On Thursday, the White House formally submitted a bipartisan slate of nominees for the Commodity Futures Trading Commission (CFTC) and the Securities and Exchange Commission (SEC) to the Senate for approval. According to Sina Finance, the move comes as the Republican Party of U.S. President Donald Trump is set to lose control of the Senate in January after its losses in last week's midterm elections. Democrat Kristin Johnson was nominated as an SEC commissioner, with a term ending in 2029. She previously served as a CFTC commissioner, appointed by then-President Joe Biden. Republican Steven Levine was also nominated as an SEC commissioner, with a term ending in 2030. Democrat Matthew Rowland was nominated to fill a CFTC commissioner vacancy for the remainder of a term ending in 2028. Republican Nathan Anonick was also nominated as a CFTC commissioner, with a term ending in 2031. CFTC Chair Mike Selig, selected by Trump and confirmed by the Senate in 2025, said in a post on X that Rowland and Anonick were “two strong bipartisan picks” and that he looked forward to working with them.

A new study found that extreme one-minute price swings have become a routine symptom of liquidity stress in Hong Kong’s $7 trillion equity market, occurring far more often than a standard model predicts, according to Bloomberg.

According to ChainCatcher citing Bitcoin Magazine, Jane Street Group increased its Strategy (MSTR) holdings by 53.8% in the third quarter to 4,119,097 shares, according to a 13F filing submitted Thursday. The position was up 1,441,475 shares from 2,677,622 as of June 30, with holdings reported as of September 30. The filing also listed call options covering 13,573,000 Strategy shares, valued at $2.08 billion, and put options covering 13,991,800 shares, valued at $2.14 billion. Both positions covered more than three times Jane Street’s common-share holdings. The filing does not specify how much of the stock position may hedge options or market-making activity. Among large Strategy holders, Jane Street reported the biggest increase. Capital International Investors raised its stake 4.5% to 36,467,109 shares, while Invesco increased its holdings 10.9% to 10,362,698 shares. Renaissance Technologies cut its stake 41% to 1,515,560 shares and exited its previously reported spot Bitcoin ETF holdings. The reported positions predate MSCI’s decision to remove Strategy from its U.S. indexes, which will require index funds to sell by November 30.

Chris McGuire said Congress could have prevented Megaspeed access and argued that the central question for export controls is whether they are enforced, not whether they can work, according to Bloomberg. McGuire, a senior fellow for China and emerging technologies at the Council on Foreign Relations and a former Biden administration technology and national security official, spoke with Romaine Bostick and Jess Menton on “The Close.”

Above-forecast U.S. inflation and weak existing-home sales have renewed concerns that interest rates may stay high for longer. According to Sina Finance, Bank of America's trading desk said hedge funds previously forced to close short positions during the stock-market rebound are rebuilding bets against rate-sensitive stocks. Traders said the shift could mark the start of a new wave of short selling. John Egan, Bank of America's head of global short analysis and tactical solutions, said heavily shorted stocks had underperformed the broader market, creating an opening for investors to rebuild short positions. From mid-August to mid-October this year, some U.S. stock sectors came under pressure after the Federal Reserve sent hawkish signals at the Jackson Hole economic symposium and rising oil prices intensified inflation concerns. Heavily shorted consumer discretionary stocks fell an average of 16.5% over those two months. From mid-October to the first week of November, however, those stocks rebounded about 20%, prompting short sellers to take profits. The covering developed into a short squeeze, with investors buying shares to close positions and pushing prices higher. Some stocks returned to levels seen when short positions were first established in August. The U.S. Consumer Price Index released Tuesday evening (UTC+8) exceeded market expectations, while existing-home sales were weak. On the CPI release day, heavily shorted consumer discretionary stocks fell an average of 2.28%, compared with a 0.38% decline in the S&P 500. Bank of America said renewed short positions do not necessarily indicate a broad bearish turn. Some hedge funds are shorting companies exposed to high borrowing costs and weaker consumer demand while allocating funds to technology stocks. Egan said investors may rebuild short positions they had previously closed and may also buy stocks sold off during the broader market pullback.

Malaysia’s Zetrix AI Bhd. has lost more than 90% of its market value, is mired in debt and risks defaulting on its Islamic bonds, according to Bloomberg. Earlier this year, the company was preparing to list its artificial intelligence unit on Nasdaq and had built an AI avatar of Prime Minister Anwar Ibrahim.

According to CNBC, Nscale released updated paperwork for a planned U.S. IPO on Thursday, reporting a third-quarter net loss of $1.69 billion on revenue of $307.5 million, up 1,344% year over year. The loss widened from $1.02 billion in the second quarter, when revenue was $140.6 million, up 1,252%. Nscale filed to go public in September and has not specified how much it plans to raise in the offering on the New York Stock Exchange.

Flinn Artificial Intelligence Technology LLC (Flinn AI) filed two complaints in the U.S. District Court for the District of Delaware, accusing Anthropic PBC and OpenAI OpCo of infringing five patents held by co-inventors Steven Flinn and Naomi Moneypenny. According to Sina Finance, the complaints say the patent applications, filed in late 2015 and early 2016, sought to protect attention-based neural network technology that now underpins key functions of modern generative AI systems. The complaint against Anthropic focuses mainly on its Claude language models and alleges ongoing infringement as the company releases more advanced versions; it says Claude models and related products offer attention-based reasoning, retrieval, memory, agentic, and multimodal features that infringe the patents. The complaint against OpenAI makes similar allegations, saying the alleged infringement has expanded as its models have become more advanced. Flinn also founded ManyWorlds Inc., which Moneypenny later joined. Earlier this year, a similarly named company, Many Worlds 2T Innovations LLC, sued OpenAI and Spotify over separate content-recommendation patents held by Flinn and Moneypenny.

According to Jin10, holdings in the world's largest gold ETF, SPDR Gold Trust, fell by 0.38 tonnes from the previous day to 1,040.703 tonnes.

ジェンセン・フアン氏はガバナンス危機により取締役会から解任されるリスクに直面しており、Nvidiaの時価総額は約6000億ドルも減少しており、AIサプライチェーンとオンチェーン市場は圧力にさらされている。

Jinse Financeは、AI、DeFi、DAO、NFT、メタバースに関する最新かつ最速のニュースを提供する「Jinse Web3.0 Daily」を開始しました。

MSCIは11月30日の市場取引終了後、StrategyとMetaplanetを指数から除外し、約15億9000万ドルのパッシブ売り圧力が発生した。真の影響は資金調達の連鎖に及んだ。

ステーブルコインの供給量は30日間で142億ドル減少し、2022年6月以来最速の減少幅となった。そして、ビットコインの200日移動平均線は、強気派にとって最後の心理的な防衛線となっている。

メンロ・ベンチャーズのレポートによると、米国企業のオープンソースモデルへの支出の89％が中国企業に向けられており、そのうちKimiが61％を占めていることから、オープンソースが最前線を再定義しつつあることがわかる。

テンセント創立28周年記念イベント「Linktime」での社内スピーチで、馬化騰氏は、組織はAIという新たな戦場に適応しなければならないと率直に述べた。従業員の半数はコアビジネスを守り、残りの半数は新たな戦いに参加すべきであり、もはや悠々自適に過ごして安心している場合ではない、と。

ジェンセン・フアン氏が直属の部下と不倫関係にあったことは、多国籍企業におけるコンプライアンス上のレッドラインを越えた行為であり、インテルやマクドナルドの元CEOの事例は、その代償をすでに示している。

ジェンセン・フアン氏の解任には取締役会の6票しか必要ありませんが、NVIDIAの33人の直属の部下の中に後継者はいません。行動は迅速ですが、組織構造は遅く、市場はこうした行動をようやく織り込む形になっています。

ジェンセン・フアン氏が2度目の不倫が発覚し、NVIDIAの取締役会は同氏の解任準備を進めている。イーロン・マスク氏、ティム・スウィーニー氏をはじめとする著名人たちは、調査完了後に株主がフアン氏の今後について決定すべきだと公に訴えている。

1KXブロックチェーン収益レポート：1,000億ドル規模での構造再編（ゴールデンファイナンス） - ブロックチェーン収益、その推進要因と源泉、業界動向、および評価への影響