時が経つにつれ、次のステップは、ハードウェアとソフトウェアのニーズが徐々に満たされるにつれて、「利益を自社の手元に留めておく」能力を持つと期待されるテクノロジー／アプリケーション層企業に投資することである。

California’s Department of Financial Protection and Innovation ordered cryptocurrency ATM operator Coinflip on November 4 to pay more than $4.8 million in compensation to scam victims and return more than $350,000 in excess fees to regulators. According to Odaily, the order covers about 500 Coinflip machines in California and requires the company to stop violating state law. The investigation found that since 2021, Coinflip had not adequately identified customers or effectively detected, prevented, reported, and mitigated suspicious activity. Transactions also exceeded California’s $1,000 daily customer limit, and the company failed to provide written disclosures before purchases and issued receipts with incomplete information. The DFPI said scammers impersonate trusted organizations and falsely claim that victims’ accounts or computers have problems. They then persuade victims to withdraw cash and transfer funds through nearby ATMs; cryptocurrency purchased after scanning a QR code is sent to the scammers’ wallets. The regulator said older adults are particularly vulnerable to these schemes.

According to Kabutan, Yonhap and HKET, Japanese stocks rebounded sharply on Monday as AI and semiconductor shares sold off last week were bought back. The Nikkei 225 stood at 59,262.79 as of 04:33 UTC, up 1,828.02 points or 3.18%. Advancers made up 96% of the Prime Market in the morning session. Chip-equipment makers led, with Tokyo Electron up 4.72% and Advantest up 3.89%, while SoftBank Group traded weaker and Sanrio fell. Seoul's KOSPI reversed an early loss to trade higher on a rebound in chip giants, standing at 5,114.58 as of 04:32 UTC, up 54.89 points or 1.08%. Samsung Electronics rose 1.75% and SK hynix gained 3.53%. The Korean won traded at 1,357.1 per U.S. dollar as of 11:20 a.m. local time, up 5.9 won from the previous session's close. Hong Kong's Hang Seng Index ended the morning session up 49 points at 24,531, after opening 143 points higher and touching 24,738, with half-day turnover of HK$97.41 billion. The Hang Seng TECH Index edged up less than 0.1% to 4,081. SMIC rose more than 2% and Hua Hong Semiconductor gained 3%, while CATL fell 3% and Meituan dropped more than 5%. Energy-storage firm RelyEZ rose as much as 124% in early trade on its debut. Taiwan's TAIEX stood at 42,001.22 as of 04:32 UTC, up 2,299.58 points or 5.79%, regaining the 42,000 level after falling 5,510 points last week. The rally followed the National Financial Stabilization Fund's authorization to intervene and new Financial Supervisory Commission curbs on short selling that took effect on Monday. TSMC rose 5.85% to NT$2,260, MediaTek gained 9.88% to NT$3,725 and Delta Electronics added 9.95%. In mainland China, the Shanghai Composite ended the morning session up 0.46% at 3,665.94, the Shenzhen Component Index rose 0.27% to 11,206.25 and the CSI 300 gained 0.24% to 4,064.17. Coal stocks advanced.

Nvidia NVDA-USDC perpetual futures on Hyperliquid fell 3.8% in 24 hours to $180.50 as of 10:10 p.m. ET Sunday after the board opened an investigation into CEO Jensen Huang's relationship with a woman reportedly identified by intelligence officials as a Chinese spy. Volume was $170 million, according to The Block. Nvidia said the board had no reason to believe national security or company secrets were compromised, and a spokesperson said Huang would remain CEO without interruption. Polymarket put the odds of Huang's departure by Dec. 31, 2026, at 16%; Kalshi set odds at 18% by Jan. 1, 2028. Bitcoin fell 0.8%, while ether lost 4.2%.

Injective (INJ), Pearl (PEARL) and PEPE are the three altcoins to watch in the second week of November 2026, each trading within 8% of key Fibonacci resistance. INJ and PEARL rose 14.6% and 14.2% over the past seven days, while PEPE gained 3.8%, according to BeInCrypto. INJ faces resistance at $8.75 after rebounding from $6.867; PEARL was rejected at $1.8225 and sits near $1.731; PEPE is consolidating below $0.00000534, a ceiling since January 2026. A confirmed PEPE breakout could target $0.00000618, while volume confirmation may determine whether the tokens extend their gains or face further rejection.

China is marketing green bonds in Canada for the first time, expanding its offshore debt footprint to finance sustainable projects as ties between the two nations warm, according to Bloomberg.

次に注目すべきは、ナスダックの下落がいつ止まるかだけでなく、米国株式市場の調整が流動性にさらに影響を与えるかどうか、そして暗号資産市場が独立した買い支えを取り戻せるかどうかである。

NVIDIAのCEO、ジェンセン・フアン氏は日曜日、全従業員宛てに公開書簡を発表し、不倫を正式に認め、妻への「不貞行為」を謝罪した。取締役会は同日、独立調査の開始を発表した。NVIDIAの株価は夜間取引で3％以上下落し、同社を取り巻く不確実性をさらに高めた。

ギャラクシー・デジタルは、米国の三権分立構造は概して市場に友好的であると考えているが、AIのガバナンス、セキュリティリスク、労働市場への影響は依然として大きな未解決問題である。

中国の投資界におけるこれら3人の著名人は、A株市場において非常に影響力のある個人投資家として、市場の激しい変動期におけるポートフォリオ調整を、市場動向を示す重要な指標としてきた。

イーサリアムの創設者であるヴィタリック・ブテリン氏は、ETHの価値の源泉を再検証する長文の記事を発表した。彼は、ETHを取引手数料の焼却によって価値が支えられているトークンと捉えるのではなく、価値の保存手段としてより高く評価されるべきだと主張している。

Nvidia、ジェンセン・フアン、人工知能、ジェンセン・フアンが「不倫」を認め、Nvidiaが調査を開始。ゴールデン・ファイナンス：AI 界最大のスキャンダルは、おそらく「レザージャケット」ジェンセン・フアンの件だろう。

ヴィタリック氏は、ETHは価値の保存手段としての機能をより重視すべきだと述べた。彼は、手数料の焼却という概念は見た目ほど強力ではなく、この目標を中心に最適化を進めると、分散化と不正利用防止機能のバランスを取ることが難しくなる可能性があると指摘した。

「システムの保護」から「データの流れの把握」へ：データリネージがエンタープライズレベルのインテリジェントエージェントのランタイムセキュリティ基盤となる仕組み。

グレースケールは、イーサリアムがステーブルコインやトークン化といったブロックチェーン技術革新を牽引するプラットフォームであると確信しています。ETHへの投資は、この新興金融インフラの成長可能性を最大限に活用するための準備と同義です。