not

According to market news, the relevant address received at least approximately 6.01 million dollars in cross-chain transfers, and the losses from the Keplr incident have not yet been verified.

This week, the AI sector faced a sell-off. Retail investors at Serenity compiled statements from executives of several tech giants and infrastructure suppliers, pointing out a significant disconnect between market sentiment and actual fundamentals. The CEO of Lumentum stated that there is a huge misalignment between demand orders and market performance; the CEO of AMD emphasized that the industry is in the very early stages of an adoption cycle, with demand far exceeding supply.The CEO of Arm warned that if the U.S. hesitates on data center construction, other countries are ready to take over at any time, and China has not slowed down. The CEO of Qualcomm pointed out that the current bottleneck is not demand, but rather limited supply, with shortages in wafers, substrates, assembly, and more. These statements indicate an extremely optimistic outlook for accelerator, networking, and semiconductor companies.Regarding political risks and construction obstacles, Serenity noted that politicians who previously threatened to restrict data centers showed a cooperative attitude after winning the election. Executives at Meta revealed that local politicians are actively seeking dialogue to preserve investment and jobs, but building new data centers is becoming more challenging. Data center developers reported strong pricing and demand, while also paying attention to financing costs and execution risks. Serenity concluded that there is a distinction between demand disappearing and demand delays caused by insufficient construction speed, and currently, there is no evidence that AI demand has been significantly damaged.

Zhao Changpeng responded to the Genius App community invitation on platform X, stating that the team had invited him to create a public account, but he declined the proposal due to concerns about receiving a large number of meaningless token donations again.Zhao Changpeng mentioned that he has downloaded the Genius App for understanding but has not yet used the app for trading. He emphasized, "I am not a trader; I just accumulate and hold, and I only hold mainstream coins."Previously, members of the Genius App community extended a public invitation to Zhao Changpeng, stating that over 10,000 BNB community users have joined the app and hope that Zhao Changpeng can also register an account and participate in community interactions.

The CEO of Bitcoin treasury company Strive, Matt Cole, released a Bitcoin holding data chart, captioned "The hurdle rate is orange," suggesting that BTC accumulation data will be disclosed next week.Currently, Strive's total holding amount has reached 43,124 BTC, with an average cost of $80,526 per Bitcoin.

Ethereum co-founder Vitalik Buterin expressed his disagreement with the strong emotional reaction against the anti-data center movement this week. The core logic is based on algorithmic advancements; now larger and more data centers are needed to complete tasks that could be done in two years with existing data centers in four years (or even sooner). Therefore, even if the anti-data center movement achieves extreme success, it will not trigger any apocalyptic catastrophic consequences.Vitalik pointed out that slowing down the expansion of computing power can buy humanity more time to strengthen responses to the already emerging cybersecurity issues and potential biological risks in the future. At the same time, scientific applications are constrained by many factors beyond AI, so if AI development slows down for a year, the degree of scientific progress slowdown will be much less than a year. Overall, the slowdown in the massive expansion of computing power seems to have a net positive effect, and this judgment does not rely on controversial arguments such as "apocalyptic theories" or recursive self-improvement (RSI).

Binance co-founder He Yi reminded users, "Funds from 'friends' discounted U', 'coins sent from relatives on-chain', 'money from doing business in Myanmar', 'accounts received in Cambodia', 'friends' money transferred from an account' should not be transferred to Binance." He Yi stated that Binance implements global compliance standards, and the compliance team can easily identify such funds. The relevant addresses are marked before the funds are transferred in, and after the transfer, they may be frozen by law enforcement. Such cases are usually complex and have a long processing cycle, and Binance does not have the authority to unfreeze.

Web3Auth has published an update on the X platform regarding the asset recovery progress of the Keplr wallet security incident. The team, with the assistance of Keplr, is transferring assets from the affected wallets to a secure recovery wallet. Due to some recovery transfers being mistakenly identified as attacker activity, Web3Auth has released verified recovery wallet addresses, covering networks such as Cosmos Hub, Osmosis, Celestia, Akash, Noble, Injective, dYdX, Babylon, Axelar, Saga, Agoric, and EVM addresses spanning 8 chains.Web3Auth further stated that the relevant addresses are used for the secure transfer of affected assets and are not wallets controlled by attackers. More verified addresses will be updated in the future, and users are reminded to pay attention to official channel announcements and to be wary of scams impersonating official personnel and false asset recovery requests.

According to the market information platform Liquid247.xyz, the Hyperliquid address 0xfc2713...9d9d currently holds a BTC short position of 1,338.868 coins, with a nominal value of 101 million dollars.At the time of publication, BTC is quoted at 75,790 dollars.

ARK Invest founder Cathie Wood stated that she does not believe the results of the U.S. midterm elections will hinder the AI revolution. She believes that the uncertainty in the market is understandable, but the economy is on a stronger growth trajectory than most investors realize.She noted that the stock market began to factor in the possibility of an extended war in Iran and expectations of a Democratic sweep in the elections as early as May and June, and the rise in oil and gasoline prices has also increased the cost of living pressure on consumers. Voters concerned about household finances made the congressional election results appear more conservative than the headlines suggested.Cathie Wood expects that data center construction companies will pay more attention to local community concerns and provide and highlight more community benefits, including lowering property taxes, increasing high-paying jobs, promoting commercial development, and funding schools and cultural facilities.She stated that the productivity gains brought by AI are accelerating and expects these benefits to translate into higher wages, stronger profit margins, more investment, and lower prices, helping to alleviate cost of living pressures. The market is currently only beginning to experience the impact of this technological revolution.

According to community feedback, on November 7, multiple users reported that their ChatGPT and OpenAI accounts were suddenly deactivated, with the status showing as account_deactivated. Users saw the message "You do not have an account because it has been deleted or deactivated" directly upon logging in, and most did not receive prior email notifications.The related feedback involves free API accounts, team ride-sharing accounts, and the $200 monthly Pro accounts. Some users claimed that their Pro accounts, which had been used for five years, were deactivated without warning and without any emails. One developer stated that years of accumulated conversation records and personal memories were locked in the cloud and could not be retrieved.On November 4, Claude Code and Cowork product lead Cat Wu announced their departure from Anthropic to join OpenAI.

According to CNBC, OpenAI's Chief Financial Officer Sarah Friar stated in an interview on the 6th local time that although the 2026 U.S. midterm elections changed the political landscape in Congress, the company's IPO plans have not been affected. Friar said that the team's job is to respond to various situations and does not believe anything has had a significant impact on the company.Friar reiterated OpenAI's goal to go public next year. She revealed that OpenAI will not stop investing in large data centers and is trying to redefine these facilities as "computing power parks" to meet customer needs and continue financing. Friar also stated that OpenAI is currently performing well, with a 70% increase in revenue in the third quarter and a doubling of enterprise sales. She looks forward to OpenAI's IPO, believing that going public aligns with the mission of making artificial intelligence accessible to everyone, and asked, "Why should only institutions benefit from these gains?"

Binance co-founder He Yi responded to users' reports of "UID collision leading to asset loss," stating that Binance users' UIDs are independent and unique, and there is no collision issue.He Yi explained that the user mistakenly entered the UID directly for the transfer when moving funds from the main Binance site to Binance Thailand and did not carefully verify during the secondary confirmation stage. After the incident, He Yi and four employees continued to follow up and promptly assisted in freezing the relevant funds. As the recipient user is inactive and has not responded, communication and negotiation are still ongoing.He Yi reminded that local fiat trading platforms such as Binance Turkey, Binance Thailand, and Binance US are independent platforms that do not share account systems. Users should carefully verify addresses and UIDs when transferring or withdrawing funds.

Binance founder CZ retweeted a warning about a critical vulnerability in Microsoft Paint, stating: "The application cannot protect you from operating system vulnerabilities, please update your operating system immediately."It is reported that Microsoft has disclosed a Windows Paint vulnerability numbered CVE-2026-83844, with a CVSS score of 8.1, affecting versions of Microsoft Paint below 11.2605.91. The vulnerability stems from an out-of-bounds read issue, which could allow an unauthenticated attacker to remotely execute malicious code without user interaction. Microsoft has released a security patch, and there have been no confirmed reports of the vulnerability being actively exploited. CZ uses this to remind users that application layer security measures cannot replace the security updates of the operating system itself, and system and software patches should be installed promptly.

According to the market information platform Liquid247.xyz, the Hyperliquid address 0xecb63c...2b00 currently holds a short position of 11,976.85 ETH, with a nominal value of 26.9276 million USD.At the time of publication, ETH is quoted at 2,248.30 USD.

Dash calls on users on the X platform not to use Eclipse, stating that some users have lost funds while attempting to trade and have not yet received full compensation.Dash recommends prioritizing platforms such as Maya Protocol and NEAR Intents, which allow users to view the exchange process through a block explorer.

According to Cryptoast, due to the failure to obtain regulatory approval under the EU MiCA, Binance announced that it will close user accounts in France (Binance France) and cease operations in France on December 31, 2026. Currently, the deposit function is no longer available.Starting from November 29, accounts that still hold assets will be charged a monthly management fee of 0.025%, with a minimum fee of 10 USDC. The first deduction will occur within 3 days after November 29, and the second will occur after December 24. Fees will be deducted primarily from USDC, and if insufficient, from other crypto assets. Accounts that withdraw all assets before November 29 will be exempt from fees. Assets not withdrawn after December 31 may be considered inactive accounts and may be converted, transferred, or otherwise processed. Users can proactively close their accounts and withdraw funds at any time.

According to a report by Cryptoast, due to the failure to obtain regulatory approval from the EU MiCA, Binance announced that it will close user accounts in France (Binance France) on December 31, 2026, and cease operations in France. Currently, the deposit function is no longer available.Starting from November 29, accounts that still hold assets will be charged a monthly management fee of 0.025%, with a minimum fee of 10 USDC. The first deduction will occur within 3 days after November 29, and the second will be after December 24. Fees will be deducted first from USDC, and if insufficient, from other crypto assets. Accounts that withdraw all assets before November 29 will be exempt from fees.Assets not withdrawn after December 31 may be considered inactive accounts and may be converted, transferred, or otherwise processed. Users can proactively close their accounts and withdraw funds at any time.

OpenAI Chief Financial Officer Sarah Friar stated in an interview with CNBC on Friday that the company will not change its AI infrastructure investment plans due to the results of the U.S. midterm elections. It will continue to collaborate with major hyperscale cloud service providers and meet AI customer demands through financing. She believes that the election results will not significantly change the company's business, but with increased attention on data centers, OpenAI will continue to strengthen communication and build trust with local communities.In this midterm election, out of 41 local data center-related votes in 10 states, only one did not support measures to limit construction or oppose support for development. Voters are mainly concerned that data centers will drive up electricity costs, harm the environment, and impact employment. Friar stated that OpenAI secretly submitted its listing application to the U.S. Securities and Exchange Commission in June and is considering going public in 2027, while negotiating a new round of financing with a pre-investment valuation of $1.25 trillion. She emphasized that the demand for AI is real and continues to grow.

According to on-chain data analyst @ai_9684xtpa, a new address that has heavily bet on ETH has once again added 7.77 million dollars, accumulating over 22.53 million dollars of ETH in the past week.3 hours ago, this address withdrew 3,500 ETH from Binance, reducing the average price of its total holding of 9,777.4 ETH to 2,305.05 dollars, currently facing an unrealized loss of 641,000 dollars.