Paraguay’s National Electricity Administration (ANDE) said special power contracts for high-energy users, including cryptocurrency miners, will end on December 31, 2027, and will not be renewed under current regulations. According to Odaily, the operators collectively use 943.8 megawatts of Paraguay’s surplus hydropower, and the change is expected to significantly affect HIVE Digital Technologies, which has about 77% to 80% of its active mining capacity in the country. ANDE is also signing 15-year power supply agreements with AI data centers.

According to ChainCatcher, Fed Vice Chair Philip Jefferson said inflation has become the most important measure for policymakers weighing whether to raise interest rates further. He noted that economic activity and the labor market have remained strong recently, while price pressures persist. Jefferson said the inflation outlook will provide an important signal for monetary policy, and policymakers should follow economic data when deciding whether to adjust policy. Several Fed officials expressed concern about price pressures this week, while markets expect a rate hike in December.

Anthropic’s highly anticipated IPO faces added scrutiny after Nvidia co-founder and longtime CEO Jensen Huang stepped down on Thursday, following reports that he was involved in two extramarital affairs. The IPO is seen as a test of investor appetite for the AI sector. According to Sina Finance, Anthropic is expected to list next Wednesday or Thursday, days after Nvidia reports earnings for the first time without Huang at the helm. Nvidia is a close Anthropic partner and has agreed to buy about $10 billion in shares through a $26 billion private placement concurrent with the IPO, according to Anthropic’s filing. Anthropic has committed billions of dollars for access to Nvidia’s advanced chips. Investors and analysts said the Nvidia turmoil is unlikely to affect Anthropic’s core business but could influence the broader narrative around AI. Jay Goldberg, an analyst at Seaport Research Partners and one of the few Wall Street analysts with a sell rating on Nvidia, said Huang’s departure would not stop the IPO. He said greater risk could emerge after listing, when Anthropic releases its first quarterly results and investors may question whether the AI rally can continue. M13 partner Carl Almar said Anthropic’s fundamentals remained solid, citing strong company data, ample computing capacity and controlled spending. Anthropic is less dependent on Nvidia than many peers: some of its models also run on Google TPUs, Amazon Trainium chips and AMD GPUs. The company is also reportedly developing its own chips. Francine McKenna, an accountant and investigative journalist who teaches at the Wharton School, said Nvidia’s $10 billion commitment was likely to proceed, but investors who expected Nvidia to support CoreWeave might need another backer. Georgetown professor Jason Schletzer said scrutiny of Anthropic’s ties to Nvidia and Nvidia-linked customers could increase. With more than 400 investors involved, the IPO is a high-stakes liquidity event for Silicon Valley’s AI-focused private market. Market participants broadly view a successful listing as positive for the AI rally, while a weak reception or indefinite delay could signal that the boom is nearing a bubble break. One anonymous venture investor said Anthropic could benefit because its CEO, Dario Amodei, has differed with Huang on AI regulation, and the company’s chip development could open up supply-chain capacity.

Anthropic 招股书把全球知识工作者 40 万亿美元的工资称作「经济价值」，本文顺着脚注追问：这笔钱若真被模型吃掉，会流向谁的账户。

黄仁勋辞任后，Polymarket 押注十大接班人选：伊恩·巴克以30%领跑，克雷斯17%，外部哈斯、斯鲁吉各12%。本文拆解三大阵营与挖角难题。

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AI目前更多是购物的发现与辅助入口，而非自主买家；代理商务真正的经济边界，是验证一次购买是否正确的成本，稳定币只能省下部分接入与结算摩擦。

黄仁勋辞职后英伟达股价较峰值跌31%，市盈率仅12倍；巴伦认为关键在盈利而非人事，分析师给出最多160%的上行空间。

电话问世时没人知道它该用来做什么，而它最终被设想为连接全人类的“世界大脑”的神经系统。

Airwallex CEO 张硕曾质疑加密货币，如今联合创办的 Alta 完成 4750 万美元融资，要为金融机构造链。

帮朋友炒币亏了不必全额赔，是否构成诈骗要看有无欺骗行为和非法占有目的。

黄仁勋辞任英伟达CEO，CFO克雷斯接任临时CEO，AI叙事换锚叠加杠杆踩踏，比特币一度跌破6.8万美元，24小时全网爆仓12.3亿美元。

中国贸易顺差和净结汇的支撑仍在，2027年人民币汇率走势更趋双向震荡，三种情景决定方向。