民主党が米国議会を制する確率は71%！これはAIと暗号通貨にどれほどの影響を与えるだろうか？

バイナンスは、過去最高額となる63億ドル規模の仮想通貨ハッキングで盗まれた資産の約95％を回復したが、一部の顧客が資金の引き出しに制限を受けているため、取引所の復旧はまだ完了していない。

According to Jin10, South Korea's S-OIL relies on two routes in Saudi Arabia to transport crude oil and has secured most of its Saudi crude oil supply through long-term contracts.

A Blackstone Inc.-led investor group agreed to acquire a stake in LNG Canada’s liquefaction business from a Mitsubishi Corp. subsidiary for $3.1 billion, according to Bloomberg.

Machi Big Brother has closed his entire 10x leveraged long position of 11,000 HYPE tokens, while his 25x leveraged Ethereum long position has moved into slight profit. According to Odaily, HyperBot data showed the HYPE position was closed at a loss of about $31,600, and the Ethereum position had grown to 5,200 ETH, with an unrealized profit of $158,000 and a return of 32.56%.

According to Jin10, Nomura Securities said a Bank of Japan rate hike to 1.5% in December was nearly certain after Governor Kazuo Ueda sent hawkish signals, but room for further monetary tightening next year remains unclear. The BOJ estimates the nominal neutral rate at 1.1% to 2.5%. Because the rate cannot be observed directly, policymakers have difficulty determining the endpoint for rate hikes. Japanese inflation has remained above the 2% target, while strong business spending has pushed the central bank to accelerate policy normalization. However, the long period of deflation and ultra-low interest rates may make households and businesses more sensitive to higher borrowing costs. BOJ policymakers are divided over the pace of rate hikes, with some hawkish members calling for faster increases. Nomura Securities expects the BOJ to raise rates to 1.75% around March next year and then pause, though the final path remains uncertain.

S&P Global Ratings lowered the outlook on Meta’s “AA-” credit rating from stable to negative, citing rising leverage and uncertainty over how long capital spending will remain high and free operating cash flow negative. According to Sina Finance, the change means S&P could downgrade Meta’s credit rating within two years. S&P said Meta’s ability to turn AI investment into revenue was more limited than that of its peers, and that it was unclear when the investments would generate substantial revenue exceeding rising costs. S&P expects Meta’s capital spending to reach $140 billion this year and accelerate to more than $225 billion in 2027. Meta’s own latest forecast puts full-year capital spending at $135 billion to $145 billion. S&P expects spending growth to level off starting in 2028, but said it was uncertain whether Meta would cut spending as previously expected. Meta spokesperson Kamran Mumtaz said the company respected S&P’s judgment but disagreed with its assessment of Meta’s ability to monetize AI investment, adding that product and business opportunities would support a strong credit profile. Meta’s leverage ratio could exceed 1.0x as soon as next year, up from about 0.1x last year. The company’s future spending commitments rose from about $700 billion in July to $825 billion as of October 22, with nearly half tied to leases not yet underway, mainly for data centers and energy infrastructure. Meta’s free cash flow was negative $2.12 billion in its last quarter, its first move into negative territory. Its shares fell 15% in October, the largest monthly decline in four years. Meta’s “AA-” rating is S&P’s fourth-highest investment-grade rating; a one-notch downgrade would still leave it in the upper investment-grade range.

Kylian Mbappé’s Real Madrid match this weekend was unavailable on television and digital streaming platforms in China, according to Bloomberg. The blackout reflects continuing backlash over a perceived insult to Mao Zedong.

連邦捜査局（FBI）は、北朝鮮がバイナンスから60億ドル以上の暗号資産を盗んだ責任があると特定し、この悪質なサイバー活動を「トレーダートレイター」と呼ぶ声明を発表した。

ラザルス社はどのようにして発展したのか？彼らはどのようにして、並外れた知性と狡猾さを兼ね備えたコンピューター専門家を生み出したのか？そして、彼らはどのようにして数十億ドルもの大金を盗み出したのか？

仮想通貨やブロックチェーンといった、通常は業界会議やプロジェクト発表会で議論されるような事柄が、今や中央政府の汚職対策戦略に直接組み込まれた。

36億ドルの純流出額は、運用資産のわずか2％に過ぎない。バイナンスの共同CEOである何毅氏は、送金の一部はバイナンスの内部ウォレット間で行われたものであり、すべてが顧客からの引き出しではないと述べた。

同じ日に2つの主要な新モデルが発表された。数日前にはGoogleのGemini 4 Carbonが世界一の座を奪還したばかりで、週末にはOpenAIとAnthropicが同時に次世代モデルを発表した。

中国の人工知能企業DeepSeekは、複数のAIエージェントを管理するように設計された、より自律的なAIシステムを開発しており、これにより、人間がタスクを調整したり、進捗状況を監督したりする必要性を減らす可能性がある。

FBIは、60億ドル規模のバイナンスへのハッキング事件に北朝鮮が関与していると指摘し、暗号資産企業に対し、盗まれた資金に関連する取引を阻止するよう要請した。バイナンスは資産の90％を復旧させ、ステーブルコインの発行者は24億ドル以上を凍結した。

技術的な構造、機関投資家の保有状況、そしてブラックスワン現象はすべて、2027年第1四半期に底を打つ可能性を示唆している。