According to ChainCatcher citing CryptoQuant, wallets holding more than 1,000 BTC added about 47,000 BTC during Bitcoin’s latest 24% decline. Wallets holding 1,000 to 10,000 BTC accounted for 43,700 BTC of that increase, while wallets holding 100 to 1,000 BTC shed 50,500 BTC and those holding 10 to 100 BTC sold 14,400 BTC. Bitcoin’s 30-day apparent demand fell to about -284,000 BTC, its weakest level since April 2025. Net realized losses were recorded on 14 of the 16 days since October 29, totaling about 84,000 BTC. CryptoQuant said short-term holders, ETFs and mid-sized wallets were selling faster than whales could absorb the supply.

Strategy Executive Chairman Michael Saylor proposed creating $10 billion to $30 billion in digital credit financing capacity from the company’s existing balance sheet during its third-quarter earnings call, without issuing common stock or relying on further Bitcoin price gains. According to Odaily, the $30 billion figure is the capacity ceiling, not a near-term fundraising target. CEO Phong Le said future Bitcoin purchases will mainly be funded by issuing preferred securities, particularly STRC perpetual preferred stock. The securities have no fixed maturity or voting rights, pay fixed dividends and rank ahead of common stock in payment priority; STRC is designed to offer a double-digit yield. As of October 25, 2026, Strategy held 848,517 Bitcoin, up 26% year to date. Its dollar assets totaled about $5.07 billion, enough to cover preferred dividends and debt interest for about 3.4 years. The company reported third-quarter net income of $19.53 billion, mainly from $20.91 billion in digital asset gains. Strategy has $16 billion in nominal digital credit securities across 10 listed instruments. It divides its capital structure into digital capital (Bitcoin), digital equity (common stock) and digital credit (preferred instruments), and is reducing its reliance on at-the-market stock offerings and convertible bonds.

Cardano founder Charles Hoskinson said he never promised ADA price gains during a heated livestream with frustrated holders, disputing a viewer’s claim that he had promised Cardano would overtake Bitcoin. The exchange and Cardano’s completed roadmap were reported by BeInCrypto, as ADA traded near $0.1635, down 26.6% over the past month and about 94.7% below its $3.09 all-time high reached in September 2021. Hoskinson said the five-era roadmap is complete and that his work on Cardano is done, adding that the network has millions of users, governs itself and no longer depends on him. The roadmap covered Byron (2017 network launch), Shelley (2020 staking), Goguen (2021 smart contracts), Basho (2022 scaling) and Voltaire (2024 on-chain governance). The Plomin hard fork in January 2025 gave ADA holders direct voting power over the network’s future. Hoskinson said he had expressed a belief that Cardano could become the largest cryptocurrency, but had not promised that outcome or price appreciation.

Solana Confidential Compute is in beta on Solana devnet, and no mainnet release date has been announced. According to Odaily, the Solana Foundation said the open-source tool, developed with the Nito team, includes an SDK and an on-chain verifier for building private AI applications and verifying computing hardware; it has not been audited. A confidential virtual machine generates a signing key, which a hardware report binds to a recent Solana slot. After verification, an on-chain program records the key, hardware type and expiration time. AI computation takes place off-chain, and the output is signed with the key. Applications can verify the signature and query the on-chain record; conversation content and private inputs are not made public. The beta supports Intel TDX and AMD SEV-SNP hardware attestations, while Nvidia GPU attestation remains in development. In the Solana Confidential Chat example, the browser verifies the environment before encrypting a prompt, and does not send it if verification fails. The application server can see visitors’ IP addresses, while Nito can see account and model details, request times and ciphertext sizes. Nito has integrated the tool into its private AI platform.

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。