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Michael Saylor stated that the adoption by banks could drive the next bull market for Bitcoin, and discussed macro factors, regulatory support, and the digital capital framework of Strategy.

Elon Musk stated that future Starship flight missions will deliver over 50 terabits per second of Starlink bandwidth into orbit.

According to Catcher Predict monitoring, in the prediction market Polymarket for the event "Nationwide Flight Ban Lifted," the sub-market "10 PM ET on November 13" saw the probability of the "Yes" option fluctuate dramatically, dropping from 51% an hour ago to the current 11% (a fluctuation of 40%). Please note the impact of relevant breaking news.

According to the announcement from the U.S. Commodity Futures Trading Commission (CFTC), the agency has sued Louisiana, seeking to prevent the state from banning event contracts offered by exchanges and other entities regulated by the CFTC.The CFTC stated that a Louisiana court had previously issued an order to halt the operations of more than 30 companies related to CFTC-regulated derivatives trading within the state, without notifying the defendants or providing an opportunity for them to present their case. The agency noted that Louisiana is the 12th state it has sued to defend its exclusive jurisdiction over the derivatives market.

The Federal Reserve stated that bank deposits in the United States increased by 56.5 billion dollars last week.

Chairman James Comer of the House Oversight Committee, a Republican, has called for new restrictions on government officials' participation in prediction markets, including the possibility of a complete ban. The committee released the conclusions of an investigation that began in May of this year on Friday, which examined the risks of government officials, military personnel, and those with security clearances using insider information to place bets in prediction markets. Comer stated that the committee reviewed 1,700 pages of documents and heard five bipartisan staff briefings provided by prediction market companies.Comer stated that Congress must consider further reforms to prevent public corruption and restore the American people's trust in the government. The committee believes that relevant reforms should legislate restrictions on the types of bets federal employees, lawmakers, and congressional staff can participate in within prediction markets, or directly implement a complete ban. The committee's memorandum noted that whether a complete ban on prediction market trading is imposed or only restrictions on certain contracts related to government, applying such restrictions to officials across all branches of government would reinforce the ethical expectation that government personnel should not use non-public information obtained through their positions for personal financial gain.This concern has intensified over the past year, stemming from an active-duty U.S. Army soldier using confidential information to bet on Polymarket before the arrest of former Venezuelan President Nicolás Maduro, after which government personnel, including a former White House teleprompter operator, were also found to have profited from insider information. The committee also suggested that Congress push for prediction market companies to share necessary information with federal agencies to enforce restrictions. Both Kalshi and Polymarket have stated that they have taken measures to strengthen controls, and in April of this year, the Senate passed a resolution banning lawmakers from trading in prediction markets.

Deutsche Bank has opened Bitcoin custody services to institutional clients. The bank currently directly custodies BTC, ETH, USDC, and the euro stablecoins EURC and EURAU, with keys stored in hardware security modules, allowing clients to access the service through their own Autobahn gateway.This service is aimed at EU clients and is provided from Frankfurt, initially supporting custody and transfers, with plans to add more features in the future. The service will be launched during the withdrawal period for ETF investors.

Bank of America Global Research has included a forecast of a 25 basis point interest rate hike by the Federal Reserve in January 2027, now expecting the Federal Reserve to raise rates by 25 basis points in December 2026, January 2027, and March 2027, respectively.

Bank of America strategists stated that global equity funds attracted a record $1.4 trillion in inflows this year, with U.S. equity funds attracting $656 billion, technology stocks attracting $222 billion, and South Korean stocks attracting $78 billion.Despite bearish investor sentiment, few are shorting. Strategists maintain a defensive stance until interest rate hikes end and the financial environment loosens.

According to CNN, sources close to Vice President Vance revealed that following last week's disastrous midterm elections, Vance is seriously considering not running for president in 2028. Although Vance has not made a final decision, interviews with about a dozen allies and advisors reveal that the vice president is grappling with his political ambitions, the fracturing of the MAGA coalition, and the responsibilities of fatherhood.They described Vance as being firmly committed to rebuilding the campaign that won in 2024, but uncertain whether he should be the one to lead it. "I wouldn't be surprised by any decision he makes," one of the sources said."He's only 42. He's young, and if the current political environment makes success impossible, he is fully capable of making a comeback. It's just that perhaps now is not his time." Vance was once regarded as the frontrunner for the 2028 presidential nomination, but he has not set a timeline for this decision, and the option of entering the White House remains clearly on the table. Some allies insist that his chances of running are greater than not running.

The Chief Economist of the European Central Bank, Philip Lane, stated in an interview with the Financial Times on Friday that current financing for artificial intelligence (AI) accounts for about a quarter of the growth in bank loans to businesses in the Eurozone. Despite rising interest rates and the negative impact of oil price shocks, the credit creation scale in the 21 member countries of the Eurozone continues to show unexpected resilience.Lane indicated that without the financing demand in the AI sector, the annual growth rate of corporate loans would only be 3%, rather than the current 4%, even though the overall share of the AI industry in the European economy remains relatively small. He noted that about a quarter of this year's credit growth comes from the AI sector, although these AI industries do not account for a quarter of the entire economy. He reiterated that he prefers to see companies obtain more equity financing rather than relying on debt financing, so that native AI companies can develop more rapidly.

Jussi Hiljanen, Chief Rate Strategist at Sweden's Nordea Bank, stated that the U.S. economic growth is better than expected, supporting the Federal Reserve's further tightening of policies.It is expected that the Federal Reserve will raise interest rates by 25 basis points in December and by the same amount in March. The yield on the 10-year U.S. Treasury bond is expected to hover around 5% in the coming weeks.

According to Politico, Tim Scott, the chairman of the U.S. Senate Banking Committee, has requested that former NVIDIA CEO Jensen Huang and U.S. Secretary of Commerce Gina Raimondo testify next month before the committee regarding Jensen Huang's extramarital affair.Scott sent letters to both Jensen Huang and Gina Raimondo on Thursday evening, requesting their attendance at the Senate Banking Committee hearing. This move indicates that two oversight hearings will be held next month.

According to Bloomingbit, the U.S. Treasury is promoting a plan to impose counterparty due diligence requirements on stablecoin issuers that are equivalent to those for banks.The core of the proposal is to require stablecoin issuers to bear the same counterparty due diligence obligations as U.S. banks, tightening the verification standards for stablecoin issuers. Specific details, including the implementation timeline and the scope of entities and activities covered, have not yet been disclosed.

The Japanese yen fell below the 160 mark against the US dollar for the first time since September, weakening for the third consecutive trading day. The US-Japan interest rate differential exceeded 250 basis points, increasing the pressure on the yen to depreciate.Jun Mimura, an official from Japan's Ministry of Finance, stated that the recent fluctuations in the yen's exchange rate have been "too rapid," and mentioned previous interventions in the foreign exchange market. Japan intervened in the foreign exchange market three times this summer, utilizing a total of 15.4 trillion yen (approximately 96.4 billion US dollars).

According to Bitcoin Magazine, as disclosed in the 13F filing submitted on November 5, Bank of New York Mellon (BNY Mellon) increased its holdings in Bitcoin treasury company Strive (ASST) by 28% in the third quarter, bringing the total to 237,100 shares, valued at $6.97 million based on the price as of September 30.Compared to the 185,556 shares disclosed on June 30, this increase of 51,544 shares had a market value of approximately $2.02 million at that time. The increase in market value was mainly due to the stock price: the implied ASST price in the two filings rose from $10.91 on June 30 to $29.41 on September 30, resulting in a more than doubling of the disclosed market value alongside a 28% increase in the number of shares held.The 13F is a snapshot at a point in time rather than a trading record. Bank of New York Mellon submitted a consolidated report covering group-level holdings, so Strive's position may include client, fund, and discretionary accounts, rather than a single proprietary bet, and the bank may have adjusted its holdings after September 30.As of September 30, the bank's assets under custody and administration amounted to $63.4 trillion, with managed assets totaling $2.2 trillion. In the same report, its Bitcoin-related positions also included 1,056,230 shares of Strategy (MSTR), valued at $161.7 million, and 162,072 shares of BlackRock iShares Bitcoin Trust (IBIT), valued at $7.67 million, the latter nearly doubling from 85,282 shares as of June 30.According to regulations, institutions with investment decision-making authority over securities exceeding $100 million must disclose their holdings within 45 days after the end of the quarter, with this quarter's window extending to November 16 due to November 14 falling on a Saturday.JPMorgan submitted its third-quarter 13F this Thursday, while Wells Fargo, Millennium Management, and Schonfeld Strategic Advisors had not yet appeared in the SEC's EDGAR system as of Thursday morning.Among the disclosed banks, Barclays reported holding 3,942,900 shares of IBIT, valued at $186.7 million, an increase of 48% from 2,658,147 shares three months ago, in a filing on November 6; Citigroup reported holding 521,144 shares of IBIT, valued at $24.7 million, in a filing on November 4, and added 1,636,387 shares of Fidelity Wise Origin Bitcoin Fund (FBTC), valued at $118.9 million. Strive itself increased its holdings by 29 Bitcoins in the week ending November 6, bringing its total holdings to 43,153 Bitcoins.

According to The Block, the stablecoin SoFiUSD issued by the licensed American bank SoFi has been launched on the Polygon Open Money Stack.SoFi users can buy, sell, hold, and exchange SoFiUSD on Polygon through the SoFi App without the need for a separate wallet or manual cross-chain transactions. SoFiUSD is issued by SoFi Bank, a national bank regulated by the Office of the Comptroller of the Currency (OCC), and can be redeemed for US dollars at a 1:1 ratio.

The Federal Reserve's interest rate hike combined with the central bank's increase of the foreign exchange deposit reserve ratio to 6% has led several banks to raise their USD fixed deposit rates again, with some products exceeding 4%.In October, the average benchmark performance of USD wealth management reached 4.1%. The interest rates of foreign banks have risen significantly, while the listed rates of state-owned banks remain around 2.8%, resulting in an inverted yield curve.