Summary: Strategy posted record Q3 2026 operating income of $20.91 billion driven by Bitcoin price rebounds, despite declining revenue and negative year-to-date BTC yield. The company repurchased $2.04 billion in STRC preferred stock while CFO Andrew Kang announced his departure.
Summary: Binance hackers are swapping frozen stablecoins into Ethereum via Uniswap and Aave to evade asset freezes. Aave paused its V3 markets after attackers borrowed 19,762 ETH against USDT. Approximately $570 million in ETH remains idle in attacker wallets, highlighting the limits of centralized fund recovery.
Summary: Coinbase posted $719 million Q3 net income, largely driven by $715 million in crypto holding gains. Adjusted net income was $78 million. Revenue fell 35% year-over-year to $1.22 billion, while prediction markets surpassed $200 million in annualized revenue.
Summary: Public companies' share of blockchain revenue doubled to 16% in 2026 despite an overall industry decline. Broader economic activities like tokenization surpassed infrastructure revenue for the first time, signaling a shift toward institutional utility.
Summary: About $11 billion in Bitcoin options expire Friday on Deribit, comprising 135,000 BTC. With 86% of contracts out of the money, actual settlement impact is limited to roughly $130 million, though hedging flows may influence volatility near the $78,000 max pain level.
Summary: Glassnode identifies 4 million BTC held by long-term investors above $85K as key resistance. With ETF holders near break-even and Fed rates unchanged, analysts warn selling pressure may cap recovery efforts.
Summary: ECB holds key rates unchanged at 2.50%, 2.65%, and 2.90% amid rising energy prices. The Governing Council cites stable underlying inflation and muted wage responses, adopting a data-dependent approach without pre-committing to a specific rate path.
Summary: ECB holds rates as energy shocks boost inflation to 3.8% but weigh on growth. Governing Council adopts data-dependent approach, noting tightened financing conditions and stable underlying inflation amid rising uncertainty.
Summary: OKX survey shows 19% of European investors rank crypto above retirement plans for wealth, unlike US preferences. Real estate leads globally at 34%. Younger Europeans cite pension shortfalls, while US boomers remain skeptical despite recent regulatory easing efforts.
Summary: Bitcoin faces strong resistance at $84K-$85K due to supply shifts by a large holder and long-term investors seeking breakeven sales. Glassnode notes 864,520 BTC moved in Nov 2025, while LTH SOPR remains below 1, signaling aggregate losses.
Summary: Bitcoin ETFs added $137M on Wednesday, pushing October net flows positive at $111M after a three-day inflow streak. Meanwhile, Ether ETFs saw continued withdrawals, losing $21M daily and totaling $1.35B in monthly outflows.
Summary: Singapore police report $2.7M in losses from tampered Ledger wallets found in local retail stores. Preliminary investigations reveal malicious hardware components, preceding wider global disclosures by nearly a month. Ledger has suspended sales in seven Asian jurisdictions amid ongoing probes.
Summary: Bitcoin faces headwinds after the Fed held rates at 3.75%-4% with hawkish inflation warnings. Analysts note the asset competes with near-4% risk-free returns, while markets await PCE data and tech earnings for directional cues.
Summary: Upwind Security raised $400M in a Series C led by Bessemer Venture Partners, reaching a $3.8B valuation. The firm reports quadrupled 2026 revenue and will fund AI sensors and agent scanners to combat evolving cloud security threats.
Summary: OpenAI reportedly plans to buy Google's TPUs to reduce Nvidia dependence, following earlier rental tests. The deal's terms are unconfirmed, but hiring engineers for TPU optimization signals active integration efforts amidst broader hardware diversification strategies.
Summary: Anthropic found analysts matched AI agents' hidden random preferences in 86% of decisions, far above chance. Despite adopting the AI's arguments, only 15% credited the agent, challenging the reliability of human-in-the-loop oversight.
Summary: A reported hack of the US Federal Election Commission filing system has obscured last-minute spending by crypto-aligned Super PACs just six days before the 2026 midterms. The outage prevents timely disclosure of expenditures, raising transparency concerns for groups like Fairshake and Digital Freedom Fund.
Summary: Strategy shareholders approved daily dividend accruals for four preferred stocks, aiming to boost liquidity and market efficiency. The change supports the company's Bitcoin Treasury strategy by enhancing the appeal of its Digital Credit instruments, with implementation pending board action.
Summary: Google Cloud updated documentation for its Multi-party Compute service, targeting institutional Bitcoin custody by enabling joint transaction signing without single-key control. The preview product precedes a New York symposium featuring speakers from Morgan Stanley, Citi, and Wells Fargo.
Summary: Galaxy’s Alex Thorn declares Bitcoin’s bottom is in, citing the asset’s recent reclaim of the 50-week moving average. Historical data shows prior similar reclaims resulted in maximum annual drawdowns of 8.4%, though the sample size remains small.