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On November 5, 2026, Michael Saylor, the founder of Strategy, connected remotely to the Oranje Summit 2026 held in São Paulo, Brazil. He stated that cutting-edge AI models would enhance the attack capabilities of hackers, and complex software used for transferring funds, such as exchanges and wallets, is particularly vulnerable to attacks. He believes that the design of the Bitcoin network can withstand AI threats, and that Satoshi Nakamoto's decision to limit underlying functions was wise, as complex software would expand the attack surface. He also mentioned that Bitcoin, supported by its strong computing power and security, would prevail in the competition for the global digital capital standard.

Zcash holders and community representatives will vote from November 16 to 30 on a proposal to remove 50,000 ZEC from the community grant fund (ZCG). This proposal was co-drafted by Zcash co-founders Sean Bowe, Zooko Wilcox, and Jason McGee, and was merged into the specification repository on Wednesday. According to the October treasury snapshot referenced in the proposal, ZCG holds 91,453 ZEC, and the amount proposed for removal accounts for approximately 55% of its holdings.If the proposal passes and is activated in the network upgrade, ZCG must remove the 50,000 ZEC from circulation within 30 days, and its corresponding value will be included in the Network Sustainability Mechanism, gradually returned through future block rewards. Additionally, the proposal plans to stop allocating 8% of newly issued ZEC to ZCG, transferring this portion of funds into a new Future Dev and Legal Defense Fund, which will continue to accumulate until the next Zcash halving. Funds in this new fund will temporarily be unavailable for expenditure until separate withdrawal rules are approved.ZCG can still use the remaining treasury funds to continue issuing development grants, and the independent 12% holder-controlled fund will not be affected. The proposal states that based on the October treasury snapshot, a ZEC price of $1,300, and expenditure estimates for the first half of 2026, the current funds of ZCG can cover approximately 13 years of expenditures; after the removal of 50,000 ZEC, the remaining funds are expected to cover about 6 years. Previously, ZCG proposed to redirect approximately 98,000 ZEC from existing assets and future income to miner rewards, but abandoned this plan on November 3 after facing community criticism. This new proposal still requires community support and must be implemented through a network upgrade. The activation block height has not yet been determined, nor has a reference implementation been provided.

MSCI announced that MicroStrategy (MSTR.O) will be removed from the MSCI Global Standard Index.

Elon Musk stated that the Starship Super Heavy rocket booster has been moved to the launch pad.

Morgan Stanley removed NVIDIA (NVDA.O) from its preferred stock list and maintained an "Overweight" rating.

Solid Intel stated that if MSCI removes the Strategy from its index, the Strategy may face a sell-off of up to 2.8 billion dollars from passive funds.

Multiple storage industry insiders have revealed that some leading companies have verbally informed channel partners of their intention to raise prices for enterprise-grade chips. The official price increase notice has not yet been formally issued, but prices on the channel side have already begun to move, with several agents confirming the aforementioned price increase signals. One agent from SK Hynix stated that prices are increasing daily and observed that the second-hand recovery prices are continuously rising, driving overall quotes upward; the price adjustment path involves provincial agents adjusting prices weekly, with the prices of agency products being passed down further.One agent from Samsung indicated that this round of price increases is not a universal rise across all categories, but is mainly concentrated on the DRAM contract side and enterprise-grade SSDs at both the manufacturer and channel levels, rather than a comprehensive increase in consumer-grade NAND. This agent noted that the major demand still comes from data centers, while feedback from the grassroots level indicates that demand is generally average. Since the price increases are initially focused on the DRAM contract side and enterprise-grade SSD segment, when prices are transmitted from manufacturers outward, they first reach manufacturing companies and module manufacturers, rather than end consumers.

Ethereum co-founder Vitalik Buterin expressed his disagreement with the strong emotional reaction against the anti-data center movement this week. The core logic is based on algorithmic advancements; now larger and more data centers are needed to complete tasks that could be done in two years with existing data centers in four years (or even sooner). Therefore, even if the anti-data center movement achieves extreme success, it will not trigger any apocalyptic catastrophic consequences.Vitalik pointed out that slowing down the expansion of computing power can buy humanity more time to strengthen responses to the already emerging cybersecurity issues and potential biological risks in the future. At the same time, scientific applications are constrained by many factors beyond AI, so if AI development slows down for a year, the degree of scientific progress slowdown will be much less than a year. Overall, the slowdown in the massive expansion of computing power seems to have a net positive effect, and this judgment does not rely on controversial arguments such as "apocalyptic theories" or recursive self-improvement (RSI).

In response to the recent orders from the Financial Crimes Enforcement Network (FinCEN) of the United States, MEXC's CEO Vugar Usi published an update stating that the platform's deposit and withdrawal operations have been running smoothly, and the team is assisting users in completing transactions. Although there has been an increase in withdrawal volume, the overall situation remains orderly. The KYT service provider Elliptic has confirmed that MEXC Global has been restored to the "exchange" category in its system, and the previous special risk classification has been removed.Vugar Usi stated that MEXC takes the concerns raised in the FinCEN order seriously and intends to engage in constructive contact with FinCEN. The company has also begun an independent review of its anti-money laundering and sanctions controls. The team will continue to focus on addressing the current situation and will share the latest information as developments occur. Previously, the U.S. Department of the Treasury's FinCEN ordered the disconnection of MEXC Global from the U.S. financial system, citing its involvement in transactions related to at least $16 billion in sanctions evasion.

The CEO of the cryptocurrency exchange platform Coinbase, Brian Armstrong, stated that as the CEO of a publicly traded company, he supports the tokenization of the company's stock, as he hopes more people can hold the stock.Brian Armstrong stated that potential new groups of shareholders should not be shut out, as this is not a wise business practice, and connections should be established with customers where they are.

According to PeckShieldAlert, the address marked as the BlueMove hacker has once again cross-chained 193,000 USDC from Ethereum to Hyperliquid and purchased 306.59 XMR at a price of $630.The address also cross-chained 200,000 USDC from Ethereum to Solana via Wormhole, and then transferred back to Ethereum through deBridge, depositing it into Railgun.

According to on-chain analyst PeckShield (@PeckShieldAlert), an address marked as the BlueMove hacker transferred 115,000 USDC from Ethereum to Hyperliquid and purchased 188.25 XMR at a price of $608.43.On July 11, 2026, the AMM protocol BlueMove DEX running on Sui and Aptos was attacked, and the attacker stole 710,670 SUI.

According to Italian crypto media Criptovaluta.it, Italy is discussing the inclusion of an Exit Tax in the new annual budget bill, imposing a tax of up to 33% on unrealized capital gains for holders of crypto assets who move abroad. This tax obligation may arise even if the relevant Bitcoin or other crypto assets have not yet been sold.According to the disclosed draft, this regulation applies to individuals who have been tax residents in Italy for at least 6 out of the past 10 tax years, and whose total asset value reaches 800,000 euros. Taxable income is calculated based on the positive difference between the market value of the assets at the end of the tax year before the tax residency status terminates and the purchase cost.This Exit Tax is not only aimed at cryptocurrencies but also involves other categories of assets, with government bonds proposed to enjoy tax benefits. Currently, the relevant provisions are still in the draft discussion stage and have not yet received formal approval.

Bank of America has removed Apple (AAPL.O) from its preferred list of U.S. stocks.

Glassnode's latest report indicates that Bitcoin has fallen back below the range of $84,000 to $85,000, a range that has blocked price increases four times this year. The inflow of funds into the U.S. spot Bitcoin ETF has significantly cooled, with a net inflow of only about $67 million in the past two weeks; the major buy orders on Binance's spot order book have also shifted down to the range of $78,000 to $79,000, with a scale of about $42 million.Meanwhile, Bitcoin's one-month realized volatility has dropped to about 25%, returning to the levels seen in the summer of 2023; since August, the realized losses triggered by each round of decline have continued to narrow, indicating that selling pressure has eased.Glassnode believes that Bitcoin is currently in a range-bound state with weak demand and limited selling pressure, as the market is focusing on the Federal Reserve's interest rate decision. If the daily close re-establishes above $85,000, it may serve as an initial signal for further rebounds; if it falls below the average cost of active investors around $77,900, attention should be paid to the cost support for short-term holders near $75,800.

According to Gate market data, U.S. stocks opened with the Dow Jones close to flat, the S&P 500 index rose by 0.3%, and the Nasdaq rose by 0.47%. General Motors rose by 3.3%, planning to transfer from the New York Stock Exchange to Nasdaq on November 17. Boeing fell by 2.5%, with Q3 losses greater than expected. S&P Global rose by 4.7%, with Q3 performance exceeding expectations. The Philadelphia Semiconductor Index rose by 1.4%.