Hotcoin Research | Coinbase (COINB) Tokenized Stock Project Report

Hotcoin Research｜Microsoft (MSFTB) Tokenized Stock Project Report

Hotcoin Research ｜NVIDIA (NVDAB) Project Research Report

Every change in the market is a process of re-evaluating trends and opportunities.

On November 3, 2026, the U.S. midterm elections will become an important variable affecting the direction of crypto regulation for the next two years.

The total market value of global cryptocurrency is 2.87 trillion dollars, down approximately 1.71% from last week's 2.92 trillion dollars.

Pearl Research (PRL) has risen over 60% in the past 7 days, and over 250% in the past 30 days.

It is necessary to verify two judgments: whether the increase in provisions is an industry trend or individual differences, and whether the strong stock trading revenue can continue to the second company.

The increase in energy prices has become a consensus, but the core CPI is deviating from expectations.

If the capital expenditure guidance falls at the lower end of the range and the CoWoS statement weakens, the interpretation of "AI infrastructure investment is still accelerating" needs to be corrected.

The KOSPI has fallen for five consecutive days, and foreign investors have continued to sell off. The performance of Samsung and SK Hynix is a direct reflection of the sentiment in the memory chip sector.

Micro actions deployed at the enterprise level will amplify the meaning: the rigid demands on CPU, memory, and network will only become stronger.

Before the data-intensive landing, the market gave two seemingly contradictory answers about the same Federal Reserve: no action in October, and usual tightening in December.