Contrary General Partner Kyle Harrison wrote on October 31 that venture capital is undergoing “McDonaldization,” as efficiency, calculability, predictability and control can produce unintended outcomes. According to ChainCatcher, Harrison described scale and consensus as symptoms and said the industry has split into different models that share the same name. Harrison cited PitchBook data showing that a16z raised $23.8 billion in the first three quarters of 2026, accounting for more than 20% of U.S. venture fundraising during the period. U.S. venture funds raised $108.5 billion in those three quarters, about 39% more than in all of 2025. The number of first-time funds fell from 479 in 2022 to 195 in 2025 and 81 so far this year. Funds at their fourth vintage or later captured 88.2% of fundraising, the largest share in PitchBook’s records. He also said AI’s share of U.S. venture investment rose from 39% in 2023 to 51% in 2024, 65% in 2025 and 82.7% so far in 2026. In the first quarter of this year, OpenAI, Anthropic, xAI, Waymo and Databricks together accounted for 73.2% of U.S. deal value. Since 2023, annual U.S. venture investment outside AI has remained at roughly $100 billion to $120 billion. Harrison argued that when fund size drives decisions, every deal must fit the fund’s scale. Harrison previously worked at Index Ventures, Coatue and TCV, and founded research platform Contrary Research. His article was published in his column on the same day.

On Polymarket’s “Eagles vs. Commanders” market, the “Over” option in “Commanders O/U 12.5” rose from 66.5% an hour ago to 82%, a 15.5-percentage-point increase. According to ChainCatcher, the change was recorded in the prediction market.

A user on X said Grok Bot usage quotas were being depleted unusually quickly this week and asked Elon Musk whether they could be reset. According to ChainCatcher, Musk replied that the service’s costs are unsustainably high relative to its revenue.

According to Jin10, CITIC Securities said U.S. technology stocks have fluctuated around changes in high-frequency AI narratives in the second half of 2026, while the transmission of bond CDS movements to stock prices has added to short-term market volatility. The decline in U.S. semiconductor hardware stocks since early October has broadly followed the market’s trading logic since mid-June, but pressure from macro liquidity and midterm election uncertainty has outweighed temporary pessimism about AI. With major macroeconomic and industry disruptions largely cleared over the past one to two weeks and AI optimism returning, CITIC Securities sees potential for a rebound in U.S. technology stocks after the midterm elections and recommends semiconductor hardware as its top priority.

THORChain said a user voluntarily returned 10 ETH, restoring the vault’s solvency. According to PANews, an Ethereum single-block reorganization on Oct. 31 led THORChain to mistakenly pay out 10 ETH that it had not received. An automated solvency check immediately paused ETH swaps. About two minutes later, node operators also paused ETH transaction signing to prevent further outflows. As a precaution, nodes then halted transactions on all related chains while the core development team investigated.

Jinse Financeは、暗号通貨とブロックチェーン業界の最新ニュースを最速でお届けする日刊ニュース速報「Jinse at 8 AM」第3230号を発行しました。

AIによる人員削減はあらゆる業界に広がっています！ゴールドマン・サックスは、解雇された人々が「就職したものの、また罠にはまる」という悪循環に陥っていると警告しています。再就職が難しいだけでなく、75％がAIによる代替の対象範囲に戻ってしまうというのです。

ベラチェーンのシェアが1%まで低下：プロトコルはどのチェーンに展開すべきか？

Unitree Robotics、テクノロジー、資金調達、ロボットの評価が急上昇：資本の再計算が始まる - Golden Finance：ロボット業界の2つのスター企業が最近重要なニュースを発表しました。

バイナンス、暗号技術、ハッキング、有効な署名は真の意図を意味するものではない：バイナンスの63億ドル事件から暗号業界の次のステップは何か。ゴールデン・ファイナンス：私たちは機械に署名する方法を教えてきたが、なぜ署名するのかは教えていない。

11月1日、FBIは声明を発表し、10月29日に発生したバイナンスからの63億ドルの窃盗事件は北朝鮮によるものだと断定した。声明では「トレーダー裏切り者」という言葉が使われた。

今週、16社のブロックチェーン関連スタートアップ企業が総額11億ドルを調達した。中でもKalshiはシリーズG資金調達ラウンドで10億ドルを調達し、今週最大の資金調達額となった。

イーサリアムネームサービス（ENS）は、史上最大規模のアップグレードを完了しました。特筆すべきは、このアップグレードが、長らく計画されていたレイヤー2ネットワークではなく、イーサリアムのメインネットに直接展開されたことです。

このガイドでは、EIP-7702とは何か、その仕組み、開発者がなぜそれを必要とするのか、そして攻撃者が史上最大の仮想通貨窃盗事件でどのようにそれを利用したのかを説明します。

Metaは中国のロボット企業Fourierと提携し、人型ロボットのプロトタイプ「Max」を開発するとともに、その第2世代モデルの開発に着手し、消費者向けAIエージェント「Muse」を家庭環境にも展開する計画だ。