Golden Weeklyは、Golden Financeが発行するブロックチェーン業界の週刊サマリーコラムで、主要ニュース、マイニング情報、プロジェクトの最新情報、技術進歩、その他の業界動向を網羅しています。

According to CNBC, Wall Street analysts favor Viper Energy (VNOM), Exxon Mobil (XOM) and Williams (WMB) for dividend income, with each receiving a buy rating from analysts cited in the article. TD Cowen’s Aaron Bilkoski reiterated a buy rating on Viper Energy with a $61 price target; the company announced a 50-cent-per-share base cash dividend for Q3 2026 and has a 5.7% yield based on base and variable dividends over the past 12 months. TD Cowen’s Jason Gabelman reiterated a buy rating on Exxon Mobil and raised his price target to $193 from $180. Exxon declared a quarterly dividend of $1.07 per share, up 3.9%, and has an annualized yield of 2.53%. CIBC’s Robert Catellier reaffirmed a buy rating on Williams with an $82 price target. Williams announced a quarterly dividend of $0.525 per share, or $2.10 annualized, and has a 3.09% yield.

Morgan Stanley says leveraged ETFs sold a record $57B of US stocks on November 5, when the Nasdaq fell about 5.5%, while hedge funds cut net leverage 5 points in a day. Bitcoin steadied near $75,950 with neutral funding rates. Tokenized gold trading on Binance hit a record $325M in weekly volume as gold stabilized near $4,000. Inflation mentions on S&P 500 earnings calls reached 820, the most since February 2024. Tuesday’s October CPI, CoreWeave earnings and Anthropic’s IPO roadshow headline the week, with December hike odds at about 80%.Morgan Stanley: Record $57 Billion Leveraged ETF Selling Drove November 5 Stock SelloffLeveraged ETFs sold $57B of US stocks on November 5, the most since data began in 2007, per Morgan Stanley’s derivatives team. The Nasdaq fell about 5.5% that day. Net leverage at US long-short hedge funds fell 5 points in one day, the fifth-largest drop since 2010, and now sits in the bottom 10% of its historical range. Since June, active selling has cut hedge fund exposure by 10.7% of end-June holdings, the largest reduction in at least 10 years. AI stocks still make up 32% of hedge fund absolute exposure. Retail selling in the first 90 minutes was the second-largest since 2016, and rising stock correlations point to broader risk-cutting.US CPI, PPI and CoreWeave Earnings to Test Markets as Fed Hike Bets Hit 80%LSEG data shows about an 80% probability of a December hike, with two more 25bp hikes expected this cycle, after October payrolls of 165,000 and unemployment at 4.1%. October CPI is due Tuesday, November 10, at 13:30 UTC, with ING expecting +0.3% headline and core; PPI follows Friday. Waller, Bowman, Barr and Jefferson speak this week. CoreWeave reports Tuesday after the close, Nebius and Cisco on Thursday, alongside Anthropic’s possible roadshow launch, a “double stress test” for AI assets. Explosive Options’ Bob Lang noted the CBOE put/call ratio hit 1.2, twice its average, and wants repeats to confirm a bottom. Freedom Capital’s Jay Woods wants the VIX above 30; it was around 24 Friday. US, Russia and Ukraine hold talks in Abu Dhabi November 10-11.Inflation Mentions on S&P 500 Earnings Calls Hit 820, Highest Since February 2024Inflation-related terms came up 820 times on S&P 500 earnings calls in October, per Bloomberg. One week into November, mentions had already passed all of November last year. Bloomberg Economics says income growth is failing to keep pace with prices. Higher oil is raising costs for fuel, fertilizer and plastic resin. GM expects commodity, logistics and memory chip costs to cost about $2B this year. Wells Fargo CEO Charles Scharf said persistent inflation and high rates are a headwind for consumers and corporate clients.Tokenized Gold Trading on Binance Hits Record $325 Million Weekly Volume as Crypto Market CoolsGold-backed product volume on Binance exceeded $325M over seven days, excluding the listing spike, per analyst Darkfost. Trading peaked at $78M on November 5, the day US stocks sold off. Cumulative volume has passed $8B since launch. Tokenized assets total about $50B per CoinGecko, with commodity-backed tokens near $6B, mostly gold. Gold is down more than 30% from its high this year and stabilizing near $4,000.Bitcoin Steadies Near $75,950 as Funding Rates Hold Neutral and ETH Bearish Sentiment EasesBitcoin traded around $75,950 on November 8, up 0.09% over 24 hours. BTC funding is 0.0087% (open interest-weighted) and 0.0081% (volume-weighted). ETH funding rose to 0.0068% and 0.0064%, within the neutral range, pointing to easing bearish sentiment. The baseline is 0.01%, with readings below 0.005% signaling bearish sentiment.One flag: story 2’s source says “about 80%” while yesterday’s digest cited 78% and 75% from different sources; keep the LSEG attribution.

Vitalik wrote on X that valuation support from ETH burns is not a true floor because the revenue mainly comes from activity within the crypto ecosystem, where users’ ability to pay would also decline if ETH prices fell sharply. According to Odaily, he said growth in the real-world asset (RWA) economy now provides Ethereum with stronger external revenue support, though mature businesses are unlikely to generate an episode like digital monkeys burning $180 million worth of ETH in a single day.

Trading in tokenized gold on Binance is climbing even as the wider crypto market weakens, crypto analyst Darkfost said on X. Volume for gold-backed products on Binance reached a record of more than $325 million over the past seven days, excluding the initial spike at listing.Trading peaked at $78 million on November 5, the day US stocks sold off sharply. Cumulative volume for gold-backed products on Binance has passed $8 billion since launch.Tokenized Assets Near $50 BillionThe total market value of tokenized assets is about $50 billion, according to CoinGecko. Commodity-backed tokens make up nearly $6 billion of that, and gold accounts for most of it.Gold Steadies Near $4,000Gold has fallen more than 30% from its high this year and is now stabilizing around $4,000 an ounce, according to Darkfost.

予測、暗号通貨、暗号通貨市場、暗号通貨市場における過小評価されている機会：資金調達レートは個別に取引できます（ゴールデンファイナンス） - ほぼすべての暗号通貨取引には、その中に別の取引が隠されています。

アナリストらは、SpaceXとAnthropicの契約には「90日間の双方向解約条項」が含まれていると考えている。つまり、コンピューティング能力の供給が逼迫した場合、マスク氏はコンピューティング能力の価格を当初の契約価格の2～3倍に引き上げることができ、Anthropicの運命、ひいてはAI業界全体の将来を直接左右する可能性があるというのだ。

11月に米国各地で行われた複数の住民投票や地方選挙の結果が発表されると、AIデータセンターの拡大に対する国民の抵抗は前例のないレベルに達し、出口調査では回答者の76％が自身の地域におけるデータセンターの建設に明確に反対していることが明らかになった。

仮想通貨業界で働く多くの人々にとって、真の懸念は別の方向にあるかもしれない。国内政策で仮想通貨のマイニング活動が明確に禁止されている以上、中国でマイニングマシンを購入し、海外のマイニングファームに輸出することも密輸に当たるのだろうか？

野村證券は、「ブルーウェーブ」によって規制が強化され、米国のデータセンター建設が減速することで、世界のAIチップ価格が下がり、中国企業が高性能GPUやHBMを入手する際の困難が緩和され、ひいては中国のAI経済にとって概ね有益になると考えている。

米国財務省によるMEXCに対する規制は、まず米国金融機関との資金移動から始まる。

規制枠組みの確立に伴い、韓国における新規上場／独占上場の割合は大幅に減少した。

抗議活動の波はスコットランドからスペインにまで広がり、ダブリンでは2000人、ヘルシンキでは1300人がわずか1日で同時に集会を開き、アムステルダムでは衝突や逮捕者が出た。

今週、14社のブロックチェーン関連スタートアップ企業が総額4350万ドルを調達した。中でもUranium DigitalはシリーズAラウンドで1650万ドルを調達し、今週最大の資金調達額となった。