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According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Dota 2: Xipto Esports vs PlayTime - DreamLeague Division 2 Group A", the option "Xipto Esports" in the sub-market "Match Winner" has experienced a dramatic fluctuation in winning probability, soaring from 46.5% an hour ago to the current 66.5% (a fluctuation of 20%). Please note the impact of relevant breaking news.

Elon Musk stated at the Barron's Annual Investment Conference that SpaceX's revenue for the fourth quarter is expected to grow by about 70% compared to the third quarter, and reiterated that the company is on track to achieve an annualized revenue scale of $100 billion by December, aiming to exceed $500 billion by the end of 2027. On Friday, at the close of the U.S. stock market, SpaceX's stock price rose by 9.1%, closing at $134.91, marking the largest single-day increase since August 12; it has fallen a cumulative 28.13% over the past month.Musk indicated that SpaceX's revenue from U.S. government agencies will drop to below 10% of total revenue this quarter, down from 16.6% in the previous quarter. According to Bloomberg, the AI company Anthropic is currently SpaceX's single largest customer, contributing over one-third of quarterly revenue; SpaceX also has computing power leasing contracts with tech companies such as Google, a subsidiary of Alphabet. Musk previously stated during the earnings call that its AI business achieved profitability for the first time this quarter.

CryptoQuant analyst Darkfost pointed out that the market capitalization of altcoins has shrunk by about 200 billion dollars, with about 70% of altcoins on Binance falling below the 200-day moving average. From mid-August to the end of September, the market capitalization of altcoins, excluding Bitcoin and stablecoins, had increased by 320 billion dollars, but the subsequent pullback erased most of the gains.Darkfost stated that in mid-August, 82% of altcoins on Binance were below the 200-day moving average, and by early October, this proportion had dropped to 10%, with nearly 90% above that average. Following this, the macro and political environment deteriorated, with central banks in the US, Europe, and the UK raising interest rates, and the results of the midterm elections increasing uncertainty. The stock market, especially technology stocks, saw a significant decline, with the Nasdaq falling 14% from recent highs.As a result, the market capitalization of altcoins has shrunk by about 200 billion dollars, erasing nearly two-thirds of the gains from August to September. Currently, about 70% of altcoins on Binance have fallen below the 200-day moving average, and this proportion is approaching 80% again. Darkfost indicated that historically, such extreme situations sometimes signal a trend reversal.

According to Crypto Briefing, Utkarsh Ahuja, founder and managing partner of Moon Pursuit Capital, stated that the rebound of Bitcoin after the U.S. midterm elections remains a fragile relief rally rather than a confirmed recovery. He pointed out that the rise on Wednesday reflects relief buying and short covering after the elections eliminated some political uncertainty, but selling pressure returned on Thursday, quickly reversing the recovery. Bitcoin briefly reclaimed $80,000 on Wednesday, then fell to around $75,000 on Thursday.Ahuja believes that the market may have digested part of the probability of a Democratic victory, and continued weakness in November would not be surprising. He maintains a constructive outlook for the long-term, suggesting that if liquidity improves and institutional demand continues to return, Bitcoin could rise to the range of $120,000 to $150,000 by the end of 2027. He stated that to confirm a sustained recovery, it is necessary to observe spot buying, inflows into Bitcoin ETFs, and whether Bitcoin can reclaim lost ground and hold during pullbacks. He also mentioned that Democratic control of Congress could delay or reshape legislation such as the Clarity Act, but global liquidity, interest rates, and institutional demand are more important for Bitcoin's long-term trend.

According to a report by The Information, Microsoft has reduced its capital expenditures for the third quarter by about $5 billion due to delays in the third-party data center it plans to lease. Sources say that the data center project by Iren located in Childress, Texas, has encountered delays, leading Microsoft to postpone some expenditures. Microsoft had previously announced plans to invest $9.7 billion over five years to lease servers equipped with NVIDIA GPUs from Iren.Power supply and grid access have also become bottlenecks for computing power delivery. Last month, Microsoft withdrew from a plan to lease a data center project in the UK from Nscale due to delays in grid access. As self-built data centers struggle to meet demand in a timely manner, Microsoft is simultaneously leasing computing power from multiple cloud service providers.Meanwhile, AI server supplier Supermicro continues to raise its performance expectations. The company's revenue for the first fiscal quarter reached $19.95 billion, exceeding analysts' expectations of $16.39 billion, and it expects revenue for the second fiscal quarter to be between $19.5 billion and $21.5 billion. The revenue forecast for fiscal year 2027 has also been raised from $65 billion to $72 billion to $72 billion to $82 billion. Bernstein pointed out that assessing AI computing power demand cannot simply rely on contract amounts or megawatt scale; it also needs to consider contract cancelability, duration, and actual deployment time; some projects may be delivered in phases, and chip procurement agreements may correspond to the same batch of computing power as data center leasing contracts.

TikTok's parent company ByteDance is considering expanding its data center project located at the Pecém Industrial Port in Ceará, northeastern Brazil, and is looking for developers to be responsible for the second phase of the project. According to informed sources, the scale of the second phase may exceed the current project being constructed in Ceará; the latter has an investment scale of $10 billion and a capacity of 300 megawatts.ByteDance is also in preliminary talks with developers about constructing a data center of similar scale outside Pecém Port, which will serve local customers in Brazil, while the data center inside Pecém Port must export data to enjoy tax incentives. ByteDance previously announced plans to invest 200 billion reais (approximately $36 billion) in phases to build a data center complex in Pecém, with the first phase scheduled to start construction in early 2026.

Despite the panic in the market caused by stricter regulations on data centers after the Democratic Party gained control of Congress, Goldman Sachs has raised its forecast for U.S. data center construction spending, increasing the 2026 expectation from $67 billion to $80 billion, and from $87 billion in 2027 to $100 billion, while also predicting for the first time that it will reach $125 billion in 2028.Goldman Sachs pointed out that there are currently about 86 GW of data center projects under construction in the U.S., with approximately $900 billion in high-confidence projects awaiting construction, indicating that the overall construction cycle remains resilient. The demand and backlog orders from hyperscale cloud service providers such as Microsoft, Amazon, and Google have not shown significant cooling, with H100 computing power rental prices rising 26% year-on-year and GB200 rental prices increasing by 50% since the beginning of the year.In response to the data center moratorium proposed by Texas Governor-elect Gina Hinojosa, Goldman Sachs believes that its impact is more about delaying project delivery rather than directly canceling construction plans, but it may lead to increased financing costs, reduced tax incentives, and some clients canceling contracts. Goldman Sachs also warned that the overall growth prospects of the industry need to be distinguished from the survival capabilities of individual developers, as highly leveraged data center developers may face severe financial pressure due to project delays and rising financing costs, with some companies potentially unable to last until their projects go into production.

According to Ember Monitoring, the Hyperliquid development team HyperLabs redeemed 179,706 HYPE (approximately 14.49 million USD) from staking a few days ago, which was allocated to the wallets of 6 team members 11 hours ago.

According to Yu Jin monitoring, a whale that purchased 10,376 ETH at an average price of $1,626 in June this year has increased its holdings of ETH again after 5 months. About 1 hour ago, this address spent 19.7 million USDT to buy 8,775 ETH, with an average purchase price of approximately $2,245.Currently, the total amount of ETH held by this whale has increased to 23,097, valued at approximately 51.69 million dollars, with an average holding cost of about $1,909.

According to Catcher Predict monitoring, in the predicted market Polymarket for the event "Rolex Paris Masters: Luca Van Assche vs. Rinky Hijikata", the sub-market "Rolex Paris Masters: Luca Van Assche vs. Rinky Hijikata" option "Luca Van Assche" has experienced a sharp fluctuation in winning probability, dropping from 64.5% an hour ago to the current 46.5% (a fluctuation of 18%). Please note the impact of related breaking news.

According to Bloomberg, Wall Street's reaction to the U.S. midterm elections shifted from positive to negative in about 24 hours. The sell-off on Thursday spread from retail investors to hedge funds, long-only asset management firms, and quantitative strategies, causing a loss of approximately $3.7 trillion in market value for U.S. stocks in a single day, with the Nasdaq 100 index recording its largest drop since March 2020. Initially, the stock market rose after the elections due to the reduction of event risk and a decline in oil prices, but investors later reassessed the risks of Democratic scrutiny on data center expansion.In the first half hour after the market opened on Thursday, retail investors were the first to sell for profit, followed by hedge funds and long-only firms. Data from Vanda Research shows that the net selling scale of retail investors on that day was second only to two days during the pandemic shock in March 2020. Its strategist Viraj Patel pointed out that while retail and systematic investors were actively selling, institutional buyers chose to step back. The decline subsequently triggered mechanical selling, with Nomura strategist Charlie McElligott estimating that based on the negative gamma exposure during Thursday's trading, for every 1% drop in the market, options market makers would generate an additional selling pressure of about $7 billion.Volatility control funds estimated that they needed to reduce their holdings by about $61 billion in stocks based on market changes at the time, with about $25 billion in sales still being executed on Wednesday. The rebalancing of leveraged ETFs is expected to bring about an additional $47 billion in stock sales. Vanda estimated that commodity trading advisors sold about $13 billion in S&P 500 and Nasdaq futures. Goldman Sachs' prime brokerage trading desk estimated that fundamental long-short funds lost about 1.3% on Thursday, while technology-themed funds fell over 4%. The basket of stocks in storage, optical networks, data centers, and AI semiconductors dropped by 12% to 15% that day, and the VIX index rose from 16.6 points at the opening to nearly 28 points at the close.

According to Catcher Predict monitoring, in the market prediction event "Bitcoin breaks through on November 6" on Polymarket, the "Yes" option for the sub-market "76,000" experienced severe fluctuations, plummeting from 30.7% an hour ago to the current 10.45% (a fluctuation of 20.25%). Please note the impact of related breaking news.

According to Token Terminal data cited by Arbitrum, its on-chain stablecoin market capitalization increased by 43.6 million dollars during the statistical period, ranking first among the listed public chains.

According to Gate market data, the panic index VIX fell by 15%, dropping below 24 points.

According to Gate quotes, the entire U.S. stock AI hardware industry chain rebounded, with the Philadelphia Semiconductor Index rising by 6.50%. In terms of individual stocks, AMD rose by 12.56%, SanDisk rose by 12.77%, Coherent rose by 12.18%, Seagate Technology rose by 4.25%, Micron Technology rose by 9.78%, Marvell Technology rose by 9.46%, and Lumentum rose by 9.58%; NVIDIA rose by 6.72%, TSMC rose by 7.55%, and Broadcom rose by 4.56%.

TeraWulf, a Bitcoin mining company listed on NASDAQ, announced its third-quarter financial report, revealing that its Bitcoin mining revenue dropped from $43.4 million in the same period last year to $13.2 million, a decrease of approximately 69%. During the same period, high-performance computing (HPC) leasing revenue reached $63 million, an increase of 774% compared to $7.2 million in the same period last year. Total revenue was $76.2 million, a year-on-year increase of 51%, with HPC leasing contributing 83%, compared to only 14% in the same period last year.The company's net profit attributable to shareholders for the third quarter was $709.9 million, which included a non-cash gain of $728.4 million from the fair value changes of warrants and derivative liabilities; operating losses widened from $24.7 million in the same period last year to $88.2 million, with adjusted EBITDA at negative $12.8 million. As of the end of the quarter, the company held approximately $2.4 billion in cash, cash equivalents, and restricted cash.TeraWulf previously signed a 20-year lease with Anthropic to provide approximately 401 megawatts of critical IT capacity for its Justified campus in Kentucky, with contract revenue of about $19 billion during the initial term. This week, the company announced it received credit backing from Google for project financing and signed an engineering, procurement, and construction agreement with Fluor Enterprises covering three data center buildings, with the first phase expected to be delivered by the end of 2027. As of September 30, its Lake Mariner campus in New York had already generated revenue from 102 megawatts of critical IT capacity, with an additional 336 megawatts under construction; the contracted power capacity at the Muskie campus in Kentucky has been increased from 500 megawatts to 1 gigawatt, pending regulatory approval.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Counter-Strike: FURIA vs. BetBoom Team (BO3) - IEM Beijing Playoffs," the "FURIA" option in the sub-market "Match Winner" has experienced a drastic fluctuation in win rate, plummeting from 66.5% an hour ago to the current 40.5% (a fluctuation of 26%). Please note the impact of related breaking news.

According to the 8-K filing submitted by the Nasdaq-listed HYPE Financial Company Hyperliquid Strategies (PURR), the company raised $911 million in the third quarter through a committed equity financing tool and purchased approximately 9.1 million HYPE for about $785 million. The HYPE holdings increased from 29.3 million shares on June 30 to 38.5 million shares on September 30; additionally, the company repurchased approximately 2.7 million shares of PURR stock for $17 million. Based on the approximately 238 million HYPE circulating supply disclosed by the company (as of October 29), its holdings account for about 16% of the HYPE circulating supply. As of the end of the quarter, the company held $254.6 million in cash and cash equivalents, with no debt.

After the midterm elections, U.S. President Trump made two contrasting posts on Truth Social amid the sharp fluctuations in the U.S. stock market. On November 4th at noon local time, he stated that the stock market reached a historic high again, with 91 trading days breaking records in a short period, and wrote, "Your 401(k) is skyrocketing, all records."About a day later, on the evening of November 5th, on a day when the Dow Jones fell about 3.44%, the S&P 500 dropped about 4.36%, and the Nasdaq fell about 5.52%, he posted again stating, "The stock market experienced one of the worst trading days in history due to the election results," and emphasized, "It's not the Republicans, it's the dumb Democrats (Dumocrats)," while also advising not to panic, saying it would "become stronger than ever in some way." That evening, he made another post stating, "The stock market crashed today because the Democrats won big on Tuesday... you can only blame yourselves."