Phyrex said recent BTC transfers to exchanges have shown no unusual activity, and net flows have not accumulated significantly. According to Odaily, Phyrex said the overnight decline appeared more likely to have resulted from concentrated selling during thin weekend liquidity, triggering a cascade of selling, rather than a large, coordinated sell-off or selling by long-term and early investors.

Tom Lee said the crypto market has faced sustained selling pressure in recent weeks. According to Odaily, he cited selloffs in AI and semiconductor stocks, particularly Nvidia (NVDA), that triggered margin calls; investors selling assets to raise funds for Anthropic’s IPO; and the return of funds linked to a $6.3 billion hack, after which holders may have converted assets into cash or stablecoins. Lee said these factors may be among the main reasons for the market’s recent weakness. Lee also said remarks during Anthropic’s roadshow about AI disrupting industries, along with a U.S. Department of Justice review of chip sales to Asia and China, added to market risk concerns. He reiterated that cryptocurrency represents the future of finance, blockchain will serve as a settlement layer for transactions, and digital assets could reshape capital markets. Lee said the crypto industry is approaching a “supercycle” larger than those of previous cycles, that current headwinds will pass, and that ETH is the future of finance.

SK Group Chairman Chey Tae-won urged the CEOs of its affiliates to break from existing business frameworks and reposition each company as an artificial intelligence company. According to Sina Finance, SK Group said the executives discussed the strategy at its 2026 CEO seminar, held from the 12th to the 14th at the SKMS Research Institute in Icheon, Gyeonggi Province. About 50 senior executives attended, including Chey, Vice Chairman Chey Jae-won and SK SUPEX Council Chairman Choi Chang-won. On the seminar’s final day, the 14th, Chey led a discussion on future growth strategy. He called for each affiliate to find a new role and help build an “AI flywheel” connecting AI services and the token economy. The group describes an AI flywheel as a cycle in which growth in one business drives growth in another: high-performance AI chips support data centers and other infrastructure, which in turn increase demand for energy and AI services. That demand can then drive chip innovation and create new business opportunities. SK affiliates are also applying AI at production sites. SK hynix is using a smart factory that combines AI and digital-twin technology to improve semiconductor production efficiency. SK Innovation is using an ontology model that connects equipment and operational data to improve production yields at its Ulsan petrochemical complex. SK Telecom is applying AI to automate its communications network and services, while SK Gas is using AI market analysis and digitized business knowledge to speed up decisions. Chey also called for global cooperation, saying no company can do everything alone in the AI era. SK Group plans to continue its “Portfolio Rebalancing 2.0” initiative, gradually exit less efficient businesses and strengthen its core operations. It also plans to implement practical AI transformation across its affiliates, combining frontline business experience with data to improve profitability. The group’s CEO seminar is an annual strategy meeting for senior executives to review business performance and discuss growth strategies and key issues.

美国当地时间11月13日午间，Anthropic联合创始人兼CEO达里奥·阿莫迪与摩根大通CEO杰米·戴蒙（Jamie Dimon）在纽约举行了一场IPO主题对话。

黄仁勋骤然离场，令英伟达这台以股权投资、担保和回购构建的逾5000亿美元AI循环融资机器失去操盘手。

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。

黄仁勋和 Anthropic 的 CEO 在 AI 政策和芯片出口上公开对立，这不是秘密。从华盛顿的激烈争论，到黄仁勋公开拒绝阿莫迪推动的全面出口禁令，两人早就摆明了阵势。

当攻击者开始瞄准员工身份、内部权限和供应链，仅存好私钥，已不足以构成完整的安全防线。

黄仁勋的突然离任，可能只是美国科技巨头政治风险集中爆发的开始。

高盛2027年全球股票策略指出，AI资本开支热潮接近顶点，全球盈利增速将大幅放缓。

一个用33年时间创造了全球AI芯片帝国的创始人，真的应该就此离开吗？

黄仁勋,英伟达,ETH,黄仁勋也曾是个「以太坊 KOL」 金色财经,「以太坊会变得相当有价值。」

金色财经推出加密货币和区块链行业早报《金色早8点》3242期，为您提供最新、最快的数字货币和区块链行业新闻。