IRAN'S FOREIGN MINISTER SAYS TEHRAN'S SEVEN DAYS PROPOSAL TO RE-OPEN STRAIT OF HORMUZ IS STILL ON TABLE - ARAQCHI'S TELEGRAM CHANNEL
(@WalterBloomberg)

IRAN'S FOREIGN MINISTER SAYS IF US COMPLIES WITH IRAN'S CONDITIONS STRAIT CAN BE OPEN WITHIN 6 DAYS, TALKS RESUME ON 7TH DAY - TELEGRAM CHANNEL
(@WalterBloomberg)

망했나?

망했다?

$CRWV - HSBC WARNS COREWEAVE IS SPENDING BILLIONS TO DESTROY VALUE

HSBC maintains its Reduce rating on CoreWeave, with a $39 price target implying 36% downside.

The bank estimates CoreWeave's 2026–2030 return on invested capital at 8.9%, below its borrowing costs.

With over $51 billion in debt and slowing AI revenue growth, HSBC warns further investment could destroy shareholder value.
(@WalterBloomberg)

바클레이즈: 코어위브로 AI 사이클 전체를 걱정하는 건 과도

• 2023년 SVB 사태에 비유

=====================

~ "In 2023, markets extrapolated regional bank issues to the US economy," he wrote in a note to investors, referring to the troubles that ultimately took down Silicon Valley Bank in the spring of that year. "It was a mistake. Similarly, investors shouldn't extrapolate recent challenges for CoreWeave debt to a view on the entire AI capex cycle."

~ "So in the most extreme bear scenario — CoreWeave stops spending entirely — we lose about 4-5% of total AI capex. If its spend merely halves, which might be a more realistic downside, the impact is 2%. On a trillion-dollar-plus 2027 estimate, that's $20bn. Not nothing. But not the cycle."

https://www.businessinsider.com/coreweave-bonds-ai-investing-stocks-bonds-crwv-barclays-2026-10

🟢 GRVT 2.0 발표 및 토큰 바이백 선언

-GRVT는 기존 Perp DEX에서 나아가 예치, 투자, 거래를 하나의 잔고로 하는 앱으로의 확장 선언

-또한 토큰 바이백 구조를 도입하며 '매 월' 진행할 예정이지만 규모 및 시점은 재단의 재량에 맡겨짐

-매출 총이익의 일부로 현재 유통량의 1%에 해당하는 110만 $GRVT를 매수 후 소각 완료

-10월말 Grvt Earn 출시, 11월 Stable Funding Perps 및 Earn 활용 추가, 11월말 GRVT 2.0 출시 및 2027 로드맵 공개 예정

https://grvt.io/blog/v2/the-road-to-grvt-2-0-starts-with-the-token

Onchain Platform Arkham To Stop Providing Full Transaction History And Filtering To Non-Enterprise Users: Blog

🔗 velo.xyz

[Financial Juice] 이란-미국 회담 지속, 거래 임박 보도는 사실 아냐 - 관계자

📰원문/번역 ⚔️전쟁 상황실 📲앱 다운로드

[마켓 추가] 카피보보(PYBOBO) 원화 마켓 추가
https://feed.bithumb.com/notice/1655301

대한민국 2등 거래소의 품격과 철학이 보이는 상장이군요

2021년 생각나요

Qatar, Pakistan, Indonesia, and Turkey sign a defence MOU.

ICYMI: North Korea to resume propaganda loudspeaker broadcasts toward South Korea

와정 말 무 섭 다!

PHP 공격 요약 미쳤네

US OFFICIAL: RUSSIANS ACCEPTED US PROPOSAL FOR A TRILATERAL MEETING WITH UKRAINE
(@WalterBloomberg)