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11/9
18:45
PeckShield has detected an ETH long position worth $45.3 million, which may be related to a vulnerability in UXLINK. Subsequently, dashboard snapshots showed an ETH exposure of approximately $44 million, with a floating loss of about $652,000.
18:04
Norway will suspend reserving further power connections for new data centers to assess and address the burden these facilities impose on the national grid.
18:04
Japan and Vietnam have signed cooperation agreements in sectors including energy and artificial intelligence, which include plans to cooperate on introducing small modular reactors (SMRs) in Vietnam as early as 2040.
17:56
Stifel maintains its "Buy" rating on SpaceX with a price target of $190, citing optimism over its AI and mobile network positioning. The firm believes that tightening approvals for U.S. data centers could create new opportunities. Backed by $40 billion in committed GPU financing, SpaceX can acquire stalled AI infrastructure projects with stable power supplies. At the same time, the firm is bullish on the potential of orbital computing, while the selection of Qualcomm as a radio supplier reinforces SpaceX's mobile network ambitions.
17:55
Iran has submitted a two-day ceasefire proposal to the U.S. through Qatar and is currently awaiting Washington's evaluation. Iranian Foreign Minister Abbas Araghchi previously stated that the plan is based on the seven-day roadmap unveiled earlier at the United Nations General Assembly. The proposal includes the resumption of navigation in the Strait of Hormuz on the second day following the implementation of the first round of measures by the U.S. Meanwhile, the Qatari Prime Minister is heading to Washington to meet with U.S. President Donald Trump to further advance mediation efforts between the U.S. and Iran.
17:52
A senior Qatari official confirmed that US-Iran mediation talks are still ongoing, denying reports by Israeli media regarding specific terms. According to Al Jazeera live updates, the official stated that negotiations aimed at ending the US-Israeli war on Iran are continuing, and dismissed circulating Israeli media reports concerning the specific details of the talks.
17:47
Galaxy Research: Bitcoin losing the 50-week moving average aligns with historical patterns; 4-year cycle remains intact. Alex Thorn, Head of Research at Galaxy Research, noted that after maintaining its position above the 50-week moving average (MA) for seven consecutive weeks, Bitcoin closed below it, with the current closing price at $74,968, which is 0.7% below the 50-week MA ($75,488). He believes this constitutes a false breakdown—similar to historical precedents in the 2011–2012 and 2019–2020 bear market bottoms where Bitcoin recaptured the moving average only to briefly dip back below it—and does not signify a breakdown of the 4-year cycle. Currently, Bitcoin is trading 7.7% lower than its September recovery level, but still maintains a 26% buffer above its June low ($59,517).
17:47
Citing Deltaone, Aletheia Capital has downgraded NVIDIA from "Buy" to "Hold" and withdrawn its $340 price target, citing rising financial risks related to its AI Computing Partner program and potential internal turmoil. The post, citing estimates by analyst Stefan Chang, noted that NVIDIA's financial commitments have surged more than tenfold to $165 billion, with $105 billion tied to an Ohio data center project. The post also stated that CoreWeave, Nebius, and IREN alone may require $124 billion over the next 12 to 15 months, a figure that could climb to between $450 billion and $500 billion by 2030.
17:38
China has denied espionage allegations related to the NVIDIA CEO, dismissing them as baseless speculation and slander. This follows reports that U.S. authorities suspect Alice Huang, a former executive at Megaspeed International, of providing information to Chinese intelligence services while in a relationship with NVIDIA CEO Jensen Huang. The NVIDIA board of directors announced on Sunday that it has launched an independent investigation into the alleged foreign intelligence activities.

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