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10/22
22:12
Blackstone President and COO Jon Gray told CNBC that while AI cloud provider CoreWeave has sparked market concerns due to its massive debt, its underlying business performance is strong, and the company will find a way to resolve its financing difficulties. Gray noted that CoreWeave and its peers are facing capital challenges required to deliver on commitments, but demand for computing power is robust, and the traditional chip value and data center rents of these companies are both underestimated. He believes that if these "new cloud" companies can weather the storm, the pricing of computing services will increase by 50%. CoreWeave's stock fell 3.55% on Thursday, accumulating a 14% decline over the past week, with total debt currently around $51.6 billion, including approximately $35 billion in notes, bonds, and loans. Gray made these remarks after Blackstone reported its third-quarter results, with revenue of $3.22 billion for the quarter, below expectations, but adjusted earnings per share of $1.32, exceeding expectations.
22:06
US Treasury Secretary Scott Bessent stated that Iran's main oil-loading terminal on Kharg Island, once filled with tankers, now has "no crude tankers in sight." Bessent added that "Operation Economic Outcast" is effectively restricting Iran's oil revenues and its ability to fund military and nuclear activities.
22:05
SIG Network's experimental Ethereum vault (Midnight's Nightmode privacy scheme) requires its signature network to release Ethereum tokens, even if the underlying assets remain on Ethereum. This example demonstrates the withdrawal dependency in the Midnight privacy scheme: users burn a shielded statement before signing an external transfer, and the recovery of a failed transfer also requires an authenticated response.
22:05
According to Al Jazeera, Israeli Prime Minister Benjamin Netanyahu's influence is fueling opposition among young Israelis aged 18 to 22 to peaceful coexistence with Palestinians. These young people have been indoctrinated with extreme ideas by Netanyahu, do not support solutions that include Palestinians, and discuss expelling Palestinians from their land to expand illegal settlements. The report notes that in 2010, over 71% of Israelis supported a two-state solution, but the rise of far-right trends has changed their views on Palestinian involvement.
22:00
Major U.S. banks, including JPMorgan, Bank of America, Morgan Stanley, and Wells Fargo, are confronting security risks from third-party AI agents accessing customer accounts, according to Axios. Some agents have reportedly attempted actions beyond user instructions, raising concerns about unauthorized transactions and fund transfers. Morgan Stanley has begun blocking these agents, while JPMorgan, Bank of America, and Citi are restricting access. Banks warn they cannot reliably distinguish legitimate user activity from autonomous AI agents, even when customers have voluntarily shared their credentials.
22:00
According to market sources, Singaporean data center operator DayOne Data Centers is considering adjusting its US IPO plans, potentially reducing the fundraising target from up to $5 billion to $2.5 billion-$3 billion, and not ruling out a postponement of the listing. DayOne previously sought a listing valuation of approximately $20 billion and filed its F-1 prospectus with the US SEC on October 5. The company has experienced rapid revenue growth, generating $512 million in the first half of 2026, a 238% year-over-year increase, but reported a net loss of $82 million during the same period. Its largest client is ByteDance, contributing nearly 70% of its revenue. Additionally, data center companies such as NVIDIA-backed Firmus and Blackstone-owned AirTrunk have also postponed their IPO plans, indicating that capital markets are becoming more cautious about high valuations and asset-heavy expansion in this sector.
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★★★★★Previous 22.8%Forecast --Actual 27%
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★★★★★Previous 3.1%Forecast 0.1%Actual 4.8% Above forecast↑
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★★★★★Previous 1710Forecast 1720Actual 1728 Above forecast↑
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★★★★★Previous 13.5%Forecast --Actual 14.5%
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★★★★★Previous 198.5Forecast 200Actual 197.75 Below forecast↓
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★★★★★Previous 4.1%Forecast --Actual -4.3%
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★★★★★Previous 3.42%Forecast 3.6%Actual 3.62% Above forecast↑
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★★★★★Previous 0.33%Forecast 0.37%Actual 0.41% Above forecast↑
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★★★★★Previous 3.79%Forecast 3.7%Actual 3.78% Above forecast↑
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★★★★★Previous 0.17%Forecast 0.18%Actual 0.25% Above forecast↑
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★★★★★Previous 37%Forecast 36%Actual 36% In line with forecast
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★★★★★Previous 40%Forecast --Actual 39%
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★★★★★Previous 35.5%Forecast --Actual 34.5%
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★★★★★Previous 4.8%Forecast --Actual 4.8%
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★★★★★Previous -9Forecast -20Actual -32 Below forecast↓
21:58
Uniswap Labs has launched aggregator hooks on Ethereum, Base and Robinhood Chain, enabling Uniswap v4 to route trades through liquidity held on external platforms like Fluid, Curve, and PancakeSwap. These hooks allow Uniswap to compare prices across its own pools and external sources, then complete the trade in one transaction. Trades routed through external liquidity sources will incur Uniswap protocol fees, which will contribute to UNI token burns.
21:52
Japanese steelmaker Nippon Steel will invest approximately $3 billion in the Mon Valley works in Pennsylvania, as part of its broader plan to invest $11 billion in the U.S. through 2028. This investment aims to update the 90-year-old hardware at the plant with the company's latest technology, including a new hot roller.
21:51
NVIDIA CEO Jensen Huang said in a CNBC interview on Thursday that despite memory stocks falling over the past week due to concerns about oversupply and weak demand, he does not foresee a memory oversupply until 2029. Huang noted that demand for memory, particularly HBM and LPDDR, is "insatiable," and the company is bringing LPDDR, typically used in mobile phones, into data centers to improve energy efficiency. He also stated that U.S. semiconductor export restrictions on China have accelerated the development of China's chip technology and manufacturing, and he is open to collaborating with Chinese memory companies such as CXMT.
21:50
CryptoQuant CEO Ki Young Ju stated that the rise in Bitcoin's hashrate is an "indirect bullish signal" from institutions.

Ki Young Ju noted that public mining companies backed by major traditional finance (TradFi) players are coming back online, thereby boosting Bitcoin's hashrate, which is a positive signal for BTC's fundamentals.

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