仮想通貨AI翻訳ニュース

张一鸣内部表态：字节AI追平Anthropic、OpenAI至少要到2029年 据彭博社报道，字节跳动联合创始人张一鸣近日在面向AI团队的全员会上表示，字节有能力在前沿AI领域和Anthropic、OpenAI竞争。 但他也提醒团队，真正追上这些公司的水平，至少要等到2029年或2030年。 张一鸣坦言，字节Seed系列大模型的预训练数据规模，比美国顶尖对手小了好几个数量级。他再次强调，团队不应过度依赖模型蒸馏，也就是用更强模型的输出来训练自家模型，而要着眼长期。

Arthur Hayes将300万枚USDC转至场外交易平台 据链上分析师余烬监测，Arthur Hayes（@CryptoHayes）在10分钟前将300万枚USDC转至场外交易平台Flowdesk和Galaxy Digital。 其半个月前清仓至少价值4925万美元的多种山寨币，称等跌到位后再买入。相较其卖出价格，这些代币已普遍下跌15%至30%。

Telegram Founder Durov Says GRAM Is the Only Crypto Built Into a Major Social Platform, "Ridiculously Undervalued" Telegram founder and CEO Pavel Durov said GRAM, the native token of the TON blockchain, remains "ridiculously undervalued," calling it the only cryptocurrency built into a major social ecosystem. He argued that GRAM deserves a place among the top three cryptocurrencies by market capitalization and expressed confidence it would eventually get there. Despite a broader crypto market downturn, GRAM rose about 14% in 24 hours, while more than 1 million self-custodial Gram wallets were activated on Telegram over the preceding 48 hours, according to Durov.

🍉疑似马斯克儿子刚碰Meme币就被父亲取关，相关代币MAX暴跌86% 11月10日，追踪账号发现马斯克关注了X账号@ChainChomp131。这个账号原本只有约5000粉丝，简介里自称是马斯克20岁的儿子Saxon James Musk，但真实身份尚未得到证实。 今天凌晨，该账号接连发了几条加密相关的帖子，社区随即把它和Solana上的Meme币MAX联系起来，MAX市值一度超过1300万美元。 不久后，这些帖子被删除，追踪账号也记录到马斯克取消了关注。MAX随后从高点跌了约86%。 该账号事后回应称自己“没有被盗号”，只是听了朋友的想法，结果事情变得混乱。网友于是调侃他“进币圈第一天就退休”

Hyperliquid巨鲸抄底3331万美元NVDA，黄仁勋再曝婚外情后浮亏257万 据链上分析师余烬监测，一名巨鲸昨晚在去中心化衍生品交易所Hyperliquid上，以174.4美元开多约19.1万股NVDA合约，仓位约3331万美元，成为该平台最大的NVDA多头。 这笔单子押的是英伟达跌后反弹，但开仓后不久局势急转。最新报道，黄仁勋还与一名英伟达女高管有婚外情，英伟达董事会正准备罢免黄仁勋，但目前尚无正式决定。 NVDA盘后一度跌近10%，这位巨鲸浮亏约257万美元。

伯恩斯坦将英伟达目标价腰斩，福布斯警告黄仁勋若离职将重创 AI 行业 伯恩斯坦把英伟达的评级从"跑赢大盘"下调至"与大盘持平"，目标价从400美元腰斩至200美元。福布斯发文警告，如果黄仁勋离职，英伟达股价和整个 AI 行业都可能遭受重创。 因为 AI 行业高度依赖英伟达持续推出更强的芯片，而英伟达没有公开的接班计划，很难有人达到黄仁勋的水平。黄仁勋两段婚外情曝光后，英伟达市值已蒸发约7000亿美元。 Wedbush 分析师 Dan Ives 警告，如果黄仁勋被罢免，市值可能再蒸发1万亿至1.2万亿美元。 此外，英伟达将于11月17日发布财报。

😮地主家也没有余粮？Polymarket 被曝裁员，并终止与多名外包人员合作 据彭博社消息，Polymarket 近期裁掉了部分员工，并与多名外包人员终止合作。Polymarket 确认了此前在 X 上流传的内部邮件属实，邮件称这是一次"全公司范围的裁员"，但没有透露具体人数。 两天前，Polymarket 刚对外披露年化收入突破18亿美元。Polymarket 回应称，随着新管理层加入，公司进行了重组，"为下一阶段增长做准备"。 上月报道，投资人向创始人 Shayne Coplan 施压，要求加强公司管理，Polymarket 随后从亚马逊、高盛、Robinhood 等公司挖来多名高管

Crypto Hack Losses Equal 57 Cents for Every $1 in On-Chain Revenue Since 2017, ARK Analyst Says Lorenzo Valente @LorenzoARK , director of digital asset research at ARK Invest, said the crypto industry has lost approximately $26.9 billion to hacks since 2017, equivalent to 57 cents for every $1 of its roughly $47 billion in cumulative on-chain revenue over the same period. The $6.36 billion Binance hack alone exceeded the industry's total on-chain revenue so far in 2026, he said. Valente warned that security vulnerabilities have become a major bottleneck to the industry's growth.

交易所 Websea 官方 X 账号疑似发帖控诉老板欠薪，随后删除 据 X 上流传的截图，数字资产交易平台 Websea 的官方 X 账号疑似曾置顶一条推文，公开指责公司老板和 CEO 拖欠员工工资及报销款。 称公司疑似已停止正常运营，管理层迟迟没有给出付款安排。推文要求老板和 CEO 正面回应、公布付款时间表并尽快结清欠款，还呼吁有同样遭遇的员工站出来发声。 该推文目前已无法查看。 Websea 此前已经出现过经营问题。Websea 曾出现提现暂停或到账失败，官方社区管理员当时回应称是"技术原因维护"。之后Websea 称公司正处于调整和重组的关键阶段，今年5月18日宣布在战略投资方支持下重新开放提现

Ledger CEO: Everybody will be hacked at some point In an interview with Bloomberg Television @BloombergTV on November 10, 2026, Ledger CEO Pascal Gauthier @_pgauthier was asked how the hardware wallet maker could reassure users about the security of its devices. He said perfect security does not exist and that Ledger can be hacked like any other organization. Gauthier said the losses amounted to about 0.01% of the assets Ledger protects. He said the hardware wallet industry has suffered smaller losses than centralized institutions, both in dollar terms and as a share of assets, and argued that decentralized security remains more effective. He added that the market still needs banks and Binance and that he expects security threats to worsen year after year.

JUST IN: 🇺🇸🇨🇳 Commerce Secretary Lutnick reportedly stalled President Trump's efforts to restrict Nvidia $NVDA chip exports to China over fears it would start a trade war.

Polymarket Restructures After Business Setbacks, Cuts Staff and Ends Contractor Agreements According to Bloomberg, Polymarket has laid off employees and ended contracts with several contractors as part of a broader restructuring. The move comes after the prediction market platform lost its market-leading position to rival Kalshi and faced investor pressure to improve management. Polymarket said the reorganization followed the appointment of new leadership and involved additional hiring, personnel changes and layoffs, but declined to disclose specific figures. The company has recently recruited senior executives from Amazon, Goldman Sachs, DoorDash and Robinhood.

Japan’s Largest Brokerage Nomura Explores Sale of Crypto Unit Laser Digital According to Bloomberg, Japan’s Nomura Holdings is exploring a potential sale of its crypto unit Laser Digital and has held talks with prospective buyers, including Marex Group, which is evaluating a deal. No final decision has been made, and Nomura may retain the business. Losses at Laser Digital amid crypto market volatility pushed Nomura’s European operations into a quarterly loss, prompting tighter risk controls. Founded in 2022, Laser Digital provides institutional crypto trading, asset management and venture investment services. The firm recently obtained a crypto exchange services license in Japan and received conditional approval for a US national trust bank charter in May.

Vitalik: Ethereum's Top Priority Is Survival On November 4, Ethereum co-founder Vitalik Buterin @VitalikButerin said that Ethereum's top priority over the next decade should be survival while preserving its core properties, including security, privacy, and open-source principles. He believes that in an era when AI is reshaping everything year after year, Ethereum should shift its focus from incremental 5% improvements to breakthroughs that deliver 5x gains. Whether in its technical roadmap or application development, the priority should be solving truly important problems and avoiding premature optimization.

[ ZOOMER ] TREASURY SECRETARY BESSENT CONFRONTED COMMERCE SECRETARY LUTNICK FOR HIS INACTION OVER JENSEN HUANG AFFAIR AND ITS THREAT TO NATIONAL SECURITY: AXIOS

[ ZOOMER ] PYTH TO DISTRIBUTE NYSE REAL TIME TICK DATA: BLOG

[ ZOOMER ] ANTHROPIC'S UPCOMING IPO SAID TO BE MULTIPLE TIMES OVERSUBSCRIBED: BBG

JUST IN: 🇺🇸 OKX and NYSE's parent company to launch 24/7 tokenized securities exchange on November 23rd.

[ ZOOMER ] BITCOIN CORE DISCLOSES THREE PATCHED SECURITY FLAWS, INCLUDING HIGH SEVERITY MINING BUG: THE BLOCK