According to BlockBeats, analyst @ali_charts has identified key support levels for Bitcoin and BNB using the UTXO Realized Price Distribution (URPD) analysis. The analysis indicates that Bitcoin's critical support level is at $82,045. Furthermore, the same method reveals three key support levels for BNB at $853, $660, and $564.

Bitcoin fell below $86,000 after the delayed US jobs data pointed to persistent inflation, chipping away hopes for a December rate cut. source: https://www.theblock.co/post/379862/bitcoin-plunges-below-86000?utm_source=rss&utm_medium=rss

According to BlockBeats, Japan's Prime Minister Sanae Takaichi's cabinet has approved the largest additional spending plan since the pandemic, aiming to alleviate voter dissatisfaction. This decision may unsettle investors closely monitoring Japan's fiscal health, as the yen has fallen to a 10-month low and long-term government bond yields have surged to record highs. On Friday, Japan's Cabinet Office announced that the stimulus package includes 17.7 trillion yen (approximately 112 billion USD) in general account spending. This expenditure is likely to be provided through a supplementary budget, marking a 27% increase compared to the plan introduced by the previous administration a year ago. The overall package amounts to 21.3 trillion yen, with measures ranging from price relief to investment support in key sectors. The substantial scale of price relief funds highlights Takaichi's determination to tackle ongoing inflation, which has heightened voter dissatisfaction and contributed to the downfall of her predecessor. Data released on Friday shows that Japan's key price index has remained at or above the central bank's 2% target for 43 consecutive months, setting the longest record since 1992. The Japanese cabinet plans to approve the supplementary budget for this package by November 28, aiming for parliamentary approval by the end of the year.

Plume announced on Wednesday that Securitize, a tokenization platform backed by BlackRock and Morgan Stanley, had inked a deal to deploy institutional-grade assets on Plume’s Nest staking protocol. source: https://cointelegraph.com/news/rwa-market-growth-forecast-plume-securitize-2026?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

null source: https://x.com/lookonchain/status/1991753698603839571

日本首相高市早苗内阁批准了自疫情以来最大规模的追加支出计划，通过一揽子方案拨付资金以缓解选民不满，但此举可能引发密切关注日本财政状况的投资者的不安，已导致日元汇率跌至 10 个月低点，超长期政府债券收益率则飙升至历史最高水平。日本内阁府周五表示，这项刺激计划包括 17.7 万亿日元（约合 1120 亿美元）的一般账户支出。这些支出很可能通过补充预算提供，较其前任一年前推出的规模跃升 27%。整体方案规模达 21.3 万亿日元，措施范围从物价救济到重点领域投资支持不等。日本内阁计划最早于 11 月 28 日批准为该方案提供资金的补充预算案，并力争在年底前获得国会通过。（金十）

Veteran trader Peter Brandt says that he remains bullish on Bitcoin even after the most recent crash. source: https://u.today/peter-brandt-us-should-crash-bitcoin-to-liquidate-saylor-and-accumulate-btc

MarketPulse 分析师 Christian Norman 表示，美国九月非农就业数据超预期，强化美联储推迟降息倾向。但市场现在存在一个核心疑问：在缺乏数据的情况下，美联储如何能保证做出正确决策？因此，尽管高利率环境本应利空黄金，有迹象表明，市场正开始将黄金视为对冲“政策失误”的工具。万一美联储 12 月决定按兵不动，但后续数据公布后，却被证明不降息是一个错误决定，就很可能动摇市场对美元的信心。相比之下，黄金反而成了更可靠的“避风港”。这目前虽然只是一个次要逻辑，但确实可能为金价提供一些支撑，因为这反映了市场对美联储（在信息不全的情况下）能否精准把控经济的信心正在下降。(金十)

FG Nexus shares fell by over 7% after the company sold its Ethereum stash. source: https://www.cryptopolitan.com/fg-nexus-sells-31m-in-eth-to-fund-buybacks/

据 Coinbob 数据，“Hyperliquid 上 BTC 最大空头”当前持有 BTC 空头仓位 1231.98 枚，杠杆 20 倍，成本价 111,499 美元，未实现盈利 3202 万美元（盈亏率+466.29%），清算价 101,659 美元 ；全仓账户杠杆 4.9 倍，账户总值 2146.9 万美元。

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Pantera认为，加密世界正步入隐私复兴时代，这场复兴融合了开放区块链的理念与全球金融的实际需求。而这一契机也为基于保密性基本原则构建的隐私协议，提供了绝佳背景。

一旦模型被资产化，训练者就有了持续优化的动力，且一旦收益能持续分配，生态就有了自我造血的能力。

美股上演史诗级“高开低走”。加密市场受波及遭重挫。当利好消息无法推动市场上涨时，这本身就成为了一个强烈的看空信号，触发了大规模的获利了结和技术性抛售。

美联储“鹰”派齐发声！库克理事直言“资产价格大幅下跌可能性增加”，哈玛克称额外降息会“增加金融稳定风险”，巴尔和古尔斯比则重申对通胀的担忧。

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Vitalik 往年着重在探讨技术，今年则转向探讨以太坊"存在价值"，反映以太坊正在从基础建设阶段转向定位其在链上的影响力。

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李林等主导的10亿美元以太坊DAT计划因市场走熊搁置、资金退回，其“顺势而为”背后或反映对投资者情绪的考量。

本文主要讨论了比特币和 AI 在未来经济中的作用及其对风险资产市场的影响，并预测了 2026 年市场的趋势。