Bitcoin analyst sentiment has entered a clearly bearish phase, CryptoQuant said on November 11. Its analyst consensus index fell from −1.0σ to −1.8σ over the past seven days, below the −1.5σ level the firm marks as significantly bearish. Bitcoin fell to around $73,000 over the same period.Of the analysts with a clear stance over the past week, 88 were bullish and 59 bearish, according to CryptoQuant. Bulls still make up about 60%, so the balance is slightly bullish, but that’s well below recent norms. CryptoQuant said ETF outflows, inflation concerns and a weaker Nasdaq weighed on sentiment, although Nasdaq futures rebounded on Wednesday.The index tracks bullish and bearish views on bitcoin from analysts on platforms including X, Seeking Alpha and Substack, counting one vote per person. It compares the current reading with the past 90 days, so a negative value means sentiment is more bearish than usual.

DeFi Development has promoted Chief Financial Officer John Han to Chief Operating Officer, and he will continue serving as CFO. According to Foresight News, the Solana treasury company, listed on Nasdaq as DFDV, said Han will oversee daily operations and coordination across departments while continuing to lead financial strategy, capital markets activities and financial reporting.

According to CNBC, Capri Holdings named Justin Boxford CEO on Wednesday, replacing company veteran John Idol effective January 4. Boxford joins after nearly 23 years at Estee Lauder, where he most recently served as global president of its luxury beauty brands. Capri shares fell marginally in premarket trading.

Nasdaq futures rose 2% in pre-market trading on November 11, according to market data, after CoreWeave’s earnings beat estimates. S&P 500 futures gained 0.9% and Dow futures rose 0.19%.Optical communication stocks led the gains:AXT (AXTI): +10.15%Lumentum (LITE): +9.47%Coherent (COHR): +9.40%Marvell Technology (MRVL): +8.09%Applied Optoelectronics (AAOI): +8.03%Ciena (CIEN): +7.27%Fabrinet (FN): +5.56%Semiconductor and memory stocks also rose:Seagate Technology (STX): +8.64%SanDisk (SNDK): +8.59%Western Digital (WDC): +7.29%AMD: +7.29%Micron Technology (MU): +6.88%Intel (INTC): +6.73%Nvidia (NVDA): +4.09%Crypto stocks edged higher:SharpLink (SBET): +1.88%Strategy (MSTR): +1.13%Circle (CRCL): +1.12%BitMine (BMNR): +0.64%

해외 신탁에 대한 개인 소득세 도입으로 암호화폐 자산 관련 세금 허점이 점차 메워지고 있습니다.

Morgan Stanley removed Nvidia (NVDA.O) from its list of top picks on November 11, while keeping an overweight rating on the stock.The move follows Citi’s cut to its Nvidia price target, from $315 to $285, on November 10. Nvidia shares fell 5.5% on Tuesday, and its board is investigating reports about CEO Jensen Huang.

The 81 Collection, a Chicago-based venture capital firm and backer of Colossal Biosciences Inc., raised $82 million for its second fund, according to Bloomberg.

CoreWeave shares rose 15.6% to $56.33 in premarket trading Wednesday after CEO Michael Intrator said the AI cloud company would avoid unsecured debt at current yields. The pledge helped lift the stock after a 47.5% slide in a month, according to BeInCrypto. On Tuesday’s earnings call, Intrator said CoreWeave would not use the unsecured debt market to fund its business at current yields; CFO Nitin Agrawal said the company would not issue more unsecured debt through 2027. CoreWeave plans to borrow against signed customer contracts at an expected 7% to 7.5%, while customers are expected to provide about $9 billion in prepayments and deposits within three months. The company also plans to raise less than $5 billion at the parent level through 2027. Its 2032 bonds yielded above 16% on November 6, more than three times the 10-year Treasury yield. Options had priced a 20.7% move in either direction. Interest expense reached $846 million in the third quarter, and CoreWeave expects $1.05 billion to $1.15 billion next quarter. Over the past year, interest costs increased 173%, while revenue grew 168%. Jefferies cut its price target to $90 from $150; Citizens kept a $180 target and said financing costs remain substantial. Nebius borrowed $3.5 billion through a one-year secured facility from Citi in October, while IREN closed a $3.65 billion GPU loan backed by a Microsoft contract in June. Nebius reports Thursday.

진세파이낸스는 AI, DeFi, DAO, NFT 및 메타버스 산업에 대한 최신 소식을 가장 빠르게 제공하는 "진세 웹3.0 데일리"를 출시했습니다.

실제 사례 6건을 통해 공격자가 개인 키를 읽지 않고도 구현상의 결함을 악용하여 키를 복구할 수 있음을 보여줍니다.

인수 주관 투자 은행들은 앤트로픽의 기업 가치를 1조 달러로 평가했으며, 주가매출비율은 12에 불과하고, 성장률은 애플과 마이크로소프트를 훨씬 능가하며, 개인 투자자 비중은 20%에 달한다고 분석했습니다.

지능과 노동력이 더 이상 부족하지 않게 되면, 기술 구현을 진정으로 늦추는 것은 검증 과정일 것입니다. 시뮬레이션, 테스트, 데이터 순환 과정을 더 빠르게 진행할 수 있는 사람이 현실 세계의 가속기 열쇠를 쥐게 될 것입니다.

암호화폐 무정부주의가 진정으로 보호하고자 하는 것은 토큰 가격이 아니라, 일반 사람들이 협력하고, 돈을 벌고, 사생활을 노출하지 않고 빠져나갈 수 있는지 여부입니다.

미국 증권거래위원회(SEC)는 처음으로 온체인 주식 거래에 대해 5년간의 규제 면제를 승인했으며, 유니스왑은 AMM과 훅(Hook)을 규정을 준수하는 증권 거래를 지원할 수 있는 거래 인프라로 포지셔닝하고 있습니다.

앤트로픽은 11월 19일 나스닥에 상장하여 최대 900억 달러를 조달할 예정이지만, 성장률이 144%에서 47%로 떨어졌으며, 9009억 달러 규모의 컴퓨팅 파워 투자 계획이 진정한 도박으로 여겨지고 있습니다.

비탈릭은 이더리움이 가치 저장 수단으로 간주되어야 한다고 주장하지만, 이더리움이 진정한 가치 저장 수단이 되기 위해서는 연간 순 발행량, 공급 정책 변경 능력, 그리고 지속적인 네트워크 업그레이드라는 세 가지 장애물이 있다고 말합니다.

물가상승률이 3.7%에 고착되고, 가계는 소비 유지를 위해 저축에 덜 의존하며, AI 관련 자본 지출은 부채 및 자기자본 조달 방식으로 전환되고 있는 상황에서, 시장은 아직 이러한 모든 요소가 가져다주는 "안정감"을 가격에 반영하지 못하고 있습니다.