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.

美国当地时间11月13日午间，Anthropic联合创始人兼CEO达里奥·阿莫迪与摩根大通CEO杰米·戴蒙（Jamie Dimon）在纽约举行了一场IPO主题对话。

黄仁勋骤然离场，令英伟达这台以股权投资、担保和回购构建的逾5000亿美元AI循环融资机器失去操盘手。

金色周刊是金色财经推出的一档每周区块链行业总结栏目，内容涵盖一周重点新闻、行情与合约数据、矿业信息、项目动态、技术进展等行业动态。

黄仁勋和 Anthropic 的 CEO 在 AI 政策和芯片出口上公开对立，这不是秘密。从华盛顿的激烈争论，到黄仁勋公开拒绝阿莫迪推动的全面出口禁令，两人早就摆明了阵势。

当攻击者开始瞄准员工身份、内部权限和供应链，仅存好私钥，已不足以构成完整的安全防线。

黄仁勋的突然离任，可能只是美国科技巨头政治风险集中爆发的开始。

高盛2027年全球股票策略指出，AI资本开支热潮接近顶点，全球盈利增速将大幅放缓。

一个用33年时间创造了全球AI芯片帝国的创始人，真的应该就此离开吗？

黄仁勋,英伟达,ETH,黄仁勋也曾是个「以太坊 KOL」 金色财经,「以太坊会变得相当有价值。」

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