📅 1. Macro Calendar & Earnings Watch
🇺🇸 U.S. Economic Data
• 12:30 UTC: September Durable Goods Orders (preliminary)
• 14:00 UTC: September New Home Sales
📊 Earnings
• Pre-market: Galaxy Digital ($GLXY), PayPal ($PYPL), SoFi ($SOFI)
• After market close: Robinhood ($HOOD)
🌐 Market Snapshot: USD/JPY 157.636, gold $4,009/oz, WTI $101.89, Brent $114.75, based on reported figures. Check live prices for updates.
Market watch: Economic data could influence expectations for U.S. growth and interest rates, while earnings from crypto and fintech companies may reveal changes in trading activity and consumer demand.
2. 🐻 MARA reportedly sells 1,000 BTC
Bitcoin miner MARA Holdings allegedly sold 1,000 BTC worth approximately $80.19M, according to Lookonchain. The transaction is worth monitoring, but one reported sale does not confirm a broader selling trend.
Miners mine the Bitcoin. Sometimes, they also supply the sell pressure.
3. 💵 Solana USDC issuance reportedly hits $1.12T in 2026
Circle has reportedly issued $1.1201T in USDC on Solana this year, nearly double the $562.5B reported for all of 2025. Two transactions on October 26 reportedly added $500M.
Market watch: Growing issuance points to expanding on-chain dollar activity, but issuance volume alone does not prove net capital inflows or immediate buying pressure.
More digital dollars. The next question is where they flow.
4. 🤖 Anthropic’s reported IPO filing puts AI capital in focus
According to reports citing its S-1 filing, Anthropic held $112.4B in cash and equivalents plus $19.3B in short-term investments as of June 30, totaling approximately $131.7B. Its fundraising and computing commitments illustrate the enormous cost of competing in frontier AI.
The AI race is no longer just about models. It is about money, chips, and compute.
5. 🏦 BNB Standard marks its Nasdaq rebranding
Formerly CEA Industries, BNB Standard Corporation celebrated its rebranding and the appointment of CEO Alex Odagiu with a Nasdaq opening-bell ceremony. Its strategy centers on corporate BNB treasury management and plans to operate validator nodes on BNB Chain.
Market watch: Corporate crypto treasuries are expanding beyond Bitcoin, but concentrated holdings can amplify exposure to token-price volatility.
6. 🇳🇱 Dutch crypto tax proposal faces industry pushback
The Netherlands is expected to hold a parliamentary vote on November 12 over proposed tax reforms. Under the current proposal, crypto, gold, and foreign currencies could remain subject to annual tax on unrealized gains through at least 2030, while certain financial assets would transition to capital-gains taxation upon sale from 2028. The proposal is not final.
Market watch: Taxing unrealized gains could force investors to find cash to pay tax without selling their holdings.
7. ⚛️ Intel moves into quantum software
Intel has reportedly agreed to acquire quantum software company Classiq, aiming to combine its automated quantum algorithm platform with Intel’s semiconductor spin-qubit technology and manufacturing capabilities. The deal is expected to close in the first half of 2027, subject to approvals. Financial terms were not disclosed.
AI today, quantum tomorrow. My laptop still needs to survive 37 open tabs.
8. 🌐 RedotPay reportedly targets a $5B+ U.S. IPO valuation
RedotPay is reportedly preparing a confidential U.S. IPO filing before year-end, targeting a valuation of at least $5B. Reports cite more than 9M customers and annualized revenue above $180M, with pre-IPO fundraising discussions valuing the company at $4B to $5B.
Market watch: A potential listing would add another crypto-linked financial company to the public-market pipeline.
My market take: Today’s focus is the intersection of macro data and liquidity. MARA’s reported BTC sale adds a potential supply signal, while Solana’s growing USDC issuance points to expanding stablecoin activity. Meanwhile, Anthropic’s reported financial position highlights the scale of capital flowing into AI.
What matters most today: macro data, Bitcoin flows, stablecoin growth, or the AI IPO race?
DYOR. Not financial advice.