Ahead of Palantir (PLTR) earnings, new long positions worth millions of dollars emerged, with contract open interest (OI) up 15% in the afternoon.

Beating AI Express News: Anthropic has recently updated its Claude usage policy, with the new rules taking effect on November 12, 2026. The "Platform Abuse" section introduces new restrictions, explicitly banning unauthorized resale, agency, or other provision of Claude access to third parties. The new rules specifically target two types of practices: first, packaging consumer subscription quotas for Claude Pro, Max, and other plans into third-party API services for external fees; second, disguising actual products or clients—such as making requests from third-party tools impersonate official clients—to bypass access restrictions. Merchants that rely on consumer subscription quotas to operate API relay services will face more explicit policy limitations.

According to data from the BIT Stock Platform, most stocks in the pre-market trading of U.S. equities posted gains across the semiconductor & storage, crypto concept, and optical communications sectors. Semiconductor & storage: Seagate Technology (STX) rose 2.86%; Western Digital (WDC) gained 2.49%; SanDisk (SNDK) climbed 2.86%; Micron Technology (MU) advanced 2.54%; NVIDIA (NVDA) increased 1.36%; Intel (INTC) rose 1.09%; Advanced Micro Devices (AMD) gained 2.18%. Crypto concept stocks: Strategy (MSTR) rose 3.12%; Coinbase (COIN) dipped 0.31%; Circle (CRCL) climbed 1.95%; Bitmine (BMNR) advanced 2.95%; SharpLink (SBET) gained 3.12%. Optical communications: FOTO (FOTO) rose 2.20%; Marvell Technology (MRVL) advanced 2.94%; Applied Optoelectronics (AAOI) climbed 2.75%; Lumentum (LITE) gained 2.89%; Coherent (COHR) rose 2.62%; Ciena (CIEN) advanced 3.19%; Fabrinet (FN) climbed 2.72%; AXT (AXTI) gained 4.05%.

Analyst Axel Adler Jr. noted that as of November 1, the 30-day average of Bitcoin active addresses stood at around 629,000, a 43% drop from the local peak of roughly 1.1 million recorded in December 2024. The metric fell another 1% over the past week, and is now approximately 10% lower than the full-year average of around 702,000. In 2018, this indicator saw a decline from roughly 1.1 million to about 547,000, a 50% drop, but that pullback took roughly three months. The current cycle, which has seen a similar magnitude of decline from its peak over the past two years, is contracting at a slower pace. Meanwhile, since December 10, 2024, the 30-day average of daily BTC transfer volume has decreased from around 865,000 BTC to approximately 819,000 BTC, a drop of just 5.4%, and remains about 5.5% higher than the full-year average of roughly 776,000 BTC. The analysis points out that while active addresses have clearly declined, on-chain BTC transfer volume remains in line with levels seen in recent years. Both metrics have slipped over the past week, with no signs of a sustained recovery yet.

According to a report by The Paper, Chinese Foreign Ministry spokesperson Mao Ning hosted today’s regular press conference, during which a Yonhap News Agency reporter raised a question: On October 31, the U.S. Federal Bureau of Investigation (FBI) stated that North Korea is behind the cyber attack on Binance, the world’s largest cryptocurrency exchange, which resulted in the theft of approximately $6.3 billion in assets. U.S. President Trump said that if this is indeed the case, he will discuss the issue with North Korea. How does China view this incident and President Trump’s relevant remarks? Mao Ning responded: “We are not aware of the situation.”

Insight Beating AI Flash News: xAI’s AI agent product Grok Bot has recently faced a surge of user complaints. Some paid subscribers have found their weekly usage quota depleting at an abnormally fast rate. One user saw their usage jump from 44% to 87% in just 24 minutes; another used only half their quota before bed, only to wake up to find it fully exhausted with no tasks running in between. Many users suspect the platform has suddenly reduced quotas mid-cycle, with cuts possibly approaching 50%. Grok Bot, which can autonomously execute tasks for users via cloud computers, browsers and external tools, is included in certain paid subscriptions, with its usage quota normally reset weekly. In response to user demands for quota resets, Elon Musk stated: "The cost of providing Grok Bot services has become unsustainably high relative to revenue."

While everyone was focused on the Binance hacker, the Pando Rings hacker bought 7,548 $ETH ($16.72M). And 7 hours ago, the hacker deposited 4,000 $ETH ($9.17M) into #TornadoCash to launder the funds.