Crypto and stock news digest: 2 November 2026

Strategy buys 811 BTC and repurchases $208M of STRC

Strategy said it acquired 811 BTC and repurchased $208 million of its STRC preferred stock, with holdings of 849,327 BTC and $4.9 billion of USD assets as of 11/1/26, according to posts from Strategy and Michael Saylor. Decrypt reported the Bitcoin purchase was about $66 million and that the buyback cut the USD cash balance to $132.7 million. Cointelegraph reported $208.2 million on STRC buybacks, $65.5 million on Bitcoin and $98.5 million allocated to the USD cash balance.

• BTC +0.16%1h 0.5σ

• Strategy buys 811 BTC for about $65 million during Binance hack turmoil Rumor

Strategy reports USD duration 3.3 yrs and STRC BTC credit at 59 bps

Strategy posted credit metrics stating that USD Duration is 3.3 yrs and STRC's BTC Credit tightened to 59 bps (-1 bp), under assumptions of 10% BTC ARR, 40% BTC Vol, and a BTC price of $76,700. Michael Saylor posted the identical figures. Both posts link to Strategy's credit metrics page.

• BTC +0.16%1h 0.5σ

DefiLlama launches asset-backing verification, starting with Frax's frxUSD

DefiLlama announced it is launching a verification service for the backing of onchain assets and vaults, beginning with a page tracking frxUSD's backing alongside Frax. DefiLlama said the page shows real-time tracking of frxUSD's backing, including offchain assets it says it independently verified, and invited other vault, stablecoin and onchain asset operators to request verification.

Coinbase reports degraded performance for DEX, Borrow and Lend

Coinbase Status reported that some users may be experiencing degraded performance for DEX, Borrow and Lend, which could increase failures in initiating or completing transactions. The exchange said its teams are actively investigating and that user funds are safe.

OpenAI launches Grid Protectors Program with utilities for compute campuses

OpenAI announced a Grid Protectors Program that will work with utilities to help future compute campuses support grid reliability and protect consumer electricity costs, according to the company's own announcement.

OpenAI introduces LifeVal benchmark for everyday AI tasks

OpenAI announced a benchmark called LifeVal that measures how well AI helps people complete everyday tasks. The post says the tasks range from finding childcare to managing finances and government paperwork.

Coinbase schedules system maintenance for November 14

Coinbase announced in a status post that it will undergo scheduled system maintenance on Saturday, November 14, with some users possibly seeing degraded performance across multiple products. The post states the maintenance is estimated to last up to 4 hours and that the timing is subject to change, and it says user funds are safe.

Apple announces fiscal 2026 fourth quarter results

Apple announced financial results for its fiscal 2026 fourth quarter, according to a company newsroom post. The post states the quarter ended September 26, 2026. No figures or outcomes are included in the posts.

• AAPL measuring…

• Apple beats fiscal Q4 targets but stock falls in extended trading Unverified
• Apple beats revenue estimates in CEO Ternus's first earnings report Rumor

Eric Balchunas: Leveraged long ETFs saw over $12B inflows as traders bought the dip

Eric Balchunas (onchain) stated that leveraged long ETFs saw record inflows of over $12 billion over the past two weeks as traders bought the dip. He said this behavior is typical, with traders piling into dips and taking profits on rebounds, and argued this approach is preferable to chasing performance.

Balchunas says Vanguard investors keep buying dips, VOO inflows +$44b

Eric Balchunas claims Vanguard investors are consistently buying dips, citing +$44b in inflows last week with no exception. He says VOO inflows include money from columnists and macro types warning of a coming 'reckoning'.

Strategy says its BTC holdings are up 6x since January 2023 and net leverage fell to 3%

Strategy (primary) posted that since January 2023 its $BTC holdings are up 6x and its net leverage has fallen from 108% to 3%. The post tags $MSTR and $STRC and gives no further detail or independent confirmation.

• BTC −0.08%1h 0.2σ
• MSTR +3.8%1h 2.2σ

Kraken offers 30-minute video calls with Lukas Podolski to ten winners

Kraken posted a promotion offering ten winners a 30-minute video call with FIFA World Cup winner Lukas Podolski on December 15. The post states entries close December 1 and links to a Kraken page for the promotion.

DefiLlama launches new Trueo hack and revenue prediction markets

DefiLlama announced that its new Trueo markets are live, citing overwhelming interest. It said it is launching more hack markets (whether a week will have a hack larger than $1M, $5M, $10M or $25M) and revenue markets for trade[xyz], fomo, Polymarket, Curve and Lighter, with Collector Crypt, Hyperliquid, Pump, Aero and Uniswap returning this month.

BLS: Three-fourths of displaced long-tenured health care workers reemployed in January 2026

The US Bureau of Labor Statistics reported that three-fourths of long-tenured workers displaced from jobs in health care and social assistance were reemployed in January 2026. The post cites BLS data and links to a BLS article on the finding.

Kraken says sweepstakes winner received 1,000 SOL

Kraken announced that one winner woke up to 1,000 SOL in their Kraken account, marking the end of its Kraken Halloween Sweepstakes. The exchange thanked entrants and asked what it should give away next time.

• SOL −0.02%1h 0.0σ

OpenAI raises Security Bug Bounty rewards and adds researcher bonuses

OpenAI said it is raising Security Bug Bounty rewards and introducing report quality, loyalty and priority campaign bonuses for independent security researchers. The post gives no figures, dates or specific bounty amounts.

Mercado Bitcoin halts withdrawals after reported multimillion-dollar breach

Several news outlets reported that Brazil's Mercado Bitcoin paused deposits and withdrawals after a security incident in which funds were drained from its wallets. The Block and Cointelegraph put the loss at $46 million, while CoinDesk, Decrypt and community posts cited $40 million; Decrypt reported Tether froze more than 4.5 million USDT tied to the attack, and The Defiant reported further transfers including 2,800 ETH. Cointelegraph reported the exchange said customer funds and data were safe.

• ETH −0.77%1h 1.6σ

• Mercado Bitcoin keeps withdrawals suspended, identifies incident wallets Unverified
• Tether freezes over 4.5 million USDT tied to Mercado Bitcoin incident Unverified
• Arkham says Mercado Bitcoin attacker holds $46 million across 36 addresses Unverified

ZachXBT flags suspected $106 million theft from EU entity's exchange accounts

Onchain investigator ZachXBT says an unidentified EU entity lost more than $106 million from centralized exchange accounts, according to Decrypt and CoinDesk. The Defiant reports the funds were swapped into ETH and routed through instant exchanges, Monero and cross-chain bridges. The victim and affected exchanges remain unknown, and no confirmation or dispute from the entity or exchanges is reported in the posts.

• ETH −0.04%1h 0.1σ

• Investigators flag suspected $106M theft and $786K Solana bot drain Unverified

Marvell and Lumentum announce $115 billion all-stock merger

Marvell Technology and Lumentum announced a merger valued at $115 billion, according to NYT DealBook and Investor's Business Daily, with Marvell buying Lumentum in an all-stock transaction. The r/stocks post reports an implied enterprise value of $115 billion for Lumentum, a fixed exchange ratio of 4.5 Marvell shares per Lumentum share, and an expected close in the first half of 2028. The companies framed the deal as a bet on optical networking for AI data centers.

Standard Chartered launches 24/7 tokenized deposits in Hong Kong

Standard Chartered has debuted tokenized deposits in Hong Kong for corporate clients, according to CoinDesk and The Defiant. CoinDesk reports the bank uses Hong Kong's EnsembleTX system to move deposits between participating banks around the clock, settling in central bank money. The Defiant reports that China AMC, Finloop and PantherTrade have already executed live tokenized-deposit and money-market-fund transactions, per the bank.

XRP Ledger token-permission fix scheduled for Wednesday activation

CoinDesk and The Defiant report that an XRP Ledger amendment fixing a flaw that could let stablecoin partners print new tokens is set for Wednesday activation. CoinDesk says validator support briefly dipped and restarted the two-week activation clock, adding that XRP itself is unaffected. The Defiant reports the amendment has 33 of 35 trusted validators behind it and that separate proposals to block unapproved token holders remain under review.

• XRP −0.01%1h 0.0σ

Morgan Stanley downgrades Coinbase, cuts price target on weak outlook

Morgan Stanley downgraded Coinbase and cut its price target, with CoinDesk reporting a 53% reduction and Cointelegraph reporting a 50% cut. CoinDesk said analyst Michael Cyprys cited weak crypto trading activity and doubts about an earnings recovery, while Cointelegraph cited slowing trading activity and fallout from the Binance hack as clouding revenue prospects.

• COIN −1.6%1h 1.0σ

• Bitcoin edges up after Binance hack; Morgan Stanley cuts Coinbase target over 50% Unverified

Bitmine adds 8,573 ETH, holdings reach 6.06 million ETH

The Block reports that Bitmine added 8,573 ETH last week, lifting its holdings to 6.06 million ETH, while Tom Lee flagged a muted market response to Binance's hack. Decrypt reports that Lee cited six reasons the market's "muted" 4% ETH drop after the record Binance theft shows crypto is "increasingly resilient," as the firm's stash neared its 5% supply goal.

• ETH +0.16%1h 0.3σ

Strive buys 124 BTC for about $10 million, climbing bitcoin treasury ranks

The Block and Decrypt report that Strive bought another 124 BTC for about $10 million. The Block says the purchase brings Strive closer to becoming the second-largest public company holder of bitcoin after Strategy, while Decrypt says Strive now trails Twenty One Capital by 390 BTC for third place among Treasury companies.

• BTC −0.46%1h 1.3σ

NYSE selects Broadridge to bring shareholder voting to tokenized stocks

CoinDesk reports that the NYSE has tapped Broadridge, a Wall Street provider of shareholder voting and corporate services, to bring investor rights onchain for the exchange's upcoming venue. The Defiant reports that token holders would use wallets, broker interfaces or ProxyVote, and that the planned trading venue still awaits regulatory approval.

Ark Invest buys Coinbase, Circle and Robinhood shares as crypto stocks fall

Ark Invest bought $3.4 million of Coinbase shares, $2.6 million of Circle and $645,820 of Robinhood on Monday, The Block reported. Investor's Business Daily reported that Ark scooped up some $11 million worth of shares in Coinbase and Circle in light of the Binance hack.

• COIN +0.31%1h 0.2σ

New Jersey rescinds Coinbase staking order, drops $5 million penalty

The Defiant and Cointelegraph report that New Jersey withdrew its staking restrictions and a $5 million penalty against Coinbase without prejudice. Coinbase says customer staking access will return 'very soon,' according to The Defiant. Cointelegraph frames the move as clearing the way for Coinbase to restore staking access for users in the state.

Anthropic IPO filing shows Q3 revenue surge and large commitments

Posts report that Anthropic published an amendment to its IPO filing showing sharply higher Q3 revenue and large spending commitments. A community post citing SEC filing headlines states Q3 2026 revenue of $17 billion, 1,127% year-over-year growth, a $567 million operating loss, $2.5 billion in adjusted operating income, a 15% adjusted operating margin, and roughly $895.4 billion in aggregate purchase and lease commitments as of and subsequent to September 30. Another community post frames the debate as whether revenue growth can outrun what it calls 'irresponsibly large' investment, citing a

• Anthropic posts $567 million Q3 operating loss on $17 billion revenue Unverified

Palantir Q3 revenue tops estimates, full-year outlook raised

Investor's Business Daily and r/stocks posts report that Palantir beat consensus estimates on Q3 revenue and profit and raised its full-year revenue outlook. The r/stocks posts state Q3 revenue of $2.313 billion, up 96% year over year, versus $2.17 billion expected, and a full-year revenue range of $8.530 billion to $8.534 billion. They also say US commercial sales surpassed US government revenue for the first time, with adjusted EPS of $0.44 beating $0.40 consensus.

• PLTR measuring…

Maple explains syrupUSDC and syrupUSDT returns, risks and exit routes

The Defiant published an explainer on Maple's syrupUSDC and syrupUSDT tokens covering returns, risks and exits. It states that pool withdrawals depend on available liquidity and have no guaranteed deadline, and that selling a token on an exchange is a different exit at a market-determined price.

Anza urges Solana validators to act on critical Linux kernel flaw

Anza advised Solana validators running Ubuntu to take defensive steps against a critical Linux kernel flaw, according to The Defiant. Ubuntu operators were told to filter incoming traffic and disable two networking features while awaiting a fixed kernel.

• SOL −0.51%1h 0.9σ

Ethena explainer notes restricted direct USDe redemption and sUSDe unstaking to USDe

The Defiant published an explainer on Ethena's USDe and sUSDe, rewards and exit routes. It states that direct issuer redemption is restricted and that unstaking sUSDe returns USDe rather than dollars in a bank account.

Bank of Korea surveys 31 financial firms on crypto exposure risks

The Bank of Korea is surveying 31 financial institutions about how crypto-related shocks could affect their operations, according to Cointelegraph. The scenarios cited include a major exchange shutdown, a prolonged crypto downturn and losses at another firm.

Bitcoin recovers toward $79,000 after crypto's biggest hack

CoinDesk reported that bitcoin clawed back toward $79,000 as markets shook off crypto's biggest hack. The same post said ZEC led the majors and oil slid on a report that Trump wants to give Iran diplomacy more time, with U.S. midterm elections on Tuesday.

• BTC −0.28%1h 0.8σ
• ZEC +0.11%1h 0.1σ

Binance hacker wallets receive only sub-dollar messages, no stolen BTC moved

CoinDesk reports that the 19 wallets holding 18,270 stolen BTC have received no meaningful funds since Thursday, only payments worth under a dollar carrying messages. The messages range from pleas for help to laundering pitches and a token shill, according to the report.

• BTC −0.06%1h 0.2σ

FT hedge fund newsletter covers record spinout, insurer sentiment, Binance heist

The Financial Times Hedge Funds newswire advertises coverage of what it calls the biggest-ever hedge fund spinout, alongside items on insurers staying bullish on private markets and a $6.3bn heist at Binance. The post gives no further detail on the spinout, the insurers or the Binance incident.

Binance attacker splits $292 million in XRP across six wallets

The Defiant reports that an attacker linked to Binance split $292 million in XRP across six wallets. The report says the six recipients showed no outgoing payments, and that native XRP cannot be frozen by Ripple, leaving exchanges as a potential interception point.

• XRP −0.02%1h 0.0σ

CoinDesk examines difficulty of stopping large crypto exchange thefts after Binance breach

CoinDesk reports that a $6.3 billion Binance breach has revived debate over whether crypto exchanges are less secure than banks or simply harder to protect once hackers get inside. The post frames the discussion around the difficulty of stopping thefts from crypto exchanges compared with bank theft.

China's Communist Party calls for anti-corruption crackdown involving crypto and blockchain

China's Communist Party has named virtual currency and blockchain in a new anti-corruption call, according to CoinDesk. The report states the party is calling for a crackdown on corruption that uses crypto and blockchain.

Defiant guide explains Hyperliquid's HyperCore, HyperEVM and builder markets

The Defiant published an explainer on Hyperliquid describing its architecture. The post states that HyperCore handles trading, HyperEVM runs applications, and independent market deployers set product rules, and that their collateral and withdrawal dependencies differ.

Canton explainer covers privacy, access and settlement roles

The Defiant published an explainer on how Canton handles privacy, access and settlement. It states that participant nodes check transactions involving their users, shared infrastructure coordinates the outcome, and banks and trading venues set separate product-access rules.

Metals.io launches copper-backed tokens with $366,000 of metal in Germany

CoinDesk reports that Metals.io has issued tokens backed by physical copper, starting with $366,000 worth of the metal stored in Germany. The company aims to build a market for investors to own and trade physical metal onchain, according to the post.

Jupiter Lend explainer covers deposits, borrowing and withdrawal access

The Defiant published an explainer on Jupiter Lend describing how its deposit, borrowing and withdrawal mechanics work. The post states that Earn lenders hold deposit receipts while Borrow and Multiply users have collateral-backed debt positions, and that available cash and withdrawal rules determine immediate exit access.

Defiant guide explains Securitize fund services and BUIDL structure

The Defiant published a guide describing how Securitize's separate affiliates handle ownership records, distribution, trading, administration and investment advice for funds. The post cites BlackRock's BUIDL as an illustration of how those services fit around a fund's own manager and exit terms.

Defiant guide explains J.P. Morgan's Kinexys blockchain accounts and JPM Coin

The Defiant published an explainer on Kinexys, J.P. Morgan's blockchain accounts and JPM Coin. The post states that Blockchain Deposit Accounts support bank payments in eight currencies, and that JPM Coin takes dollar deposits onto public blockchains while participation remains restricted.

Bitcoin holds 100-day moving average ahead of US midterms

Cointelegraph reported that Bitcoin price action held its 100-day moving average into the monthly close as crypto markets braced for US midterm election and tech earnings volatility. The post frames the period as one of expected volatility tied to the midterms and tech earnings.

• BTC −0.23%1h 0.7σ

Credit hedge funds face losses as junk bond selloff deepens

Hedgeweek, citing a Financial Times report, says credit hedge funds are suffering mounting losses as a prolonged selloff in high-yield debt drives down bond prices and forces some managers to unwind concentrated positions. The report states CCC-rated bond yields have climbed above 21% in Europe and 18% in the US, versus roughly 16% and 15% at the start of 2026. It names Arini Capital Management, whose flagship strategy has declined approximately 26% this year, and cites positions in Aston Martin, Altice International and Brightspeed.

Comparison of USDY, OUSG and Ondo stock tokens notes differing asset claims

The Defiant published a comparison of USDY, OUSG and Ondo stock tokens, stating the products offer different claims on traditional assets. It also noted that a market purchase does not establish that the buyer can redeem directly with the issuer.

Takasbank CEO reportedly resigns amid Turkey fund crisis probe

Bloomberg reported that Takasbank chief executive Yunus Arinci resigned after being questioned by prosecutors investigating alleged market manipulation tied to Turkey's investment fund crisis, according to Hedgeweek. Arinci was questioned over the weekend and released, the report said. The post also states that Borsa Istanbul CEO Korkmaz Ergun, who is Takasbank's deputy chairman, was detained on bribery and criminal organisation allegations, and that regulators ordered the liquidation of 131 funds managed by seven asset managers after September redemption failures.

Brazil hedge funds lose up to 24% after Lula election shock

Hedgeweek, citing a Bloomberg report, says Brazilian macro hedge funds suffered losses of up to 24% in a single session after President Luiz Inácio Lula da Silva's unexpected re-election reversed equities, currencies and interest rate markets. The report states Vista Capital's Multiestratégia fund plunged 24% on Monday, Mar Absoluto lost 15%, Legacy Alpha declined 8% and an Ace Capital fund fell nearly 9%, all after fees. It says the losses contributed to the Brazilian hedge fund industry's worst trading day since 2017.

Pimco and Oaktree bid for Arini debt as hedge fund losses reach 26%

Bloomberg reported, per Hedgeweek, that Arini has received bids for some high-yield debt holdings from asset managers including Pimco and Oaktree as the hedge fund seeks liquidity after steep losses. The report says Arini has already sold positions in several large speculative-grade borrowers and is targeting more liquid holdings including Sabre debt, with discussions preliminary. Arini's flagship fund, which managed $7.5bn at the end of July, recorded losses of approximately 26% for the year through 23 October, according to the post.

Hedge funds cut yen short positions to one-eighth of June peak as volatility falls

Hedgeweek, citing a Business Korea report and CFTC data, says hedge funds sharply reduced bearish yen positions, with net short exposure falling to about 14,000 contracts (¥180bn) as of 27 October from roughly 115,000 at the end of June. The report attributes the retreat to coordinated US-Japan currency intervention in July, policymaker warnings against excessive yen weakness, and comments from Prime Minister Sanae Takaichi. It also states the dollar-yen range narrowed to ¥2.87 in October, with the rate fluctuating between roughly ¥156 and ¥159.

Goldman data: hedge funds unwind AI stock bets in five sessions

Goldman Sachs prime brokerage data, reported by Hedgeweek, indicates hedge funds erased all net purchases of global AI stocks accumulated since the start of 2025 in just five trading sessions. The report cites roughly $20bn in technology stock sales over two weeks, near the $23bn seen in a July unwinding, with long selling outpacing new shorts by 3.5 times. It also states Goldman's hedge-fund-favoured basket fell 4.2% on 22 October, its steepest one-day drop since 2011, and that Morgan Stanley data showed overall exposure cut by about 7.8%.

Swell opens Ethereum claims for tokens stranded by Swellchain shutdown

The Defiant reports that Swell has opened Ethereum claims for tokens stranded by the Swellchain shutdown. The project reported recovering 72.77 million SWELL, 100.99 swETH and 55.28 rswETH through a temporary BNB Chain bridge route.

Citadel and ExodusPoint report London macro trading departures

Hedgeweek, citing a report by eFinancialCareers, says Citadel and ExodusPoint have seen a series of departures from their London macro trading teams amid challenging market conditions. At Citadel, senior macro volatility portfolio manager Avi Tullu departed in September and Simon Roach left in October, while ExodusPoint saw Soham Sengupta, Rupert Guest and Jim McKeever leave, according to the post. The post also cites reports that as many as 100 macro investment professionals have left or lost their positions across London's hedge fund sector.

HKMA plans stablecoin trials in tokenized debt; HSBC RedCoin hits 50,000 users

The Hong Kong Monetary Authority plans to bring regulated stablecoins into tokenized government debt trials, according to Cointelegraph. HSBC said its RedCoin stablecoin has reached 50,000 users. The report also says Hong Kong is taking tokenized settlement to 24/7.

Visa stablecoin payments explained: settlement, spending and payouts

The Defiant published an explainer on how Visa stablecoin payments work, distinguishing consumer spending from institutional settlement and payouts. It states that a shopper can spend a stablecoin balance while the merchant receives ordinary money, which it says differs from using stablecoins to settle between institutions or fund payouts.

Trezor raises password limit after Coldcard wallet thefts

Trezor said it lifted its password ceiling, citing July's Coldcard attacks in which strong passphrases helped protect some users whose wallet recovery information was compromised. The post attributes the reference to the Coldcard attacks to Trezor.

Elliptic flags first Bitcoin mixing of Binance hack proceeds

Elliptic reported that it traced proceeds from the Binance hack through Bitcoin mixing, according to The Defiant. The analytics firm said it traced roughly 12,000 wallets across 11 blockchains and put remaining linked balances at $3.24 billion.

• BTC −0.11%1h 0.3σ

Bitcoin fell 7.3% in October 2026 despite historically strong seasonal returns

Cointelegraph reports that Bitcoin lost 7.3% in October 2026, following another decline the previous year, despite the month's historically strong returns. The post says analysts are reassessing seasonal signals, framing the move as a shift from "Uptober" to "Hacktober."

• BTC −0.11%1h 0.3σ

Palantir earnings due late Monday amid AI stock sell-off

Investor's Business Daily reports that Palantir earnings are due late Monday amid a sell-off in AI stocks. The post states that Palantir stock, which rallied on Q2 results, broke key support Friday.

• PLTR +1.8%1h 1.7σ

Elliptic finds no proof AI used in North Korean hackers' Binance fund moves

Elliptic reported that it tracked thousands of transfers, failed swaps and repeated transactions tied to North Korean hackers moving stolen Binance funds, and said the pattern suggests reliance on scripts rather than AI agents. The post states there is no proof of AI in the hackers' activity.

Coinbase opens Deribit-powered perpetuals to AI agents

The Defiant reports that Coinbase has opened Deribit-powered perpetual futures trading to AI agents. The report states the global offering requires eligible non-US accounts and derivatives onboarding, and that trade approvals depend on the connected AI app.

Report: SpaceX in talks with EchoStar over Boost Mobile

Investor's Business Daily reports that SpaceX is in talks to buy EchoStar's Boost Mobile wireless service or gain access to its network, citing a report. The post states that SpaceX stock rose amid the report.

Core Fork Recovers 68.15 Million CORE After b14g Hack

The Defiant reports that a Core fork recovered 68.15 million CORE following the b14g hack. The recovery covers about 70% of affected tokens, but users have not been repaid and no claims process is open.

NYT DealBook flags investor concern over AI debt-fueled spending

NYT DealBook reports that investors are growing increasingly concerned about the debt-fueled spending spree at the heart of the artificial intelligence buildout. The post offers no figures, named companies or timing beyond its publication date.

IBD: AI stocks face possible election backlash amid financing fears

Investor's Business Daily reports that AI stocks face an election reckoning as data center opposition, mounting debt and cash burn unsettle investors amid big investments. The post cites no specific companies, figures or dates.

Check Point Software Q3 revenue and billings miss Wall Street targets

Investor's Business Daily reported that cybersecurity firm Check Point Software posted third-quarter revenue and billings that fell short of Wall Street targets. The post gives no figures, guidance or market reaction beyond the headline characterization that the stock falls on the miss.

FATF reviews crypto hubs' money laundering controls, findings due June 2027

Cointelegraph reports that the FATF is targeting crypto hubs in a review of money laundering controls. The watchdog has not named the jurisdictions under review, and initial findings on compliance with its crypto standards are due in June 2027.

Dow rises as oil falls below $100; Apple drops before earnings

Investor's Business Daily reported that the Dow Jones index rose on Monday while oil prices dived below $100 a barrel. The same report said Apple stock fell ahead of its earnings.

• AAPL −1.3%1h 2.9σ
• DJI +1.2%1h 4.4σ

Strategy buys another 811 bitcoin for $65.5 million

The Block reports that Michael Saylor's Strategy acquired another 811 bitcoin for $65.5 million. The post states the disclosure follows Strategy reporting $19.5 billion in third quarter net income on Thursday.

• BTC +0.16%1h 0.5σ

GenLayer uses juries of AI models to judge AI agent disputes

Cointelegraph reports that GenLayer is using juries of different AI models to settle disputes between AI agents, an approach described as an 'Internet Court.' The post states GenLayer is already issuing thousands of judgements each day.

Binance hack drives mass outflows as FBI opens probe

Decrypt's Morning Minute reports that a Binance hack punctuated a red month for crypto and led to mass outflows, while the FBI opened a probe. The post frames the hack as hanging over the market into November.

tZERO plans NYSE American listing via $350 million SPAC deal

CoinDesk reports that digital securities firm tZERO plans to go public through a $350 million SPAC deal. The post says the company intends to list on NYSE American under the ticker TZRO early next year, after more than a decade building blockchain-based trading infrastructure.

BYD reported record month, poised to reverse weak start to 2026

Investor's Business Daily reported that BYD posted a record sales month and that its strong second-half sales are poised to turn around a terrible start to 2026, with EU exports cited as a factor. The post gives no specific sales figures, dates or export volumes.

Analysis: crypto treasury stocks' value depends on mNAV and dilution

The Defiant published an analysis arguing that a larger bitcoin or ether treasury does not necessarily mean more crypto per share or a positive stock return. The post cites Strategy's disclosures as showing why the valuation formula matters.

Idexx Laboratories beats third-quarter forecasts, stock surges

Investor's Business Daily reports that Idexx Laboratories beat third-quarter forecasts on Monday, outperforming a shaky macro backdrop, and that Idexx stock surged. The post offers no figures, guidance or named sources beyond the outlet's own reporting.

Deutsche Bank upgrades CrowdStrike to buy on AI cybersecurity leadership view

Deutsche Bank upgraded CrowdStrike to buy, according to Investor's Business Daily, on the view that the company will be a leader in AI cybersecurity. The post also states that CrowdStrike stock dipped amid the upgrade.

Tesla Robotaxi expands to a new city as Tesla stock slips

Investor's Business Daily reported that Tesla's Robotaxi service added a new city, but that the stock rally fizzled. The post states Tesla stock shed its early gain and dipped on Monday. The city was not named in the post.

• TSLA +2.7%1h 2.8σ

T7X says it records asset ownership directly on-chain under one legal framework

Decrypt reports that T7X records ownership directly on-chain rather than wrapping assets held elsewhere, keeping token and asset under one legal framework. The post describes this as infrastructure for a new era of capital markets.

MFA backs SEC proposal to give CFTC sole oversight of EU bond futures

The Managed Funds Association said it urged the SEC to finalize a proposal that would move futures on European Union bonds under the sole oversight of the CFTC, according to a comment letter it says it submitted. MFA stated that the change would make it easier for American investors to hedge risk. The post notes that futures on EU debt currently face dual oversight.

Jito names Triton One, Bitwise and SOL Strategies as first outside BAM node operators

The Defiant reports that Jito has named Triton One, Bitwise and SOL Strategies as its first outside BAM node operators, beginning with testnet onboarding. The post states that access for any mainnet validator is targeted for early Q1 2027.

Injective launches priority transaction rail for institutions

Injective says it has introduced a priority transaction rail aimed at institutions. According to the post, the service is in limited production and offers early execution feedback while settlement remains with the full validator network.

Uniswap extends VolatilePair hook to Robinhood Chain

The Defiant reports that Uniswap has extended its VolatilePair hook to Robinhood Chain. The post states the ETH/USDG pool holds about $3.5 million in liquidity and uses a tighter resting fee spread than its Ethereum counterpart.

• ETH −0.77%1h 1.6σ

Uniqure stock falls as FDA sets May 1 decision date for Huntington's gene therapy

Investor's Business Daily reported that the FDA said Monday it will make an approval decision on Uniqure's Huntington's gene therapy by May 1. The same post states that Uniqure stock fell after the therapy landed at the FDA.

Relay bridge reports route disruptions to block Binance-hack funds

The Defiant reports that the Relay bridge has reported route disruptions in an effort to block funds linked to a Binance hack. According to the post, the bridge says no user action is needed and that it is working with Binance and law enforcement to screen hacker-linked addresses.

SharkNinja stock hits record high after new buy rating

Investor's Business Daily reports that SharkNinja stock reached a record high on Monday after a Wall Street analyst issued a new buy rating. The post does not name the analyst or the firm, and gives no price target or rating details.

Oracle stock falls after filing shows $20 billion AI data center funding plan

Investor's Business Daily reported that Oracle stock fell after a filing showed the company looking to raise $20 billion for its AI data center buildout. The post gives no further figures, timing or confirmation beyond the filing reference.

• ORCL −1.0%1h 0.7σ
• moved before the news

SBI Plans $100 Million Investment in US Digital Bank Erebor

The Defiant reports that SBI plans a $100 million investment in US digital bank Erebor. The post states Erebor held more than $7 billion in deposits in September and supports blockchain settlement outside banking hours.

Cheesecake Factory in headlines and buy range after political food fight

Investor's Business Daily reports that the Cheesecake Factory is drawing Wall Street attention and is in a buy range, attributing the headlines partly to an Obama-Bessent-Trump campaign brouhaha. The post does not name a ticker, price or specific buy-range level.

Binance completes proof of reserves after record hack, restores 95% of lost assets

The Block reports that Binance has completed its latest proof of reserves, letting users independently verify 1:1 backing for BTC, ETH, BNB, SOL, XRP and more. The post states Binance is replenishing 95% of assets lost in a record hack as it works to restore assets and withdrawals.

Researcher: Mercado Bitcoin freezes near $7 million as stablecoin and gold tokens frozen

A Defiant report attributes to a researcher a figure of near $7 million in Mercado Bitcoin freezes. The post states that onchain records show Circle freezing USDC on Polygon and Paxos freezing gold tokens on Ethereum, while exchange withdrawals remain suspended.

Musk mocks Altman over claim home PCs waste DRAM amid AI supply crunch

Elon Musk mocked Sam Altman over Altman's claim that idle DRAM in personal computers is wasteful while AI data centers face a supply crunch. The post reports Altman calling it "quite terrible" for DRAM to sit largely idle in personal computers.

Analog chip stocks rise, offsetting PC and memory losses on SOX index

Investor's Business Daily reported that analog chip stocks rose Monday and helped offset losses among PC and memory chip stocks on the SOX index. The post gives no specific figures, tickers or closing levels.

Animoca Brands gains Abu Dhabi fund management approval

Cointelegraph reports that Animoca Brands has cleared the final regulatory hurdle for Abu Dhabi fund management. The post says the approval marks another step in Animoca's shift from blockchain gaming and venture investing toward regulated institutional financial services.

CoinDesk: bitcoin traders watch outflows, shorts for post-midterm rally

CoinDesk reports that bitcoin bulls are watching short positions, exchange withdrawals and key price levels for signs of a rebound after the midterms. The post frames exchange outflows as pointing to a supply squeeze and describes traders as eyeing a post-election rally.

• BTC −0.18%1h 0.5σ

Proton users cancel subscriptions over AI push and CEO remarks

Proton customers say they are canceling subscriptions after reports of pressure to adopt AI coding, according to Decrypt. The report says the privacy company scrapped employee re-interviews but defends its broader shift toward automated development, and that its CEO called security caution 'loser thinking' amid the AI push.

Horizen DAO sets Nov. 4 bridge cutoff; USDC.e excluded from recovery plan

The Defiant reports that Horizen's DAO has set a Nov. 4 bridge cutoff that leaves USDC.e outside its recovery plan. The DAO plans to return remaining ZEN, including staking rewards, and eligible ETH balances on Base in the second half of November.

SEC staff guidance clarifies when token voters count as a central party

The Defiant reports that SEC staff issued guidance on when token voters are not considered a 'central party.' The guidance distinguishes independent governance participation from coordinated control and identifies unilateral powers that amount to overseeing a crypto system.

StoneX says DTCC tokenization launch could boost Securitize

StoneX said DTCC's tokenization service validates Securitize's model and reiterated its buy rating on SECZ as the firm expands tokenized stocks, according to The Block. The post attributes the view to StoneX and does not state a price target or timing beyond the launch reference.

Bitcoin falls about 1.7% as oil slides 7% and stocks pare gains

Cointelegraph reported that Bitcoin fell around 1.7% on Monday, with the post framing the move as a risk of dropping below $76K. The post said a 7% slide in oil failed to spark a BTC price rally, and that stocks pared early gains fueled by hopes of a diplomatic resolution to the US-Iran war.

• BTC +0.03%1h 0.1σ

IBD says bond market signals distress about CoreWeave

Investor's Business Daily reported that the bond market is signaling distress about CoreWeave, framing it as a way to profit. The post says investors are debating whether an AI bubble is about to pop and that a few weak firms, including CoreWeave, have been hit hard.

NEAR Governance Votes to Lower Issuance Cap to 1.6% Over 24 Months

NEAR governance approved a plan to lower the issuance cap to 1.6% through a 24-month reduction, according to The Defiant. The post states the change would lower staking rewards and that Security Council ratification and a validator-adopted protocol upgrade are still required before activation.

Tom Lee calls bottom on AI stock selloff, citing tight supply and crypto resilience

Fundstrat strategist Tom Lee called a bottom on the AI stock selloff, according to Decrypt. He said constraints on AI spending have slowed growth without ending the boom, and that crypto's response to the Binance hack suggests sellers may already be exhausted.

Akash stakers approve move from Cosmos to Solana

Akash stakers have approved a move of the project from Cosmos to Solana, according to The Defiant. The report says AKT can launch on Solana after two audits, but moving the compute marketplace and ending staking rewards still require a separate cutover vote.

BNB Chain adds payment lane to testnet in Jenner upgrade

The Defiant reports that BNB Chain has brought a payment lane to testnet as part of its Jenner upgrade. The post states the upgrade introduces a default 5% gas reservation for eligible payments, while token listings and CAS20 activation require separate governance steps.

• BNB −0.19%1h 0.4σ

Anthropic says Claude wrote Linux exploit; Red Hat patched, Ubuntu not

Anthropic claims its Claude model wrote an attack that can take over a Linux server without a password, according to Decrypt. The report states Red Hat patched the issue on Sunday while Ubuntu still has no fix.

Liquid reserve gap falls to 250 BTC after 300 BTC top-up

The Defiant reports that the estimated liquid Bitcoin reserve gap has fallen to 250 BTC following a 300 BTC top-up. The post states estimated L-BTC backing rose to 94.14%, while the federation's recovery plan requires full reserves before direct peg-outs resume.

• BTC +0.08%1h 0.2σ

Vertex stock rises after Q3 beat and 2026 sales guidance hike

Investor's Business Daily reported that Vertex stock rose late Monday after better-than-expected third-quarter sales and a guidance boost following its Crinetics close. The post states the company hiked its 2026 sales guidance.

Hinge Health stock rises after Q3 beat and raised revenue guidance

Investor's Business Daily reported that Hinge Health, an IPO stock, advanced after a solid third-quarter beat and a revenue guidance raise announced late Monday. The post attributes the move to those results and gives no specific figures.

Nvidia stock falls below 200-day moving average ahead of Q3 earnings

Investor's Business Daily reported that Nvidia stock fell below its 200-day moving average as of Monday, and that the company has scheduled its third-quarter results for Nov. 17. The post framed the move as sell signals while asking whether Nvidia is a buy now.

• NVDA measuring…

AI trade falls as Marvell and Lumentum plunge; Apple drops on earnings

Investor's Business Daily reported that the AI trade dived on Monday, with Marvell and Lumentum plunging, while Apple stock dropped on earnings late. The post also stated that the midterm elections are Tuesday.

• AAPL measuring…

Swan founder says AI poses greater threat to Bitcoin than quantum computing

The founder of Swan Bitcoin claimed that AI poses a greater threat to Bitcoin than quantum computing, warning that hackers are using large language models to exploit security flaws with just a few prompts. The post attributes the warning to the Swan Bitcoin founder without naming them or citing further confirmation.

• BTC measuring…

Stock market extends losses as oil plunges 8%; Marvell, Lumentum dive on deal news

Investor's Business Daily reported that the stock market extended losses Monday even as oil prices plunged 8%. The post said Advanced Micro Devices fell hard ahead of Tuesday's earnings report, and that Marvell and Lumentum dived on deal news.

• AMD measuring…

Leaks point to unreleased Claude and GPT models in testing

Decrypt reports that users say Claude is routing some requests to a stronger unreleased model, that a Mythos 5.5 label appeared in Anthropic's site code, and that OpenAI appears to be testing GPT-6.2 Astra. The report attributes these indications to leaks and user reports, with no confirmation stated.

KCNA statement says US linking DPRK to Binance theft is a provocation

A KCNA press statement attributed to Kim Yo Jong, department director of the Workers' Party of Korea Central Committee, says billions of dollars in cryptocurrency was stolen from Binance and that the US has again linked the incident to the DPRK. The statement says the FBI is trying to brand the DPRK a "cyber criminal state" over the alleged involvement of a DPRK-supported hacking organization, and calls the US assertion "an absurd rhetoric and nothing new."

Apollo launches European Credit Company with over €10 billion lending capacity

Apollo launched European Credit Company on Monday, according to HedgeCo.Net. The platform is dedicated to European performing credit, including corporate and asset-backed lending, with more than €10 billion of lending capacity stated in the excerpt.

CVC closes debut credit secondaries fund above €500 million

HedgeCo.Net reports that CVC Capital Partners has closed on more than €500 million for its first credit secondaries vehicle, CVC Secondaries Debt Fund I, citing the firm's third-quarter update. The post states the raise came in ahead of a $500 million target.

ValueQuest Tristar Fund raises over ₹2,100 crore for Indian advanced manufacturing

ValueQuest Tristar Fund, an Indian private equity fund focused on advanced manufacturing, said Monday it has secured more than ₹2,100 crore, or about $221 million, according to HedgeCo.Net. The report states the raise exceeded the fund's target and greenshoe.

EAAA India Alternatives opens at ₹1,675.5 in muted market debut after ₹1,200 crore IPO

HedgeCo.Net reports that EAAA India Alternatives, the real assets and private credit manager controlled by Edelweiss, began trading on the NSE and BSE on Monday, opening at ₹1,675.5. The post describes the debut as muted following a ₹1,200 crore IPO.

Abu Dhabi royal family office launches LNG fund targeting $1.2B initial close

HedgeCo.Net reports that the Private Department of Sheikh Mohammed bin Khalid Al Nahyan, with affiliate KSH Investments, launched the Pvt Dpt – LNG Fund (CEIC) IC. The post states the fund targets a $1.2 billion initial close and is tied to MidOcean Energy and EIG.

Bitcoin Suisse CEO says Switzerland has lost interest in cryptocurrencies

Posts report that the CEO of Bitcoin Suisse said Switzerland has lost interest in cryptocurrencies. Both posts carry the same headline and attribute the statement to the Bitcoin Suisse CEO; no further figures, timing or response are given.

Reddit post says Google is launching institutional Bitcoin custody on GCP

A post on r/Bitcoin claims that Google is launching institutional Bitcoin custody on Google Cloud Platform (GCP). The post cites GCP documentation as its source and offers no further detail, confirmation or timing.

• BTC −0.06%1h 0.2σ

South Korea proposes record budget with $16B for chips and AI, $3.5B for sovereign AI model

A r/stocks post reports that South Korea's record new budget raises total spending 12.8% year over year, with 21.3 trillion won ($16B) for semiconductors, physical AI and AI data centers and 4.7 trillion won ($3.5B) for a high-performance sovereign AI model. The post also cites October exports of $115.3B, a $42.5B trade surplus, an IMF forecast of 3.3% GDP growth in 2026, and President Lee Jae Myung saying the plan brings virtually no net increase in government debt.

Reddit Q3 beat guidance but stock fell 29% as US daily users declined

A Reddit post analysing Reddit's Q3 results says the company beat its own guidance on revenue and adjusted EBITDA, yet the stock fell 29% on 10/30. The post cites the 10-Q showing US daily active uniques fell 5% quarter over quarter, driven by a 2.8 million drop in logged-out visitors, which it links to third-party search engine changes.