Anthropicは、米国におけるPro、Max、Ultraの加入者向けに、Claudeの個人財務機能のベータ版をリリースした。これにより、加入者はPlaidを通じて銀行口座やカード口座を連携させ、支出に関する質問をすることができる。ただし、アクセスは読み取り専用であるため、Claudeが資金を移動させることはできない。

フランスが仮想通貨の課税および報告に関する規則を強化しようとする取り組みは、国民議会が2027年度国家予算案の歳入部分を否決し、上院に送られる法案から以前承認されていた仮想通貨関連の修正案3件を削除したことで、大きな後退を余儀なくされた。

Japan’s Government Pension Investment Fund lost 1.7% in the three months through September, its first quarterly loss in six quarters, as global bond prices slumped and the yen gained, Bloomberg reported.

Lido said Lido Earn depositors now have two layers of loss protection, with eligible losses first absorbed by Firelight and remaining losses potentially covered by Lido DAO. According to Foresight News, the protection applies automatically at the vault level and requires no action from depositors. Firelight, an on-chain protection protocol, absorbs eligible losses up to set limits in each 30-day period. In the initial period, coverage is capped at 5.7% of EarnETH TVL and 8% of EarnUSD TVL, covering incidents including smart contract vulnerabilities, oracle failures, and governance attacks. For losses beyond Firelight’s limits, Lido DAO may absorb the remainder by burning shares held in the initial deposits, up to $3 million for EarnETH and $2 million for EarnUSD.

Alpha Dhabi Holdings reported group revenue of $15.9 billion for the first nine months of 2026, up 6.1% year over year. Its long-term strategy includes more UAE IPOs, according to Bloomberg. Derek Nicholson, chief strategist and investor relations officer at Alpha Dhabi Holdings, discussed investment strategy and future IPO plans with Bloomberg’s Jennifer Zabasajja on Horizons Middle East & Africa.

According to ChainCatcher citing STAR Market Daily, Honor CEO Li Jian said at the 2026 Mobile Network Conference that as the intelligent economy takes shape, delegated user intent is becoming scarce and business models are shifting toward monetization based on outcomes, a trend he called the “intent economy.” He said future AI entry points will emerge when users form intentions, with value centered on delivering outcomes users entrust to AI. Li said the industry faces three hurdles between intent generation and outcome delivery: a shortage of intelligence, which tests whether AI can complete tasks; a shortage of context, including understanding users’ identities, circumstances, needs and past behavior; and a shortage of trust. Because context is a personal asset, users’ authorization depends on AI being trustworthy, reliable and controllable. “Capability determines how fast AI can go; trust determines how far it can go,” he said.

On Polymarket’s market for Elon Musk’s tweet count from October 30 to November 6, 2026, the “Yes” option for “280–299” fell to 21.1% from 78.65% an hour earlier, a drop of 57.55 percentage points. According to ChainCatcher, the odds were monitored by Catcher Predict.

China technology stocks fell in a broad market rout, Bloomberg reported.

The Agency for the Cooperation of Energy Regulators (ACER) published its 2026 European Energy Infrastructure Development Monitoring Report on November 6. According to Sina Finance, the report said EU consumers' grid charges could rise 50% to 100% by 2050 as investment expands and infrastructure construction costs increase. From 2019 to 2025, average household grid charges rose 40%, from €60 to €84 per megawatt-hour, while transmission system operators' annual capital spending increased 193%, from €10.4 billion to €30.5 billion. About 40% of priority transmission projects were delayed, with an average implementation period of 12 years; in 2025, operators spent about €5.4 billion to ease grid congestion, up more than 25% from 2024. The report also said average EU gas transmission tariffs rose about 40% from the 2020/2021 to the 2024/2025 gas year as declining demand left fewer users to cover network costs.

Nvidia is exploring a faster way to deploy computing capacity by converting old telecom buildings into small AI data centers. According to Sina Finance, two people directly familiar with the matter said Nvidia approached Apollo Global Management about a network that could span 20 U.S. states and use buildings owned by Brightspeed, a troubled telecom operator affiliated with Apollo. Following this week’s gubernatorial elections, several candidates for governor, including in Texas, called for a pause on new data center construction and new regulations. Retrofitting existing buildings could require fewer approvals than building data centers from scratch. Brightspeed has more than 130 buildings, many already wired and with enough power capacity for Nvidia’s latest servers. One person familiar with the project estimated the sites could provide about 1 gigawatt of usable power, enough for Vera Rubin chip clusters worth tens of billions of dollars. Nvidia submitted a proposal to Brightspeed on Wednesday and requested additional information and site visits. Its team has discussed the plan with suppliers and aims to install Vera Rubin server racks in some buildings as early as the first quarter of 2027. The project could also use technology from AI chip startup Groq, which Nvidia licensed late last year. The retrofits may still need some local approvals, including for specialized cooling systems. It remains unclear who would buy the Nvidia chips for the project or whether Nvidia or Apollo has discussed the plan with potential customers, including SpaceX, Anthropic, and OpenAI. Apollo has recently secured Vera Rubin chip orders worth tens of billions of dollars for leasing to SpaceX. Nvidia refers to the planned Brightspeed facilities as an inference network, where computing capacity would run existing AI models rather than train new ones.

今回の調整を経て、市場は新たな方向性を見出す必要があるかもしれないが、必ず転換点は訪れる。今は、より忍耐強く待つ必要がある。

人工知能、投資、米国株、キャシー・ウッド、米国株は一夜にして数兆ドルが消滅：AIバブルは崩壊したのか？ゴールデン・ファイナンス、米国AI株は魔法のような夜を経験。

S&P500指数は4.4%下落し、昨年4月にトランプ大統領が「解放の日」関税を発表して以来最悪の下げ幅となった。ナスダック指数はさらに悪化し、5.5%下落、時価総額は1日で2兆5000億ドルも減少した。市場は、民主党が政権を握った場合にAI関連規制が導入される可能性を懸念している。

トークン化された預金は、銀行間で送金された後、最終的にどこにその価値が帰属するのだろうか？

バイナンスの創業者であるチャンポン・ジャオ（CZ）氏は、事件後の対応、ユーザー資金と出金状況、そして盗難資金の凍結と追跡においてテザー、サークル、法執行機関、その他の業界関係者から提供された支援について説明した。

ウォール街で有名な調査会社であるシトリニは、再び声明を発表し、「AIインフラ関連の取引に対する最も楽観的な期待は終わった」と述べた。

Zcashは「デジタルキャッシュ」を目指している。NU7アップグレードではスピードが最優先される。（Jinse Finance）このNU7アップグレードはZcashに何をもたらすのか？

民主党はド​​ナルド・トランプ氏への攻撃をためらうことなく開始し、大統領の事業利益や影響力のあるテクノロジー企業の幹部を標的とした新たな調査を推進しており、トランプ氏の家族が関わる暗号通貨事業や企業との関係を改めて精査している。