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Iraqi Foreign Minister Hussein stated that Iraq has reached an agreement with the United States to allow the export of oil through the Strait of Hormuz.Iraq has lost up to 60 billion dollars during the Iran war and the interruption of oil exports. In October, oil exports increased from 2.65 million barrels per day in September to approximately 3.5 million barrels per day.

According to Catcher Predict monitoring, in the market prediction event "LoL: Bilibili Gaming vs T1 World Championship Playoffs" on Polymarket, the "Over" option in the sub-market "Match Duration Exceeds 32:30" has experienced significant fluctuations in winning percentage, soaring from 50.5% an hour ago to the current 70% (a fluctuation of 19.5%). Please note the impact of relevant breaking news.

According to market news, the relevant address received at least approximately 6.01 million dollars in cross-chain transfers, and the losses from the Keplr incident have not yet been verified.

According to Coinglass data, if ETH breaks through $2,335, the cumulative short liquidation intensity on mainstream CEX will reach $364 million. Conversely, if ETH falls below $2,131, the cumulative long liquidation intensity on mainstream CEX will reach $364 million.

According to Coinglass data, if BTC breaks through $79,250, the cumulative short liquidation intensity on major CEXs will reach $598 million. Conversely, if BTC falls below $72,535, the cumulative long liquidation intensity on major CEXs will reach $598 million.

This week, the AI sector faced a sell-off. Retail investors at Serenity compiled statements from executives of several tech giants and infrastructure suppliers, pointing out a significant disconnect between market sentiment and actual fundamentals. The CEO of Lumentum stated that there is a huge misalignment between demand orders and market performance; the CEO of AMD emphasized that the industry is in the very early stages of an adoption cycle, with demand far exceeding supply.The CEO of Arm warned that if the U.S. hesitates on data center construction, other countries are ready to take over at any time, and China has not slowed down. The CEO of Qualcomm pointed out that the current bottleneck is not demand, but rather limited supply, with shortages in wafers, substrates, assembly, and more. These statements indicate an extremely optimistic outlook for accelerator, networking, and semiconductor companies.Regarding political risks and construction obstacles, Serenity noted that politicians who previously threatened to restrict data centers showed a cooperative attitude after winning the election. Executives at Meta revealed that local politicians are actively seeking dialogue to preserve investment and jobs, but building new data centers is becoming more challenging. Data center developers reported strong pricing and demand, while also paying attention to financing costs and execution risks. Serenity concluded that there is a distinction between demand disappearing and demand delays caused by insufficient construction speed, and currently, there is no evidence that AI demand has been significantly damaged.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Rolex Paris Masters: Ben Shelton vs. Carlos Alcaraz," the option "Ben Shelton" in the sub-market "Rolex Paris Masters: Ben Shelton vs. Carlos Alcaraz Second Set Winner" has experienced significant fluctuations in winning probability, soaring from 34.5% an hour ago to the current 52.5% (a fluctuation of 18%). Please note the impact of relevant breaking news.

The Bitcoin wallet Electrum announced the release of version 4.8.4 on platform X, stating that this is another security update. According to the GitHub changelog, the release date of this version is November 6, and it fixes vulnerabilities related to Lightning Network onion messages: malformed onion messages from arbitrary sources may cause Electrum to disconnect from its channel peer nodes.Electrum will currently discard all incoming onion messages until practical use cases are implemented. In addition, the new version also fixes issues such as the failure to recover some mnemonic phrases from versions prior to 2. The previous version of Electrum, 4.8.3, was released in late October and fixed a high-risk vulnerability that had been exploited in the wild.

According to Catcher Predict monitoring, in the Polymarket event "Texans vs. Chargers," the "Texans" option in the sub-market "4Q Spread -6.5" has experienced dramatic fluctuations in winning probability, dropping from 52% an hour ago to the current 34% (a fluctuation of 18%). Please note the impact of relevant breaking news.

According to Caixin, Chen Zhongyue, Chairman of China Mobile, stated on November 6 at the 2026 Mobile Network Conference that the largest incremental investment for China Mobile in 2026 will be in computing power. This year, three gigawatt-level computing parks will be newly constructed, expected to deliver 1.5 gigawatts of capacity, and next year, two more will be built, bringing the total to seven gigawatt-level data parks.Chen Zhongyue mentioned that China Mobile has established multiple ten-thousand-card intelligent computing clusters, and in the next two years, computing capacity will double continuously; by 2027, the total procurement amount is planned to be increased to over 500 billion yuan, with more than 100 billion yuan invested in computing power. In addition, China Mobile has currently set up six data centers overseas.

According to the official announcement from Binance, Co-CEO Richard Teng and He Yi will have a fireside chat with Chief Security Officer Jimmy Su at 20:00 Beijing time on November 9 in X Spaces, hosted by Jessica Walker.

The U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC) has included 8 Canadian currency service providers, accused of aiding the Iranian regime, in the SDN sanctions list during "Operation Economic Outcast." This includes Nia Nations Currency (NNCE), Diverse Trade Inc (also known as Million Exchange/MillionEx), Amin Exchange, Farah Exchange, Darvish Exchange, among others, and lists multiple related TRON addresses.On Telegram, on-chain detective ZachXBT stated that he had suggested the U.S. Treasury sanction Canadian Iranian over-the-counter traders abused by criminals on the X platform in June this year, pointing out that Nia Nations and Million Exchange had been used for laundering cryptocurrency assets in recent violent home invasion robbery and extortion cases. ZachXBT also mentioned that due to insufficient legal effectiveness, Canada is one of the three worst-regulated jurisdictions globally.

The Iranian Islamic Revolutionary Guard Corps Navy stated that on November 8 local time, another oil tanker attempted to cross an unauthorized route through the Strait of Hormuz, resulting in an explosion and a severe fire. Since early that morning, three oil tankers have exploded and caught fire.

According to HODL15Capital monitoring, the holder known as "Mr. 1,000" increased his Bitcoin holdings in six transactions from November 5 to 6, adding 1,000 coins each time, raising the balance from 1,000 coins to 6,000 coins.The last transaction was recorded on November 6 at 03:38, with a balance valued at 456 million dollars, priced at 75,980.15 dollars per coin.

Vitalik Buterin posted on the X platform expressing disagreement with the recent strong negative reactions against the anti-data center movement, believing that the overall benefits of slowing down the massive expansion of computing power outweigh the drawbacks.Vitalik pointed out that with continuous advancements in algorithms, the AI capabilities that will require larger-scale data centers in the next two years may be achievable through existing data centers in about four years or even a shorter time. Therefore, even if the anti-data center movement achieves significant results, it may not necessarily lead to catastrophic consequences.He further stated that the world needs more time to address the already evident cybersecurity threats and potential future risks such as biosecurity. At the same time, scientific research is constrained by many factors beyond AI, so a one-year slowdown in AI development may result in a practical delay in scientific progress that is much less than a year. He emphasized that this judgment does not rely on the controversial AI doomsday risk theory.

Ethereum co-founder Vitalik Buterin expressed his disagreement with the strong emotional reaction against the anti-data center movement this week. The core logic is based on algorithmic advancements; now larger and more data centers are needed to complete tasks that could be done in two years with existing data centers in four years (or even sooner). Therefore, even if the anti-data center movement achieves extreme success, it will not trigger any apocalyptic catastrophic consequences.Vitalik pointed out that slowing down the expansion of computing power can buy humanity more time to strengthen responses to the already emerging cybersecurity issues and potential biological risks in the future. At the same time, scientific applications are constrained by many factors beyond AI, so if AI development slows down for a year, the degree of scientific progress slowdown will be much less than a year. Overall, the slowdown in the massive expansion of computing power seems to have a net positive effect, and this judgment does not rely on controversial arguments such as "apocalyptic theories" or recursive self-improvement (RSI).

SpaceX stated that, pending regulatory approval, it plans to launch Starship as early as November 13. The launch window will last for 75 minutes and will open at 4:45 PM Central Time.This flight plan will attempt for the first time to have both the Starship and the Super Heavy booster return to the launch site and be recovered through capture devices.

According to the official account of the Linyi City Media Center, the Linyi authorities have issued a risk warning, exposing two major illegal financial scams: "Global Securities Exchange" and "Savings Project" APP.Among them, the "Global Securities Exchange" project promotes high returns, enticing the public to invest in and purchase virtual currencies. Participants are advised to withdraw as soon as possible to prevent losses. The notice issued by the People's Bank of China and other departments regarding further prevention and handling of risks related to virtual currencies clearly states that virtual currencies do not have the same legal status as legal tender.

Lookonchain monitoring states that in the past 20 hours, approximately 1670 ETH from Tornado Cash was transferred to Hyperliquid and sold, with about 2959 ZEC purchased.

Cryptocurrency analyst Darkfost posted on the X platform, stating that while the cryptocurrency market is weakening, the trading volume of tokenized gold products has rebounded against the trend. The total trading volume of gold-backed products on the Binance platform has exceeded 8 billion dollars since its launch; excluding the peak trading volume during the initial launch period, the trading volume in the past 7 days has reached a new high of over 325 million dollars, with a single-day trading volume of 78 million dollars.According to CoinGecko data, the total market capitalization of tokenized assets is currently about 50 billion dollars, with commodity assets nearing 6 billion dollars in market value, and gold holding a significant share. However, Darkfost reminds that the price of gold has retraced over 30% since the beginning of the year and is currently stabilizing around 4,000 dollars per ounce.