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Maylea Ma, 1inch’s deputy general counsel, expects federal agencies, rather than Congress, to lead the next phase of cryptocurrency regulation in the United States. She anticipates that the Securities and Exchange Commission, the Commodity Futures Trading Commission, and the Treasury will make substantive changes over the next few years. Ma cautioned, however, that engagement with the agencies cannot provide the stability the industry sought through legislation. D3 co-founder Michael Ho said major companies are holding back because agency guidance can be reversed, and that clear legislation would attract institutional capital to tokenized real-world assets.

Morgan Stanley announced that the bank had tokenized U.S. equities and U.S. Treasury securities through DTCC’s tokenization service (DTS). The bank said it was among the first to tokenize real-world assets following the service’s launch. DTS launched on October 28 and creates tokens backed by securities held at DTC.

Le rapport d'activité d'octobre de Lighter fait état d'un volume d'échanges cumulé de 72,9 milliards de dollars sur sa plateforme principale et Robinhood Chain. Il recense 4,09 millions de dollars de frais et de revenus, la contribution de Robinhood Chain étant calculée après déduction de la part de Robinhood. Lighter prévoit de déposer en novembre une demande auprès de la Commodity Futures Trading Commission (CFTC) des États-Unis pour obtenir le statut de marché à terme désigné (Designated Contract Market, DCM) et son enregistrement en tant qu'organisme de compensation de produits dérivés (Derivatives Clearing Organization, DCO). Le rapport indique que les produits d'options traditionnels restent dans les temps, leur lancement étant attendu avant la fin de l'année.

Des intervenants de TOKEN2049 Singapour ont déclaré que les paiements pourraient inciter les consommateurs à utiliser des super-applications crypto au quotidien. ChangeNOW a organisé quatre tables rondes avec des dirigeants de MetaMask, Trezor, WalletConnect et d'autres entreprises du secteur des cryptomonnaies afin d'évoquer l'adoption par le grand public. Alex Radu, PDG de Pulsar Money, a désigné les paiements et le trading comme des fondements possibles pour des applications proposant plusieurs services financiers. Michelle Herman, de CoinRoutes, s'est toutefois demandé si une plateforme unique réunissant tous les services serait nécessairement préférable. L'adoption régulière dépendra de la capacité à offrir la commodité, la fiabilité et la confidentialité attendues par les consommateurs des services financiers traditionnels.

Kevin O'Leary a laissé entendre qu'il continuerait de soutenir les républicains du président Donald Trump avant les élections de mi-mandat, estimant que les investisseurs mondiaux n'ont pas de meilleure alternative que l'économie américaine. O'Leary n'a toutefois mentionné explicitement ni Trump ni le Parti républicain. Il a reconnu que les ménages subissaient des difficultés financières, mais affirmé que les États-Unis recevaient 52 cents de chaque dollar investi à l'étranger, sans citer de source. Le Rapport économique du président de 2025 estimait que les États-Unis représentaient environ 41 % des flux mondiaux bruts de capitaux entrants en 2022 et 2023. Les républicains abordent le scrutin avec une majorité de 53-47 au Sénat à défendre. O'Leary a averti que les élections de mi-mandat pourraient provoquer un blocage politique à Washington et affecter une réglementation favorable aux cryptomonnaies, notamment le Clarity Act.

NEAR Protocol’s House of Stake approved proposal HSP-029 on November 2, which calls for a 36% reduction in the annual token emission cap. The proposal would gradually lower the cap from 2.5% to 1.6% over 24 months. Its implementation still requires approval from the House of Stake’s Security Council, approximately 90 days of preparation, and completion of the protocol upgrade by validators. The current allocation ratios would remain unchanged: staking participants would continue to receive 90% of newly issued tokens, and the treasury 10%.

Markus Thielen, founder of 10x Research, expects bitcoin to reach $90,000 by year-end, after a possible pullback to $77,000–$79,000. Thielen said that institutional investors selling call options after rallies make major bitcoin gains less frequent. He estimates that market makers could account for half of the $60 billion in net inflows into spot bitcoin ETFs that he analyzed. Thielen also expects Ethereum to underperform bitcoin.

Zach Pandl, directeur de la recherche chez Grayscale, a déclaré que plus de 6 milliards de dollars avaient été dérobés à Binance en octobre, portant les pertes liées à la sécurité des cryptomonnaies en 2026 à plus de 8 milliards de dollars, un record. Pandl a indiqué que Binance avait entièrement reconstitué 95 % des actifs concernés et que ses clients ne subiraient aucune perte. Des émetteurs de stablecoins, dont Tether et Circle, ont gelé environ 2,9 milliards de dollars, soit près de 45 % des fonds dérobés. Les fonds gelés devraient être restitués à Binance. Pandl estime que l'incident pourrait temporairement affaiblir la confiance du marché, mais qu'il conduira à terme toutes les plateformes d'échange à renforcer leurs pratiques de sécurité.

Ethereum Foundation researcher Justin Drake announced on November 3 that leanVM had completed its end-to-end formal verification. This minimalist zkVM can process more than 1,000 leanXMSS aggregations per second. At Devcon 8, Drake set December 2028 as the new deadline for Ethereum's full transition to post-quantum security, allowing the network forks the time they need.

Les premiers bureaux de vote pour les élections américaines de mi-mandat ferment à 19 h, heure de l’Est, et les résultats devraient commencer à tomber bientôt. Certains résultats du vote anticipé en personne pourraient être communiqués avant cette heure. Les cryptomonnaies ne sont pas une préoccupation majeure des électeurs, mais le résultat déterminera les efforts de l’industrie en matière de réglementation et de législation pour le reste du mandat du président Donald Trump. Certains scrutins pourraient rester indécis après mardi soir, voire mercredi matin.

THORChain's RUNE token gained about 15% in 24 hours as the protocol resumed trading on most networks after a weekend outage. CoinMarketCap put RUNE at around $0.64 on Wednesday. THORChain's status page indicated that trading and transaction signing were working on 10 of the 13 external networks, while BNB Smart Chain, Cosmos Hub and Solana remained suspended. The outage was linked to a block reorganization on Ethereum, which exposed a refund bug and led to an additional 10 ETH being paid out.

OpenAI announced the Grid Protectors program on Monday, which proposes that future AI facilities reduce their electricity consumption during emergencies and periods of peak demand. A planned facility in Georgia could temporarily reduce its consumption by up to 1,000 megawatts under a 25-year agreement with Georgia Power. The approved agreement requires OpenAI to cover all infrastructure costs necessary to power the facility. Axios reported that OpenAI is preparing a political communications and public relations campaign after the midterm elections to rebrand data centers as “AI compute campuses.” OpenAI has not announced binding demand-reduction commitments for the other facilities in the national program.

As of the close on November 2, XRP’s apparent discount on Coinbase fell from about 0.168% to 0.006% after converting Binance’s USDT-denominated price into dollars. CryptoQuant user Arab Chain reported a Coinbase XRP premium index of about -0.16%, interpreting the eight-month low as a sign of relatively weaker demand on Coinbase. However, Arab Chain clarified that the index could not conclusively establish whether downward pressure would persist. A separate 60-minute comparison showed a small median premium after conversion. It has not been established that there are more comparable trades initiated by sellers, and the price comparison does not demonstrate that an executable arbitrage opportunity exists.

A poll conducted in April at CoinDesk's request found that 533 of the 849 respondents to a question about cryptocurrencies had a less favorable opinion of the sector. The other 316 respondents expressed a more favorable opinion. The survey involved 1,000 randomly selected registered voters across the United States. Respondents who leaned Republican were almost evenly split, while those who leaned Democratic were significantly more negative. Supportive respondents cited investment gains and perceived security, while skeptical respondents pointed to investment risks, insufficient regulation, fraud, and other concerns.

Custodia Bank CEO Caitlin Long believes the theft of more than $6 billion from Binance gives cryptocurrency hacks a geopolitical dimension and could change stablecoin regulations. The FBI attributed the October 29 attack to TraderTraitor, a hacking unit linked to the North Korean state. Nearly half of the stolen funds have now been frozen, mainly by stablecoin issuers. Caitlin Long expects U.S. authorities to require compliance controls to be built into stablecoin smart contracts. Binance says it has covered 95% of the stolen tokens.

Americans voted Tuesday in the 2026 midterm elections to fill all 435 seats in the House of Representatives and 35 Senate seats. Republicans control both chambers, while Democrats need to gain four net Senate seats and three House seats to take control. According to Reuters, cryptocurrency industry spending has reached about $176 million across more than 100 elections this year. The outcome could affect cryptocurrency legislation, including the stalled CLARITY Act. Democratic control of either chamber could also lead to greater scrutiny of President Donald Trump’s activities in the cryptocurrency sector. Reuters reported last week that Democratic lawmakers were preparing new investigations into possible conflicts of interest involving Trump family businesses.

Jim Cramer voiced his support for CrowdStrike after the company launched a tool that can stop AI agents behaving inappropriately. CrowdStrike shares have fallen nearly 10% over the past week. CrowdStrike says administrators can stop an agent, prevent it from restarting, and disconnect it from the network. For now, the tool stops agents at a traffic gateway; the ability to stop them on employees’ computers is planned for later. Jeff Pollard, an analyst at Forrester, warned that current AI agents could bypass such controls.

Kim Yo Jong denied the FBI's accusation that North Korea had stolen more than $6 billion in crypto assets from Binance. She also rejected any dialogue with Washington in a statement broadcast Wednesday by the official KCNA news agency. Kim Yo Jong said the United States must abandon its hostile policy toward North Korea before the issues can be resolved. The rejection comes amid speculation about a possible summit between President Donald Trump and North Korean leader Kim Jong Un later this month.

The theft of around $6.3 billion from Binance last week highlights the infrastructure risks that tokenized securities may share with cryptocurrencies. U.S. authorities and blockchain analytics firms have attributed the attack to TraderTraitor, a North Korean hacking unit. Holders of tokenized securities may have broader recovery rights than those associated with cryptocurrencies, but protection depends on the securities’ structure and the power to intervene. Adam Popat, CEO of SettleMint, said issuers could freeze, invalidate and replace stolen tokens under certain structures. Anthony DeMartino, CEO of Sentora, said market makers had withdrawn from trades during the Binance hack, highlighting the risk that tokenized assets may not find buyers during periods of market stress.

Tether CEO Paolo Ardoino said the company held around 150,000 bitcoins, worth approximately $11.5 billion at current prices. That total is about 50,000 bitcoins more than the roughly 100,060 BTC implied by Tether's third-quarter reserves attestation. Ardoino did not specify where the additional bitcoins were held or when they had been acquired, so his statement does not establish that a new purchase of this size took place. Tether says the company's bitcoin investments are separate from the reserves backing USDT.