链捕手ChainCatcher

ChainCatcher reports, citing CNBC, that OpenAI CFO Sarah Friar said in an interview on the 6th local time that the company’s IPO plans have not been affected, despite the 2026 U.S. midterm elections changing the political landscape in Congress. Friar said the team’s job is to prepare for all kinds of scenarios, and she doesn’t think anything has had a significant impact on the company.
Friar reiterated OpenAI’s goal of going public next year. She said OpenAI will not stop investing in large data centers and is trying to rebrand these facilities as “compute campuses” to meet customer demand and continue raising funds. Friar also said OpenAI’s business is currently in good shape, with revenue up 70% in the third quarter and enterprise sales doubling. She looks forward to OpenAI going public, believing that doing so aligns with its mission to make AI accessible to everyone. “Why should only institutions enjoy these benefits?”

According to ChainCatcher, citing Bloomingbit, Bitcoin infrastructure company Blockstream said in its third-quarter business update that Bitcoin can prepare for attacks by future quantum computers by adopting new digital signature technologies. The Blockstream team previously published a report comparing three lattice-based signature schemes: Dilithium, Falcon, and Hawk.
Researchers concluded that Falcon-1024 offers the best balance between data size, verification speed, and the maturity of its security foundations, saying, “If we had to choose a lattice-based signature scheme for Bitcoin today, we would choose Falcon-1024.” However, they also pointed out that finalizing the Falcon standard, obtaining verified implementations, and the memory burden on hardware wallets remain key challenges. The team said hash-based signatures are the more conservative choice in the short term. Once Falcon is standardized and implementation technology matures, the two approaches could be combined to improve security and processing efficiency.

ChainCatcher reports, according to (The New York Times), that researchers at Vanderbilt University discovered a Polymarket user who bet nearly $200,000 on October 31 that Nebraska Senator Pete Ricketts would win reelection. About an hour later, a poll jointly conducted by The New York Times and Siena College showed Ricketts in the lead. The report said it remains unclear whether the user had access to insider information, but they made more than $77,000 in profit.
The report said the user also placed similar large bets on other markets, including Kalshi. Brett Goldstein of Vanderbilt University's Institute for National Security said the series of events was difficult to dismiss as random and warranted further investigation. Polymarket said it had identified the trades in question and was investigating, while Kalshi declined to comment.

ChainCatcher reports that ARK ETF Trust has filed registration documents with the U.S. Securities and Exchange Commission to launch 14 thematic ETFs covering areas such as artificial intelligence, robotics, biotechnology, and tokenized market infrastructure. The filing is a preliminary prospectus dated November 6 and is proposed to become effective 75 days after filing.
These include the ARK Tokenized Market Infrastructure ETF. The fund plans to invest in companies that provide infrastructure for the tokenization of real-world assets and on-chain capital markets, including tokenization platforms, stablecoin issuers, exchanges, brokers, custodians, and settlement networks.

According to ChainCatcher, with Democrats set to regain control of Congress, incoming committee leaders are preparing to ask Nvidia CEO Jensen Huang to explain whether the company has taken sufficient steps to prevent AI chips from reaching China and other U.S. adversaries. Democrats will use their authority to lead key committees to subpoena executives from Nvidia and other Silicon Valley companies to appear at public hearings and provide information for industry investigations. After the new Congress convenes on January 3, Democrats will officially control both the House and Senate.
Three Republican members of the House who oversee committees related to national security have already asked Jensen Huang to brief them on his interactions in connection with Singapore-based Megaspeed International. Meanwhile, lawmakers are negotiating three bipartisan measures concerning restrictions on sales of semiconductor manufacturing equipment to China, codifying current restrictions on AI chip sales, and requiring verification of the location of AI processors. The AI Oversight Act would maintain current export controls for 18 months. The Chip Security Act would require the U.S. Commerce Department’s Bureau of Industry and Security to ensure that AI data center chips exported overseas have security mechanisms to verify whether they have been diverted to destinations of concern, such as China.

ChainCatcher reports that after the U.S. midterm elections, concerns about tighter AI regulation and a slowdown in data center construction intensified, triggering a sharp sell-off in U.S. tech stocks. On November 5, the “Magnificent Seven” lost about $1.04 trillion in market value in a single day. Nvidia fell 9.26%, wiping out more than $440 billion in market value—a decline two to four times greater than those of key customers Microsoft, Google, and Amazon.
Financial pressures on AI infrastructure investment are mounting. In the third quarter of this year, Microsoft, Google, Amazon, and Meta together generated insufficient operating cash flow to cover capital expenditures, leaving a funding gap of about $26.4 billion. A year earlier, the four companies still had a combined cash flow surplus of about $61.7 billion. Amazon’s free cash flow over the past 12 months shifted from $14.8 billion to a net outflow of $42.4 billion, Meta’s free cash flow turned negative for the first time in more than a decade, and Google’s long-term debt rose from about $20 billion to $125 billion.

ChainCatcher news: Prediction market platform Kalshi officially disclosed that total trading volume in markets related to the 2026 U.S. midterm elections exceeded $2.5 billion, nearly double the $1.3 billion recorded during the entire 2024 election cycle. Around Election Day, Kalshi’s platform-wide daily notional trading volume reached $4.15 billion (including non-election contracts). Paradigm co-founder Matt Huang disclosed that Kalshi’s election contracts saw $729 million in trading volume on November 3, higher than the $244 million recorded on Election Day for the 2024 U.S. presidential election. The single market “Who will control the U.S. House of Representatives?” recorded cumulative trading volume of more than $400 million.

ChainCatcher News: Binance founder CZ shared a warning about a high-severity vulnerability in Microsoft Paint, saying, “Applications cannot protect you from operating system vulnerabilities. Update your operating system immediately.”
Microsoft has disclosed a Windows Paint vulnerability, CVE-2026-83844, with a CVSS score of 8.1, affecting Microsoft Paint versions earlier than 11.2605.91. The vulnerability stems from an out-of-bounds read and could allow unauthenticated attackers to remotely execute malicious code without user interaction. Microsoft has released a security patch, and there are currently no confirmed reports of the vulnerability being actively exploited. CZ used the opportunity to remind users that application-layer security measures cannot replace security updates to the operating system itself, and urged them to install system and software patches promptly.

After a crushing defeat in the midterm elections, Trump sent a clear signal with a personnel shake-up: he has no intention of changing course.
According to Reuters, U.S. President Trump announced Friday that he had appointed longtime ally Stephen Miller, currently deputy chief of staff, as White House chief of staff, replacing Susie Wiles. The appointment will take effect Monday. One White House official said bluntly, "He is not going to change course"—even though the results of Tuesday’s midterm elections showed that tens of millions of American voters had rejected Trump’s domestic and foreign policy agenda.
Miller’s promotion comes after Republicans lost control of both chambers of Congress. Democrats are set to take the reins in the House and Senate and have already announced plans to launch sweeping congressional investigations into the Trump administration. According to an analysis by The Wall Street Journal, this personnel change is the clearest signal yet that Trump intends to stick to his core positions during his final two years in office rather than seek a compromise with Democrats.

ChainCatcher reports that, according to an official announcement from OneBullEx, its Spartans strategy ecosystem has officially launched a “Strategy Funding Program.” The platform has announced a Q4 co-investment pool of 2 million USDT to support high-quality strategies that have passed live-trading evaluations.
Under the program framework, the platform’s co-investment amount can reach up to 20 times the strategy provider’s own funds, with a maximum co-investment of 1 million USDT per strategy Bot. The actual amount will depend on the review results and relevant conditions. The program establishes a tiered partnership mechanism based on strategy performance, funding support, and ongoing evaluations, aiming to connect strategy development with real-world trading scenarios. OneBullEx said the program aims to provide strategy providers that have proven their capabilities on Spartans with access to greater funding, advancing the development and continued growth of the Spartans strategy ecosystem.