金十数据11月11日讯，马斯克在特斯拉（TSLA.O）的1万亿美元薪酬方案消除了一个巨大的悬而未决的问题——即该公司最高执行官可能离开，去其他地方开发实体AI产品。尽管1万亿美元的标题价值令人震惊，但Truist分析师在一份研究报告中表示，这份薪酬方案更多是关于通过投票控制权来确保马斯克的领导地位和影响力。我们相信马斯克的新薪酬方案与股权利益高度一致，因为它只有在公司实现不断更高的市值水平和一系列运营目标的情况下才会授予，分析师写道。我们注意到，如果马斯克的所有奖励都被授予，股价可能会比今天高出384%。

Sequoia Capital leader Roelof Botha announced his resignation, with Alfred Lin and Pat Grady succeeding him, due to dissatisfaction from three senior partners with his management style, believing his emotional intelligence and intelligence are mismatched, drawing attention from the investment community.

Jin10 Data, November 9th: Analysts say that technology giants are extremely concentrated in benchmark markets in the Asia-Pacific region. The top five stocks in the Nikkei 225 index account for about 38% of the total weight. "If there are any issues with the AI or semiconductor boom, the Nikkei index will plunge immediately," said Takehiko Masuzawa, Head of Stock Trading at Phillip Securities Japan. "I do believe we will continue to see more corrections and increased volatility."

Golden Ten Data, November 6 — According to informed sources, SoftBank Group considered acquiring U.S. chip manufacturer Marvell earlier this year. If the deal had gone through, it would have been the largest semiconductor industry merger and acquisition in history. Reports indicate that SoftBank founder Masayoshi Son has viewed Marvell as a potential target for years, as part of its strategic focus on artificial intelligence hardware. Several months ago, SoftBank engaged in discussions with Marvell, but the two sides could not reach an agreement on the terms. Sources say that SoftBank originally planned to merge Marvell with Arm, the chip design company controlled by SoftBank. Although there are no current substantial negotiations underway, some believe SoftBank may revisit its interest in the future. Marvell's stock has fallen 16% this year, with a market value of approximately $80 billion. In contrast, Nvidia, Broadcom, and Arm have all seen significant stock price increases this year, with Arm's current valuation around $170 billion.

Golden Finance reports that Jupiter community member @MINHxDYNASTY praised the project for major changes, including reducing the staking unlock period from 30 days to 7 days and downsizing the DAO. Jupiter co-founder meow responded on X (formerly Twitter), saying, “Exactly, and thank you very much for this message — your judgment is 90% on point. The past few months have indeed been particularly tough, but as you said, sometimes you have to seriously reevaluate what isn’t working and readjust your strategy. I want to say that the issue isn’t that these things are considered “afterthoughts,” but rather that we’ve tried too many different directions, and these attempts haven’t created the synergy needed for product and community growth. Regarding the token burn, I personally feel regretful, but for token holders, it’s an important step toward restarting our relationship. As for the community restructuring, I also feel the same way...”

Foresight News reported that Arthur Hayes stated that when people in the encryption industry ask him how he is doing, he only responds with "ZEC."

Jin10 data reported on October 22, since October, the Hong Kong stock market has continued to fluctuate and adjust, with the Hang Seng Index dipping from 27,000 points to nearly 25,000 points. On October 21, the market welcomed a rebound, with the three major indices opening high and rising, and the industrial and non-bank financial zones performing strongly. It is worth noting that although the market has been adjusting continuously this month, southbound funds still maintained a net inflow. Industry insiders indicated that the incremental southbound funds are still in the process of entering the market and are expected to continue to provide support, and the short-term fluctuations in the Hong Kong stock market have not changed the long-term upward trend.

Golden Finance reports that senior White House officials say there are no plans for a meeting between Trump and Putin in the near future.

Due to the U.S. government shutdown leading to missing key data, investors will focus on the delayed release of inflation data to assess the Intrerest Rate outlook. Analysts say that if the data meets or falls below expectations, it may increase expectations for future policy easing, thereby putting downward pressure on yields and the dollar.

On October 18, Trump held closed-door talks with Zelensky, with a tense atmosphere, discussing Ukraine's request for long-range missiles. Trump suggested a ceasefire between Russia and Ukraine and claimed victory.

Trader Eugene Ng Ah Sio commented on Friday's events, pointing out that the alts market may have come to an end, and that long-short strategies are no longer effective in the crypto market. There is a risk of a chain reaction, but its severity is uncertain, and he expressed his farewell to the encryption treasury companies.

According to Foresight News and Decrypt, sources say that Polymarket plans to launch its native encryption token, but it is not expected to be released in the coming months. The sources indicate that Polymarket does not intend to release its token before regaining a foothold in the US market, which is currently dominated by competitor Kalshi.

BP unexpectedly won an arbitration against Venture Global, adding positive factors for the company's turnaround. The company accused Venture Global of refusing to deliver liquefied natural gas after the Russia-Ukraine conflict. Analysts say BP will seek more than $1 billion in compensation, although this amount has limited impact, it aligns with its successful restructuring and exploration direction.

Jin10 data reported on October 10, data shows that the volatility of the Indian Rupee against the US Dollar has sharply quieted down this month, with the volatility index dropping to its lowest point of the year. Despite facing record outflows of stock funds and the highest US tariffs in Asia putting pressure on the local currency, the situation remains the same. Currency traders point out that potential interventions by the Central Bank – including in offshore markets – are a key reason for the decline in volatility. After hitting new lows multiple times this year, the Rupee is currently stabilizing below the 89 mark, which traders say further confirms the possibility of intervention by the Indian Central Bank.

Jin10 data reported on October 9th, sources say that Hamas has agreed to a ceasefire protocol in Gaza. According to reports from Egyptian news channels and other media citing Hamas sources, both Israel and Hamas will sign the Gaza ceasefire protocol in Egypt on the 9th. Currently, neither Israel nor Hamas has commented on this.

Jin10 reported on October 9th that, according to AXIOS, U.S. Secretary of State Rubio stated on Tuesday that if an agreement to end the Gaza war is reached, Trump may travel to the Middle East. Rubio told reporters on Capitol Hill, "The president has to make a decision, but I expect that if the timing is right, he would be interested in doing so. Good progress was made today, and things are moving in a positive direction, but there is still some work to do."

Golden Finance reports that Indian Central Bank officials say the risks of asset tokenization are controllable and can be addressed through regulatory safeguards.

Jin10 data, October 7th, European Central Bank President Lagarde stated on Monday local time that although the inflation outlook still faces more uncertainties than usual, the fluctuation range of inflation risk in the eurozone has narrowed. In a speech to European Parliament members in Strasbourg, Lagarde said: "We can say that the process of disinflation has ended." "The inflation outlook in the eurozone remains more uncertain than usual, and the global trade policy environment continues to fluctuate, which may either push inflation up or suppress it," Lagarde stated, "but at the same time, with the continuous acquisition of new information, the bidirectional fluctuation range of inflation risk has also narrowed."

Jin10 data reported on October 4th, sources say that the German Ministry of Economy has raised this year's economic growth forecast from the previous 0% to 0.2%. It is expected to grow by 1.3% next year and 1.4% in 2027. Since the outbreak of the COVID-19 pandemic, the full-scale outbreak of the Russia-Ukraine conflict, and the imposition of tariffs by U.S. President Trump, this largest economy in Europe has seen almost no growth.

Jin10 reported on October 3 that, according to U.S. media, the highest commander of the U.S. Air Force Global Strike Command, Thomas Bisi, announced his retirement via his personal Facebook account on September 30, citing "personal and family reasons." The commander of U.S. Special Operations Command, Brian Fenton, also announced he would leave on October 3. On the 30th, U.S. Secretary of Defense Lloyd Austin gathered nearly 1k U.S. military generals for a meeting and stated, "If what I say today makes you feel disheartened, then you should do something honorable — resign."

Jin10 data reported on October 3, that on October 2, Russian President Putin accused the "ruling elite of the EU" of inciting hysteria regarding the issue of "a possible war with Russia" during the plenary session of the 22nd annual meeting of the Valdai International Discussion Club. Putin dismissed the claim that "Russia will one day attack NATO member countries" as "incredible," stating that those who fabricate and spread such statements "don't even believe it themselves." He expressed that he only wants to say to the "ruling elite of the EU": "Calm down, sleep well, and pay more attention to your own issues."

On September 30, Jin10 reported that U.S. President Trump criticized the design of American military equipment. Trump told military officials, "I don't like some of the ships you are building. I am a person who cares a lot about aesthetics. From an aesthetic point of view, I don't like some of the ships you are building. They say, 'Oh, this is stealthy.'... To prove it is stealthy, you don't need to build an ugly ship."

PANews September 30 news, Fed Collins: Artificial intelligence is a general-purpose technology with broad and far-reaching potential impacts. Artificial intelligence will have disruptive effects, but it is difficult to say specifically how.

The corporate development director of Brazil's largest crypto exchange, Mercado Bitcoin, stated that about 10%-15% of corporate clients hold crypto assets, mainly for long-term reserves, using Bitcoin to hedge market risks rather than for speculation. These companies follow stablecoins, and increased participation helps to drop market volatility.

According to ChainCatcher news, Jin10 reported that Fed official Daly stated that it is difficult to assert when further interest rate cuts will be implemented immediately, later this year, or at any specific time.

Gold prices on the US market have pulled back to $3720 per ounce. Analysts point out that the market is taking profits, especially in tech stocks and US dollar short positions. Despite gold prices having risen nearly 50% this year, the pullback is seen as a healthy adjustment, and the market needs to consolidate before challenging $4000 again. Retail investors are starting to follow gold stocks.

According to ChainCatcher news, on-chain analyst Ai Yi (@ai9684xtpa) monitored that Binance contract smart money "Never Say Die George" opened a long position of 14,402 SOL at a price level of $210.73, worth approximately $3.024 million, with a leverage multiplier of about 10 times, and a liquidation price of $192.67. This trader previously incurred a loss of $3.54 million from an ETH long order.

BlockBeats news, on September 24, Fed Chairman Powell stated that the Fed never considers political factors. Many people do not believe us, many say we are motivated by political reasons, which is pure nonsense; our decisions "are never based on political factors." (Jin10) Previously, President Trump had pressured Powell and the Fed multiple times to force the Fed to cut interest rates.

Jin10 reports that South Korea's Central Bank committee member HWANG: It is expected that there will be another interest rate cut this year, but it is hard to say whether it will be this time or next time.

PANews September 23 news, according to Bloomberg, influenced by the market's expectations that Binance's former CEO Zhao Changpeng (CZ) may receive a presidential pardon from the United States, the BNB Token reached a historic high of $1083 on Sunday. Previously, Zhao Changpeng served four months in prison due to a $4.3 billion settlement with U.S. authorities. Analysts say that the expectations of a pardon and favourable regulatory conditions in the U.S. have driven the rise of BNB. BNB is currently the fifth largest Crypto Asset by market capitalization.

Golden Finance reports that sources say the deal with NVIDIA will not change any of OpenAI's computing power plans, including its collaboration with Microsoft (MSFT.O) or its efforts to develop chips independently.

According to Golden Finance, as reported by Cointelegraph and Reuters, EU finance ministers have reached an agreement with the European Central Bank on the digital euro roadmap, allowing finance ministers to have a say on the issuance launch and holding limits.

According to a report by Jinse Finance, Meta CEO Mark Zuckerberg stated that he is willing to invest heavily to ensure that the company does not fall behind in the AI field. In a podcast aired on Thursday, he mentioned that an AI bubble is "very likely" to occur, but the greater risk for Meta is hesitation. "If we ultimately waste 100s of billions, I think that would obviously be very unfortunate. But what I want to say is that I actually think the risk on the other side is greater." He added that if a company develops too slowly and the arrival of artificial superintelligence is earlier than expected, it will be at a disadvantage in what he considers the most important technology, which will be able to enable most new products, innovations, value creation, and history. Zuckerberg further stated, "The risk, at least for a company like Meta, may be not being aggressive enough, rather than being too aggressive."

ChainCatcher news, the Bitcoin BTC seller risk ratio has fallen below 0.1%. Analysts say that when this ratio drops to this level, it may indicate a local bottom, Accumulation phase, and lower selling pressure.

According to ChainCatcher news and Jin10 reports, Goldman Sachs strategists say that the stock market has begun to ignore weak labor data and expects stock prices to accelerate again next year. David Kostin's team pointed out that this week's expectations for Fed rate cuts will further support the stock market, with investors optimistically believing that the recent slowdown in the labor market will only be temporary. It is estimated that for every 100 basis points change in labor cost growth, there will be a 0.7% impact on the earnings per share of the S&P 500 index.

According to a report by Axios, a U.S. political news website, on September 11, after Israel launched an attack on Qatar on the 9th, U.S. President Trump had a phone conversation with Israeli Prime Minister Netanyahu. Sources say Trump urged Netanyahu to commit to no longer attacking Qatar. On the 10th, Prime Minister Netanyahu accused Qatar of funding Hamas and providing shelter for the leadership of the Palestinian Islamic Resistance Movement (Hamas), demanding that Qatar expel the Hamas leadership or hold them accountable, otherwise Israel would take action on its own.

Jin10 data September 11 news, analysts say the European Central Bank will keep the deposit interest rate unchanged at 2%, in line with expectations. The bank emphasizes that the current inflation rate is about 2%, and new forecasts show that it will also be close to the 2% target level by 2027. The inflation forecast is slightly lower than previously anticipated, but not by much, and the economic growth outlook is similar to that of June. As the market expects, the European Central Bank reiterates that there are no guidelines for any future decisions, and it "will follow a data-dependent and meeting-by-meeting approach to determine the appropriate monetary policy stance."

According to ChainCatcher news and Jin10 reports, a Reuters survey shows that all 64 economists surveyed expect the Fed to lower the federal funds interest rate by 50 basis points this year, while 40 say it will be lowered by 75 basis points.

According to Foresight News, Jin10 reports that sources say stablecoin issuer Figure plans to increase its IPO scale, intending to raise its shares from 26 million to 31.5 million, and the IPO price range is adjusted from $18 to $20 to $20 to $22.

Golden Finance reports that analysts indicate that the dilution of Sharplink's stock has raised concerns among investors, as the earnings obtained through staking cannot easily compensate for their losses. Therefore, investors have reacted lukewarmly to Sharplink's plan to stake Ethereum on Linea. After announcing the plan to stake ETH on Linea, Sharplink's (SBET) stock price fell by 11%, with the current trading price at $15.73. 82.5% of users on the prediction market platform Myriad doubt that the company can achieve its goal of 1 million ETH by September 16. Analysts say that the large issuance of new shares to purchase Ethereum is diluting the stakes of existing investors, which greatly reduces the attractiveness of the stock.

Golden Finance reports that U.S. House Speaker Johnson told CNN that after the first rumors of Epstein's crimes surfaced, Trump became an FBI informant in the Epstein case. Johnson told reporters: "Trump did not say that Epstein's actions were a scam; it was a horrible, indescribable evil. He believes that himself. When he first heard the rumor, he kicked him out of Mar-a-Lago. He was a federal informant trying to expose crimes." (Zhitong Finance)

Golden Finance reports that sources say Alphabet (GOOGL.O) subsidiary Google will face EU antitrust fines later on Friday due to its advertising technology practices.

On September 5, Jin10 reported that former chief economist of the Bank of Japan, Takahiro Sakane, stated that the market is increasingly speculating that the Bank of Japan may raise interest rates in October, which underestimates the level of uncertainty brought by Trump's tariff policy. He said, "What I want to say is that the uncertainty may be greater than market participants imagine. If I were still the chief economist of the Bank of Japan, I would say no to determining the impact of tariffs before October." Before Takahiro Sakane's remarks, signs of economic recovery prompted economists to list October as the most likely time for the Bank of Japan's next interest rate hike. The veteran economist stated that he would not completely rule out the possibility of an interest rate hike, as a range of factors including the Exchange Rate would influence this decision. However, it is difficult for authorities to assert that economic risks have fully receded by then.

Weng Xiaoqi, CEO of New Fire Technology, stated that DAT, Crypto Assets ETF, and traditional exchanges are all entry points for funds into the crypto market. As cryptocurrency trading gradually becomes lighter, DAT has become a convenient way for traditional investors to enter the crypto world. However, the recognition of DAT by Hong Kong regulators is not high, and market participants need to actively lobby.

According to Jin10 data on September 1, analysts say that the Reserve Bank of India may purchase bonds in the Secondary Market or refuse bids at auctions to curb the largest bond dumping in over three years. Economists at ICICI Securities Primary Dealership, led by A. Prasanna, wrote in a report that the Central Bank "should be somewhat concerned about the speed of the rise in yields." He stated that the Central Bank "should release a moderate signal through statements or small-scale purchases in the market to ensure the smooth operation of the bond market."

BlockBeats news, on September 1, Eric Trump, the son of Trump, was asked in an interview whether he is considering running for president. He stated that he does not rule out the possibility of running for president of the United States in the future, but is not yet prepared to give a definitive answer. He said, "I didn't say no, but I didn't say yes either." Eric Trump is currently running a Crypto Assets company, and he also mentioned that he enjoys the trade world he is currently in.

Wall Street strategists say that the risk of the French government collapsing has been priced in by the market and will not affect the strong performance of European stocks. Despite the political crisis, the fundamentals in Europe remain solid, with the German economy performing well and the long-term profit outlook improving, supporting the resilience of the stock market.

Jin10 data reported on August 27 that, according to informed sources, during secret talks in Qatar with the Russian oil company, an executive from Exxon Mobil (XOM.N) discussed the possibility of the company returning to the massive Sakhalin project in Russia's Far East if the two governments grant permission in the Ukraine peace process. The Exxon executive has requested support from the U.S. government for the company's return to Russia and has received a positive response. According to senior government officials, Exxon Mobil CEO Darren W. Woods recently discussed this possibility with Trump at the White House. The Sakhalin-1 project is one of Exxon Mobil's largest investments, with the company responsible for operations and holding a 30% stake. Informed sources say that discussions about restoring cooperation between Exxon Mobil and Russian oil accelerated when Trump took office in January this year.

Jin10 reported on August 27 that Trump said on Tuesday that Meta plans to invest $50 billion in a giant data center to be built in rural Louisiana, and he was shocked by the project's cost. "When they say a factory will cost $50 billion, I ask, 'What kind of factory is that?'" Trump said, showing a picture he claimed was given to him by Meta CEO Mark Zuckerberg, which compared the data center to Manhattan to illustrate its scale. "When you see this, you'll understand why it costs $50 billion," Trump said. Meta had previously only publicly stated that its investment in the data center would exceed $10 billion.