Ethereum developers are urging core developers to halt the Glamsterdam upgrade, warning that planned gas changes under EIP-8037 could break immutable smart contracts and leave user funds stuck. The backlash includes objections from Curve Finance’s founder and an Ethereum Foundation board member, while an advocate reversed his call for activation “asap,” according to BeInCrypto. In October, developers delayed a Glamsterdam test on the Hoodi testnet after researchers flagged risks; core developers now face pressure to publish more data before mainnet.

Nintendo investors are watching whether The Legend of Zelda: Ocarina of Time can lift Switch 2 demand this holiday season. Shares fell more than 40% over the past year and Switch 2 sales plunged 41% year over year, according to BeInCrypto; operating profit dropped 16% to ¥73.9 billion, missing expectations. Nintendo kept its 16.5 million-console annual target after selling 6.49 million in the first six months, leaving another 10 million to sell before March 2027. The Zelda remake launched November 5; President Shuntaro Furukawa called its start “very strong,” while Citi sees potential to spur console purchases. Software sales rose 18.8% in the first half, but rising memory-chip costs pressure margins; the U.S. price rose to $499.99 in September.

Leveraged ETFs sold $57 billion of US stocks on November 5, the largest amount since data began in 2007, according to Morgan Stanley’s derivatives team. The selling came as hedge funds cut leverage sharply and retail investors sold heavily in the first hour and a half of trading.The Nasdaq fell about 5.5% that day.Leveraged ETF Selling Hits a RecordLeveraged ETFs are funds that aim to deliver a multiple of an index’s daily move. When markets fall sharply, they must sell at the end of the day to rebalance. On November 5, that selling added $57 billion of supply to the US stock market, the most in data going back to 2007.Hedge Funds Cut Leverage at One of the Fastest Rates Since 2010Net leverage at US long-short hedge funds fell by 5 points in a single day, the fifth-largest one-day decline since 2010, according to Morgan Stanley. Net leverage now sits in the bottom 10% of its historical range.Since June, active selling by long-short funds has cut their exposure by the equivalent of 10.7% of their end-June holdings, the largest reduction in at least 10 years.AI Still Makes Up 32% of Hedge Fund ExposureHedge funds are underweight AI stocks relative to their share of the market, but AI stocks still account for 32% of their absolute exposure, Morgan Stanley said. The bank defines AI stocks using its MSXXAI index, which covers:Companies that benefit from AI technologyAI-related power companiesMajor hyperscale cloud providersRetail Investors Sold EarlyRetail investors’ selling of US stocks in the first 90 minutes of trading on November 5 was the second-largest since 2016, according to estimates by Morgan Stanley’s Quantitative and Derivative Strategies team based on public data.Rising Correlations Signal Broader Risk-CuttingMorgan Stanley also noted that stocks are starting to move more closely together. Rising correlations typically signal that risk-cutting is spreading more broadly across the market.

A truck carrying a $11.4 million Nvidia shipment, along with its driver, disappeared while transporting the goods from Oakland, California, to Fort Worth, Texas. According to Sina Finance, Oakland police said on November 4 that the shipment consisted of six pallets of Nvidia chips and related hardware, picked up in Oakland on August 29 by a truck bearing a food transport company’s logo. The truck made several stops lasting hours as it traveled south, and police lost track of it in San Bernardino County, California. The missing shipment was discovered in early September and reported to police. Investigators said the theft may have been carried out by an experienced theft ring. No suspects have been arrested, and the shipment’s whereabouts remain unknown.

Inflation-related terms came up 820 times on S&P 500 earnings calls in October, the highest monthly count since February 2024, Bloomberg reported on November 8. The rise reflects growing company concern about higher costs and weakening consumer confidence.The pace has picked up this month. One week into November, inflation mentions on earnings calls had already passed the total for all of November last year.Incomes Lag Behind PricesBloomberg Economics analysts said the latest personal income and spending data show inflation rising, while income growth has failed to keep pace with prices.Higher Oil Lifts Costs for CompaniesHigher oil prices have pushed up the cost of key raw materials such as fuel, fertilizer and plastic resin, according to Bloomberg. That is raising costs for airline operations and product packaging.General Motors expects higher prices for commodities, logistics and memory chips to cost it about $2 billion this year.Banks Flag Pressure on CustomersEven banks, usually better protected from rising costs, are talking about inflation more. Wells Fargo CEO Charles Scharf said persistent inflation and high interest rates are a headwind, and that the longer they last, the greater the pressure on consumers and corporate clients is likely to be.CPI Data Due TuesdayThe report comes ahead of US October CPI data on Tuesday, November 10, at 13:30 UTC. ING expects headline and core CPI to rise 0.3% month over month. Fed funds futures price about an 80% chance of a December rate hike, according to LSEG.

Gabon is seeking $2 billion to revive the long-stalled Mabounié niobium and rare-earth project through a proposed development involving Emirati-backed New Energy Metals and Chinese engineering group ENFI, according to Bloomberg.

US inflation data and AI earnings will set the tone for markets in the week of November 9, after October’s strong jobs report strengthened bets on a Federal Reserve rate hike in December. LSEG data shows fed funds futures pricing about an 80% probability of a December hike, with markets expecting two more 25 basis point hikes in this cycle. The US added 165,000 jobs in October, and unemployment fell to 4.1%. CPI and PPI Are the Week’s Key Data October CPI: Tuesday, November 10, at 13:30 UTC (8:30 a.m. ET). ING expects headline and core CPI to rise 0.3% month over month, which it says would keep a December hike highly likely.October PPI: Friday, November 13, at the same time. Nick Rees, head of macro research at Monex, said markets will likely have almost fully priced in a 25 basis point hike by the December meeting. The exceptions would be an October CPI reading well below forecasts or a clearly weak November jobs report, due on December 4. Four Fed Officials Are Scheduled to Speak Fed Governors Christopher Waller, Michelle Bowman and Michael Barr and Vice Chair Philip Jefferson will speak or take part in discussions during the week. Markets will watch for signals on whether the Fed will raise rates again in December. AI Earnings and Anthropic’s Roadshow Three tech earnings reports land this week: CoreWeave reports Q3 results after the US close on Tuesday, November 10.Nebius reports before the US open on Thursday, November 12.Cisco reports fiscal Q1 2027 results after the close on Thursday, November 12. Together with Anthropic’s IPO roadshow, the reports form what market commentary calls a “double stress test” for AI assets. Anthropic could launch its formal roadshow as early as this week, although Reuters reported on November 6 that potential investors doubt the timeline can hold after the AI selloff. Strategists Say a Bottom Is Not Yet Confirmed Some strategists say last week’s decline isn’t enough to confirm a market bottom. Bob Lang, chief options analyst at Explosive Options, noted that the CBOE put/call ratio rose to 1.2 on Thursday, twice its 0.6 average. He said similar readings need to repeat to confirm the selling has run its course. Jay Woods, chief market strategist at Freedom Capital Markets, wants to see the VIX rise above 30 to confirm a true panic selloff. The index was around 24 on Friday. Woods said US stocks may already have hit their high for the year. He is bullish on Micron, Nvidia and the semiconductor sector but favors buying gradually rather than all at once. US, Russia and Ukraine Hold Talks in Abu Dhabi US, Russian and Ukrainian officials plan to hold working-level talks in Abu Dhabi on November 10 and 11. Ukrainian presidential chief of staff Kyrylo Budanov said he does not expect a breakthrough, but called the return to face-to-face meetings a step forward.

According to ChainCatcher citing the Financial Times, Anthropic agreed in late September to spend $3.4 billion on a commitment to purchase 1.7 gigawatts of heavy-duty generators from OnePWR Solutions, a San Antonio, Texas-based equipment supplier. The deal also includes engineering and construction capabilities to install the generators; Anthropic did not acquire OnePWR, and no OnePWR employees joined the AI company. OnePWR had ordered the generators from Caterpillar two years ago but needed financing to complete the deal. Anthropic initially planned to buy from OnePWR, then chose to take over its order with Caterpillar.

予測、暗号通貨、暗号通貨市場、暗号通貨市場における過小評価されている機会：資金調達レートは個別に取引できます（ゴールデンファイナンス） - ほぼすべての暗号通貨取引には、その中に別の取引が隠されています。

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。

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。