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According to Mira's official tweet, Mira launched the AI inference validation routing product Sterling on November 5, aimed at addressing the issue where the models users pay for in the current API market do not match the actual execution models (such as providers secretly downgrading models or sabotaging tool calls).Sterling conducts round-the-clock testing and public scoring of various API providers, evaluating dimensions including model identity, tool calls, parameter compliance, silent failures, and statement context. Users only need to change the Base URL to route requests to validated providers. A disclosed study conducted by Mira over a period of 4 months, covering 189 endpoints, found that 29 endpoints had 37 undisclosed changes.Sterling is currently in the Beta phase. The product supports pay-as-you-go, with settlement supporting USDC (via the x402 protocol) or $MIRA tokens. At launch, the inference prices for Claude, GPT, and Gemini can be up to 50% lower than the official listed prices.

The U.S. Department of the Treasury has imposed financial sanctions on eight Canadian currency service companies, stating that these companies have business dealings with sanctioned Iranian entities. The Treasury Department's statement indicated that the aforementioned companies facilitate the exchange of Iranian rials and other currencies and digital assets, enabling them to conduct international transactions. The related sanctions will isolate these companies from the U.S. dollar financial system.The U.S. Treasury stated that these businesses handle transactions for sanctioned Iranian digital asset exchanges and digital asset addresses associated with the Iranian Islamic Revolutionary Guard Corps. Treasury Secretary Scott Bessent stated that Canada cannot become a haven for illegal financial practitioners providing sanction evasion services to the Iranian regime and its proxies, and the Treasury will pursue and cut off financial channels for the Iranian regime globally. This action was coordinated with Canada's financial intelligence agency FINTRAC, as some sanctioned entities have attempted to evade scrutiny by changing their names and addresses.On the same day, the U.S. "Rewards for Justice" program offered a reward of up to $20 million and possible relocation arrangements for information regarding Iran's nuclear program, including its facilities, equipment, and personnel. The statement noted that Iran has not complied with the International Atomic Energy Agency's safeguards oversight, resulting in the agency losing "knowledge continuity" regarding Iran's production of enriched uranium and centrifuge components.

CryptoQuant analyst Darkfost pointed out that the market capitalization of altcoins has shrunk by about 200 billion dollars, with about 70% of altcoins on Binance falling below the 200-day moving average. From mid-August to the end of September, the market capitalization of altcoins, excluding Bitcoin and stablecoins, had increased by 320 billion dollars, but the subsequent pullback erased most of the gains.Darkfost stated that in mid-August, 82% of altcoins on Binance were below the 200-day moving average, and by early October, this proportion had dropped to 10%, with nearly 90% above that average. Following this, the macro and political environment deteriorated, with central banks in the US, Europe, and the UK raising interest rates, and the results of the midterm elections increasing uncertainty. The stock market, especially technology stocks, saw a significant decline, with the Nasdaq falling 14% from recent highs.As a result, the market capitalization of altcoins has shrunk by about 200 billion dollars, erasing nearly two-thirds of the gains from August to September. Currently, about 70% of altcoins on Binance have fallen below the 200-day moving average, and this proportion is approaching 80% again. Darkfost indicated that historically, such extreme situations sometimes signal a trend reversal.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Prudential Hong Kong Tennis Open: Maria Sakkari vs Alexandra Eala," the option "Maria Sakkari" in the sub-market "Prudential Hong Kong Tennis Open: Maria Sakkari vs Alexandra Eala" has experienced a significant fluctuation in winning probability, soaring from 24.5% an hour ago to the current 46.5% (a fluctuation of 22%). Please note the impact of related breaking news.

On November 6, the crypto research firm Blockworks had several members of its research team announce their departure on Twitter, 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.The tweets did not mention the specific reasons for their departure, but Jake Koch-Gallup indicated that it was related to Blockworks' strategic adjustments. "It's sad to see a leading crypto research company shift its focus from research to other directions. I understand the decision to prioritize product development, but I believe independent research is more important than ever, especially as AI makes original human thought and analysis increasingly valuable."On November 3, Blockworks announced the launch of its MCP product, allowing any user to connect Blockworks to Claude, ChatGPT, Cursor, or any MCP client to start building agents. In June, Blockworks announced the acquisition of the crypto research platform Messari.

According to the market information platform Liquid247.xyz, Binance's perpetual ETH has about 5,085.41 sell orders at the price of $2,245.00, with a nominal value of approximately $11,416,800, which is about 0.02% above the mid-price of approximately $2,244.53 at that time.In the same market, the buy depth is approximately $67,068,400, the sell depth is approximately $81,839,100, with a net sell excess of about $14,770,600, accounting for 9.92% of the total depth.

According to OnchainLens monitoring, a giant whale recently withdrew about 3,300 ETH from Binance, with a total withdrawal of approximately 13,080 ETH over 6 days, worth about 29.97 million USD.

OnchainLens monitoring shows that the Wintermute address has accumulated profits of approximately 222 million dollars in spot and perpetual contracts on Hyperliquid, with short positions in the open interest amounting to 115.76 million dollars.

As the Democratic Party in the United States regains a majority in Congress, the new committee leaders are preparing to request Nvidia CEO Jensen Huang to explain whether the company has taken sufficient measures to prevent AI chips from flowing into China and other U.S. adversaries. The Democrats will utilize their authority in key committees to summon executives from Nvidia and other Silicon Valley companies to attend public hearings and request documentation to assist in industry investigations. After the new Congress is inaugurated on January 3, the Democrats will officially control both the House and the Senate.Currently, three Republican members of the House overseeing national security-related committees have requested Jensen Huang to provide a briefing on his interactions related to Megaspeed International in Singapore. Meanwhile, lawmakers are negotiating three bipartisan measures involving restrictions on semiconductor manufacturing equipment sales to China, codifying existing AI chip sales restrictions, and requiring verification of the location of AI processors. Among these, the "AI Oversight Act" aims to maintain current export controls for 18 months; the "Chip Security Act" requires the U.S. Department of Commerce's Bureau of Industry and Security to ensure that AI data center chips exported overseas have security mechanisms to verify whether they are being diverted to China and other concerning destinations.

After the U.S. midterm elections, concerns about tightening AI regulations and slowing data center construction have intensified, leading to a significant sell-off in U.S. tech stocks. On November 5, the "Seven Sisters" of U.S. stocks lost approximately $1.04 trillion in market value in a single day, with Nvidia dropping 9.26%, resulting in a loss of over $440 billion in market value, which is 2 to 4 times the decline of core clients like Microsoft, Google, and Amazon.The financial pressure on AI infrastructure investment is increasing. In the third quarter of this year, the combined operating cash flow of Microsoft, Google, Amazon, and Meta was no longer sufficient to cover fixed asset expenditures, with a funding gap of about $26.4 billion, whereas a year ago, the four companies still had a cash flow surplus of about $61.7 billion. Amazon's free cash flow turned from $14.8 billion in the past 12 months to a net outflow of $42.4 billion, while Meta's free cash flow turned negative for the first time in over a decade, and Google's long-term debt increased from about $20 billion to $125 billion.On Election Day, out of 41 local propositions related to data centers in 10 U.S. states, 40 of the voting results leaned towards restricting development, with 27 restrictive or oppositional propositions being passed. Research firm SemiAnalysis predicts that the impact of related policy changes on projects already underway by 2027 will be limited, but it may affect computing power expansion plans for 2028 and beyond. More than 90% of Nvidia's revenue comes from data center business; during the same period, Google Cloud's operating profit in the third quarter reached three times that of the same period last year, AWS's operating profit increased from $11.4 billion to $17.8 billion, and Microsoft Azure's revenue grew by 48%.

The prediction market platform Kalshi officially disclosed that the total trading volume related to the 2026 U.S. midterm elections exceeded $2.5 billion, nearly double the $1.3 billion for the entire 2024 election cycle. On the day before and after the election, Kalshi's total nominal trading volume reached $4.15 billion (including non-election contracts). Paradigm co-founder Matt Huang revealed that on November 3, the trading volume for Kalshi's election contracts was $729 million, higher than the $244 million on the day of the 2024 U.S. presidential election. The single market for "Who Will Control the U.S. House of Representatives" had a cumulative trading volume exceeding $400 million.Before the election, institutions such as The Washington Post reported that the combined trading volume of Kalshi and Polymarket was close to $1.9 billion, with Kalshi accounting for about $1.3 billion and Polymarket about $600 million. Polymarket's onshore and offshore combined trading volume was approximately $600 million to $700 million. Kalshi stated that among the 487 races where results were announced before 6:26 AM EST on November 4, the most popular candidates won 479 races, with an accuracy rate of about 98%. Their research team noted that the overall race accuracy rate increased from 93.8% three months ago to 98.2% by the end of voting.Polymarket disclosed that the most popular candidates the day before the election won 419 out of 426 settled races, with an accuracy rate of 98.4%, and there were 78 races pending settlement; the accuracy rates for settled Senate, gubernatorial, and House races were approximately 97%, 97.1%, and 98.6%, respectively. Both platforms set the probability of the Democratic Party winning the House at about 94% and the Senate at about 75% before the votes were counted, and the final outcomes for both chambers were consistent with the results. Third parties pointed out that the market implied about 192 Republican House seats at the time of counting, which NBC later estimated to be 176 seats. Kalshi stated that the key Senate race pushed the winning side to over 99% on average about 115 minutes earlier than CNN's official announcement.

According to the official announcement from OneBullEx, the Spartans strategy ecosystem has launched the "Real Gold Seed Program," which provides real capital support for individual traders and professional strategy teams worldwide. Under this program, the platform will provide initial funding, and eligible strategy providers do not need to invest their own funds to start live trading on Spartans, offering eligible strategy owners the opportunity to expand their management scale.OneBullEx stated that the "Real Gold Seed Program" is part of OneBullEx's efforts to advance the Spartans strategy ecosystem, aiming to connect professional strategy providers with platform resources, exploring collaborative paths from strategy discovery, live evaluation to capital support, and further expanding the network of traders and strategy collaborations within Spartans.

According to the official announcement from OneBullEx, the Spartans strategy ecosystem has officially launched the "Leverage Plan," with a Q4 investment pool size of 2 million USDT to support high-quality strategies that have been evaluated through real trading assessments.Under the plan framework, the maximum co-investment amount can reach up to 20 times the strategy provider's own capital, with a single strategy Bot's co-investment cap set at 1 million USDT, and the actual scale will depend on the review results and related conditions. This plan establishes a tiered cooperation mechanism centered around strategy performance, capital support, and continuous evaluation, aiming to connect strategy development with actual trading scenarios. OneBullEx stated that the plan aims to provide larger capital scales for strategy providers that have proven their capabilities in Spartans, promoting the construction and continuous growth of the Spartans strategy ecosystem.

The union representing about 250 security personnel at the busiest ports in the United States has agreed to extend negotiations for a new labor contract for another two weeks, until November 20. The Pacific Maritime Association stated that both parties will continue negotiations with the International Longshore and Warehouse Union Local 26 to avoid disruptions in port operations, which would affect approximately 85% of cargo volume at the Port of Long Beach and about one-third of cargo volume at the Port of Los Angeles.

According to a report by The Information, Microsoft has reduced its capital expenditures for the third quarter by about $5 billion due to delays in the third-party data center it plans to lease. Sources say that the data center project by Iren located in Childress, Texas, has encountered delays, leading Microsoft to postpone some expenditures. Microsoft had previously announced plans to invest $9.7 billion over five years to lease servers equipped with NVIDIA GPUs from Iren.Power supply and grid access have also become bottlenecks for computing power delivery. Last month, Microsoft withdrew from a plan to lease a data center project in the UK from Nscale due to delays in grid access. As self-built data centers struggle to meet demand in a timely manner, Microsoft is simultaneously leasing computing power from multiple cloud service providers.Meanwhile, AI server supplier Supermicro continues to raise its performance expectations. The company's revenue for the first fiscal quarter reached $19.95 billion, exceeding analysts' expectations of $16.39 billion, and it expects revenue for the second fiscal quarter to be between $19.5 billion and $21.5 billion. The revenue forecast for fiscal year 2027 has also been raised from $65 billion to $72 billion to $72 billion to $82 billion. Bernstein pointed out that assessing AI computing power demand cannot simply rely on contract amounts or megawatt scale; it also needs to consider contract cancelability, duration, and actual deployment time; some projects may be delivered in phases, and chip procurement agreements may correspond to the same batch of computing power as data center leasing contracts.

TikTok's parent company ByteDance is considering expanding its data center project located at the Pecém Industrial Port in Ceará, northeastern Brazil, and is looking for developers to be responsible for the second phase of the project. According to informed sources, the scale of the second phase may exceed the current project being constructed in Ceará; the latter has an investment scale of $10 billion and a capacity of 300 megawatts.ByteDance is also in preliminary talks with developers about constructing a data center of similar scale outside Pecém Port, which will serve local customers in Brazil, while the data center inside Pecém Port must export data to enjoy tax incentives. ByteDance previously announced plans to invest 200 billion reais (approximately $36 billion) in phases to build a data center complex in Pecém, with the first phase scheduled to start construction in early 2026.

The United States, Russia, and Ukraine plan to restart working-level negotiations in Abu Dhabi, UAE, from November 10 to 11. This will be the first face-to-face talks among the three parties in nine months. U.S. President Trump stated that the parties are very close to resolving the Russia-Ukraine conflict and are expected to reach a significant agreement covering Ukraine and even all of Europe.Ukraine is taking a cautious attitude towards the outcomes of the negotiations. The head of the Ukrainian President's Office, Budanov, stated that they do not expect breakthroughs from this meeting but believe that restarting face-to-face negotiations is already a progress. Ukrainian Foreign Minister Kuleba emphasized that security guarantees, de-escalation of the Black Sea situation, energy ceasefire, repatriation of Ukrainian children, and prisoner exchanges will be the priorities for Ukraine, reiterating that no decisions regarding Ukraine can be made without Ukraine's participation.Currently, there are still significant differences between Russia and Ukraine on core issues such as territory and security guarantees, and fighting on the battlefield has not ceased. Meanwhile, Europe continues to advance military and economic assistance to Ukraine.

According to the market information platform Liquid247.xyz, the Hyperliquid address 0xecb63c...2b00 currently holds a short position of 11,976.85 ETH, with a nominal value of 26.9276 million USD.At the time of publication, ETH is quoted at 2,248.30 USD.

On November 4th to 5th, the Enforcement Directorate (ED) Bangalore division conducted searches at three locations related to CoinDCX and Delta Exchange under the Foreign Exchange Management Act (FEMA 1999). The ED accused the two platforms of engaging in large-scale unauthorized cross-border financial transactions involving cryptocurrency derivatives and RWA token trading, with the scale of related cross-border transactions reaching hundreds of billions of rupees.