NEWS DAILY · Daily News
2026.11.03 Tuesday
🧭 Crypto Market
1️⃣ Binance hack update: North Korea rejects the U.S. accusation that it was the “largest crypto hack in history”; Binance’s October 31 proof-of-reserves snapshot has generated a zero-knowledge proof that users can independently verify, and the company says there is “no shortfall in funds”; about $3.64 billion in net outflows in roughly 9.5 hours after withdrawals resumed.
2️⃣ Bitcoin briefly slid toward $75,000 (a “sweep” ahead of the midterms), with traders focused on the key $75k support level; Benjamin Cowen notes that Q4 marked the lows in all three previous midterm election years (2014/2018/2022), while Polymarket puts the odds of Democrats taking control of the Senate at about 74%.
3️⃣ ZachXBT warned that over $106 million was stolen from accounts belonging to an EU entity across multiple centralized exchanges; the attackers are moving the funds cross-chain and through privacy coins such as Monero. Brazil’s largest exchange, Mercado Bitcoin, suffered a security incident involving about $40–49 million and suspended deposits and withdrawals. Holy crap, it really is a hacker bull market.
4️⃣ Saylor and Strategy: Michael Saylor posted “₿on appétit”; Strategy added 811 BTC (about $65.5 million), bringing its holdings to 849,327 BTC, and bought back STRC. Institutions and retail investors are busy calling each other idiots.
5️⃣ Binance launched the “ThankYouBinancians” campaign (KYC users can claim a 100 USDC fee voucher; a 20 million USDC prize pool; and up to about 10% annual yield on savings products). Bitget and OKX are also offering high rates to attract deposits. We retail investors hope this money-grab contest lasts a while, haha @heyibinance.
📌 U.S. Stock Market
1⃣ The three major indexes were mixed, while U.S. tech stocks fell sharply. The aftershocks of October’s “AI sell-off” continued, weighing on the Nasdaq and Philadelphia Semiconductor Index. I was going to buy the dip, but the big guy is still bearish, so I’ll hold off.
2⃣ AI heavyweights such as Nvidia came under pressure; Jensen Huang said he is considering participating in OpenAI’s next funding round and IPO. AMD/MU/SNDK extended their declines, and the memory sector showed no signs of stabilizing.
3⃣ Google wavered amid the AI valuation narrative, then made a modest recovery; META/AMZN traded sideways near their lows after earnings. (11/2)
4⃣ CRCL remained under pressure as BTC slid toward $75,000; SPCX/Apple held up relatively well. Markets await the twin events of the November 3 midterm elections and the November 4 reserve snapshot.
5⃣ Oil rose while gold was mixed, keeping macro hedges in focus; the midterm election results (voting officially begins on 11/3) will determine the short-term direction of risk assets.
🌍 International News
1⃣ The U.S. midterm elections officially got underway, with both parties making a final push; debate over a “Democratic comeback” dominated public discourse, with the deciding factors said to be “cost of living and the Iran war.”
2⃣ Wang Yi met with Bagheri, Deputy Secretary of Iran’s Supreme National Security Council; Witkoff said the U.S. will mediate Ukraine-Russia talks in the UAE on the 10th–11th.
💻 IT · AI & Tech
1⃣ OpenAI funding: target cut by $10 billion, with a valuation of about $1.25 trillion; Altman previewed the next-generation GPT (10,000 agents tackling Millennium Prize Problems).
2⃣ OpenAI and Claude’s new flagship models were unveiled on the same day, bringing major updates to the industry’s large language models.
3⃣ Li Jiaqi’s livestream sold 2 trillion tokens in half an hour (Qianwen Office); Jensen Huang said Nvidia will consider participating in OpenAI’s next funding round and IPO.
#Bitcoin #Ethereum #Solana #Crypto #AI
https://x.com/flyiiawei/status/2117430588076589387
For beginners, it’s best to watch more and trade less. If you’re buying crypto, just buy $BTC
2026.11.03 Tuesday
🧭 Crypto Market
1️⃣ Binance hack update: North Korea rejects the U.S. accusation that it was the “largest crypto hack in history”; Binance’s October 31 proof-of-reserves snapshot has generated a zero-knowledge proof that users can independently verify, and the company says there is “no shortfall in funds”; about $3.64 billion in net outflows in roughly 9.5 hours after withdrawals resumed.
2️⃣ Bitcoin briefly slid toward $75,000 (a “sweep” ahead of the midterms), with traders focused on the key $75k support level; Benjamin Cowen notes that Q4 marked the lows in all three previous midterm election years (2014/2018/2022), while Polymarket puts the odds of Democrats taking control of the Senate at about 74%.
3️⃣ ZachXBT warned that over $106 million was stolen from accounts belonging to an EU entity across multiple centralized exchanges; the attackers are moving the funds cross-chain and through privacy coins such as Monero. Brazil’s largest exchange, Mercado Bitcoin, suffered a security incident involving about $40–49 million and suspended deposits and withdrawals. Holy crap, it really is a hacker bull market.
4️⃣ Saylor and Strategy: Michael Saylor posted “₿on appétit”; Strategy added 811 BTC (about $65.5 million), bringing its holdings to 849,327 BTC, and bought back STRC. Institutions and retail investors are busy calling each other idiots.
5️⃣ Binance launched the “ThankYouBinancians” campaign (KYC users can claim a 100 USDC fee voucher; a 20 million USDC prize pool; and up to about 10% annual yield on savings products). Bitget and OKX are also offering high rates to attract deposits. We retail investors hope this money-grab contest lasts a while, haha @heyibinance.
📌 U.S. Stock Market
1⃣ The three major indexes were mixed, while U.S. tech stocks fell sharply. The aftershocks of October’s “AI sell-off” continued, weighing on the Nasdaq and Philadelphia Semiconductor Index. I was going to buy the dip, but the big guy is still bearish, so I’ll hold off.
2⃣ AI heavyweights such as Nvidia came under pressure; Jensen Huang said he is considering participating in OpenAI’s next funding round and IPO. AMD/MU/SNDK extended their declines, and the memory sector showed no signs of stabilizing.
3⃣ Google wavered amid the AI valuation narrative, then made a modest recovery; META/AMZN traded sideways near their lows after earnings. (11/2)
4⃣ CRCL remained under pressure as BTC slid toward $75,000; SPCX/Apple held up relatively well. Markets await the twin events of the November 3 midterm elections and the November 4 reserve snapshot.
5⃣ Oil rose while gold was mixed, keeping macro hedges in focus; the midterm election results (voting officially begins on 11/3) will determine the short-term direction of risk assets.
🌍 International News
1⃣ The U.S. midterm elections officially got underway, with both parties making a final push; debate over a “Democratic comeback” dominated public discourse, with the deciding factors said to be “cost of living and the Iran war.”
2⃣ Wang Yi met with Bagheri, Deputy Secretary of Iran’s Supreme National Security Council; Witkoff said the U.S. will mediate Ukraine-Russia talks in the UAE on the 10th–11th.
💻 IT · AI & Tech
1⃣ OpenAI funding: target cut by $10 billion, with a valuation of about $1.25 trillion; Altman previewed the next-generation GPT (10,000 agents tackling Millennium Prize Problems).
2⃣ OpenAI and Claude’s new flagship models were unveiled on the same day, bringing major updates to the industry’s large language models.
3⃣ Li Jiaqi’s livestream sold 2 trillion tokens in half an hour (Qianwen Office); Jensen Huang said Nvidia will consider participating in OpenAI’s next funding round and IPO.
#Bitcoin #Ethereum #Solana #Crypto #AI
https://x.com/flyiiawei/status/2117430588076589387
For beginners, it’s best to watch more and trade less. If you’re buying crypto, just buy $BTC
