Next week's must-watch | Anthropic's trillion-level IPO landing; Nvidia announces its first financial report after Jensen Huang's departure (11.16-11.22)

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Key Forecast for Next Week

November 16

November 17

November 18

November 19

From November 16 to November 22, more industry events worthy of attention are outlined below.

November 16

"AI Stock Guru" Leopold's fund plans to disclose Q3 holdings on November 16; it had previously bet on SanDisk and Micron in the first half of the year

Odaily Planet Daily reports that "AI Stock Guru" Leopold Aschenbrenner's fund Situational Awareness will disclose its stock holdings as of the end of Q3 on November 16, covering the period from July 1 to September 30. This fund reportedly achieved a 439% return in the first half of this year, primarily betting on SanDisk (SNDK) and Micron (MU), using approximately 4x leverage; however, during the decline of AI concept stocks in July, its portfolio reportedly fell by about 67% at one point, after which it sold the relevant stocks, with Citadel reportedly buying a significant portion of them. Additionally, Situational Awareness also bought stocks like AMD, Bloom Energy (BE), CoreWeave (CRWV), and SanDisk, involving approximately $315 million.

Ethlabs recommends delaying the decision on the Glamsterdam upgrade; external audit results expected on November 16

Odaily Planet Daily reports that Ethlabs has stated that the team recommends not making a decision on the Ethereum Glamsterdam upgrade until the situation is clarified. Ethlabs claims to have monitored and analyzed reports regarding the possible impacts of EIP-8037 and EIP-8038 on already deployed smart contracts for more than two weeks. The article mentions that the Ethereum Foundation has commissioned Chain Security and Dedaub for an external audit, with results expected to be announced on November 16, and encourages application developers to run the self-examination tools provided by the foundation, report potential issues to [email protected], and participate in the question-and-answer session at the ACD Testing meeting on that day.

50,000 ZEC may be moved out of the community grant treasury; Zcash holders will vote from November 16 to 30

Odaily Planet Daily reports that the Zcash community will vote on a proposal from November 16 to 30 to remove 50,000 ZEC from the community grant treasury, accounting for about 55% of the total 91,453 ZEC in that treasury. If the proposal is approved and activated during the network upgrade, ZCG would need to move these tokens out of circulation within 30 days, with their value counting towards the network's sustainability mechanism reserve. The proposal also aims to stop the 8% share of new ZEC issuance currently obtained by ZCG, which will be accumulated into a new future development and legal defense fund until the next halving; the new fund cannot be spent initially and requires a separate proposal to establish a withdrawal mechanism. ZCG will retain the remaining treasury and continue to grant, while the 12% fund controlled by token holders remains unchanged.

Upbit will delist ZIL and SOPH on November 16 at 14:00

Odaily Planet Daily reports that Upbit will delist Zilliqa (ZIL) and Sophon (SOPH) on November 16 at 14:00.

November 17

The Central Bank of Russia finalizes cryptocurrency trading rules; retail trading opens on November 17

Odaily Planet Daily reports that the Central Bank of Russia has finalized the cryptocurrency trading rules, allowing retail investors to trade BTC, ETH, and USDT through regulated intermediaries starting November 17. Non-qualified investors can purchase up to 300,000 rubles of cryptocurrency per year through each intermediary, while qualified investors have no purchase limits; all investors must undergo mandatory testing before trading.

Russia's Savings Bank was authorized in October to provide cryptocurrency trading services. The Moscow Exchange plans to start cryptocurrency trading on December 1, initially offering the three aforementioned cryptocurrencies through pilot trading.

The Central Bank of Russia stated that direct peer-to-peer cryptocurrency trading will be prohibited starting July 1, 2027. Transfers from regulated digital accounts to self-custodied wallets have been banned, and the use of cryptocurrency to purchase goods and services remains prohibited in Russia. (Cointelegraph)

Coinbase will suspend NEON and SYND trading around 3 AM Beijing time on November 17, 2026

Odaily Planet Daily reports that Coinbase Assets stated that based on recent asset reviews, Coinbase will suspend trading of Neon EVM (NEON) and Syndicate (SYND) around 3 AM Beijing time on November 17, 2026.

Kaia Portal will open migration menu and accept withdrawal applications on November 17

Odaily Planet Daily reports that Kaia Portal will open migration menu and accept withdrawal applications on November 17, with withdrawals and re-deposits opening from November 26.

GGV treasury operations will cease; Lido holders can redeem wstETH before November 17

Odaily Planet Daily reports that Lido has announced that the Lido GGV treasury will cease operations, and current holders can migrate to the EarnETH treasury or withdraw funds, with current EarnETH holders unaffected. Before November 17, GGV tokens can be redeemed for wstETH; afterward, GGV positions will convert to WETH, and only WETH withdrawals will be supported. GGV was launched along with Lido Earn in September 2025, and merged with stRATEGY to form EarnETH in March 2026.

Universal will gradually shut down the protocol, stopping operations on November 17, 2026

Odaily Planet Daily reports that Universal has officially announced the decision to gradually shut down the Universal protocol due to user adoption levels not achieving the required scale for long-term maintenance in the past two years. The protocol will maintain normal operations for the next 60 days, and the existing infrastructure and underlying asset support for uAssets will not be affected; during the shutdown period, users can sell uAssets through the Universal app or directly exchange underlying assets through the minting and redemption interface, and large redemptions can be handled by contacting the team. After November 17, 2026, the protocol will officially close, and remaining uAssets will be redeemed through smart contracts; uSOL, uXRP, uDOGE, uADA, uBTC, and uLTC on Base will be exchanged into the corresponding bridge assets, while other uAssets will be exchanged for USDC. Final redemption assets and smart contract information will be announced before the shutdown.

November 18

Anthropic's IPO is expected to be priced on November 18 and to be listed on November 19

Odaily Planet Daily reports that the timeline for Anthropic's IPO has been basically confirmed, with pricing expected on November 18 and an official listing on Nasdaq on November 19.

NVIDIA will release Huang Jenxun's first post-resignation financial report

Odaily Planet Daily reports that NVIDIA will publish its financial report after the U.S stock market closes next Tuesday local time (Wednesday morning Beijing time); market estimates expect NVIDIA's revenue for the October quarter to grow by 92% year-over-year, with net profit exceeding $60 billion, an 89% increase year-over-year. Investors will focus on Kress's statements regarding the company's future performance prospects, which may receive more attention than the financial report itself.

Binance Wallet: PREDICT token TGE event will resume on November 18; Prime Sale Key holders can trade

Odaily Planet Daily reports that Binance Wallet has announced that the PREDICT token TGE event will resume at 9:00 AM UTC on November 18, 2026. At that time, users who have received the Prime Sale Key can check their corresponding balances via Binance Alpha after the token goes live and begin trading PREDICT tokens.

Additionally, Predict.fun has also announced that the qualifications for PREDICT's first season airdrop have been published; users can check their personal airdrop quotas through the official page, with collection opening at 9:00 AM UTC on November 18.

Harmony will shut down its block explorer on November 18, 2026

Odaily Planet Daily reports that according to monitoring from Harmony, Harmony will shut down its block explorer on November 18, 2026. The team will provide query tools to support inquiry of address activities and transaction records since January 1, 2025.

November 19

The Federal Reserve will release the monetary policy meeting minutes

Odaily Planet Daily reports that the Federal Reserve will release the monetary policy meeting minutes at 3:00 AM Beijing time on November 19.

NVIDIA's interim CEO: A meeting for all employees will be held on November 19

Odaily Planet Daily reports that according to Reuters, an internal memo shows that NVIDIA's (NVDA.O) interim CEO Kress said the company would hold a meeting for all employees at 9 AM Pacific Time on November 18 (1 AM Beijing time the next day).

The Senate Banking Committee has arranged a hearing for next Thursday to review the nominations of Kristin Johnson, Steve Levine, and others

Odaily Planet Daily reports that Fox Business' crypto reporter has written on X that the Senate Banking Committee has scheduled a hearing for next Thursday to review the SEC nominees Kristin Johnson, Steve Levine, and others.

The SEC will host a special session on cryptocurrency assets at the November compliance seminar for investment advisors

Odaily Planet Daily reports that according to the agenda released by the U.S. SEC, the SEC will host a national compliance outreach seminar for investment companies and advisors on November 19, which will include a new brief on cryptocurrency assets; SEC cryptocurrency working group chief legal advisor Taylor Lindman will participate as a speaker, and staff from the examination and investment management divisions will also attend. The seminar will be held online and does not require prior registration.

The FTX-related Netflix series "The Altruists" will be launched on November 19

Odaily Planet Daily reports that Netflix has announced that the series "The Altruists," inspired by the rise and fall of FTX founder SBF and former Alameda Research CEO Caroline Ellison, will be launched on November 19, with the first stills released.

The series consists of 8 episodes, featuring Anthony Boyle as SBF and Julia Garner as Caroline Ellison. The plot tells the story of two young idealists trying to rapidly reshape the global financial system, who are later accused of stealing $8 billion and ultimately falling from the pinnacle of financial power. The series was created by Graham Moore, inspired by articles by New York Magazine reporters Kevin T. Dugan and Jen Wieczner. Barack Obama and Michelle Obama serve as executive producers for the series. (Variety.com)

November 20

Bitget SanDisk (SNDK) contracts will undergo automated stock split adjustment on November 20

Odaily Planet Daily reports that according to an official announcement from Bitget, due to the recent stock split of the underlying asset SanDisk (SNDK), the platform will perform automated processing on the SNDKUSDT contract on November 20, with a split ratio of 1 share into 8 shares. Users will not need to take any action; profit and loss, position value, margin, and conditions will remain consistent with before the stock split.

November 21

None

November 22

As early as November 22, 2026, Russian exchanges may start cryptocurrency trading

Odaily Planet Daily reports that the Central Bank of Russia has stated that Russian exchanges may start cryptocurrency trading on November 22, 2026, but must first reach an agreement on trading rules with regulatory agencies. The Russian Ministry of Justice has registered the Central Bank of Russia's directive on organized trading requirements for digital currencies and digital rights. According to the regulations, exchanges must register participants in cryptocurrency trading such as brokers, trust managers, and central counterparties, maintain records of orders and transactions, and monitor trading while calculating current prices, weighted average prices, market prices, and closing prices, and submit trading information to the Central Bank of Russia as per existing assets.

Previously, the Central Bank of Russia has finalized the rules for retail cryptocurrency trading, which will take effect starting November 17.

Meme coin TRUMP will hold its third dinner on November 22; the first 185 holders will qualify to participate

Odaily Planet Daily reports that according to Trump Meme monitoring, the Meme coin TRUMP will hold its third dinner at Trump National in Washington, D.C. on November 22, when U.S. President Trump and three other guests will attend.

According to the event arrangement, TRUMP holders will qualify based on a time-weighted leaderboard calculated since September 30; the top 185 holders will be eligible to attend this dinner, with the top 29 also receiving VIP reception qualifications.

Others (specific time not yet determined)

Binance plans to resume all remaining network and asset withdrawals before next weekend

Odaily Planet Daily reports that cryptocurrency exchange Binance has stated it plans to resume all remaining network and asset withdrawal services before next weekend. Binance claims that this timeline is a target and not a guarantee. (Bitcoin.com News)

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