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According to BBX data, the global capital markets revealed the latest developments in direct investment in Bitcoin and the performance of brokerage digital asset businesses yesterday. The core information is as follows:Japan Bitcoin Industry has completed a capital increase of 840 million yen, fully paid in physical Bitcoin: The Web3 infrastructure developer Japan Bitcoin Industry announced the implementation of a third-party share allocation capital increase, successfully issuing shares to two institutions, Fulgur LLC and ANAP Lightning Capital (ALC), raising a total of 840 million yen (approximately 5.07 million USD). Notably, this capital increase will be fully funded in physical Bitcoin, with on-chain delivery expected to be completed on November 2. At the same time, the company signed a basic agreement for cooperation in Lightning Network routing business with ALC, which will use the Bitcoin held by ALC as the underlying liquidity for the company's operational channels. The raised funds will be specifically used for the research and development of the infrastructure "aurora" (supporting enterprises to access Lightning payments via API), talent recruitment, and local routing network infrastructure.Robinhood (NASDAQ: $HOOD) Q3 crypto revenue plummets 55%, causing overall profits to fall short of expectations: American internet brokerage giant Robinhood released its third-quarter financial report. The data shows that due to a slowdown in cryptocurrency trading activity and increased operating expenses, overshadowing its strong performance in options and prediction markets, the quarterly profits fell below Wall Street expectations. In the third quarter, its cryptocurrency trading revenue decreased significantly by 55% year-on-year to 120 million USD. Although options trading revenue grew by 31% and event contract revenue surged more than sixfold, driving overall trading revenue up 19% year-on-year to 867 million USD, total operating expenses also increased by 16% year-on-year to 739 million USD. The company's earnings per share for the quarter were 0.51 USD, falling short of analysts' expectations of 0.55 USD, leading to a drop of over 7% in its stock price in after-hours trading.

The cryptographic security vulnerability of the Indian certificate authority eMudhra affects the Ethereum clients Teku and Besu. Researchers found that the private keys of 8 intermediate certificate authorities under eMudhra could potentially be deduced due to insufficient randomness, allowing attackers to forge certificates and trick unpatched software into trusting malicious services.Teku has released version 26.1.3, and Besu has released version 26.1.2, both of which have removed trust in the relevant certificates from their Docker images. If an attacker performs a man-in-the-middle attack, they could trick some validators into sending block fee rewards to the attacker's address; the risk may be higher under specific configurations using external signers. The Teku team stated that the default configuration of the Ethereum mainnet Teku node is not affected, and no action is required, with no reports of the vulnerability being exploited so far.For operators running Teku or Besu directly on the host without using Docker, simply updating the client may not be sufficient; they also need to manually update Java and its trusted certificate list. Operators still using the no longer maintained Java 26 will need to migrate to Java 25.

Yushu Technology disclosed its third-quarter report for 2026. The company's single-quarter revenue 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 decline of 17.37%, with a nearly 50% decrease compared to the previous quarter.Regarding the profit decline, a relevant person from Yushu Technology's Board Secretary Office stated that it was mainly due to increased R&D investment in computing power and large model directions. This person also mentioned that looking at the longer term, the impact is controllable, and the single quarter only shows a phase change; currently, R&D investment relies on fundraising planning and will not be blindly increased.

Binance founder Changpeng Zhao posted on X reminding not to click on links in emails or download attachments.Changpeng Zhao stated that even if the email comes from a trusted person, the other party's computer may be infected with a virus without their knowledge.

According to Catcher Predict monitoring, in the market prediction event "Lakers vs. Clippers" on Polymarket, the "Clippers" option in the sub-market "Spread -26.5" experienced a sharp fluctuation in winning probability, soaring from 2.95% an hour ago to the current 23.45% (a fluctuation of 20.5%). Please note the impact of related breaking news.

Alphabet (GOOG.O) attributed a loss of $8.2 billion in other income to the decline in SpaceX's stock price.

Federal Reserve Chairman Waller stated that as oil prices continue to rise, interest rates have already fallen.

Researchers disclosed a zero-click vulnerability in the Telegram sticker feature at a security conference held in Tokyo, demonstrating that an attacker could execute code on iOS devices without any user interaction.However, Telegram disputed the risk assessment of the vulnerability.

Last week, Bank of America clients net sold $3.5 billion in U.S. stocks, following an outflow of $15 billion the previous week.According to Bank of America analysts Jill Carey Hall and Trey Brown, retail investors led this sell-off. The communication services sector recorded its largest weekly outflow since tracking began in 2018, affecting the industry including Meta. The industrial sector also faced significant selling, marking the 13th consecutive week of outflows.

According to data from paymentscan.xyz, the monthly transaction volume of crypto cards has shown signs of slowing down after continuous growth. The total transaction volume for September was approximately $1.231 billion, setting a new peak for this phase; while as of October, the cumulative total is about $1.15 to $1.2 billion, making it unlikely to achieve month-over-month growth for the entire month.Among them, leading projects such as RedotPay, EtherFi, and KAST have all experienced a month-over-month decline in October. According to data from approximately 30 card projects tracked, the cumulative transaction volume of crypto cards has reached $13.69 billion, but the recent monthly momentum has weakened.

Galaxy Research Director Alex Thorn stated that the 13F holdings report for Bitcoin ETFs is still in the early stages, and most large asset management companies and registered investment advisors (RIA) typically submit their filings just before the November 16 deadline.However, some long-term funds have already increased their holdings in Bitcoin ETFs in the third quarter. Wealth management advisory firm SIGFIG Wealth Management submitted its related filing for the first time, indicating that its clients increased their investments in Bitcoin ETFs by approximately $73 million in the third quarter. A significant portion of the assets managed by the firm comes from retail client accounts at banks such as Wells Fargo, Citizens, Santander, and UBS.

During the third quarter earnings call of Pop Mart (09992.HK), the company's management stated that the group's gross profit margin for the second half of the year is expected to decline compared to the first half, with a decrease of no more than two percentage points.The management mentioned that the reasons include a projected decrease in the proportion of overseas revenue compared to the first half, as well as the company's proactive adjustment of pricing for certain products in some overseas markets to enhance competitiveness. In terms of expenses, the group plans to open a significant number of new stores in core overseas markets in the second half, leading to an increase in fixed costs such as labor, rent, property, and renovation amortization, with an overall expense ratio expected to be higher than in the first half.

According to Gate data, the "Seven Sisters" sector in the U.S. stock market is generally down before the market opens, with mixed performance in the storage sector.NVIDIA is down 0.53%, Apple is down 0.27%, Microsoft is down 0.59%, Google is up 0.16%, Amazon is down 0.10%, Meta is down 0.36%, and Tesla is down 0.21%.Micron is up 0.55%, SanDisk is up 0.65%, SK Hynix is up 1.67%, Western Digital is down 0.58%, and Seagate Technology is down 0.34%.

According to reports from the Financial Associated Press, the three major indices of A-shares quickly fell back in the afternoon, with the ChiNext Index dropping over 3%, after previously rising more than 1%. The trading volume in the Shanghai and Shenzhen markets was 1.46 trillion yuan, a decrease of 147.8 billion yuan compared to the previous trading day, with over 4,900 stocks in the entire market declining.On the market, in the robotics sector, Duolun Technology, Saifutian, and Xiangyang Bearing achieved four consecutive trading limits, while Guangyang Co. achieved two consecutive trading limits, and Dayang Motor reached its daily limit. In the consumer sector, food and beverage and retail led the gains, with Guifaxiang, Sunshine Dairy, and Qingdao Food achieving two consecutive trading limits, and Maoye Commercial and Guangbai Co. reaching their daily limits. The banking sector strengthened during the day, with Shanghai Rural Commercial Bank rising over 4%, reaching a new high for the year, while China Construction Bank and Industrial and Commercial Bank of China set new historical highs.On the downside, the pharmaceutical sector weakened, with Lingkang Pharmaceutical and Wanze Co. hitting their daily limits, and stocks like Nearshore Protein and Shiyao Innovation experiencing significant declines. The edge-side AI concept saw fluctuations and adjustments, with Yidao Information hitting its daily limit, and companies like Xingchen Technology and Yiwei Communication also falling. By the close, the Shanghai Composite Index fell by 1.33%, the Shenzhen Component Index fell by 2.5%, and the ChiNext Index fell by 3.41%.

Reuters reported on October 26 that amid fluctuations in global tech stocks, Chinese artificial intelligence and semiconductor-related stocks have already declined. The STAR50 index, dominated by mainland artificial intelligence and semiconductor leaders, has dropped 40% in less than four months, with a market value evaporating by about $480 billion. The CSI 300 index has fallen about 20% from its June peak, interrupting nearly two years of gains. Beijing fund manager Dong Baozhen said: The stock market has evolved into a speculative frenzy bull market, and now the bubble is bursting. Traders noted that the decline does not have a clear single trigger factor; high prices, tax bills, and the possibility of the U.S. or other countries banning Chinese equipment from entering data centers have all had an impact. During the same period, the Nasdaq has retreated 6% from its record high three weeks ago.Goldman Sachs stated that AI stocks account for 42% of China's market value and 57% of the trading volume of mainland A-shares and Hong Kong H-shares. When the robotics company Yushu went public, retail investors oversubscribed by about 8,000 times, and since trading began in August, its stock price has fallen by about half; chip company Changxin Storage has dropped more than a quarter in the past month. Mu Xi Integrated Circuit and Moore Threads saw their stock prices rise by about 700% and 400% respectively on their first day of trading last year, but have also fallen by about half since July. Optical module companies Zhongji Xuchuang and Guangxun Technology have dropped about 60% from their June and July peaks, partly due to the U.S. moving towards banning these companies from supplying to U.S. data centers. Hainan investor Chen Wensheng said: He bought Yushu because he felt official support and that there were state-owned background funds investing, but he is currently suffering losses with friends.The STAR50 is currently still about 100 times its past earnings, having fallen from a high of nearly 250 times, with investors comparing it to the Nasdaq 100's price-to-earnings ratio of about 30 times. Hong Hao, Managing Director and Chief Investment Officer of Lotus Asset Management in Hong Kong, said: The current situation will cause many companies trying to go public to pause. Leo Wang, a partner at Beijing Qianchuang Capital, said: Overemphasizing the market capitalization weight of tech companies in major indices will create serious bubbles in certain industries and siphon off funds from other sectors. Wang Zhuo, a partner at Shanghai Zhuozhu Investment Management, said: Chip manufacturers and AI suppliers will ultimately fall into price wars like other Chinese manufacturers. HSBC Research stated that Asian funds have generally been selling over the past three months but are still overweight in China; Goldman Sachs' updated recommendation list this month includes Zhongji Xuchuang and Changxin Storage. The China Securities Regulatory Commission did not immediately respond to Reuters' inquiries; Chairman Wu Qing met with market participants earlier this month to hear suggestions for improving the capital market.

Cryptocurrency trader Ansem posted that he is currently bearish on Bitcoin, Ethereum, and large-cap stocks, but he does not believe that ordinary retail speculation will significantly cool down as a result. He expects significant two-way volatility in the market in the fourth quarter, and some on-chain assets are still expected to perform well.Ansem pointed out that this week's Federal Reserve interest rate decision and important earnings reports from several companies will bring significant event risks. AI popular stocks have formed lower highs after peaking and have lost their original trend. However, the current judgment is not bearish on the longer-term market trend; the market may still experience a round of correction before continuing to rise.

According to Gate market data, the decline of U.S. stock cryptocurrency concept stocks has widened during the trading session. MSTR fell by 5.23%, ASST (Strive) fell by 4.04%, CRCL fell by 7.20%, COIN fell by 2.80%, BMNR fell by 2.72%, SBET fell by 3.93%, and HOOD fell by 0.95%.

Blockstream Chief Marketing Officer Peter Bain stated in a recent interview that Bitcoin has maintained the $81,000 mark amid stock market sell-offs, rising 10-year U.S. Treasury yields, and turmoil in Europe, which he described as "a very, very strong signal." He made this statement during a conversation with Grace Remington and Sean Hagan.Bain emphasized that technological development precedes price and discussed topics such as adoption, stablecoins, and tokenized stocks. He introduced Blockstream's new center established in Lugano and a new consulting department aimed at institutional clients, while explaining why treasury companies are mainly concentrated in the United States and why Switzerland will become the next market—Switzerland's clear regulatory framework and strong banking foundation make it an ideal launch market.Regarding quantum computing, Bain believes that the related threats will take decades to materialize, and that Bitcoin's real weaknesses lie elsewhere. He referenced the PHP vulnerability incident, stating that the industry needs to rethink the way software is released, and introduced Blockstream's research on quantum-resistant signature solutions, how consensus can be reached for quantum upgrades, and the Bitcoin Security Alliance. Additionally, he provided the first update on the Liquid Network event progress: the exchange service has been restored, the network is back online, and users can transfer Bitcoin back to the main chain. Looking ahead to 2027, Bain stated that institutional clients believe Bitcoin "is expected to usher in a major bull market."

Artificial intelligence company Anthropic disclosed that 79% of the company's revenue comes from customers outside the top five clients, and no single client contributes more than 10% of total revenue. The company also acknowledged that it had significantly underestimated the demand for computing power in the past.In terms of financing, according to an agreement reached in April this year, Amazon will provide up to $20 billion in financing. Google has purchased 38.6 million shares of Class G-2 non-voting redeemable stock. Anthropic also stated that it has not yet reached any agreements on any significant acquisitions.

According to Bitcoin.com, Yuridia Trujillo, a tax preparer from Meriden, Connecticut, is accused of fabricating stock and cryptocurrency trading losses in tax returns prepared for clients through her company, Yuri's LLC, for the tax years 2017 to 2024, for assets that the clients never actually held. The Internal Revenue Service (IRS) stated that she is also suspected of using Form 8888 to divert part of the clients' tax refunds into bank accounts belonging to herself and an associated individual.A federal grand jury indicted her on October 7, and she was arrested on October 9. She is currently out on bail of $50,000 and faces 19 counts of aiding in the preparation of false income tax returns, with each conviction carrying a maximum sentence of three years in prison. The case remains an accusation, and she is presumed innocent until proven guilty. Previously, Texas Bitcoin investor Frank Richard Ahlgren III was sentenced to two years in prison in December 2024 for inflating the cost of Bitcoin purchases and was ordered to pay approximately $1.095 million in restitution.