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An Ethereum pre-mine address dormant for 11.3 years was activated and holds about 2,155 ETH. According to Odaily, the address transferred 0.05 ETH at 6:04 (UTC+8) and still holds about 2,154.95 ETH.

Santiment reported that wallets holding 1 to 100 BTC accumulated more than 14,000 Bitcoin over the past two weeks. According to Foresight News, wallets holding 1 to 10 BTC added 10,076 Bitcoin, while those holding 10 to 100 BTC added 4,131 as Bitcoin’s price fell toward $75,000. Santiment said these wallets are generally more patient than retail investors, often accumulating during market fear and reducing holdings after prices rise. It added that prices stabilizing at $75,000 while holdings continue to increase would strengthen the signal of a local bottom; a break below recent lows accompanied by selling from these wallets would weaken it.

BlackRock’s iShares Bitcoin Trust (IBIT) has received more than $5 billion in existing Bitcoin from holders seeking custody through the ETF amid fears of kidnappings and other attacks. BlackRock digital-assets head Robbie Mitchnick told Bloomberg the trend will grow, citing kidnappings, ransom and custody failures, according to BeInCrypto. The coin swaps do not add new money to Bitcoin, as ETF purchases occur when investors bring cash. Chainalysis counted 46 violent attacks on crypto holders by late June, up from 40 a year earlier, with about half involving kidnappings. U.S. spot Bitcoin ETFs had $25.6 billion in inflows this year but paid out $26.1 billion through November 5.

NVIDIA (NASDAQ: NVDA) is scheduled to report its third-quarter fiscal 2027 results on November 17, 2026, after the market close, with a conference call at 5:00 p.m. ET. Investors are watching whether strong demand for artificial intelligence infrastructure can sustain the chipmaker’s rapid growth. Expectations remain high as major technology companies continue investing heavily in AI data centers, putting NVIDIA’s revenue growth, data center performance, and forward guidance under close scrutiny.
Consensus Estimates & Expectations
Revenue Estimate: According to analyst estimates compiled by Charles Schwab as of November 4, NVIDIA is expected to report revenue of approximately $109.2 billion, up 91.5% from $57.01 billion a year earlier. Broader consensus figures cluster in a similar range of roughly $108.8–$109.2 billion. This sits near the upper end of the company’s own guidance of $108.0 billion, plus or minus 2% (approximately $105.8–$110.2 billion). The guide assumes no data-center compute revenue from China. Hitting the midpoint would represent roughly 12% sequential growth from the prior quarter’s $96.2 billion.
Earnings Per Share (EPS): Adjusted earnings per share are forecast at $2.48, representing year-over-year growth of 90.5% from $1.30 in the year-ago quarter. Other compilations place the consensus near $2.47–$2.49. In the second quarter of fiscal 2027, NVIDIA delivered adjusted EPS of $2.22, beating expectations.
Data Center & Blackwell Demand: Data Center remains the dominant driver and is expected to account for the vast majority of revenue. In the prior quarter it reached a record $89.0 billion, up 117% year over year and more than 92% of total sales. Blackwell Ultra continued to ramp strongly, particularly with hyperscalers.
The next-generation Vera Rubin platform began production shipments in August 2026 and is expected to contribute roughly 20% of Data Center revenue in the third quarter. Management has described purchase orders from major hyperscalers, AI clouds, and system makers, with deployments already underway at partners including CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure, and others. Hyperscale customers and the AI Clouds, Industrial, and Enterprise (ACIE) segment both showed robust sequential growth in the prior period. Broader industry data points to continued heavy capital spending by the largest cloud providers, supporting the near-term demand picture even as supply constraints persist.
Analyst Views on the Stock
Wall Street remains overwhelmingly bullish on NVIDIA despite recent share-price weakness and governance questions. As of early November 2026, the consensus rating is Strong Buy or Buy, with roughly 50–60 analysts covering the stock and only a handful of Holds and essentially no Sell ratings. Average 12-month price targets cluster in the $320–$340 range, implying substantial upside from recent trading levels near $178–180.
Notable targets include Bernstein’s Stacy Rasgon at $400 (maintained Outperform), Bank of America at $350, RBC Capital at $330, Citi at $315, and Goldman Sachs and Morgan Stanley near $300. Most analysts argue that underlying AI infrastructure demand and product cycles (Blackwell Ultra and the Vera Rubin ramp) remain intact and that any near-term distraction is unlikely to derail shipments or the multi-year growth trajectory. A small minority have turned more cautious, with at least one firm downgrading to Hold citing potential management turmoil, but the overall stance is that the stock’s risk-reward has become more attractive after the pullback.
Key Headwinds & Market Overhang
Several factors are weighing on sentiment heading into the print. Gross margins are guided to approximately 74% (plus or minus 50 basis points), down from 75% in the second quarter, with management signaling further pressure in the fourth quarter (potentially bottoming near 71–72%) due to rising memory and component costs.
Supply remains a constraint rather than demand. Long-term supply and capacity commitments rose sharply in the prior quarter, and the company continues to describe itself as supply-limited even while guiding for strong sequential growth.
Geopolitical and regulatory issues form a persistent overhang. The outlook explicitly assumes zero China data-center compute revenue amid ongoing export controls. Broader political and policy uncertainty has contributed to recent stock weakness.
Recent reporting has also drawn attention to personal and governance matters involving CEO Jensen Huang. Major news outlets have reported that Huang admitted to an extramarital affair with Alice Huang, a Megaspeed executive whom U.S. intelligence concluded was a Chinese intelligence asset. NVIDIA’s board launched an independent investigation into whether he was the target of a foreign intelligence effort, while a shareholder lawsuit alleges inadequate disclosure of related risks. The board has expressed confidence in Huang’s leadership and stated it has no reason to believe national security or company secrets were compromised; Huang has said he supports the probe. Analysts have noted that the episode heightens long-standing key-man risk concerns given Huang’s central role and the absence of a clear successor, though most still see it as a temporary overhang rather than a fundamental demand problem.
NVIDIA shares have declined substantially from recent highs in the weeks leading up to the report, reflecting a combination of these concerns and high expectations. While the company has a strong track record of beating its own guidance and analyst estimates, the bar is elevated, and forward commentary on Vera Rubin ramp, margins, supply, and the durability of AI infrastructure spending will likely determine the market’s reaction.
What to Expect in NVIDIA’s Earnings Report
Revenue Growth: Revenue is expected to reach approximately $109.2 billion, up 91.5% year over year.
Earnings Performance: Adjusted EPS is forecast at $2.48, nearly doubling from a year earlier.
Data Center Demand: Investors will look for continued growth in AI chip sales, particularly Blackwell Ultra deployments.
Vera Rubin Ramp: The market will assess early contributions from the next-generation platform and its shipment outlook.
Gross Margins: Rising memory and component costs could put pressure on margins, with further declines expected in the coming quarter.
China Exposure: Investors will watch for any updates on export restrictions and the outlook for data center sales in China.
Forward Guidance: Management’s commentary on supply capacity, hyperscaler spending, and AI infrastructure demand will be critical to the stock’s reaction.

According to the announcement from Binance, the exchange will update collateral ratios for FIL and HBAR across Cross Margin, Portfolio Margin and Portfolio Margin Pro starting 2026-11-13 06:00 (UTC). Binance expects the update to be completed within approximately 30 minutes. For Cross Margin and standard Portfolio Margin, the collateral ratio for both FIL and HBAR will increase from 50% to 60%. Under Portfolio Margin Pro, the assets will have revised collateral-ratio tiers. Before the update, the listed tiers are 100% for collateral valued up to 200,000 USD, 80% from 200,000 USD to 400,000 USD, 70% from 400,000 USD to 800,000 USD, 40% from 800,000 USD to 1,000,000 USD, and 20% above 1,000,000 USD. After the update, the tiers will be 100% for collateral valued up to 800,000 USD, 95% from 800,000 USD to 1,200,000 USD, 75% from 1,200,000 USD to 2,000,000 USD, and 50% above 2,000,000 USD. The announcement also lists a Portfolio Margin Pro rank change from 80 before the update to 70 afterward for FIL and HBAR.

An address deposited 1,060 ZEC into Hyperliquid through Hyperunit, sold it in three transactions for about 1.29 million USDC, and later withdrew the funds. According to Odaily, Onchain Lens reported that the address received the ZEC from a privacy address; the coins were valued at about $1.29 million.

Vitalik Buterin said he is more inclined to position ETH as a store-of-value asset and publicly revised the “ultrasound money” narrative. According to PANews, about 13,000 ETH has been burned this year, down more than 99% from 2022, while Layer 2 networks divert most transaction fees; ETH has a market capitalization of about $260 billion.

Telegram founder Pavel Durov said the platform saw more than 700,000 self-custody wallets created over the past 48 hours. According to Odaily, Durov said adoption is growing quickly and that wallets activate automatically when users receive Gram tokens. He said this reflects continued momentum in cryptocurrency adoption.

According to ChainCatcher, confidential AI infrastructure platform NEAR AI said an attacker exploited a vulnerability in its SGLang inference engine on November 8 to access part of its infrastructure. NEAR AI said it has closed the relevant access and fixed the issue. Affected users have been notified; users who were not notified do not need to take any action.

According to ChainCatcher, Initia said on Nov. 9 that it is investigating an issue affecting Rollup infrastructure and coordinated with the relevant Rollups to pause them temporarily. The team has not identified any impact on user funds and hopes block production will resume soon. Initia’s L1 remains online, though some services, including the Initia Scan block explorer, are experiencing degraded performance.

According to the announcement from Binance, the exchange’s third community appreciation campaign offers eligible users rewards of up to 15% APR across USD1, USDe and KGST products. **USD1 activity:** From 2026-11-10 00:00 (UTC) to 2026-12-04 00:00 (UTC), users can hold USD1 in Spot, Margin, Futures, Funding and Earn Accounts to earn up to 10% APR, with no individual reward cap on the all-holdings portion. Its expanded pool includes 120 million WLFI and 7 million USD1. A separate pool of up to 2.5 million USD1 remains for first-time USD1 users and incremental holdings, with rewards limited to each user’s first 50,000 new or incremental USD1. Binance says the campaign’s reward periods run through 2026-12-04, with distributions scheduled on 2026-11-20, 2026-11-27 and 2026-12-04; there will be no distribution on 2026-11-13. **USDe activity:** From 2026-11-11 00:00 (UTC) to 2026-11-30 23:59 (UTC), eligible users holding at least 0.01 USDe for 24 hours can earn up to 10% APR, comprising a currently 5.25% base APR and 4.75% bonus tiered APR on balances up to 100,000 USDe. **KGST activity:** From 2026-11-12 08:00:00 (UTC) to 2026-12-11 23:59:59 (UTC), users subscribing to KGST Flexible Products can receive up to 15% APR, including 10% bonus tiered APR and 5% real-time APR. Subscriptions range from 1 KGST to 1,500,000 KGST, subject to availability.

Bitcoin spot ETFs recorded a total net outflow of $201 million yesterday, marking a third consecutive day of outflows. According to Foresight News, citing SoSoValue data, the figures cover Nov. 9, U.S. Eastern Time; Morgan Stanley’s MSBT led daily inflows with $22.0619 million, bringing its cumulative net inflows to $805 million, while BlackRock’s IBIT had the largest daily outflow at $213 million, with cumulative net inflows of $64.888 billion. As of publication, spot Bitcoin ETFs held $94.435 billion in net assets, equal to 6.27% of Bitcoin’s total market capitalization, and had recorded cumulative net inflows of $55.498 billion.

Tom Lee, chairman of Ethereum treasury company Bitmine, said the crypto market’s outlook is bullish for the next 24 to 36 months and that ETH’s continued price weakness reflects a lack of patience in the industry. According to Odaily, Lee said tokenization was advancing in 2026, with most tokenized assets built on Ethereum, and that Ethereum founder Vitalik Buterin had reaffirmed ETH’s role as a store of value. Lee also said the crypto bull market was just beginning, the AI narrative had not absorbed all new capital, and investors should be prepared.

A wallet transferred 199,999,900 USDT from an unknown address to Tether Treasury. According to Odaily, data monitoring identified the transfer.

According to ChainCatcher citing Yonhap News Agency, Shim Eun-seop, director of the Financial Supervisory Service’s Electronic Financial Inspection Bureau, said stablecoins used for electronic payments should be subject to the Electronic Financial Transactions Act. He said applying the law is unavoidable to ensure fairness with existing electronic payment methods, protect users and maintain payment and settlement stability. Shim made the remarks at a discussion held at the Financial Investment Education Institute in Yeouido, Seoul.

The Internal Revenue Service is sending cryptocurrency taxpayers a large number of Notice 6174 letters asking them to review past tax filings. According to Odaily, Cryptotaxaudit CEO Clinton Donnelly said dozens of people, including his clients, had recently contacted the firm about the notices, and receiving one does not by itself indicate a violation.
Donnelly previously estimated that the IRS sends about 10,000 such notices each month. Notice 6174 is a voluntary compliance reminder stating that the IRS has information about a taxpayer’s cryptocurrency transactions and asking recipients to check whether they met their tax filing obligations.
Donnelly said the letters do not identify specific filing issues and generally do not require a direct response. He advised recipients to read the notice carefully and review their circumstances before amending a return or submitting information to the IRS.

NEAR AI said it found unauthorized access to its internal systems and suspended its cloud inference service while investigating. According to Foresight News, the company has shut down the unauthorized access and will keep NEAR AI Cloud suspended until it is safe to resume service. NEAR Protocol and other services were not affected, and the team said it would provide another update within two hours.
NEAR AI previously said it had paused cloud inference as a precaution while it investigated the incident. The service runs in hardware-isolated trusted execution environments (TEEs) to protect the privacy of user prompts.

Strategy bought 1,037 BTC last week, bringing its reported holdings to 850.364 BTC. According to Foresight News, the company’s total BTC holdings have increased to that amount.

Huang Licheng, also known as Machi, closed his positions and transferred all funds from his Hyperliquid account to an address used for trading and mining by his Papertrade project, after accumulating losses of $37.46 million over 18 months. According to PANews, citing on-chain analyst Ember, Huang was liquidated the previous morning after trading on Hyperliquid for a year and a half, then deposited funds again and opened a long ETH position before voluntarily closing his positions that afternoon. This was his first time closing positions and emptying his Hyperliquid address since May last year.

On Nov 10, 2026, 08:07 AM(UTC). According to Binance Market Data, BNB has dropped below 690 USDT and is now trading at 689.98999 USDT, with a narrowed narrowed 1.90% increase in 24 hours.

Anthropic plans to forge ahead with its initial public offering later this month despite recent market volatility tied to artificial-intelligence investments, the Wall Street Journal reported. The Claude maker has meetings lined up with key investors this week and is aiming for its shares to start trading Thursday or Friday next week, according to people familiar with the matter. Investors are awaiting Anthropic's targeted valuation range, which the company is expected to unveil in a filing early this week. A week ago, investors anticipated a target of about $1.5 trillion, but after Thursday's steep selloff in AI companies, some major investors are now pushing for a lower figure.
TechFlow reported on November 10 that according to CNBC, seven companies including Google, Nvidia, AMD, Broadcom, Micron, Microsoft, and TSMC will invest $26 billion via private placement at the IPO price, and cornerstone investors will sell 23,333,331 shares in the IPO.
In earlier reports, Anthropic plans to raise up to $69.3 billion through its IPO, with a proposed offering price range of $70 to $80 per share. Anthropic intends to issue 866,666,664 Class A shares in the IPO. However, Anthropic later said the pricing was inaccurate and that it would update the filing later, according to Reuters.
The Nasdaq Composite has recovered ground, likely giving Anthropic additional confidence to push forward. Yet the company will almost certainly need to accept a much lower valuation than the roughly $2 trillion floated months ago. It could still delay and wait for better conditions, though doing so would risk sparking panic in the market. Executives have been huddling with bankers from Goldman Sachs and Morgan Stanley in recent days to discuss where to set the range. Setting its sights too high could hurt investor demand and send shares lower, while too low a range could expose the company and its bankers to criticism that they left money on the table.
Bankers sometimes encourage slightly lower-than-expected ranges so they can raise them later citing strong demand. The filing expected this week will spell out how many shares Anthropic plans to sell and at what price, and could reveal big-name investors already lined up to buy at the IPO price. The company plans to list on the Nasdaq under the ticker "ANT." Companies in the Nasdaq Composite shed $2.5 trillion of value on Thursday after the midterm elections swept a bloc of AI skeptics into power and passed moratoriums that could slow America's data-center development.
Even before the recent volatility, enthusiasm for AI names had been waning on concerns about the scale of investment required and the lack of clarity on its payoff. Rival OpenAI raised less than half of what it initially targeted in its latest funding round, at a below-target valuation of $1.25 trillion. SpaceX's record June offering valued the rocket-maker at about $1.77 trillion and raised roughly $75 billion.

SharpLink, an Ethereum treasury company, held about 892,708 ETH at the end of the third quarter, valued at approximately $2.1 billion under U.S. GAAP. According to Odaily, its ETH holdings had increased to about 895,117 as of November 2.
On September 28, SharpLink staked $200 million in ETH through the decentralized protocol Lido and received wstETH. The Galaxy SharpLink Onchain Yield Fund began deploying capital in the third quarter with an initial commitment of $125 million. SharpLink contributed $100 million and Galaxy Digital contributed $25 million.
SharpLink also made an equity investment in Blockspace, a company focused on Ethereum validation and staking infrastructure.

Wallet 0x7a8 has been selling ASTER in batches for six consecutive days, with individual sales worth about $60,000 to more than $200,000. According to Odaily, Arkham monitoring showed a pattern of repeated sales in smaller transactions, which may indicate a planned reduction in holdings.

Japan’s Financial Services Agency updated its warning page on unregistered financial and crypto-asset trading platforms on November 10, adding a link to anti-fraud measures from the Consumer Affairs Agency. According to Odaily, the agency says unregistered platforms may lack investor protections and could block withdrawals, charge high fees or suddenly disappear; it advises users to check a platform’s credentials through its financial business operator search tool. The agency’s September warning list added a Hong Kong company operating IZAKA-YA. The Consumer Affairs Agency introduced anti-fraud measures in September that include using AI to analyze consumer consultation data to identify scam tactics early.

Only five of the top 100 cryptocurrencies by market value were up 1% or more over the past 24 hours on Monday, November 9, as a selloff in tech stocks led by Nvidia weighed on crypto. Bitcoin slipped to about $74,860 and ether fell 5.9% to around $2,125. XRP and solana also fell.The five gainers were ARB, RNDR, PEPE, QNT and GT.Nvidia Leads the Tech SelloffNvidia, the world’s largest company by market value and the leading AI stock, fell more than 4% in pre-market trading. Nvidia’s board has opened an investigation after reports about CEO Jensen Huang’s relationship with a suspected Chinese spy.On Binance, trading volume in NVDA perpetual futures jumped more than 200% to over $500 million as traders reacted to the news.$1.16 Billion in LiquidationsCrypto futures trading volume surged more than 200% to $180 billion in 24 hours as markets returned from the weekend lull. Open interest fell 3% to about $127 billion, a sign that traders closed positions and money left the market. Liquidations reached $1.16 billion, and market orders leaned to selling, at 51.5%.Ether Hit Harder Than BitcoinEther accounted for about $500 million of the liquidations, mostly long positions, even though its open interest is about half the size of bitcoin’s. ETH open interest fell 6.7% on a 5.9% price drop, and funding rates turned negative, meaning short sellers are now paying longs. Ether closed Sunday below its 200-day moving average for the first time since August 18.Bitcoin held up better. Its open interest fell just 0.2% on a 2.2% price drop, so most positions stayed open. BTC liquidations were $305 million. Funding is still positive but lower than on Thursday.ZEC and XRP also saw money leave. ZEC open interest fell 9.7% on a 4.5% price drop, and XRP’s fell 9.2%.Traders Buy Downside ProtectionOptions traders are bracing for bigger moves. Bitcoin’s one-week implied volatility rose to about 43% from about 33% on Thursday, and ether’s rose to about 60% from about 46%. One-week skew, the extra premium paid for puts over calls, stands at about 13% for bitcoin and about 15% for ether, showing renewed demand for protection against further drops.Four of bitcoin’s six most active options contracts are puts with strike prices between $70,000 and $72,000. Ether’s most active contract is a December put at $1,900.Payments Tokens Lead Losses; ARB Bucks the TrendPayments tokens: down more than 5% as a groupDeFi tokens: down 3.5%Memecoins: down 2.35%Layer-2 tokens: down just 0.12%XRP was among the worst performers, down 7.3%. Arbitrum (ARB) went the other way, rising more than 5% as onchain activity around real-world assets continues to grow.

According to the announcement from Binance, verified VIP users in eligible regions will be able to receive tier-based gifts by maintaining their VIP status during a 30-day campaign running from 2026-11-16 00:00 (UTC) to 2026-12-16 00:00 (UTC). Participants must hold VIP 1 or higher at the campaign’s start and remain at least VIP 1 throughout the period. Users who fall to Regular User status at any point will not qualify. **Campaign rewards:** Users whose lowest maintained level is VIP 1 or VIP 2 will be eligible for a Binance-branded bomber jacket and cap. Those who maintain VIP 3 through VIP 9 for the full period will qualify for a Binance-branded ski jacket and goggles. The reward tier is based on the lowest VIP level held during the campaign; for example, a user who spends part of the period at VIP 3 and the rest at VIP 2 will be assigned to the VIP 1–2 tier. VIP upgrades granted through vouchers or manual adjustments do not count. Users covered by the VIP Level Protection Program from 2026-11-03 00:00 (UTC) to 2026-12-02 23:59 (UTC) remain eligible. Binance says reward distribution and winner information will be sent by 2026-12-30. Eligible users will need to submit their shipping address and sizing information through the My VIP gifts page.

Binance Wallet announced on X that 20 winners will receive an exclusive two-digit Agent ID. The identifier consists of two digits or letters and is described as short, unique and easy to recognize.
Winners will be contacted by the official team with instructions for claiming their rewards. Each Binance account can be linked to only one Agent ID.

According to ChainCatcher citing Macau Radio Television, a Macau man and a mainland Chinese man had previously lost money investing in cryptocurrency together. They later agreed to trade 640,000 USDT for HKD 5 million. On November 6, the buyer deposited the money into the seller’s account at a casino in Cotai, Macau, but received only 40,000 USDT.
The seller then left, saying he was going to smoke, and the remaining 600,000 USDT was never transferred. Macau police investigators found that the suspect did not have enough USDT to complete the deal and converted the money into casino chips immediately after receiving it. He is suspected of deliberate fraud involving approximately HKD 4.68 million.

Elysium has become the first dedicated Arbitrum Layer 2 to settle on HyperEVM. According to Odaily, Arbitrum said on X that it welcomed Elysium, built by Kinetiq, into its programmable economy. Elysium aims to provide more execution capacity and performance for applications and traders in Hyperliquid’s growing DeFi and perpetuals ecosystem.

Michael Robinson, former head of product marketing at Chainlink, said in a post on X that he has joined the Monad Foundation and will oversee marketing. According to Foresight News, Robinson worked at Chainlink from 2021 to 2026.

MARA Holdings transferred out 500 BTC today, worth about $37.38 million. According to Odaily, MARA has sold a total of 13,597 BTC since October 1 for about $1.1 billion, at an average price of $81,039.

SharpLink reported third-quarter revenue of $13.5 million, up 24% year over year, and net profit of $751 million, with diluted earnings per share of $3.45. According to Odaily, staking revenue was $13.1 million, up 27%, while net profit in the same period last year was $104 million. The latest quarter’s net profit included $677 million in unrealized gains from an increase in the fair value of the company’s ETH holdings and $75.2 million in realized gains on crypto assets. Administrative expenses fell 8% year over year to $11 million. As of September 30, SharpLink held $47.9 million in cash and cash equivalents.

Nvidia shares fell to about $177 on Monday, 26% below their October record, entering a bear market. Google unveiled two rival AI chips as a China spy scandal reached CEO Jensen Huang, according to BeInCrypto. Nvidia's board opened an inquiry Sunday after Huang acknowledged an affair with Alice Huang, whom U.S. intelligence reportedly suspected of spying for China; a probe into suspected smuggling of Nvidia chips to China via Megaspeed was referred to the Justice Department. Alphabet shares rose 2.4% toward $295. CryptoQuant's sentiment index hit a record low, but CEO Ki Young Ju said extreme bearishness can signal selling is ending; Nvidia's board findings and next earnings will test the potential-bottom view.

According to ChainCatcher, World Liberty Financial said its WLFI token buyback has begun on Aster, and a related wallet has deposited 10 million USD1 on the platform. The company has not disclosed a buyback budget or purchase schedule, saying it will determine those arrangements at its discretion.

An address with about $40.45 million in cumulative profits increased its XRP long position by approximately $7.43 million. According to Odaily, the position grew by about 6.7629 million XRP, bringing its holdings to approximately 10.3521 million XRP. The account opened about $7.42 million in XRP longs and closed roughly $10,000 during the period. The address is 0xfc667adba8d4837586078f4fdcdc29804337ca06.

Uniswap said on X that Uniswap V2, V3, and V4 are now live on Elysium. According to Odaily, Elysium brings 100-millisecond blocks to the Hyperliquid ecosystem, uses HYPE for gas, and settles transactions on HyperEVM; developers can integrate Uniswap from day one.

Trump Media said on a conference call that it held 15,649 Bitcoin at the end of the third quarter, up 1,510 from the second quarter, with a value of about $1.17 billion. According to Odaily, on-chain analyst Ember wrote on X that the company’s average purchase price was about $105,271 per Bitcoin, leaving it with an unrealized loss of about $476 million.

Elon Musk announced plans for the TerraFab semiconductor megafactory in March this year and said in October that it would begin mass production in the second half of 2028. According to Sina Finance, the project has reportedly moved into substantive implementation.
Musk plans to build the wafer fab in Texas with Tesla and SpaceX to secure an independent chip supply. Under the plan, it would produce computing chips each year to support a combined one terawatt of computing capacity for AI and robotics businesses.
The semiconductor industry has remained skeptical. Building a conventional wafer fab typically takes about three years, and industry observers have questioned whether a company without semiconductor manufacturing experience could reach mass production within that period.
A media report on the 9th said TerraFab had recently placed large orders with Japanese semiconductor equipment makers. The project has drawn a new major customer to the industry, while its requests, which reportedly exceed customary industry standards, have puzzled many suppliers. An executive at a Japanese semiconductor equipment company told the media that Elon Musk, rather than Kioxia or Rapidus, was the hottest topic in the semiconductor industry.
Sources said TerraFab had informally set a goal of producing 1 million silicon wafers per month from 2032 onward. That would be 40 times the monthly capacity of Rapidus’s plant in Chitose, Hokkaido, which is 25,000 wafers. Of the 1 million wafers, about 700,000 would be used for memory chips and more than 300,000 for logic chips. Intel is also participating in the project and is expected to provide manufacturing process technology during mass production.
Several TerraFab procurement executives visited Japan in early November to discuss details for mass production with local suppliers. One equipment maker received an order requiring delivery within a few months. A company representative told the media, “The requirements for this order are unreasonable, but we have to cooperate as much as possible.” The unprecedented delivery schedule has caused a stir across the industry.
Advantest CEO Douglas Lefever recently said at an earnings conference that TerraFab was moving from concept to implementation and could become a significant business. TSMC President C.C. Wei said last month that the two sides were discussing how to use TerraFab’s capacity. Reports said TSMC was considering leasing part of the site to build its own wafer fab, but Musk said his company would operate the factory itself.
The mass-production plan remains uncertain, as does whether suppliers can meet Musk’s demands. Market concerns also include possible delays to approvals for related AI investment projects following a change in the Texas governorship after the U.S. midterm elections. If realized, the plan for high-performance AI chips would make TerraFab a new competitor to South Korean semiconductor giants such as Samsung and SK Hynix.

A whale withdrew about 220 ETH from Tornado Cash, exchanged it for USDT and bridged the tokens to TRON. According to Odaily, Onchain Lens reported that the whale is distributing USDT to multiple addresses through a TronLink GasFree wallet, with the latest transfer totaling 450,000 USDT.

According to ChainCatcher, Solana Foundation Technical Vice President Jacob Creech responded to controversy over changes to the Solana Foundation Delegation Program (SFDP). The revisions set a 12-month participation limit, automatically graduate validators once they reach 300,000 SOL in stake, cap the program at 100 validators, and require participants to operate their own validator nodes.
Creech said the program was initially designed to help new validators get started, build a healthy testnet, and allow some validators to test network upgrades early. As the Solana ecosystem and validator community have matured, the foundation aims to shift to a more proactive and flexible delegation model focused on network health and ecosystem contributors. The SFDP will continue supporting new validators, while the foundation may delegate outside the program to validators making important contributions, including those who tested Frankendancer early.
Creech said reducing the number of validators is not the goal, though the count could fall if the foundation cannot find enough high-quality contributors. More than 100 validators have applied to continue receiving support, he said.