Aped Morning Brief | 2026-11-09
2 selected market developments from the past 24 hours. Read the thread below.
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2/2 SpaceX reportedly proposes a $24 billion gas-fired power plant and AI supercomputer at Starbase, per a notice, with a tax incentive hearing set for 9.
nitter.gq/joemccann/status/21196…
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1/2 China extends its pause on 24% tariffs for U.S. imports through Jan. 10, reports say, keeping trade tensions on hold.
t.me/FinancialJuice/145602
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Nvidia's board has launched an independent investigation after reporting that CEO Jensen Huang was targeted by a foreign intelligence effort. Directors say they see no evidence national security or company secrets were compromised.
nvidianews.nvidia.com/news/s…
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ShinyHunters claims it stole 335 million Binance user records, including KYC data, and is demanding $900,000 to stay silent. The claim is unverified and Binance hasn't publicly responded, so treat it as an allegation for now.
nitter.gq/Crypto__Goku/status/21…
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🚨 Binance fait face à une nouvelle menace provenant de hackers, prétendant détenir les données de 335 millions d'utilisateurs...
Ils réclament 900 000 dollars pour ne pas les divulguer.
Dans cette annonce diffusée sur le darknet, 335,9 millions d'enregistrements provenant prétendument de 170 pays sont mis é vente.
Les hackers affirment posséder des documents KYC, des passeports, des mots de passe, des historiques de transactions et même des clés privées de wallets crypto.
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Iran's Revolutionary Guard says it now controls the Strait of Hormuz and warned that vessels breaking its rules could hit mines. The claim comes just as tanker traffic through the world's key oil chokepoint was said to be resuming.
nitter.gq/ShaykhSulaiman/status/…
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WATCH: IRGC SPOX WARNS THE STRAIT OF HORMUZ IS ENTIRELY UNDER IRGC NAVY CONTROL & ANY VESSEL TRESPASSING WILL FACE MINES IN THE STRAIT'S HIGH-RISK AREA
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Aped Morning Brief | 2026-11-08
4 selected market developments from the past 24 hours. Read the thread below.
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4/4 A former Holograph developer was sentenced in Paris to five years over a $12.5 million HLG exploit, per reports, underscoring insider risk in crypto.
nitter.gq/Crypto__Goku/status/21…
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🇫🇷⚖️ Un ancien développeur crypto a créé frauduleusement 1 milliards de tokens, valorisés à 12,5 millions d'euros, avant de les détourner, vient d'être condamné à Paris à 5 ans de prison, dont 2 ans ferme, et 600 000 € d'amende.
Cet Ukrainien installé en France, et connu sous le pseudonyme « Monsieur Personne », avait travaillé sur le protocole Holograph dès 2021.
Après un conflit financier avec l'entreprise, il aurait conservé un accès non autorisé à une fonction d'administration du smart contract. En juin 2024, il exploite ce mécanisme pour générer un milliard de $HLG à partir de rien, les transférer vers son propre wallet, puis répartir les fonds sur plusieurs exchanges avec deux complices. Sur ce milliard de tokens, environ 200 millions ont été revendus, permettant de récupérer près de 1,3 million de dollars.
S'en suit un effondrement du $HLG de plus de 80 %.
Selon l'avocat d'Holograph, la société est aujourd'hui à l'arrêt et prépare sa liquidation.
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3/4 OpenAI president Greg Brockman said JPMorgan signed a partnership to use Codex and OpenAI cybersecurity models, a sign major banks are betting on AI.
nitter.gq/linasbeliunas/status/2…
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OpenAI’s Greg Brockman casually revealed a JPMorgan Chase partnership that hadn’t been announced.
“We just papered a partnership with JPMorgan Chase.”
He says the bank will:
→ Use Codex
→ Use OpenAI’s cyber models “to secure themselves”
→ Deploy its models for knowledge work across the company
The cybersecurity piece is the one to watch here.
Because helping employees write documents is one thing, asking a vendor to help secure a bank means trusting it with a very different class of work.
No financial terms were shared.
But this is a much bigger ambition than giving staff a chatbot.
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2/4 Berkshire's third-quarter operating earnings fell to $12.7 billion, and its roughly $9.6 billion of buybacks show where the excess cash went.
berkshirehathaway.com/news/n…
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1/4 Traders cited reports of up to $95 billion in Treasury debt buybacks over three months, though the link to crypto liquidity remains unproven.
nitter.gq/MaxCrypto/status/21190…
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🔥MASSIVE:
🇺🇸 US Treasury will buy back $95,000,000,000 of its own debt in the next 3 months.
Ignore the short-term pain, as in the long run, more liquidity will get pumped into the markets, sending everything higher.
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Iraq's foreign minister says oil exports through the Strait of Hormuz have resumed after understandings with the US and Iran, putting the cost of the suspension at roughly $60 billion in lost revenue.
nitter.gq/IranIntl_En/status/211…
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Iraq has lost approximately $60 billion due to the suspension of oil exports through the Strait of Hormuz, Iraqi Foreign Minister Fuad Hussein said Saturday.
Hussein told Al Jazeera that Iraq had resumed exporting oil through the strategic waterway following understandings reached with Washington and Tehran.
He also said Baghdad was seeking to resolve its differences with Saudi Arabia "through frank dialogue."
Saudi Arabia said a drone attack on its East-West oil pipeline in September originated in Iraq, a finding later confirmed by Iraqi authorities.
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Aped Morning Brief | 2026-11-07
4 selected market developments from the past 24 hours. Read the thread below.
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4/4 Michigan's preliminary sentiment reading of 51 beat forecasts, per Financial Juice, with inflation expectations easing, a hopeful but early signal.
t.me/FinancialJuice/145328
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3/4 The iShares momentum ETF fell 8.2% Thursday, its worst day since March 2020, a drawdown worth noting for crowded trades, per The Kobeissi Letter.
t.me/thekobeissiletter/8563
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2/4 CryptoSlate reported a Reth state-root flaw forced emergency patches across Ethereum layer-2 networks, with Base saying users were unaffected.
cryptoslate.com/ethereum-sof…
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1/4 The U.S. Treasury says a FinCEN order cuts MEXC off from the U.S. financial system over alleged sanctions-evasion transactions.
nitter.gq/AggrNews/status/211879…
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US TREASURY SAYS FINCEN ORDER CUTS OFF MEXC GLOBAL FROM US FINANCIAL SYSTEM OVER TRANSACTIONS LINKED TO SANCTIONS EVASION BY IRAN, NORTH KOREA, RUSSIA: RTRS
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A Reth state-root bug that could return a wrong result for crafted transactions forced emergency patches across Reth, OP Reth and Base. Base says its state root checked out and no user funds were affected.
cryptoslate.com/ethereum-sof…
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The CFTC told Kalshi, Polymarket and other federally registered prediction markets they can't bar customers by state, giving them 30 days to comply. That directly conflicts with court rulings that forced some to geo-block.
coindesk.com/policy/2026/11/…
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