cann

Julian Lafarge, Chief Market Strategist at Barclays Private Bank, stated that despite the uncertainty surrounding Nvidia CEO Jensen Huang's future, the uncertain returns on AI investments, and rising financing costs testing market confidence, investors should continue to participate in the AI market. Lafarge believes that AI is not a bubble but a technological revolution that will impact all industries, although its commercialization and infrastructure development cannot happen overnight.Lafarge pointed out that Nvidia is referred to as the "central bank of AI trading," but even if the company changes its CEO, it does not mean that the entire AI industry chain's trading needs to be re-evaluated or renegotiated. He compared the potential leadership transition at Nvidia to previous management transitions at Microsoft, Alphabet, and Amazon, arguing that a successor taking over does not necessarily weaken corporate value.However, Barclays lists interest rates and the financing environment as major risks that could disrupt the market. As the scale of AI infrastructure investment expands, the market's focus is shifting from whether the demand for computing power is real to whether the massive capital expenditures can generate sufficient returns. Data center construction also faces bottlenecks such as power access, equipment installation, and commercial operation cycles, while expectations of tightening Federal Reserve policies may also raise corporate financing costs and depress long-term cash flow valuations.Lafarge emphasized that the trillions of dollars in AI investment commitments cannot quickly translate into actual computing power delivery, and there will be significant divergence in investment returns among companies. Tighter financing conditions may change the pace of industry investment and competitive landscape, but it does not mean that the long-term demand for AI infrastructure will disappear. Barclays still prefers to maintain exposure to AI investments until there are clear signs of a significant slowdown in industry growth momentum.

Elon Musk responded to user Dimdv's question on X, stating that the upcoming Grok 4.8 is "not good enough" compared to Anthropic's Claude Opus 5.5, and called "Opus 5.5 a masterpiece." He added that the next-generation model Grok 5 is expected to surpass Opus 5.5 in two to three months, but did not provide a comparative score or a specific release date.Musk also disclosed the progress of Grok 4.8: the model has completed pre-training and is still undergoing reinforcement learning, with the team spending significant time cleaning the supervised fine-tuning data. He mentioned that xAI has abandoned JAX and SGLang, opting for a reasoning and reinforcement learning system rewritten in C and C++, and stated that Starlink engineers are involved in building the relevant training and reasoning tech stack. Grok 4.8 is expected to be launched this week for a limited number of Bot users.Anthropic released Opus 5.5 on September 22, achieving performance close to its high-end model Fable 5.1 on most tasks, with operating costs under typical workloads being 40% lower than the previous generation Opus. In the Terminal-Bench 4 test, Anthropic reported that Opus 5.5 scored 66.4%, while OpenAI's GPT-6 Astra scored 57.9%.

Community user @is9203029798693 posted that they invested approximately 3,000 USDT in Lista-related products through Binance Wallet, and after more than a year, they are still unable to redeem it. They have contacted customer service multiple times without resolution.Lista DAO responded on November 10, stating that the involved treasury is independently managed by a third party, MEV Capital, and is not a self-operated treasury of Lista. MEV Capital is responsible for fund management and user assets, and has already filed a lawsuit against Stables Labs. Lista DAO stated that it only provides underlying lending infrastructure and cannot directly intervene in the risk parameters of third-party treasuries, and will continue to assist in resolving the issue.

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 China Blue News, on November 6, at the 2026 World Internet Conference in Wuzhen, Sohu founder, chairman of the board, and CEO Zhang Chaoyang admitted that he "missed the mobile internet." In the face of major companies heavily investing in large models, he explained that the outside world perceives Sohu's attitude towards AI as "calm," but "it is actually a conscious choice," because "large models require resource competition, which we cannot afford."When discussing algorithms and social interaction, Zhang Chaoyang stated that he does not oppose algorithms, but in product design, he chose not to pursue algorithmic recommendations, believing that some users would prefer to obtain information through real human social interactions. Regarding the short drama sector, he judged that the popularity of short dramas in China has not been replicated in the U.S. market, where American users still prefer long dramas and movies, saying, "The phenomenon of short dramas may be fleeting, or it may be a part of the future." He revealed that he does not watch short dramas, let alone AI short dramas.

According to official news from Privacy Cash, the project is suspending deposits. The team stated that in light of the recent hacking attack on Binance, they want to ensure that malicious actors cannot use their products.The official statement said that the original intention of the project is to provide privacy tools for everyday users, not to assist in criminal activities. During the suspension, they will continue to strengthen the wallet screening system, and withdrawals can still be made. The time for resumption will be announced separately.

Binance co-founder He Yi responded on the X platform regarding discussions related to the Binance security incident and internal device management, confirming that the previously circulated news about an employee being fired for downloading iQIYI on a work computer did occur at Binance.He Yi stated: "The person who was fired for downloading iQIYI on a work computer was also from Binance. We acknowledge our mistakes and take responsibility, but we cannot make the same mistake again."

Binance co-founder He Yi responded to rumors stating that she does indeed know Wan Hui, co-founder of the crypto venture capital firm Primitive Ventures, but there is no so-called situation of a close friend accompanying childbirth. She stated that even her own mother could not push a project to go live on Binance solely based on personal relationships; if a project succeeds solely due to personal connections, it indicates that Binance's own review capabilities are insufficient.He Yi also mentioned that there have been very few good projects in the cryptocurrency industry in recent years, with BNB being one of them, deserving of the trust of those who believe in Binance, but investment trading does not guarantee profits without losses. The era of 2017, where everything bought would rise, was a time of dividends, and very few remain now. The 2019 IEO was an exception because DEX had not developed at that time, and Binance had bargaining power; after DEX developed, Western VCs raised the prices of VC tokens.She further stated that Binance has never actively adopted unscrupulous methods to compete for market share in the past few years, and has always taken a straightforward defensive strategy in the face of competition. If anyone thinks they have not done well, they are welcome to criticize directly. Regarding IEOs, she said that at that time, market liquidity was concentrated on Binance, and the platform had a strong market dominance, which is why the issuance prices of new projects were generally low, giving participants the opportunity to gain profits.

OnKey founder Yishi posted on platform X to remind users that using older iPhone models as cold wallets for cryptocurrency assets may pose security risks. The checkm8 vulnerability exists in the BootROM of iPhone 4S to iPhone X, and the usbliter8 vulnerability, which was disclosed in June this year, affects iPhone XS, XR, 11 series, and second-generation SE, all involving the device's low-level boot code, which cannot be fixed through iOS system updates. Once an attacker gains physical access to the device, they can execute code via the USB interface before iOS boots, and turning on airplane mode cannot prevent such attacks.Yishi advises that iPhone 11 and earlier models are not recommended for storing mnemonic phrases. Users who have used such devices to save mnemonic phrases should generate a brand new mnemonic phrase in a trusted environment and migrate their assets, rather than just changing the wallet address under the original mnemonic phrase. Additionally, users should promptly update their systems, use more complex device and wallet passwords, avoid charging through public USB interfaces, and be vigilant about potential physical attacks during periods when the device is out of their control for extended periods.Previously, OneKey founder Yishi had posted on platform X suggesting users use iPhones as cold wallets, but only recommended using iPhone 17 or newer models.

According to Cointelegraph, Strive CEO Matt Cole stated that the approximately $6.3 billion theft from Binance has not changed his long-term investment judgment on Bitcoin. Considering the scale of the attack and the overall market weakness, the decline in Bitcoin's price was less than he expected, but it is still too early to determine whether the price has bottomed out. Currently, the price of Bitcoin is about $77,400, down about 4% from before the attack began on Thursday. Strive previously disclosed that as of October 23, it held 43,000 BTC.Cole compared this wallet attack to a bank robbery, rather than a failure of the Bitcoin network. Paul Chapman, the financial crime chief at Wirex, also emphasized that the attack targeted a company's system, not the Bitcoin network itself.Regarding future trends, Cole believes the market is in an "early spring" recovery phase, which may last another 6 to 9 months, with prices gradually rising rather than rapidly hitting new highs. He stated that this incident would not change his investment logic regarding Bitcoin over any reasonable time span.In terms of historical market reactions, after Bybit was attacked for $1.5 billion in 2025, combined with overall market volatility, Bitcoin fell from nearly $100,000 to about $95,000, a decline of about 5%. Additionally, according to CNBC citing Anchorage Digital data, in the past, after cryptocurrency trading platforms were attacked, Bitcoin's average decline in the first 24 hours was 8.3%.The investigation into the attack is still ongoing. Blockaid CEO Ido Ben-Natan believes that the attackers may have exploited Binance's trading signature process, as his analysis found a transaction containing 50 signature authorizations, with matching authorizations allowing the code controlled by the attackers to execute through the wallet. Binance stated that as of Friday, no evidence of wallet private key leakage had been found.

Zhao Changpeng responded to discussions regarding the scale of the theft at Binance and the reaction of BTC prices, stating that this $6.3 billion theft is the largest in terms of dollar value, but not when measured by the quantity of BTC. He cited the Mt. Gox incident, which involved 650,000 BTC, accounting for over 5% of the BTC supply at that time, emphasizing that assessing market impact cannot rely solely on dollar amounts.He believes that attention should also be paid to the number of affected users and the proportion of affected assets relative to user assets. According to him, in both the Mt. Gox and FTX incidents, nearly all users and their assets were impacted. The more critical issue is who ultimately bears the loss, whether the platform can fully cover it, rather than letting users suffer the losses.Zhao Changpeng stated that this incident remains a significant disaster for the industry, Binance, and himself, but they can withstand this shock. He emphasized, "The most important thing is that we protect our users."

According to official news from the decentralized trading aggregator 1inch, the team is aware of the attack on the Binance trading platform and is in contact with them to provide assistance. The risk management team, in collaboration with ZeroShadow, SEAL 911, TRM Labs, and others, has blocked addresses related to the attack on the 1inch dApp, 1inch Wallet, and 1inch API within an hour and continues to add to the list, which is being synchronized with resolvers and integrators.Some 1INCH tokens are among the stolen assets. Since 1INCH is a standard ERC-20 token with no freezing or blacklisting features, the stolen tokens cannot be frozen by anyone. 1inch stated that they will fully cooperate with Binance and law enforcement agencies in the recovery efforts.

The founder and trader of the NFT project DeGods, Frank, posted on X that although Anthropic's latest S-1 shows strong revenue growth, it cannot be concluded that the resistance to AI investment has disappeared. He stated that the second quarter of 2026 will be a peak for companies to purchase and consume AI Tokens in large quantities, and the market will only begin to pay attention to AI spending management by July; the rise in model homogeneity and the narrowing of output differences may intensify competition and compress profit margins, a trend that has not yet fully manifested in the second quarter.Frank also mentioned that there is still a lack of clear evidence proving that AI can create more profits for most companies, and Anthropic's large enterprise clients are also under pressure to improve their profit margins, which may lead to cuts in spending related to Claude in the future. Large tech companies and AI labs have signed capital expenditure commitments extending to 2034, and related expectations may have already been factored into stock prices; if companies improve the efficiency of existing chips to reduce costs or issue more shares to raise additional capital expenditure, it could put pressure on the valuations of related stocks. He expressed a long-term optimistic view on AI and may participate significantly in the Anthropic IPO, but believes that the ultimate winners in the industry have yet to be determined, and real investment opportunities may only emerge after the current market cycle ends.

According to CoinDesk, a snapshot from Galaxy Research in October shows that out of approximately 21 million mined Bitcoins, about 11.1 million (approximately 55%) are held in addresses that cannot be linked to exchanges, funds, governments, or other known entities. Alex Thorn, the head of research at Galaxy, stated that this indicates that despite the increasing institutionalization, a significant amount of Bitcoin may still be self-custodied by individuals. Xapo Bank believes this reflects the fact that retail investors have been in the market for over a decade.However, this portion of unallocated Bitcoin does not all belong to individuals who have been self-custodying for the long term; it may also include coins that are inaccessible due to lost private keys or the death of the holder, holdings from institutions or over-the-counter traders that Galaxy has not yet identified, as well as custodial assets spread across multiple addresses. The remaining 45% has been allocated, including ETFs from issuers like exchanges and BlackRock, as well as the U.S. government; among them, the single largest holder is "Satoshi Nakamoto (Patoshi model)," holding 1,123,658 BTC.