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More →Brazil’s Stock Market Crashes After Lula’s Upset Victory
Brazil’s stock market lost more than $200 billion in value at the open on Monday after President Luiz Inácio Lula da Silva beat Senator Flávio Bolsonaro in Sunday’s runoff, a result that prediction markets had priced at roughly a one in five chance. The iShares MSCI Brazil ETF, ticker EWZ, a basket of Brazilian stocks that trades in New York like a single share, fell as much as 26% from Friday’s close of about $42.60, touching $31.40 before trimming the loss to about 23% at $32.84 by 10:38 a.m. ET. That is memecoin-sized volatility for a fund built around Brazil’s biggest companies, and it leaves EWZ roughly where it started 2026 after a 34% gain through Friday. The dollar rose as much as 12% against the real on Friday, while the Ibovespa, Brazil’s benchmark stock index, fell as much as 17% to about 170,000 points. For a dollar-based investor, those moves at their worst combine to a loss of about 26%, in line with the ETF’s low. B3, the São Paulo exchange, halted trading for 30 minutes after the Ibovespa fell 10% from Friday’s close, its first circuit breaker since the COVID-19 pandemic. A circuit breaker is an automatic pause meant to slow panic selling, but the index kept sliding after trading resumed. Investors had been positioning for the opposite result since Bolsonaro unexpectedly finished first in the Oct. 4 first round, with 47.03% of valid votes to Lula’s 45.16%. The Ibovespa jumped 7.85% the next day and EWZ gained more than 10% on bets that Bolsonaro would tighten public finances and open the way to lower interest rates. Monday’s drop erased that rally and, at its lows, left the Ibovespa about 11% below its Oct. 2 close. But Lula didn’t just beat Bolsonaro, he also beat prediction markets. Polymarket gave Bolsonaro an<a href="https://x.com/Polymarket/status/2114003200017575948" target="_blank" rel="nofollow external noopener" class="sc-adb616fe-0 dJryYS">> 82% chance</a> of winning the day before the vote, and Kalshi had him near 80% on Sunday morning. Both platforms are<a href="https://decrypt.co/resources/what-are-decentralized-prediction-markets-myriad-polymarket-kalshi" target="_blank" class="sc-adb616fe-0 dJryYS" rel="nofollow"> prediction markets</a>, where a contract that pays $1 if a candidate wins trades at 80 cents when traders see an 80% chance. Polling pointed to a coin flip rather than a favorite, with the latest Datafolha survey tied at 50% each among valid votes and CNT/MDA showing Bolsonaro ahead 50.5% to 49.5% in mid-October. Lula won 51.79% to 48.21%, a margin of about 4.4 million votes, according to Brazil’s Superior Electoral Court. Bolsonaro said on Sunday night that he does not recognize the result and will ask the courts to annul the election, after pledging in August to respect the outcome. He objected to Supreme Court Justice Cristiano Zanin’s decision to extend voting until 7 p.m. at the request of Lula’s campaign, which he said changed the rules midgame. His own campaign had separately asked for extr
VIX收报18.39点，VXN收报26.4点
CoinWorld US stock data: End-of-day data shows that on the 2026-10-26 trading day, the VIX closed at 18.39 points, and the VXN closed at 26.4 points.
Hong Kong-listed AI stocks strengthened, with Cambridge Technology rising over 6%.
According to CoinWorld news, as of press time, Hong Kong-listed AI stocks are showing strong performance: Cambridge Technology (06166.HK) is up 6.10%, Mininglamp Technology-W (02718.HK) is up 5.76%, and Zhipu (02513.HK) is up 4.06%.
sixpence will launch a points campaign on Robinhood Chain, with a prize pool of $10,000.
CoinWorld news: sixpence, an on-chain money market for tokenized U.S. stocks, will run a points campaign on Robinhood Chain from 00:00 UTC on October 26 to 00:00 UTC on November 23, with a total prize pool of 10,000 USDG, distributed in two phases of 5,000 USDG each. sixpence allows users to borrow stablecoins using tokenized U.S. stocks such as AAPL, TSLA, and NVDA as collateral, or to deposit stock tokens into Vaults to earn interest. The project has completed a $5 million seed funding round, with investors including A16Z and CSX.
Asian chip stocks rise as Anthropic's IPO filing fuels AI enthusiasm.
Asian semiconductor stocks rose as Anthropic PBC filed for an initial public offering, fueling investor enthusiasm for the artificial intelligence sector. Samsung Electronics and SK Hynix both gained more than 5% in early trading, driving South Korea's Kospi index up as much as 4.4%. Japan's Nikkei 225 rose as much as 2.2%, with chip-related stocks Advantest and Sumco Corp. both climbing more than 6%. A series of overnight news helped ease the market's recent concerns about AI financing, with Anthropic's step toward going public drawing the most attention. In addition, SpaceX signed an approximately $40 billion GPU equipment financing lease agreement with Apollo, and Meta Platforms is seeking to raise up to $95 billion by selling common and preferred shares.
Malaysian Prime Minister Anwar: Masayoshi Son plans to invest $50 billion in Malaysia.
Malaysian Prime Minister Anwar stated that Masayoshi Son, founder and CEO of Japan's SoftBank Group, plans to invest $50 billion in Malaysia, with projects covering artificial intelligence (AI), emerging technologies, and data center infrastructure. Speaking at an event in Malacca, Anwar revealed that he had earlier held a video call with Son, and that Son has selected Kuching in Sarawak and locations in Peninsular Malaysia for the proposed investment. The funds are currently planned investments, and the report did not mention a timeline or the allocation of amounts by location. Earlier this month, SoftBank Group signed a framework agreement with US-listed Southeast Asian technology platform Grab and Malaysian oil company Petros to jointly explore cooperation opportunities in developing AI computing services and advanced technologies in Sarawak.
Two addresses deposited 5,069.5 ETH to Kraken and Binance, worth approximately $11.69 million.
CoinWorld data: Recently, two addresses deposited 5,069.5 ETH worth approximately $11.69 million into Kraken and Binance. Among them, address 0x882…42058 deposited 2,558.5 ETH worth about $5.9 million into Kraken, with an average entry price of approximately $2,880. Another address 0x5a3…cf9f5, after being dormant for 11 months, redeemed 2,511 ETH from AAVE and deposited it into Binance 2 hours ago, worth about $5.79 million.
BlackRock signs memorandum of understanding with SBI Holdings and Startale to explore yen stablecoin connectivity
According to The Block, BlackRock Financial Management and BlackRock Japan, subsidiaries of BlackRock, have signed a memorandum of understanding (MOU) with Japanese financial group SBI Holdings and Startale Group to explore connecting tokenized money market funds (MMFs) with the Japanese yen stablecoin JPYSC. The collaboration will focus on technical infrastructure, business models, distribution channels, and regulatory frameworks, and plans to open up to other financial institutions in Japan and overseas. JPYSC is issued by SBI Shinsei Trust Bank, with SBI VC Trade responsible for distribution. BlackRock's previously launched tokenized fund BUIDL has approximately $2.17 billion in assets under management.
On-chain monitoring: whale selling data is significant.
CoinWorld data: Today's monitoring feed shows multiple large-holder sell-off data points. Address 0x882…42058 deposited 2,558.5 ETH, worth approximately $5.9 million. This address accumulated positions in batches during 2025-2026 at an average price of about $2,880, and would face a loss if it sells this time. Another address 0x5a3…cf9f5, after being dormant for 11 months, redeemed 2,511 ETH from AAVE 2 hours ago and deposited all of it, worth approximately $5.79 million.
Broadcom CEO steps in urgently to finalize $63 billion debt deal with Anthropic
According to CoinWorld news, Broadcom (AVGO.O) and Anthropic have finalized a $63 billion debt deal to finance artificial intelligence infrastructure. Broadcom's CEO has spent nearly two months trying to get banks to commit more than $40 billion to what would be the largest AI debt deal in history. The deal is intended to allow Anthropic to lease custom chips that Broadcom is co-developing with Google. Although Anthropic is the main beneficiary of the deal, the startup still needs help from its larger business partner to raise funds. Anthropic and Broadcom are trying to complete the deal ahead of Anthropic's highly anticipated IPO filing. Broadcom, as Anthropic's chip supplier, is at the center of the action. With its superior credit rating, Broadcom has agreed to provide some financial guarantees to give banks more confidence in the enormous risk of loans exceeding $40 billion. But people familiar with the matter said that in recent weeks, some banks have become increasingly anxious about participating in the deal, code-named "Project Polaris."