Hyperliquidのオーダーブックが構成可能になると、何が起こるのでしょうか？

Ledgerのソフトウェア開発キットは、デフォルトでユーザーの暗号通貨取引の詳細、ウォレットアドレス、デバイス情報をサーバーに送信しており、プライバシーに関する懸念が高まっている。Ledgerは、このデータはクリア署名機能をサポートするものであり、保存されないと説明しているが、批判者たちは、なぜ事前にユーザーに許可を求めなかったのかと疑問を呈している。

According to ChainCatcher citing Mlm on chain, Nvidia (NVDA) has become the largest HIP-3 market by open interest on Hyperliquid and the platform’s fourth-largest market, behind BTC, ETH and HYPE. Open interest reached $535 million, up 5.8 times in the past seven days and 2.4 times the previous peak of $227 million in June. Daily trading volume in the NVDA market topped $1 billion for the first time. The largest individual position is a 348,000-share NVDA short held by Jump, valued at about $56 million and described as non-directional. The largest directional position is a 191,000-share long worth about $30.7 million, built over the past 24 hours at an average entry price of $174.43 and currently showing an unrealized loss of about $2.6 million. The market has 9,517 trading wallets, 83% of which hold long positions; market makers account for 70% of short open interest. Long positions have an average entry price of $169.55, while the mark price is $160.66, about 5.2% lower. Total unrealized losses on NVDA long positions stand at $14.6 million.

Bank Indonesia is intervening in foreign exchange and bond markets to stabilize the rupiah, which has fallen to a record low. According to Sina Finance, Erwin Hutapea, the central bank's executive director for monetary and securities management, said in a statement on Thursday that Bank Indonesia would remain in the market to stabilize the rupiah and keep its movements in line with fundamentals. The bank is intervening through offshore and onshore non-deliverable forwards and spot foreign exchange transactions, and is buying government bonds in the secondary market. Expectations that the Federal Reserve will raise interest rates next month have strengthened the U.S. dollar and Treasury yields, contributing to capital outflows from emerging markets. Potential downgrade risks involving MSCI, domestic economic developments, and increased foreign exchange demand at year-end have also pressured the rupiah.

According to ChainCatcher, OpenAI has expanded ChatGPT Finances to its Mac desktop app. After updating the app, users can select Finance in the sidebar to connect bank, credit card and investment accounts through Plaid, then view balances, analyze spending, manage subscriptions and track portfolios. ChatGPT can use account transaction, balance and investment data to answer questions, such as which category a user spent the most on during the month or which subscriptions to cancel. ChatGPT Finances launched this May with features for tracking categorized spending, reviewing recurring charges, monitoring stock holdings and asset allocation, tracking credit scores and generating weekly financial updates. OpenAI says account connections are read-only: ChatGPT cannot transfer funds, pay bills or trade stocks, and users can disconnect accounts at any time. The feature is currently available in the United States to Free, Go, Plus and Pro users.

According to ChainCatcher, people familiar with Tencent said on November 12 that claims in chat screenshots that the company would lay off 50% of its staff were based on a serious misreading and were entirely false. They said the figure referred to reallocating resources for the AI era: one half of employees would focus on improving existing core businesses, while the other half would explore AI-native opportunities and new areas of growth. At a livestream marking Tencent’s 28th anniversary, management called for proactive organizational changes to adapt to the AI era, distinguishing the effort from earlier, more defensive cost-cutting measures. The stated focus this time is improving efficiency and encouraging new value creation, with a flatter, more agile middle-management structure.

Japan's five-year government bond auction drew stronger demand than its 12-month average, with elevated yields attracting investors, according to Bloomberg.

Samsung Electronics and SK Hynix are closely monitoring leadership uncertainty at NVIDIA, one of their major customers, company insiders said Thursday. According to Sina Finance, the two chipmakers are assessing potential succession scenarios after reports that NVIDIA's board is considering possible successors to CEO Jensen Huang following allegations of multiple extramarital relationships. Huang's close ties with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won have raised concerns that his departure could affect business relationships. One company insider said his exit could disrupt contact among industry executives and that slower business talks or changes to existing plans could not be ruled out. Other insiders said current supply agreements are unlikely to be affected, noting that the companies have worked with NVIDIA executives, including Senior Vice President Jeff Fisher, on detailed business plans. Reports also said NVIDIA could retain key executives to maintain management stability if Huang were replaced, as there is no clear succession plan. Another company executive said Huang is an iconic figure in the AI industry, but NVIDIA and the broader sector should not be equated with him alone. The executive added that changes in the regulatory environment or NVIDIA's product roadmap could complicate South Korean chipmakers' production and investment plans over the long term, while regulatory risks are currently unlikely to weaken U.S. companies' competitiveness.

NVIDIAの取締役会は水曜日に社内会議を開き、ジェンセン・フアン氏の今後について決定を下すとともに、外部機関と協力して新たなCEO候補を選出した。ウォール街は、フアン氏が退任を余儀なくされた場合、AI業界全体に及ぼす直接的な影響を注視している。

イーサリアム財団の元従業員が、同財団、イーサリアム共同創設者のヴィタリック・ブテリン氏、および他の4人の被告を相手取り訴訟を起こした。訴状によると、彼女は癌の診断を公表し、物議を醸した雇用方針に対する職員の反対運動を組織したわずか2週間後に解雇されたという。

バイナンスの共同CEOである何毅氏、リチャード・テン氏、および最高セキュリティ責任者のジミー・シュー氏は、10月30日にバイナンスの公開スペースで発生した重大なセキュリティインシデントについて声明を発表した。

企業は数十年にわたり、ロボットによる侵入経路の遮断に尽力してきたが、今やAIエージェントの受注を巡ってしのぎを削っている。

NvidiaはAIチェーン全体の要です。クラウドベンダーの設備投資、コンピューティングパワーリース会社の負債、モデリング会社の企業価値評価はすべてNvidiaの供給不足に賭けており、この前提を支持しているのがジェンセン・フアン氏です。誰もフアン氏のせいでAIバブルが崩壊することを望んでいませんよね？

実質所得の減少とAI投資主導の成長が共存することから生じる金融政策上のジレンマ。

ウォール・ストリート・ジャーナル紙によると、NVIDIAの取締役会はジェンセン・フアンCEOの将来について協議する準備を進めており、早ければ水曜日にも会合が開かれる可能性があるという。この騒動は、フアン氏の私生活から企業統治や経営の安定性にまで波及している。

どの取引所も株式市場のパイの一部を欲しがることはないだろうが、Upbitは依然として規制当局によって阻止されており、トラフィックを維持するためには新しいコインを継続的に上場するしかない。