链捕手ChainCatcher

According to ChainCatcher, community members reported that on November 7, multiple users found their ChatGPT and OpenAI accounts suddenly deactivated, with the status shown as account_deactivated. When logging in, users were shown the message “You do not have an account because it has been deleted or deactivated.” Most had received no advance email notification.
The reports involved free API accounts, shared team accounts, and Pro accounts costing $200 per month. One user said their five-year-old Pro account was deactivated without warning or an email. A developer said that years of accumulated chat history and personal memories were locked in the cloud and could not be retrieved.

ChainCatcher reports that, according to The Verge, AI safety research organization METR said after an 11-week investigation into Anthropic that the company’s models are advancing at roughly twice the rate they were a year ago, and that progress over the past year was equivalent to about two years of progress before that. METR believes that, as of October, most of the acceleration in research and development was due to AI, and that its contribution is growing.
The acceleration currently comes mainly from AI assisting human researchers, rather than working autonomously. In an informal survey, employees using Anthropic’s most powerful internal model reported that they were, on average, about 12 times as productive as they would be without AI assistance. Anthropic heavily redacted its public report. Co-founder Sam McCandlish said the information involved commercially sensitive material and could also help other companies accelerate their research and development.

ChainCatcher reports that Elon Musk said at the Barron's Annual Investment Conference that SpaceX's fourth-quarter revenue is expected to rise about 70% from the third quarter. He reiterated that the company is on track to reach an annualized revenue run rate of $100 billion in December and surpass $500 billion by the end of 2027. In late trading on Friday, SpaceX shares rose 9.1% to $134.91, their biggest one-day gain since August 12; they are down 28.13% over the past month.
Musk said revenue from U.S. government agencies is expected to fall to less than 10% of SpaceX's total revenue this quarter, down from 16.6% last quarter. According to Bloomberg, AI company Anthropic is currently SpaceX's largest single customer, contributing more than a third of its quarterly revenue. SpaceX also has computing-power rental agreements with technology companies such as Google, owned by Alphabet. Musk said on an earlier earnings call that its AI business turned profitable for the first time this quarter.

According to ChainCatcher, Mira announced in an official tweet that it launched Sterling, an AI inference verification routing product, on November 5. It aims to address the problem in today’s API market where the model users pay for does not match the model actually being used—for example, providers secretly downgrading models or breaking tool calls.
Sterling tests various API providers around the clock and publishes ratings, assessing model identity, tool calls, parameter compliance, silent failures, and declared context. Users can route requests to verified providers simply by changing the Base URL. According to Mira, a four-month study covering 189 endpoints found 37 undisclosed changes across 29 endpoints.

According to ChainCatcher, the U.S. Department of Homeland Security told Fox News that an undocumented immigrant from Venezuela was arrested by Secret Service agents near the White House on Thursday night. Secret Service agents approached to investigate after spotting him acting suspiciously in a vehicle on Constitution Avenue in Washington. The suspect said voices in his head had instructed him to travel to Washington to assassinate President Trump, and admitted that weapons were hidden in the vehicle.
The Department of Homeland Security said the vehicle had previously been reported stolen. A search uncovered three firearms and dozens of rounds of ammunition, including an AR-15-style rifle and two handguns. The suspect, identified as Ronny Yordrix Guanipa Chrinos, entered the United States through Texas in March 2024. He had previously been arrested by U.S. Border Patrol and was later released into the country during the Biden administration.

According to ChainCatcher, a research report published by the University of Oregon blockchain group Dorm DAO recommends that its student fund go all in on AI mining project Pearl ($PEARL), with a target price of $2.50 to $3.00. Pearl currently has a market cap of approximately $531 million.
The report notes that Pearl is a Layer 1 public blockchain that replaces proof of work (PoW) with matrix multiplication. It uses “proof of useful work” (PoUW), enabling GPUs serving AI to secure the network while earning tokens. The fund views potential Coinbase and Kraken listings, an FP8 kernel upgrade (intended to reduce mining costs to nearly 0%), and the AI computing power narrative as its three main catalysts.

According to ChainCatcher, citing Jin10, Trump announced over the past 24 hours that White House Deputy Chief of Staff Stephen Miller will take over as chief of staff on November 9, replacing Susie Wiles; Wiles will join his political action team. Trump also said he plans to continue raising political funds to regain influence after Republican losses in the midterm elections.
On Iran, Trump said he is communicating with Iran and that the U.S. has carried out a “small strike” against the country, destroying a small air-defense system. Two U.S. officials said advisers had told him that the window for another large-scale military operation against Iran was narrowing, and recommended acting before the new Congress, controlled by Democrats, takes office next January.

ChainCatcher news: The U.S. Treasury Department has imposed financial sanctions on eight Canadian money services businesses, saying they had conducted business with sanctioned Iranian entities. The Treasury said the companies facilitated exchanges between Iranian rials and other currencies and digital assets, enabling international transactions. The sanctions will cut these companies off from the U.S. dollar financial system.
The U.S. Treasury Department said these businesses processed transactions for sanctioned Iranian digital asset exchanges and digital asset addresses linked to Iran’s Islamic Revolutionary Guard Corps. Treasury Secretary Scott Bessent said Canada must not become a safe haven for illicit financial operators providing sanctions-evasion services to the Iranian regime and its proxies, and that the Treasury would pursue and cut off the Iranian regime’s financial channels worldwide. The action was coordinated with Canada’s financial intelligence agency, FINTRAC. Some of the sanctioned entities had tried to evade detection by changing their names and addresses.

ChainCatcher reports that CryptoQuant analyst Darkfost noted that the altcoin market capitalization has shrunk by about $200 billion, and around 70% of altcoins on Binance have fallen below the 200-day moving average. From mid-August to the end of September, the market cap of altcoins excluding Bitcoin and stablecoins increased by $320 billion, before a subsequent correction erased most of those gains.
Darkfost said that in mid-August, 82% of altcoins on Binance were below the 200-day moving average. By early October, that share had fallen to 10%, with nearly 90% above the average. Since then, the macroeconomic and political environment has worsened: the U.S., eurozone, and U.K. central banks raised interest rates, midterm election results added uncertainty, and stocks—especially tech stocks—fell sharply, with the Nasdaq down 14% from its recent high.

ChainCatcher News, November 7: Tencent-owned Q&A community Sogou Wenwen and the Wenwen Mall have officially ceased operations. According to the shutdown notice published by the platform in October, both services would cease operations at 23:59 on November 7, 2026. At that time, the relevant pages would no longer be accessible, and the Wemdou redemption function would also be disabled. After the shutdown, user accounts would be automatically canceled, with no action required.
The platform had previously advised users to log in to their personal centers and take screenshots or copy and save their questions, answers, and other personal content accumulated on Sogou Wenwen before the shutdown. After the shutdown, all platform content would be deleted or anonymized in accordance with relevant laws and regulations, including the Personal Information Protection Law of the People's Republic of China. Sogou Wenwen is a knowledge-based product and interactive Q&A platform under Sogou. Formerly known as SOSO Wenwen, an interactive Q&A community owned by Tencent, it covered dozens of categories, including computers and digital products and gaming, and had over 100 million users.

ChainCatcher reports, citing Crypto Briefing, that Utkarsh Ahuja, founder and managing partner of Moon Pursuit Capital, said Bitcoin’s rebound after the U.S. midterm elections remains a fragile relief rally rather than a confirmed recovery. He noted that Wednesday’s rise reflected relief buying and short covering after the election removed some political uncertainty, but selling pressure returned on Thursday and quickly reversed the recovery. Bitcoin briefly reclaimed $80,000 on Wednesday before falling to around $75,000 on Thursday.
Ahuja believes the market may have already priced in some of the probability of a Democratic victory, so continued weakness in November would not be surprising. He remains constructive on the long-term outlook, saying that if liquidity improves and institutional demand continues to return, Bitcoin could reach the $120,000–$150,000 range by the end of 2027. He said that confirming a sustained recovery would require watching for spot buying, inflows into Bitcoin ETFs, and whether Bitcoin can reclaim lost ground and hold it during pullbacks. He also noted that Democratic control of Congress could delay or reshape legislation such as the Clarity Act, but global liquidity, interest rates, and institutional demand matter more to Bitcoin’s long-term trajectory.

ChainCatcher reports that on November 6, several members of crypto research firm Blockworks’ research team announced their departures in a flurry of posts, including senior research analyst Jake Koch-Gallup, research analyst Nick Carpineto, research analyst Kunal Doshi, senior protocol strategist Silvio Busonero, and founding research team member Westie Revacc, among others.
None of the posts mentioned the specific reasons for their departures, but Jake Koch-Gallup said they were related to Blockworks’ strategic shift. “It’s sad to see a leading crypto research firm shift its focus away from research and toward other areas. I understand the decision to prioritize product development, but I think independent research is more important than ever, especially as AI makes original human thought and analysis increasingly valuable.”

Author: Protos Staff
Translated by: DeepChao TechFlow
DeepChao’s take: Nasdaq tech stocks plunged in a single day this week, while overseas markets even triggered circuit breakers. Yet regulatory filings disclosed by the U.S. Securities and Exchange Commission show that months before the sell-off began, executives at Silicon Valley’s hardware and cloud-computing giants had already launched a massive wave of insider selling. Drawing on 282 genuine SEC Form 4 filings, this article unpacks how billions of dollars in capital made a precisely timed exit near the market peak.
A Precisely Timed Mass Exit on the Eve of the Crash
Over the six months from May to October this year, insiders at nine leading publicly traded U.S. AI companies cashed out a combined $7.4 billion in personal holdings as their stock prices neared record highs.