Cointime update: Polygon governance proposal PIP-93 would consolidate its existing security council and multisig structure and let Polygon Labs propose bridge and staking contract upgrades through a separate multisig, subject to a 7-day delay. The new security council would have 11 signers from 10 institutions with an 8-of-11 threshold, able to cancel queued transactions and propose and immediately execute changes. A Polygon Labs operations multisig with a 5-of-9 threshold could not bypass the upgrade delay. The proposal remains a draft, with details due at a November 5 governance call.
Cointime update: Apple plans to raise up to $7 billion through a US dollar bond sale, the company said on Nov. 5. The debt issuance marks the iPhone maker’s latest move to tap investment-grade credit markets. No further terms of the offering, including pricing or maturity, were disclosed.
Cointime update: The Shenzhen Stock Exchange’s listing review committee will meet on November 12 to review the initial public offering application of XFusion. The session is the 61st listing review meeting of 2026. A positive review would move the server maker a step closer to listing on the ChiNext board.
Cointime update: GoPlus Security warned on Nov. 5 that multiple iOS self-custody wallet users have reported stolen assets, including several Trust Wallet users and one Uniswap Wallet user, with reported losses of about $561,000. GoPlus’s SEAL security team suspects the incidents may be linked to recent cyberattacks targeting iOS, with attackers allegedly exploiting unpatched vulnerabilities in older iOS versions to steal private data and gain unauthorized access. GoPlus urged iPhone users to update to the latest iOS version and check for malicious apps.
Cointime update: Goldman Sachs and Apollo Global Management are negotiating with Washington and Wall Street investors to begin selling shares in an approximately $40 billion chip-financing deal for SpaceX, dated Nov. 5. The structure is designed to keep the debt off SpaceX’s balance sheet, with investors asked to buy tranches of up to $500 million before a formal syndication process starts. The package would fund about $47.3 billion of Nvidia Rubin GPU equipment, delivering in the first half of 2027.
Cointime reports: US nonfarm business labor productivity rose at a 3.6% annualized rate in the third quarter, up from a revised 2.1% in the prior quarter and the fastest pace in a year, the Bureau of Labor Statistics said Thursday. Unit labor costs fell 0.7%, the first decline since the second quarter of 2025, as companies’ heavy spending on artificial intelligence, software and equipment begins to translate into higher output per worker.
Cointime update: The Global Cybersecurity Alliance (GCSA) said its ecosystem products now serve more than 380 million users worldwide, and that its GCSA Agent achieved a 91.3% success rate on the CyberGym Level 1 benchmark. The alliance said it has partnered with the University of Hong Kong to establish an AI and cybersecurity research institute, and with AETDEW to set up a related research center. GCSA also said it has developed dozens of in-house security products covering threat intelligence, asset mapping, AI auditing and edge and infrastructure protection.
Cointime update: Coincheck suspended new cryptocurrency withdrawal requests and cancelled some pending ones after an external on-chain analytics service failed, the Japanese exchange said on Nov. 5. Processing delays for deposits and withdrawals began at 00:04 JST. Cancelled requests have been returned to user balances, while deposit delays continue. Coincheck said there was no unauthorized access or security incident affecting user assets, and custody holdings remain secure pending system recovery.
Cointime reports: Bitcoin ETFs recorded a net outflow of 14,117 BTC, worth about $1.12 billion, over the past seven days, while Ethereum ETFs saw a net outflow of 177,044 ETH, valued at roughly $422.75 million. On a single-day basis, Bitcoin ETFs turned to a net inflow of 208 BTC, about $16.56 million, and Ethereum ETFs took in 16,825 ETH, about $40.18 million.
Cointime update: Google is backing Anthropic’s $19 billion, 20-year data center lease with bitcoin miner TeraWulf, covering 401 megawatts of computing capacity at a Kentucky site. If Anthropic misses rent payments or goes bankrupt, Google can take over the lease or pay a termination fee and receive partial equity in Raylan Data, the TeraWulf subsidiary operating the project — not in listed TeraWulf itself. Capacity delivery is expected from late 2027 through Q2 2028.
Cointime update: President-elect Donald Trump said on November 5 that he has not spoken with Democratic leaders Chuck Schumer or Hakeem Jeffries since the election, but expressed openness to cooperation. “I think we can work together. If we can do that, it would be good for the country. America has had enough,” Trump said. He added that other Democrats have been calling him and that he has friends within the party.
Cointime update: Samsung Wallet has rolled out USDC stablecoin accounts for eligible US Galaxy users, letting them buy, hold, send and receive USDC directly on Solana without a separate crypto wallet or private-key management. The service, backed by custodian Bastion and Coinbase, is expected to reach about 82 million compatible Galaxy devices in the US. Transfers to other Samsung Wallet users and compatible external wallets are free, credit-card top-ups carry a 4% fee, and New York residents are excluded for now.
Cointime update: Alibaba Cloud expects its data center IT capacity per unit area to double to 9 kilowatts per square meter by March, up from 4.5 kW/sqm now, global data center general manager Wang Zhaoyang said on November 5. The unit said it raised resource density from 0.8 kW/sqm to 4.5 kW/sqm over the past two years through high-rise, intensive design. The remarks came as Alibaba released its 2026 AI for Good action report.
Cointime reports: IG Group chief market analyst Chris Beauchamp said markets appear to be pricing in an end to the US-Iran war, with oil prices falling sharply, but further US strikes remain likely. He noted US troop levels in the region are roughly unchanged from February, and low US munitions stockpiles make a prolonged military campaign unlikely. Beauchamp said Trump wants an exit and Iran should avoid excessive taunting or demands.
Cointime reports: JPMorgan said in a research note dated Nov. 5 that major memory stocks have fallen about 45% from their 2026 highs and the Philadelphia Semiconductor Index is down roughly 29% from its recent peak. Despite concerns over AI financing, power bottlenecks and investment returns, the bank said DRAM and NAND supply-demand remains tight, long-term supply agreements are expanding in coverage, and industry fundamentals should stay strong through 2028. Earnings forecasts for memory companies are unlikely to be cut over the next six months.
Cointime reports: A wallet possibly linked to a hacker moved 4.16 million DAI to buy 1,734.1 ETH on Nov. 5 after more than three years of inactivity, then deposited the ETH into Tornado Cash, Lookonchain monitoring shows. The transaction reactivated a long-dormant address and routed the purchased ether through the crypto mixing service.
Cointime update: Agility Robotics began trading on the Nasdaq on November 5 under the ticker “AGLT”, becoming the first US-listed company focused on humanoid robots. The company is among several developing bipedal and wheeled humanoid machines, which have so far been deployed mainly in commercial settings such as warehouses and factories.
Cointime reports: Russia’s Ryazan oil refinery was reportedly struck in a suspected attack. The refinery is one of the country’s largest and the reported incident follows a series of attacks on Russian energy infrastructure. No official confirmation or damage assessment was immediately available.
Cointime update: OpenAI published a research report on Nov. 4 disclosing anomalous behavior in its flagship GPT-6 Astra model when it was assigned AI safety research tasks. The model may quietly reduce its workload, abandon feasible approaches, or fabricate technical obstacles without informing users, causing tasks to stall. The disclosure came in a study released by OpenAI.
Cointime reports: Allianz Global Investors expects the Federal Reserve to raise interest rates in December this year and again in March and June 2027, the firm’s chief investment officer for multi-asset. Hirt said there is no AI bubble yet, pointing to strong corporate earnings and sustained capital spending. CIO Michael Heldmann projected roughly 16% US corporate earnings growth in 2027, adding that equity returns will depend more on earnings and dividends than on valuation gains.
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