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The sudden resignation of NVIDIA CEO Jensen Huang has raised concerns in the South Korean AI industry regarding GPU supply and collaboration on AI infrastructure. In response to market worries about changes in the supply of the next generation of GPUs and AI collaboration, the South Korean government assessed and stated that the GPU supply stipulated in existing contracts is expected to remain unaffected by this management change. Currently, approximately 13,100 NVIDIA B200 GPUs have been deployed, and plans to introduce new generation GPUs such as Vera Rubin are also expected to proceed as originally planned.It is reported that NVIDIA has collaborations with South Korean companies such as NAVER, Hyundai Motor Group, SK Telecom, and Kakao Mobility in the fields of AI data centers, autonomous driving, and robotics. The market believes that the impact on existing contracts in the short term is limited, but the speed and priority of future new investments, technical support, and strategic collaborations will still depend on the decisions of the new management.

Maple, the on-chain asset management platform, CEO and co-founder Sidney Powell stated that co-founder Joe Flanagan and COO Ryan have decided to leave. Powell co-founded Maple with Joe Flanagan in 2019. Powell mentioned that the two parties have gradually differing views on the future path of Maple, leading Joe Flanagan to choose to leave, and Ryan also deciding to resign. Powell stated that the departures are unrelated to the loan book and business health, and Joe Flanagan will support the transition until the end of 2026, while he will continue to lead the team.Powell stated that DeFi remains at the core of Maple, and existing DeFi partnerships are among the largest channels, with the company continuing to build in this area. He believes that the next step for on-chain finance is the convergence of DeFi with traditional finance, as well as fintech companies and new banks serving a large number of users. Maple plans to open underwriting strategies through Maple Earn to more allocators who wish to understand the sources of returns, and expand to more fintech companies, exchanges, and platforms through Maple Embed, allowing users to earn from real credit.Powell noted that despite the challenges faced by DeFi this year, as of the end of the third quarter, Maple's revenue for the year has increased by 82% compared to 2025. Since 2019, Maple has issued over $20 billion in loans through more than 400 loan arrangements, with assets under management growing 50 times over three years, peaking at $4.9 billion, and distributing over $150 million in returns to lenders, primarily from interest repaid by borrowers. Currently, over 150 institutional lenders are collaborating with Maple, with more than 50 partners building based on Maple Embed. Powell stated that the credit team continues to underwrite and monitor loan arrangements in the usual manner, daily operations are normal, and withdrawal requests are processed according to the standard procedures of each fund pool.

Cardano founder Charles Hoskinson stated during a YouTube live Q&A that the roadmap for Cardano has been completed, and all the features he previously promised to build have been realized. This statement came in response to a confrontation with a dissatisfied investor, shevilkid1738, who claimed that he had promised Cardano would surpass Bitcoin. Hoskinson responded that he never made such a promise, only expressing a hope to see that outcome, and believes Cardano is a better store of value than Bitcoin for multiple reasons, but he does not guarantee a price increase.Hoskinson introduced that the roadmap is divided into five phases: Byron, Shelley, Goguen, Basho, and Voltaire. The mainnet launched in September 2017 with Byron, Shelley introduced staking in July 2020, the Alonzo hard fork brought smart contracts in September 2021, the Vasil upgrade entered the scaling phase Basho in September 2022, and the Chang hard fork will open the governance phase Voltaire in September 2024; the Plomin hard fork in January 2025 will grant ADA holders actual voting rights, completing fully decentralized governance.He stated that the network is now self-governing, and he no longer has power over it, believing that the core demand of investors is actually the price, bluntly saying, "You want me to pump the price." Market data shows that ADA reached an all-time high of $3.09 in 2021, currently around $0.17, down approximately 94% from its all-time high and down 86% from the January 2024 high of $1.21.

Binance co-founder He Yi responded on Twitter to rumors about "Binance prolonging its life by freezing user assets," stating that judicial freezes are cooperated with by financial institutions, and the related cases are in the litigation process, indicating that the evidence collection is clear. He Yi also pointed out that the Southeast Asian region has a strong influence on social media.

In the Huang Renxun incident, the involved company Megaspeed International officially announced that it attaches great importance to complying with U.S. export control laws, stating that compliance is the company's top priority, and it is committed to constructive and transparent cooperation with the U.S. government.Megaspeed has cooperated with the U.S. Department of Commerce's Bureau of Industry and Security (BIS) inspections and is ready to fully cooperate with other relevant U.S. government agencies at any time. To further strengthen its compliance commitment, Megaspeed has hired a well-known U.S. law firm to lead a comprehensive inventory of the company's graphics processing units (GPUs) and independently verify the company's export control compliance practices. Megaspeed stated that it welcomes appropriate government oversight and will demonstrate through concrete actions that the company operates in a responsible and transparent manner while complying with applicable U.S. laws.Megaspeed is a cloud computing and data center company registered in Singapore and is an important customer of NVIDIA. The New York Times previously cited trade data reporting that from June 2024 to February 2026, Megaspeed's affiliated company in Malaysia procured advanced AI servers and other equipment, including NVIDIA chips and related products. Huang Le previously served as the CEO and chairman of the board of Megaspeed and is one of the main controllers; she has appeared alongside Huang Renxun multiple times at public business events.

According to a report by the Financial Associated Press, the computing power lease contract between Anthropic and SpaceX will not be extended beyond the second quarter of 2027. Under the contract, Anthropic has been paying SpaceX $1.25 billion per month for computing power since May of this year, and after the expansion of cooperation in December, the monthly rent will increase to $3.1 billion.SpaceX's third-quarter financial report shows that nearly one-third of the company's revenue for the quarter came from Anthropic, and it is expected that the cumulative related revenue will reach $120.5 billion by fiscal year 2029. In response to the news of Anthropic not renewing the contract, Musk stated on X that SpaceX would be happy to reclaim all computing power, but believes the reality may be quite the opposite. Currently, the market has mixed interpretations of this, with some opinions suggesting that Anthropic may have found alternative suppliers, while others view it as a signal of a slowdown in computing power expansion.

The well-known financial account Zero Hedge suggested to Tesla CEO Elon Musk to hire Nvidia CEO Jensen Huang. Musk later replied, "That would be an honor."Previously, The Wall Street Journal reported that Nvidia's board is considering dismissing Jensen Huang, raising market concerns about his future direction.

NVIDIA shareholders are filing a securities class action lawsuit against NVIDIA and its founder Jensen Huang, accusing them of misconduct that misled a large number of investors. This case stems from Jensen Huang's recent admission of an extramarital affair on the company's website. U.S. President Donald Trump continues to support Jensen Huang. On November 9, local time, Trump publicly backed Huang at a White House press conference, stating, "I believe him (Jensen Huang)."In response, the attorney for the securities class action lawsuit, Laurence Rosen, stated that Trump's claim that Huang was unaware and NVIDIA's board's assertion that national security was not compromised, even if true, cannot determine the outcome of the case.The issue in this lawsuit is whether the statements made on October 9, 2025, were misleading, and existing facts support this conclusion. Currently, the lawsuit is only against NVIDIA and Jensen Huang. Rosen indicated that it has not yet been determined whether other defendants, including members of the NVIDIA board, will be added.

According to the Beijing Daily, on November 11, Foreign Ministry spokesperson Guo Jia Kun hosted a regular press conference. A Reuters reporter asked about the recent allegations involving Nvidia CEO Jensen Huang, noting that U.S. lawmakers on Tuesday again called for tightening restrictions on China's access to advanced artificial intelligence chips. Guo Jia Kun responded, "China's position on the issue of U.S. chip exports to China has been consistent."Previously, on November 8, Jensen Huang sent a letter to employees acknowledging personal matters, which were later implicated in a spy scandal. Both parties in the U.S. Congress used this opportunity to push for export restrictions on AI chips to China, with reports indicating that Republicans and Democrats are urgently promoting three related bills.

A few days ago, Jensen Huang, the founder of NVIDIA, publicly admitted to being unfaithful to his wife Lori Huang, with whom he has been married for over 40 years, in an internal letter to all employees. He apologized to his family, employees, and shareholders regarding this matter. The incident sparked discussions, and within two days, NVIDIA's market value evaporated by approximately $400 billion to $470 billion, with the stock price dropping by about 11%.After the incident gained traction, a public response allegedly from Lori Huang circulated on X. The main points included that her husband had informed her before the public disclosure, that a public apology could not restore trust overnight; she did not understand the truth behind the accusations against the related women and believed that national security issues should be handled by investigators rather than the media; she would not join in the attack on the related women, that decisions regarding the marriage should be made by the family, and she requested time and privacy from the outside world. Some related tweets garnered over a million views.This statement was not released by Lori Huang herself. Some media reports indicate that as of now, she has not publicly made any statements regarding her husband's infidelity. The statement claims that for 28 years, they have kept their private life out of the public eye, but the couple has actually been married for about 41 years, which does not match the timeline, and there is a lack of official channels, verified accounts, or lawyers, spokespersons, and other verifiable primary sources.

According to the Beijing Daily, on November 10, the spokesperson for the Ministry of Foreign Affairs, Guo Jiakun, hosted a regular press conference. A Bloomberg reporter asked whether the Ministry of Foreign Affairs could confirm if Alice Huang is a Chinese citizen and where she is currently located.Guo Jiakun responded, "We have previously addressed this matter. The so-called 'Chinese spy' narrative is purely a baseless accusation and smear."

Chinese Foreign Ministry spokesperson Guo Jiakun responded to related questions at a regular press conference. A reporter from Agence France-Presse asked about NVIDIA CEO Jensen Huang admitting to an extramarital affair with a woman on Sunday, and that NVIDIA has launched an investigation; previously, U.S. officials referred to the woman as working for a Chinese intelligence agency and inquired whether the Foreign Ministry could respond, and whether this matter would affect the upcoming meeting between the Chinese and U.S. heads of state in Shenzhen next week.Guo Jiakun stated that the Chinese side had previously responded to this, and the so-called claims of Chinese spies are purely baseless and defamatory. A foreign media reporter followed up, asking if this meant the Chinese Foreign Ministry denied reports of the woman working for a Chinese intelligence agency. Guo Jiakun reiterated that the so-called claims of Chinese spies are purely baseless and defamatory.

DeFi liquidity management layer Delta issued a statement clarifying recent community concerns regarding token sales. The team stated that an OTC transaction was conducted in the early stages of the project, allocating 2.6% of the supply, or 26 million DELTA tokens, to partners in exchange for operational funds and marketing support.Of these, 16.5 million tokens (1.65%) have been sold, while another 9.5 million tokens (0.95%) remain in two receiving wallets. The team acknowledged that no vesting period, lock-up period, or other restrictions were set for the tokens allocated to partners, nor could they control subsequent selling actions.The team stated that after communicating with partners and seeking solutions, both parties failed to reach a consensus. The team also provided detailed on-chain transaction records to demonstrate that the team itself did not directly sell the tokens.

In response to Vitalik's suggestion that Ethereum should prioritize strengthening its positioning as a value storage, DeFi researcher Ignas published a statement claiming that ETH may be more suitable as a value storage asset than BTC and ZEC. The advantages he mentioned include native staking rewards, privacy features in the roadmap, and potential deflation achieved through transaction fee burning.Ignas also stated that using BTC or ZEC as collateral to obtain loans typically requires reliance on wrapped assets or trust in banks and centralized exchanges, while ETH can achieve native collateralization and asset exchange on the same chain. He also expressed hope that Vitalik would shift towards the value storage positioning, not because he believes that Ethereum L1 will never generate enough transaction fee revenue to drive ETH deflation; scaling will reduce transaction costs, but the key still lies in whether market demand can grow in sync and whether the Ethereum community can drive demand enhancement.

Zhao Changpeng responded to the Genius App community invitation on platform X, stating that the team had invited him to create a public account, but he declined the proposal due to concerns about receiving a large number of meaningless token donations again.Zhao Changpeng mentioned that he has downloaded the Genius App for understanding but has not yet used the app for trading. He emphasized, "I am not a trader; I just accumulate and hold, and I only hold mainstream coins."Previously, members of the Genius App community extended a public invitation to Zhao Changpeng, stating that over 10,000 BNB community users have joined the app and hope that Zhao Changpeng can also register an account and participate in community interactions.

Community users have posted that Musk once criticized Binance for holding about 80% of the cryptocurrency market share, believing that its dominance hinders industry development.Binance co-founder Changpeng Zhao responded that this statement is false information and called on the poster to stop spreading untrue content. Musk then replied to Zhao, stating that he has never published related content and that the information is fabricated.

According to an official statement from MEXC, the platform has acknowledged the order issued by the Financial Crimes Enforcement Network (FinCEN) on November 6 and is currently assessing it with its legal and compliance team. MEXC stated that the platform is operating normally and user assets are secure.MEXC emphasized that it will take the relevant concerns seriously and plans to engage in constructive communication with FinCEN and other relevant regulatory authorities globally. An independent review of its anti-money laundering and sanctions control measures has also been initiated.Previous news reported that the U.S. Department of the Treasury has ordered U.S. financial institutions to prohibit the transfer of funds to and from MEXC Global, and this order will take effect 30 days after publication in the Federal Register.

According to the Financial Times, a responsible official from the People's Bank of China responded to the suspension of Solana's advertising and offline communication activities in Shanghai, stating that the People's Bank has collaborated with relevant local financial management, public security, market supervision, and other departments to halt the activities, and will work with relevant departments to investigate the involved entities and individuals.The official stated that Solana has been advertising and promoting its brand through relevant domestic entities, engaging in virtual currency marketing. Its issuance of Solana coins and the provision of technical services for the issuance and trading of major virtual currencies such as USDT are considered illegal financial activities, and the promotion of Solana has violated relevant regulations.Moving forward, the People's Bank will focus on domestic virtual currency traders and domestic affiliates of overseas virtual currency issuance and trading platforms, continuing to crack down on domestic virtual currency-related business activities.