pricing

According to on-chain analyst Yu Jin, after Anthropic determined a pricing range of $70 to $78 per share (corresponding to a market capitalization of $1.26 trillion to $1.405 trillion), the largest short position on Hyperliquid for Anthropic continues to increase, with the short position value reaching $70.5 million and an unrealized profit of approximately $1.41 million.Currently, the pre-market contracts for ANT on Hyperliquid are priced at about $104, which is approximately 33% higher than the upper limit of the issuance range of $78. Yu Jin also provided two addresses suspected to be related to this short position (0xecc8..., 0x0b42...).In terms of background, Anthropic plans to issue 825 million shares at a price of $70 to $78 per share, with the financing scale estimated at about $64 billion based on the upper limit; the company previously stated that it expects to finalize the issuance price next Wednesday and begin trading next Thursday, with the IPO already receiving several times oversubscription. The pre-market price is significantly higher than the issuance range, and if the final price is set at the upper limit of the range, the pressure on the short position will continue to accumulate.

After the CPI data was released, the market still expects with 100% certainty that the Federal Reserve will raise interest rates in December.The market has further increased bets that the Federal Reserve will raise interest rates at least twice before the middle of 2027.

Morgan Stanley believes that the market is concerned that the results of the U.S. elections may slow down data center construction, leading to a sell-off of AI-related stocks, which seems excessive. The firm stated that AI spending is likely to continue to expand and noted that the previously expected planning capacity of approximately 5 gigawatts for U.S. data centers in 2028 may be postponed to 2029, rather than being canceled.Morgan Stanley stated that this keeps the spending plans of hyperscale cloud service providers largely unchanged. Analysts said that this delay could extend the AI investment cycle by alleviating supply constraints and supporting pricing; they remain optimistic about major AI beneficiaries including Amazon, Microsoft, Meta, and Google, while also finding opportunities among semiconductor, infrastructure, and software companies.

The Ethereum forum released a draft for "Versioned Opcodes for Gas Repricing." The draft proposes achieving Gas repricing through versioned opcodes while maintaining backward compatibility. Newly deployed contracts must use V2 opcodes and follow the Gas scheduling tables of EIP-8037 and EIP-8038, while existing contracts will continue to use the old scheduling table.The V2 opcode set does not include Gas introspection-related opcodes such as GAS and GASLIMIT; if included, the deployment will revert. The draft also introduces DELEGATECALL_V2, which behaves similarly to DELEGATECALL but requires the target contract's code_version to be greater than or equal to 2, otherwise it fails immediately. This design aims to allow future adjustments to Gas costs without disrupting already deployed contracts.

Indosuez Wealth Management believes that the market's current pricing of the Federal Reserve and European Central Bank's interest rate paths is still significantly more hawkish than the institution's baseline scenario. The institution's strategists Lucas Merrick and portfolio manager Alexander Bell expect that economic growth will remain stable, and inflation will gradually normalize, which will limit the central banks' room for further tightening of monetary policy.The two stated, "However, it may take some time to accumulate enough moderate core inflation and economic growth data to make this scenario a reality. In the meantime, the bond market will remain volatile." The money market currently expects that the Federal Reserve will raise interest rates by about 1.5 times in the next 12 months, while the European Central Bank will raise rates twice.

Cryptocurrency trader Ansem posted that the previous bearish outlook on U.S. stocks was mainly due to the expectation of a pullback in tech stocks, and this trend has begun to manifest. In the recent market adjustment, panic sentiment often quickly reflects in prices, and concentrated selling by investors may lead to prices reaching important support levels faster than expected.Against the backdrop of ongoing uncertainty in AI prospects, geopolitical issues, and the overall market, the market may have priced in more pessimistic expectations than the actual situation. He is currently focusing on price performance near key support levels, believing that as selling pressure eases, market sentiment may quickly shift.

According to official news, Chainlink 24/7 has officially launched. This oracle solution can continuously provide market data for stocks, commodities, and other real-world assets during trading hours, on weekends, and during holidays.Chainlink stated that the previous 24/5 Streams covered the data gaps on weekdays, while 24/7 extends to weekends and market holidays.

On-chain analyst Murphy pointed out that as of October 31, the total supply of short-term holders (STH, entity-adjusted) of BTC is 2.2353 million, of which 1.147 million are in a state of loss, accounting for 51.3%. The holding cost of STH shows a bimodal structure, with 1.145 million concentrated in the high-cost area of $78,000-$86,000 (accounting for 51.2% of the total STH), and 556,000 concentrated in the low-cost area of $60,000-$65,000 (accounting for 24.9%).The reduction of low-cost chips in September was the fastest, with an average daily net decrease of 6,733 coins, which significantly slowed down in October. After the Binance security incident, a reversal occurred: the high-cost chips in the range of $78,000-$87,000, which had been continuously increasing, began to decrease, while the range of $75,000-$78,000 saw a net increase of 90,000 coins within two days. Analysts believe that the black swan event accelerated the turnover and repricing of chips, forming a certain support in the $75,000-$78,000 range, which helps alleviate panic and creates resistance to declines, but is still insufficient to confirm the strength to drive the next round of increases.

Digital asset trading company QCP pointed out in its latest market report that the Federal Reserve, the European Central Bank, and the Bank of Japan all kept interest rates unchanged this week, but the market is still betting that the European Central Bank and the Bank of Japan may raise rates in December. The Federal Reserve maintained the federal funds rate at 3.75% to 4.00% with a vote of 10 to 2 during the October meeting. Federal Reserve Chairman Warsh did not commit to any rate adjustments for December and beyond.In addition, the Federal Reserve announced that there will be no rate votes at one meeting in 2027 and two meetings in 2028, which will only be used to discuss monetary policy strategy. QCP believes that the reduction in decision-making nodes may allow for the accumulation of more economic data between the two meetings, making the market more sensitive to data changes and increasing interest rate volatility and term premiums. The European Central Bank kept interest rates unchanged, citing that previous inflation data had not yet produced second-round effects, but the market still expects a possible rate hike in December. The Bank of Japan also kept interest rates unchanged and stated that inflation has reached the 2% target, with the market pricing in the possibility of a rate hike in December.In terms of technology stocks, shares of Alphabet, Amazon, Meta, and Intel fell after announcing quarterly results, as the market is concerned about current corporate earnings performance and future capital expenditure plans, particularly focusing on the pace and profitability of AI infrastructure investment. In the cryptocurrency market, Binance experienced a significant security incident on Friday morning, affecting approximately $6.3 billion in assets, which initially led to a decline in trading activity in the cryptocurrency market. QCP pointed out that the market gradually stabilized afterward, with participants seemingly viewing this incident as a company-level risk rather than a systemic event affecting the entire cryptocurrency market or infrastructure, with central bank policy uncertainty, concerns over technology companies' capital allocation, and the Binance security incident collectively driving the market to reprice.

The Canton Foundation has approved a grant of nearly 15.8 million Canton Coins to the blockchain oracle provider RedStone, equivalent to approximately 1.55 million USD at the time, for the development of the open-source pricing tool Canton Access and Privacy Standard (CAPS) aimed at institutional clients. This standard is designed to allow institutions to use shared market prices for transaction valuation while not disclosing their agreed settlement amounts to data providers.According to the plan announced on Thursday, RedStone will release reference prices that can be used to calculate transaction values, with initial development covering tokenized funds, private market assets, and structured products. The pricing calculation and authorization module will be released under the Apache 2 open-source license, allowing other data providers to adjust and use it. Viv Diwakar, head of the Canton Foundation, stated that supporting open-source initiatives like CAPS helps establish a shared privacy and authorization framework, enabling multiple data providers to serve the network.RedStone has been providing pricing data for Canton since December 2025 and collaborates with ecosystem participants such as Temple Digital Group. Canton Network previously disclosed that it has connected with over 600 institutions, including Goldman Sachs, DTCC, Bank of New York Mellon, and Franklin Templeton, with a monthly transaction processing volume of approximately 9 trillion USD. CoinGecko data shows that the CC token price is about 0.0979 USD, with a market capitalization of 3.91 billion USD and a trading volume of 23.23 million USD in the past 24 hours.

CryptoQuant analyst BaykusCharts stated that Binance's Ethereum open interest is currently about 5.8 billion USD, which is about half of last summer's peak of over 12 billion USD. On the surface, this looks like large-scale deleveraging, but open interest is denominated in USD, and the ETH price has also dropped by about half during the same period. When converted to ETH, the current open interest is about 2.5 million ETH, close to the peak of about 2.5 million ETH. Therefore, the decline is primarily driven by price rather than traders closing their positions.In terms of funding rates, the significant positive premiums seen in early 2021 and early 2024 have disappeared. After experiencing several periods of negative funding rates this year, it is currently just slightly above zero, with both long and short positions not overly crowded, and longs are not paying significant premiums. Analysis suggests that there is still a large amount of leveraged ETH exposure in the market, but there is a lack of strong directional confidence. This limits the risk of a one-sided liquidation chain reaction, but it also means that any decisive breakthrough in either direction could accelerate quickly. The key signals are: a price increase and a sharp rise in funding rates indicate long crowding; a price decrease and an increase in open interest indicate a growth in short positions.

According to CoinDesk, CF Benchmarks, an index provider under Kraken's parent company Payward, has launched CFB Oracle, which will introduce pricing benchmarks for BlackRock's Bitcoin ETF and CME Group's cryptocurrency futures into blockchain applications.The service provides benchmark data for markets including cryptocurrencies, stocks, bonds, commodities, and foreign exchange, supporting developers in building on-chain index funds, tokenized portfolios, and derivatives products.CF Benchmarks stated that its indices currently serve products representing over $120 billion in assets. CFB Oracle now supports Ethereum, HyperEVM, and Robinhood Chain, with plans to expand to other compatible networks in the future.Payward also plans to use this service for its upcoming U.S. perpetual contract products, providing pricing data for these products, which are still awaiting regulatory approval. The service will compete with oracle providers such as Chainlink and Pyth.

Meta Platforms announced that the pricing for its depositary shares is set at $50 per share.

Bloomberg Markets column Odd Lots released the episode "AI Agents Are Already Changing the Price of Goods" on October 26, subtitled The Future of Fair Pricing. Guest Lindsay Owens from the think tank Groundwork Collaborative stated that the history of price fraud does not support the notion that new technologies will make goods cheaper.Owens mentioned that research from the think tank shows that some consumer-facing AI agents, after understanding users' financial situations, actually recommend more expensive products. Her new book "Gouged: The End of a Fair Price --- and What That Means for Your Wallet" discusses how companies increase charges through data collection and monitoring. This episode also covers AI agents like Meta's Muse, tech companies' claims about agents helping consumers find good deals, and methods of price fraud that existed before the advent of AI.

SpaceXAI plans to launch four Grok pricing plans soon.