Alliance co-founder Imran Khan said a recent LP dinner included a discussion about whether crypto venture capital firms are still needed. According to Foresight News, participants generally agreed they are, but perhaps for only one or two more cycles, after which crypto may become fully integrated into the broader frontier technology market. Khan described this as a positive sign of the industry’s maturation, saying the wider technology market has validated the value created by crypto. From a fund perspective, Khan said the range of crypto-only opportunities has narrowed since 2020, making it difficult for large funds to generate scalable returns through crypto alone. Expanding into areas such as robotics and physical AI is therefore a logical step. While younger technology talent is moving toward AI and robotics, Alliance data show that more existing crypto talent is leaving large companies to start independent ventures. LPs are not bearish on crypto, Khan said, but see long-term opportunities in its convergence with newer fields.

According to ChainCatcher, China and the U.S. held the first meeting of the Trade Council under their economic and trade consultation mechanism by video conference on November 13. The sides discussed implementing outcomes from earlier consultations, including tariffs, a reciprocal tariff-reduction arrangement involving $30 billion on each side, and agricultural trade. They said they would continue communicating through the Trade Council to address their respective economic and trade concerns.

According to Jin10, U.S. Treasury Secretary Bessent told CNBC on the 13th that he had moved from his home to a military base, citing the Secret Service’s instructions and a Wall Street Journal photo of his residence that included geolocation information. He said the newspaper published the photo on the day he bought the house despite pleas to keep its location private, calling the decision “extremely irresponsible” and “very dangerous” and saying it must stop. Bessent also said Iran’s leadership had issued death threats against him, adding that this meant the “economic isolation” campaign was taking effect.

Trezor confirmed on November 12 that three Safe 5 devices had hardware implants and said it had reduced its distributor network by about 80%. According to Odaily, the devices were sold by Malaysian distributor CryptoBilis from August 20 to September 23. The implant was a circuit board placed between the screen and motherboard that copied screen contents, including recovery phrases, then encrypted and sent the data over a mobile network to an attacker’s server. Because it did not alter the firmware or security element, routine checks were unlikely to detect it. Firmware version 2.13.1, released on November 11, disabled the implants but cannot protect backups made before the update. Customers who bought through the distributor must move to wallets using new recovery phrases. Trezor said the network reduction was not due to a loss of trust in its partners. Customers who bought devices through the channel from March onward can request replacements. No customers had reported losses as of the report. The same distributor was also involved in a Ledger device-tampering case in which more than $86 million was stolen.

According to ChainCatcher, Anthropic CEO Dario Amodei said Friday during a fireside chat with JPMorgan CEO Jamie Dimon at JPMorgan’s New York headquarters that the company is not particularly concerned about which month or market conditions it chooses for an IPO. He said Anthropic aims to “underpromise and overdeliver.” Amodei said he agrees with the view that a company should not be valued even $1 above its true worth. Against recent volatility in the AI sector and pressure on technology stock valuations, Anthropic is taking a cautious approach to IPO pricing. The company is reportedly targeting a valuation of about $1.33 trillion or higher and plans to offer 825 million shares at $70 to $78 each, which would raise more than $61 billion at the midpoint. Investors, including Google, also plan to invest about $26 billion through a private placement. Amodei called computing investment the company’s “deepest business challenge,” saying substantial spending on computing resources continues to pressure its finances.

According to CNBC, Ecuador is pursuing new ways to finance nature conservation while planning to continue oil extraction in parts of the Amazon. The government hopes to issue its first sovereign green bonds in 2027 and is seeking advice from the European Union on the instruments, Environment and Energy Minister Juan Carlos Blum said. In March, IDB Invest and Banco Bolivariano issued a $120 million biodiversity bond to support conservation projects. Debt swaps completed in 2023 and 2024 freed up about $1.1 billion for conservation in the Amazon and Galapagos Islands. In October, the government announced plans to open new oil exploration tenders in parts of the Amazon, according to local media reports. Ecuador also plans to host the U.N. biodiversity summit, COP18, in 2028.

هل ينبغي حقاً للمؤسس الذي بنى إمبراطورية عالمية لرقائق الذكاء الاصطناعي على مدى 33 عاماً أن يرحل؟

جنسن هوانغ، من شركة إنفيديا، ومستثمر في إيثيريوم. كان جنسن هوانغ أيضاً من أبرز الشخصيات المؤثرة في مجال إيثيريوم. يقول جينسي فاينانس: "ستصبح قيمة إيثيريوم عالية جداً".

أطلقت شركة Jinse Finance نشرتها الإخبارية اليومية الخاصة بصناعة العملات المشفرة وتقنية البلوك تشين، "Jinse at 8 AM"، العدد 3242، لتزويدكم بأحدث وأسرع الأخبار حول صناعة العملات الرقمية وتقنية البلوك تشين.

يشير نشرة شركة أنثروبيك إلى مبلغ 40 تريليون دولار من الأجور المدفوعة للعاملين في مجال المعرفة على مستوى العالم باعتباره "قيمة اقتصادية". وتتابع هذه المقالة الحاشية بطرح السؤال التالي: إذا كان هذا المال يُستهلك بالفعل من قِبل النموذج، فإلى أي حساب سيتدفق؟

بعد استقالة جنسن هوانغ، راهنت شركة بولي ماركت على عشرة مرشحين محتملين لخلافته: يتصدر إيان باك القائمة بنسبة 30%، يليه كريس بنسبة 17%، ثم هاس وسروجي بنسبة 12% لكل منهما. تحلل هذه المقالة هذه المجموعات الثلاث وتحديات استقطاب المواهب.

أطلقت Jinse Finance "Jinse Web3.0 Daily"، التي تزودك بأحدث وأسرع الأخبار حول الذكاء الاصطناعي، والتمويل اللامركزي، والمنظمات اللامركزية المستقلة، والرموز غير القابلة للاستبدال، وصناعة الميتافيرس.

يعمل الذكاء الاصطناعي حاليًا كنقطة دخول مساعدة للاكتشاف والتسوق أكثر من كونه مشتريًا مستقلاً؛ فالحدود الاقتصادية الحقيقية للتجارة بالوكالة تكمن في تكلفة التحقق من صحة عملية الشراء، ولا يمكن للعملات المستقرة إلا أن توفر بعض الاحتكاكات في الوصول والتسوية.

بعد استقالة جنسن هوانغ، انخفض سعر سهم شركة إنفيديا بنسبة 31% عن ذروته، مع نسبة سعر إلى ربحية تبلغ 12 فقط. وتعتقد بارونز أن المفتاح هو الربحية وليس الموظفين، وقد منحها المحللون إمكانية ارتفاع تصل إلى 160%.

عندما تم اختراع الهاتف، لم يكن أحد يعرف ما هو الغرض من استخدامه، ولكن تم تصوره في النهاية على أنه الجهاز العصبي لـ "دماغ عالمي" يربط البشرية جمعاء.

كان الرئيس التنفيذي لشركة Airwallex، تشانغ شو، يشكك في العملات المشفرة في السابق، لكن الآن أكملت شركته Alta التي شارك في تأسيسها جولة تمويل بقيمة 47.5 مليون دولار لإنشاء سلاسل الكتل للمؤسسات المالية.