三季度以来，外资顶级机构持续关注 A 股市场，尤其对半导体板块表现出浓厚兴趣。淡马锡、红杉资本、贝莱德、高盛、摩根士丹利等知名机构频频出现在多家半导体类上市公司的调研名单中。澜起科技、乐鑫科技、盛美上海等半导体公司成为外资机构重点关注的对象。淡马锡、高盛等机构密集调研澜起科技，重点了解其在人工智能时代的战略布局；而乐鑫科技则吸引了包括贝莱德、施罗德、野村投资在内的多家机构调研，关注公司业绩的可持续性；盛美上海则因其在清洗设备领域的优势技术，引来了花旗、摩根士丹利等多家外资的深入交流。

摩根大通经济学家 Michael Feroli 表示，如果特朗普在 11 月美国大选中获胜，金融市场可能会缓和他对美联储独立性施加的任何潜在压力。虽然美联储有机制避免总统直接干预，但特朗普可能会通过撤换美联储主席等非常规手段施压。尽管如此，法律专家认为此举难以实现。特朗普曾公开表示，总统应在利率政策上有更多发言权。

While Fidelity and BlackRock dominate the performance charts, which ETFs are lagging behind? source: https://ambcrypto.com/blackrock-and-fidelity-lead-the-etf-market-despite-multiple-challenges/

Mike Novogratz, the CEO of Galaxy Digital, recently highlighted a new potential catalyst for Bitcoin's price growth. source: https://cryptodnes.bg/en/bitcoin-could-soar-with-etf-options-trading-says-galaxy-digital-ceo/

According to Cointelegraph, the United States Justice Department and the Securities and Exchange Commission have urged the Supreme Court to greenlight a class-action lawsuit against Nvidia, alleging the tech company misrepresented its sales to cryptocurrency miners. The legal battle, which began in 2018, has now reached the highest court in the US. In an amicus brief filed on October 2, US Solicitor General Elizabeth Prelogar and SEC senior lawyer Theodore Weiman argued that the class-action suit had sufficient details to survive a district court’s dismissal. They emphasized that the Supreme Court should allow its revival by an appeals court. The DOJ and SEC highlighted their strong interest in the case, noting that it pertains to laws designed to limit frivolous securities-related lawsuits. They stated that meritorious private actions are essential supplements to criminal prosecutions and civil enforcement actions by the DOJ and SEC. The class group initially sued Nvidia in 2018, claiming the company concealed over $1 billion in GPU sales to crypto miners and that CEO Jensen Huang downplayed the significance of these sales. They argued that Nvidia’s sales were significantly supported by miners, which became evident when the firm’s sales plummeted alongside the crypto market in 2018. Although the case was dismissed, the group appealed, leading to the Ninth Circuit appeals court reviving it last August. Nvidia subsequently petitioned the Supreme Court to reverse this decision. Nvidia contends that the class-action suit relied on an expert opinion that fabricated information about its business and income. However, the DOJ and SEC rebutted this claim, asserting that it was not the case. The agencies also acknowledged the investors’ rebuttal of Nvidia’s claims, which included evidence from ex-Nvidia executives and a Bank of Canada report alleging the firm understated its crypto revenue by $1.35 billion. Nvidia declined to comment on the DOJ and SEC brief. In a separate amicus brief filed the same day, 12 former SEC officials also supported the investors, arguing that private enforcement of federal securities laws is crucial to the integrity of US capital markets. They criticized Nvidia’s arguments, which they claimed would create rules requiring plaintiffs to possess internal company documents and databases before discovery and to preclude the use of experts at the pleading stage. They stated that neither of these requirements is supported by law or good policy. Additionally, six other amicus briefs were filed on October 2, backing the class group, including submissions from quantitative experts, legal professors, institutional investors, the American Association for Justice, and the Anti-Fraud Coalition.

Bitcoin Spot ETF outflow recorded a net of $54.1M on Oct 3, with FBTC and ARKB seeing outflows, while IBIT had inflows. Ethereum Spot ETF saw a $3.2M outflow. source: https://coincu.com/285568-bitcoin-spot-etf-outflow-hits-54-1m

The DOJ and the SEC say they have “strong interest" in the case and argue that the class-action suit should proceed. source: https://cointelegraph.com/news/us-sec-back-nvidia-crypto-sales-class-suit-supreme-court?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

宽幅震荡终将结束，此时通过"高抛低吸"获利的风险收益比将大幅下降。

The deal to take Terawulf stakes in Bitcoin mine transaction was sealed prior to the expiration of a $0.02 per kilowatt-hour power contract. source: https://coincu.com/285567-25-of-terawulf-stakes-in-bitcoin-mine-sold

Thursday's outflows were led by Ark Invest and 21Shares’ ARKB, which recorded $57.97 million in net outflows. source: https://www.theblock.co/post/319479/us-spot-bitcoin-etfs-record-54-million-outflows?utm_source=rss&utm_medium=rss

The meme-inspired cryptocurrency Dogecoin ($DOGE) has seen its “largest spike in active addresses in the past six months,” as the number of addresses active on its blockchain recently surged to 84,306. That’s according to data from on-chain analytics firm Santiment, first shared by popular cryptocurrency analyst Ali Martinez, who also noted that the Dogecoin network […] source: https://www.cryptoglobe.com/latest/2024/10/dogecoin-sees-record-growth-active-addresses-surge-72-in-major-network-expansion/

Visa just introduced a system designed to facilitate financial institutions issue and manage fiat-backed tokens on blockchain networks

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In just hours, Netflix lost more than 6 million subscribers.

ChatGPT leads the AI market with 25 million searches monthly, while Google’s Gemini lags far behind with only 1.5 million searches, highlighting a significant gap in interest. As the AI landscape evolves, users prefer established names, making it challenging for newer models to gain traction.

Tesla’s "Full Self-Driving" (FSD) technology is rapidly evolving, showcasing impressive capabilities. With each software iteration, it can perform more advanced driving maneuvers, but despite the excitement surrounding these developments, Tesla's FSD continues to lag in critical areas compared to competitors like Waymo and Cruise. Independent tests reveal significant shortcomings in both safety and reliability, suggesting that Tesla’s FSD may still have a long way to go before it can truly rival more mature autonomous systems.

In 1994, Florida jewelry designer Diana Duyser claimed to have seen the Virgin Mary’s face on a grilled cheese sandwich—a discovery she famously auctioned off for $28,000. While the incident made headlines, it also brought attention to an ancient psychological phenomenon known as pareidolia, where people perceive faces or patterns in inanimate objects. But what exactly triggers this tendency, and can machines, with their advancing capabilities, ever experience pareidolia in the same way humans do?

For decades, the pinnacle of financial success on Wall Street was epitomized by investment banking giants like Goldman Sachs and Morgan Stanley. These traditional powerhouses dominated the landscape, influencing markets and guiding the financial world through a blend of expertise, institutional muscle, and global reach. But in recent years, the script has flipped. A new generation of tech-driven trading firms—such as Citadel Securities, Jane Street, and Susquehanna International Group—has quietly risen to outpace the old guard, forever transforming the financial industry.

Durk Kingma, one of the lesser-known co-founders of OpenAI, has announced his move to Anthropic, a prominent artificial intelligence (AI) research lab. Kingma shared the news via posts on the social platform X (formerly Twitter), stating that he would be working primarily from his base in the Netherlands, though he did not specify which department or project he would be joining at Anthropic.

Social media platforms, especially Snapchat, are significantly influencing young consumers' purchasing decisions through creator-driven marketing, with 82% of Gen Z buying products because of influencers. As Facebook declines in effectiveness, brands must adapt to these shifts by fostering genuine connections and embracing creativity in their marketing strategies.