Perak berjangka MCX India turun 2,4%, emas berjangka melemah 0,58%, tertekan inflasi AS yang bertahan dan ekspektasi pengetatan kebijakan The Fed.

Mantan CTO Ripple menyebut para peretas sebagai Sick B*stards dan menyindir Stellar $XLM di tengah peretasan Binance senilai $6 miliar. Para peretas dilaporkan membawa kabur lebih dari 233 juta XRP.

Trezor has urged customers who bought hardware wallets through former authorized reseller CryptoBilis since March to transfer their funds, after a report of a suspected implant in a Safe 5 device. The company said on Friday that a customer in Indonesia reported finding an unauthorized circuit board in a Safe 5 purchased on Tokopedia in August. The customer report said the suspected implant could capture information from the screen, including wallet recovery phrases, and send it over a cellular network. Trezor said it had not examined the device and had received no reports of related losses. Chief Commercial Officer Danny Sanders said the company considered the report credible even though the device had not yet reached a laboratory. He said Trezor chose to warn customers before confirmation rather than risk customers losing funds while waiting. A Trezor spokesperson described sales through CryptoBilis as very small and declined to disclose figures. The spokesperson said Trezor had not determined where the suspected tampering occurred and was reviewing its hardware protections. The spokesperson acknowledged that existing safeguards, including packaging and seals, could not provide sufficient protection on their own. Reports of cryptocurrency losses involving Ledger wallets bought through CryptoBilis emerged on October 9. Ledger confirmed that one affected device contained an unauthorized hardware implant. Security researcher Joe Grand said previously that he had warned Trezor in August about tampered Trezor One and Model T wallets. Those wallets had been bought from unauthorized sellers through TikTok and Facebook. Trezor said an earlier statement that it had no evidence of compromised devices concerned only new wallets bought through authorized resellers. At the time, Trezor said its setup checks were designed to detect counterfeit devices and altered firmware. The implant found in a Ledger device sold through CryptoBilis captured screen information without modifying the firmware. An attacker with a stolen recovery phrase can restore a wallet on another device and transfer the funds. Trezor announced on October 13 that it planned to shrink its reseller network.

Long-term government bonds punished holders for much of this year. With yields now high enough, investors are starting to return. After a sustained selloff, global long-term government bonds are again drawing institutional buyers. Yields have climbed to multi-decade highs, and more asset managers believe potential returns are sufficient to offset interest-rate and fiscal risks. The U.S. 10-year Treasury yield approached 5.4% this month, its highest since 2002. Japan 10-year yield reached 3.14%, highest in about 30 years. Higher yields are pulling back investors who had cut long-term exposure. The rebound is visible in returns. Bloomberg data show the global government bond index with maturities over 10 years returned 2.2% in October, well ahead of 1-3 year government bonds, which were nearly flat. That was the first month since February that long-term government bonds outperformed short-term paper. Valuations have become more attractive, and institutional buying has returned. JPMorgan Asset Management, Aegon Asset Management, Ninety One and Allianz Global Investors have refocused on long-term government bonds. Bob Michele, global head of fixed income at J.P. Morgan Asset Management, said long-term bonds had become too cheap, with yields well away from fair levels. He has recently added long-term government bonds in the United States, Australia and Japan. Higher yields improve future holding returns, while recent volatility in technology stocks has pushed some capital toward government bonds. Investors are reassessing the return prospects of heavy artificial-intelligence capital spending, leaving high-valued stocks more exposed. Fund flows reflect the shift. The iShares U.S. Treasury ETF has taken inflows for a second consecutive month. The iShares Core S&P 500 ETF has swung from net inflows to net outflows. Safe-haven demand added to the rally. On Friday, as U.S. technology stocks sold off, Treasury yields fell by at least 4 basis points across the curve; 10-year yields in Australia and New Zealand each dropped more than 5 basis points. The U.S. 10-year yield fell about 37 basis points in October, the largest monthly drop since December 2023. Japan and the UK have also rebounded as supply and demand conditions improve. Japanese government bonds had been pressured by expectations of fiscal expansion, Bank of Japan rate increases and weak demand from traditional buyers. After yields rose to historic highs, foreign institutions began adding exposure again. Prudential Group, Allianz Global Investors and BNP Paribas Asset Management have recently increased focus on or holdings of Japanese medium- to long-term government bonds. The 30-year Japanese government bond yield has fallen nearly 40 basis points from this month high of 4.25%. Japan Securities Dealers Association data show Japanese life insurers have been net buyers of ultra-long government bonds for four consecutive months, and foreign investors for three. UK long gilts have benefited from supply adjustments. The UK Debt Management Office said on Wednesday that gilts with maturities over 15 years are expected to make up less than 7% of issuance this fiscal year, the lowest share since the 1990-91 fiscal year. The plan extends the government push to reduce issuance of long-term, high-cost debt. After the announcement, yields on UK 20-year and 30-year government bonds fell to around one-month lows. Royal London Asset Management has moved to an overweight position in UK 30-year gilts. Craig Inches, head of rates and cash, said yields have risen enough to justify extending portfolio duration. Inflation and fiscal pressures remain unresolved, and the durability of the rebound is still debated. Prices have recovered, but the core risks behind the selloff have not disappeared. Higher energy prices, monetary tightening by major central banks and deteriorating government finances may still force investors to demand more compensation for holding long-term bonds. The Federal Reserve held rates steady this week but raised its assessment of U.S. economic growth. Chair Powell did not commit to a future rate path, leaving investors split on whether the Fed needs more aggressive tightening. In Europe, political and fiscal instability in France continues to weigh on the government bond market. After the European Central Bank held rates steady on Thursday, expectations for potential ECB intervention to curb French bond selling were affected, and some European long-term government bond prices fell again. U.S. fiscal policy is another key focus. Long-term Treasury yields have come off their highs, easing financing pressure on the Treasury. Markets had speculated the Treasury might reduce 20-year and 30-year issuance; several banks expect any changes may not come before 2027. The U.S. midterm elections on November 3 added policy uncertainty. A divided Congress could limit further fiscal expansion. If Republicans unexpectedly retain control of both chambers, markets may reassess spending and inflation risks. Hilary Winn, investment director at AJ Bell, said the current performance is better viewed as a temporary respite than a trend reversal. The firm still favors bonds with higher credit quality and shorter maturities. Oliver Faizallah, head of fixed income research at Raymond James Wealth Management, said economic slowdown and flight-to-safety buying may keep yields suppressed. Fiscal easing or an escalation of conflict that revives inflation could trigger another selloff in long-term Treasuries.

CoinDesk melaporkan, Komisi Sekuritas dan Bursa Amerika Serikat (SEC) memperingatkan bahwa pasar prediksi yang menawarkan kontrak terkait laba dan kinerja operasional perusahaan berpotensi menghadapi tindakan penegakan hukum atas insider trading, penipuan, dan manipulasi pasar. SEC tengah memantau praktik tersebut. Pejabat penegak hukum David Woodcock menyatakan kontrak yang terkait profitabilitas dan data kinerja perusahaan dapat masuk ruang lingkup pengawasan SEC. Regulator baru-baru ini menyetujui opsi Cboe yang terkait metrik kinerja perusahaan, termasuk data laba dan penjualan. CFTC tetap mengatur bursa prediksi terdaftar federal sekaligus berselisih dengan sejumlah negara bagian soal hukum perjudian. Regulator meminta masukan publik tentang cara mendefinisikan derivatif yang mungkin berada di bawah yurisdiksi kedua lembaga. Bloomberg pada 29 Oktober melaporkan, David Woodcock, kepala divisi penegakan hukum SEC, mengatakan lembaganya memantau aktivitas di platform prediksi dan memperkirakan akan mengambil tindakan atas potensi pelanggaran sekuritas. Woodcock mengatakan, “Kami memantau ini dengan ketat. Kami harus siap bertindak jika ada pihak yang melakukan penipuan atau pelanggaran sekuritas lain, dan saya yakin kami akan bertindak.” Ia menambahkan, tindakan penegakan hukum “pasti akan terjadi di masa depan,” tetapi tidak menyebut perusahaan tertentu atau mengumumkan tuduhan baru. SEC Beralih ke Pasar Prediksi yang Terkait Laporan Laba Perusahaan Pernyataan Woodcock terutama menyasar kontrak yang memungkinkan trader bertaruh pada hasil keuangan atau indikator kinerja utama (KPI). Produk ini dapat terkait laba kuartalan, data penjualan, atau metrik kinerja operasional perusahaan terbuka. SEC mengatur pasar sekuritas, sedangkan CFTC mengawasi banyak kontrak derivatif. Jika hasil kontrak bergantung pada perusahaan terbuka, pasar prediksi dapat memunculkan pertanyaan tentang otoritas regulator yang berwenang. Regulator sebelumnya menyetujui proposal Cboe Global Markets terkait opsi biner yang terikat metrik kinerja perusahaan. Kontrak itu memungkinkan trader mengambil posisi atas hasil seperti laba per saham Citigroup atau pendapatan penjualan iPhone Apple. Dalam perintah persetujuan, SEC menetapkan instrumen yang diusulkan merupakan opsi sekuritas menurut hukum federal. Keputusan itu hanya berlaku untuk produk spesifik Cboe dan tidak berarti setiap kontrak yang melibatkan kinerja perusahaan otomatis berada di bawah yurisdiksi SEC. SEC dan CFTC Mencari Aturan Lebih Jelas Kedua lembaga federal itu telah mengkaji penerapan hukum derivatif yang ada terhadap produk keuangan yang lebih baru selama beberapa bulan terakhir. Pada Juni tahun ini, SEC dan CFTC meminta komentar publik atas definisi swap, swap berbasis sekuritas, dan produk yang memiliki ciri keduanya. Perhatian mereka mencakup pemantauan pasar, kolaborasi penegakan hukum, dan penanganan kontrak yang mungkin berada dalam yurisdiksi pengaturan yang tumpang tindih. Ketua SEC Paul Atkins mengatakan kedua lembaga ingin menetapkan aturan yang lebih jelas untuk produk berbasis peristiwa, termasuk skenario ketika bursa keuangan tradisional dan platform perdagangan baru menawarkan instrumen serupa. CFTC kemudian menerapkan langkah pengaturan tambahan. Pada 19 Oktober, aturan sementara berlaku yang mengecualikan produk perjudian bergaya kasino dari definisi swap. Rancangan aturan lain akan secara eksplisit memasukkan kontrak peristiwa tertentu terkait olahraga, politik, budaya, dan cuaca ke dalam definisi swap. Masa komentar publik atas proposal itu berakhir pada 18 November. Kalshi dan Polymarket Menghadapi Pengawasan Regulator CFTC tetap menjadi regulator utama bursa prediksi terdaftar federal, termasuk operasi Kalshi dan Polymarket di AS. Yurisdiksi lembaga ini menjadi fokus sengketa hukum dengan sejumlah negara bagian, yang berargumen bahwa kontrak peristiwa tertentu, khususnya terkait olahraga, merupakan perjudian ilegal. Pada 26 Oktober, lembaga itu menggugat Utah untuk mencegah pejabat negara bagian menegakkan pembatasan perjudian terhadap bursa yang diatur federal. Menurut crypto.news, regulator juga mencatat konflik serupa antara yurisdiksi federal dan negara bagian muncul di sembilan negara bagian lain. Kalshi secara terpisah menantang pembatasan tingkat negara bagian di berbagai yurisdiksi. Putusan banding September terkait Ohio dan Tennessee melanjutkan putusan sebelumnya yang mencapai kesimpulan berbeda tentang hubungan antara hukum derivatif federal dan peraturan perjudian negara bagian. Reuters pada 27 Oktober melaporkan CFTC menyelidiki apakah Polymarket mematuhi pembatasan akses pengguna AS ke platform lepas pantainya sebagaimana diatur dalam kesepakatan penyelesaian 2022. Investigasi mencakup kontrol geolokasi, iklan, dan perlindungan pelanggan. Polymarket konsisten menyatakan melarang pengguna menghindari pembatasan geografis. Kekhawatiran Insider Trading Meluas ke Platform Prediksi Otoritas federal sebelumnya pernah mengajukan kasus terhadap trader yang dituduh mengambil untung dari informasi istimewa pada kontrak peristiwa. Bloomberg melaporkan CFTC melanjutkan tindakan penegakan hukum terkait dugaan manipulasi dan perdagangan tidak sah yang melibatkan Kalshi pada 2026. Pada April tahun ini, jaksa federal dan regulator menuduh seorang tentara AS meraup lebih dari US$400.000 dengan bertaruh di Polymarket terkait penangkapan mantan presiden Venezuela Nicolás Maduro menggunakan informasi rahasia. Terdakwa mengaku tidak bersalah dan kasus masih berjalan. Selain itu, pejabat Kota New York meninjau praktik pemasaran beberapa platform prediksi, termasuk dugaan terkait promosi insider trading. Kalshi dan Polymarket sama-sama menyatakan melarang insider trading, memantau aktivitas mencurigakan, dan bekerja sama dengan regulator saat muncul dugaan pelanggaran.

Sebanyak 250.000 $HYPE (USD 22.848.374) ditransfer dari dompet tak dikenal ke #Bybit.

CZ memberi tahu Musk bahwa ini bukan waktu yang tepat untuk troll dan menyebut celah peretasan Binance sekitar $2 miliar. Menurut hitungan kasar CZ, sekitar $2 miliar belum tertutup setelah $3 miliar dibekukan dan dana SAFU. Setelah Musk membalas dengan emoji cemberut, CZ mengatakan saham SPCX Binance dari investasi $500 juta dalam pengambilalihan Twitter bernilai lebih dari $1 miliar. Binance menemukan titik pelanggaran tambahan dalam peretasan senilai $6,3 miliar.

Consolidated net profit rose 81.5% YoY to ₹269.23 crore in Q2FY27. Revenue from operations increased 57.0% YoY to ₹1,190.74 crore. EBITDA margin expanded 211 bps to 34.56%, driven by revenue outpacing costs. Board declared an interim dividend of ₹8 per share for FY27.

Dana yang diperdagangkan di bursa (ETF) spot pertama Swiss yang memegang Bitcoin secara langsung akan diluncurkan di SIX Swiss Exchange pada November. Bank dan perusahaan pialang asing juga dapat mengakses produk ini. Tanggal pasti peluncuran Bitcoin Fund ETF, yang memakai kode nama BBIT, belum diumumkan. Dana ini mendapat persetujuan Otoritas Pengawas Pasar Keuangan Swiss (FINMA) pada 20 Oktober. Aspek menonjol dari persetujuan ini adalah seluruh dana yang diinvestasikan dapat diarahkan ke Bitcoin. Dana investasi di Swiss biasanya diwajibkan mendiversifikasi risiko ke berbagai aset. FINMA memberi BBIT pengecualian dengan mempertimbangkan sejarah transaksi Bitcoin yang panjang dan kapitalisasi pasar yang tinggi. Di Eropa sudah ada berbagai produk investasi yang melacak harga Bitcoin. Sebagian besar produk tersebut bukan dana investasi langsung, melainkan instrumen utang yang diterbitkan lembaga keuangan. Bitcoin milik BBIT akan dipisahkan dari aset manajer dana. Struktur ini bertujuan memberikan perlindungan hukum berbeda bagi investor jika perusahaan pengelola mengalami kesulitan keuangan. SIX Swiss Exchange menyatakan bank dan perusahaan pialang asing dapat mengakses ETF itu secara langsung atau melalui perantara perdagangan yang sudah ada, asalkan memenuhi persyaratan regulasi dan teknis. Bursa itu disebut memiliki sekitar 90 bank dan perusahaan pialang dari Swiss dan negara lain. Dana ini baru mendapat persetujuan untuk penawaran publik di Swiss. Bisa atau tidaknya lembaga asing menawarkan BBIT kepada klien mereka bergantung pada peraturan di negara tempat mereka beroperasi. FINMA mengonfirmasi perusahaan lain juga telah mengajukan aplikasi ETF kripto, tetapi menegaskan dana Ether atau Solana tidak akan mendapat persetujuan otomatis. Keputusan untuk Bitcoin tidak serta-merta berlaku bagi mata uang kripto lain. *Bukan saran investasi. Baca selengkapnya: Persetujuan Bersejarah bagi Bitcoin dari Swiss: ETF Spot Pertama yang Sesungguhnya Hadir November! Berikut Detailnya