Intel: Swell Admin Key Stolen, Multi-Sig Upgrade Contract Could Drain 2,500 ETH | Meta Up 4% After Hours on Increased AI Capital Expenditure

Our AI Agent has completed its daily patrol across 200+ global information sources, covering crypto, AI, and tech. It filters out 99% of the noise, leaving you with only the signal you truly need.

AI / Large Models

Anthropic Launches 24/7 AI Agent Claude Duet

This is Claude's first agent-shaped product capable of executing multiple tasks simultaneously and working continuously in the background. The HN community's 388 comments mainly debate whether the "24/7 agent is actually helping you or monitoring you."

Hot Discussion: Some argue this deviates from Claude's positioning and resembles more of an enterprise monitoring tool.

Source: Claude Product Page | Hacker News Discussion

OpenAI Releases Official CLI Tool

The command-line tool allows direct calling of GPT models from the terminal, eliminating the need for developers to switch to web interfaces or write API scripts. HN discussions focus on its functional overlap with GitHub Copilot CLI.

Source: GitHub | Hacker News Discussion

US Government Directs Agencies to Discontinue Use of DeepSeek

The Ministry of Foreign Affairs has explicitly opposed politicizing science, technology, and economic/trade issues. This follows TikTok as another landmark setback for Chinese AI products in the US, with related Zhihu topics exceeding one million reads.

> Hot Take: On one hand, the US says AI should flourish across the board, yet on the other, it kicks out the largest open-source competitor—this is very "free market" of them.

Source: Zhihu

SemiAnalysis Reports DeepSeek and Huawei Have Formed a Symbiotic Relationship

Analysts suggest DeepSeek relies on Huawei Ascend computing power, while Huawei uses DeepSeek to validate its own AI chip ecosystem. The Zhihu topic has garnered 1.69 million views, making it the top discussion on domestic AI infrastructure.

Source: Zhihu

Xiaomi's Lei Jun: Hardcore Technology Investments Expected to Exceed 200 Billion Yuan Over the Next 5 Years

The General Office of the CPC Central Committee and the General Office of the State Council issued documents on the same day to fully implement the "AI Plus" initiative, as policy support and capital expenditures from leading companies are simultaneously ramping up.

Source: 6551 Quick News

Crypto / Web3

Swell Management Key Suspected Breached, Attackers Could Steal ~2500 ETH

The oracle bot for SwETH/rswETH on liquid staking platform Swell has been compromised. Attackers are maliciously inflating the exchange rate by 1% per hour and have deployed four malicious upgrade contracts capable of stealing approximately 2500 ETH. The attack has not yet been executed via multisig, but Spreek has released a full incident report.

> Hot Take: DeFi's "admin permissions" are like spare keys to a house; everyone claims it's safe until something happens, revealing who actually holds the keys.

Source: The Block | Spreek Analysis | banteg Retweet

SoFI Plans to Launch Interest-Bearing Tokenized Deposits

A traditional financial giant aims to generate interest on users' idle crypto holdings without requiring transfers to on-chain DeFi protocols. The Reuters article highlights this as a direct clash between traditional brokerage firms and crypto lending platforms.

Source: Reuters

Bybit Delists VELODROMEUSDT Perpetual Contract

The exchange continues to delist contract pairs with low liquidity or regulatory risks, advising users holding positions to act promptly.

Source: Bybit Announcement

Chips / Hardware

Nvidia Plans to Increase Packaging Substrate Capacity by 2.5x Within Three Years

Samsung Electro-Mechanics has received $830 million in advance payments from Tesla and $2 billion from Nvidia to expand ABF substrate production. The bottleneck for AI chips is shifting from lithography to packaging and substrates.

Source: MK Korea | 6551 Quick News

Citadel Founder Ken Griffin: AI "Almost Certainly" a Bubble, GPUs Like Airline Seats

He likened GPUs to "perishable assets that become worthless once demand drops." This comparison sounds particularly jarring amid Nvidia's heavy promotion of AI at GTC Berlin that same week.

Source: Decrypt

Nvidia Unveils Full-Stack "Containment & Monitoring" Solution for AI Agents

Provides enterprises with tools at both hardware and software levels to monitor and constrain AI agents. Essentially, it addresses the primary concern of corporate clients: "What happens if an agent goes rogue?"

Source: Decrypt

SK Hynix iHBM Technology: Next-Gen HBM Cooling Capacity Increases by 30%

As HBM stack heights continue to rise, thermal management has become critical for determining yield rates and lifespan. SK Hynix aims to leverage this cooling advantage to maintain its lead over Samsung and Micron.

Source: 6551 Quick News

Tech Companies

Tesla: Cybercab Sales to Begin Year-End, Owners Allowed to Join Robotaxi Fleet Next Year

During the Q3 earnings call, Musk stated that FSD is the top driver of demand, with EU-wide FSD approval expected in Q1 or earlier. The Cybercab fleet size in Austin has grown tenfold within a month.

Source: TechCrunch | The Verge | WallStreetCN

Meta to Issue New Class of Non-Voting Shares Specifically for AI Funding

Zuckerberg is copying Google and Alphabet's old playbook: burning cash on AI while retaining control. Meta reported that Muse surpassed 10 million users in its first month, with monetization coming "earlier than ever."

Source: The Verge | WallStreetCN

Tencent Stock Falls Below HK$400, Market Cap Shrinks by Nearly 40% from Peak

Discussions on Zhihu (140 threads) center on Tencent's weakening game innovation, unclear paths for AI monetization, and the market's systematic downward revision of valuation logic for Chinese tech stocks overall.

Source: Zhihu

US Stocks

Meta Beats Q3 Earnings Expectations on Both Metrics, Rises Over 4% After Hours

Revenue of $64.6 billion exceeded guidance ceilings, with the full-year capex floor raised from $130 billion to $135 billion. The statement bluntly noted that "AI investments are already generating tangible returns on advertising revenue."

Source: ZeroHedge | VanEck Analysis

Tesla Q3 Revenue $28.05B, Adjusted EPS 0.48, Both Beat Estimates

Free cash flow of $1.53 billion against expectations of -$4.92 billion was the biggest surprise in the earnings report. Musk stated demand is "far beyond capacity," with FSD being the primary driver.

Source: faststocknews

Super Micro Computer Rises Over 14%, Revenue Outlook Beats Expectations

Clear signals of turnaround for the AI server manufacturer, serving as a leading indicator for the health of the Nvidia supply chain.

Source: 6551 Quick News

Finance / Macro

Brent Crude Rises to $110.90 Amid Escalating Risk of Attacks on Saudi Arabia

The US has ordered the evacuation of non-essential government personnel from Saudi Arabia and stated it has drafted plans with Israel to strike Iran after the midterm elections. Middle East tensions remain the largest variable in global asset pricing.

Source: CNBC | FirstSquawk

Gold Gives Back All August Gains, Probability of Breaking Below $4000 in October Surges

Gold's decline accompanies net ETF outflows, with bulls losing direction amid the dual pressure of a strengthening dollar and a rebound in risk appetite.

Source: 6551 Quick News

New Products / New Trends

Multiple Classic AAA Games Rapidly Decopmpiled and Ported to Web Browsers by AI

Classic titles like Zelda and GTA have been automatically decompiled into browser-playable versions using AI tools. With nearly 4 million reads on Zhihu, the gaming industry is engaged in intense debate over the legal and commercial implications of "AI decompilation."

> Hot Take: AI has turned "rehashing old games" into an automated assembly line; gaming companies' legal departments must now race against GPUs.

Source: Zhihu

iPhone Duo Foldable Review: Crease Noticeable After 3,000 Folds, Severe Heating Under Heavy Loads

The lack of adaptation for national apps like WeChat is widely regarded as the biggest flaw at launch. Both related Zhihu topics have exceeded one million reads, reigniting controversy over the "usability" of foldable screens.

Source: Zhihu | Zhihu

OpenAI Launches "Patch the Planet": AI Agents Team Up to Fix Vulnerabilities

Using AI to automatically discover security vulnerabilities in critical infrastructure and coordinate fixes, marking OpenAI's first large-scale deployment of agent capabilities for real-world cybersecurity.

Source: OpenAI Blog

Today's Hidden Thread

All today's major headlines essentially revolve around a single theme: "ownership" is being re-priced.

Swell's key theft occurred because users assumed decentralized protocols lacked "admins," only to find core parameters still controlled by a hot key. Meta's issuance of non-voting shares stems from Zuckerberg's desire to tap capital markets to fund AI without letting shareholders dilute his control. Tesla asking owners to join their private vehicles to the Robotaxi fleet next year boils down to Musk asking: whose ownership does the car you paid for truly belong to—you or the platform? Even Ken Griffin calling AI a bubble serves as a warning to investors—your purchased GPU compute may be scarce today, but tomorrow could be worth as little as an expired plane ticket.

Crypto, AI, and electric vehicles—three seemingly parallel industries—have collided today on this timeless question: who truly owns the assets?

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