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According to Maelstrom's Chief Investment Officer Arthur Hayes, the supply of shares from SpaceX, Anthropic, and OpenAI, along with future unlocks, may depress stock prices, weaken investor confidence in the AI industry, and increase the cost of related debt financing.Hayes believes that if the AI credit market cools down, the growth of bank balance sheets may slow or contract, thereby reducing the dollar liquidity that supports the cryptocurrency market. He stated that unless there is a significant change in the liquidity of fiat currencies, Maelstrom will temporarily wait and observe the impact of the AI IPO wave and any potential future policy bailouts.

According to market data from RootData, the South Korean stock market experienced widespread declines. The KOSPI reported around 5420 points, down nearly 4.6%; the KOSDAQ reported around 686 points, down over 4%, both falling below the 5500 and 700 point thresholds.Leading the decline were semiconductor giants: Samsung Electronics fell over 8%, SK Hynix dropped over 10%, and Samsung Electro-Mechanics fell nearly 12%; non-AI related stocks such as automotive were relatively resilient, with Hyundai Motor rising about 1%. On the spot market of the Korea Exchange, foreign investors had a cumulative net sell of about 947.7 billion Korean won that day, with individuals and institutions stepping in.

On November 4, the French banking group Crédit Mutuel Arkéa announced details of a previously disclosed theft of funds revealed by ZachXBT. The bank stated that the attackers gained access through a platform of an unnamed third-party service provider, and then used the bank's own accounts to transfer funds to other financial institutions, with the related funds potentially being exchanged for cryptocurrency through specialized platforms.The bank denied that the attack entry point was located in its online bank Fortuneo and stated that customer assets were unaffected. Regarding the previously reported stolen amount of approximately 118 million euros (133 million dollars), the bank did not confirm the specific figure but acknowledged its magnitude, with some funds already frozen and the final loss still being assessed.

According to disclosures from OpenAI's official website, the company has established an autonomous security research pipeline covering vulnerability discovery, dynamic verification, exploitability assessment, and patch generation. In a run centered on an upcoming network model, the pipeline completed scanning and verification of targets related to the Linux kernel, generating 948 exploits that can achieve local privilege escalation (LPE) on commonly used Linux distributions, with an API cost of approximately $1.213 million, or about $1,279 per LPE exploit.It was reported that the pipeline identified and analyzed a total of 2,308 candidate discoveries, dynamically reproducing 1,724 vulnerabilities, and producing 291 information leakage proofs of concept (PoC); the target virtual machine ran a standard desktop system with complete protection. The Scout agent initially identified about 5,034 audit targets (approximately 2.8 million lines of code, accounting for about 7% of the kernel), and the Analyst agent produced candidate discoveries in about 12 hours. OpenAI stated that it has prioritized reporting critical vulnerability patches as recommended by the Linux community and continues to advance the remaining reports in collaboration with Patch the Planet partners.OpenAI also mentioned that in the adapted kernelCTF environment, an additional 25 information leakage PoCs and 21 LPEs were obtained; among 166 sampled exploits, the agent reportedly used at least 10 newer Linux exploitation techniques that it deemed more recent. The company emphasized that maintainers are quick to fix: over 100 LPEs have been patched or entered temporary patches within about 10 days of scanning, and approximately 300 others have entered public discussion.

The U.S. Treasury Department announced that the quarterly refinancing scale is set at 125 billion dollars, in line with expectations.The Treasury will auction 42 billion dollars in ten-year Treasury bonds and will offer 25 billion dollars in thirty-year Treasury bonds.

According to Gate market data, S&P 500 index futures turned positive, erasing a previous decline of up to 1.4%.

According to Gelonghui, citing the China Academy of Information and Communications Technology, on November 4, a joint release of the "Self-Regulatory Convention for the Development of Intelligent Agents" was made by 20 entities including the China Academy of Information and Communications Technology, Huawei, Alibaba, Tencent, and Xiaomi.The convention mentions the construction of interconnected infrastructure for intelligent agents, co-building interoperable infrastructure, developing technologies and standards for intelligent agent registration and resolution, capability description and discovery, intent understanding and transformation, network routing and connection, resource scheduling and measurement, protocol compatibility and mutual recognition, continuously reducing the cost of cross-domain discovery and connection for intelligent agents, and supporting the interconnected collaboration of intelligent agents.The convention also mentions accelerating the empowerment of intelligent agents across various industries, adhering to serving the real economy, developing low-threshold tools for intelligent agent development and deployment, collaborating on research and development of intelligent agents aimed at real operational scenarios that create actual value, promoting the embedding of intelligent agents into existing production systems and business processes, creating benchmark applications, continuously reducing the cost of implementing intelligent agents, and assisting industries in improving quality and efficiency.

According to Gate market data, the S&P 500 index futures narrowed their decline to 0.5%, while the Nasdaq index futures fell by 0.7%.

The technology media outlet "DuJia" has learned that ByteDance's AI office assistant product Doubao Work has launched business-related plugins such as Douyin Life Services and is being promoted to enterprise users on a small scale. Users can now access official plugins like Douyin Life Services Management, Massive Local Push, and TikTok for Business through the "Plugins" page of Doubao Work.After completing the necessary account authorization, merchants can delegate questions regarding recent sales performance, advertising expenditure, and other issues to Doubao Work for data retrieval and analysis, and receive review reports and adjustment suggestions. "DuJia" observed on the plugins page that through "Douyin Life Services Management," after merchants authorize login to Douyin Customer and Business Insights, they can query operational data and generate review reports that include analysis conclusions and action suggestions.

According to The Wall Street Journal, the International Energy Agency (IEA) stated that due to the impact of the Iran war, global liquefied natural gas (LNG) supply may face a record annual decline.

OKX founder and CEO Star released a meme titled "Kim Jong-un dressed as the Grim Reaper knocking on OKX's door," stating that seeing this cartoon made him feel both proud and under immense pressure. He claimed that he can responsibly say that OKX has always prioritized safety and the protection of customer assets as its lifeline. The past 13 years of safety records are backed by over a decade of continuous technological investment, engineering accumulation, security system construction, practical experience, and strict operational management.Star also mentioned that since the recent security incident at Binance, the entire OKX team has been very busy, with many colleagues in security, technology, and risk control working day and night. This is not because OKX has been attacked, but because any security incident faced by a large trading platform serves as a warning for the entire industry. During this time, the OKX team has been continuously working on four aspects: real-time tracking of stolen funds; comprehensively strengthening market risk control; in-depth analysis of attack patterns and potential vulnerabilities. Using the lessons from competitors as a mirror, they are re-evaluating their own security system. Star concluded by stating that in the face of security, the entire industry should stand together.

According to Gate market data, Oracle (ORCL.N) stock price decline has expanded to 6.5%, reaching a new low since July.

Data shows that spot gold performed the worst in October since 2008, with a decline of about 6.7%. This round of decline was driven by inflation concerns triggered by oil prices and liquidity shocks caused by the drop in technology stocks.On Monday, oil prices plummeted due to news from the US-Iran negotiations, and gold prices rebounded.

Open source AI practitioner Jun Song posted on X, stating that an anonymous black hat organization contacted him yesterday, proposing a reinforcement learning request and offering a very high amount of money to commission him for post-training on open source weight models, using exploit data. Jun Song also operates a hardware export business for data centers in South Korea and is promoting the project 0xSupergemma.Jun Song mentioned that the other party claimed the scale of the attack data they possess is unprecedented for him, and even if someone said this is a law enforcement undercover dataset, he would believe it. In contrast, a white hat project he participated in used GLM-5.3, with data volume less than 1% of that scale, and its performance has already significantly surpassed cutting-edge models. He has rejected the request and expressed his real concern that ultimately someone else might accept this deal.

Initia announced that Initia L1 and Rollups are now back online and operating normally, with cross-chain bridges and trading platforms expected to restore transfer functions later today.As a precaution, the withdrawal processing time for LayerZero OFT assets (WETH and AUSD0) will be set to 24 hours; withdrawals of Noble USDC will implement a limit per hour. The asset support for AUSD0, USDC.n, and WETH has been fully restored.

According to local reports cited by Livecoins, the application period for licenses for virtual asset service providers (VASP) set by the Central Bank of Brazil ended on October 30. It is expected that 150 to 200 companies would participate, but only about 40 actually submitted applications, including large institutions such as Binance and Itaú.Companies that have applied can continue to operate during the Central Bank's review period. Companies that did not apply must exit the market in an orderly manner within one month from the deadline. The response time for new applications from the Central Bank can take up to two years.

Darkfost pointed out that as the mid-term momentum of Bitcoin turns positive, the area close to an MVRV of 1 may become an important decision zone for short-term holders. Investors may choose to continue increasing their holdings or may capitulate and sell due to a price decline.

According to Axios, a U.S. official stated that if the Republicans suffer a crushing defeat in the midterm elections, Trump may be more inclined to order a large-scale military action.The official said, "If Trump feels embarrassed or deprived of power, he will take bold actions. Everyone has told the Iranians this. Now is the best time for them to reach an agreement," however, a White House official stated that the election results will not affect Trump's decision-making on Iran.