Bitcoin was little changed at around $74,000 since midnight UTC on Wednesday, November 11, after dipping to $72,700 on Tuesday. Ether held near $2,050. The CoinDesk Memecoin Index fell 1.2% and the CoinDesk 80 slipped 0.3%. Crypto lagged a rebound in stock index futures. Nasdaq 100 futures rose 1.7% after AI cloud provider CoreWeave’s earnings beat estimates. Over 24 hours, bitcoin is down 0.7% and ether 1.7%. ETF Outflows Extend to a Fourth Day US spot bitcoin ETFs lost $95 million on Tuesday, according to SoSoValue, their fourth straight day of outflows. BlackRock’s IBIT accounted for $78 million, its eighth straight session of withdrawals. Hot CPI Keeps a December Hike Fully Priced Tuesday’s report showed US consumer prices rose 0.4% in October, more than forecast. Markets now fully price a Fed rate hike at the December 8–9 meeting, with about a 14% chance of a half-point move, according to CME FedWatch data. The US bond market is closed on Wednesday for Veterans Day. Liquidations Jump 288% to $725 Million Crypto futures liquidations surged 288% to $725 million over 24 hours after the inflation data, according to CoinGlass. Trading volume rose 24% to $204.8 billion, while open interest slipped 1% to $127.2 billion, a sign that traders closed positions. Bitcoin: liquidations were $200.5 million, 85% of them longs. Funding is positive but below baseline at 0.0078%, about 8.6% a year, so longs are still paying shorts but less than usual. Sellers lead, with a taker buy/sell ratio of 0.97.Ether: liquidations were larger, at $253 million, even though ether’s $25.2 billion in open interest is about half bitcoin’s. Open interest fell 3.6% on a 1.7% price drop, so money left.ZEC, XRP and HYPE: zcash led altcoin liquidations at $40.3 million, with open interest down 10.5%. XRP and HYPE open interest also fell more than their prices, which points to money leaving. TradFi Perps Take Four of the Top 10 Spots Four of the 10 most traded perpetual futures over 24 hours were linked to traditional assets, according to Coinalyze: Direxion 3x semiconductor ETF (SOXL): $8.4 billion, more than solana or XRPSanDisk: $4.4 billionGold: $2.4 billionNvidia: $2.0 billion Open interest in Nvidia perps rose 50% to $411 million after the stock fell 5.5% on Tuesday. Options Traders Buy Protection On Deribit, put volume was 1.5 times call volume for bitcoin options expiring between November 12 and 27. Eight of the 10 most active contracts are puts with strikes from $69,000 to $74,000, led by the November 27 $69,000 put. Puts are priced about 4 to 5 volatility points above calls, and at-the-money implied volatility is around 36% to 38%. Friday’s expiry is dominated by far out-of-the-money calls, with the largest open interest at $81,000 (8,306 BTC) and $84,000 (5,231 BTC). GRAM Leads; ZEC Slides 14% GRAM, the renamed toncoin, led the CoinDesk 100 with a gain of about 5% since midnight UTC, after Telegram founder Pavel Durov said more than 700,000 wallets were created in the app within 48 hours.ZEC fell about 14% over 24 hours as leveraged longs were wiped out and money left Grayscale’s Zcash ETF.XMR rose 2% since midnight UTC.NIGHT, the Cardano-linked privacy chain, rose about 5% after its Ledger 9 upgrade went live on mainnet. Bitcoin’s share of the total crypto market rose to 60.5% from 59.9% on Friday. CoinMarketCap’s altcoin season index fell to 40 out of 100, from 49 last Thursday, and the Fear and Greed Index is at 26, in fear territory.

According to Odaily, F2Pool co-founder Wang Chun (@satofishi) staked 3,996 ETH with Lido four hours earlier and then deposited wstETH into the Spark protocol.

Anthropic’s pre-IPO perpetual contract rose more than 10% in six hours and was quoted at about $106.70. According to Odaily, the contract was up more than 8.6% over 24 hours and traded about 37% above the $78 upper end of Anthropic’s announced $70-$78 IPO price range, implying a listing valuation of about $1.4 trillion and a fully diluted valuation of about $1.92 trillion. Anthropic said yesterday it plans to target a valuation of about $1 trillion in its IPO and is seeking a fully diluted valuation of $1.4 trillion. The company is expected to set the offering price next Wednesday, with trading scheduled to begin next Thursday.

Baird issued a rare downgrade of Nvidia Corp. as Wall Street sentiment weakened, Bloomberg reported. An investigation into CEO Jensen Huang's alleged affair with an alleged Chinese spy is raising doubts about the AI chipmaker's prospects.

実際に起きた6つの事例は、攻撃者が実装上の欠陥を悪用することで、秘密鍵を読み取らなくてもそれを復元できることを示している。

引受を担当した投資銀行は、アントロピックの企業価値を1兆ドルと評価し、株価売上高倍率はわずか12倍、成長率はアップルやマイクロソフトをはるかに上回り、個人投資家の持ち株比率は20%にも達するとした。

知性と労働力がもはや希少ではなくなった今、技術の導入を真に遅らせるものは検証プロセスである。シミュレーション、テスト、データループをより高速に実行できる者が、現実世界への加速の鍵を握ることになるだろう。

暗号アナーキズムが本当に守りたいのは、トークンの価格ではなく、一般の人々が協力し、お金を稼ぎ、そして命の危険にさらされることなく抜け出せるかどうかである。

米国証券取引委員会（SEC）は、オンチェーン株式取引に対して初めて5年間の規制免除を認め、UniswapはAMM（自動マーケットメーカー）とHooksを、規制に準拠した証券取引をサポートできる取引インフラとして位置付けている。

Anthropicは11月19日にナスダックに上場し、最大900億ドルを調達する予定だが、成長率は144%から47%に低下しており、9009億ドルのコンピューティング能力への投資こそが真の賭けとなっている。

ヴィタリック氏は、ETHは価値の保存手段として考えられるべきだと主張するが、ETHが真の価値の保存手段となるには、年間純発行量、供給方針を変更できる能力、継続的なネットワークアップグレードの必要性という3つのハードルがある。

インフレ率が3.7％で停滞し、家計が消費を維持するために貯蓄に頼る割合が減り、AI関連の設備投資が負債や株式による資金調達にシフトしている状況下で、市場はこうした「安心感」をまだ十分に織り込んでいない。

米国の10月消費者物価指数（CPI）が予想を上回り、12月の利上げ確率が90%に上昇したことを受け、ビットコインは7万4000ドルを下回った。現在、仮想通貨価格に対する最も直接的な下落圧力は、金利上昇への期待感である。

ブラックロックは、大口投資家が自己管理しているBTCを現物換金によってIBIT株に変換していることを明らかにした。レンチ攻撃やハードウェアウォレットのサプライチェーンリスクが高まる中、自己管理のセキュリティに関する従来の認識は崩れつつある。