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Nov 11
10:37

Security researchers at Depi said OpenAI has fixed a Codex vulnerability chain that combined prompt injection, a sandbox escape and access to publishing credentials, potentially putting npm releases at risk. The disclosure does not report that a malicious npm release reached users. OpenAI has not commented on the fix.

CryptoAI × Crypto
10:33

The Federal Reserve is discussing the departure timeline for New York Fed President John Williams, who holds a permanent FOMC vote and is often called the Fed’s third-ranking official. Retirement rules have officials studying whether Williams should leave in 2027 or 2028. The key question is whether his tenure as San Francisco Fed president should count toward a minimum ten-year stint as New York Fed president.

RegulationMacro
10:33

Former Federal Reserve Vice Chair Lael Brainard is leading a new policy group that is pushing a Federal Housing Administration program allowing first-time homebuyers who meet strict underwriting standards to buy a home with a down payment as low as $1,000. The FHA would cover the cost by raising its insurance fees. The proposal is being pitched to Democrats as incoming congressional leaders weigh housing affordability measures.

Macro
10:30

CoreWeave rose more than 21% as US chip stocks rallied, with the Philadelphia Semiconductor Index up over 5%. Nvidia gained 3.14%, Broadcom 5.55%, Micron 10.91%, Intel 7.00%, AMD 5.10%, Qualcomm 0.65%, TSMC 3.38% and ASML 2.22%. The S&P 500 rose about 0.9%, the Nasdaq gained more than 1.3% and the Nasdaq 100 climbed over 1.9%.

AI × CryptoUS Stocks
10:30

Robinhood earned $173 million from event contracts last quarter, exceeding the $120 million it generated from crypto, the company said in its quarterly filing. Most of the growth in event contracts came from sports wagers, which let customers bet on the outcome of a game, an election or another event. The disclosure comes as exchanges such as Kalshi expand prediction markets.

CryptoUS Stocks
10:24

A London trader bought 10,000 SFRZ6 95.75 puts at 7.25 in December 2026 SOFR options, hedging the possibility that market pricing shifts toward a 50-basis-point rate hike ahead of the Federal Reserve’s Dec. 9 FOMC meeting. Current pricing implies about a 28-basis-point hike premium. The December SOFR options expire Dec. 11, two days after the Fed’s rate decision. Cash markets were closed Wednesday for a U.S. holiday, keeping SOFR options flows light.

Macro
10:21

Brent crude gained 2.5% intraday to trade at $93.78 a barrel, while West Texas Intermediate rose 2.0% to $87.77 a barrel. The moves mark a sharp single-session advance in both benchmarks.

Macro
10:20

Nomura now expects the Federal Reserve to raise interest rates in December and again next March, citing U.S. CPI data and hawkish comments from central bank officials. The revised call marks a shift in the brokerage’s rate outlook. The material gave no further details on the specific CPI figures or which officials spoke.

Macro
10:18

CoreWeave shares extended gains to 20% after the company reported strong third-quarter results, with CEO reaffirming demand for AI compute. The stock move reflects investor confidence in the AI cloud provider’s growth outlook.

AI × CryptoUS Stocks
10:15

Bank of America clients bought the dip in US equities last week, with ETF inflows emerging as the largest source of buying, the bank said. The data points to continued appetite for stock exposure even as investors stepped in to purchase shares during a market pullback.

MacroUS Stocks
10:09

Pyth has added real-time Level 1 market data from NYSE Group’s five exchanges to its data marketplace. Clients must license the feed directly with NYSE before they can receive it through Pyth. The addition brings live exchange pricing into Pyth’s oracle and market-data network.

CryptoDeFi
10:02

Chinese Foreign Minister Wang Yi spoke by phone with US Secretary of State Marco Rubio on September 11, exchanging views on China-US relations and presidential interactions. Wang said Xi Jinping’s September visit to the US was smooth and successful, and the two presidents agreed to enrich the new positioning of bilateral ties. He said China’s US policy remains stable and continuous, and offered mutual support for hosting APEC 2026 and the G20 summit.

Macro
10:01

Russian President Vladimir Putin will meet US negotiators Steve Witkoff and Jared Kushner in Moscow on the morning of Nov 12, Kremlin aide Yuri Ushakov said on Nov 11. Kushner, who is also US President Donald Trump’s son-in-law, said earlier in Abu Dhabi that he and Witkoff would travel to Moscow to continue talks aimed at ending the Ukraine crisis.

Macro
10:01

Entrepreneur and investor Duan Yongping has donated RMB 45 million to the education development foundation of Tongcheng High School in Anqing, Anhui province, earmarked for building a multifunctional sports and arts hall. The gift is the largest single social donation the school has ever received.

Macro
10:01

Low-sulfur fuel oil closed up about 2.3% in the night trading session, while fuel oil gained about 2.1%. Caustic soda fell 0.6% and iron ore dropped 1% over the same session.

Macro
09:59

Ukraine’s negotiating delegation member and foreign intelligence chief Umerov said on the 11th that the two-day trilateral talks between Ukraine, the US and Russia concluded in the UAE, with the parties agreeing to a large-scale prisoner exchange but “major differences remain.”

Macro
09:54

Societe Generale strategists led by Roland Kaloyan said European equities have almost no margin for error. The team’s assessment, published in a research note, warns that the region’s stock market offers scant tolerance for disappointment. No specific forecasts or targets were disclosed in the commentary.

MacroUS Stocks
09:51

Iran’s Supreme National Security Council Secretary Rezaei said on November 11 that Iran is determined to build an alliance of eight Persian Gulf coastal states, covering economic and security cooperation across multiple levels. He also warned that if the United States attacks Iran, Tehran’s retaliation would extend beyond nearby US bases to all US long-range facilities, including those from which US aircraft take off.

Macro
09:51

Anthropic perpetual futures exposure across Hyperliquid markets has surpassed $300 million. The Trade.xyz contract alone accounted for $109.4 million, roughly 30% above The Defiant’s Nov. 10 snapshot. The figures span multiple Hyperliquid markets tracking the AI company.

CryptoDeFi
09:49

Nvidia sustainability chief Josh Parker said US hyperscalers accounted for at least 75% of corporate clean energy purchases last year. Parker said Nvidia, which dominates the supply of chips used to train and run AI models, has focused on innovation in areas that improve data center sustainability, especially energy efficiency and water conservation. He said these investments will pay off and that the demand signal from these companies is for more clean technology and more clean energy.

AI × CryptoMacro
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