🚨 MARA sold 13,597 $BTC (~$1.1B) after Q3 closed and used $750M to repay all of its bitcoin-backed loans (10-Q filed Nov 9)
🔹 Loans repaid: Coinbase Credit ($450M) and Two Prime, taken out on Aug 4
🔹 All 17,477 $BTC pledged as collateral was returned
🔹 Less than 5% of its bitcoin is now loaned or pledged
🔹 Total debt is down $1.4B (37%) since January
MARA: “not a pivot away from bitcoin”, and the repayment “decreased our exposure to bitcoin price volatility.”
📊 Q3 revenue: $164.2M (-35% YoY), with 2,247 $BTC mined
📊 MARA has sold ~26,984 $BTC in 2026
Other miners are selling too: Riot sold 10,599 $BTC ($751.5M) in Q3, and Hut 8 sold ~$250M.
MARA is pushing into AI and power, with a $500M buyback approved.
#Bitcoin #MARA #Mining
🚨 Fed Rate Hike Odds Hit 84% as Bitcoin ETFs Bleed $1.28B!
📉 US spot $BTC ETFs recorded $1.28 billion in outflows last week, their largest weekly loss since late June.
📊 CME FedWatch:
• 84.4% odds of a December rate hike
• 15.6% odds of rates holding steady
Rising rate expectations and institutional outflows are adding pressure to crypto markets.
Will Bitcoin face another major sell-off? 👀
🚨 Bitcoin’s 7-week streak above the 50-week moving average is over.
$BTC closed the week at $74,968, slipping below the key indicator for the first time since September.
📊 In the 2012 and 2020 cycles, similar breakdowns occurred without breaking the bear market lows.
🔑 The critical level to watch now is $59,517. If it holds, the current cycle bottom may remain intact.
Will history repeat itself?
🔓 More than $623.9M in token unlocks hit the market in the second week of November
1️⃣ $ALLO (Allora), Nov 11: 160.22M tokens (~$23.14M), 65.54% of released supply, mostly to early backers (102.47M) and core contributors (57.75M)
2️⃣ ethereum:0xa27ec0006e59f245217ff08cd52a7e8b169e62d2, Nov 13: 797.50M tokens (~$9.88M), 31.81% of released supply, all to the foundation
3️⃣ $CONX (Connex), Nov 15: 1.32M tokens (~$17.01M), 1.37% of released supply
Also on the radar: $YZY, $BABY, $APT.
The $ALLO, $CONX and ethereum:0xa27ec0006e59f245217ff08cd52a7e8b169e62d2 unlocks are pending verification (Tokenomist), so those figures are projections.
#TokenUnlocks #Crypto
🚨 Wallets linked to Trump Media sent ~4,259 $BTC (~$342M) to Crypto.com, per Arkham
🔹 Two batches of 2,140.03 and 2,119.31 $BTC at 02:17 UTC
🔹 The coins came from addresses labeled “2028 Convertible Notes Collateral”
🔹 ~30% of the company’s reported ~14,139 $BTC as of Jul 31
⚠️ A Nov 2 filing says convertible noteholders can require repayment on Nov 30 (~$1B). The company warned it may have to sell bitcoin or other digital assets if refinancing falls short.
Earlier similar transfers in May and August were described as trading strategy and custody management, not sales. An exchange transfer doesn’t confirm a sale.
$BTC trades near $80.4K.
#Bitcoin #TrumpMedia #Crypto
Binance Co-CEO Richard Teng sat down with Fox to talk about the recent security incident. Worth a watch 👇
He opened with an apology: “this should not have happened.” He described it as a highly sophisticated, multi-month campaign that the FBI has attributed to North Korea. The attackers used fake recruitment interviews, malicious software disguised as developer tools, and AI techniques. Not one mistake or one click.
What stood out to me is the response:
🛡 Users came first
Binance said it bears the full financial impact. It set aside more than 100% of the amount and has replenished 98% of impacted assets. The remaining 2% are less liquid tokens being procured without disrupting markets. You can verify balances yourself through Proof of Reserve.
🔒 The holes are closed
All identified entry points have been closed and affected systems rebuilt or replaced. Device controls are tighter, wallet-service risk controls are stronger, and AI anomaly detection has been expanded.
🚨 This wasn’t a one-off threat
Binance says it detected and prevented 57 other suspected North Korea-linked cyberthreat cases this year.
💰 Recovering what can be recovered
Working with law enforcement, issuers and blockchain intelligence firms, about $2.85B has been frozen or intercepted so far.
The bigger lesson is for the whole industry:
⚡ Attacks are scaling fast: from one hack a month, to one a week, to four exchanges in a single day. AI is shortening attack timelines and making them more sophisticated.
🤖 The only defence that scales against AI is AI. Security has to be AI-driven and run at AI speed.
🤝 That means crypto firms working closely with leading AI and security companies, and investing heavily in engineers, AI tools and embedded AI security.
As Richard put it, if this can happen to a platform spending heavily on security, it can happen to anyone. What matters is how you protect users and get stronger afterwards.
Full details are in Binance’s official security report 👇
teapaw.org/binance/status/2117626…
📈 $BTC is up to $78,380 in a V-shaped comeback, after an early low just below $76K, as midterm uncertainty fades
🗳️ Early reports show Democrats winning both chambers of Congress, but analysts say it was largely priced in (Polymarket had Democrats above 75%). The bigger driver was the removal of uncertainty.
📊 Election-day $BTC options volume hit ~$660M, with ~$420M of calls bought vs ~$105M sold
🔻 US spot $BTC ETFs: $515M in outflows last month, and the same again in the first two trading days of November
Altcoins: $ETH $2,324 (+3.1%), $XRP $1.28 (+2.4%), $HYPE $86.87 (+4.1%), $SOL $93.27 (+1.6%)
10x Research’s Markus Thielen says $BTC is oversold on the daily and could rally toward $82K. Resistance sits at $80K-$82K.
#Bitcoin #Midterms #Crypto
🏦 OKX’s 49th proof-of-reserves report (Nov 1 snapshot) shows customer $BTC up 9.66% from the Oct 3 snapshot to 156,609 BTC, an increase of 13,800 BTC (~$1B+)
📊 Total customer holdings: ~$12.04B
📊 $ETH: +2.95% to 1.92M
📊 $USDT: -9% to 7.96B
📊 ethereum:0x75231f58b43240c9718dd58b4967c5114342a86c: -0.08% to 19.68M
The snapshot doesn’t show how much of the $BTC increase arrived after the Binance hack.
Binance context:
🔻 Lost $6.3B to hackers
🔻 Tracked assets fell from ~$144.9B (Oct 29) to ~$128.3B (Nov 2)
🧊 Tether froze $1.5B+ tied to the hack
🔄 Binance plans new reserve snapshots on Nov 4
OKX’s 50th report in early December will be the first to cover a full month after the hack.
#OKX #Binance #Crypto
📉 $BTC fell below $77,000 on Tuesday as a chip selloff spread to global markets, wiping out Monday's rebound and sitting just under the ~$77,600 low from late Sunday
🔻 $ETH: -2%, just above $2,250
🔻 $ZEC: -10% to ~$1,140
🔻 $HYPE: -5% to ~$84
🔻 $SOL: -3% to ~$92
🔹 $XRP: flat at $1.25
🟢 $TRX: +2%
📊 US chipmakers' 3-day slide extended to 12%
📊 Nasdaq 100 is 10% below its peak, a correction
📊 Kospi fell more than 3%
Oil plunged on hopes the Iran war is nearing its end, but sentiment didn't lift.
US midterm results are expected as Asian markets open Wednesday.
#Bitcoin #Crypto
🔓 More than $879.9M in token unlocks hit the market in the first week of November
1️⃣ $BTW (Bitway), Nov 2: 101.63M tokens (~$109.66M), 3.37% of released supply
2️⃣ $KITE, Nov 3: 640M tokens (~$78.30M), 17.41% of released supply, going to team/advisors (400M) and investors (240M)
3️⃣ $HYPE, Nov 6: 180,000 tokens (~$15.72M), 0.08% of released supply, all to core contributors (the schedule listed 9.92M, but the team committed to only 180K)
Also on the radar: $MMT, $ENA, $HMX.
The $BTW and $KITE unlocks are pending verification (Tokenomist), so those figures are projections.
#TokenUnlocks #Crypto
📉 $BTC closed October down 7.32%, its worst October since 2014 and the first back-to-back October decline in 14 years
Why:
🔹 The $6.3B Binance hack on Oct 29 (~$3B in stolen assets reportedly frozen; Binance pledged to cover user losses)
🔹 $1.5B+ in liquidations in the first 24 hours
🔹 ~$643M in US spot ETF outflows on Oct 30
Across 16 Octobers since 2010, 11 were positive, with a median gain of 12.9%.
$BTC is down ~11.2% in 2026. Over the last 7 days it traded between $76,337 and $81,840.
Levels to watch:
🔻 Support: $76K-$76.5K, then $75K and $73K
🔼 Reclaim $78K-$80K to improve the near-term picture
November’s median return is +10.3%.
#Bitcoin #Uptober #Crypto
Wise Crypto retweeted
Investigation update: Our initial investigation suggested that the security incident may have involved a compromised laptop, however our subsequent investigation has uncovered additional points of breach.
This was a complex attack, and we are doing all we can in coordination with law enforcement to resolve it. We are still gathering the facts, and will share more directly as we have them.
Binance will cover all losses from the SAFU fund and the company’s funds. User funds are safe.
We are still on track towards the expected timeline to resume the withdrawal service in 45 hours. Deposits remain unaffected.
The outflows ceased when we paused withdrawal service earlier. We are still working with partners to freeze many of the impacted assets, and have frozen around $3 billion thus far.
We will continue to provide further updates through official Binance channels as more verified information becomes available.
Wise Crypto retweeted
Binance's initial investigation suggests that the security incident may involve a compromised DevOps engineer’s laptop, which allowed an attacker to gain access to a service container and submit unauthorized withdrawal transactions. We have found no evidence of any wallet private key leak. We will share a detailed technical post-mortem once the investigation is complete and the facts are fully verified.
The estimated total impact sits at around $6.3B. We have worked with blockchain partners to freeze affected assets, with ~$3 billion frozen on-chain so far.
Binance will cover all losses from the SAFU fund and the company’s funds. User funds are safe. We will also publish an updated Proof of Reserves once the remediation is complete.
As an immediate precaution, Binance has:
- temporarily suspended deposits and withdrawals while security checks are completed;
- revoked the affected address authorisation;
- engaged law enforcement and blockchain intelligence partners to trace and recover funds.
Our teams are working around the clock to resolve this issue safely and thoroughly. We are working closely with our law enforcement partners to confirm the identity of these criminals and bring them to justice.
Please rely only on official Binance channels for updates. Please feel free to contact Binance Customer Support if you have any further questions.
binance.com/en/support/annou…
🔻 $ETH is on course for its worst October since 2018, down 13.6% this month and trading at $2,328 (2018: -15.5%)
📊 US spot $ETH ETFs: ~$1.35B in outflows, with net outflows on 17 of 20 trading days (SoSoValue). That’s the 2nd-largest monthly outflow on record, behind only Nov 2025 ($1.42B)
🐋 Long-dormant wallets moved ~56,000 $ETH (over $140M) between Oct 5-29, and 4 of the 5 largest transfers went straight to Coinbase or Kraken
🐋 Latest: a wallet idle for 3 years sent its full 2,119 $ETH to Coinbase
An exchange deposit doesn’t prove a sale.
Levels to watch:
🔹 Reclaim $2,400 for the first sign of strength
🔹 Hold $2,295; a break opens support at $2,207-$1,725
#Ethereum #ETH #Crypto
💰 The USDC sitting in my Binance Futures account used to just… sit there as margin.
Now it can earn a 2% APR reward while I trade 👀
Here's how it works, simply:
💰 What counts
USDC you already hold in your Binance Futures or Portfolio Margin account. Rewards apply to eligible Net USDC Holding up to $1,000,000.
📊 How to qualify
Trade at least $2,500 in USDC-M Futures volume during each weekly period. Hit it, and you get that week's rewards.
🗓 Four weeks, four chances
• Week 1: Oct 27 – Nov 2
• Week 2: Nov 3 – 9
• Week 3: Nov 10 – 16
• Week 4: Nov 17 – 23
Each week has its own threshold and its own settlement. Miss one? There are still others left.
🧮 The math (Binance's own example)
Daily reward = min(daily avg Net USDC Holding, $1M) × 2% ÷ 365
Someone holding $1.5M in USDC with $3K in weekly USDC-M volume gets ≈ $383.56 for the week. Only the first $1M counts.
⚙️ Good to know
• Holdings are snapshotted at random times each day
• Rewards accrue daily and are paid weekly in USDC to your Spot account, within 5 calendar days after each week ends (excluding weekends and UAE public holidays)
• Portfolio Margin users: your Margin USDC balance counts too, minus any USDC liability
• Sub-accounts are aggregated under the master account
• Negative Net USDC Holding doesn't earn rewards
⚠️ Fine print
Identity-verified master accounts only. Broker accounts aren't eligible. The 2% APR is an annualized illustration of the maximum reward. It's not interest, and it's not a guaranteed return.
If you're already trading USDC-M Futures, this is basically a bonus on collateral you were holding anyway.
Are you keeping USDC in your Futures account? 👇
#NFA #DYOR
🚀 Galaxy says #Bitcoin’s bear market ended in June and conditions favor a return to $125K (Alex Thorn, head of firmwide research)
Thorn: “Bitcoin has proven its ability to run to at least $125K”
Why:
🔹 $BTC logged 5 straight weekly closes above its 50-week average after 44 weeks below it
🔹 The 53% max drawdown was shallower than in prior bear markets
🔹 Spot ETFs added 87,000 BTC after the June low
🔹 Long-dormant coin movement fell to 34K BTC in 2026, from 67K in 2024
🔹 Stablecoin supply is up 129% since early 2024 to $304B, which he reads as capital staying in crypto
The thesis weakens on a weekly close below the 50-week average (~$76.5K) that isn’t recovered within a month, or if ETF holdings fall below 1.22M BTC.
$BTC trades near $81K.
#Bitcoin #Galaxy #Crypto
🐋 Three fresh Solana wallets, likely one whale, moved 482,228 $SOL (~$49.17M) over 3 days starting Oct 23
🔹 171,430 $SOL (~$17.3M) has been deposited to exchanges so far (Lookonchain)
🔹 ~291,700 $SOL (~$29M) still sits in the 3 wallets, which are still sending transactions
Onchain analysts say the wallets were all intended for sale.
📉 $SOL trades near $100, down 17% in 30 days and 66% below its $293.31 ATH
Supportive points: ~71% of $SOL supply is staked, and Circle has minted $112B of $USDC on Solana in 2026.
#Solana #SOL #Crypto
💵 The stablecoin market cap has shed $12.73B since May 22 and now sits at $300.36B (DefiLlama, Oct 25)
🔻 $USDC: $71.74B, down $4.69B in 30 days, about 80% of the monthly contraction
🔻 $USDT: $182.42B (60.74% share), down $1.29B in 30 days
🔻 $USD1: -$444.67M, $USDe: -$305.61M
🟢 $PYUSD: +$239.53M, $USDf: +$511.16M
🔻 Tokenized Treasuries: $16.2B (Aug 12) to $14.65B (Oct 25)
Crypto’s dry powder is thinning, with $BTC near $80K, well below its $126K peak. But supply alone can’t show whether capital left crypto or just moved elsewhere.
#Stablecoins #Crypto
