アナリストらは、SpaceXとAnthropicの契約には「90日間の双方向解約条項」が含まれていると考えている。つまり、コンピューティング能力の供給が逼迫した場合、マスク氏はコンピューティング能力の価格を当初の契約価格の2～3倍に引き上げることができ、Anthropicの運命、ひいてはAI業界全体の将来を直接左右する可能性があるというのだ。

11月に米国各地で行われた複数の住民投票や地方選挙の結果が発表されると、AIデータセンターの拡大に対する国民の抵抗は前例のないレベルに達し、出口調査では回答者の76％が自身の地域におけるデータセンターの建設に明確に反対していることが明らかになった。

The EU and UK are close to a final agreement to link their carbon emissions trading systems after Brexit, a move expected to boost liquidity and ultimately save companies millions of euros in carbon border taxes. According to Sina Finance, the deal is planned for announcement at a major summit later this month and would allow allowances to be traded across the two systems. Negotiators have agreed on emissions caps, supply controls and free allowances; the treatment of financial derivatives remains unresolved. The EU emissions trading system, launched in 2005, sets declining annual emissions caps for about 10,000 facilities in industries including steel, cement, fertilizers, power generation and aviation. Linking the systems would allow each side to recognize the other's allowances for compliance. The agreement would not automatically exempt either side from its carbon border adjustment mechanism (CBAM), but could pave the way for exemptions once specified domestic-law conditions are met. EU rules require a full link to its emissions trading system and effective carbon pricing without preferential rebates. The EU would then add the UK to the list of countries outside CBAM oversight through a delegated act. The EU's carbon border tax took effect this year, with the first compliance deadline in September; the UK's equivalent mechanism is planned to start in early 2027. Since the sides pledged to link their markets last year, the UK carbon price discount to the EU system has narrowed. UK carbon contracts for December delivery settled at £64.81 per ton last Friday, while the EU benchmark allowance price was €86.55. In a report on November 5, Rabobank (ABN Amro) senior energy economist Moutaz Altaghlibi wrote that the price gap could narrow further over the next two years as UK allowances converge toward EU allowances, requiring UK companies to pay more. He said linking the systems should also improve liquidity, make carbon prices more consistent across Europe, and reduce CBAM-related costs and paperwork in UK-EU trade. The EU will recognize UK emissions caps for 2028–2030. From 2031, the UK's annual allowance issuance will be capped at 7.1% of EU issuance. The UK will establish its own market stability reserve, starting with at least 29.5 million allowances. Adjustments before 2030 are intended to ensure that by 2029 the UK reserve contains allowances equal to at least 6.7% of the EU reserve. The draft also requires the UK to incorporate European rules into domestic law over time. The agreement requires approval by both the UK and the EU, including the European Parliament and EU member states. It will take effect one month after final notification of the summit's other two outcomes: the sanitary and phytosanitary agreement and the youth mobility plan known as YES. The sides may also apply the agreement provisionally before it formally takes effect.

Binance said withdrawals have now been re-enabled for HYPE and APT, according to a withdrawal update posted on its X account. Both assets are newly added to the list of tokens available for withdrawal. The exchange said withdrawals were already enabled for a group of assets on the Ethereum network, including RLUSD, USD1, TUSD, FDUSD and XUSD, alongside ENA, USDE, PENDLE, WLD, QNT, SHIB, ZRO, FET, NIL, ONDO, ALT, SKY, LINK, ETHFI and REZ. Binance did not specify which networks HYPE and APT will withdraw on, and the asset list in the post was cut off after REZ by a shortened link, so additional tokens may also have been restored. The update follows a phased reopening of withdrawal services since last week's security incident.

仮想通貨業界で働く多くの人々にとって、真の懸念は別の方向にあるかもしれない。国内政策で仮想通貨のマイニング活動が明確に禁止されている以上、中国でマイニングマシンを購入し、海外のマイニングファームに輸出することも密輸に当たるのだろうか？

野村證券は、「ブルーウェーブ」によって規制が強化され、米国のデータセンター建設が減速することで、世界のAIチップ価格が下がり、中国企業が高性能GPUやHBMを入手する際の困難が緩和され、ひいては中国のAI経済にとって概ね有益になると考えている。

米国財務省によるMEXCに対する規制は、まず米国金融機関との資金移動から始まる。

規制枠組みの確立に伴い、韓国における新規上場／独占上場の割合は大幅に減少した。

抗議活動の波はスコットランドからスペインにまで広がり、ダブリンでは2000人、ヘルシンキでは1300人がわずか1日で同時に集会を開き、アムステルダムでは衝突や逮捕者が出た。

今週、14社のブロックチェーン関連スタートアップ企業が総額4350万ドルを調達した。中でもUranium DigitalはシリーズAラウンドで1650万ドルを調達し、今週最大の資金調達額となった。

19世紀のロシアにおける死者の魂の売買の歴史から、世界的な虹彩認証や掌紋認証に至るまで、AIによる偽造が横行する時代において、実在する人間の存在を証明することは、明確な価格が付けられた経済技術になりつつある。

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。