バイナンス、秘密鍵、ネットワークセキュリティ、バイナンスのホットウォレットはMPCを使用：なぜ攻撃者は資産を移転できたのか？ジンセファイナンス、秘密鍵は漏洩していないのに資産が移転：なぜMPCの防御は失敗したのか？

Machi Big Brother sold two Bored Ape Yacht Club (BAYC) NFTs at a combined loss of about $87,000. According to Odaily, BAYC #9593 was bought for $62,990 and sold for $15,720, a loss of $47,270, while BAYC #65 was bought for $54,390 and sold for $14,680, a loss of $39,720.

The United Arab Emirates cut the price premium for December supplies of its flagship oil grade shortly after neighboring Saudi Arabia made cuts, as rebounding Middle East supplies intensify competition for market share, Bloomberg reported.

Bitcoin fell to around $74,200 since midnight UTC on Tuesday, November 10, touching an overnight low of $74,100 ahead of US inflation data. Ether lost 1.4% and the CoinDesk 80 slipped 0.2%, while the CoinDesk Memecoin Index rose 0.4%.Crypto lagged a rebound in US stocks on Monday. The S&P 500 posted its best day since April 8 and the Nasdaq Composite rose 2.7%, recovering part of last week’s AI-led selloff. Bitcoin is little changed over the past 24 hours.CPI Expected to Show Slower InflationThe US consumer price index is due at 13:30 UTC. Economists polled by Dow Jones expect headline CPI to have risen 0.3% in October and core CPI 0.2%, slower than September’s 0.6% and 0.3%.IBIT Extends Outflow Streak to Seven DaysUS spot bitcoin ETFs lost a net $201 million on Monday, according to Farside Investors. BlackRock’s IBIT led with $213.2 million of outflows, its seventh straight session of withdrawals.Liquidations Drop 84%Crypto futures liquidations fell about 84% to $184 million over 24 hours, from more than $1 billion on Monday. Trading volume fell 8.55% to $165.2 billion, while open interest edged up 0.59% to $128.4 billion, which means trading cooled and little new money came in. Market orders were split almost evenly, at 49.69% buying and 50.31% selling.Funding rates are moderately positive for most major coins, including bitcoin and ether, meaning longs are paying shorts. GRAM, the token formerly known as Toncoin, stands out with annualized funding of about −60%, a sign that too many traders are betting against it.Money Flows Into AVAX, Out of HYPE and XRPBTC, ETH and SOL: open interest rose slightly even as prices held flat or fell, so small amounts of new money came in.AVAX: open interest jumped 13% on a 5% price gain, a sign of strong inflows.HYPE: open interest fell 1.14% even as the price rose 1.62%, so money left during the rally.XRP: open interest fell 3.83% and it saw some of the heaviest market-order selling.ZEC: open interest fell 3.31% on a 5.41% price drop. That was mostly the lower price rather than money leaving, though ZEC saw the heaviest market-order selling.Options Traders Still Favor ProtectionIn bitcoin options, puts carry a premium over calls across all expiries, with one-week skew at about 10%. One-week implied volatility is about 38%. The most traded contract is the $74,000 put expiring November 13.Ether options are more mixed. Puts still carry a premium, with one-week skew at about 11%, but most of the most traded contracts are calls, led by the $2,600 call expiring December 25.AVAX Gains on Tokenization News; Privacy Coins SlideAVAX is up 5% over 24 hours after Ava Labs announced on November 9 that Avalanche will be the core ledger for clearing and settlement on an NYSE-affiliated platform for tokenized securities. It has slipped 2.6% since midnight UTC.XDC, a layer-1 blockchain focused on tokenizing real-world assets, led the CoinDesk 100 with a 7% gain since midnight UTC.Privacy coins gave back last week’s gains as traders rotated into real-world asset tokens. Monero (XMR) fell 7.8% and zcash (ZEC) 6.3% over 24 hours.HYPE listed on Upbit, South Korea’s largest exchange, at 06:00 UTC, but is down 0.9% since midnight UTC at around $74.50, about 22% below its $96 peak in late October.PIEVERSE, a project that lets AI agents transact through messaging apps, rose about 30% after teasing an AI agent trading desk, which has not yet launched.CoinMarketCap’s altcoin season index fell to 40 out of 100, from 62 a month ago.

US stock futures were mixed after the market’s best day since April, with investors focused on an inflation report that could clear the way for a Federal Reserve rate hike as soon as next month, according to Bloomberg. The Anthropic IPO was also in focus.

According to Jin10, Bank of England Deputy Governor Lombardelli said she believes slack in the UK economy may be lower than the Bank of England expects, perhaps 0%-1% rather than 1%.

Anthropicは新規株式公開（IPO）を進めており、目標とする企業価値は約1兆ドルで、これは以前の予想を下回る額である。Google、Microsoft、Nvidiaなどは、260億ドルの戦略的株式募集に応募する予定だ。

10月の消費者物価指数（CPI）データは今夜発表される予定で、市場はすでに12月の86％の利上げを織り込んでいる。ゴールドマン・サックスは、コアCPIは前月比わずか0.16％の上昇にとどまると予想しているが、コアPCEは高水準を維持すると見込んでいる。

トークン化された融資商品4つは、既に10億5000万ドルの資産を蓄積している。機関投資家向けリスク加重資産（RWA）の次の成長段階は、これらの資産がDeFi融資市場における適格担保となり得るかどうかにかかっている。

Anthropic社は、65点を獲得してチャートのトップに立った『Fable 5.2』をリリースする一方で、1.7ギガワットのガス発電機を購入するために34億ドルを費やした。AIのコストは、チップやメモリから電力に至るまで、あらゆる面で上昇しており、2030年までの新型マシンの納入がすでに予定されている。

RWAトークン化は、国務院の財政活動報告における違法金融活動の防止に関する章に盛り込まれており、「国内では厳しく禁止され、海外では厳しく規制される」という規制上の位置づけが明確に定義されている。

モルガン・スタンレーのアナリスト、ショーン・キム氏は、サムスン電子とSKハイニックスの目標株価を引き下げ、2028年の「利益の急落」がメモリのスーパーサイクルを終わらせる可能性があると警告したが、株価評価は調整済みであるとし、サムスンを自身のトップピックに引き上げた。

ジェンセン・フアンが不倫を認めた翌日、ブルームバーグは、Nvidiaの法務顧問が米国商務省に電話をかけ、メガスピードの調査について問い合わせたことを明らかにし、5万個のチップの不一致が発覚した。

Coinbaseは、ニューヨーク州を除く米国の適格顧客が、Base上の新しいMorphoマーケットを利用して、アプリ内でPAX Gold（PAXG）を担保にUSDCを借り入れることができるようになった。Coinbase Borrowが現物商品を担保として受け入れるのは今回が初めてであり、借り手は変動金利に直面し、金価格が下落した場合は清算される可能性がある。

米国のAI関連株の急落は仮想通貨市場にも波及し、11億ドル相当のレバレッジ取引が清算され、ビットコインは7万4000ドルを下回った。AIエージェントが他者に代わって支払いを行うようになり、権限の境界について新たな疑問が生じている。