Bitcoin is down 20%+ since October, its lowest since August, and analysts are split on why. Some blame investors raising cash for Anthropic’s 6x-oversubscribed IPO; others see a wider AI-trade unwind. Under 45% of active supply is in profit, a zone that has often marked correction lows. Tap for the full breakdown.Bitcoin Falls to $68,000 as Analysts Split on Whether Anthropic’s 6x-Oversubscribed IPO Is Draining CryptoBitcoin fell to around $68,000 overnight, its lowest since August, and was last near $67,240, extending a slide of more than 20% since early October. Anthropic’s IPO, which could raise up to $64.4B, is about six times oversubscribed, per Bloomberg. Xapo Bank CEO Seamus Rocca said order books opening pull money from liquid assets like bitcoin as investors scramble for allocations, and compared it to SpaceX’s IPO, which he said temporarily drained money from bitcoin. Risk Dimensions’ Mark Connors sees a wholesale deleveraging of the AI trade, citing gold’s decline. Hyperium Decimus’ Chris Sullivan sees no logical link between Nvidia’s troubles and bitcoin, pointing instead to shorts above their August peak, large IBIT outflows, extreme fear and the chance of a 50bp Fed hike within 30 days. Nvidia CEO Jensen Huang’s exit (shares fell as much as 14% on November 12) and Strategy’s MSCI removal at the November 30 close added pressure, though Schwab’s Jim Ferraioli said the timing of the sharpest drop, around 11 p.m. Eastern, suggests neither was the direct trigger. Strive CEO Matt Cole notes bitcoin fell 19% in the 50 days before SpaceX listed versus 18% before Anthropic; after SpaceX it bottomed 18 days later and was 28% higher by day 100. A repeat would put bitcoin near $90,000 by late February, though Strategy-related selling concerns also played a role then. Global Stock Funds Draw $98 Billion in a Week, Second-Largest Inflow Ever, as Investors Buy the DipGlobal equity funds took in a net $98B in the week to November 14, the second-largest weekly inflow on record and the fifth straight week of inflows, totaling about $350B. The four-week average rose to about $75B, a record; at the 2021 meme-stock peak it reached only about $45B. Global tech funds drew $2.6B in the week and $9.1B over three weeks despite the selloff. US spot bitcoin ETFs have swung to $1.56B in net outflows for 2026.Most Active Bitcoin Supply Now Held at a Loss as Share in Profit Drops Below 45%Less than 45% of bitcoin’s active supply is held at a profit, excluding coins unmoved for more than 10 years. Readings below 40% have often coincided with lows of market corrections, while readings near 100% have tended to raise reversal risk. Some investors use this as a contrarian signal. Bitcoin trades near $67,000, its lowest since August.Morgan Stanley’s Bitcoin ETF Adds 735 BTC This Week, Lifting Holdings to 11,625 BTC; Its Solana ETF Moves 24,452 SOLMSBT added about 735 BTC (about $52.87M) this week, per Arkham, bringing holdings to 11,625 BTC, worth about $784M, while US spot bitcoin ETFs overall saw heavy outflows. It took in $20M on November 10 as other funds lost money. Separately, Morgan Stanley’s Solana ETF (MSOL) moved 24,452 SOL to an exchange address Saturday morning, possibly to sell.Nvidia Says No CEO Talks Underway as "Stand With Jensen" Petition Tops 77,900 SignaturesNvidia says it is still selecting a search firm and has “not formally engaged with any potential candidates,” calling speculation premature, per Bloomberg. This followed an FT report that the board approached Arm CEO Rene Haas; Arm fell nearly 10% Friday before paring losses. Nvidia cut ties with Huang on Thursday over a scandal involving extramarital affairs and reports he was targeted by a suspected Chinese spy. A petition to reinstate him has more than 77,900 signatures, over 41,900 self-identified shareholders and 5,200 current or former employees, alleging removal “without meaningful due process.” Elon Musk signed and is lead signatory; Marc Andreessen and Garry Tan are also listed. The site notes all identities are self-reported and unverified.

Global equity funds took in a net $98 billion in the week to November 14, the second-largest weekly inflow on record, according to fund flow data. It was the fifth straight week of inflows, bringing the total to about $350 billion.The four-week average of inflows rose to about $75 billion, a record high. At the peak of the 2021 meme-stock frenzy, the four-week average reached only about $45 billion.Technology funds also drew money despite the recent tech selloff. Global tech equity funds took in a net $2.6 billion during the week and $9.1 billion over the past three weeks.The flows into stocks contrast with crypto. US spot bitcoin ETFs have swung to $1.56 billion in net outflows for 2026, after heavy withdrawals over the past two weeks.

Asian Star, a Japan-listed company, will distribute BNB worth a total of ¥8 million to eligible shareholders and plans to tokenize Japanese real estate on BNB Chain, Binance founder Changpeng Zhao (CZ) said on X.CZ called it a first for Japan and a global first, saying it gives traditional companies and their shareholders more ways to take part in crypto. Despite the stormy market, he said, industry builders are still pushing projects forward.

Morgan Stanley’s spot bitcoin ETF (MSBT) added about 735 BTC this week, worth $52.87 million, during the market decline, according to Arkham. That brings the fund’s holdings to 11,625 BTC, worth about $784 million at current prices.Separately, Morgan Stanley’s spot Solana ETF (MSOL) moved 24,452 SOL to an exchange address on Saturday morning, possibly to sell, according to Arkham.The bitcoin inflows came during a week when US spot bitcoin ETFs as a group saw heavy outflows. Earlier this week, MSBT took in $20 million on November 10 even as other funds lost money.

According to Jin10, Italy's data protection authority fined Meta Platforms €805 million, alleging that the company used Android users' videos and photos without their consent.

An address with a recent SOL trading win rate of about 86% increased its SOL short position by about $2.15 million. According to Odaily, the weighted average execution price for closing SOL shorts during the period was about $75.13, while the weighted average opening price was about $75.29. The address is 0xf517639a8872e756ac98d3c65507d2ebc25cc032.

米国現地時間11月13日、アントロピックの共同創業者兼CEOのダリオ・アモディ氏とJPモルガン・チェースのCEOであるジェイミー・ダイモン氏が、ニューヨークでIPOをテーマにした対談を行った。

ジェンセン・フアン氏の突然の退任により、株式投資、保証、自社株買いを基盤とするNvidiaの5000億ドルを超えるAI事業の資金調達システムは、中心人物を失ったことになる。

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。

ジェンセン・フアン氏とアントロピック社のCEOが、AI政策と半導体輸出を巡って公然と対立していることは周知の事実だ。ワシントンでの白熱した議論から、フアン氏がアモディ氏が推進する包括的な輸出禁止措置を公然と拒否したことまで、両者は以前からそれぞれの立場を明確にしてきた。

攻撃者が従業員の身元情報、社内権限、サプライチェーンを標的にし始めると、単に秘密鍵を保管するだけでは、完全なセキュリティ防御を構築するには不十分となる。

ジェンセン・フアン氏の突然の退任は、アメリカの巨大テクノロジー企業における政治的リスクの集中的な発生の始まりに過ぎないのかもしれない。

ゴールドマン・サックスの2027年グローバル株式戦略によると、AI関連の設備投資ブームはピークに近づいており、世界の利益成長は大幅に鈍化する見込みだ。

33年かけて世界的なAIチップ帝国を築き上げた創業者は、本当に退任すべきなのだろうか？

ジェンセン・フアン氏（Nvidia、ETH）。ジェンセン・フアン氏はかつて「イーサリアムのKOL（キーオピニオンリーダー）」でもあった。Jinse Finance：「イーサリアムは非常に価値が高くなるだろう。」

Jinse Financeは、デジタル通貨とブロックチェーン業界に関する最新かつ最速のニュースをお届けする日刊暗号通貨・ブロックチェーンニュース速報「Jinse at 8 AM」第3242号を発行しました。