Digital Asset
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Research

Bithumb Investigates Internal System Breach; Customer Assets Reported Safe

Summary: Bithumb investigates a data leak from its internal mobile system, notifying regulators while asserting customer assets remain safe due to system separation. The breach adds to a wave of cyberattacks affecting 16 South Korean financial firms, including Daishin Securities and Mirae Asset.

Robinhood Misses Q3 Earnings as Prediction Market Revenue Hits Record High

Summary: Robinhood missed Q3 earnings expectations with $0.51 per share against $0.55 projected, despite record revenue from event contracts rising to $173 million. Crypto revenue grew sequentially but fell 55% year-over-year, prompting narrowed 2026 cost guidance and after-hours share declines.

VanEck Launches Wealth Builder ETF With Indirect Bitcoin Exposure on NYSE

Summary: VanEck launched the Wealth Builder ETF (WBMO) on the NYSE, bundling stocks, bonds, gold, and indirect bitcoin exposure into one actively managed fund. The product offers a 0.26% net expense ratio but holds no direct bitcoin, relying instead on a Cayman subsidiary investing in exchange-traded products.

Luxor Raises $16 Million Led by CMT Digital to Scale AI Compute Trading

Summary: Bitcoin miner Luxor raised $16 million led by CMT Digital to expand its AI hardware brokerage and compute trading. The funds will scale its agentic cloud platform and derivative desks, leveraging existing energy and hardware infrastructure to address tightening AI supply chains.

Bitcoin Long-Term Holders Reduce Sales as CryptoQuant Sees Early Bullish Signal

Summary: CryptoQuant data shows long-term Bitcoin holders reducing sales, a pattern historically preceding rallies, with the 18-month-plus cohort's realized cap share peaking at 26.98%. Galaxy Digital notes dormant coin supply dropped to 34,000 BTC monthly in 2026, supporting a bullish outlook despite mid-term holders remaining in net loss.

Hackers Drain $953K From Bloom Bot Wallets in Under Two Minutes

Summary: Hackers drained $953,000 from 48 wallets linked to Telegram bot Bloom in under two minutes. Bitquery confirmed the theft involved Solana transfers signed with private keys, while Bloom blamed a third-party module vulnerability and promised full reimbursement.

Unitree Shares Surge Two-Thirds as Investors Bet on AI-Powered Humanoid Robots

Summary: Unitree Robotics shares jumped nearly two-thirds since mid-October, reaching a $40.8 billion valuation as investors bet on AI-driven physical robotics. JPMorgan upgraded the stock to overweight, citing progress in large model integration despite noted security flaws in the company's humanoid units.