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.

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.

미국의 10월 소비자물가지수(CPI)가 예상치를 웃돌면서 12월 금리 인상 가능성이 90%까지 높아졌고, 비트코인은 7만 4천 달러 아래로 떨어졌습니다. 현재 금리 인상에 대한 기대감이 암호화폐 가격에 가장 직접적인 하락 압력을 가하고 있습니다.

블랙록은 고래 투자자들이 자체 보관한 비트코인을 실물 현금화를 통해 IBIT 주식으로 전환하고 있다고 밝혔습니다. 렌치 공격과 하드웨어 지갑 공급망 위험이 증가함에 따라 자체 보관의 보안성에 대한 인식이 무너지고 있습니다.