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On November 2, the Japanese financial group SBI Holdings announced its financial report for the first half of the fiscal year ending March 2027 (from April to September 2026). During this period, the revenue from the cryptocurrency business was 23.083 billion yen, a year-on-year decrease of 30.1%. The business recorded a pre-tax loss of 1.595 billion yen, compared to a loss of 147 million yen in the same period last year, with losses further widening.The group's consolidated revenue increased by 17.2% year-on-year, reaching 10.575 trillion yen, setting a historical high for the first half of the year. Revenue from the cryptocurrency business accounted for about 2% of the group's total revenue. During this period, SBI continued to expand its trading infrastructure layout.

According to the latest rankings from QuestMobile, in September 2026, Alibaba's AI application Qianwen App reached 158 million monthly active users, a year-on-year increase of 5077%, ranking first in growth among apps with over 100 million monthly active users. In the domestic AI native app rankings, Qianwen ranks second, surpassing DeepSeek's 123 million, but still below the first place, Doubao, which has 419 million.This growth is related to Alibaba's large-scale promotion. In November last year, the Tongyi App was renamed to Qianwen. This Spring Festival, Alibaba announced an investment of 3 billion yuan to launch a free order campaign, allowing users to order milk tea and takeout through AI. The campaign link was widely shared in WeChat groups, and the system experienced delays due to increased traffic. QuestMobile data shows that on the first day of the campaign, Qianwen's daily active users rose from about 7.06 million to 58.48 million.The year-on-year growth of 5077% was also influenced by last year's low base. Based on year-on-year data, Qianwen's monthly active users were about 3.05 million in September last year. By March this year, Qianwen's monthly active users had reached 166 million, rising to 167 million in June, and then falling back to 158 million in September, a decrease of about 9 million compared to June, with a decline rate of approximately 5.4%.

CryptoQuant analyst CW8900 stated that the total market capitalization of stablecoins decreased from 270.3 billion dollars on October 1 to 263.4 billion dollars.

The public chain NEAR Protocol stated on X that its decentralized on-chain governance body, House of Stake, has voted to approve a proposal to reduce the annual maximum issuance rate of NEAR from 2.5% to 1.6%, to be implemented in phases over 24 months. Token holders adjusted this core parameter through public voting, and the new rate will take effect gradually per epoch according to the announced schedule.The proposal, numbered HSP-029, was put forward by Sal Ternullo from SVRN, and its forum status is approved. The proposal retains the original allocation ratio, with 90% going to staking participants and 10% entering the treasury, only adjusting the issuance cap parameter. Officials stated that the long-term issuance will decrease, and the supply schedule is available for verification.The subsequent process is as follows: the House of Stake Security Committee reviews the voting results before approval; after approval, there will be a grace period of about 90 days; the changes will only become binding after validators adopt them through protocol upgrades. Thereafter, the issuance rate will be gradually reduced each epoch, reaching 1.6% in the 24th month, and quarterly reports will track the actual issuance against the schedule.

According to DefiLlama data, Binance's 24-hour net outflow has decreased from an intraday high of about 7 billion dollars to about 3.5 billion dollars, a drop of over 50%. Meanwhile, the deposit-to-withdrawal ratio on the platform has rebounded from about 20% at the beginning of the event to about 78%.Currently, Binance's total assets are approximately 127.8 billion dollars, and various network withdrawal services are gradually resuming.

According to the data panel on the ChainCatcher official website, regarding BTC wallet balances, in the past 7 days, among the top 10 exchanges by balance, Binance had the largest decrease at 7.69%; Bybit had the largest increase at 8.5%.In terms of exchange asset transparency proof, in the past 7 days, the top three net outflows of reserve assets were Binance (-$6.53 billion), Deribit (-$257 million), and Bitfinex (-$66.36 million); the top three net inflows were OKX (+$527 million), Bitget (+$511 million), and Bybit (+$195 million).It is reported that last week Binance encountered a security incident, with approximately $6.3 billion in assets stolen, and about $3 billion has been frozen.

According to on-chain analyst Axel Adler Jr., as of November 1, the 30-day average of active Bitcoin addresses was 629,000, a decrease of 43% from the peak of 1.1 million in December 2024, currently about 10% below the annual average of 702,000.The same indicator in 2018 had dropped by 50% within three months, while the current decline has lasted nearly two years, at a relatively slow pace.

According to Coinglass monitoring, the balance of Bitcoin wallets on Binance has decreased for four consecutive days, reaching approximately 652,300 BTC today.On October 30, when Binance was hacked, its Bitcoin wallet balance was about 675,500 BTC, a reduction of approximately 23,200 BTC. Additionally, possibly influenced by Binance's opening of withdrawals, data shows that the balance of Bitcoin wallets on Binance decreased by about 15,894.17 BTC in the past 24 hours.

According to official data, in the 7 days ending October 29, Circle issued approximately 10.9 billion USDC, redeemed about 11.7 billion USDC, and the circulation decreased by approximately 800 million.The total circulation of USDC is 70 billion, with reserves of about 71.4 billion USD, including overnight reverse repurchase agreements of approximately 32.9 billion USD; government bonds with maturities of less than 3 months of about 27.5 billion USD; deposits from systemically important institutions of about 10.4 billion USD; and other bank deposits of about 600 million USD.

According to Coinglass data, the total contract open interest for ETH has decreased by 5.8% in the past 24 hours, with the current total open interest at 28.434 billion USD. Among them, Binance's open interest is 8.381 billion USD, OKX's open interest is 1.748 billion USD, Bybit's open interest is 2.092 billion USD, and Gate's open interest is 1.558 billion USD.

According to the RootData Launchpad rankings, Pons launched 2015 memes in the last 24 hours, an increase of 35.69% compared to the previous day's 1485, with 20 graduating, a 100.00% increase from the previous day's 10.During the same period, Four.Meme launched 1879, a decrease of 28.15% from the previous day, with 1 graduating, a 50.00% decrease from the previous day's 2; Flap launched 7936, a decrease of 2.39%, with 33 graduating, a decrease of 8.33%.

CryptoQuant analyst Axel Adler Jr.'s latest report indicates that the rolling distribution volume of Bitcoin long-term holders (LTH) has decreased by 22% in the past week, showing that the potential selling pressure from long-term holders has eased.However, despite Bitcoin's price remaining above the average cost basis of long-term holders, their unrealized profit margin continues to narrow. Adler points out that the distribution activity of long-term holders has weakened, but the shrinking profit buffer is still worth noting.

Advanced packaging company Shenghe Jingwei released its financial report for the third quarter of 2026. The operating revenue for the first three quarters was 5.12 billion yuan, a year-on-year increase of 1.45%; the net profit attributable to the parent company was 636 million yuan, a year-on-year decrease of 18.48%. The operating revenue for the third quarter was 1.71 billion yuan, a year-on-year decrease of 8.33%; the net profit attributable to the parent company was 186 million yuan, a year-on-year decrease of 45.96%, a decrease of 27% compared to the 258 million yuan in the second quarter.The company stated that the changes in profit were mainly due to tight supply of core materials, a year-on-year decrease in revenue, and ongoing capacity expansion, along with an increase in depreciation costs year-on-year. The announcement on the same day showed that for the first three quarters of 2026, a total of 265 million yuan was provisioned for credit impairment losses and asset impairment losses. The net cash flow from operating activities for the first three quarters was 2.08 billion yuan, a year-on-year decrease of 30.60%. The company stated that this was mainly due to a year-on-year decrease in government subsidies, the return of customer credit deposits during the period, and increases in material procurement and employee compensation.As of the end of September 2026, the balance of monetary funds was 8.558 billion yuan, total assets were 28.144 billion yuan, an increase of 24.51% compared to the end of the previous year; the equity attributable to shareholders of the listed company was 19.294 billion yuan, an increase of 33.73% compared to the end of the previous year. At the end of the period, fixed assets were 12.172 billion yuan, an increase of over 20% compared to the end of the previous year, and construction in progress was 1.558 billion yuan. In the company's 2.5D business, SmartPoser-Si has been mass-produced, and SmartPoser-BD has completed full-process verification.

Alphabet, Google's parent company, announced its third-quarter financial report for 2026 in the early hours of October 29, Beijing time. The quarterly revenue was $127.6 billion, a year-on-year increase of 25%, achieving double-digit growth for the 13th consecutive quarter, with an annualized revenue run rate of $500 billion. Revenue slightly missed Wall Street expectations, and net profit declined year-on-year, overall falling short of market expectations.Google Cloud revenue grew 103% year-on-year to $30.7 billion, a record increase, mainly driven by demand for enterprise AI infrastructure, AI solutions, and TPU-related needs. Google Services revenue increased by 11% to $96.3 billion, with search and other advertising revenue growing by 12% year-on-year, and YouTube advertising revenue increasing by about 9% to $11.2 billion. The company stated that the year-on-year growth rate of search queries was the highest in nearly five years, with AI-related features contributing to increased usage.Net profit attributable to common shareholders was $26.2 billion, a year-on-year decrease of about 25%, with earnings per share of $2.12. The profit decline was mainly affected by losses from equity securities investments, with related losses for the quarter amounting to about $8.7 billion, whereas this item had contributed significantly to profits in the same period last year. Operating profit increased by 30% year-on-year to $40.6 billion, with an operating margin rising to 31.8%. The free cash flow for the quarter was negative, and the full-year capital expenditure guidance remained at $195 billion to $205 billion. After the financial report was released, Alphabet's stock price fell by 9.84% in after-hours trading.

According to alicharts monitoring, although Bitcoin rose over 1% today, there is still a significant possibility of a noticeable decline due to the impact of the FOMC meeting. Data shows that Bitcoin whales have recently realized profits of about 156 million USD, increasing potential selling pressure. In the past 24 hours, the whale group has reduced its holdings by approximately 8,162 BTC, worth about 664 million USD.alicharts indicates that this suggests large holders are reducing their exposure ahead of the FOMC decision. The current key support level for Bitcoin is close to 81,000 USD, with nearly 1 million BTC traded at this price level according to URPD; if it breaks below, the next levels to watch are 77,000 USD and 67,000 USD. To turn bullish, Bitcoin needs to break through 84,500 USD, where approximately 620,000 BTC were traded previously.Additionally, recent patterns of the FOMC meeting and Bitcoin price fluctuations show that Bitcoin's volatility in the first hour after the meeting is usually less than 1%, with a clearer direction often emerging within the following 24 hours, and typically lasting until a week later.

Yushu Technology announced that the operating revenue for the third quarter of 2026 was 666 million yuan, a year-on-year increase of 69.93%; the net profit attributable to the parent company was 113 million yuan, a year-on-year decrease of 17.37%; the net profit excluding non-recurring gains and losses was 105 million yuan, a year-on-year decrease of 17.42%.For the first three quarters of 2026, the operating revenue was 1.817 billion yuan, a year-on-year increase of 55.71%; the net profit attributable to the parent company was 387 million yuan, a year-on-year increase of 270.54%; the net profit excluding non-recurring gains and losses was 349 million yuan, a year-on-year decrease of 18.78%.

Pop Mart announced that the overall revenue for the third quarter of 2026 (unaudited) decreased by 45%-50% compared to the third quarter of 2025.Among them, revenue in China decreased by 25%-30% year-on-year, revenue in the Asia-Pacific region decreased by 65%-70% year-on-year, revenue in the Americas decreased by 70%-75% year-on-year, and revenue in Europe and other regions decreased by 50%-55% year-on-year. Revenue from offline channels in China decreased by 5%-10% year-on-year, while revenue from online channels decreased by 45%-50% year-on-year.

According to data from the Strategy official website, Strategy did not purchase Bitcoin last week, and the Bitcoin holdings remain at 848,517 coins.During the same period, the circulating face value of its STRC preferred stock decreased from approximately $8.598 billion to approximately $8.391 billion, a reduction of about $207 million; the annualized total preferred stock dividend decreased from approximately $1.534 billion to approximately $1.509 billion.

The U.S. Commodity Futures Trading Commission (CFTC) reported that as of the week ending October 20, the net long positions of CME S&P 500 index futures by stock fund managers decreased by 18,079 contracts, to 894,464 contracts.

The U.S. Commodity Futures Trading Commission (CFTC) reported that for the week ending October 20, net short positions of speculators in CME S&P 500 index futures decreased by 42,221 contracts, to 348,674 contracts.