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.

米国現地時間11月13日、アントロピックの共同創業者兼CEOのダリオ・アモディ氏とJPモルガン・チェースのCEOであるジェイミー・ダイモン氏が、ニューヨークでIPOをテーマにした対談を行った。

ジェンセン・フアン氏の突然の退任により、株式投資、保証、自社株買いを基盤とするNvidiaの5000億ドルを超えるAI事業の資金調達システムは、中心人物を失ったことになる。

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、市場および契約データ、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。

ジェンセン・フアン氏とアントロピック社のCEOが、AI政策と半導体輸出を巡って公然と対立していることは周知の事実だ。ワシントンでの白熱した議論から、フアン氏がアモディ氏が推進する包括的な輸出禁止措置を公然と拒否したことまで、両者は以前からそれぞれの立場を明確にしてきた。

攻撃者が従業員の身元情報、社内権限、サプライチェーンを標的にし始めると、単に秘密鍵を保管するだけでは、完全なセキュリティ防御を構築するには不十分となる。

ジェンセン・フアン氏の突然の退任は、アメリカの巨大テクノロジー企業における政治的リスクの集中的な発生の始まりに過ぎないのかもしれない。

ゴールドマン・サックスの2027年グローバル株式戦略によると、AI関連の設備投資ブームはピークに近づいており、世界の利益成長は大幅に鈍化する見込みだ。

33年かけて世界的なAIチップ帝国を築き上げた創業者は、本当に退任すべきなのだろうか？

ジェンセン・フアン氏（Nvidia、ETH）。ジェンセン・フアン氏はかつて「イーサリアムのKOL（キーオピニオンリーダー）」でもあった。Jinse Finance：「イーサリアムは非常に価値が高くなるだろう。」

Jinse Financeは、デジタル通貨とブロックチェーン業界に関する最新かつ最速のニュースをお届けする日刊暗号通貨・ブロックチェーンニュース速報「Jinse at 8 AM」第3242号を発行しました。