Odaily: Eligible institutions can now supply mWIN on Aave Horizon to borrow stablecoins.

Odaily reports, according to market sources, AI company Anthropic's planned mega IPO has been multiple times oversubscribed.

Odaily report: Aave posted on X that mWIN, launched by MidasRWA, is now available as collateral on Aave Horizon. mWIN is a tokenized on-chain investment product whose performance is linked to an actively managed multi-sector investment-grade fixed-income portfolio.

Odaily reports that QCP Capital has released a macro market analysis report, noting that Trump has temporarily suspended a new round of military strikes against Iran but will continue to maintain the blockade. After meeting with Qatar's Prime Minister on November 9, Trump stated that military action was temporarily paused, but significant differences remain between the two sides and no agreement has yet been reached. Brent crude settled at $92.57 per barrel, down 5.85% in a single day, and has since fallen further, now approximately 18% below its October 30 level.

On global monetary policy, the Reserve Bank of Australia raised rates to 4.85% by a 6-3 vote but removed its policy bias regarding further rate hikes if necessary; the Bank of England raised rates to 4% by an 8-1 vote. The Bank of Canada and the Bank of Japan both held rates steady, but market pricing for rates in both countries was still marked lower. Canada's employment fell by 4,700, below market expectations of a 14,000 increase; Japan's Nikkei 225 index fell 6%, and the yield on Japan's 2-year government bonds dropped 12.8 basis points.

In the AI industry, the U.S. Democratic Party won both chambers of Congress and 5 governor seats. It is estimated that 59% of the data center capacity currently planned for construction in the United States will face new restrictions or higher approval thresholds.

In the crypto market, Strategy purchased 1,036 BTC for $81.9 million while repurchasing $188.3 million worth of STRC preferred stock, a repurchase size about 2.3 times its Bitcoin purchase expenditure, funded in part by the sale of $283.8 million worth of MSTR shares. In addition, between November 2 and 6, spot Bitcoin ETFs recorded cumulative net outflows of $1.2324 billion.

QCP Capital concluded by raising the key questions the market needs to watch going forward: whether falling oil prices can continue to ease rate hike pressure, or whether a stalemate in Iran negotiations will reignite inflation risks and prompt the Bank of Canada and the Bank of England to be the first to resume rate hikes.

Odaily: A critical vulnerability could prevent miners from generating block templates. Bitcoin Core has disclosed three patched vulnerabilities.

Odaily reports that according to Lookonchain monitoring, trader (0xDa4...8f00) deposited $380,000 into Aster DEX yesterday and opened a 9x GRAM long position with a position value of $3.86 million. Currently, the long position has an unrealized profit of $404,800, representing a return rate of 94.34%.

Odaily: xStocks tokens are now available for trading in over 110 markets. (Decrypt)

Odaily: AI company Anthropic has set its IPO price range at $70 to $78 per share, planning to issue 825 million shares, with approximately 20% of the offering reserved for retail investors. The order book is reportedly only fully subscribed, not oversubscribed.

Anthropic will also privately place $26 billion of non-voting Class N shares to seven compute suppliers at the IPO price, with Google and Nvidia each subscribing approximately $10 billion, AMD subscribing $2.5 billion, Broadcom, Micron, and Microsoft each subscribing approximately $1 billion, and TSMC subscribing $500 million; these shares have no lock-up period.

The IPO and private placement are expected to raise a combined total of approximately $84.6 billion for Anthropic, with the proceeds primarily intended for compute. Anthropic disclosed that over the past nine months it generated $33.2 billion in revenue, a $1.26 billion operating loss, and a $104 billion net loss, the latter almost entirely from non-cash charges related to convertible notes.

Anthropic's committed expenditures stand at $900.9 billion, of which $70.7 billion will come due within the next 12 months. ANT trading on Hyperliquid corresponds to a valuation of approximately $1.8 trillion, with daily trading volume of about $100 million and open interest of about $200 million. (Decrypt)

Odaily reports: 1confirmation partner Nick Tomaino posted on X that 1confirmation has participated in every funding round Polymarket has raised to date and has decided to increase its investment once again. Although the fund focuses on seed-stage investments and typically does not participate in later rounds, it believes Polymarket is worth breaking this investment convention.

Nick Tomaino stated that prediction markets have a demand base spanning over a century, with users wanting to place stakes on outcomes in politics, culture, and other events. In the AI era, one of the biggest challenges young people face is distinguishing true information from false, and prediction markets can channel users' trading and investment enthusiasm into more accurate information.

He emphasized that Polymarket's long-term value lies not just in sports betting, but in providing a more effective information discovery mechanism for political, geopolitical, and cultural events. Although the U.S. market is currently dominated by sports trading, information accuracy is where the more enduring value of prediction markets lies.

Additionally, he believes Polymarket's business is continuously upgrading, the current management team is performing excellently, its U.S. market product is at the industry's leading level, and revenue continues to hit new highs. Regarding token plans, he stated that while he did not fully agree with some of the related promotional approaches previously, it would be unreasonable to assert that the token plan has lost its possibility.

Finally, Nick Tomaino said that Polymarket founder Shayne possesses a strong desire to succeed and is one of the most direct and transparent people he has ever known.

Odaily: Nick Timiraos writes that after a third consecutive stronger-than-expected inflation report, a December rate hike by the Federal Reserve is all but certain, with market focus shifting to the size of the move and the subsequent pace—whether it will be a 25 basis point increase per meeting, a one-time 50 basis point hike, or a signal of multiple consecutive 25 basis point increases.

Nick Timiraos notes that the Fed will hold its policy meeting on December 8-9, and the bigger question is whether this hike is the moderate adjustment of two to three more increases envisioned by several officials, or the beginning of a sustained campaign to restrain the economy and bring down inflation.

Previously, Fed Governor Waller, who supported keeping rates unchanged last week, said that if the October core price increase on a month-over-month basis reached about 0.3%, the Fed should consider a 50 basis point hike in December—and the latest data released happened to match that scenario. Dallas Fed President Logan also hinted after the data release that given current inflationary pressures, it may be necessary to accelerate the pace of rate hikes. Such tactical choices are typically decided by the Fed Chair. (Wall Street Journal)

Odaily reports: OKXICE, the tokenized stock platform jointly established by OKX and Intercontinental Exchange (ICE), is scheduled to launch on November 23, planning to offer over 70 digital assets linked to stocks and ETFs. However, some assets will not be available for trading on the first day, including 59 ETFs under Direxion, the leveraged and inverse ETF issuer.

Previously, companies such as McDonald's, Coca-Cola, and JPMorgan have opposed the tokenized trading of their shares on the platform. Of the 62 companies initially selected by OKXICE, 56 raised objections, with only 6—including Coinbase, Strategy, and Robinhood—not publicly expressing opposition, all of which are connected to the crypto industry. The total number of companies publicly opposing the platform has now risen to 67. (Bloomberg)

Odaily: DeFi researcher Ignas posted on X that the crypto market currently appears to lack new narratives capable of driving short-term rallies. Although institutional adoption of crypto technology continues to advance, traditional financial institutions often do not need to directly purchase crypto tokens to capture most of the benefits, so the investment logic of betting on institutional adoption through tokens is limited in appeal, and the real upside may be more concentrated in equities and private markets.

More concerning is that many crypto tokens appear to be reduced to "payment tools" for institutional partnerships rather than genuinely accumulating value from those partnerships, and ordinary token holders may instead become the exit liquidity. Citing HYPE and AVAX as examples, he said the trading logic for HYPE driven by NYSE-related news may already be priced in, and it remains to be seen how licenses are implemented and their actual impact on buybacks; while AVAX has a partnership with the NYSE, how much value its provision of core ledger technology to the NYSE can actually bring to the AVAX token still needs to be verified.

If the market sees expectations of monetary easing, Bitcoin may rise, but this may be difficult to occur before the AI bubble bursts, and an AI market crash could also hit crypto assets first. In addition, the altcoin speculative market continues to shrink, and market hype, FOMO sentiment, and project team harvesting narratives are gradually losing funding support.

Looking to the medium and long term, Ignas still believes the crypto industry will continue to exist, but it may face challenges in the future such as the U.S. Democratic Party taking a tougher stance on the crypto industry and rising interest rates putting pressure on risk assets. He concluded by saying that this bearish comment itself may instead constitute a bullish signal worth noting, because when the market broadly wants to sell, it may be exactly the time worth considering buying.

Odaily reported: According to GMGN data, the market cap of the Solana ecosystem Meme coin mihao (ni hao cat) briefly surpassed $20 million, reaching a peak of approximately $20.98 million, and is now at about $18.81 million, with a 24-hour gain of 2,921%.

Previously, well-known trader Ansem posted bullish views on mihao, believing that it has avatar community attributes that facilitate social spread and contains Chinese elements, which is expected to attract whales from both East and West to buy in together. In addition, the project developer has locked 5% of the token supply for one year.

Ansem stated that ANSEM will be his creator token for this cycle, while mihao is the "pure Meme" he holds, and said the on-chain market has already bottomed out.

Odaily reminds readers that Meme coin prices are highly volatile, and investors should be mindful of market risks.

Odaily reports: According to an official announcement, Gate Direct IPO's third-phase project Anthropic (ANT) will open subscription of intent on November 12, 2026, at 11:00 (UTC+8). Users can participate using USDT for a chance to obtain actual stock shares and trade them through Gate's stock section after listing.

This subscription period ends on November 17 at 17:00 (UTC+8), with a reference subscription price of $70–78 per share and a minimum investment of 100 USDT. The platform will allocate stock quotas based on each individual's invested amount as a proportion of the total subscription amount. After successful allocation, a service fee of 5% or 10% will be charged in tiers based on the cumulative invested amount.

This subscription is a "subscription of intent" and does not guarantee final allocation. Successfully allocated shares are expected to be distributed to Gate stock accounts on November 19, with no lock-up period; the specific listing and trading time will be announced separately. If the platform ultimately does not obtain any allocation, subscription funds will be fully refunded, and interest compensation will be provided at an annualized rate of 10%, subject to the official event rules.

Currently, Gate has built a diversified trading system covering global stock markets, supporting trading of more than 12,800 stocks and ETFs across five major markets: U.S. stocks, Japanese stocks, Korean stocks, Hong Kong stocks, and Taiwan stocks. It has also developed products including gStocks tokenized securities, Pre-IPOs, and Direct IPO, covering scenarios such as access to pre-listing opportunities, public market trading, and tokenized securities investment, continuously improving its one-stop global investment services.

Odaily reports: Binance co-founder He Yi posted a statement saying that the internet has recently been flooded with salacious rumors involving female professionals, with multiple women in the industry being dragged into these rumors against their will, leaving her with mixed feelings. He Yi emphasized that equality means evaluating a person's achievements regardless of gender, yet women in the workplace still face issues such as unequal opportunities, workplace harassment, and stigmatization in business competition.

He Yi pointed out that recently, in addition to Binance employees Sisi and Yaya continuing to be targeted by rumors, the marketing lead of a BNB ecosystem project, KOLs who have collaborated with Binance, and even female employees of other companies have become targets of sexual rumor attacks. She stated that many female employees, when faced with false rumors, did not complain but instead continued to focus on solving problems for users and responding to doubts with their work results. He Yi said that Binance's legal department will subsequently provide legal protection for female employees harmed by rumors, and welcomed ambitious, down-to-earth women to join Binance, stating that the company will provide them with a fair and transparent workplace environment.

Odaily: Anthropic discloses over $10 billion in new deals. (The Information)