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Deep & Emerging Tech·November 11, 2026·1 min read

Nvidia Is Playing Out Like a Greek Tragedy, Says Seaport's Goldberg

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If Nvidia’s identity is perceived as inseparable from Jensen Huang, governance risk becomes a real factor in long-term ecosystem planning. For operators deeply tied to a single vendor, this is a reminder to model leadership shock the same way you’d model a major supply disruption.

Deep & Emerging Tech

OKX and ICE's joint venture OKXICE plans to launch a US tokenized stock venue on November 23 and list 70+ assets; 56 of the 62 companies it targeted objected

Tokenized equities are running straight into issuer resistance—56 of 62 targeted companies objected—which means the near-term action will be in regulatory arbitrage and niche assets, not blue-chip stocks. If you’re a broker or exchange operator, treat tokenization as an infrastructure experiment for now, not a core revenue line.