分析认为，SpaceX与Anthropic合同中藏有“90天双向退出条款”——一旦算力供给收紧，马斯克可将算力重新定价至原合约2-3倍，直接决定Anthropic生死及整个AI格局走向。

随着 11 月全美多项公投和地方选举结果出炉，民意对 AI 数据中心扩张的抵触情绪达到了空前高度，76% 的受访选民在出口民调中明确反对在自身社区建设数据中心。

The EU and UK are close to a final agreement to link their carbon emissions trading systems after Brexit, a move expected to boost liquidity and ultimately save companies millions of euros in carbon border taxes. According to Sina Finance, the deal is planned for announcement at a major summit later this month and would allow allowances to be traded across the two systems. Negotiators have agreed on emissions caps, supply controls and free allowances; the treatment of financial derivatives remains unresolved. The EU emissions trading system, launched in 2005, sets declining annual emissions caps for about 10,000 facilities in industries including steel, cement, fertilizers, power generation and aviation. Linking the systems would allow each side to recognize the other's allowances for compliance. The agreement would not automatically exempt either side from its carbon border adjustment mechanism (CBAM), but could pave the way for exemptions once specified domestic-law conditions are met. EU rules require a full link to its emissions trading system and effective carbon pricing without preferential rebates. The EU would then add the UK to the list of countries outside CBAM oversight through a delegated act. The EU's carbon border tax took effect this year, with the first compliance deadline in September; the UK's equivalent mechanism is planned to start in early 2027. Since the sides pledged to link their markets last year, the UK carbon price discount to the EU system has narrowed. UK carbon contracts for December delivery settled at £64.81 per ton last Friday, while the EU benchmark allowance price was €86.55. In a report on November 5, Rabobank (ABN Amro) senior energy economist Moutaz Altaghlibi wrote that the price gap could narrow further over the next two years as UK allowances converge toward EU allowances, requiring UK companies to pay more. He said linking the systems should also improve liquidity, make carbon prices more consistent across Europe, and reduce CBAM-related costs and paperwork in UK-EU trade. The EU will recognize UK emissions caps for 2028–2030. From 2031, the UK's annual allowance issuance will be capped at 7.1% of EU issuance. The UK will establish its own market stability reserve, starting with at least 29.5 million allowances. Adjustments before 2030 are intended to ensure that by 2029 the UK reserve contains allowances equal to at least 6.7% of the EU reserve. The draft also requires the UK to incorporate European rules into domestic law over time. The agreement requires approval by both the UK and the EU, including the European Parliament and EU member states. It will take effect one month after final notification of the summit's other two outcomes: the sanitary and phytosanitary agreement and the youth mobility plan known as YES. The sides may also apply the agreement provisionally before it formally takes effect.

Binance said withdrawals have now been re-enabled for HYPE and APT, according to a withdrawal update posted on its X account. Both assets are newly added to the list of tokens available for withdrawal. The exchange said withdrawals were already enabled for a group of assets on the Ethereum network, including RLUSD, USD1, TUSD, FDUSD and XUSD, alongside ENA, USDE, PENDLE, WLD, QNT, SHIB, ZRO, FET, NIL, ONDO, ALT, SKY, LINK, ETHFI and REZ. Binance did not specify which networks HYPE and APT will withdraw on, and the asset list in the post was cut off after REZ by a shortened link, so additional tokens may also have been restored. The update follows a phased reopening of withdrawal services since last week's security incident.

对于不少加密行业从业者而言，真正关心的问题可能在于另一个方向：既然国内政策已经明确禁止虚拟货币挖矿活动，在境内采购矿机、出口到海外矿场，是不是也会涉嫌走私犯罪？

野村认为，“蓝色浪潮”将通过监管收紧拖慢美国数据中心建设，进而压低全球AI芯片价格、缓解中国企业获取高端GPU和HBM的难度，整体利好中国AI经济。

美国财政部对 MEXC 的限制，从它与美国金融机构之间的资金转移入手。

随着监管框架的确立，韩国本土首发/独占上币比例大幅下降。

抗议浪潮横跨苏格兰至西班牙，仅一天内都柏林2000人、赫尔辛基1300人同步集会，阿姆斯特丹更爆发冲突并有人被捕。

本周有14家区块链初创公司筹集了4350万美元资金。Uranium Digital筹集了1650万美元A轮融资，为本周最大融资轮次。

从 19 世纪俄罗斯买卖死魂灵的历史，到 World 虹膜与静脉掌纹识别，在 AI 伪造泛滥的当下，证明一个真实人类的存在正在成为一项明码标价的经济技术。

金色周刊是金色财经推出的一档每周区块链行业总结栏目，内容涵盖一周重点新闻、行情与合约数据、矿业信息、项目动态、技术进展等行业动态。