"AI stock guru" Leopold’s fund Situational Awareness LP holds private equity in Anthropic, while his wife Avital Balwit serves as chief of staff to Anthropic CEO Dario Amodei. Recent reports indicate Anthropic could go public as early as next month, with a valuation potentially reaching up to $2 trillion. Once publicly traded, Leopold, due to his close ties with the company’s executives, may have access to material non-public information, exposing related transactions to federal regulatory risks such as insider trading. Compliance experts recommend that the compliance departments of both parties disclose this relationship, obtain prior approval for transactions related to Anthropic, submit written declarations confirming no use of non-public information, implement blackout periods around earnings releases, and ideally, Leopold himself refrain from participating in Anthropic trading decisions. The Situational Awareness LP fund declined to comment on the matter, but is reportedly adding compliance staff. Anthropic stated separately that it already has industry-standard policies for conflicts of interest, confidentiality, and insider trading.

According to BIT (bit.com) market data, during U.S. stock trading hours, the Dow Jones Industrial Average fell 0.1%, the S&P 500 dropped 0.71%, and the Nasdaq Composite declined 0.92%. In the semiconductor and storage sector: Seagate Technology (STX) fell 1.67%; Western Digital (WDC) dropped 1.79%; SanDisk (SNDK) declined 3.36%; Micron Technology (MU) fell 1.76%; NVIDIA (NVDA) dropped 2.08%; Intel (INTC) declined 2.36%; Advanced Micro Devices (AMD) fell 3.69%; Broadcom (AVGO) dropped 1.93%; Qualcomm (QCOM) declined 1.80%. Among crypto-linked stocks: Strategy (MSTR) fell 4.74%; Coinbase (COIN) dropped 3.67%; Circle (CRCL) declined 5.2%; BitMine Immersion (BMNR) fell 5.4%; SharpLink Gaming (SBET) dropped 7%. In the optical communications-related stock group: Pure Photonics ETF (FOTO) fell 1.5%; Marvell Technology (MRVL) dropped 4.77%; Applied Optoelectronics (AAOI) declined 5.27%; Lumentum Holdings (LITE) fell 4.73%; Coherent Corp. (COHR) dropped 3.97%; Ciena Corporation (CIEN) declined 3.96%.

Blockchain and AI application development education platform EasyA has secured an independent valuation of $1.1 billion and plans to go public via a direct listing in the first half of next year. The company has filed registration documents with the U.S. Securities and Exchange Commission (SEC). EasyA said its application has over 1.3 million users, is considering issuing tokenized stocks, and is expanding into tokenized projects and AI agent-related applications.

According to official data, the synthetic perpetual protocol Papertrade built on HyperEVM has exceeded $1 trillion in cumulative notional trading volume, with its total value locked (TVL) standing at $61.8 million. Open interest (OI) is approximately $664 million, and the margin amount corresponding to all existing positions is around $13.28 million. Papertrade is a fully on-chain synthetic perpetual trading platform deployed on HyperEVM, which retrieves prices from the best bid/offer (BBO) mid-price of Hyperliquid’s order book. Users trade directly against the protocol’s liquidity providers (LPs) rather than traditional order book matching. The protocol features high leverage, zero slippage, and no funding fees. Its native token PAPER has an initial supply of zero, with no pre-mining, team, or venture capital (VC) allocations; the only minting source is user losses or liquidations. During its initial launch phase, the token is non-transferable and is primarily used for staking.

BlackRock’s Q3 financial results show its digital asset funds attracted $7.9 billion in inflows during the third quarter, reversing roughly $2.2 billion in outflows recorded in the first half of the year. As of the end of September, the firm’s digital assets under management stood at $79.6 billion, up $30.8 billion from $48.8 billion at the end of June, representing a 63% increase; $22.9 billion of this growth was attributed to rising cryptocurrency prices. Despite this rebound, BlackRock’s digital asset holdings remain 23% lower than they were a year ago.

Nasdaq-listed company SkyAI, which centers its digital asset reserves on Solana, previously held over 2 million SOL tokens. Since October, the firm has transferred around 1.57 million SOL, valued at roughly $175 million; SkyAI disclosed it recently sold 1 million SOL for approximately $107 million, and noted it may continue selling. On-chain data shows its average purchase price was around $194, with an unrealized loss of over $160 million based on recent prices. A Form 8-K filed on October 13 revealed the company’s SOL holdings had dropped to roughly 600,000 tokens, a nearly 70% reduction from the "over 2 million" figure cited in mid-September. The timing of the sales, average transaction price, and approval process were not fully disclosed to shareholders previously. Major shareholder Bastion Trading, which holds approximately 9.99% of outstanding common shares, issued a statement today expressing serious concerns over SkyAI’s cash tender offer announced on October 11, stating it will not participate until its concerns are adequately addressed. The firm demanded immediate full disclosure of SOL disposal details, an independent review, a board restructuring, and an increase of the tender offer price from $3.00 per share to at least $3.50 per share, among other requests. Bastion Trading also noted that at the 2026 annual general meeting, all five incumbent directors received far more abstentions than votes in favor, with some ratios approaching 3-to-1, questioning whether the current board, having lost shareholder confidence, still leads the sale of core reserves and the tender offer.