NET News & Signals

twitter6h agomeme

GROMA LAUNCHES REAL ESTATE TOKEN ISSUANCE AND REDEMPTION AT NET ASSET VALUE ON @Uniswap Groma says investors buy and redeem directly with its trust, without finding a secondary-market buyer. Only approved wallets can participate. Read more here: https://thedefiant.io/news/defi/groma-launches-real-estate-issuance-and-redemption-on-uniswap

62/100·B+Long

news7h agonews

Aave V4 Tops $125M on Avalanche: What Does This Mean for BENQI? Welcome to Freshman Questions, a BENQI educational series designed to make Avalanche and decentralized finance easier to understand for new users. 🔺 What happens when a new financial application starts attracting millions of dollars into DeFi lending markets? We are beginning to see the answer on Avalanche. According to Avalanche, deposits into Aave V4 on the Avalanche network have surpassed $125 million, reaching a new all-time high. One development helping fuel that growth is Ethena Pay's new Earn+ product, which routes deposits through a vault strategy that uses Aave V4’s lending markets. This is more than another DeFi milestone. It illustrates something important about Avalanche's evolving financial ecosystem. When new applications attract users and capital, they can create demand for the infrastructure already operating underneath them. For BENQI, which provides Liquid Staking, lending and borrowing markets, and validator infrastructure, that trend is highly worth understanding. Not because Aave's growth automatically benefits BENQI. But because it demonstrates how financial applications can create demand for infrastructure that supports productive capital. What Does $125 Million in Aave Deposits Actually Mean? Aave is a decentralized lending and borrowing protocol. Users supply supported digital assets to markets, where that liquidity can become available to borrowers. In July 2026, Aave launched its V4 architecture on Avalanche. V4 introduced a Hub and Spoke structure designed to connect shared liquidity with specialized lending markets. Avalanche announced on 2 November that deposits into Aave V4 on the network had exceeded $125 million, setting a new all-time high. That's highly significant because it reflects capital being deposited into fully-functioning DeFi infrastructure. But deposits are not the same as borrowing demand, revenue, or net new capital entering Avalanche. Some deposits may come from users moving assets between existing protocols. Others may represent new activity. To understand the longer-term nature of this significance, we need to look at how that capital is being used. How Is Ethena Pay Helping Drive Growth? Ethena Pay's Earn+ offers an example of how DeFi lending infrastructure can support financial products beyond traditional crypto-native interfaces. Earn+ uses Aave V4 infrastructure on Avalanche to provide access to an on-chain yield strategy. Instead of requiring every user to interact directly with lending markets, the application packages financial infrastructure into a more accessible product. The relationship looks like this: Users deposit capital → Earn+ deploys assets → Aave V4 provides lending infrastructure → Users access the resulting financial product. According to Avalanche, Ethena Pay’s Earn+ is helping bring additional deposits into Aave V4. This demonstrates a potentially important development. DeFi protocols are increasingly becoming infrastructure that other financial applications build upon. Users may interact with a payment application or financial product without needing to understand every smart contract operating behind it. That's a direction with significant implications for the wider Avalanche ecosystem. Where Does BENQI Fit Into This Picture? BENQI provides several complementary forms of infrastructure within Avalanche. BENQI Core Markets support lending and borrowing across its Core Markets. BENQI Liquid Staking allows AVAX holders to stake while receiving sAVAX, a transferable token representing their share of the liquid staking pool. BENQI Ignite helps users launch and operate Avalanche validator, including through its Pay-As-You-Go option. These products address different needs. But they share an underlying principle: Capital can be used productively through financial services rather than simply remaining idle. Aave's recent deposit growth shows that applications built on Avalanche can attract capital to lending infrastructure. That is relevant to any protocol serving the network's financial ecosystem. How Does sAVAX Connect BENQI and Aave? One clear example of composability between Avalanche protocols involves sAVAX. When users stake AVAX through BENQI Liquid Staking, they receive sAVAX. The AVAX is delegated to validators and can accrue staking rewards. Meanwhile, sAVAX remains transferable and can be used within supported DeFi applications. Aave V4's AVAX Correlated Market on Avalanche allows users to supply sAVAX as collateral and borrow WAVAX against it. That creates a direct connection between BENQI Liquid Staking and Aave's lending infrastructure. Consider the sequence: A user deposits AVAX into BENQI Liquid Staking. The user receives sAVAX representing a staking position. The underlying AVAX participates in staking. The user can potentially use sAVAX as collateral in Aave's supported market. This is an example of DeFi composability. One protocol creates a useful financial asset. Another provides additional financial functionality around it. Borrowing introduces interest costs, collateral requirements, and liquidation risk, so it isn't automatically a better strategy. But the integration demonstrates how an asset’s utility can extend beyond the protocol that originally issued it. What Should BENQI Users Learn From the $125 Million Milestone? The announcement illustrates three important lessons. First: Financial applications can create demand for infrastructure. Ethena Pay's Earn+ is helping bring deposits into Aave V4. That shows how a consumer-facing product can bring activity even deeper into DeFi. Second: Existing DeFi assets can become more useful through integrations. sAVAX can participate in Avalanche staking while also serving as collateral in supported lending markets. That flexibility is one of the central benefits of liquid staking. Third: Deposits are an important indicator, but not the whole story. An all-time high in deposits doesn't necessarily mean an all-time high in borrowing, revenue, or sustainable economic activity. Users should also examine utilization, liquidity, interest rates, and the source of deposits. The same principle applies when evaluating BENQI Markets. The goal isn't simply to attract more capital. It's to create useful economic activity around that capital. Why This Matters Aave V4 surpassing $125 million in deposits on Avalanche is a meaningful milestone. It shows that financial applications can attract substantial deposits into on-chain lending infrastructure. Ethena Pay's Earn+ provides a concrete example of how that can happen. For BENQI users, the announcement matters because it highlights a broader direction for Avalanche. Financial applications are becoming more interconnected. Lending infrastructure is supporting new products. And assets created by one protocol can become useful within another. BENQI participates in that ecosystem through lending, borrowing, liquid staking, and validator services. Its opportunity depends on how those services meet the needs of users and developers as Avalanche grows. The Bigger Picture Early DeFi was largely about proving that lending, borrowing, and trading could operate through smart contracts. The next stage is about making that infrastructure useful to the broad range of financial applications. Aave's expansion on Avalanche is one highly significant example. Ethena Pay's Earn+ is another. Together with BENQI Liquid Staking and sAVAX useability across supported applications… And with BENQI Markets providing additional infrastructure for supplying and borrowing digital assets… These examples combine into an full-fledged exemplar utilizing the demand for long-duration composability of an increasingly connected financial ecosystem. The opportunity for Avalanche isn't simply having more capital deposited into DeFi. It's having more applications that give that capital something useful to do for more time. That is the larger story behind Aave's $125 million milestone. And it's directly connected to BENQI's vision of productive finance. Next Step If you hold AVAX or sAVAX, explore how Avalanche's lending ecosystem is developing. Start by understanding BENQI Liquid Staking and how sAVAX represents staked AVAX. Then examine how supported applications, including Aave V4, can create additional uses for sAVAX. Compare lending rates, liquidity, collateral requirements, and risks before deploying capital. And keep an eye on the applications being built on Avalanche. Because the next wave of DeFi growth may not come only from merely launching more protocols. It is coming from building more useful financial products on top of the infrastructure that's already there. 🔺 Got another Freshman Question you'd like us to cover? Let us know!

72/100·B+Long+8

meme8h agomeme

@Nasdaq 3/ Inside $INJC → Spot $INJ custodied by @BitGo → Aims to stake up to 90% of $INJ holdings → Net staking rewards restaked automatically In short, $INJ staking is now part of a U.S. regulated ETF. Reply to @injective: @Nasdaq 2/ Investors, users and institutions worldwide can now get $INJ exposure from the same brokerage account that holds their stocks. No wallet. No keys. No hassle. No crypto exchange account needed.

78/100·ALong+3

meme17h agomeme

U.S. Spot Bitcoin ETFs Saw $74.57M in Net Inflows on Nov. 4; Ether ETFs Saw $53.02M On November 4 (ET), U.S. spot Bitcoin ETFs recorded $74.57 million in total net inflows, led by Fidelity’s FBTC with $237 million. Spot Ether ETFs recorded $53.02 million in net inflows, turning positive after five consecutive trading days of net outflows.

72/100·B+Long+3

meme18h agomeme

THE BLOCK: Spot bitcoin ETFs reported $74.6 million in net inflows on Wednesday, despite BlackRock's IBIT shedding $201.2 million. Spot ether ETFs also posted $53 million in net inflows, ending a seven-day streak of negative flows. bitcoin:native ethereum:native

72/100·B+Long+3

news11/4news

TIP-63 Treasure Network is open for community discussion Summary TIP-63 proposes a Strategic Growth Fund (SGF) of up to 173 million new MAGIC, alongside a separate program of ongoing staking emissions, as part of the Treasure Network launch. The full SGF would increase total supply from 347,687,043 to 520,687,043 MAGIC—an increase of 173 million MAGIC, or 49.76%, before separate staking emissions. If approved, the initial mint of 100 million MAGIC to the Treasure Foundation is scheduled for February 3, 2027. Using the same baseline, this would increase total supply from 347,687,043 to 447,687,043 MAGIC, or 28.76%. The remaining 73 million MAGIC would only be minted as specified network milestones are achieved. Approval of the proposal would not itself immediately mint the tokens. Network Treasure Network is an agent runner DePIN network. Nodes operate agents on behalf of token holders with agents represented as NFTs. Its goal is to let software, including games and virtual worlds, continue operating beyond their original creators, as long as their owners or communities keep funding the computing costs. The NFT enables autonomous agents to become transferable, programmable assets once transfers are enabled after launch. Network operators, called towers, stake 200,000 MAGIC and one Legions Genesis NFT to participate. Towers earn MAGIC rewards and USDC revenue from agent usage. The proposal asks the community to approve: Funding for network development and operations. The initial 100 million MAGIC would go to the Treasure Foundation to support the network’s security budget, development resources, institutional investment, and market making. Milestone-based funding. Ten additional mints of 7.3 million MAGIC would be tied to network delivery, usage, staking participation, and burn milestones. The Foundation would verify completion, with public dashboard updates and advance announcements of mints. Ongoing staking emissions. Proposed target annual inflation rates are 5% in Year 1, 4% in Year 2, 3% in Year 3, and 2.5% from Year 4 onward. Actual issuance would adjust with staking participation. These emissions are additional to the Strategic Growth Fund. 500 new Legions Genesis NFTs for the DAO treasury, bringing the collection’s supply to 3,500. Fifty would be permanently allocated to network staking for baseline node participation. The initial Legions collection was given away as LP rewards in 2021. Agent creation and a portion of network service fees would burn MAGIC. Burn activity depends on usage; the proposal’s modeled scenarios do not offset the Strategic Growth Fund mint, which represents net new supply. Proposed timeline Community discussion: November 4–18, 2026 Voting: November 18–December 2, 2026 Initial mint: February 3, 2027 Network launch: March 3, 2027 Read the full proposal and share your feedback before voting begins: https://forum.treasure.lol/t/tip-63-treasure-network/297 Moreover, TIP-64 is available for comment now. TIP-64 acts on community feedback to reduce the scope of DAO governance to new token mints and network parameters: https://forum.treasure.lol/t/tip-64-reducing-dao-role/298(Historical earnings: For 2026Q2 (period ended 2026-06-30), Cloudflare reported basic and diluted EPS of -0.55, net income of -USD 0.193 billion, and revenue of USD 1.336 billion. Consensus expectations: For the next upcoming event (2026Q3, event date 2026-11-05), consensus expects EPS of 0.3434 and revenue of USD 0.738 billion.)

10/100·CNeutral+4

news11/4news

https://x.com/tradfi/status/2118086705857401196 Quoted @tradfi: ARM HOLDINGS 2Q ADJ EPS 52C, EST. 47C ARM HOLDINGS 2Q ADJ. OPER INCOME $638M, EST. $575.7M ARM HOLDINGS 2Q ADJ NET $566M, EST. $514.2M ARM HOLDINGS SEES 3Q ADJ EPS 52C TO 60C, EST. 55C $ARM(Historical earnings: For 2027Q1 (period ended 2026-06-30), Arm reported basic EPS of 0.25, diluted EPS of 0.25, net income of USD 0.270 billion, and revenue of USD 1.289 billion. Consensus expectations: For the period ending 2026-09-30 (event date 2026-11-04), consensus is EPS 0.4756 on revenue of USD 1.378 billion. Subsequent consensus is for 2027Q3 (event date 2027-02-02): EPS 0.5511 on revenue of USD 1.525 billion.)

78/100·ALong+3

meme11/4meme

One chain is beating all others in RWA flows $1.4B in net inflows over the last three months, the most of any network Ethereum saw $2.6B leave over the same period Solana is built different Retweeted by @SolanaFndn from @yo_itsmatt(Historical earnings: For 2026Q2 (period ended 2026-06-30), Cloudflare reported basic and diluted EPS of -0.55, net income of -USD 0.193 billion, and revenue of USD 1.336 billion. Consensus expectations: For the next upcoming 2026Q3 event on 2026-11-05, consensus expects EPS of 0.3434 and revenue of USD 0.738 billion.)

72/100·B+Short+2

meme11/4meme

Interesting concept Reply to @StanfordAILab: Check out Joules to GDP, which makes it possible for us to measure the economic value per unit of energy spent on compute! Quoted @JonSaadFalcon: AI is using more and more of the world’s energy. But how much economic value are we getting from AI? We’re introducing Joules-to-GDP (J2G), a framework that measures how well AI turns energy into economic value and shows which tasks, models, and hardware give the best return. Across 44 occupations in finance, engineering, law, administrative work, and more in @OpenAI's GDPval, we arrive at three findings: 1) The tasks with the highest economic value are not the tasks with the highest economic value per joule. For example, CAD design earns ~10% more per task than building websites, but the latter earns ~27% more value per joule. 2) The most powerful model isn’t always the best use of energy. Gemma 4 31B delivers 56% of GLM 5.2’s net value with 23% of the energy, for 2.5x the value per joule. 3) More chips don’t guarantee proportionate returns. Moving the same model from 1 to 8 NVIDIA H100s uses 3.2x the energy but cuts completion time by only 22%, with about the same value. With @SnorkelAI, we’re also releasing GDPWorks, a benchmark for economically valuable tasks across 36 additional occupations. Joint work co-led by @amirzeinaalii and @Avanika15, with @Mersad_Abbasi, @Jon_Hartley_, John Hennessy, @HazyResearch, and @Azaliamirh. More details below 🧵

20/100·CNeutral+4

meme11/4meme

COHERENT CORP. $COHR Q1 REVENUE $2.37B BEATS, ADJ EPS $2.09 BEATS • Revenue: $2.37B vs $2.31B est, beat • Adj EPS: $2.09 vs $1.97 est, beat • Adj operating income: $550M vs $526.6M est, beat • Adj net income: $422M vs $404.1M est, beat • Adj operating margin: 23.2%(Historical earnings: For 2026Q2 (period ended 2026-06-30), Cloudflare reported basic and diluted EPS of -0.55, net income of -USD 0.193 billion, and revenue of USD 1.336 billion. Consensus expectations: For the next upcoming 2026Q3 event on 2026-11-05, consensus expects EPS of 0.3434 and revenue of USD 0.738 billion.)

78/100·ALong

news11/4news

Strategy’s STRC Touches $100 for First Time Since May, Potentially Reopening Bitcoin Funding Strategy’s perpetual preferred stock STRC briefly touched $100 on November 4 for the first time since May, reaching the minimum price at which the company currently intends to issue new shares under its at-the-market (ATM) program. Strategy repurchased approximately $2.25 billion worth of STRC between July and November 1. SEC filings show that the company used $5.46 billion in net proceeds from STRC ATM sales to purchase Bitcoin in Q2 2026 but made no STRC ATM sales in Q3. With $17.51 billion remaining available under the program as of November 1, the return to $100 could pave the way for renewed STRC issuance to fund Bitcoin purchases, although the latest filing reported no new STRC sales.

72/100·B+Long+1

meme11/4meme

Cyberoffense/defense is probably going to eat up a TON of compute and end up a continuous compute-intensive arms race. Even $AMZN CEO thinks cybersecurity would take up 20% of tokens consumed for the next year. It's literally a problem of how much you throw at compute for vulnerability discovery + model capability, from of my chats w/ Horizon3. And this is going to become a nation state issue, as seen with the implications already with PHP to vulnerabilities with banks/infrastructure from AI swarms. But people see this and throw money at $CRWD, $NET, and others, which I was saying was a bubble. If it's a compute issue, the economics go to the infra, from neoclouds to $NBIS to networking like $AAOI. We'll likely see swarms go wild from aggressor nation states in the next few years. And any country, whether that's Japan or EU that don't have their own capabilities might suffer severe damage. US spent $11T+ cumulatively (inflation adjusted) on Nuclear weapons and we're like ~$1.8T into the the "cyber-nuclear weapon" equivalent of that And this is not even including the endless other economic implications from AI in other fields from advancing cancer discovery to workforce automation with physical AI. It's hard to measure AI sustainability if $50K in compute spend from a foreign actor can take down $10B of your own infrastructure. AI has become a bipartisan national security issue, and even Democrats would not want China overtake the US in this field. Quoted @cryptoislife05: @aleabitoreddit @belikejustin I believe they are worried about it being cyclical and unsustainable bro. After AI agentic coding, what is realistically next for investors to be excited about? Agents like muse or grokbot? So far the traction has not been proven and is not exciting

62/100·B+Long+12

news11/4news

See the agents, set the terms: new visibility and control for personal agents.
Personal AI agents have changed how users interact with the web, blurring the lines between automated and human traffic. Learn how Cloudflare gives site owners visibility and control to manage personal agent access.

35/100·CLong

meme11/4meme

Premarket movers Mag 7 stocks are mostly higher: Amazon (AMZN) +3%, Meta Platforms (META) +0.8%, Microsoft (MSFT) +1.9%, Nvidia (NVDA) -0.1%, Alphabet (GOOGL) +0.9%, Apple (AAPL) +1.5% while Elon Musk’s Tesla (TSLA) falls 5% as election results sharpen investor concern over the future of the Republican megadonor’s key holdings. SpaceX (SPCX), while not a member of the Magnificent Seven, drops 6%, as election results sharpen investor concern over the future of the Republican megadonor’s key holdings. Most data center and cloud computing stocks slip after Democrats made strong gains in midterm elections, clinching control of both chambers of Congress. Gina Hinojosa is set to become Texas governor after a state-level race that Bank of America strategists had described as a “referendum on affordability versus AI data centers.” CoreWeave (CRWV), Equinix (EQIX), GE Vernova (GEV) and Oracle (ORCL) are among the decliners, while other AI-linked names are broadly higher Solar, defense and healthcare stocks are also moving on election results. Advanced Micro Devices Inc. (AMD) gains 1% after the chipmaker gave a sales forecast that soared past analysts’ projections, a sign of buoyant demand for data center processors. Amdocs (DOX) plummets 38% after the IT services company’s outlook came in weaker than expected, reflecting a dispute with T-Mobile. Array Technologies (ARRY) gains 9% after agring to combine with Shoals Technologies (SHLS). Block (XYZ) rises 10% after the payments company reported third-quarter earnings and revenue that inched past analysts’ expectations. CVS Health (CVS) slips 2% after the health insurer said it plans to spin off its retail pharmacy business. Duolingo (DUOL) rises 19% after the language-learning software company raised its full-year revenue and adjusted Ebitda outlook above consensus expectations. Flywire (FLYW) gains 7% after the payments software company’s third-quarter results beat expectations and it gave an outlook that is seen as positive. Freshworks (FRSH) falls 9% after the software company’s outlook was seen as underwhelming. The company also reported third-quarter results in line with expectations, below its historical pattern of greater upside. Navitas Semiconductor (NVTS) gains 14% after the chipmaker’s results and forecast beat expectations, prompting Rosenblatt Securities to upgrade the stock. Procore Technologies (PCOR) climbs 12% after the construction management software provider reported third-quarter revenue that topped Wall Street’s consensus. Skyworks (SWKS) slumps 10% after the company’s first-quarter revenue forecast missed the consensus estimates. Spyre Therapeutics (SYRE) falls 4% after the biotech said it does not plan to advance SPY072 in rheumatic diseases. Super Micro (SMCI) climbs 2% after the maker of servers forecast net sales for the second quarter that beat the average analyst estimate.(Historical earnings: For fiscal 2026Q2 (period ended 2026-06-30), SpaceX reported basic and diluted EPS of -1.12, net loss of USD 4.817 billion, and revenue of USD 12.508 billion. Consensus expectations: For the upcoming 2026Q3 event, consensus EPS estimate is 0.1361 and revenue estimate is USD 12.975 billion.)

72/100·B+Short+29

news11/4news

Circle Reports Q3 2026 Earnings: Revenue Up 17% to $865 Million, Average USDC Circulation Reaches $73.3 Billion Circle disclosed that revenue and reserve income in the third quarter of 2026 rose 17% year-over-year to $865 million, while net income from continuing operations increased 5% to $226 million. Other income included $182 million from the ARC token presale. During the period, the average circulating supply of USDC stood at $73.3 billion, up 8% year-over-year. Circle also stated that it has completed the genesis mint of 10 billion ARC tokens and signed a definitive agreement to acquire cross-border payments platform Tazapay. The transaction is expected to close in 2027, subject to regulatory approval.(Historical earnings: For 2026Q2 (period ended 2026-06-30), Circle reported basic EPS of 0.42, diluted EPS of 0.39, net income of USD 0.103 billion, revenue from contracts with customers of USD 75.207 million, and total revenues of USD 1.395 billion. Consensus expectations: For 2026Q3 (event date 2026-11-04), consensus EPS is 0.3787 and consensus revenue is USD 0.788 billion.)

78/100·ALong+2

news11/4news

THE BLOCK: Circle reported $865 million in third-quarter revenue and reserve income, up 17% year-over-year, while net income rose 5% to $226 million. The USDC issuer also reported $182 million in revenue from its ARC token presale, helping adjusted EBITDA climb 85% to $317 million.

72/100·B+Long+1

news11/4news

According to SoSoValue data, U.S. Bitcoin spot ETFs recorded a total net outflow of $116 million on November 3 EST, marking 3 consecutive days of net outflows. Meanwhile, Ethereum spot ETFs saw a total net outflow of $85.3462 million yesterday, extending their net outflow streak to 7 consecutive days.

72/100·B+Short+4

news11/4news

Investors withdrew more than one billion dollars from U.S.-listed Bitcoin funds across two trading sessions in late October and early November 2026, with net outflows reaching roughly 1.04 billion dollars. BlackRock’s iShares Bitcoin Trust alone accounted for about 405 million dollars of the Monday withdrawals. The selling pressure came as sentiment deteriorated following a record security breach at Binance, the world’s largest cryptocurrency exchange, and amid lingering uncertainty surrounding the U.S. midterm elections held on November 3. The Binance incident, which occurred on October 29, involved the theft of approximately 6.3 to 6.4 billion dollars in digital assets across multiple blockchains. Investigators and U.S. authorities attributed the attack to the North Korea-linked group TraderTraitor. The breach relied on social engineering, including a fake job interview that compromised an employee’s device, followed by the use of malware and an internal AI tool to access wallet-signing systems. Binance stated it had covered the bulk of the losses from corporate reserves and its Secure Asset Fund for Users, while certain stablecoin issuers froze portions of the stolen funds. Even so, the episode triggered substantial withdrawals from the platform once services resumed and amplified broader caution among institutional holders of Bitcoin products. From a compliance standpoint, the hack underscored persistent weaknesses in operational security, access controls, and insider-risk management at major exchanges. Centralized platforms that custody large volumes of customer assets remain attractive targets for sophisticated state-linked actors, and the rapid movement of funds highlighted the challenges of real-time monitoring and response. Such events reinforce the importance of robust internal controls, multi-party computation or similar key-management practices, regular independent audits, and clear protocols for freezing or recovering assets. They also illustrate why regulators continue to press for higher standards on custody, cybersecurity reporting, and segregation of client funds, particularly as spot Bitcoin ETFs have brought traditional asset managers and their compliance frameworks into closer contact with crypto markets. The same risk-off mood has implications for U.S. equities. Crypto-linked names such as Coinbase, Strategy, and Robinhood experienced selling pressure in the days after the breach, reflecting investor concerns about counterparty risk, potential regulatory scrutiny, and reduced institutional appetite for digital-asset exposure. More broadly, the combination of the security shock and midterm election uncertainty has weighed on risk assets at a time when technology and AI-related stocks already face scrutiny over valuations and spending. Election outcomes that shift control of Congress could slow or reshape crypto market-structure legislation such as the CLARITY Act, adding a policy overhang that feeds into wider market volatility and affects sectors with any meaningful digital-asset or fintech exposure. Bitcoin itself traded near 77,000 dollars in the immediate aftermath, remaining above its 100-day moving average after briefly testing lower levels. Analysts noted that while futures markets saw aggressive selling, spot demand appeared more resilient, suggesting that leveraged positions were being unwound faster than outright holdings. Still, the scale of ETF outflows and the political calendar have left sentiment fragile. Historical patterns around midterm elections have often coincided with short-term choppiness in Bitcoin, even if longer-term recoveries have followed previous cycles. In the current environment, the interplay between security incidents, regulatory clarity, and equity-market risk appetite will likely determine whether the recent outflows mark a temporary pause or a more sustained reduction in institutional participation.

78/100·AShort+11

meme11/4meme

UPDATE: 🇺🇸 US spot BTC ETF flows (Tue, Nov 3, 2026): -$115.6m A second straight day of net outflows for spot Bitcoin ETFs, although Tuesday's decline was smaller than Monday's -$398.6m. IBIT led outflows at -$95.0m, while BITB recorded +$21.9m in inflows. Week-to-date flows now stand at -$514.2m, keeping ETF demand under pressure heading into midweek.

72/100·B+Short+1

meme11/4meme

Initiating wallet: 0xD3565b191b28B49Cc517189B984dacDB1FF05304 Attack transaction: https://bscscan.com/tx/0x072a10a579e2a8afa26a681205a2aaaa38f74bcb9d1064b12bd9e9ebe2c598b3 Funds are currently at: 0x028491B55D0E18aA81aB3324688E42f91BbadaCC Reply to @OnchainLens: INSURANCEPOOL / COREVAULT EXPLOITED FOR ~$111K ON BNB CHAIN ⚠️ An attacker appears to have used flash loan price manipulation to trigger an inflated redemption payout. Attack sequence: 1. Borrowed ~$143.6M in WBNB via Lista DAO's Moolah. 2. Manipulated liquidity pool prices through large swaps. 3. Triggered a 260.21 BNB (~$180.3K) withdrawal from InsurancePool via CoreVault. 4. Reversed swaps and repaid the flash loan. 5. Walked away with ~160.26 BNB (~$111K) before gas. InsurancePool's net BNB depletion was ~$179.5K.

78/100·AShort+1

NET

THE BLOCK: Spot bitcoin ETFs reported $74.6 million in net inflows on Wednesday, despite BlackRock's IBIT shedding $201.2 million. Spot ether ETFs also posted $53 million in net inflows, ending a seven-day streak of negative flows. bitcoin:native ethereum:native

See the agents, set the terms: new visibility and control for personal agents.Personal AI agents have changed how users interact with the web, blurring the lines between automated and human traffic. Learn how Cloudflare gives site owners visibility and control to manage personal agent access.

THE BLOCK: Circle reported $865 million in third-quarter revenue and reserve income, up 17% year-over-year, while net income rose 5% to $226 million. The USDC issuer also reported $182 million in revenue from its ARC token presale, helping adjusted EBITDA climb 85% to $317 million.

See the agents, set the terms: new visibility and control for personal agents.
Personal AI agents have changed how users interact with the web, blurring the lines between automated and human traffic. Learn how Cloudflare gives site owners visibility and control to manage personal agent access.