Asian markets may come under pressure Monday as uncertainty surrounding a probe into Nvidia Corp. adds to technology-sector concerns after a bruising selloff, according to Bloomberg.

According to Jin10, Reserve Bank of Australia Assistant Governor Hunter said supply will catch up with demand over time and AI's long-term impact on inflation is likely to be broadly neutral.

Bitcoin has closed lower for five straight weeks, and last week’s sharp selloff in AI stocks added to the pressure. The price now sits between its 50-day moving average at $81,800 and its 200-day average at $73,200, trading around $75,950 on November 8.AI Stock Selloff Spreads to CryptoThe Nasdaq Composite fell about 5.5% on November 5, its worst day since April 2025, on concerns that Democratic control of Congress could slow the AI data center buildout. Chip stocks had their worst session since the March 2020 Covid selloff.The losses hit AI hardware hardest. For the week:Sandisk fell 27.4%Micron dropped 22%The VanEck Semiconductor ETF (SMH) fell 11.2%The Nasdaq lost 3.4% overallThe selling spread to crypto. More than $1 billion in leveraged positions were liquidated over 24 hours, according to CoinGlass. Bitcoin liquidations reached $1.27 billion, about $1.1 billion of it from long positions. Over the same period, bitcoin fell 5.3% and ether 7.3%.Wall Street Cut Risk Across the BoardMorgan Stanley’s derivatives team said leveraged ETFs sold a record $57 billion of US stocks on November 5, the most since data began in 2007. Hedge fund net leverage fell 5 points in a single day, the fifth-largest drop since 2010, and retail selling in the first 90 minutes was the second-largest since 2016.Morgan Stanley also noted that stocks are moving more closely together, a sign that risk-cutting is spreading. Bitcoin has followed the same pattern: it fell with stocks during the selloff but did not join Friday’s rebound in chip stocks.Bitcoin ETFs See OutflowsBitcoin ETFs saw withdrawals as markets fell. On November 5, Fidelity’s FBTC lost about $200 million and BlackRock’s IBIT lost $105 million, extending IBIT’s outflow streak to five sessions, according to Farside Investors.Rate Hike Bets Add PressureA strong US jobs report added to the strain. The US added 165,000 jobs in October, far above the 65,000 forecast, and unemployment fell to 4.1%. Fed funds futures now price about an 80% chance of a December rate hike, according to LSEG. Higher rates tend to weigh on riskier assets such as tech stocks and crypto.US October CPI data, due Tuesday at 13:30 UTC, is the next test.Funding Rates Turn NeutralDerivatives data shows the selling has calmed. BTC funding rates are in the neutral range at 0.0081% to 0.0087%, according to CoinGlass, and ETH funding has also risen into neutral territory.On-chain data still shows heavy short positioning. Analyst KillaXBT noted that long-to-short ratios are at extremes that have coincided with past market bottoms.Key Levels: $90,000 Upside, $72,000 DownsideLevelWhat it is~$90,000Upside target if support holds, some analysts say~$82,000Trapped long positions that could cap a rebound$81,80050-day moving average$75,000–77,000This week’s key range$73,200200-day moving average$72,000–73,000Downside target if $75,000 breaksA rebound could be helped by oversold signals and buy orders below the price, while a break under $75,000 would open the way to the 200-day average.

New Zealand’s dollar edged higher in early trading after the incumbent National Party emerged from the weekend election with a path back to power, putting it in a leading position to negotiate with minor parties, according to Bloomberg.

According to ChainCatcher, Nvidia CEO Jensen Huang apologized to employees in an email over an affair, saying he took full responsibility for being unfaithful to his wife, remained fully committed to Nvidia, and would work to regain their trust. Nvidia’s board said it is launching an independent investigation and will hire outside counsel, while expressing confidence in Huang and his leadership team. Nvidia shares fell more than 2% in after-hours trading, possibly in response to the news. A company spokesperson said the investigation would not slow Nvidia down and that Huang would continue leading the company without interruption.

Cathie Wood blamed Anthropic CEO Dario Amodei for gloomy AI headlines, citing warnings about job losses and a 10% extinction risk, despite ARK Invest’s Venture Fund backing Anthropic. According to BeInCrypto, Wood argued in ARK’s monthly video on Friday that AI adoption remains early, citing nearly $10,000 in monthly AI spending per worker at the top 1% of companies versus $15 for most; she expects labor shortages, not job losses. Axios attributed the extinction-risk estimate to Anthropic safety lead Evan Hubinger, not Amodei; Amodei told Axios in 2025 that he saw a 25% chance things would go “really, really badly.”

US stock futures open Sunday evening after a damaging week for AI stocks. The Nasdaq Composite fell 3.4% in the week to November 6, the S&P 500 lost 2.7%, the Dow slipped 0.9% and the small-cap Russell 2000 shed 2.05%, according to Investor’s Business Daily.Nasdaq 100 futures were indicated modestly lower after Nvidia’s board opened an investigation following reports that CEO Jensen Huang was targeted by a suspected Chinese espionage operation, according to IBD, CNBC and NBC News. Lawmakers from both parties have also raised questions about the reports, CNBC said.AI Hardware Stocks Lead the LossesAfter a post-election rally on Wednesday, when the Dow jumped 3%, AI infrastructure stocks fell sharply on Thursday and dragged down the wider market. Friday’s AI-led bounce faded into a mixed close.Sandisk (SNDK) rose 3.55% to $835.06 on Friday but fell 27.4% on the week. It is down 64.5% from its late-June peak, according to MarketSurge.Micron (MU) gained 5.1% to $690 on Friday but dropped 22% on the week and is 45% below its high.The VanEck Semiconductor ETF (SMH) fell 11.2% on the week and the iShares Expanded Tech-Software ETF (IGV) lost 5.2%.Apple, Microsoft and Amazon Hold UpBig tech held up better than the rest of the sector:Amazon (AMZN) jumped 7.9% on the week to $259.30.Microsoft (MSFT) rose 1.7% to $530.62.Apple (AAPL) slipped 0.7% to $342.37.Microsoft and Amazon rallied Wednesday as investors bet that existing data center operators could gain if rivals’ projects are delayed, according to IBD.Oil Falls 12.8% as Yields Hit Two-Month LowUS crude futures fell 12.8% on the week to $90.83 a barrel, pressured by hopes for US–Iran diplomacy, according to IBD. President Donald Trump told CNN that renewed US strikes on Iran are “highly unlikely” if talks progress. The Energy Select SPDR ETF (XLE) fell 12%.The 10-year Treasury yield fell 7 basis points to 4.86%, a two-month low.Some sectors gained. The US Global Jets ETF (JETS) rose 6.6%, homebuilders gained 1.3% and financials 1.15%.Berkshire Posts Record BuybackBerkshire Hathaway bought back $9.6 billion of its own shares in the third quarter, up from $4.5 billion in Q2. That beat its previous record of $9.3 billion, set in Q3 2020.Operating earnings: fell 6% to $12.7 billion, roughly in line with estimates, as weaker insurance underwriting and investment income weighed. Railroad, utility and other operations improved.Revenue: rose 11% to $105.6 billion, above estimates of $100.96 billion.Cash: rose to $377.4 billion from $365.5 billion in Q2, but remains below Q1’s $397.4 billion.Stock portfolio: Berkshire sold a net $400 million or so of stocks in Q3, after net purchases of about $20 billion in Q2.Berkshire stock has risen for five straight weeks and hit a record high on Thursday. Under new CEO Greg Abel, the company has largely kept Warren Buffett’s conglomerate-and-investment approach.Indexes Below Key Moving AveragesAll major indexes are below their 50-day moving averages, and the Nasdaq and Russell 2000 are also below their 200-day lines, according to IBD. IBD’s Ed Carson said one weak bounce is not enough to signal a market bottom, and that investors should be defensive and wait for clear evidence of a turnaround.

"جولدن ويكلي" عبارة عن عمود أسبوعي يلخص صناعة البلوك تشين، أطلقته شركة جولدن فاينانس، ويغطي الأخبار الرئيسية ومعلومات التعدين وتحديثات المشاريع والتطورات التكنولوجية وديناميكيات الصناعة الأخرى.

التوقعات، العملات المشفرة، سوق العملات المشفرة، الفرص المقومة بأقل من قيمتها في سوق العملات المشفرة: يمكن تداول معدلات التمويل بشكل منفصل (التمويل الذهبي) - كل معاملة عملات مشفرة تقريبًا تخفي معاملة أخرى بداخلها.

يعتقد المحللون أن عقد SpaceX-Anthropic يتضمن "بند خروج ثنائي الاتجاه لمدة 90 يومًا" - إذا انخفض المعروض من قوة الحوسبة، يمكن لماسك إعادة تسعير قوة الحوسبة إلى 2-3 أضعاف سعر العقد الأصلي، مما يحدد بشكل مباشر مصير Anthropic ومستقبل مشهد الذكاء الاصطناعي بأكمله.

مع صدور نتائج العديد من الاستفتاءات والانتخابات المحلية في جميع أنحاء الولايات المتحدة في نوفمبر، وصلت المقاومة العامة لتوسيع مراكز بيانات الذكاء الاصطناعي إلى مستويات غير مسبوقة، حيث عارض 76% من الناخبين الذين شملهم الاستطلاع صراحة بناء مراكز البيانات في مجتمعاتهم في استطلاعات الرأي عند الخروج من مراكز الاقتراع.

بالنسبة للعديد من الأشخاص العاملين في صناعة العملات المشفرة، قد يكمن القلق الحقيقي في اتجاه آخر: بما أن السياسات المحلية قد حظرت بوضوح أنشطة تعدين العملات الافتراضية، فهل شراء أجهزة التعدين في الصين وتصديرها إلى مزارع التعدين الخارجية يشكل أيضاً تهريباً؟

يعتقد نومورا أن "الموجة الزرقاء" ستؤدي إلى إبطاء بناء مراكز البيانات الأمريكية من خلال تشديد اللوائح، مما سيؤدي إلى خفض أسعار رقائق الذكاء الاصطناعي العالمية وتسهيل حصول الشركات الصينية على وحدات معالجة الرسومات المتطورة وذاكرة HBM، وهو أمر مفيد بشكل عام لاقتصاد الذكاء الاصطناعي في الصين.

تبدأ قيود وزارة الخزانة الأمريكية على شركة MEXC بتحويلاتها المالية مع المؤسسات المالية الأمريكية.

مع إنشاء الإطار التنظيمي، انخفضت نسبة عمليات الإطلاق الأول/الإدراجات الحصرية في كوريا الجنوبية بشكل ملحوظ.

امتدت موجة الاحتجاجات من اسكتلندا إلى إسبانيا، حيث احتشد 2000 شخص في وقت واحد في دبلن و1300 شخص في هلسنكي في يوم واحد فقط، واندلعت اشتباكات واعتقالات في أمستردام.

جمعت 14 شركة ناشئة في مجال تقنية البلوك تشين هذا الأسبوع 43.5 مليون دولار. وحصلت شركة يورانيوم ديجيتال على 16.5 مليون دولار في جولة التمويل الأولى (Series A)، وهي أكبر جولة تمويل هذا الأسبوع.