According to ChainCatcher citing CryptoQuant, wallets holding more than 1,000 BTC added about 47,000 BTC during Bitcoin’s latest 24% decline. Wallets holding 1,000 to 10,000 BTC accounted for 43,700 BTC of that increase, while wallets holding 100 to 1,000 BTC shed 50,500 BTC and those holding 10 to 100 BTC sold 14,400 BTC. Bitcoin’s 30-day apparent demand fell to about -284,000 BTC, its weakest level since April 2025. Net realized losses were recorded on 14 of the 16 days since October 29, totaling about 84,000 BTC. CryptoQuant said short-term holders, ETFs and mid-sized wallets were selling faster than whales could absorb the supply.

Strategy Executive Chairman Michael Saylor proposed creating $10 billion to $30 billion in digital credit financing capacity from the company’s existing balance sheet during its third-quarter earnings call, without issuing common stock or relying on further Bitcoin price gains. According to Odaily, the $30 billion figure is the capacity ceiling, not a near-term fundraising target. CEO Phong Le said future Bitcoin purchases will mainly be funded by issuing preferred securities, particularly STRC perpetual preferred stock. The securities have no fixed maturity or voting rights, pay fixed dividends and rank ahead of common stock in payment priority; STRC is designed to offer a double-digit yield. As of October 25, 2026, Strategy held 848,517 Bitcoin, up 26% year to date. Its dollar assets totaled about $5.07 billion, enough to cover preferred dividends and debt interest for about 3.4 years. The company reported third-quarter net income of $19.53 billion, mainly from $20.91 billion in digital asset gains. Strategy has $16 billion in nominal digital credit securities across 10 listed instruments. It divides its capital structure into digital capital (Bitcoin), digital equity (common stock) and digital credit (preferred instruments), and is reducing its reliance on at-the-market stock offerings and convertible bonds.

Cardano founder Charles Hoskinson said he never promised ADA price gains during a heated livestream with frustrated holders, disputing a viewer’s claim that he had promised Cardano would overtake Bitcoin. The exchange and Cardano’s completed roadmap were reported by BeInCrypto, as ADA traded near $0.1635, down 26.6% over the past month and about 94.7% below its $3.09 all-time high reached in September 2021. Hoskinson said the five-era roadmap is complete and that his work on Cardano is done, adding that the network has millions of users, governs itself and no longer depends on him. The roadmap covered Byron (2017 network launch), Shelley (2020 staking), Goguen (2021 smart contracts), Basho (2022 scaling) and Voltaire (2024 on-chain governance). The Plomin hard fork in January 2025 gave ADA holders direct voting power over the network’s future. Hoskinson said he had expressed a belief that Cardano could become the largest cryptocurrency, but had not promised that outcome or price appreciation.

Solana Confidential Compute is in beta on Solana devnet, and no mainnet release date has been announced. According to Odaily, the Solana Foundation said the open-source tool, developed with the Nito team, includes an SDK and an on-chain verifier for building private AI applications and verifying computing hardware; it has not been audited. A confidential virtual machine generates a signing key, which a hardware report binds to a recent Solana slot. After verification, an on-chain program records the key, hardware type and expiration time. AI computation takes place off-chain, and the output is signed with the key. Applications can verify the signature and query the on-chain record; conversation content and private inputs are not made public. The beta supports Intel TDX and AMD SEV-SNP hardware attestations, while Nvidia GPU attestation remains in development. In the Solana Confidential Chat example, the browser verifies the environment before encrypting a prompt, and does not send it if verification fails. The application server can see visitors’ IP addresses, while Nito can see account and model details, request times and ciphertext sizes. Nito has integrated the tool into its private AI platform.

미국 현지 시간으로 11월 13일, 앤트로픽 공동 창립자 겸 CEO인 다리오 아모디와 JP모건 체이스 CEO인 제이미 다이먼이 뉴욕에서 IPO를 주제로 대담회를 개최했습니다.

젠슨 황의 갑작스러운 사임으로 지분 투자, 보증, 자사주 매입 등을 기반으로 구축된 엔비디아의 5천억 달러가 넘는 AI 자금 조달 시스템이 총괄 책임자 없이 남게 되었습니다.

Golden Weekly는 Golden Finance에서 발행하는 주간 블록체인 산업 요약 칼럼으로, 주요 뉴스, 시장 및 계약 데이터, 채굴 정보, 프로젝트 업데이트, 기술 발전 및 기타 산업 동향을 다룹니다.

젠슨 황과 앤트로픽의 CEO가 AI 정책 및 반도체 수출 문제를 놓고 공개적으로 대립하고 있다는 것은 공공연한 비밀입니다. 워싱턴에서의 격렬한 논쟁부터 암모디가 추진하는 포괄적 수출 금지안에 대한 황의 공개적인 반대까지, 두 사람은 오랫동안 자신들의 입장을 분명히 해왔습니다.

공격자들이 직원 신원, 내부 권한 및 공급망을 표적으로 삼기 시작하면 단순히 개인 키를 저장하는 것만으로는 더 이상 완벽한 보안 방어를 구축하기에 충분하지 않습니다.

젠슨 황의 갑작스러운 사임은 미국 IT 대기업에서 정치적 위험이 집중적으로 발생하기 시작하는 신호탄일지도 모릅니다.

골드만삭스의 2027년 글로벌 주식 전략에 따르면 AI 관련 자본 지출 붐이 정점에 가까워지고 있으며, 글로벌 수익 성장률은 크게 둔화될 것으로 예상됩니다.

33년 동안 세계적인 AI 칩 제국을 건설한 창업자가 정말로 떠나야 할까요?

엔비디아의 젠슨 황은 이더리움 전문가(KOL)로 활동하기도 했습니다. 진세 파이낸스는 "이더리움은 매우 가치 있는 자산이 될 것"이라고 전망했습니다.

진세 파이낸스는 암호화폐 및 블록체인 산업에 대한 최신 소식을 가장 빠르게 제공하는 일일 뉴스 게시판 "진세 오전 8시(Jinse at 8 AM)" 3242호를 발행했습니다.