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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.

At the same time, the company signed a basic cooperation agreement for lightning network routing business with ALC, using the BTC held by ALC as the liquidity for the channels operated by the company, jointly building local routing infrastructure in Japan. The raised funds will be used to pay for infrastructure development, talent recruitment, routing business, and research and development, with a focus on promoting the lightning payment service "aurora" that can be accessed through the existing payment systems of merchants via API.

The cryptocurrency industry has spent approximately $176 million in this round of the U.S. midterm election cycle, covering over 100 elections, aiming to establish a bipartisan network of congressional allies to continue advancing legislative demands after Trump's departure. As of October 20, the super political action committee Fairshake and its affiliated organizations have spent about $150.8 million, with other cryptocurrency organizations spending around $25 million, major funders including Coinbase, Ripple, and a16z.Fairshake claims that among the 58 candidates it supported in primaries or special elections this year, 53 won. The organization supported bipartisan candidates in the House elections; after Senate Democrats blocked the CLARITY Act from reaching a final vote, it decided to support only Republican candidates in the Senate elections.The industry's spending in the Ohio Senate election has exceeded $68 million, focusing on long-time critic of the cryptocurrency industry Sherrod Brown, with related advertisements mostly avoiding mentioning cryptocurrencies and instead focusing on issues like taxes. Pushing for the passage of the CLARITY Act is a core goal of the industry, but the bill has stalled in this Congress. JPMorgan analysts indicate that without the bill, rules set by regulators during Trump's term may be overturned by subsequent administrations.

Honda executives stated that if the U.S. and Canada cannot reach a new trade agreement by the end of this year, the automotive industry will face a disastrous situation. Trump previously threatened that if the two countries fail to reach an agreement, tariffs on Canadian cars and parts will increase from 25% to 50% starting January 1.

Gate platform data shows that on October 27, the stock market saw a significant rise in the AI, semiconductor, and data sectors, with several concept stocks leading the gains, becoming the focus of market attention.According to the latest market data from Gate, Data Section (3905) surged strongly, rising 14.50% in 24 hours; Yifei Electric (4062) jumped 11.14%; Rand (8918) increased by 11.11%; Advantest (6857) rose by 9.65%; QD Laser (6613) went up by 8.84%.As global AI infrastructure construction accelerates and semiconductor demand remains strong, market expectations for profitability in the technology and semiconductor supply chain are heating up again.

According to Bloomberg, the Dutch cryptocurrency industry organization has warned that if cryptocurrencies are excluded from the proposed new capital gains tax system, investors may sell off their crypto assets.Under the current proposal from Dutch regulators, financial assets such as stocks, bonds, and options are planned to transition to a capital gains tax upon sale starting in 2028, while cryptocurrencies, gold, and foreign exchange may still be required to pay annual taxes on unrealized gains at least until 2030.

Liquid Capital founder Yi Lihua stated that although he still holds a bullish view on the current market trend, the cryptocurrency industry is indeed in a trough, and AI has attracted a large number of talents and funds.Reflecting on recent market judgments, he mentioned that he has maintained a correction judgment around $86,000 for the past two months, similar to the judgment that the rebound ended around $84,000 in May. Since calling for a bottom on ETH at $1,450 more than a year ago, there has only been one obvious mistake, and he emphasized that one should grow from mistakes.Yi Lihua believes that most markets do not fit the Buffett-style value investing, and the performance of the cryptocurrency industry in recent years has been the same. He stated, "Patience is the best strategy."

The innovation exemption for tokenized securities trading venues launched by the U.S. SEC in September is sparking controversy within the industry regarding blockchain qualification standards. This exemption allows eligible companies to trade tokenized U.S. stocks without registering as traditional securities exchanges, but requires their smart contracts to be auditable, public, and deployed on a public, permissionless blockchain.Currently, three companies have submitted operational intent notices to the SEC. TSV LLC plans to use the privacy-focused Canton Network; OKXICE and Kephas Corp. intend to utilize their respective enterprise group's developed Ethereum Layer 2 networks.In a letter submitted on Thursday, the Solana Policy Institute requested the SEC to tighten the definition of "permissionless," focusing on who actually controls the blockchain, including who can validate or block transactions and modify network rules. Hedera advocates for an expansion of the exemption's scope, arguing that only authorized entities should participate in validation, which should not disqualify their network.The Securities Industry and Financial Markets Association (SIFMA) also called for clarification on which blockchains are eligible and questioned whether stock tokenization should require explicit prior consent from the issuing company, rather than requiring companies to opt out. The financial regulatory advocacy group Better Markets urged the SEC to withdraw the exemption and instead engage in formal rulemaking.An SEC official stated that companies can begin operations 30 days after submitting a notice, provided they meet the exemption criteria, without waiting for SEC approval, which does not imply SEC endorsement of their chosen blockchain. The official noted that the regulatory agency intends to maintain a broad definition to allow space for companies to experiment; further frequently asked questions may be released, but substantive adjustments would require action from the commission.Meanwhile, more companies are opposing the tokenization of their stocks. As of Friday, among the 62 companies initially listed by OKXICE, 22 have raised objections, exceeding one-third. New objectors include Wells Fargo, Arm, and Intuit.

According to Glassnode's latest on-chain weekly report "Swept and Refilled," Gate has performed outstandingly in the tokenized gold spot and perpetual contract markets, with its position size and trading volume market share continuously increasing.The report indicates that since the beginning of 2026, Gate has contributed 42% of the net increase in the global tokenized gold perpetual contract open interest, surpassing all other tracked exchanges. At the same time, Gate's 7-day average position size for tokenized gold perpetual contracts corresponds to a gold exposure of 1.7 tons, ranking first in the world, ahead of OKX's 1.5 tons.In the spot market, Gate's market share of tokenized gold spot trading volume surged from 0.6% in 2024 to 12% so far in 2026, expanding to 20 times its original size. The report also notes that as market share continues to grow, Gate has become one of the most prominent trading platforms for the growth of tokenized gold spot market share this year. The simultaneous expansion of the spot and derivatives markets further reflects Gate's market competitiveness and growth potential in the field of tokenized gold trading.

The White House announced that Trump invoked the Defense Production Act, listing oil exploration, production, and other activities as critical defense resources, and authorized the federal government to promote capacity expansion through procurement and funding support. Trump stated that limited financing and supply chain constraints made it difficult for businesses to meet demand, thus exempting certain requirements of the act to accelerate capacity expansion.

Nasdaq-listed company Alpha Modus announced that it acquired 3,170 Bitcoins through a share swap, valued at over $250 million, thereby expanding the company's Bitcoin holdings.The company exchanged 51.6 million shares of stock and corresponding warrants for the aforementioned Bitcoins. This transaction expanded Alpha Modus's asset base but simultaneously diluted the equity of existing shareholders.

The Cybersecurity Threat and Vulnerability Information Sharing Platform (NVDB) of the Ministry of Industry and Information Technology of China has detected two critical remote code execution vulnerabilities in PHP, posing serious risks. PHP is an open-source server-side scripting language widely used for web development. Unauthenticated attackers can exploit these vulnerabilities to execute arbitrary code remotely, leading to server control, sensitive information leakage, business interruption, and other harms.The affected versions include the 8.5 series below 8.5.12, the 8.4 series below 8.4.27, the 8.3 series below 8.3.36, the 8.2 series below 8.2.35, and the 8.1 series and earlier versions. The PHP security team has fixed the vulnerabilities and released a security announcement.NVDB recommends that relevant units and users conduct immediate inspections, upgrade to the latest secure version in a timely manner, or take temporary protective measures such as taking the system offline, disabling session upload progress features, network isolation, and restricting network access, as well as strengthening monitoring and management, and promptly modifying credentials such as accounts, passwords, and keys.

Dragonfly Managing Partner Haseeb Qureshi stated that there is a wave of attacks in the cybersecurity field that is "similar to the COVID-19 pandemic." He believes that on-chain hacking incidents are the "canary in the coal mine" for cybersecurity, as on-chain is the easiest place for cyber attacks to be monetized.He cited data from DefiLlama Research indicating that the number of on-chain hacking incidents has surged, but the annualized scale of stolen amounts is roughly equivalent to that of 2025, with losses per incident decreasing. He noted that most small protocols have been compromised, while large protocols are strengthening their defenses with AI tools. He anticipates that similar situations will also arise in the broader internet space.

Oracle announced the launch of Oracle AI Agent Studio for Industry Applications, a low-code and no-code AI agent development platform aimed at industry business processes, supporting the creation, testing, orchestration, deployment, and management of agents.This platform is based on the existing Oracle AI Agent Studio for Fusion Applications, allowing customers and partners to build and customize AI agents using existing application data, tools, and business processes, and embed them into daily workflows to reduce manual operations and enhance productivity.

According to Jiemian News, the autonomous driving technology company Neolix has officially completed a new round of financing of nearly $400 million. So far, Neolix's total financing amount has exceeded 10 billion yuan, making it the leader in the unmanned delivery vehicle industry in terms of financing scale.Insiders in the investment circle revealed that Boyu Capital and the National Artificial Intelligence Industry Investment Fund are the lead investors in this round of financing. Alibaba AEF NextGen Hong Kong Fund, Monolith Lisi Capital, Vertex Growth under Temasek, and GAC Capital participated in the investment, while existing shareholders such as UAE Stone Venture, Xincheng Capital, SoftBank Asia, Yizhuang Guotou, and Gao Rong Venture Capital continued to increase their holdings.The National Artificial Intelligence Industry Investment Fund was established with contributions from the National Big Fund Phase III. Previously, its investment focus was concentrated on AI and computing power chips, high-bandwidth memory chips (HBM), large model algorithms, embodied intelligent robots, AI security, and other fields. It has invested in leading companies in key areas of artificial intelligence such as Kimi, DeepSeek (general large model), Muxi (AI computing power chip), Galaxy General (embodied intelligence), and Changting Technology (AI security).

According to Gate market data, U.S. stocks opened lower, with the Dow Jones down 0.04%, the S&P 500 index down 0.22%, and the Nasdaq down 0.49%. SK Hynix fell 3%, SanDisk fell 1.7%, Micron Technology fell 1.9%, Western Digital fell 0.9%, Apple fell 0.8%, and General Motors fell 6%.

During the opening ceremony of the 2026 Financial Street Forum Annual Conference, the Governor of the People's Bank of China, Pan Gongsheng, stated that the rapid development of artificial intelligence globally has a profound impact on productivity, investment, employment, income distribution, and financial stability.Pan Gongsheng mentioned that from the perspective of the People's Bank, they will closely monitor and assess the macroeconomic impacts of artificial intelligence development, ensure financial support for the development of the artificial intelligence industry, and steadily promote the application of artificial intelligence in the financial sector.