Leaf963.eth 🍃

BREAKING: ETH drops about 5% in under an hour, BTC slips under $77K ETH fell from about $2,388 at 2:30 PM UK to about $2,264 at 3:25 PM UK on Coinbase, about 5.2% down. It's now about $2,278. BTC fell from about $79,544 to about $76,057 over the same stretch, about 4.4% down. It's now about $76,350. Cause: a risk-off wave after the US open. US stocks reportedly lost about $1T in value (Nvidia down 3 to 4%, AMD about 10%, Tesla about 6%), and crypto followed. Leverage flush: about $400M of crypto long bets were reportedly wiped out in 60 minutes (Watcher Guru, 3:19 PM UK). Big wallets: 1,417 BTC (about $109M) moved into Coinbase Institutional at 3:15 PM UK, and 1,290 BTC (about $99M) moved out at 3:29 PM UK (Whale Alert). Status: this is a market move, not a hack. No exchange halts, and USDT and USDC are holding their $1 peg. Safety tip: go easy on leverage while it's this choppy, use stop losses, and don't panic sell into a liquidation wick. Sources: Coinbase price data, Whale Alert, Watcher Guru, X News. Leaf963

12 PM Brief, Wed Nov 4 (UK) BTC about $78,200 (+1.6% 24h), ETH about $2,321 (+2.5%), SOL about $93, XRP about $1.28 (CoinGecko, about 12:10 PM UK). Green tape is holding after the midterm dip. Fear and Greed 34 (Fear). USDT and USDC on peg. Stablecoins Circle posted strong Q3 numbers: revenue plus reserve income up 17% YoY to $865M, net income $226M, adjusted EBITDA $317M (up 85%) (Circle 8-K, 11:35 AM UK) Average USDC circulation was $73.3B (up 8%), with $73.9B at quarter end. Onchain USDC volume hit $13.9T in Q3, up 49% Arc mainnet went live Sept 16 with 100+ institutional builders. The ARC genesis mint is done (10B tokens), and proof of stake is targeted for 2027 Circle Payments Network is at $41.3B annualized volume with 205 financial institutions enrolled. The Tazapay deal is expected to close in 2027 Earnings call at 1 PM UK, live on X and YouTube (Circle) Ethereum L2BEAT is now ETHBEAT, announced at Devcon 8 in Mumbai (9:36 AM UK). Same L2 risk coverage, now widening to privacy, interop and staking (ETHBEAT) Devcon 8 runs through Nov 6 ETH NFTs Quiet morning for BEARISH, Genuine Undead, A Kid Called Beast, Bad Egg Co, The Plague and Spaceriderz, with no verified drops or launches since 9 AM UK Meanwhile Hong Kong reportedly passed its crypto tax reporting law (OECD CARF), with data collection starting in 2027 (Wu Blockchain, 10:43 AM UK) Sherrod Brown reportedly won the Ohio Senate race despite more than $64M in crypto industry spending (Wu Blockchain, citing Eleanor Terrett) About 666 BTC (about $52M) moved from Coinbase Institutional to an unknown wallet (Whale Alert, 11:49 AM UK) Crédit Mutuel Arkéa reportedly says its roughly $133M theft is contained, with no client losses Leaf963

9 PM Brief, Tue Nov 3 - BTC about $77,800 (+1.4% 24h), holding above $77K as US midterm polls close. - ETH about $2,289 (+1.8%), still beating BTC, with ETH/BTC about 0.0294. SOL about $93.5 (+2.1%), XRP about $1.28 (+2.6%), BNB about $699 (+0.6%). - Fear and Greed is 26 (Fear), and USDT and USDC are on peg. - Macro: midterm results come in overnight UK time and are the next big swing factor for risk. Lead: a central bank that can hold Bitcoin. - Bhutan's King signed a royal decree turning the Gelephu Financial Services Office into the Gelephu Central Bank, as confirmed by the state broadcaster BBS. - The new bank will run monetary policy and reserves for Gelephu Mindfulness City, and it's allowed to invest in digital assets and crypto alongside conventional reserves. - This gives it permission to buy, not an order to. No BTC amount has been set yet. Last December Bhutan pledged up to 10,000 BTC, mined with hydropower, to the city. Ethereum gets Wall Street shares - Bullish (NYSE: BLSH) named Ethereum, Solana and Aptos as the first networks for issuer-sponsored tokenized shares, according to its Nov 3 release. - Solana is already live, and Ethereum and Aptos come next. Equiniti keeps the official shareholder record. - This follows the transfer of 61 million tokenized BLSH shares demoed at the NYSE on Oct 27. There's no Ethereum launch date yet. ETH treasuries put their coins to work. - A Kairos Research report on 28 ETH treasuries counts about 8.03M ETH held by public companies, about 6.6% of supply. - According to the report, about 74% of visible treasury ETH is staked. With staking yield near 2.2%, firms are adding lending and other strategies. Ethereum NFTs - BAYC is reportedly seeing returning holders and new buyers around a floor of about 5.7 ETH, with clean apes trading at 6 to 7 ETH. - BAYC still topped the 5:45 PM board on 24h volume, ahead of 6529 Gradient and CryptoPunks. Meanwhile - Analysts are flagging ETH/BTC breaking above a multi-month downtrend. That's chart talk until it holds through the week. - A viral claim that Satoshi's wallets moved coins hasn't been confirmed by any onchain tracker. - Stablecoin supply dipped to about $291.2B over 30 days, per CryptoQuant data, while tokenized Treasuries reportedly top $46B. - Jim Cramer posted "Crypto put us on" with no context, and inverse-Cramer memes followed. - Next up: midterm results overnight, the 9 AM brief, ZEC NU7 and Bitcoin Amsterdam on Nov 5, and Devcon day 2 tomorrow. Leaf963 Sources: BBS (Bhutan's state broadcaster), Bullish (bullish.com/), Kairos Research, CryptoQuant, CoinGecko (coingecko.com/) and alternative.me (alternative.me/crypto/fear-a…).

LIVE ALERT, 7:33 PM UK New Jersey drops its Coinbase staking case. - New Jersey has formally dropped its staking lawsuit against Coinbase and lifted its cease-and-desist order. - Coinbase says NJ users can resume staking after more than 3 years of missed rewards. - Brian Armstrong says NJ users will be able to stake again "very soon", adding "we keep fighting (and winning) these cases." - It's another state-level win for US staking access. - Tape: BTC is still under $77,000 after about $250M in reported liquidations over 24h, so this is a welcome green headline. Sources: Coinbase repost of Molly Abraham's announcement. Brian Armstrong. (nitter.gq/brian_armstrong/status…) Leaf963

6 PM Brief, Mon Nov 2 Tape (6:10 PM UK) BTC about $77,200 (-0.9% 24h) after a quick dip under $77,000 around 5:50 PM UK. Support sits at $75,800 to $76,000, and $80,000 is the bull line. ETH about $2,262 (flat 24h), back above $2,250. SOL about $92.4 (-2.3%), XRP about $1.24, BNB about $700 (-1.5%). Watcher.Guru reports about $100M of longs liquidated in an hour on that dip. Fear and Greed 37 (Fear) Macro: the US midterms are tomorrow (Nov 3), and Kalshi puts the odds of Democrats taking the House at about 93%. The US jobs report is Friday. Tokenization goes Wall Street. NYSE (5:23 PM UK): more transfer agents are joining to support issuer-sponsored tokenized securities on its new NYSE-affiliated tokenized trading venue, and Securitize welcomed the milestone. Securitize added 13 tokenized stocks on Solana, including Salesforce, GameStop, Exxon Mobil, Merck and Lockheed Martin (5:02 PM UK, via Watcher.Guru). Binance recovery 24h net outflows cooled to about $3.29B from an earlier peak near $7B (DefiLlama via WuBlockchain, 4:03 PM UK). Users can now fully verify Binance's Oct 31 proof-of-reserves snapshot (Recovery Update #5). CZ (5:07 PM UK) says Binance covered the losses from its own balance sheet, with no borrowing, asset sales or fundraising. About 5% held in small coins is still being converted. Ethereum Devcon 8 opens in Mumbai tomorrow, the first Devcon in India. The opening ceremony is at 9:30 AM local time, about 4:00 AM UK (EF Devcon). ETH NFTs (24h, CoinGecko) CryptoPunks about 192.7E traded, floor about 30.4E. Punk #4282 sold for 30.25E (about $68,550) at 5:04 PM UK. Pudgy Penguins about 26E traded, floor about 2.35E (-5.2%). BAYC floor about 5.77E (-1.9%), Azuki about 0.49E and flat. Meanwhile Brian Armstrong (5:13 PM UK) urges US voters to check Stand With Crypto's voter hub before the midterms. Lookonchain's weekly report says public companies added 1,462 BTC last week, DEX spot and perp volume rebounded, and stablecoin supply fell about $4.53B. Watcher.Guru (4:02 PM UK) reports the XRP Ledger is set to fix a flaw that could have allowed unauthorized stablecoin creation. XRPL developers haven't shared details yet. Mercado Bitcoin: Arkham says the attacker holds about $46M in crypto. Deposits and withdrawals are still paused. Leaf963

9 PM Brief · Sun Nov 1 BTC about $77,870 (+0.6% 24h), holding the $77K to $78K shelf into the weekly close at midnight UK ETH about $2,263 (+0.5%), BNB about $707 (+0.7%), SOL about $94.3 (-1.3%), XRP about $1.25 Fear and Greed 34 (Fear), unchanged all day. Macro: quiet Sunday night. The first November trading week starts tomorrow, and October's about $12.5B in liquidations suggests a lot of leverage is already flushed Binance: the freeze is helping - 6:11 PM UK: the US Secret Service says its investigators worked with industry partners within minutes of Thursday's theft to identify and freeze a significant portion of the more than $6B taken, and the investigation continues. - 7:36 PM UK: CZ thanked the Secret Service and partners, saying fast action helped contain the damage and cut the risk of knock-on effects. - Flow update: trackers cite about $4.65B out and about $1.01B in since withdrawals reopened, and CZ's "98% choose to stay" line stands. - Hacker fumble: one wallet dumped about 909K PROM into a near-empty Uniswap pool and got about $71 back, per onchain trackers. - Still waiting on the remaining networks, the 100% replenishment update and the post-mortem. Green shoots - ETH bulls are back near $2,260 support. Traders flag reversal patterns, with $2,300 to $2,350 the level to clear (chart chatter, not a signal). - Devcon 8 opens Tuesday in Mumbai (Nov 3 to 6), and India Blockchain Week is underway - Saylor's Sunday orange chart points to a possible Monday buy filing. Strategy holds about 848.5K BTC. ETH NFTs (24h volume, CoinGecko) - CryptoPunks jump back to the top with about 77E traded, floor about 30.4E. - BAYC floor about 5.88E, MAYC about 0.91E, Pudgy Penguins about 2.44E. - CryptoPunks V1 (wrapped) about 9.7E and Lil Pudgys about 8.1E keep the side collections busy. Meanwhile - Rabby Wallet drops MegaETH from its default list on Nov 7. Funds are safe, and you can add chain ID 4326 manually. - A $24.3M 40x BTC long on Hyperliquid is reported to be hovering just above its liquidation zone. Sources: CoinGecko (coingecko.com/) alternative.me (alternative.me/crypto/fear-a…) US Secret Service (nitter.gq/SecretService) CZ (nitter.gq/cz_binance). Flow, PROM and Hyperliquid figures come from onchain-tracker recaps and aren't primary-confirmed. Leaf963

Good morning crypto maniacs, wishing you all a great Halloween weekend. Have a great time with your loved ones! 10 AM Brief · Sat Oct 31 • Calm overnight: BTC is about $77,300 (down about 0.5% in 24h), ETH about $2,241 (up about 0.9%) and SOL about $95. Fear and Greed is at 30, which is fear (CoinGecko 9:15 AM UK, alternative.me). • October looks set to close red. BTC heads into the monthly close about 7 to 8% lower for the month, which would be a second red October in a row (X market summaries). • Macro: Friday's risk-off session still sets the tone, after the Nasdaq 100 fell over 4% as weak tech results hit AI names (Bloomberg). It's the weekend, so there's no US data until Monday. Green shoots • Walmart-backed OnePay now lets select US customers deposit USDC straight into checking. The USDC converts to dollars within moments, with no conversion fee at launch. It works across 12 chains, including Ethereum, Base, Solana and Tempo, and runs on Stripe's Bridge (OnePay, TokenPost) • Ethereum heads to Mumbai. India Blockchain Week runs Nov 1 to 2, then Devcon 8, the Ethereum Foundation's flagship dev conference, runs Nov 3 to 6. It's Devcon's first time in India (Ethereum Foundation, event listings). • The Bitcoin whitepaper turns 18 today. Satoshi shared the 9-page paper on Oct 31, 2008, and the network now sits at about a $1.55T market cap. ETF flows (Friday finals) • BTC ETFs lost about $643.2M, the biggest daily outflow in about four months. IBIT led with about $233.7M out and FBTC about $201.0M out (Farside). • ETH ETFs lost about $155.7M, with ETHA about $76.6M out (Farside). ETH NFTs • FREEDZ, the 8,888-piece typographic PFP built from words the community submitted, sold out on OpenSea on Oct 29 to 30. Holders can burn pieces to claim ETH from secondary royalties (OpenSea, X reports). • BAYC stays lively, with the floor about 6.0 ETH and about 56 ETH traded in 24h. Collectors are swapping for rare Curtis traits on bayc.com/trade (CoinGecko, X reports). • The CryptoPunks floor is about 28.3 ETH on about 162 ETH volume, and Pudgy Penguins are holding about 2.53 ETH (CoinGecko). Meanwhile • Binance had no new official update overnight. Last night's plan stands: withdrawals are targeted to resume by Sun Nov 1, with an initial Proof of Reserves view before Monday and a full report by Mon Nov 2 (Binance). Leaf963

9 PM Brief · Fri Oct 30 • Steady into the weekend: BTC is about $76,800 (down about 2.8% in 24h), ETH about $2,235 (down about 1.2%), SOL about $95 and XRP about $1.25 (up slightly). Fear and Greed is at 30, which is fear (CoinGecko 9:10 PM UK, alternative.me). • Macro: Wall Street closed a rough day. The Nasdaq 100 fell over 4% and the S&P 500 about 2.5% as weak tech results hit AI names. Intel fell about 31%, its worst day in over four decades (Bloomberg). Green shoots • Uber put corporate cash onchain for weekend yield. It used HSBC tokenized deposits on a Thursday to buy a Franklin Templeton tokenized money market fund, then sold it on Sunday, earning about 1.5 extra days of yield. Tradeweb and Fireblocks took part, and Canton Network handled settlement (Bloomberg). • HSBC says the setup is now open to other US corporate clients, and more funds beyond Franklin Templeton are coming. Fireblocks CEO Michael Shaulov expects hundreds of companies to follow within 18 months (Bloomberg, TokenPost). • Monad Foundation is sharing security tools with the whole industry. They include Ultrafuzz, its open-source AI fuzzing tool for Solidity contracts, and its Crypto OpSec Bible for teams (Monad blog, Keone Hon on X). Binance update • Binance posted Security Incident Update #2 at 7:58 PM UK. It is covering the loss with company money: over $6.34B is set aside, with $5B already held in the exact stolen tokens (USDC, USDT, BTC, ETH, BNB) and the rest being bought (Binance, Richard Teng via Decrypt, Cointelegraph). • Next steps: an initial Proof of Reserves view before Monday and a full report by Mon Nov 2. Withdrawals are targeted to resume by Sun Nov 1, and about $3B stays frozen (Binance, TokenPost). ETH NFTs • CryptoPunks still lead with about 240 ETH in 24h volume, and the floor is about 28.5 ETH. Pudgy Penguins traded about 41 ETH, with the floor about 2.53 ETH (CoinGecko). • Hazels is a set of 5,555 hand-drawn anime warrior girls on Ethereum. It rolled out holder branding kits (wallpapers, X headers, Discord banners) and soft staking with no lockup (Hazels, via X reports). • Nuclear Samurai wrapped the animated Marfa FOMO series. It recaps the Art Blocks Marfa weekend, which drew over 800 people from 20 countries (X reports). Meanwhile • Chainalysis says an outside attacker reached some customer contact data (names, emails, roles). It says no investigation data, passwords or credentials were touched, and there's no link to the Binance hack (Chainalysis, via X reports). • Friday's US ETF flow numbers weren't out yet at 9 PM UK. On Thursday, BTC ETFs took in about $17.2M and ETH ETFs lost about $105.5M (Farside). Leaf963

Evening Brief · Fri Oct 30 • Holding below $77K zone: BTC is about $76,750 (down about 4.8% in 24h), ETH about $2,239 (down about 4.2%), SOL about $94, BNB about $700 and XRP about $1.24. Total crypto market cap is about $2.61T, and Fear and Greed is at 30, which is fear (CoinGecko 6:15 PM UK, alternative.me). • Macro: the tech selloff kept going. Coinbase and Strategy shares are down about 12% on the day and Robinhood about 9%. Gold slipped to about $3,880 (CoinDesk, CoinMarketCap). Green shoots • Wall Street says buy the dip: Cantor, TD Cowen and Compass Point all told clients on Friday that the Binance hack won't derail the crypto recovery. Cantor said "this is painful, but it is not 2022" and "we would be buyers on weakness." TD Cowen said "We do not stop using dollars when a bank is robbed" (CoinDesk). • Tether's Q3 attestation by BDO landed at 5 PM UK. It shows about $1.5B net operating profit, a reserve buffer that nearly doubled to about $7.95B from $4.1B, and total reserves of about $191.5B, including $132.4B in US T-bills (Tether, Paolo Ardoino). • Aave reopened deposits and borrowing on all V3 and V4 markets after its precautionary freeze. Its contracts were never affected and positions stayed fully collateralized. Nine assets, including USDT and USDC, stay at zero LTV for now (Aave governance forum, Stani Kulechov). • CFTC Chair Michael Selig said on CNBC that the hack "proves our exact point." He wants a voluntary federal registration option for offshore exchanges, with US-grade cybersecurity rules, and he says the blockchain gives investigators "a very good shot" at tracing the funds (CNBC, CFTC). • Strategy says it will mainly use preferred "digital credit" like STRC to fund new BTC buys. It will save common stock sales for when shares trade above 1x mNAV (Strategy Q3 call, via X reports). Binance update • Yi He at 3:23 PM UK: "User funds are SAFU." She puts the net hit at a bit over $3B, about 2% of user assets and public reserves, and says user holdings stay fully backed (Yi He on X, PANews). • Nothing has changed since 3 PM. Withdrawals are still on track to return within about 40 hours of Teng's 2:32 PM UK update, so around Sunday morning UK, after a fresh Proof of Reserves. About $3B stays frozen (Binance). ETH NFTs • CryptoPunks still lead trading at about 239 ETH in 24h volume, with the floor about 28.5 ETH. BAYC did about 87 ETH in volume and Pudgy Penguins about 36 ETH (CoinGecko). • Crawlers by Slava Rybin is 1,111 interactive onchain-AI pieces, each living on its own Wikipedia-style page. It sold out at 0.02 ETH and the floor is now about 0.05 ETH, roughly 2.5x mint (OpenSea). • FREEDZ revealed today, and collectors report the floor up over 90% since then, with about $177K traded (X reports, totals unverified). Meanwhile • Anchorpoint says its HKD stablecoin HKDAP is coming to Solana. Anchorpoint is the HKMA-licensed issuer backed by Standard Chartered, HKT and Animoca. HKDAP is still in beta on Ethereum and there's no Solana date yet (Anchorpoint, via X reports). • DFINITY now lets people connect Claude to the Internet Computer using Internet Identity, so plain-English prompts can query data and run ICP apps (DFINITY). • Friday's US ETF flow numbers land after the US close. It's the first full day of flows since the hack, so look for them in the 10 PM brief. Leaf963

Altcoins Flash Green · Fri Oct 30 • HYPE leads the pack at about $92, up about 6% on the day. The ICE and trade[XYZ] US perps story keeps drawing big money, including Stan Druckenmiller. • PEPE is up about 5.4% and SKY about 4.5%, and TRX is up about 2.6%, all green against a red tape. • Base locked in its Denim upgrade for Nov 5 at 6 PM UK, bringing five full 200ms blocks every second. • Mercado Bitcoin opened Sui transfers and USDsui to about 4.5M users in Brazil, the first exchange there to do it. Meanwhile • Bitcoin ETFs logged a fourth straight day of inflows, so dip buyers are still showing up. Leaf963

UPDATE: Binance says withdrawals are on track to return within about 40 hours. - Co-CEO Richard Teng posted a video update at 2:32 PM UK, and Binance's official account shared it. - Withdrawals stay paused while Binance rebuilds and retests its whole infrastructure. Teng says Binance is "very hopeful" users can withdraw before the Sunday deadline, and it's on track for within 40 hours, which is about Sunday morning UK. - Teng explained how the attack worked. The attacker used EIP-7702 delegation to get onchain approval over a hot wallet, and that step bypassed Binance's normal approval controls. There were more breach points beyond the compromised laptop, and the attack tools deleted themselves and their traces as they ran. - Binance has set aside $6.34B of company funds to cover losses, and $5B of it is already held in the affected tokens (USDT, USDC, BTC, ETH, BNB and others). It's buying the rest through the market and OTC desks. - Teng says only Binance's own hot wallet was hit and customer funds were never touched. A full proof of reserves report is targeted for Monday, possibly with an early look before then. - Binance still hasn't published an official loss figure. Onchain trackers put it at about $6.3B. - Market at 2:48 PM UK: BTC about $76,900 (down 5.2% in 24h), ETH about $2,231 (down 4.7%), BNB about $697 (down 6.7%), with no 5% hourly move. - Safety tip: ignore "withdrawals are open" links and DMs. Only trust Binance's official app and the @binance account, and never enter your seed phrase or 2FA codes anywhere. Sources: Richard Teng on X. Binance on X (nitter.gq/binance/status/2116176…) Leaf963

Rough 24h. Here's what actually matters 🍃 - Binance was hit by a ~$6B hack. It says it has set aside $6.34B of its own funds to cover users, and Tether and Circle moved fast to freeze ~$1.8B. - BTC lost $78K, with ~$1.1B liquidated, mostly longs. - The Fed held at 3.75–4.00%, with 2 dissenters wanting a hike. - Whales and ETFs are still buying the dip. Covered losses = no damage. Watch withdrawals, not tweets.

Noon Brief · Fri Oct 30 • The tape is steadying. BTC is about $77,440 (down about 3.2% in 24h), ETH about $2,237 (down about 3.6%), SOL about $96.65 and BNB about $700 (down about 5.3%). Total crypto market cap is about $2.6T, down about 6.4%. Fear and Greed is 30, which is fear (CoinGecko 12:15 PM UK, alternative.me). • HYPE is still the green outlier at about $91.93, up about 4.3%, as the ICE and trade[XYZ] US perps story keeps drawing big names like Stan Druckenmiller (CoinGecko, X reports). • On macro, TradFi had the rougher session, and CZ pointed out at 11:28 AM UK that BTC held up better than stocks. Intel's slide and Nasdaq weakness are still the backdrop (CZ on X, CoinDesk). Recovery mode at Binance • At 10:55 AM UK, Binance said it has started restoring affected user assets and is still working with law enforcement and token issuers to trace, freeze and recover more (Binance official X). • It has set aside more than $6.34B of company money to cover the hack, about $5B of it already held in the exact tokens that were taken. It's buying the rest through market and OTC deals, which may take longer for thinly traded tokens (Binance, Reuters, BBC). • About $3B stays frozen on top of the $6.34B pot. Binance says it will show all user funds publicly in a fresh Proof of Reserves (Binance, Reuters). • Arkham's timeline shows about $4.9B left in the first 14 minutes, and $6B moved in 141 transfers across nine chains between 8:10 PM and 11:05 PM UK on Thursday (Arkham). • Binance's Thai partner Gulf told CZ "we are here if needed" for liquidity (CZ on X). Green shoots • Strategy posted the biggest quarter in its history: about $21B operating income, $19.5B net income and $44.75 diluted EPS. It now holds 848,517 BTC, up 26% this year. CFO Andrew Kang steps down Nov 5 for personal reasons, and Reza Virasteh takes over as CFO on Jan 1 (Strategy press release, 8-K, CoinDesk). • Base locked in its Denim upgrade for Nov 5 at 6 PM UK. It brings five full 200ms blocks every second and replaces Flashblocks, and node operators need v1.5.1 (Base docs, GitHub). • Mercado Bitcoin opened Sui transfers and USDsui to about 4.5M users in Brazil, the first exchange there to do it (Mercado Bitcoin, via X reports). ETH NFTs • CryptoPunks keep leading Ethereum NFT volume at about 221 ETH over 24h, with the floor about 30 ETH. BAYC is next at about 44 ETH volume, floor about 6.2 ETH (CoinGecko). • The FREEDZ full art reveal lands today at 2 PM UK, after the 8,888-piece typography set sold out and topped OpenSea trending (project, via X reports). • ITIA Genesis, a 1,111-piece free mint on Ethereum, says it has drawn over 11,000 story-based applications. Applications are open until Nov 18 (project, via X reports). Meanwhile • Spot ether ETFs lost about $105.5M on Thursday, their fourth straight day of outflows, with FETH the only fund adding (SoSoValue, Farside). Friday's numbers will be the first to reflect the Binance hack. • XRP is holding about $1.25 after Brad Garlinghouse told Swell that Ripple will "never give up on XRP" (CoinGecko, X reports). • Cronos ran its first monthly CRO buyback and burn, removing about 1.79M CRO worth about $92K (Cronos, via X reports). Leaf963

UPDATE: Binance confirms withdrawals are paused for security checks after the hot wallet drain. - Binance said its team is running security checks and withdrawals will resume only once the security issue is fully resolved. At 9:48 PM UK it had blamed a technical error. - Binance still says user funds are safe and covered by SAFU, its emergency fund. Support says it's still investigating and hasn't given a loss figure. - Ripple froze about $200M (Yi He, 10:08 PM UK). That's on top of Tether's freeze of over 1.567B USDT and Circle's freeze of over 800M USDC. - The attacker's wallets are still moving tokens: about $40.4M in ENA, $46.8M in UNI and $37.5M in PEPE went to unknown wallets (Whale Alert). - Binance.US says it isn't affected. - Prices at about 10:20 PM UK: BTC about $78,741 (down 3.0% in 24h), ETH about $2,266 (down 3.8%), BNB about $704 (down 6.8%). There's been no 5% hourly crash so far. - Binance still hasn't confirmed total losses. Tracker estimates range from about $2.5B to $5.6B. - Safety tip: don't click "refund" or "claim" links or DMs, because scammers are already circling. Only trust @binance and @BinanceHelpDesk, and don't panic-move funds through unofficial sites. Sources: Binance nitter.gq/binance/status/2115930… Yi He nitter.gq/heyibinance/status/211… Binance Help Desk nitter.gq/BinanceHelpDesk/status… Whale Alert nitter.gq/whale_alert/status/211… Leaf963

UPDATE: Binance hot wallet hack, about $5.6B estimated and withdrawals disrupted. - What happened: funds began draining from Binance hot wallets, including Binance 14, at about 8:24 PM UK. They went to fresh attacker wallets on Ethereum, Bitcoin and Tron. PeckShield now calls it a "Confirmed hack," and Whale Alert tags the outflows "Binance Hack 2026." - Amounts: onchain trackers now estimate about $5.6B across 67 assets, up from early estimates of about $2.5B, but the total is still unconfirmed. Big moves keep coming out of the hack wallets, including about 57.9K ETH (about $133M) and about $47M in UNI. - Freezes: Tether froze over 1.567B USDT (Paolo Ardoino), and Circle has now confirmed it froze over 800M USDC, working with law enforcement (Jeremy Allaire). Whale Alert counts about $2.37B in stablecoins frozen within 40 minutes. The stolen BTC and much of the ETH are not frozen. - Official status: Binance still hasn't confirmed a hack. It says it's investigating a potential security issue and that user funds are SAFU. At 9:48 PM UK, Binance said some users are having crypto withdrawal issues due to a "technical error" and that the team is restoring them. CZ says it "does look like a hack" and expects users to be fully covered. - Market: BTC about $79,128 (-2.7% in 24h), ETH about $2,274 (-3.7%), BNB about $705 (-6.9%), per CoinGecko at about 9:52 PM UK - User impact: some withdrawals are delayed or stuck. There's no official word yet on losses to customer balances. - Stay safe: fake "Binance refund" and "claim" links will spike, so trust only @binance and the Binance app. Hold off on deposits to Binance until withdrawals are fully restored. Sources: @binance, @PeckShieldAlert, @paoloardoino (Tether), @jerallaire (Circle), @cz_binance, @whale_alert Leaf963

Binance has broken its silence but still hasn't confirmed a hack. As of about 9:30 PM UK time: At 9:24 PM, Binance said it's "actively investigating" a "potential security issue" and warned users to ignore unofficial links and messages. At 9:15 PM, CZ said "User funds are safe! It does look like a hack." He no longer runs Binance, but said that as a shareholder he expects all user funds to be fully covered. There's no official SAFU announcement yet. Tether CEO Paolo Ardoino says Tether has now frozen more than $1.567B USDT. The about $823M Circle USDC freeze is still only flagged by Whale Alert, with nothing from Circle itself. There's no official withdrawal pause, but some users report failed withdrawals and route trackers show outages on AVAX, Optimism and Solana withdrawals. Losses are still about $2B+ on Ethereum alone and about $2.5B to $2.77B across chains. The attacker has parked about 195,460 ETH at a fresh address, and no new Tornado Cash deposits have been confirmed. Prices are dropping: BNB is about $712, down about 6% in the hour. BTC is about $78,800 (-2%) and ETH about $2,285 (-3%) (CoinDesk).

LIVE ALERT · Thu Oct 29: Suspected Binance hot wallet drain, about $2.5B+ - Billions moved out of Binance hot wallets tonight. Binance has NOT confirmed a hack yet, and @binance, CZ and Richard Teng are silent as of about 9:15 PM UK time. - At about 8:24 PM UK time, a Tornado Cash-funded address swept the "Binance 14" hot wallet for about 167,464 ETH (about $379M), about 1.6B USDT and 62 other tokens. "Binance 16" then sent another 28,005 ETH (Etherscan). - Etherscan has labeled the receiving address "Binance Hot Wallet Exploiter." - Estimates put the total at about $2.5B on Ethereum and about $2.77B across chains (Walter Bloomberg, Whale Alert). - Issuers are already freezing funds. Tether froze about $971M and about $313M in USDT (Whale Alert), and Circle reportedly froze about $823M in USDC (WatcherGuru, less firmly confirmed). - An early technical read points to an EIP-7702 wallet takeover followed by a batch sweep. That's analyst speculation so far. - Still unknown: whether customer funds are hit, whether SAFU covers losses, and whether withdrawals are paused. - Stay safe: hold off on moving funds through Binance until it posts an official statement, and ignore anyone offering "refund" or "claim" links. Leaf963

Evening Brief · Thu Oct 29 - Dividends into Bitcoin: Franklin Templeton launched FBEQ and FIBT on Nasdaq today. Both start at 95% US stocks and 5% BTC, and every stock dividend gets reinvested into BTC. FBEQ tracks about 500 large caps for 0.09%, and FIBT holds Nasdaq-100 style innovation names for 0.19% (Franklin Templeton press release via Business Wire, Bitcoin Magazine). - HYPE keeps ripping: about $94.29, up about 17.4% on the day and within about 4% of its record, after Druckenmiller made his first ever X post backing Trade[XYZ], the Hyperliquid perps venture ICE is bringing to the US (CoinDesk, CoinGecko). - The tape is steady: BTC about $80,756 (flat), ETH about $2,338 (flat), SOL about $101.05, XRP $1.29. PEPE is up 9.9% and ENA 6.5%. Fear and Greed sits at 51, neutral (CoinGecko, alternative.me). Builders shipping - Longtime rivals Polygon and Solana teamed up. Polygon's Open Money Stack now runs on Solana, so businesses can move stablecoins there and still plug into Polygon's bank funding, wallets and payouts. Kira is an early user (CoinDesk). - Uniswap Labs opened TJAR, a permissionless tool that converts app fees paid in many tokens into a single token. It's live on seven chains, and Robinhood is the first partner, taking its fees in USDC and USDG (Uniswap blog). - Curve Finance is live on Stellar, its first native launch outside the EVM ecosystem, citing institutional demand (The Block). - Standard Asset Company in Abu Dhabi unveiled a planned $1.5B strategy pairing Bitcoin with UAE real estate, with Coinbase Asset Management as its exclusive BTC manager. The $1.5B is a target, not money raised yet (Gulf News, CryptoBriefing). ETH NFTs - CryptoPunks extend their ETH 24h volume lead to about 99 ETH, floor about 29.3 ETH. BAYC is next at about 32.6 ETH, then 6529 Gradient at about 31.4 ETH (CoinGecko). - The Lil Pudgys floor is up about 10.6% on the day to about 0.22 ETH, on 82 sales and about 18.6 ETH in volume (CoinGecko). - The Vangrid Agents reveal lands tomorrow on OpenSea (Vangrid). Meanwhile - US Q3 GDP came in hot at 3.4% annualized, up from 2.2% in Q2. September PCE inflation ran 3.6% year over year with core at 3.1%, in line with forecasts (BEA). - The Bank of Russia approved NAUFOR as a self-regulatory body for crypto firms (Bitcoin Magazine). Leaf963

Noon Brief · Thu Oct 29 • Wall Street goes onchain: NYSE owner ICE signed a definitive deal with Trade[XYZ] to bring Hyperliquid-based perpetual futures onshore in the US as ICE[XYZ], pending CFTC approval. ICE is taking a strategic stake, and Druckenmiller is among the backers (ICE press release via Business Wire, CoinDesk). • HYPE rips on the news to about $88.15, up about 8.8% on the day while the majors drift (CoinGecko). • The tape is quiet after the Fed: BTC about $80,015 (-1.1%), ETH about $2,320 (-1.1%), SOL about $100.12, XRP $1.29. Fear and Greed is 51, neutral (CoinGecko, alternative.me). Money keeps flowing in • Spot BTC ETFs took in $137M on Oct 28, with $136M of it going into BlackRock's IBIT. That's a third straight green day and about $424M over three days, which flips October net positive. ETH ETFs shed $21.4M (SoSoValue). • Visa says stablecoin settlement passed a $25B annualized run rate, up 10x in a year, and now runs on 10 blockchains (Visa Q4 earnings call, Oct 27). • BTC's 1-month realized volatility is down near 25%, back at mid-2023 lows. Tight ranges like this have often come before a big move (Glassnode). ETH NFTs • CryptoPunks lead ETH 24h volume at about 59 ETH, floor about 29.3 ETH. BAYC is next at about 44.7 ETH, then 6529 Gradient at about 31.4 ETH (CoinGecko). • Punk #8233 sold for 30.53 ETH and Punk #3364 for 28.46 ETH overnight (onchain, CryptoPunks bot). • BAYC rolled out a Mudwater combine tab, so holders can stack their digital packs into booster boxes and cases or break them back down (BAYC). • Pudgy Penguins are bringing The Huddle back to Miami Art Week on Dec 3 (Pudgy Penguins). • The Vangrid Agents reveal is set for Oct 30 on OpenSea (Vangrid). Meanwhile • Elysium, a Kinetiq L2 that settles to HyperEVM and uses HYPE as gas, goes live Nov 9 with Pump.fun on day one (Kinetiq, per X). • PEPE's chart against BTC broke out of its two-year downtrend. Leaf963