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According to GCSA monitoring, the Global Cybersecurity Alliance (GCSA) has released three independent technical investigation reports, disclosing several recent security risks related to digital assets. Attackers impersonated security@ku.com to lure users into downloading remote control programs. GCSA found that the relevant domain names had not previously configured DMARC; after notification, KuCoin has completed rectification and enabled DMARC isolation policies.After the original MCP toolkit referenced in Bitkub's official documentation was taken down, a third party re-registered the npm package name. The installation method without a fixed version and the risk of plaintext keys may lead to credential leakage; there is currently no actual evidence of theft, and Bitkub has not yet responded to the notification.The TranchePool treasury within the Avalanche ecosystem was attacked due to a cross-day settlement logic flaw, where attackers utilized flash loans and repeated withdrawals to transfer approximately 1.0134 million USDC within 202 seconds. This incident is categorized as a vulnerability in the upper application, and the underlying network was not affected. GCSA stated that it has reported the clues to the relevant platforms and published the original analysis and evidence for industry reference.

On the night of the U.S. midterm elections, the Silicon Valley podcast All-In held a live broadcast where several tech investors discussed the potential impact of the Democratic Party's victory on the AI industry. Host Chamath Palihapitiya stated that AI investment has become an important pillar of U.S. economic growth, and the construction of data centers heavily relies on power supply. If the Democrats restrict the construction of new data centers in places like Texas, the entire AI industry could be affected. Host Jason Calacanis suggested that the tech industry, which had previously actively supported Trump, should now proactively engage with the Democrats to collaborate on AI regulatory policies. He also believed that the tech community's repeated warnings about AI potentially leading to human extinction and massive unemployment have exacerbated public fear of AI.All-In regular guest and founder of Altimeter Capital, Brad Gerstner, believes that many Democratic winners simply hope to have more say in AI regulation and do not intend to completely halt AI. He estimates that the power capacity for new data centers in the U.S., originally planned for 2027, may see 10 to 15GW unable to be operational on time. He remains optimistic about the growth of AI model companies and stated that as an existing investor in Anthropic, even if data center construction is hindered, Altimeter still hopes to be one of the largest buyers at the time of Anthropic's IPO.

According to the Financial Times, sources say that Trump's diesel deal with Russia has encountered obstacles, and U.S. fuel supplies have fallen to a 20-year low.

According to a report by Korean Electronic News on November 3, major global semiconductor equipment companies such as Applied Materials, ASML, Lam Research, Tokyo Electron, and KLA have entered the final stages of equipment supply contracts for 2028, with some companies also beginning discussions on procurement orders for equipment available in 2029. Industry insiders say that there is a surge in demand centered around front-end processes, with a desire to quickly move equipment into fabs. Core equipment partners of companies like TSMC, Micron, and Intel are formulating supply strategies for 2029, and some Korean equipment companies that directly trade with these overseas manufacturers are also reviewing supply plans for two to three years ahead.Discussions on wafer fab equipment supply contracts typically start 6 to 12 months before implementation, with delivery taking about 3 to 6 months after purchase orders are placed. Reports indicate that investment in artificial intelligence infrastructure continues, and semiconductor manufacturers are simultaneously advancing large-scale equipment investments, with equipment delivery times now more than doubled compared to usual, with some categories exceeding 2 years, and related contracts being pushed forward by 1 to 2 years compared to normal. ASML stated during its earnings announcement last month that it expects no interruptions in the supply of lithography equipment until 2028 and is also exploring plans to expand future capacity.An executive from a global equipment company stated that discussing equipment supply three years out at this point is unusual, and combined with the current state of fab investments, this trend is expected to continue until 2030. Another industry insider mentioned that global front-end and back-end investments are proceeding in parallel, and the trend of signing equipment import contracts earlier than competitors may spread to the back-end sector, prompting Samsung Electronics and SK Hynix to take measures to secure core process equipment in advance. Samsung Electronics and SK Hynix are currently continuing to advance their fab investments.

VanEck's Head of Digital Asset Research, Matthew Sigel, stated that the total supply of stablecoins decreased by $11.5 billion to $291.2 billion within 30 days, with Tether and Circle accounting for about three-quarters of the decline.

The on-chain data analysis platform Santiment stated that since Binance was hacked, the supply of ETH on the trading platform has decreased in two phases, but only one of these phases coincides with the timing of the hacker's fund transfer. Data shows that as of the close on October 28, the ETH held by the trading platform accounted for 3.56% of the total ETH supply; by the close on November 2, this ratio had dropped to 3.20%. More than half of the decline occurred on October 29, the day Binance was hacked.Data from TRM Labs shows that approximately 200,630 ETH was transferred out of Binance's hot wallet on October 29. However, the amount of ETH held by major trading platform addresses did not decrease on October 29; instead, it increased by about 39,000 ETH. Subsequently, from November 1 to November 2, as the platform reopened withdrawals, the holdings of related addresses decreased by about 313,000 ETH.From October 28 to the close on November 2, the ETH held by major trading platform addresses decreased by approximately 297,000 ETH, a decline of about 5.4%. Santiment stated that currently, based solely on trading platform data, it is not possible to determine where these ETH ultimately went, nor can it be judged whether they were transferred to cold wallets or moved to other trading platforms.

According to The Wall Street Journal, the International Energy Agency (IEA) stated that due to the impact of the Iran war, global liquefied natural gas (LNG) supply may face a record annual decline.

Goldman Sachs has raised its oil price forecasts for the end of this year and 2027 due to rising risks in crude oil supply. Analysts expect Brent crude oil prices to reach $105 per barrel in December, up from the previous forecast of $90. The market is factoring in the risks of escalating situations following the U.S. midterm elections on November 3.

According to Bloomberg, OpenAI CEO Sam Altman met with about 50 executives from Samsung Group in South Korea on October 31 to discuss deepening cooperation in the fields of storage chips and AI infrastructure. Attendees came from Samsung's electronics, finance, and biotechnology business units, and the agenda covered the impact of AI on industries, corporate decision-making, and business opportunities over the next decade.This meeting comes at a time when there is a global shortage of storage chips and prices continue to rise. The demand from data center operators has surged, further intensifying competition for chip supplies. The world's five major AI infrastructure players plan to invest over $3 trillion in the coming years, with storage chips accounting for about one-third of data center spending.This meeting also continued the cooperation previously announced by both parties, including supplying storage chips for OpenAI's "Stargate" infrastructure project and collaborating on the construction of AI data centers, including offshore floating data center solutions.

Security company GoPlus released a vulnerability analysis on social media, stating that the prediction market platform Polymarket's international site experienced a user asset theft incident. The RUM script from third-party performance monitoring service DebugBear was compromised by supply chain attacks, delivering malicious code to user pages and abusing their trading and signing permissions.On-chain analysis shows that the main path involved 710 DepositWallets and 731 addresses, with losses of approximately 2.71 million dollars; the number of addresses does not represent the actual number of users. Polymarket's official statement later indicated that the issue has been resolved and services have been restored, while also promising full compensation to affected traders, with the actual compensation progress to be based on subsequent official announcements.

Intel's Chief Financial Officer expects industry supply constraints to last until 2027 and extend into 2028.

The Chief Financial Officer of Intel stated that the demand for data center and artificial intelligence products continues to exceed supply.

According to Onchain Lens monitoring, Hyperliquid has permanently destroyed 49.87 million HYPE, valued at approximately 3.89 billion dollars based on current statistics, accounting for 4.99% of the maximum supply of 1 billion HYPE.In the past 24 hours, Hyperliquid destroyed 19,700 HYPE, valued at approximately 1.59 million dollars; during the same period, estimated fee revenue was about 1.69 million dollars, with total revenue reaching approximately 1.38 billion dollars.

The Solana ecosystem meme coin free mika (MIKA) dropped on October 28. Its genesis address transferred approximately 500.44 million tokens to another wallet, accounting for about half of the initial supply; about 7 seconds later, that wallet sold approximately 500.83 million MIKA on PumpSwap, with the selling price temporarily dropping about 99% compared to before the sale.There are claims that the wallet nonce prevented the key holder from transferring funds, but this transfer used a normal recent blockhash, and it is currently unclear whether this sale was due to an external attack or from existing holders.

CryptoQuant analyst CoinNiel stated that as of October 27 (UTC), Bitcoin exchange outflows indicate an improvement in supply conditions, but the evidence still supports a neutral stance. The exchange shifted from a net inflow of 7,278 BTC on October 26 to a net outflow of 12,702 BTC on October 27, with net outflows of 4,633 BTC and 4,048 BTC over the past 7 days and 30 days, respectively, although there were inflows recorded on 4 days in the past week.The funding rate is +0.00762%, higher than the 7-day and 30-day averages, indicating a bullish tendency but not overheated; the open interest is $25.67 billion, up 0.56% over 7 days and 0.33% over 30 days. The LTH-SOPR decreased from 1.1657 to 1.0124, close to the breakeven point, but it cannot confirm a decrease in selling volume. CoinNiel stated that he maintains a neutral judgment until a sustained trend of net outflows from exchanges is formed; if net outflows continue and the funding rate and open interest remain stable, it will strengthen a bullish judgment. If net inflows reoccur and both increase significantly, a reassessment will be necessary. Recent net outflows have largely been driven by single-day movements, the funding rate remains positive, and open interest is growing moderately.

On October 28, storage chip manufacturer SK Hynix analyzed that software development, customer service, search, and several other fields have seen increased production efficiency and new revenue growth due to AI, driving a continuous increase in AI usage, which in turn expands infrastructure investment. A related virtuous cycle structure has already been established.SK Hynix stated that the main body of AI investment has moved beyond the initial stage of relying on a few companies and is now expanding to ordinary enterprises and national levels. It is expected that the global AI data center infrastructure market will continue to grow steadily in the future. In the short term, the storage market will be led by enterprise-level and consumer-level AI demand, while in the medium to long term, it will be driven by physical AI such as autonomous driving and robotics, with the market continuing to grow.On the supply side, SK Hynix pointed out that the difficulty of advanced process technology is continuously increasing, and the time required to build new production facilities is long. Supply has not kept pace with the growth rate of market demand, and it is expected that the supply-demand imbalance in the storage market will continue until 2030.

According to Santiment analysis, wallets holding at least 10 million XRP currently control 46.87 billion tokens, accounting for approximately 68.5% of the total XRP supply, which is the highest share for this group since November 2022. The key signal is that even as XRP struggles around $1.29, these large holders continue to increase their exposure, indicating that their confidence remains strong beneath the price movements. If retail investors continue to capitulate, it will create a more bullish pattern.Santiment believes that $1.30 is a recent pivot point, while $1.50 is a stronger confirmation level. If the price remains above $1.20 and the whale balances stay near record levels, the accumulation logic will remain intact; if it recovers to $1.50 and whale holdings further increase, it will significantly strengthen the case for a larger-scale recovery of XRP.

SK Hynix stated that the company's stock price is undervalued. The structural imbalance in chip supply and demand will continue in the short term. The AI revenue and cash flow of major customers will improve, and the investment burden of major customers in AI will be alleviated.