November 11, 2025 | 15:33As Meta Platforms shifts its strategic focus from social media dominance to artificial intelligence infrastructure, financial experts are debating whether the company’s massive data advantage and controversial open-source approach position it as a surprising contender in the AI race or represent a costly misstep in a market increasingly obsessed with margins and scale. On the latest episode of Trader Talk, analysts Kenny Polcari and Tom Hayes examine whether Mark Zuckerberg’s pivot could make Meta a dark horse competitor even as investor attention remains fixated on chipmakers like Nvidia.
about Meta's AI Pivot: Dark Horse or Costly Distraction?
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News from DNK U.S. Policy Fuels Critical Mineral Investment Opportunities
Favorable U.S. federal policy is creating compelling investment opportunities in the critical minerals sector. As investor demand aligns with government initiatives, this sector offers both portfolio diversification and inflation protection. The convergence of policy support and market dynamics makes critical minerals a strategic allocation for modern portfolios seeking both growth and defensive characteristics in uncertain economic times.
about U.S. Policy Fuels Critical Mineral Investment OpportunitiesPolymarket Partners with Yahoo Finance in Prediction Market Push
Polymarket has secured an exclusive partnership to display its prediction market data on Yahoo Finance, significantly expanding its potential audience to the platform’s 150 million monthly global visitors. This strategic move comes as competition intensifies with rival platform Kalshi, which recently outpaced Polymarket in weekly trading volume, generating $1.3 billion compared to Polymarket’s $1 billion. The partnership represents another crucial step in Polymarket’s strategy to regain momentum in the increasingly competitive prediction markets space following its profile boost during last year’s divisive presidential election.
about Polymarket Partners with Yahoo Finance in Prediction Market PushBitcoin Depot Expands to Hong Kong with Crypto ATMs
North America’s largest Bitcoin ATM operator is making its first international move into Asia. Bitcoin Depot (Nasdaq: BTM) is launching operations in Hong Kong to capitalize on growing demand for cash-to-crypto services, marking a significant strategic expansion that positions the company to compete in one of the world’s emerging cryptocurrency hubs. This move reflects the company’s confidence in Hong Kong’s regulatory environment and the increasing global appetite for accessible digital asset conversion.
about Bitcoin Depot Expands to Hong Kong with Crypto ATMsArthur Hayes Urges Zcash Withdrawal From Exchanges
Bitcoin billionaire Arthur Hayes has issued a stark warning to his 766,000 followers, urging immediate withdrawal of Zcash holdings from centralized exchanges. The former BitMEX CEO’s recommendation comes amid extreme volatility for the privacy-focused cryptocurrency, with ZEC prices swinging from $430 to over $537 within 24 hours. Hayes’ advice reflects growing industry concerns about the inherent risks of holding privacy coins on platforms that maintain detailed customer records.
about Arthur Hayes Urges Zcash Withdrawal From ExchangesXRP Nears Crucial Breakout as Bullish Catalysts Align
XRP is approaching a pivotal moment as multiple bullish factors converge this week. The cryptocurrency has maintained crucial support above $2.20 despite recent market volatility, with analysts eyeing a potential breakout toward higher resistance levels. Growing ETF speculation and positive market catalysts are fueling optimism among traders.
about XRP Nears Crucial Breakout as Bullish Catalysts AlignCava Cuts Sales Forecast as Consumer Spending Slows
Cava Group has lowered its full-year sales growth projections as third-quarter foot traffic declined, joining a growing list of fast-casual restaurant chains grappling with financially squeezed consumers cutting back on dining out. The Mediterranean chain’s downward revision reflects broader pressures in the restaurant industry as inflation-weary customers reconsider discretionary spending, though CFO Tricia Tolivar maintains the company is becoming ‘more accessible for the lower income consumer’ despite the challenging environment.
about Cava Cuts Sales Forecast as Consumer Spending SlowsEthereum Exploit Retrial Set for 2026 After Jury Deadlock
Federal prosecutors are seeking a 2026 retrial for Anton and James Peraire-Bueno, two brothers accused of orchestrating a sophisticated $25 million exploit on the Ethereum blockchain. The Department of Justice’s renewed pursuit comes just days after a mistrial was declared when jurors failed to reach a verdict, highlighting the complex legal challenges in prosecuting high-stakes cryptocurrency crimes and putting the brothers back in legal jeopardy.
about Ethereum Exploit Retrial Set for 2026 After Jury DeadlockBitdeer Ohio Facility Fire After $266M Q3 Loss
Bitcoin mining company Bitdeer Technologies faces a challenging week as a fire at its Massillon, Ohio facility compounds financial pressures following a $266 million third-quarter net loss. The Tuesday incident damaged two buildings under construction at the site, though company officials confirmed no casualties occurred and no mining equipment was affected. Most critically for investors, Bitdeer stated the fire will not impact its operational hashrate—the vital measure of Bitcoin mining computing power that drives revenue generation.
about Bitdeer Ohio Facility Fire After $266M Q3 LossSEC vs CFTC: Senate Crypto Regulation Drafts Clash
The U.S. Senate is advancing two competing regulatory frameworks that would fundamentally reshape cryptocurrency oversight. One proposal expands CFTC authority over digital commodities, while the other creates new SEC powers over hybrid assets, setting up a jurisdictional battle that could determine the future of crypto markets.
about SEC vs CFTC: Senate Crypto Regulation Drafts Clash