Twitxy Saved

Constantin Kogan

Verified account This account is verified. Learn more

@constkogan

๐Ÿ”ฅForbes 40 under 40, 3x founder, Founder/GP at @holisticapital entrepreneur, dad, angel investor, meta-connector ๐Ÿš€
New York, NY ckogan.com Joined June 2016
4.1K Following 12K Followers 80K Posts

Latest posts 5

Constantin Kogan Verified account @constkogan
๐ŸŒ ๐†๐‹๐Ž๐๐€๐‹ ๐Œ๐€๐‘๐Š๐„๐“๐’ ๐€๐‘๐„ ๐’๐‡๐ˆ๐…๐“๐ˆ๐๐†. ๐‚๐€๐๐ˆ๐“๐€๐‹ ๐ˆ๐’ ๐‘๐„๐๐Ž๐’๐ˆ๐“๐ˆ๐Ž๐๐ˆ๐๐†.

A brutal week for investors as approximately $2.5 trillion in Nasdaq market value disappeared, the index entered correction territory, and volatility surged across global markets.

But beyond the sell-off, some major developments deserve attention.

๐Ÿ”น AI reality check: The S&P 500 dropped 4.4% in its worst session since April 2025, as investors reassessed AI infrastructure spending and valuations.

๐Ÿ”น Cybersecurity alarm: Binance disclosed details of a reported $6.34 billion digital asset theft linked to North Korean attackers.

๐Ÿ”น Capital keeps moving: Zipline raised $1.5B at a ~$21.5B valuation, fal secured $1.3B at ~$16B, and Shield AI raised $1B at a ~$28.8B valuation.

๐Ÿ”น Institutional signals: Sequoia is reportedly raising nearly $10B while sharpening its focus on AI, space technology, and biotech.

๐Ÿ”น Market pressure: Bitcoin traded near $75,728, gold climbed to $4,075, and the VIX reached 28.18.

Meanwhile, institutional investors, founders, and digital asset leaders are preparing for the next major industry conversations at ๐ƒ๐ข๐ ๐ข๐ญ๐š๐ฅ ๐€๐ฌ๐ฌ๐ž๐ญ๐ฌ ๐…๐จ๐ซ๐ฎ๐ฆ ๐๐ž๐ฐ ๐˜๐จ๐ซ๐ค on November 13.

๐Ÿ“Š This weekโ€™s edition also covers active private-market deals, major funding rounds, cybersecurity developments, economic signals, and the events shaping global investment sentiment.

๐“๐ก๐ž ๐›๐ข๐  ๐ช๐ฎ๐ž๐ฌ๐ญ๐ข๐จ๐ง: Is this simply a correction in an overheated AI trade, or are markets beginning a broader repricing of risk?

Read the full November 6 edition of the CK Weekly Market Report.

๐Ÿ‘‡ ๐‘๐ž๐š๐ ๐ญ๐ก๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ ๐›๐ซ๐ข๐ž๐Ÿ๐ข๐ง๐ : ck-weekly-market-report.beehiiv.com/p/2t-ai-marketโ€ฆ
Constantin Kogan Verified account @constkogan
๐Ÿณ Sequoia Capital, one of Silicon Valleyโ€™s most influential VC firms, is reportedly raising nearly $10 billion while making a major strategic pivot.

The firm is closing its London office, scaling back certain startup support programs, and sharpening its focus on AI, space technology, and biotech.

๐Ÿšจ Notably absent from its newly highlighted priorities? Crypto.

A telling signal of where one of the worldโ€™s most powerful venture investors sees the next wave of innovation and capital allocation.

techcrunch.com/2026/11/04/seqโ€ฆ
techcrunch.com Sequoia hits rewind, undoing 20 years of expansion | TechCrunch Sequoia is consolidating into a smaller, Bay Areaโ€“centered firm, shutting down the programs and offices it built during a 20-year expansion while announcing roughly $10 billion in new funds.
10 replies 10 reposts 57 likes 4K views View on X
Constantin Kogan Verified account @constkogan
๐Ÿช™ @binance CEO @_RichardTeng spoke about the consequences of a massive exchange hack, which, according to the FBI, North Korea is behind.

According to him, the company bore all losses itself, has already recovered 98% of the affected assets and closed the discovered hacker penetration routes.

Binance is also enhancing its protection with AI โ€” only this year, the exchange has identified and prevented another 57 suspicious cyber threats related to the DPRK.

fbi.gov/investigate/cyโ€ฆ
2:22
8 replies 9 reposts 66 likes 4.1K views View on X
Constantin Kogan Verified account @constkogan
๐Ÿ‘€ Decentralization, they said โ€” Arbitrum was able to take 8426 ETH and 74.6 million ARB from the Binance hackerโ€™s wallet, even without knowing his private key.

The Security Council simply used special network powers and transferred the assets without the ownerโ€™s signature.

The hacker was stopped, but at the same time it was shown that in some L2s, even a private key does not guarantee full control over oneโ€™s own cryptocurrency.

unchainedcrypto.com/arbitrums-secuโ€ฆ
unchainedcrypto.com Arbitrum's Security Council Can Move a Wallet's Funds Without Its Key, Binance Freeze Shows -... The council froze 8,426 ETH and 74.6 million ARB on Oct. 30, and a Nov. 2 walkthrough on Ethereum Magicians traces how it sent the transfers in the holder's name.
9 replies 11 reposts 61 likes 2.9K views View on X