News Forecast:
- Hyperliquid ecosystem L2 network Elysium will launch its mainnet on November 9;
- Mercado Bitcoin plans to gradually restore the platform starting November 9, will compensate using its own funds;
- The United States will announce the October CPI on November 10, 21:30 Beijing time (Tuesday),
- CoreWeave, Nebius, and Cisco will announce quarterly earnings next week;
- Allora (ALLO) is expected to unlock approximately 160 million tokens at 9 PM Beijing time on November 11, with a circulation ratio of about 65.56%, valued around 23.7 million USD;
- NFT market Blur will abandon its front end on November 12;
- Aztec (AZTEC) is expected to unlock approximately 797 million tokens at 8 AM Beijing time on November 13, with a circulation ratio of about 31.81%, valued around 10.3 million USD
November 9
Policy Regulation:
Australia's ASIC plans to implement a leverage cap on derivatives settled in digital assets, with comments due by November 9
According to Cointelegraph report, the Australian Securities and Investments Commission (ASIC) is seeking comments on extending and amending the intervention orders for contracts for difference (CFDs), proposing to extend their validity to 2037 and to include contracts settled in digital assets within the CFD regulation. After inclusion, related products will be subject to leverage limits, forced liquidation when margins are insufficient, and negative balance protection measures for retail investor protection. ASIC stated that certain cryptocurrency futures and options with fixed expiration dates still remain outside the CFD rules. The comment period ends on November 9, and the revised intervention order still requires ministerial approval.
Exchanges:
Huobi HTX will launch US stock token spot trading on November 9
Huobi HTX will launch several US stock tokens and ETF products for spot trading on November 9 and initiate various welfare activities.
Brazilian cryptocurrency exchange Mercado Bitcoin posted on the X platform that it will gradually restore the platform starting November 9 in phases. The first phase will first open website access, allowing users to view balances, bills, assets, and investment positions; functions such as transfers, withdrawals, and trading will be gradually reopened within each module after final security verification. The exchange reiterated that customer assets will not be lost and will compensate for assets involved in this incident using its own funds. In addition, through collaboration with Tether, Circle, Paxos, BRL1, Chainalysis, and experts from the cryptocurrency community, over 15 million USD in related assets have already been frozen, previously claiming to have frozen 12.9 million USD.
Project Updates:
Polymarket Protocol V2 launch date postponed to November 9
Polymarket Developers announced that to avoid the week of the US midterm elections, the launch date of Protocol V2 has been shifted from November 2 to November 9. The final schedule and deployment plans, including specific timelines and migration order for each market, will be announced in the coming days. During this period, users do not need to take any action.
Hyperliquid ecosystem L2 network Elysium to launch mainnet on November 9
Hyperliquid's first L2 network Elysium announced its mainnet launch on November 9. Elysium is a general-purpose high-performance L2 network built specifically for Hyperliquid, utilizing HyperEVM (Hyperliquid's smart contract environment) for its settlement layer, deployed in coordination with HyperCore responsible for transactions, with the native Gas token being HYPE. Currently, the network operates the G2 sorting of Conduit, and its underlying architecture meets SOC II Type 2 security standards. After the mainnet launch, Elysium will transition from the testing phase to a formal network open for applications and trading.
Tencent Yuanqi platform to cease operations on November 9
The Yuanqi team recently announced that due to business adjustments, the Yuanqi platform will cease operations on November 9, 2026. At that time, the Yuanqi platform will shut down all public-facing services such as application access, data read/write, API calls, and console usage, and it will not support user access. The Yuanqi agent page will not display. Agents released via the Yuanqi platform to other channels will not support user dialogue responses.
November 10
Macroeconomics:
The United States will announce the October CPI on November 10 at 21:30 Beijing time, with the Cleveland Fed model predicting a 0.24% month-on-month increase in overall CPI and a 0.21% month-on-month increase in core CPI.
Exchanges:
Bitget's US stock IPO Prime is about to launch the subscription channel for Anthropic's IPO, providing global users with investment opportunities from pre-listing to the initial public offering phase. This subscription opens institutional-level IPO allocation, supporting purchase using USDT or USDGO; the allocated assets will be delivered in rANT, mirroring the economic performance post-listing of ANT, based on Bitget’s RWA infrastructure.
This subscription is divided into VIP rounds and public rounds, with VIP rounds targeting VIP1 - VIP7 users, subscription time from November 5, 16:00 to November 9, 16:00 (UTC+8); the public round is open to all eligible users, subscription time from November 10, 16:00 to 16:00 the day before the IPO (UTC+8).
Coinbase will suspend BAL and TNSR trading on November 10
Coinbase Markets posted on the X platform that based on recent reviews, Coinbase will suspend trading for Balancer (BAL) and Tensor (TNSR) around November 9 at 14:00 EST (around November 10 at 03:00 Beijing time), involving Coinbase.com, Coinbase Exchange, and Coinbase Prime. Currently, BAL and TNSR order books have switched to limit order mode only, and user assets can still be withdrawn normally.
Binance will cease mining pool and related services on November 10
Binance announced that it will suspend the Binance mining pool and related services at 15:00 (UTC+8) on November 10, 2026, including Binance mining pool, mining pool treasures, cloud computing power, trading acceleration, as well as Telegram computing power reminders, email notifications, and mining pool API services. At that time, the Binance mining pool will disconnect mining connections and disable Stratum addresses and mining endpoints, and subsequent submitted computing power and shares will no longer be accepted or recorded. Binance recommends users reconfigure their mining machines to other pools before the deadline and check the treasure positions of the mining pool, cancel subscriptions, or redeem. The Binance mining pool page will remain available until November 24 at 15:00 for users to view historical data, after which it will be permanently closed.
November 11
Policy Regulation:
The South Korean Financial Services Commission disclosed that the deadline for comments on amendments to the Electronic Securities Act and the Capital Markets Act related to securities tokenization is November 11, planning to implement it in line with the law's effective date of February 4, 2027.
It is reported that the amendments aim to expand the scope of tokenization to traditional securities such as stocks, bonds, and funds, and to adopt a phased introduction mechanism. The first phase is expected to cover private monetary market funds (MMFs) for institutional investors, private bonds, trust-based unlisted stocks, and publicly issued fractional investment securities. Public bonds and funds for ordinary investors will gradually open after assessing initial market operating conditions and demand.
South Korean regulatory bodies also plan to establish approval criteria for over-the-counter trading of bonds for ordinary investors and propose limiting the annual net purchases of ordinary investors at a single exchange to 100 million Korean won; additionally, the clearing mechanism will continue to be a focus, initially using the existing cash settlement system of the South Korean securities depository clearing agency, while on-chain delivery of securities based on stablecoins will await related legislative advancements.
Special Attention:
MSCI will adopt a new set of rules, which may result in Strategy and Metaplanet being removed from its index. Earlier, MSCI had consulted on the inclusion eligibility of "non-operating companies." This method will be implemented in the index review in November 2026 and will take effect after the close on November 30. It will screen companies by assessing their operating assets and five financial ratios, replacing previous temporary limitations for companies with "digital asset holdings exceeding 50% of total assets." MSCI will announce the final list of affected companies on November 11.
MSCI noted that for existing index constituent companies, if they fail to pass the eligibility screening in both of the most recent two reporting periods, they will be removed from the index. When data is available, MSCI may also refer to the company’s most recent interim report.
Token Unlocking:
Allora (ALLO) is expected to unlock approximately 160 million tokens at 9 PM Beijing time on November 11, with a circulation ratio of about 65.56%, valued around 23.7 million USD.
Aptos (APT) will unlock approximately 4.54 million tokens at 2 PM Beijing time on November 11, with a circulation ratio of about 0.51%, valued around 2.7 million USD.
US Stock Earnings Reports:
AI cloud computing company CoreWeave will announce its Q3 2026 earnings report on the morning of November 11, Beijing time.
November 12
Policy Regulation:
According to the European Banking Authority (EBA) website, the EBA has classified the USDC issued by Circle Internet Financial Europe SAS as a major electronic money token (EMT) under the Regulation on Markets in Crypto-Assets (MiCA). Currently, a total of 45 EMTs have been declared under MiCA, and USDC is the first token recognized as a major EMT.
Starting from November 12, 2026, USDC's own funds, reserve assets, liquidity requirements, and recovery and redemption plans' prudential regulatory responsibilities will be transferred from the French Prudential Supervision and Resolution Authority (ACPR) to the EBA, while ACPR will continue to be responsible for governance, qualifying holdings, outsourcing, and conflict of interest regulations. Additionally, the EBA has signed a memorandum of understanding with the New York State Department of Financial Services (NYDFS) to strengthen cross-border stablecoin regulatory cooperation.
Special Attention:
OpenAI posted that, due to Cursor's acquisition by SpaceX, it will end its partnership with Cursor. Cursor's rights to use OpenAI's models will terminate on November 12.
Project Updates:
NFT market Blur will abandon its front end on November 12
Blur announced on the X platform that the blur.io front end will be abandoned on November 12, 2026, which only involves the front end; the Blur market protocol will continue to operate on-chain, and BLUR will still control its fee switch. Additionally, the NFT lending protocol Blend will cease to facilitate new loans on the same day, borrowers must repay before then or allow the loans to default; thereafter, Blur will provide front-end tools to help users extract assets from Blend. Blur also reminds users to be wary of impersonating accounts and false announcements.
Soneium will release 50 Moriusa NFTs on November 12, with a unit price of 0.25 ETH
The Sony Ethereum Layer 2 network Soneium announces that the Japanese IP Moriusa will become its first tokenized IP, with 50 Moriusa Soneium Edition NFTs being sold through the Soneium Portal on November 12 at a unit price of 0.25 ETH, with a purchase limit of 1 per wallet. The NFTs will come from an existing series, with no new minting involved, including 2 rare versions, allocated randomly upon purchase. The whitelist purchase period will be from 21:00 to 23:00 Beijing time on November 12, followed by a public sale.
Token Unlocking:
peaq (PEAQ) is expected to unlock approximately 82.21 million tokens at 8 AM Beijing time on November 12, with a circulation ratio of around 3.07%, valued at approximately 2.4 million USD.
US Stock Earnings Reports:
AI cloud computing company Nebius will announce its Q3 2026 earnings report on the evening of November 12, Beijing time.
November 13
Macroeconomics:
The October PPI will be announced on November 13 (Friday) at 21:30
Project Updates:
Federal Judge Jacqueline Scott Corley of Northern California approved the preliminary injunction request from California tribes on November 4, prohibiting Kalshi Inc. and KalshiEX from offering sports event contracts on the plaintiff tribe's Indian land. The injunction covers sports contracts for baseball, tennis, soccer, basketball, golf, e-sports, racing, boxing, and UFC, but is limited to the plaintiff tribe's land and does not apply statewide. Previously, Kalshi claimed to have proactively blocked trading in the relevant area, but the tribe questioned its effectiveness. According to the injunction, the tribe must provide a boundary map by November 13, and Kalshi must report compliance steps within 21 days.
Reddit will cease RSS support on November 13, public API planned to close in March 2027
Reddit announced it will gradually shut down RSS feed support, citing that RSS has become a common entry point for large-scale scraping and automated abuse. RSS support will cease on November 13. Additionally, Reddit plans to close the public API in March 2027 and encourage developers and third-party applications to migrate to its Developer Platform. Earlier, Reddit stated it would gradually restrict new public API requests to strengthen controls against data scraping and abuse behavior.
Kaia public delegated staking users need to manually migrate to new contract; detailed usage guide will be released on November 13
According to the Kaia blog, as Kaia transitions to a permissionless network, existing KAIA in public delegation needs to be migrated to a new staking contract. Currently staked KAIA will not be automatically migrated; users must extract from the current contract and deposit into the new contract. The migration process includes submitting an extraction request, waiting 7 days, extraction, and depositing into the new staking contract; merely submitting an extraction request does not signify completion of migration.
Kaia will release a detailed usage guide on November 13, and the Kaia Portal will open the migration menu on November 17 to accept extraction requests, with extraction and re-deposits opening from November 26. The migration menu will guide users to the new staking contract corresponding to the GC they are currently delegated to. This transition also includes deploying a new staking contract and executing a network hard fork. Participants in CR Mission 1 who complete the migration according to the timeline will have their KAIA staking contributions recognized.
Token Unlocking:
Aztec (AZTEC) is expected to unlock approximately 797 million tokens at 8 AM Beijing time on November 13, with a circulation ratio of around 31.81%, valued at about 10.3 million USD.
US Stock Earnings Reports:
Network equipment giant Cisco will announce its Q1 FY2027 earnings report in the early morning of November 13, Beijing time.
November 14
Project Updates:
According to Neutrl's announcement, holders of NUSD and sNUSD can now submit redemption requests through the Neutrl Redemption Portal. The redemption plan provides a fixed redemption exchange rate based on previously disclosed liquidity reserves; completed redemptions will grant users USDC, corresponding NUSD or sNUSD will be burned. Users must connect their wallet and sign an on-chain message to verify ownership, and the portal will display specific redemption details before submission. The redemption plan is expected to remain open until November 14, 2026, and the relevant contracts have undergone third-party security audits. The official reminds users to operate only through Neutrl's official redemption website and to carefully read the terms and conditions before submitting.
Bitcoin infrastructure protocol Echo Protocol will officially cease operations on November 14
The Bitcoin infrastructure protocol Echo Protocol announced that after nearly two years of operation, the team has decided to gradually shut down the protocol and end related business. Currently, lending services have stopped accepting new deposits and loans, and interest has ceased to accrue; Strategy has stopped accepting new deposits; LSD has stopped accepting new staking. Repayments, withdrawals, and necessary asset liquidations can continue normally. After November 14, Echo will officially cease operations.
Users can withdraw, repay, and unstake from October 19 at 08:00, with the cutoff time being November 20 at 07:59. Loans that remain unpaid past the cutoff will be liquidated against collateral, with proceeds used to repay lenders. After the cutoff, remaining positions will enter liquidation or settlement procedures, with specific timing to be determined. After the protocol shuts down, the cross-chain bridge redemption service from Aptos to B² Network will still be available. The team reminds users to ignore any requests asking you to transfer or privately sign to a specific wallet address.
Suiet wallet will cease development and maintenance after November 14
The Sui ecosystem wallet Suiet announced that it will cease development and maintenance after November 14, 2026. API services will be suspended after this date, and the Chrome extension will also be taken down. Users need to back up their mnemonic phrases or private keys in time and migrate to other wallets compatible with Sui.
Token Unlocking:
YZY (YZY) is expected to unlock approximately 29.17 million tokens at 11 AM Beijing time on November 14, with a circulation ratio of about 4.12%, valued around 8.4 million USD.
November 15
Token Unlocking:
Starknet (STRK) will unlock approximately 127 million tokens at 8 AM Beijing time on November 15, with a circulation ratio of about 3.26%, valued around 5 million USD.
Sei (SEI) will unlock approximately 55.56 million tokens at 8 PM Beijing time on November 15, with a circulation ratio of about 0.83%, valued around 2.5 million USD.
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