Durov: Over 700,000 new self-custody wallets created on Telegram in the past 48 hours.

Goldman Sachs’ Chief Expert for Technology, Media & Telecom, Peter Callahan, explicitly noted in his latest weekly report that the Nasdaq 100 index is retesting a key benchmark trend line connecting the April 2025 low and March 2026 low. Its closing price of around 26,630 last Thursday landed almost exactly on that line; driven by a rebound in semiconductor stocks, the index closed at 26,990 on Friday, just about 1% above the trend line, and still over 14% below its October 6 all-time high of 31,361. Callahan wrote that the significance of this level is hard to overstate. If the trend line breaks, his charts show the next clear support level is around 23,000 near the March 2026 low, representing another roughly 15% drop from current levels. Meanwhile, market extreme sentiment indicators have all turned red: last Thursday saw the largest single-day put option volume in Chicago Board Options Exchange (CBOE) history, and the realized volatility of Goldman Sachs’ flagship semiconductor stock basket surged to 93, its highest level since April this year. The Nasdaq 100 index fell about 5% last week, marking its fourth consecutive weekly decline. The Philadelphia Semiconductor Index (SOX) has dropped 28% cumulatively over the past 22 trading days; Callahan notes that only a handful of instances since 1997 have seen a comparable rate of decline, including the dot-com bubble burst, the 2008 global financial crisis, and the COVID-19 pandemic shock. Callahan’s description of current sentiment is unvarnished: "It’s hard to overstate how tough the market is" — while bottom-up data points such as memory pricing, computing power pricing, supply-demand visibility, and third-quarter earnings remain strong, the AI and semiconductor sectors have entered a "rolling bear market" since this summer, having fallen roughly 40% from their peaks, and macro uncertainty surrounding policy and congressional developments is "impossible to model".

，据 PR Newswire 报道，Bitmine Immersion Technologies（NYSE：BMNR）公布最新资产情况。截至美东时间 11 月 8 日下午 2 时，公司持有 6,070,092 枚 ETH（按每枚 2,234 美元计价）、216 枚 BTC，另有约 1.8 亿美元 Beast Industries 股权、7500 万美元 Eightco（NASDAQ：ORBS）股权，以及 4.75 亿美元现金与有价证券；加密资产、现金与有价证券及「登月」投资合计约 143 亿美元。公司称，过去一周增持 9,587 枚 ETH；ETH 持仓约占当前供应量 1.222 亿枚的 4.97%，距离其「持有 5% ETH 供应量」目标已完成约 99%。质押方面，已质押 ETH 达 5,227,037 枚，按上述计价约合 117 亿美元；董事长 Tom Lee 表示，按近 7 日年化质押收益率 2.65% 测算，现有质押规模下预计年化质押收入约 3.09 亿美元，若全部质押到位则约 3.59 亿美元。

According to Bloomberg, Qatari officials stated: "Reports detailing the U.S.-Iran cooperation plan are untrue. The U.S. and Iran are currently discussing the agreement’s details with mediators." Earlier, The Jerusalem Post reported that two diplomatic sources familiar with the negotiations disclosed that Al Thani brought a plan to reopen the Strait of Hormuz, which had been approved by Iran. Iran appears to have abandoned its demand to control the Strait of Hormuz and charge tolls for passing vessels. (Jinshi)

According to official announcements, Avalanche will serve as the core ledger technology provider for the clearing process of the NYSE-linked tokenized securities platform, delivering underlying ledger infrastructure to the platform’s clearing institution. Following the news, AVAX briefly rose as much as 6.4% and is currently trading at $8.52. In terms of network activity, over the past seven days, the number of transactions on Avalanche C-Chain reached around 2.3 million, with a daily average of approximately 329,000, marking a roughly 13% increase from the prior week. However, the rebound in transaction count has not translated to stronger DeFi trading demand: seven-day DEX volume over the same period stood at $471 million, down roughly 18% week-over-week, while on-chain fees totaled around $1.5 million, a 34% week-over-week drop. Funding metrics also show divergence. Avalanche’s current DeFi total value locked (TVL) is around $608 million, up roughly 14% week-over-week, driven primarily by growth in protocols such as Aave V4; however, on-chain stablecoin holdings stand at approximately $1.32 billion, still below previous levels. Compared to its historical peak metrics, Avalanche’s current state remains dismal. Its TVL hit around $11.5 billion in December 2021, and is now only about 5% of that peak; stablecoin holdings reached roughly $4.7 billion in March 2022, and currently equal 28% of that level. The seven-day DEX trading volume peaked at around $6.7 billion, and is now just 7% of that high. Transaction volume also lags far behind its peak period: Avalanche C-Chain’s seven-day transaction count hit approximately 41.8 million in December 2023, and is now around 2.3 million.

According to official announcements, Elysium — the first Layer 2 (L2) network in the Hyperliquid ecosystem — announced on social media that it has officially launched its mainnet.

According to Avalanche’s official blog, Avalanche will serve as the core ledger technology provider for the clearing process of the New York Stock Exchange (NYSE)-affiliated tokenized securities platform, supplying the underlying ledger infrastructure for the clearing institution powering the upcoming platform. The NYSE’s parent company, Intercontinental Exchange (ICE), operates across trading platforms, clearing, fixed income, and data services. Dennis Lee, head of digital issuance at the NYSE, noted that the ledger for recording and settling transactions needs to be fast, reliable, cost-predictable, and able to control participants—requirements Avalanche meets. The official emphasized that financial institutions do not need to rework their operations around a single blockchain; instead, infrastructure should be designed based on market demand. For market operators, dedicated infrastructure grants greater control over performance, capacity, cost, permissions, and system operation methods.