ZEROBASE WOCHENBERICHT 26.10.–1.11.

ZEROBASE · 2026-11-02T07:25:00.000Z

ZBT bewegte sich in der Woche vom 26. Oktober bis zum 1. November in einer engen Spanne von etwa 0,068 bis 0,072 $, und schloss bei rund 0,070 $, da die defensive Stimmung am breiteren Markt jede nennenswerte Kaufnachfrage begrenzte. Der Token zeigte sich relativ stabil. Die gesamte Marktkapitalisierung des Kryptomarkts lag zum Wochenschluss bei rund 2,61 Billionen $, ein Rückgang von etwa 2,7 % im Wochenvergleich, während die Bitcoin-Dominanz nahe 60 % blieb. Bitcoin startete mit rund 80.100 $ in den Zeitraum und schloss im Bereich von 77.500 bis 78.200 $, was einem wöchentlichen Rückgang von etwa 3 % entspricht. Die Handelsspanne reichte von einem Wochenhoch zur Wochenmitte bei etwa 81.900 $ bis zu einem Tief von rund 76.300 $, wobei der stärkste Verkaufsdruck nach dem Sicherheitsvorfall vom 29. Oktober einsetzte. Ethereum entwickelte sich prozentual nahezu identisch und schloss bei rund 2.250 bis 2.270 $. Beide Vermögenswerte notierten in den meisten späteren Handelssitzungen unter den Marken von 80.000 $ beziehungsweise 2.300 $, die Anfang Oktober als kurzfristige Unterstützung gedient hatten.

ZBT traded inside a narrow band of roughly $0.068–$0.072 across the week of October 26 to November 1, finishing near $0.070 as the broader market’s defensive tone limited any meaningful bid. The token’s relative stability.

Total crypto market capitalization settled near $2.61 trillion, down approximately 2.7% on the week, while Bitcoin dominance held close to 60%. Bitcoin opened the period near $80,100 and closed in the $77,500–$78,200 area, a weekly decline of roughly 3%. 

Its range stretched from a mid-week high around $81,900 down to a low near $76,300, with the sharpest selling arriving after the October 29 security incident. Ethereum followed a nearly identical percentage path, finishing near $2,250–$2,270. Both assets spent most of the later sessions below the $80,000 and $2,300 levels that had acted as short-term support earlier in October.

Derivatives positioning reflected the shift. Funding rates stayed muted while long liquidations accelerated once price broke the prior range. The week’s defining event was the October 29 Binance incident, in which attackers drained approximately $6.3 billion across multiple chains in a matter of hours—the largest theft recorded in crypto history. 

On-chain tracing linked the activity to the North Korean group, with Ethereum accounting for the largest share of value, followed by Bitcoin and several other networks. Roughly $2.7 billion was subsequently frozen by stablecoin issuers and network participants, while Binance stated it would cover remaining user losses from company reserves and emergency funds.

The episode produced elevated exchange-related flows, including large BTC and ETH transfers between hot wallets and attacker-controlled addresses before partial freezes took effect. Withdrawals were paused and then partially restored over the following days, and reported outflow estimates in the immediate aftermath varied widely across on-chain observers. The incident coincided with a drop in the Fear & Greed Index into the 30–34 Fear zone by the weekend, reversing the more neutral readings that had prevailed earlier in the week.

Spot Bitcoin ETF flows mirrored the risk-off turn. Early-week inflows were more than offset by a $643 million outflow on October 30, leaving the complex net negative for the full period; BlackRock’s IBIT and several other products contributed to the Friday redemption. Ethereum ETFs extended a multi-week streak of net outflows. The combination of the exchange security event and the late-week equity sell-off amplified the redemption pressure, and total net assets across the Bitcoin ETF complex remained well above $100 billion even after the day’s outflow.

Macro conditions reinforced the caution. U.S. equities closed the week lower, with the S&P 500 finishing at 7,580.07 for a 0.57% weekly decline and the Nasdaq Composite falling 2% to 25,437. Friday’s session was the weakest for the S&P 500 since early June, driven by sharp losses in technology and AI-related names amid renewed questions about capital expenditure intensity. The 10-year Treasury yield eased toward 4.93%.

Energy markets stayed elevated against the backdrop of ongoing Middle East tensions. Brent crude settled near $117.64 and WTI near $104.12, supported by risks around the Strait of Hormuz, tanker incidents, and Houthi activity linked to the broader Iran conflict. Oil’s rise kept inflation concerns in focus and limited the scope for any sustained recovery in risk assets, including crypto.

On-chain metrics beyond the hack-related flows showed a modest contraction in stablecoin supply over the week, consistent with the broader de-risking. Whale and long-term holder activity outside the forced movements tied to the incident remained subdued, and Bitcoin’s realized volatility stayed compressed relative to earlier October swings even as the absolute price level declined. Exchange balances reflected the temporary disruption at the largest venue, while broader network activity did not show a comparable spike in organic demand.

The week therefore closed with price action clustered below the prior $80,000–$82,000 support band, ETF flows turned negative after early strength, and sentiment locked in Fear territory. The combination of the largest recorded exchange theft, equity weakness concentrated in growth stocks, and elevated oil prices left the market defensive heading into the new week, with any recovery dependent on clearer evidence that the security event had been contained and that macro pressures were not intensifying further.