Brent crude jumps over 2%, heading for its highest close since May.
Global oil inventories are razor-thin, leaving little room for supply disruptions.
The U.S. is deploying more warships, Israel is reportedly preparing potential strikes on Iran, and attacks on Saudi Arabia are intensifying.
Washington has ordered nonessential U.S. government personnel to leave Saudi Arabia.
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Initia halts network after security incident as attacker reportedly mints tokens
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The Drift Protocol exploiter, who stole over $270M, deposited another 24,885 $ETH($61.3M) into #TornadoCash and still holds 56,569 $ETH ($139.3M).
https://x.com/lookonchain/status/2112475259907846217
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DRIFT EXPLOITER MOVES $109M $ETH TO TORNADO CASH
The Drift Protocol exploiter transferred 44.51K $ETH (~$109.15M) to Tornado Cash over the past two days.
· October 20: 25.71K $ETH (~$63.04M)
· October 21: 18.8K $ETH (~$46.11M)
Addresses:
0xAa843eD65C1f061F111B5289169731351c5e57C1
0xD3FEEd5DA83D8e8c449d6CB96ff1eb06ED1cF6C7
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listing10/21listing
BYBIT: Delisting of VELODROMEUSDT Perpetual Contract
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Supermicro +11% $SMCI
Preannounced F1Q27 revs/GMs (full results 11/3) well above guidance: revenue of $18.5-19.5B (vs $14.5-15.5B guide) and GM of 12-12.5% (vs 10.5-10.8% guide) on increased demand for AI platforms.
They don't disclose any of their customers but mgmt characterized recent demand as mainly emerging neoclouds and cloud service providers, as well as some enterprise.
Read through is strength in the neocloud/AI lab buildout.(Historical earnings: For fiscal year 2026 (period ended 2026-06-30), Super Micro Computer reported basic EPS of 3.65, diluted EPS of 3.26, and net income of USD 2.230 billion.
Consensus expectations: For the upcoming 2027Q1 event on 2026-11-02, consensus EPS is 0.94 and consensus revenue is USD 15.536 billion.)
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[UPDATE] Oil hits $117 for first time since April on fears of flare-up in Iran hostilities (first reported at 2026-10-23T03:41:23Z)
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JUST IN: Meta ordered to pay $25 billion over the Cambridge Analytica scandal, per Reuters
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SPACEX $SPCX Q3 REVENUE RISES 161% TO $14.6B, NET INCOME $4.4B VS $1.1B LOSS
• Revenue: $14.6B, up 161% from $5.6B
• Net income: $4.4B vs a $1.1B net loss a year earlier, including $1.0B of other income and a $390M tax benefit
• Income from operations: $2.8B vs a $273M loss
• Adjusted EBITDA (non-GAAP): $8.8B, up 306% from $2.2B
• EPS: $0.35 diluted vs -$0.36
• Capex: $19.6B vs $6.9B a year earlier
Super Intelligence (SI):
• Revenue: $7.56B, up 830%, driven by new cloud services agreements, the Cursor acquisition and Grok adoption
• Income from operations: $431M, including $1.2B of share-based compensation tied to Cursor
• Capex: $16.4B
• Nameplate compute: 1.7 GW, up from 1.4 GW in June and 0.6 GW a year ago
• Introduced Grok Bot, an always-on agentic system
Connectivity:
• Revenue: $5.25B, up 69%
• Income from operations: $2.37B, up 99%
• Starlink consumer subscribers: 13.6M, up from 12.0M in June and 7.2M a year ago
• Consumer ARPU: $69 a month, up from $66 in June, vs $83 a year ago
• Enterprise and government revenue: $2.13B, up 91%
Space:
• Revenue: $1.77B, up 6%
• Loss from operations: $7M
• Completed its first revenue-generating Starship mission, delivering 26 Starlink V3 satellites, about 10x the downlink capacity of a Falcon 9 Starlink launch
• 35 launches vs 44 a year ago
Deals:
• Completed the Cursor acquisition Aug 14 at an implied equity value of $60B. Cursor contributed $608M of revenue
• Oct 8 agreement for up to 14 MHz of paired 800 MHz spectrum, expected to close in H1 2027
Cash: $51.3B plus $38.6B in marketable securities as of Sep 30.
SpaceX discusses results and outlook on a call at 4:30pm ET today, livestreamed on X.
Per SpaceX.(Historical earnings: For 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 2026Q3, consensus expects EPS of 0.1674 and revenue of USD 12.978 billion.)
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1/ A verification soundness flaw in Aztec 2.0’s escape-hatch circuit let the attacker withdraw real assets from the Ethereum contract without ever depositing or owning those funds.
EXCLUSIVE-ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders
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BREAKING: Moderna stock plunges as much as 23% after cancer vaccine trial data leaks on social media, raising concerns about the treatment's effectiveness.
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twitter3h agomeme
Very predictable when you have an evil corrupt socialist regime in power.
Reply to @KobeissiLetter: BREAKING: Brazil's -19.8% stock market crash on Monday was one of the rarest market events in the last two decades, according to our analysis.
Brazil's EWZ ETF plunged -19.8% on October 26th, marking an 8.4 standard deviation move.
For context, the ETF's average daily move over the last 20 years has been just +0.04%, with a standard deviation of 2.36%.
Under a normal distribution, the probability of a decline this extreme is approximately 1 in 58 quadrillion.
In other words, this event should be virtually impossible under conventional statistical models.
What just happened in Brazil was *almost* impossible.
Quoted @KobeissiLetter: One of the most insane charts we've seen.
Even as Brazilian stocks plunge -30% after their Presidential election, Brazil's volatility index is DOWN -40%.
Brazil has lost -$200B of market cap today, yet "volatility" is collapsing.
What is happening? Let us explain.
(a thread)
🔸 Revenue: $13.4B 🔸 Adj. EPS: $0.91 vs. $0.88 est. 🔸 Unit case volume: +5% vs. +2.98% est. 🔸 Price/mix: +1% vs. +1.99% est. 🔸 Organic revenue: +7% vs. +4.3% est. 🔸 Concentrate sales: +7% vs. +2.53% est. 🔸 Operating margin: 32.9% vs. 32.6% est. 🔸 FY EPS growth raised to at least 11% from 9–10%.
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META Jumps After Q3 Earnings Beat, Boosts Guidance https://www.zerohedge.com/markets/meta-jumps-after-q3-earnings-beat-boosts-guidance(Historical earnings: For 2026Q2 (period ended 2026-06-30), Meta Platforms reported basic EPS of 16.79, diluted EPS of 16.62, net income of USD 42.621 billion, and revenue of USD 117.111 billion.
Consensus expectations: For 2026Q3, consensus expects EPS of 5.6986 and revenue of USD 63.389 billion.)
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news13h agonews
BLOOMBERG: Ripple Gets Final US Approval for National Trust Bank
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Drift Protocol Hack: $120M on the Move
The Drift Protocol Exploiter sent $122.3M of ETH into Tornado Cash on 20 and 21 October, across 520 transfers.
That’s the largest Tornado Cash deposit by any hacker in the last two years.
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THE BLOCK: X user Spreek (@spreekaway) said an unknown actor appears to have compromised liquid staking platform Swell's operational hot keys on Oct. 21, including the swETH/rswETH oracle bot. The actor has raised the exchange rates by 1% per hour, with no ETH backing.
Four malicious contracts have been deployed, which could steal about 2,513 ETH from Swell's withdrawal and deposit contracts if an upgrade were ever approved, Spreek said.
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SWELL PAUSES $swETH AND $rswETH, BLOCKING DIRECT EXITS TO ETH
The halt follows reports of compromised repricing keys. Swell says it must correct net asset value before reopening.
Read more here:
https://thedefiant.io/news/hacks/swell-pauses-sweth-and-rsweth-deposits-and-withdrawals
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@Reuters retweet (2026-10-21T17:50:47.015Z):
Original @ReutersLegal: JUST IN: Meta ordered to pay $25 billion to New Mexico after jury finds company misled consumers about data privacy https://reut.rs/4emaeGU
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Meta Platforms(META.O)美股盘后上涨超4%，其Q3营收及Q4营收展望超出预期。(Historical earnings: For 2026Q2 (period ended 2026-06-30), Meta Platforms reported basic EPS of 16.79, diluted EPS of 16.62, net income of USD 42.621 billion, and revenue of USD 117.111 billion.
Consensus expectations: For 2026Q3, consensus expects EPS of 5.6986 and revenue of USD 63.389 billion.)
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@banteg retweet (Thu Oct 22 01:44:25 +0000 2026):
Original @spreekaway (Thu Oct 22 01:28:18 +0000 2026): Admin keys for Swell DAO's swETH and rswETH appear to be compromised (railway related?)
* Attackers are raising NAV by max 1% (unbacked) each hour
* Four malicious upgrade contracts have been deployed (although not queued yet through multisig) that could steal approx 2500 ETH
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Admin keys for Swell DAO's swETH and rswETH appear to be compromised (railway related?)
* Attackers are raising NAV by max 1% (unbacked) each hour
* Four malicious upgrade contracts have been deployed (although not queued yet through multisig) that could steal approx 2500 ETH
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BYBIT: Delisting of VELODROMEUSDT Perpetual Contract
Strong quarter driven by solid volume growth and earnings momentum.
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news10h agonews
DECRYPT: Ripple Wins Final OCC Approval for Trust Bank Behind $2.6B RLUSD Stablecoin
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news10/23news
[UPDATE] U.S. oil rises above $100, Brent at five-month high as Iran says it’s prepared for warfare (first reported at 2026-10-23T09:02:44+0000)
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超微电脑(SMCI.O)涨超14%，此前公司营收展望高于预期。(Historical earnings: For fiscal year 2026 (period ended 2026-06-30), Super Micro Computer reported basic EPS of 3.65, diluted EPS of 3.26, and net income of USD 2.230 billion.
Consensus expectations: For the upcoming period (event date 2026-11-03), consensus EPS is 0.94.)
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CROWDFUNDINSIDER: Cysic Halts Cross-Chain Bridge After Unauthorized Mint of 10 Million CYS Tokens