Crypto Morning Brief: Anthropic's Latest IPO Prospectus Files Revealed, NEAR AI Internal Systems Hacked

Author: TechFlow

Market Dynamics Yesterday

Anthropic IPO Latest Prospectus Leaked: Plans to Issue 825 Million Shares at $70 to $78 Per Share

According to Reuters: The latest draft prospectus shows that Anthropic's IPO plans to issue 825 million shares, with an indicative price range of $70 to $78 per share. Cornerstone investors for Anthropic's IPO include AMD, Broadcom, Google, Micron, Microsoft, NVIDIA, and TSMC Partners. They will collectively subscribe to $26 billion worth of the company's common stock through another private placement.

Federal Reserve Governor Waller: We Are Not Super Hawkish, Will Not Raise Rates by 150 or 200 Basis Points

Federal Reserve Governor Waller stated: "We need to at least take back the three preventive rate cuts we made earlier. We are not super hawkish; we just don't want to crush the economy or cause a sharp downturn. We will not raise interest rates by 150 or 200 basis points."

South Korea's Personal Information Protection Commission Launches Formal Investigation into Anthropic

According to Yonhap News, South Korea's Personal Information Protection Commission announced on November 10 that it has concluded its preliminary review and launched a formal investigation into the personal data breach involving American generative AI service Claude by Anthropic. Previously, Anthropic reported on October 31 that information from approximately 100 Korean corporate accounts had been leaked. Reports indicate the incident was caused by unauthorized access to Anthropic's internal systems by an external security firm;

Anthropic has notified some customers that business contact information such as account and organization IDs, names, and email addresses for enterprise version Claude accounts may have been exposed.

Binance: Will No Longer Process Transactions Involving MEXC Entities

Binance announced that, given the U.S. Treasury's Financial Crimes Enforcement Network (FinCEN) recently designated MEXC as a Primary Money Laundering Concern, Binance will no longer process transactions involving crypto asset service providers and platforms on this designation list. The announcement lists 13 related entities: MEXC Global Limited, MEXC Estonia OÜ, GIDA Technology AG, MXC Global Ltd, MEXC Global Foundation Ltd, MEXC Singapore Pte Ltd, MEXC (Comoros) Ltd, MEXC, MEXC Global, MEX Global Ltd, MX Global LTD, MEX Exchange (formerly), and MEXC affiliates. Binance urges users not to send or receive funds to or from these entities directly or indirectly, nor to transact via Binance; any transfer requests from Binance accounts to the aforementioned entities will be rejected. Binance also stated that if deposits are received from these entities, funds will be temporarily held pending compliance review, affected accounts may face restrictions during the review, and users may face further action under Binance's Terms of Use, including expulsion. The announcement notes this is a general notice, and products/services involved may not be available in certain jurisdictions.

If Jensen Huang Divorces, Wife Could Receive at Least $75 Billion in NVIDIA Assets

According to Daily Economic News citing Zhongxin Jingwei and others, after NVIDIA CEO Jensen Huang admitted to "infidelity toward his wife" in an employee statement on November 8, speculation arose that he and his wife Lori Huang might divorce. Lori has not yet made a public statement.

NVIDIA's 2026 fiscal year annual report shows that the vast majority of Huang's shares are held in trust, with both him and his wife serving as co-trustees. The latest financial report indicates Huang holds approximately 871 million NVIDIA shares, representing 3.58%, with about 801 million shares explicitly disclosed as jointly held by the couple, currently valued at over $143 billion.

The Huangs reside in California, which follows community property laws and is a "no-fault" state, meaning infidelity evidence does not affect property division. Christopher Melcher, a Los Angeles high-net-worth divorce attorney, stated Lori is entitled to 50%. Based on NVIDIA's current stock price, Lori could receive at least $75 billion, with the final ratio depending on whether they have prenuptial or postnuptial agreements.

Impact from the scandal sent NVIDIA's stock plummeting. Forbes data shows that as of the market close on November 9 Eastern Time, Huang's net worth was approximately $155.2 billion, causing him to briefly drop out of the global top ten.

Multiple Rollup Cross-Chain Asset Custody Accounts on Initia L1 Experience Unauthorized Transfers, Mainnet Halted Emergency

Initia's official account stated that at 06:18 UTC on November 10, after discovering unauthorized transfers across multiple Rollup cross-chain asset custody accounts on the L1 mainnet, project coordinators halted L1 network operations with validators to prevent further losses.

Preliminary investigations suggest the attacker may have used leaked Rollup infrastructure keys to forge IBC cross-chain transfers. Before the network halt, approximately 605,000 USDC were transferred out of Initia via Noble, along with around $10,000 in other tokens, totaling approximately $615,000.

Initia stated that most of the remaining assets transferred out of custody accounts remain on the paused L1 network. The team is collaborating with security firms, validators, and exchanges to investigate the scope of the incident, and more information will be released later.

NEAR AI Internal System Breached, AI Cloud Inference Service Suspended

NEAR AI officially announced that it recently discovered unauthorized access to its internal systems and, as a precaution, has suspended NEAR AI Cloud inference services while conducting an investigation.

NEAR AI stated that NEAR AI Cloud inference runs in hardware-isolated secure enclaves (TEEs) to protect user prompt privacy.

NEAR AI later updated that the unauthorized access has been patched, the investigation is ongoing, NEAR AI Cloud will remain suspended until it can be safely restored.

Official sources emphasized that NEAR Protocol and other NEAR services are unaffected, with the next progress update within two hours.

Coinbase, Kalshi, and Five Other Companies Apply to File Amicus Briefs Supporting CFTC Regulation of Individual Stock Perpetual Futures

According to The Block, Coinbase, Kalshi, Payward (parent company of Kraken), DRW Holdings, Jump Trading, and Paradigm have applied to a U.S. federal court to file amicus curiae briefs supporting the Commodity Futures Trading Commission (CFTC)'s regulatory authority over individual stock perpetual futures.

Previously, an industry association called Capital Markets Alliance (CMA), including members like Cboe and Citadel Securities, filed a lawsuit seeking to revoke the CFTC's approval of these products. CMA argued that individual stock perpetual contracts should be classified as security-based swaps, falling under the jurisdiction of the Securities and Exchange Commission (SEC).

Coinbase and others argue that the relevant products are security futures, and the SEC has been involved since the early stages of the regulatory process. According to court documents, the individual stock perpetual futures listing applications submitted by Coinbase, Kalshi, and Payward were deemed approved on November 2. The regulatory dispute remains pending a court ruling.

Google Chrome Update Fixes 9 Vulnerabilities, One Already Exploited in the Wild

According to the official Chrome Releases announcement, Google updated the stable desktop version of Chrome, fixing 9 security vulnerabilities, including 7 critical and 2 medium-severity flaws. Google noted that the critical vulnerability CVE-2026-125350 in the XML component is already being exploited in the wild.

This update raises Windows and Mac versions to 157.0.8103.50/.51, Linux to 157.0.8103.50, and will roll out gradually over the next few days to weeks.

Embers: Brother Maji Closes ETH Long Positions and Transfers Approximately 50,000 USDC

According to Embers monitoring, Brother Maji actively closed his ETH long positions on Hyperliquid yesterday and transferred approximately 50,340 USDC to his address used for Papertrade mining.

Embers noted that Brother Maji accumulated losses of approximately $37.46 million over trades in the past year and a half, and is currently still engaged in Papertrade mining. TechFlow previously reported that he reopened approximately $1.48 million in ETH long positions after being liquidated early yesterday morning.

Today's Market Conditions

Recommended Reading

Ethereum Foundation and Vitalik Sued: A Cancer Patient's Termination and a "Seppuku Oath"

https://www.techflowpost.com/article/35229

This article reveals the lawsuit filed by former protocol support team lead at the Ethereum Foundation, Kayleen Fulton, against the Ethereum Foundation and Vitalik Buterin. Fulton claims she was subjected to retaliatory termination after being diagnosed with ovarian cancer in March 2026, due to her opposition to the foundation's 38-page "EF Mandate" and its clause requiring employees to commit to "seppuku-style resignation" upon breach. The timeline includes 79 employees demanding the removal of the controversial clause, 53 protocol team members refusing to sign a loyalty declaration under duress, and the subsequent termination of Fulton and another co-signer on April 6. The complaint also cites recorded conversations between Fulton and Vitalik, alleging his involvement in retaliation, and puts forward 11 legal charges, including disability discrimination, medical leave rights, and wrongful termination.

This litigation also reflects governance crises within the Ethereum Foundation: approximately 20% layoffs in 2026, the sequential departure of protocol team leads, and the dissolution of the team once responsible for coordinating core developers and network upgrades. The core controversy lies in whether an organization built on decentralization ideals can evade traditional labor law protections by citing internal governance and loyalty requirements. All allegations remain claims pending court adjudication and cannot be considered proven facts.

NYSE Selects Avalanche, New Platform Bets on Solana: This Wave of "Old Chains, New Uses" Is Not Bullish for Token Prices

https://www.techflowpost.com/article/35241

This article points out that the NYSE chose Avalanche as the settlement technology for its tokenized stock platform, and Formation Securities plans to build a tokenized stock trading venue on Solana. While it appears as traditional finance massively embracing public chains, it may not necessarily bring sustained value growth to AVAX and SOL.

The NYSE uses a custom Avalanche chain controlled solely by itself, meaning institutions no longer need to stake large amounts of AVAX. Instead, they only pay approximately 1.33 AVAX per month per validator node. Calculating for 30 nodes, the annual burn amount would be less than 480 AVAX. Although Solana uses a public mainnet where transactions directly use SOL for fees, U.S. regulators cap on-chain trading volume for large-cap stocks: each trading venue can trade a maximum of 75 tickers, with on-chain volume per ticker not exceeding 0.25% of the previous month's daily average. The first batch of planned listings—Exodus, Forward Industries, and Galaxy—all have close ties to the crypto industry.

The article's core argument is that Wall Street needs blockchain's settlement efficiency, round-the-clock trading capabilities, and underlying infrastructure, not necessarily public chain tokens. Traditional finance moving on-chain may drive blockchain infrastructure development, but may not translate into genuine demand for tokens. This explains why institutional partnership news often drives short-term price pumps but struggles to support long-term valuations.

Behind Jensen Huang's Extramarital Affair: $155.2 Billion Net Worth Faces Divorce Division Mystery, Wife May Claim Over $75 Billion

https://www.techflowpost.com/article/35256

This article explores the potential divorce property division following NVIDIA CEO Jensen Huang's admission of an affair. According to Forbes estimates, Huang's current net worth is approximately $155.2 billion, holding over 3.5% of NVIDIA shares. Since he and wife Lori Huang have been married nearly 40 years in California, and assuming no prenuptial or postnuptial agreement exists, community property laws dictate that assets accumulated during marriage should theoretically be split equally, potentially entitling the wife to over $75 billion. However, it remains unclear whether they will divorce, if property agreements exist, or what qualifies as separate property. The article also contrasts the situation with the divorces of Jeff Bezos and Bill Gates to illustrate the massive wealth divisions behind billionaire marriages.

Key Takeaway: Huang's extramarital affair affects not only his personal reputation but potentially the massive NVIDIA holdings he controls. However, the $75 billion figure is merely a theoretical estimate based on California law, not an established divorce payout.

15 Crypto Concepts That Were "Born Out of Sync": Why They Deserve a Redo in the AI Era

https://www.techflowpost.com/article/35260

This article reviews 15 failed concepts from the crypto industry between 2014 and 2019, proposing that with the maturation of AI, stablecoins, and high-speed public chains, many of these directions may find a second chance.

The article argues that early projects primarily failed due to three limiting factors: real-world issues required costly manual arbitration prone to bribery; governance token volatility made them unsuitable for commercial settlement; and slow public chain transaction speeds combined with high fees couldn't support micro-frequency transactions. Today, multi-model AI juries can handle contract disputes, insurance claims, and task verification cost-effectively, stablecoins offer USD-denominated settlement, and public chains like Solana enable micropayments.

The author lists 15 directions worthy of re-attempt, including online arbitration, prediction market oracles, automated insurance claims, AI labor markets, data copyright licensing, machine micropayments, agent credit lending, human identity verification, DAO governance, content provenance, RWA, DePIN computing power markets, and intellectual property licensing. Online arbitration, real-world problem oracles, and automated insurance claims are highlighted as the top three priority directions.

The article also emphasizes that AI hasn't solved everything: supply chain tracing still can't guarantee input data authenticity, DePIN still lacks enterprise payment demand, and tokenized assets must gain legal system recognition. The core opportunity lies in making AI the arbiter of on-chain economies, enabling agents to autonomously trade, contract, pay, and pursue liability, rather than simply relaunching old projects with new tokens.