.05%，主因生猪价格下降。

Bloomberg reports early signs that credit markets are approaching their limits in absorbing the debt being used to finance the AI data-center and chip buildout, according to El-Erian citing the story.

据彭博报道，华尔街为 AI 数据中心及芯片热潮提供资金，但信贷市场出现早期迹象，显示其吸收新增债务的能力正逼近极限。El-Erian 转引此报道。

The Federal Reserve held rates steady at its latest meeting in a 10-2 decision, with governors Lisa Cook and Beth Hammack dissenting in favor of a rate increase, according to Nick Timiraos.

据 Nick Timiraos 报道，美联储在本次会议上以 10 比 2 维持利率不变，Lisa Cook 和 Beth Hammack 投票支持加息。

Nick Timiraos reports on the key question framing the Fed meeting: given strengthening activity, elevated inflation and broad consensus for further hikes, Fed Chair Kevin Warsh was asked why the committee chose to wait rather than act now.

Nick Timiraos 报道，本次美联储会议的核心问题是：若经济活动持续走强、通胀仍然偏高且多数人认为需要进一步加息，联储为何选择等待而非立即行动？并引述主席 Warsh 对此的表态。

Fed Chair Warsh announced that in 2027 one of eight scheduled FOMC meetings will focus on policy strategy rather than a rate vote, and in 2028 two of eight meetings will be devoted to strategy, making them not "live" for policy decisions, per Nick Timiraos.

据 Nick Timiraos 报道，美联储主席 Warsh 宣布：2027 年八次例会中将有一次专门讨论货币政策策略而不作利率决定；2028 年将有两次此类策略会议，均不属于“有效”政策会议。

The FOMC statement says that accumulating more information will help the committee determine the appropriate policy stance to return inflation to its 2% goal in a timely way, per Nick Timiraos.

据 Nick Timiraos，美联储 FOMC 声明表示，积累更多信息将有助于委员会确定适当政策立场，以确保通胀及时回归 2% 目标。

Ed Conway highlights that the latest Budget contained a record 98 scored policy measures — the most in modern history by count — but that the average value of those measures was the smallest on record.

Ed Conway 分析称，从政策数量看，此次预算案是现代史上最繁忙的，包含 98 项计分措施；但从平均措施规模看，却是有记录以来最小的。

El-Erian notes that many now calling for rate hikes supported cuts last year, even though inflation had already been above target for four years by then; he says this inconsistency is worth noting, though it does not argue against a policy response to inflation.

El-Erian 指出，如今呼吁加息的人中，不少人在去年通胀已超标四年时仍支持降息；他认为这并不否定政策应对的必要性，但值得关注这一立场转变。

Andy O reports Ping An Insurance's third-quarter net profit fell roughly 93.7% year-on-year to 4.06 billion yuan, with nine-month investment returns down 68.6%, after the insurer used policyholders' funds to buy tech stocks and funds during volatile A-share swings.

平安保险前三季度投资收益下降 68.6%，三季度净利润仅 40.6 亿元，同比大降约 93.7%。Andy O 指出原因是平安动用保险资金在 A 股高波动期间买入科技股票和基金，认为损失最终由保民承担。

Bank of America forecasts November US investment-grade bond issuance will reach a record $175 billion, up 27% from November 2025, according to Lisa Abramowicz.

Lisa Abramowicz 报道，据美银预测，11 月美国投资级债券发行量将达 1750 亿美元，创历史纪录，较 2025 年 11 月增长约 27%。

El-Erian reports that Fed Chair Kevin Warsh announced a change to the FOMC meeting schedule to allow dedicated strategic discussions, a shift El-Erian describes as needed and likely to be welcomed.

El-Erian 报道，美联储主席 Warsh 宣布调整 FOMC 会议日程，将部分例会改为专注战略讨论，El-Erian 认为这一改变有必要且将受到广泛欢迎。

Canada's central bank raised rates for the first time since 2023, hiking 25 basis points to 2.50%, according to Charlie Bilello.

Charlie Bilello 报道，加拿大央行自 2023 年以来首次加息，上调 25 个基点至 2.50%。

Qinbafrank's analysis of Google's Q3 results finds cloud unit GCP beat expectations by a wide margin, but search and YouTube ad revenue both missed, dragging down overall group revenue and profit.

qinbafrank 分析谷歌三季度财报：整体营收和利润不及预期，但云业务 GCP 大幅超预期；搜索广告和 YouTube 广告均低于预期，拖累集团整体表现。

Qinbafrank highlights Microsoft's Q3 results, noting Azure revenue of $33.165B, up roughly $10.781B year-on-year, accounting for about 74% of Microsoft's overall revenue growth this quarter and beating the top of expectations.

qinbafrank 分析微软财报：Azure 本季收入 331.65 亿美元，同比增加约 107.81 亿美元，贡献微软集团收入同比增量约 74%，超出预期上沿。

Qinbafrank notes the Federal Reserve held rates unchanged by a 10-2 vote at its October meeting, with two members dissenting in favor of a 25bp hike; the statement upgraded the economic activity assessment from "solid" to "strong" and dropped language linking the policy action to a timely return of inflation to 2%.

qinbafrank 分析美联储 10 月议息会议：以 10 比 2 票维持利率不变，两名委员主张加息 25 个基点；声明将经济活动评价从“稳健”上调至“强劲”，并删除了“本次政策行动将帮助通胀更及时回归 2% 目标”的表述。

Alex_感知 reports that China's bank wealth management market stands at 35 trillion yuan, with fixed-income products accounting for 96.61% of assets, mixed products over 3%, and equity products just 0.11%, as household savings migration this year has flowed mainly into bank wealth management rather than equity funds.

据 Alex_感知，中国银行理财规模达 35 万亿元，其中固收类产品占 96.61%，混合类占 3% 以上，权益类仅占 0.11%，今年居民存款搬家主要流向银行理财而非股票基金。

Andy O argues that unlike S&P 500 companies, which boost earnings per share through large-scale buybacks, A-share companies persistently dilute shareholders via refinancing and new share issuance, explaining why CSI 300 per-share earnings have failed to track GDP growth.

Andy O 指出，与标普 500 企业通过大规模回购推高每股收益不同，A 股企业长期依赖再融资和增发摊薄股本，是沪深 300 每股盈利无法随 GDP 同步增长的核心原因。

Hangzhou announced that from November its public rental housing income threshold will be raised to a household per-capita annual disposable income below 86,640 yuan, up 3,284 yuan from the prior limit, with some districts also removing qualification, education and social-insurance requirements.

杭州市宣布，11 月起公租房申请收入门槛放宽至家庭人均年可支配收入低于 86640 元，比原标准提高 3284 元，部分地区同步取消职称、学历和社保限制。

Shanghai's municipal development and reform commission announced an adjustment to the benchmark natural gas sales price for non-residential users, citing changes in upstream gas source prices under the city's existing price-linkage mechanism.

上海市发改委公告，依据非居民天然气价格联动机制，结合上游气源价格变动，决定调整非居民用户天然气销售基准价格。

Andy O flags Google's cash flow as the main risk in its latest earnings, reporting two consecutive negative quarters totalling roughly minus $9.1 billion, and alleging cloud revenue includes circular financing from investments in SpaceX and Anthropic as well as one-off TPU sales, with full-year free cash flow potentially negative.

Andy O 分析谷歌财报，指出最大风险在于现金流：连续两季为负（合计约-91 亿美元），云收入中含对 SpaceX、Anthropic 投资形成的循环融资及一次性 TPU 销售，认为全年现金流可能为负，搜索业务被 AI 侵蚀（增速下降 5%）反而相对次要。

老马投资研究 reports that robotics firm Unitree's first post-IPO quarterly earnings showed profit roughly halved quarter-on-quarter, and cites analyst Fu Peng's observation that the company's R&D spending was lower than pig farmer Muyuan's, raising questions about pre-IPO financial management.

老马投资研究指出，宇树科技上市后首份财报显示三季度利润环比腰斩，同时引述付鹏观点称，该公司研发经费甚至低于牧原股份养猪业务的研发投入，对其 IPO 前财务处理存疑。