Nvidia’s board of directors held an emergency meeting to evaluate CEO Jensen Huang’s position following allegations of extramarital affairs with two executives, including Nvidia’s Vice President of Healthcare Kimberly Powell. The internal investigation report has drawn scrutiny from U.S. intelligence officials and lawmakers over corporate governance concerns. Nvidia shares tumbled around 8% in after-hours trading after news of the board’s review became public.
The stock market correction immediately put pressure on decentralized derivatives markets. Nvidia perpetual contracts on the Hyperliquid platform dropped by up to 10%, while NVDAx tokenized shares issued via xStocks plunged 9% before rebounding slightly to $159.51. Equity-backed contracts have become a cornerstone of the decentralized real-world asset (RWA) derivatives sector, which recorded $365 billion in trading volume in the third quarter of 2026. Of that total, equity contracts accounted for $175 billion, or nearly half of all trading activity.
Polymarket Ouster Odds Reach 89%
On prediction market Polymarket, bets on Huang’s tenure have surged. The probability that Huang will resign or be removed from his post before the end of 2027 reached 89%. On the day the evaluation was announced, the ouster odds stood at 60%, before rising to 64% on November 13, and hitting 77% as of November 30, 2026.
Total betting volume on Huang’s removal across the Polymarket platform topped roughly $16.63 million. Of that turnover, $4.67 million was concentrated in contracts expiring in December 2026. This heavy concentration in short-term contracts reflects market expectations that Nvidia’s leadership future will be decided in the near term.
Margin Call Risks for Bitcoin and Pressure on AI Sector
A sell-off in tech equities risks spilling further over into crypto assets. Hilbert Group Chief Investment Officer Russell Thompson warned that offloading tech stocks risks forcing investors to liquidate crypto assets to meet margin calls. Thompson noted that this scenario could potentially push Bitcoin’s price down to the $65,000 level.
Selling pressure also looms over artificial intelligence tokens. Digital assets including Bittensor (TAO), Render (RENDER), and Artificial Superintelligence Alliance (FET) faced selling pressure amid weakening sentiment across the AI industry. At the same time, risks are spreading to publicly traded Bitcoin miners that pivoted to providing AI computing infrastructure. These mining companies have secured computing contracts with a total value of over $70 billion, which are also threatened by a potential funding slowdown in the artificial intelligence sector.
The situation at Nvidia demonstrates how tightly connected artificial intelligence equities and the crypto market are today. For digital asset holders, leadership turmoil at the world’s premier chipmaker is no longer just routine stock market news, but a decisive factor dictating portfolio liquidity.
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Disclaimer: This article is for informational and educational purposes only, not financial advice. Cryptocurrency assets are highly volatile and carry significant risk. Always do your own research (DYOR) and never invest more than you can afford to lose.
