Crypto Newsletter

  • Castle Labs: Solana RWA market cap reaches $4.3B

  • Speculative capital leaving BTC: Schwab

  • Schwab launches BTC, ETH trading for retail

  • Justin Sun sold 80-90% of ETH to buy US stocks

  • Binance, Coinbase join West Africa crackdown

  • Nine companies including Broadcom, Verizon and UnitedHealth have objected to having their shares traded on the OKX-ICE tokenized stock venue, an early test of the SEC’s five-year Innovation Exemption

  • Lighter plans to launch Options soon

  • Mt. Gox delays creditor repayments to Oct 2027

  • Circle plans to expand into roughly 40 emerging and developing countries

  • Coinbase to power Marqeta stablecoin cards

  • Claude cracks NIST P-256 seed mystery in 30 mins

  • 9 US firms object to OKXICE tokenising shares

  • Goldman, Wells Fargo, MS pitch tokenisation

  • The unofficial trenches index hit “cold” for the first time since April, after reaching Euphoric conditions in August-September

  • Cysic bridge exploited, $727K moved to ETH

  • Qubic attack drains 1,404 wallets

  • Cobo Wallet to shut down on 1 Dec

  • BNB Chain burned about 1.646 million BNB worth roughly $1 billion in its 37th quarterly Auto-Burn, destroying 1.65% of the token’s eventual 100 million supply target in a single quarter

  • Canadian troops charged in CEX owner kidnap

  • Goldman Sachs, Wells Fargo and Morgan Stanley all told third-quarter earnings calls that tokenization is a growth opportunity rather than a threat

  • Nine organizations launched the Quantum Alliance, an open standards body modeled on the IETF

  • Arbitrum announces USDG stablecoin growth program

  • Nine firms object to OKX-ICE tokenized shares

  • A federal judge refused to let the CFTC walk away from its own $5 million settlement with Gemini

  • Lens says its core vision remains unchanged

  • Stripe plans multicurrency cards for Plasma

AI & NFT

  • NYC comptroller urges Anthropic to delay IPO

  • Anthropic puts 5% of shares in public benefit fund

  • Give Anthropic shares to public, I’ll do that: Elon

  • Claude Mythos 5 cuts quantum gate counts 17x

  • NFT leaders were mixed; Punks even at 31 ETH, BAYC +6% at 5.6 ETH, Pudgy -2% at 2.4 ETH

  • Hypurr (+24%) and Checks (+15%) led top movers

  • Anthropic pays Blackstone 10%+ on $9B chip debt

  • Meta ad revenue within $4B of Google Search

  • Google open-sources Harness² agent framework

  • Robinhood chain leaders fell over the weekend; Pons -20% to $176M; AI -30% at $80M; Cashcat -10% at $105M; Orbio +10%, Boner +13% and Torch +78% led top movers

  • Mercedes calls Nvidia top driving-tech partner

  • Meme leaders were mixed; DOGE -1%, SHIB even, PEPE +4%, PENGU even, TRUMP -2%, SPX -4%, Bonk -1%

  • DeepSeek releases V4.1-Flash model

  • Delta, Chase, Amazon now blocking AI agents

  • Disney hires most of Character.AI's staff

  • Solana top movers included Dacity +150%, Weft +550% and Pierre +29x

  • SpaceX TAM vastly higher than 28.5T: Elon

  • Pumpfun nears Hyperliquid on 30 day revenues

  • Pumpfun intros biggest referral program ever

  • China unveils 13-foot, 2,400 lb humanoid robot

  • BYD e-SUV packs 9-minute flash charging

All the best!


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