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On November 12, at the 23rd China International Semiconductor Expo (IC China 2026), Luo Xiaodong, Vice President of Changxin Technology, stated that due to the surge in global computing power demand, the computing power super cycle is entering a new "layered era."Luo Xiaodong pointed out that this layering is first reflected in the growth differentiation of segmented markets. Currently, the server market demand accounts for over 50%, prioritizing high-value scenarios such as AI large models and intelligent computing centers; the automotive market is expected to have a compound annual growth rate of about 30% by 2030; the penetration of AI functions in consumer electronics markets such as mobile phones and PCs is accelerating, but still exhibits significant cyclical volatility characteristics.

Tavi Costa, founder and CEO of Azuria Capital, stated that Bitcoin is currently "severely undervalued," and many previous supporters have chosen to give up. He expects that as the Federal Reserve's interest rate hike cycle comes to an end, both Bitcoin and silver will experience "dramatic volatility."Costa believes that the next decade will be dominated by two macro forces: a weakening dollar and suppressed yields. Against this backdrop, silver and mining stocks have become his favorite hard asset trading targets, and he claims that mining stocks appear to be a macro arbitrage opportunity.He also mentioned that gold has experienced about a 30% pullback during a long-term bull market, and the current situation of silver and Bitcoin is "very similar"; at the same time, he believes that there is no AI revolution without metals, and high-grade silver mines cannot be created out of thin air.

According to The Block, JPYC Inc., the issuer of the yen stablecoin, CEO Noritaka Okabe stated that as more banks face service disruptions, the demand for JPYC stablecoin will rise. Shortly before Okabe made the above remarks, Japan's GMO Aozora Net Bank suspended part of its bank API services after detecting unauthorized communications.Its parent company, GMO Internet Group, experienced a significant cybersecurity incident last month, involving ransom demands following unauthorized access to servers. JPYC is a regulated yen-pegged stablecoin, and the company registered as a money transfer service provider with Japanese authorities in October 2025.

According to PR Newswire, Marble, an institutional multi-asset trading and computing credit company founded by former BitGo and Galaxy Digital executives Matt Ballensweig and Leon Marshall, has announced its launch and completed a $11 million seed round financing, led by Polychain Capital, with participation from institutions such as Maven 11, Ripple, Susquehanna Crypto, Lattice, Blockwall, and several angel investors in the AI field.Marble operates through two business lines. Marble Compute focuses on building private credit channels for AI infrastructure, connecting institutional lenders with neoclouds and GPU operators; Marble Markets builds an institutional trading platform covering digital assets, real-world assets, prediction markets, and computing power.The two founders serve as co-CEOs: Ballensweig was the global trading head at BitGo, and Marshall was the CEO of Galaxy Digital's European operations.

According to Onchain Lens monitoring, Huang Licheng sold 2 BAYC, with a total loss of approximately $87,000.Among them, BAYC 9593 was bought for $62,990 and sold for $15,720, resulting in a loss of $47,270; BAYC 65 was bought for $54,390 and sold for $14,680, resulting in a loss of $39,720.

A Reuters survey shows that about 55% of the economists surveyed, or 56 out of 101, expect that the interest rate hike in December will mark the end of the current tightening cycle, a figure that is basically unchanged from last month.However, 45 economists still expect that the Federal Reserve will raise interest rates at least two more times, including more than half of the surveyed primary dealers, which is consistent with the expectations reflected in market pricing, and believe that the risks to the inflation outlook have not changed since the U.S. midterm elections. Changes in the political landscape are unlikely to quickly alleviate inflationary pressures.Despite market hopes that the nearly 9-month-long Middle East conflict could be resolved, leading to a drop of over 22% in crude oil futures prices from the late October peak, inflationary pressures still persist. A strong labor market, resilient economic growth, and inflation remaining above the Federal Reserve's 2% target for nearly six years all indicate that further tightening of monetary policy is still necessary.Wells Fargo Chief Economist Tom Porcelli stated, "The Federal Reserve's decision-making depends on the upcoming inflation data, which will prompt it to raise rates again. In fact, the Federal Reserve has every reason to raise rates at the October meeting."

According to The Block, DECA Labs, a software commercialization network led by AI agents in the Base ecosystem, announced that it has completed a total of $12 million in financing, with investors including Polychain Capital, Pantera Capital, Accel, and dao5. The new funds will be used to accelerate its agent infrastructure, expand the network, and enhance distribution partnerships.DECA Labs aims to address the oversupply of products resulting from the significant reduction in software development costs due to AI. Its agents do not blindly generate software in bulk but instead identify opportunities from real-time market signals, testing demand thresholds with real buyers before allocating budget, and only assigning development and distribution resources to projects that meet the criteria. DECA stated that its platform waitlist has exceeded 100,000, agents have analyzed over 50,000 market signals, the first batch of products has over 80,000 monthly active users, and products have been developed for brands such as Balmain and Crocs, generating approximately $1.5 million in total revenue to date.

According to a report by Decrypt, due to the long delivery cycle of new gas turbines, AI data center developers are turning to second-hand gas turbines and retired jet engines. Data from the energy consulting firm Wood Mackenzie shows that the average delivery time for new gas turbines in the United States has reached 6 years, with related delivery discussions focusing on 2030 and 2031. Reuters reports that global gas turbine orders have exceeded 100 gigawatts, while manufacturers' annual production capacity is estimated to be only 60 to 70 gigawatts. Siemens Energy, GE Vernova, and Mitsubishi Heavy Industries have all stated that order growth exceeds production capacity.One response is to retrofit gas turbines based on aircraft jet engine technology. AI infrastructure company Crusoe ordered 13 units from ProEnergy in Missouri in April, each with a rated power of 50 megawatts, totaling 650 megawatts, for future data centers in the United States. Equipment brokers and energy analysts say that well-maintained second-hand turbines sell for about $1.5 million to $1.7 million per megawatt, while new ones cost about $2 million to $2.5 million per megawatt.The International Energy Agency expects global data center electricity consumption to increase from 485 terawatt-hours in 2025 to 950 terawatt-hours in 2030, with electricity consumption for AI facilities expected to double during the same period. The U.S. Environmental Protection Agency states that stationary turbines and engines used by data centers must comply with federal air pollution standards. Finnish manufacturer Wärtsilä told Reuters that it has received orders for about 3 gigawatts of gas engine generators from U.S. data centers since spring 2025.

According to OnchainLens monitoring, the Majik associated wallet received 6 payments from OpenSea in the past 15 hours, corresponding to the sale of 6 Bored Ape NFTs, with a total transaction amount of approximately $83,880.The latest payment of about $14,570 was received a few minutes ago. The sold NFTs include BAYC #701, #4898, #6072, #250, #1297, and #4942.

Gate announces the exclusive launch of stock event contracts for 10 popular underlying assets, including NVDA (NVIDIA), AAPL (Apple), GOOGL (Alphabet), MSFT (Microsoft), AMZN (Amazon), TSM (TSMC), SPCX (SpaceX), META (Meta), AVGO (Broadcom), and TSLA (Tesla), fully opening up 5-minute and 15-minute short-cycle bullish/bearish trading.As the first trading platform to support stock event contracts, Gate's product now covers two major sectors: crypto assets (7 types including BTC, ETH, SOL, etc.) and traditional stocks (14 types including Micron, SanDisk, SK Hynix, Yushutech, etc.). The product features no leverage, no margin required, allowing participation by merely predicting short-cycle price direction, and supports early closing for profit-taking and stop-loss. Trading hours cover pre-market, intraday, and after-hours for U.S. stocks (04:00--20:00 ET). Users can log in to the Gate official website or update the app to version 8.36.0 or above to participate.

According to The Block, the stablecoin payment startup Raycash, spun off from the privacy protocol Zama, has launched on the Ethereum mainnet and is currently in the private testing phase. Raycash stated that over 75,000 people had joined the waiting list before the launch, and access will be opened in batches during the private testing period, followed by a full launch.Raycash is built on the Zama protocol and employs fully homomorphic encryption technology to encrypt on-chain balances and transaction amounts. Users can wrap stablecoins 1:1 into tokens under the ERC-7984 confidential token standard for payments and receipts, and earn yields through Morpho, with amounts and balances kept private; the underlying stablecoins can be retrieved through permissionless unwrapping. Initially, the application supports USDC and allows for bank transfers, credit card or stablecoin deposits, and withdrawals to bank accounts, with Ethereum Gas fees handled by the platform in the background, so users do not need to hold ETH.Raycash stated that its wallet is a self-custodial wallet, and confidential tokens do not have freezing or confiscation capabilities at the token level, allowing users to grant viewing permissions to specific parties such as accounting and auditing institutions. Additionally, the Raycard for privacy consumption is under development.

According to monitoring by EmberCN, "Brother Ma Ji" Huang Li Cheng sold 3 BAYC NFTs to raise 17.2 ETH, approximately 36,800 USD, after being liquidated on a long ETH position.He then withdrew 100 ETH (approximately 213,000 USD) from Coinbase. After supplementing his funds, he continued to open a long position of about 690 ETH with 25x leverage, with a position value of approximately 1.479 million USD.

According to the latest global storage market tracking report for the third quarter of 2026 released by market research firm Counterpoint Research, driven by strong demand for AI accelerators and data centers, as well as rising prices, DRAM revenue in the third quarter of 2026 increased nearly fivefold year-on-year.The agency stated that the current market is in a price-driven super cycle rather than a shipment-driven cycle. This quarter, DRAM bit shipments grew by only about 4%, but market revenue has approached $200 billion, approximately five times that of the same period last year.The report noted that AI has transformed storage from a commodity into a scarce high-value resource, with buyers now competing for supply assurance rather than repeatedly negotiating on price. With prices continuing to rise, suppliers are expected to set new profit records in the next quarter.