AiCoin Daily Report (November 7)

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AICoin2025/11/07 06:20

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By:AiCoin

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1. Fed's Milan says a 50 basis point rate cut may occur in December, October US layoffs hit a 20-year high prompting Fed to turn hawkish

Fed Governor Milan stated that he expects the Fed to cut rates in December, with no need for a 75 basis point cut or to make up for previous insufficient cuts. He hopes to reach a neutral interest rate with steps of 50 basis points each, while many colleagues prefer adjustments of 25 basis points per step. -Original

2. JPMorgan says Bitcoin's fair value is $170,000, based on gold investment model analysis

Based on a gold investment model, JPMorgan stated that Bitcoin's fair value should be $170,000. The bank used risk capital indicators to analyze and believes that Bitcoin should reach two-thirds the scale of private gold investment, higher than the current level of about $102,000. -Original

3. JPMorgan predicts Bitcoin may rise to $170,000 in the future, driven by factors such as leverage reset

The JPMorgan analyst team stated that Bitcoin may rise to around $170,000 in the next 6 to 12 months, due to factors including leverage reset and improved volatility of Bitcoin relative to gold. Analysts pointed out that the crypto market has recently pulled back about 20% from its highs, with the largest liquidation event in crypto history occurring in the perpetual contract market on October 10, and another smaller-scale liquidation on November 3. Analysts believe the November 3 liquidation was related to shaken investor confidence, as the Balancer protocol in the DeFi sector suffered a vulnerability attack exceeding $120 million, raising concerns about protocol security in the market. -Original

4. BlackRock deposits 4,652 BTC and 57,455 ETH into Coinbase, with a total value of about $673 million

BlackRock has deposited 4,652.87 BTC into Coinbase, valued at about $478.51 million at current market prices, and also deposited 57,455 ETH, worth about $194.86 million. The above data, monitored by Onchain Lens, shows BlackRock's continued expansion in the crypto asset sector. -Original

5. Justin Sun withdraws 45,000 ETH and stakes it on Lido, worth about $154.5 million

According to Arkham data monitoring, Justin Sun withdrew 45,000 ETH from the AAVE platform today, worth about $154.5 million, and staked all of it on Lido. Previously, the total value of Ethereum held in his public wallet had reached $534 million, surpassing the value of his TRX holdings ($519 million). -Original

6. JPMorgan says Bitcoin is more attractive than gold, with significant upside potential after deleveraging

JPMorgan stated that Bitcoin has significant upside potential after experiencing major deleveraging, and considers Bitcoin more attractive compared to gold. -Original

7. Circle mints 750 million USDC on Solana network, total issuance reaches 5.25 billion USDC

On November 7, Circle minted 750 million USDC on the Solana network. According to monitoring data, since October 11, Circle has minted a total of 5.25 billion USDC on the Solana network. -Original

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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The main concerns focus on three major issues: management claims an annual price of $20-25 million per megawatt, while actual financial data shows only $9.2 million; independent calculations by two institutions both indicate a financing gap of about $33 billion; by 2028, the market will see an influx of 55 gigawatts of new computing power, 20 times CoreWeave’s own capacity. With current debt at $46.9 billion and equity only $4 billion, and no free cash flow within this decade—the question of whether its scarce performance can last until the loans are repaid is something even strong quarterly reports cannot answer.

华尔街见闻•2026/11/12 06:18

CoreWeave's quarterly report hits record highs, but Bernstein and HSBC still maintain "sell" ratings

The AI boom may follow the path of the 19th-century railway bubble, and builders may not be the ultimate winners

Goldman Sachs analyst Bobby Molavi compared the current situation to the 19th-century British railway mania: 500 companies spent more than the nation's annual income building 8,000 miles of railway, with most early investors losing out, while the real beneficiaries were the later "passengers." He pointed out that the current AI craze is driven by both debt and momentum, and that the S&P 500’s forward P/E ratio of 18x is only "a bit cheaper." Whether the builders can retain value is uncertain, and history does not offer an optimistic answer.

华尔街见闻•2026/11/12 03:56

The AI boom may follow the path of the 19th-century railway bubble, and builders may not be the ultimate winners

If Anthropic's IPO goes smoothly and the stock price rises next week, then everything remains the same for AI. Otherwise, some companies will go bankrupt.

The shrinking valuations of two major giants have triggered a chain reaction—investors are adopting more conservative revenue multiples for AI startups and are directly halting high-valuation financing for companies with zero revenue. Multiple venture capital firms have advised their portfolio companies to lower valuation expectations and to quickly build up cash reserves. Market participants warn that the outcome of Anthropic’s IPO will be a barometer for the industry: if successful, the boom will continue; if it fails, some companies may face elimination.

华尔街见闻•2026/11/12 03:46