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Analyst Darkfost pointed out that the price of Bitcoin has risen above the cost line of Strategy 2026, but the buying operations since 2025 are still at a loss. Strategy currently holds 848,517 Bitcoins, with an overall average cost of about $75,446. Bitcoin today has reached the cost line of Strategy 2026 at $78,900.If all purchases since 2025 are considered, along with the sales near this summer's low point, the comprehensive cost is still about $90,600, and the current price is still in a state of unrealized loss. After a pause of several weeks, Strategy has resumed buying, with no new additions last week. The company's 1-year return rate is about 27.6%, and the 10-year return rate is about 60.3%.

On October 29, KR1 plc, a company listed on the main board of the London Stock Exchange that focuses on on-chain infrastructure, announced the launch of its technical infrastructure operations on the decentralized artificial intelligence network Bittensor. The company stated that it has recently acquired 5,000 network-native assets TAO and has initiated staking as part of its technical infrastructure strategy. Based on the reward rate observed on October 28, the company estimates that the annualized infrastructure income is approximately equivalent to 6.6% of the current value of the deployed TAO holdings.The announcement stated that Bittensor is a layer blockchain that supports subnets, covering services such as AI inference, computing power, training, and prediction, where independent suppliers compete for network rewards based on performance. KR1 supports the assessment of service provider performance through staking and receives a portion of the network rewards. There is no mandatory unbonding period for TAO unstaking, allowing the company to retrieve its holdings immediately after unstaking. Rewards can be retained to expand the scale of productive assets or can be liquidated for subsequent investments and operational costs. The company will also disclose its TAO holdings and related infrastructure income in monthly unaudited updates.Keld van Schreven, Managing Director and Co-Founder of KR1, stated: "As artificial intelligence enables more complex tasks to be performed by software, the demand for infrastructure related to supply-side intelligence is expected to grow significantly. Bittensor introduces open competition for the supply of AI services, and the company is focused on how its incentives are forming services that lead to continuous customer payments, as well as how to deploy TAO holdings to enhance the value and income potential of productive digital assets per share." KR1 claims to be the only publicly listed company on the main board of the London Stock Exchange that focuses on on-chain infrastructure, holding and operating productive digital assets on the relevant network.

Danish Bank strategists pointed out that despite the rise of the S&P 500 index and the European Stoxx 600 index, AI-related stocks rebounded for the third consecutive day, but Alphabet and Microsoft's earnings reports showed a divergence in AI-related revenue and capital expenditures.The flat capital expenditure guidance may limit the gains in the data center and semiconductor industries. The market reacted negatively to the earnings reports of major cloud computing companies, with the Korea Composite Stock Price Index falling 0.7% and Nasdaq futures dropping 0.9%.

The BNB Chain execution-oriented Rollup project Matrix announced that it has received additional Series B funding from Shima Capital and Delphi Ventures, bringing the total amount of this round of financing to 8.5 million USD. Previously participating institutions in this round include ParaFi Capital, Tribe Capital, Point72 Ventures, CMT Digital, Lightspeed Faction, BITKRAFT Ventures, and Makers Fund.The funds from this round will continue to be used to advance the mainnet launch, the construction of the ZK validity proof system, and the Stage 2 decentralization process. Matrix is built on the Facet technology stack and is adapted to the BNB Chain PoSA consensus, with no centralized sequencer and no administrative privileges; the transaction order is directly determined by the BNB Chain. The official claim is that it can effectively increase the throughput of the BNB ecosystem by 3 to 5 times. Currently, Matrix testnet Phase 1 has been launched.

According to Caixin, the storage chip manufacturer Changxin Technology issued a reminder on the 29th, stating that the company has recently discovered that illegal individuals and unauthorized intermediary organizations are falsely using the names "Changxin Technology," "Changxin Group," and "Changxin Storage" to spread false recruitment information on online platforms.Changxin Technology reminds everyone not to download unknown software, not to click on unfamiliar links, and not to provide personal sensitive information to unofficial personnel; do not participate in activities that require payment or tasks to obtain job opportunities; do not trust false promises spread by unofficial social media accounts, as well as fabricated job locations and salaries.

Alex Witt, founding partner of the venture capital firm focused on stablecoin infrastructure, Verda Ventures, announced that he and partner Amit will join Tether, the world's largest stablecoin issuer. Tether was previously one of the limited partners of Verda Ventures.With the two joining Tether, Verda Ventures, which has been operating for three years, will enter the investment recovery phase and cease investing in new companies to avoid potential conflicts of interest. The fund will continue to manage and support its existing 28 portfolio companies and selectively participate in follow-on financing.

Key hardware manufacturer Foundry Robotics founder and CEO Adarsh Kulkarni announced that the company has completed a $100 million Series A funding round, led by Marlinspike VC, with continued participation from Khosla Ventures.Kulkarni stated that the company will build a 130,000 square foot factory in Emeryville, California, to produce critical hardware domestically in the United States. The company has delivered products to paying customers in the energy, telecommunications, autonomous driving, and defense sectors.

According to the Digital Currency Research Society, on October 27, Beijing Bank released a public tender announcement for the procurement project of firewall equipment for digital currency business in 2026 through the official centralized procurement management system. Along with the previously announced procurement projects for IPS, encryption machines, WAF, SSL, signature devices, etc., the bank has officially launched a centralized upgrade of the full-chain security infrastructure for digital renminbi business, covering core security nodes such as intrusion defense, encrypted transmission, web application protection, and identity signing.In April of this year, Beijing Bank became a newly added operational institution for digital renminbi business and connected to the central bank's digital renminbi system. In August, the central bank added 8 more operational institutions, expanding the total to 30. Previously, several newly added operational institutions, such as Huishang Bank, Hangzhou Bank, and Guangxi Beibu Gulf Bank, had initiated tenders for core digital currency systems worth tens of millions. The report pointed out that Beijing Bank's inclusion of various security devices such as firewalls and encryption machines in centralized procurement is a proactive security layout to adapt to the new features of digital renminbi, such as high-concurrency transactions and programmable smart contracts.

Microsoft expects its Azure cloud business revenue to grow by 49% to 50% in the second fiscal quarter, with total revenue reaching between 96 billion and 97.1 billion dollars.Revenue from the Intelligent Cloud and Infrastructure segment is expected to be between 80.1 billion and 80.7 billion dollars, while revenue from the Devices and Consumer segment is projected to be between 15.9 billion and 16.4 billion dollars. Microsoft also anticipates that capital expenditures in the second fiscal quarter will exceed 50 billion dollars.

Alphabet executives stated that research and development expenses increased by 36%, primarily driven by AI talent recruitment and depreciation.

Federal Reserve Chairman Waller stated that the strong performance of capital expenditures is no longer limited to a few sectors.

Fitch Ratings stated that a significant reassessment of the long-term monetization prospects of artificial intelligence could lead to a reduction in capital expenditures and impact the entire artificial intelligence value chain.

After the Federal Reserve's interest rate decision, short-term interest rate futures rose.

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.

According to PR Newswire, AI training environment company Plato announced the completion of a $16 million Series A funding round, led by Nava Ventures, with participation from Gradient Ventures, Transpose Platform, and Microsoft AI CEO Mustafa Suleyman. Freddie Martignetti, founder of Nava Ventures, will join the board.After this round of financing, Plato's total funding has reached $19 million, previously led by Gradient Ventures in the seed round.

According to Bloomberg, AI cloud security company Upwind announced the completion of a $400 million financing round, led by Bessemer Venture Partners, with participation from existing investors such as Greylock Partners and Craft Ventures, bringing its valuation to $3.8 billion.Upwind primarily provides security protection for enterprise cloud infrastructure, capable of detecting malware and suspicious activities, and this year expanded its platform to address AI-related security risks. The new funds are intended for engineering research and development as well as building sales and marketing teams.

The data analysis platform Hex completed a $100 million financing round at a valuation of $1.2 billion, led by Peak XV and 137 Ventures, with participation from Amplify, Avra, a16z, Redpoint, Sequoia, and Zero Prime.