U.S. inflation data anchors the week, with October's consumer price index due Tuesday as investors gauge whether price pressures are cooling after a gasoline-driven 0.6% monthly jump pushed annual inflation to 3.7%, its highest since May. Economists expect a 0.2% monthly rise, according to CoinDesk, with producer prices following Friday after a 6.3% annual gain in September. A hotter reading would strengthen the case for higher rates, a headwind for crypto and other risk assets, while a heavy slate of crypto-company earnings and token governance votes fills out the calendar. Crypto: • Nov. 9, all day ET – Kinetiq launches the mainnet of Elysium, a general-purpose layer-2 network for the Hyperliquid ecosystem. • Nov. 12, all day ET – The European Banking Authority takes over supervision of USDC's own funds, reserve assets, liquidity, and recovery and redemption plans. • Nov. 12, 12 p.m. ET – Open Standard hosts an OUSD payments demonstration and livestream from San Francisco. Macro: • Nov. 10, 8:30 a.m. ET – U.S. Consumer Price Index for October: MoM est. 0.2% (prev. 0.6%); YoY (prev. 3.7%); core MoM (prev. 0.3%); core YoY (prev. 2.6%). • Nov. 10, 3:30 p.m. and 6:30 p.m. ET – Fed Vice Chair for Supervision Michelle Bowman speaks on the economic outlook. • Nov. 11, all day ET – Veterans Day: U.S. bond markets are closed on SIFMA's recommendation, while stock markets stay open. • Nov. 12, 2 a.m. ET – U.K. GDP QoQ for the third quarter, first estimate (prev. 0.5%); GDP MoM for September (prev. 0.1%). • Nov. 12, 8:30 a.m. ET – U.S. initial jobless claims for the week ended Nov. 7 (prev. 189K). • Nov. 13, 5 a.m. ET – Eurozone GDP QoQ for the third quarter, flash estimate (prelim. 0.4%); GDP YoY (prelim. 1.3%); employment flash. • Nov. 13, 8:30 a.m. ET – U.S. Producer Price Index for October: MoM (prev. 1.3%); YoY (prev. 6.3%). • Nov. 15, 6:50 p.m. ET – Japan GDP annualized QoQ for the third quarter, preliminary est. 0.3% (prev. 1.4%). Earnings: • Nov. 9, post-market ET – MARA Holdings (MARA). • Nov. 9, post-market ET – Exodus Movement (EXOD). • Nov. 9, pre-market ET – Sharplink (SBET). • Nov. 9, post-market ET – Trump Media & Technology Group (DJT). • Nov. 9, post-market ET – BitGo Holdings (BTGO). • Nov. 9, post-market ET – HIVE Digital Technologies (HIVE). • Nov. 10, post-market ET – CoreWeave (CRWV). • Nov. 10, pre-market ET – Bitdeer Technologies (BTDR). • Nov. 11, pre-market ET – DeFi Development (DFDV). • Nov. 12, pre-market ET – Figure Technology Solutions (FIGR). Token Events: • Nov. 9, all day ET – Aave DAO holds an off-chain vote on adding native BTC as collateral on Aave V4 through Babylon's bitcoin vaults; voting ends Nov. 9. • Nov. 11, all day ET – Optimism holds a second ratification vote on Security Council appointments after the first failed to reach quorum; the elected council lead would nominate members, who would be seated unless holders of 20% of votable OP supply veto them. Voting ends Nov. 11. • Nov. 11, all day ET – CoW DAO votes on a $10.45 million 2027 budget for development and related services, and on raising its legal-structure budget to $500,000 while moving responsibility for existing COW buybacks to the Foundation. Both votes end Nov. 11. • Nov. 11, all day ET – SSV Network votes on extending SSV Labs' stewardship of the network through June 2027, funded by 1.5 million USDC for 2026 and 2.7 million SSV for the first half of 2027, with an option to take 900,000 USDC instead of 1.7 million of those SSV. Voting ends Nov. 11. • Nov. 12, all day ET – Arbitrum DAO votes on moving 1,800 ETH from its treasury, about 1,714 ETH to treasury strategies and 86 ETH to the Arbitrum Developer Guild, and on adjusting transaction-cost parameters on Arbitrum One and Nova for Ethereum's Glamsterdam upgrade. Both votes end Nov. 12. • Nov. 13, all day ET – Arbitrum DAO votes on adopting USDG in a proposal that includes adding 100 million ARB to its DRIP incentive program. Voting ends Nov. 13. • Nov. 15, all day ET – Cardano's Strategic Copper Reserve proposal, which requests 22 million ADA from the treasury to buy COMEX Grade 1 copper and tokenize it as CuTT, expires Nov. 15 if not ratified.

Former Shein Executive Chairman Tang Wei said in a recent media interview that stepping down weeks before the IPO was his own decision, not the result of pressure from founder Xu Yangtian. According to Sina Finance, Xu has personally taken over as Shein's executive chairman, while Tang will continue as a company adviser. Tang said the decision to step away was difficult because he loved the job, but added that important roles are never truly finished and waiting until everything is in place would mean never leaving. He said that as corporate governance continues to improve, Shein's valuation will eventually reflect improvements in its fundamentals. “I often say, what could be better than putting yourself in a fishbowl in the middle of a square?”

According to ChainCatcher citing South Korean semiconductor publication THE ELEC, Samsung Electronics found that semiconductor etching process recipes were repeatedly transferred to Lam Research Korea beyond the scope of authorized data access. Samsung discovered the issue in the second half of this year and classified it as a serious technology leak. The transfers involved recipe files that had not been approved for external release and stemmed from improper data requests, rather than a single incident. Under an agreement, Lam Research could access limited equipment data for optimization and maintenance, with its Korean subsidiary submitting requests to Samsung. The recipes contain critical manufacturing parameters, including temperature, chamber pressure, gas flow and processing time. Lam Research Korea announced on November 6 that Kim Tae-won would replace Park Jun-hong as CEO. Some industry observers linked the leadership change to the data leak, but no public information establishes a direct connection. Samsung and Lam Research Korea did not respond to THE ELEC’s requests for comment.

According to ChainCatcher, Arkham said it added holdings labels for several crypto funds under existing entities, covering about $3 billion in Bitcoin and other crypto assets. The newly labeled assets include about $1.52 billion for CoinShares’ BITC spot Bitcoin ETP, $507.2 million for VanEck’s VBTC Bitcoin ETN, $266.6 million for Invesco’s BTIC spot Bitcoin ETN, and $125.9 million for Grayscale Solana Trust.

Royal Bank of Canada strategist Lori Calvasina said the U.S. stock market may be nearing a short-term bottom, but declines could continue if earnings and economic growth face more severe shocks. According to Sina Finance, sentiment measures, including the bullish share in the American Association of Individual Investors survey, have fallen to levels associated with a moderate selloff, with investors more stunned than panicked. The relative valuation appeal of U.S. stocks has improved, and the gap between their forward price-to-earnings ratio and that of other developed markets has returned to around its post-pandemic low, potentially allowing U.S. stocks to regain market leadership. The S&P 500’s valuation contraction has exceeded typical levels in most major selloffs, and its decline has exceeded many investors’ perceptions; however, the Russell 2000 has not reached the deeply oversold territory associated with past market bottoms.

JPMorgan strategists said investors could add to equities before year-end following the recent decline. According to Sina Finance, a team led by Mislav Matejka said economic growth remained resilient and falling bond yields were more likely to support risk assets than signal a recession. The team said the recent rush of funds into defensive sectors had gone too far; higher-risk cyclical sectors could rebound if economic activity remains resilient, oil prices retreat and Treasury yields stabilize. It said bond yields had peaked and advised investors to broaden their equity holdings rather than concentrate them in leading technology companies. JPMorgan maintained overweight positions in emerging markets and the eurozone, and neutral positions in the United States, Japan and the United Kingdom. The team viewed the sharp technology-sector pullback as a buying opportunity, not a reason to turn broadly bearish, and named semiconductors as its preferred AI-related investment. In Europe, it favored mining, capital goods, semiconductors, building materials and luxury goods, while underweighting energy, consumer staples, insurance, media and software.

After Donald Trump returned to the White House, the political environment for U.S. mergers and acquisitions changed, and companies renewed their enthusiasm for pursuing transformative deals that had once seemed out of reach. But the time available to U.S. companies may be running short. According to Sina Finance, Democrats’ landslide victory in the midterm elections has suddenly created urgency on corporate boards. Executives are considering whether they have one last opportunity to complete a transformative deal while merger-friendly officials remain in the Trump administration. Conversations with top advisers indicate that the election result has prompted companies to consider accelerating their plans and bringing major strategic deals forward. Companies recognize that a resurgent Democratic Party could impede the major M&A wave that has been building during Trump’s second term and helping drive Wall Street revenue to record levels. Kevin Foley, JPMorgan’s co-head of investment banking, said companies should be prepared to pursue deals in another complex business environment. Foley, who is based in New York, said, “The biggest risk may be thinking that everything will eventually return to normal. Doing nothing is always an option, but in an era when industries are changing so quickly, it is the wrong choice.” Wells Fargo senior banker Fernando Rivas said at an industry conference in Boston last Thursday that a “now or never” mindset will return and drive M&A activity in the near term.

台北で開かれた2つの夕食会が、黄仁勲、黄楽、そしてメガスピードを結びつけた。Nvidia社はすべてが正常だと主張したが、10日後、黄仁勲は全社員に対し、妻に不貞を働いていたことを告白した。

ジェンセン・フアン氏が不倫を認めた後、Nvidiaの時価総額は一夜にして1800億ドルも減少した。カリフォルニア州の共同財産制度に基づいて離婚した場合、彼の妻は理論上、最大626億ドル相当の株式を受け取る可能性がある。

紙に書かれた記憶術のフレーズからソーシャルログインウォレットまで、セキュリティ対策が緩められるほど、ユーザーはリスクを認識できなくなる。信頼と依存の蔓延こそが、窃盗の根本原因なのだ。

中間選挙後、トランプ大統領は予定より早くレームダック期間に入り、仮想通貨政策の恩恵は一時的に停止され、業界内の同質競争は激化した。しかし、2026年末には、潜在的なブレークスルーの機会がまだ潜んでいるかもしれない。

NvidiaとMegaspeedが半導体業界で特別な役割を担っていることを考えると、世界的なAIチップ大手企業のトップが関わるこの個人的なスキャンダルは、単なる個人的なスキャンダル以上の意味を持つ。

ウォール街の和解の申し出はHYPEを支えるには至らなかった。価格に織り込まれた利益、トークンの割り当て、そして政策の不確実性といった要因が重なり、価格は急騰した後、下落に転じた。

黄仁勲氏のスキャンダルにより、シンガポールのコンピューティング能力プロバイダーであるメガスピード社が注目を集めている。チップは輸出されず、コンピューティング能力は東南アジアのデータセンターを経由して中国にリースバックされているが、輸出規制の抜け穴はいつまで悪用され続けるのだろうか？

MEXCの禁止措置やBinanceとOKXの和解、ICEの導入など、米国は法執行、投資、ドル建てステーブルコインという3つの手段を用いて、世界の取引所を自国の金融ネットワークに組み込もうとしている。

DeepSeek、AIエージェント、ハーネス：かつての「シェルプロダクト」は、DeepSeekスーパーエージェントの概念を初めて実証しました。ゴールデンファイナンス：単一の機能は10日でコピーできますが、何千もの不満事例はコピーできません。

テクノロジー業界の幹部が個人的なスキャンダルに巻き込まれた場合、市場はすでにどのように反応するかという明確なシナリオを持っている。