Crypto News and Tradfi News - COINOTAG

• Solana traded at $95.40 on Nov 1, below the $96 support zone flagged on Oct 27.
• Alejandro Arrieche set $96 and the 200-day EMA as primary daily support on Oct 27.
• Arrieche's downside scenario projected a slide toward $84-$77 if $96 failed, with $110 on recovery.
SOL Crosses Under the $96 Mark
The Solana (SOL) price moved under the $96 support zone on Nov 1, with market snapshots taken at 05:01 UTC showing $95.40 and a follow-up reading at 06:38 UTC printing $95.49. The 24-hour window recorded alongside those snapshots spanned $95.16 to $96.10, so the token spent the session oscillating around the $96 line rather than settling on one side of it. COINOTAG's live monitoring now puts SOL at $95.48, down 0.24% over 24 hours, still beneath the band in question. One caveat matters: the values are page displays rather than confirmed fills on a specific spot pair, so a single intraday reading cannot settle whether support has held or given way. Solana, the layer 1 blockchain protocol behind a large payments and decentralized-applications ecosystem, has been compressing near the bottom of its recent range through the past week, a stretch our Solana ecosystem coverage has followed from the $100 retest to this band test.
The $96 area carries weight because of a projection issued on Oct 27 by Alejandro Arrieche, senior virtual assets analyst at FXEmpire. Writing when SOL was retesting the region around $100, Arrieche projected that weak sentiment and seller-side control would pull the market down to $96 for a renewed test of past support. He set $96 and the 200-day exponential moving average (EMA), a long-term moving average that weights recent prices more heavily, as the primary support band on the daily chart. That reading rested on two stated conditions, soft sentiment and order flow tilted toward sellers, and the Nov 1 snapshots landed almost exactly where that framework pointed. His note stated that the EMA and $96 levels belonged to the Oct 27 analysis, not to live indicator values, a distinction that matters because the EMA moves with price each session. The gap between the two Nov 1 snapshots was under $0.10, a margin small enough to suggest the market was marking time at the level.
Composite Resistance Sits at $96.76
The $96 zone now reads differently on our own scoring. COINOTAG's composite support and resistance model, which grades each level from 0 to 100 by the indicators converging on it, places the strongest resistance at $96.76, scored 93 out of 100, directly overhead, with the deepest support at $93.81, scored 85/100, not far below. The MACD signal is bearish, the RSI sits at 30.13 and the trend reading is a downtrend, so momentum points the same direction as the slide under the band. Positioning data adds a wrinkle: perpetual funding at -0.0006% and a long/short account ratio of 3.75, with 78.9% of accounts still long. The full support and resistance levels are set out in our Solana technical analysis.
Conditional Targets From the Oct 27 Note
Arrieche's Oct 27 framework ran in two directions, both explicitly conditional. A daily recovery of the support band would open an attempt to reclaim $110, while a loss of $96 exposed a slide toward $84 to $77, with the analyst framing both branches as scenarios for that moment rather than standing forecasts. The market has since traded through the lower edge of that map. Price-history records show an intraday low of $99.29 on Oct 29, followed by the $95.16 to $96.10 range carried on the Nov 1 snapshots. The two readings deserve care: the earlier low came from a different venue's price history, and price histories differ in method from one exchange to the next, so the figures cannot be chained into a single drawdown measurement.
Confirmation of a genuine break is therefore pending in a specific sense. A displayed page value under $96 shows where the market sat at a moment, not that the level failed on a closing basis. The difference between an intraday dip and a daily close beneath the band is what separates a wobble from a regime change, and until a daily candle lands clearly on one side, the $110 and $84-$77 branches remain the working map for anyone trading the projection.
Nothing in the projection touched the structural pipeline around the token, which kept producing separate developments while the price compressed. COINOTAG's own coverage put tokenized real-world asset value on the network at a record $5.19 billion on Oct 29, while Mirae Asset issued a Solana tokenized bond inside its $3 billion program. Those sit apart from the technical picture, though both belong to the wider altcoin market backdrop rather than to the support story. What decides the near-term path is the tape itself: the market finished the Nov 1 snapshots under the band, no daily close has reclaimed it yet, and the next candles determine which branch of the map activates.

• Binance scheduled first-phase BNB withdrawals between 15:00 and 18:00 KST on November 1, 2026.
• Binance raised incident compensation from about 90% on October 31 to about 95% on November 1.
• Binance committed over $6.34 billion to compensate users affected by the incident.
BNB Withdrawals Enter First Phase
BNB withdrawals return to Binance on Sunday, with the crypto exchange scheduling the first phase between 15:00 and 18:00 KST and naming BNB among the tokens included. The notice, issued on 2026-11-01, frames the window as a schedule rather than a promise: the company separates the planned resumption from the actual moment any single BNB withdrawal clears, and from whether the withdrawal system as a whole has returned to normal. For BNB holders the distinction is practical. A withdrawal window is the mechanism that returns custody-held tokens to wallets users control themselves, and its reopening is what lets them move funds again after the pause. Compensation work ran ahead of the plumbing through the weekend. An update published on Saturday, 2026-10-31, put roughly 90% of the funds affected by the incident back with users; a Sunday update lifted that share to about 95%. The company has committed more than $6.34 billion to the effort, a figure it describes as the amount allocated to compensation rather than the size of the loss itself. Balance coverage sits alongside the payouts: the exchange states that customer holdings across ten major tokens, BNB among them, are backed at 100%. Both lines come from the company's own recovery updates, which have moved the restoration share upward in successive releases. Trading, for its part, never stopped. BNB price action closed Saturday's session at $703.95 after an intraday dip to $698.79, and live monitoring at 07:50 UTC on Sunday placed the token at $705.98, up 0.9% over 24 hours, a print that leaves the asset slightly above where October ended, with the session low and the current quote sitting on either side of the $700 line.
October Closed 5.5% Short of Target
Saturday's daily candle carries the detail behind the finish. On spot markets, the UTC record for 2026-10-31 shows an open of $704.41, a high of $710.83 and a low of $698.79 before the $703.95 close. That candle is drawn on UTC time and was only finalized at 09:00 KST on Sunday, which is why an October 31 close was confirmed the following morning in Seoul. The session spent part of its life under the $700 line and ended back above it, so the widely discussed “$700 defense” is a statement about the close, not about every hour of trading. The week's arithmetic frames how the month ran out. Thursday's 2026-10-29 candle lost 8.08%, Friday's added 0.85% and Saturday's trimmed 0.07%, each measured against the prior UTC close. Against that sequence, CoinDCX's month-end outlook, published on 2026-10-30 under the title “BNB Price Prediction October 2026,” called for a close near $745 inside a $700 to $770 range. The actual $703.95 finish landed inside that range and still missed the target by $41.05, about 5.5%. The forecast itself draws the distinction: meeting the range and reaching the target are separate tests, and October passed one without the other. A conditional map dated 2026-10-31 kept the paths symmetrical. A daily close under $690 would hand the next reference to $680, while a recovery of the $735 to $750 band would reopen the run toward $770. Saturday's close cleared neither trigger and left the market between them. An earlier session held its $735 trend line through a pullback from $810, which shows how finely that upper band is drawn. The $41.05 gap to the target is more than three times the session's full high-to-low span of $12.04.
Resistance Sits Just Above the Market
The standing BNB technical analysis map puts the hardest ceiling within arm's reach of the live quote. Resistance at $707.29, where the EMA 100, the pivot point and the 0.382 Fibonacci meet, scored 100/100, about $1.30 above $705.98. Support at $688.24 scored 96/100, and the next marked ceiling beyond sits at $777.91, where the Supertrend Indicator meets the Ichimoku cloud top. Momentum is defensive: the RSI reads 39.49 and the trend label is a downtrend. Open interest stands at $617.1 million and the long/short account ratio at 2.88, 74.2% long, a crowd that becomes exit liquidity if $707.29 holds. The BNB market mood reads 34 out of 100 on the Fear & Greed Index. The $39.02 gap from the live quote to the $745 target closes at $707.29 first; below $688.24, $680 returns.

• Binance resumed withdrawals across 15 blockchain networks between 06:00 and 09:00 UTC on Nov. 1.
• The exchange recovered 95% of assets stolen in the $6.3 billion hot wallet breach, up from 90%.
• The first phase covers Bitcoin, Ethereum, XRP Ledger, BNB Smart Chain, Solana, Tron and Dogecoin.
Withdrawals Resume on 15 Networks
Binance switched Bitcoin (BTC) withdrawals back on Sunday, Nov. 1, ending a suspension imposed after a security breach drained roughly $6.3 billion in cryptocurrency from the exchange's hot wallets. In an announcement posted on X, the exchange said withdrawal services would resume progressively between 06:00 and 09:00 UTC, with security and infrastructure readiness checks running alongside each stage of the rollout. For traders tracking the Bitcoin (BTC) price, the restart restores direct on-exchange access to the largest assets after several days in which deposits were accepted but outbound transfers were not. The notice singled out Bitcoin, Ethereum (ETH), XRP and Solana (SOL) among the majors returning in the opening wave. The first wave spans 15 blockchain networks, and the exchange described the set as the first phase of the resumption, with further waves to follow once outstanding checks are complete. It covers Bitcoin, Ethereum, the XRP Ledger, BNB Smart Chain, Solana, Tron and Dogecoin, together with altcoin assets such as Zcash (ZEC), Avalanche (AVAX), Sui, Polygon (POL) and Arbitrum (ARB). Stablecoins are in scope from the same window: Tether (USDT) and USD Coin (USDC) withdrawals go live on multiple networks. Binance said the selection followed user withdrawal demand recorded over the past week, and cautioned that not every listed coin and network would switch on at the same moment. Deposit services never stopped during the freeze, so the restoration concerns the outbound leg of user flows rather than the reopening of the platform itself.
Update (1 Nov 07:18 UTC): Binance, which plans to reopen withdrawals in phases less than 72 hours after the largest recorded crypto theft in dollar terms, cautioned that users could face temporary delays as traffic returns and promised to absorb the financial damage itself rather than pass it to users.
Meanwhile, the FBI has formally attributed the breach to North Korean hackers, warning that the stolen assets are already moving through laundering channels, and US President Donald Trump said he will talk to the Koreans about the attack. Binance, which plans to reopen withdrawals in phases less than 72 hours after the largest recorded crypto theft in dollar terms, cautioned that users could face temporary delays as traffic returns and promised to absorb the financial damage itself rather than pass it to users. A full post-incident report will follow once the investigation concludes.
95% of Stolen Assets Recovered
The restart closes out the exchange's response to a breach in which attackers pulled about $6.3 billion in digital assets out of hot wallets, the internet-connected wallets an exchange keeps funded so customer withdrawals can be paid instantly. Outbound transfers were frozen to contain the damage, run the internal investigation and prevent further losses, while deposits stayed live throughout. Recovery has moved quickly since: Binance now reports that roughly 95% of the affected assets have been recovered, up from 90% at the company's previous update on the effort. The five-point jump between updates is the clearest measure of how fast repurchases have progressed. Balances of the highest-volume assets are described as fully backed, meaning user holdings are covered in full, and the list spans Bitcoin, Ethereum, XRP, Solana, BNB, USDT, USDC, Zcash, USD1 and Ripple USD (RLUSD). The residual 5% consists of less liquid coins that are difficult to buy in large amounts without moving their prices, which is why networks are being enabled in stages instead of all at once. Bitcoin holders now have what they lacked during the freeze: a documented, fully backed balance and a live withdrawal window to move coins wherever they choose.
Custody Risk Back on the Table
The pace matters, but so does what it leaves open: the un-recovered 5% sits in thin markets where bulk buying would move prices, and no completion date has been offered, so part of user balances stays in limbo. The breach also revives the self-custody argument at the core of Bitcoin maximalism. An ETF wraps Bitcoin in a fund's custodial structure, exchange balances sit on the venue itself, and users choosing between the two now hold a fresh $6.3 billion data point. Coins kept in self-custody were untouched by the freeze, which is the standing case for those who HODL off-exchange. Whether whale flows rotate back to centralized venues is something on-chain data will show in the days ahead. For users returning to the venue, the walkthrough How to Buy Bitcoin on Binance reflects the current setup. Context elsewhere: Bitcoin miner holdings rose 1,797 BTC in the biggest weekly build in six weeks, and J.P. Morgan forecast 10% annual returns for Bitcoin across 10 to 15 years. The next dated step is the completion of readiness checks as the remaining networks switch on through Sunday.

• Aave (AAVE) traded near $139.33 on Sunday, up 5.7% over 24 hours.
• Bitcoin added just 0.40% and total market capitalization 0.11% over the same window.
• An attacker linked to the Binance wallet hack used stolen USDT as loan collateral on Aave.
Aave Climbs in a Flat Market
Aave price moved sharply against a market that otherwise went nowhere on Sunday, adding about 6% over the past 24 hours to trade near $139. COINOTAG's live reading puts the token at $139.33, up 5.7% on the day, after it had climbed 6.75% over 24 hours to reach $139.25 by 06:06 UTC. The advance was standalone by construction: Bitcoin added only 0.40% and total cryptocurrency market capitalization 0.11% over the same window, so the bid behind Aave came from coin-specific judgment rather than a broad lift. Traders attribute the strength to a rebuild of confidence in the protocol's risk management after the recent attack. Between Oct. 29 and Oct. 31, an attacker connected to the Binance hot wallet hack used stolen Tether (USDT) as collateral to draw loans against Aave, and the lending protocol answered with an emergency freeze of the affected markets before reopening them, freezing tBTC reserves preemptively along the way. Because that response, coordinated by the protocol's risk-service provider LlamaRisk, kept bad debt from forming, participants have started to treat the protocol's crisis handling as a strength rather than a liability. Neither the freeze nor the reopen is a fresh development of Sunday; both landed earlier in the week. What changed on Sunday was the market's reading of them. As the initial hack scare faded, attention rotated from the exploit itself to how the infrastructure absorbed it, a pattern that in past episodes has steered capital toward the most proven DeFi assets once sentiment steadies. Sentiment gauges stayed in fear territory even as the token rose, which some desks read as the condition in which dips tend to be bought rather than chased. Whether that translation of relief into durable demand holds is the question the next two sessions will answer.
The technical picture still asks for proof. COINOTAG's composite scoring rates the strongest overhead resistance at $146.72, where the Bollinger middle band, the R3 pivot and the 0.382 Fibonacci level meet, at 88 out of 100, while the first support below the market sits at $131.34, an EMA 100 and Ichimoku Tenkan cluster, scored 72 out of 100. Those bands frame the levels this session is watching: hold the $131 area and the path toward the $146.72 ceiling stays open, lose it and the rebound loses its floor. Positioning is light, with the perpetual funding rate at -0.0105% and open interest at $117.5 million, so leverage demand is muted and the move has not been carried by crowded longs. The daily support and resistance levels still carry a downtrend label with the relative strength index at 46.15, which is why the rally is treated as a repair within a larger slide until it proves otherwise.
The Freeze and Reopen Behind the Bid
The sequence behind the bid matters more than its size. After the Binance wallet hack put stolen funds in motion, the attacker moved Tether (USDT) onto Aave and opened borrowing positions against it across Oct. 29 and Oct. 31, drawing on lending markets that operate as shared liquidity pools any wallet can draw against. The protocol's answer came in stages: it froze 292 reserves across 16 networks to cut the exposure off at the source, later reopened the markets with nine assets at zero LTV, and its risk-service provider LlamaRisk set out a four-stage reopening plan to walk collateral functions back to normal. The decisive fact for the market was that no bad debt resulted, because the exposure was frozen before it could drain value from lenders. None of that news landed on Sunday. The gains instead reflect a second reading, one that treats the week's emergency handling as evidence the protocol can absorb a live attack without passing losses to its users. Two gauges now decide whether that reading holds. The first is whether LlamaRisk publishes a clear schedule for fully restoring the collateral function of the nine affected assets, which would convert a defensive episode into a closed one. The second is whether on-chain borrowing activity on the protocol picks up, since a rally on thinning usage would be a relief bounce rather than a repricing. The backdrop helps as long as Bitcoin holds above the $77,000 area, conditions that have historically favored altcoins once fear readings like the current 34/100 gauge start to lift. If the restoration schedule slips or borrowing activity keeps fading over the next 24 to 48 hours, the confidence argument behind the advance loses its base and the gains would need to be re-read as nothing more than a rebound within the downtrend.

• Ethereum Foundation researcher Francesco Risitano published an EIP draft on 1 November replacing KZG in PeerDAS.
• The draft swaps KZG commitments for per-blob Keccak-256 Merkle commitments verified through authentication paths.
• Blob sizes become selectable from 2,048 to 524,288 bytes, split into 128 data units.
Foundation Researcher Targets the KZG Dependency
An Ethereum Foundation researcher has published a draft EIP that would rebuild data verification under PeerDAS on quantum-resistant cryptography and give the Ethereum (ETH) network variable blob sizes. The proposal comes from Francesco Risitano and was circulated for public review on 1 November. Its first pillar replaces the KZG commitments and proofs that currently secure PeerDAS with per-blob Keccak-256 Merkle commitments checked through authentication paths. The draft text states that this removes the trusted setup procedure behind KZG and raises quantum resistance across the data availability layer. PeerDAS, the peer-to-peer data availability sampling scheme behind Ethereum's scaling plans, lets nodes confirm that blob data exists by sampling fragments rather than downloading every blob in full. Sampling keeps node hardware light because a node verifies availability probabilistically instead of storing every rollup's data. Under the current design, a KZG proof confirms that a sampled fragment belongs to its original blob. Those proofs rest on a structured reference string produced in a one-time multi-party ceremony, a parameter set whose integrity participants must trust rather than recompute themselves. A Merkle commitment works differently: a verifier shows the branch of hashes connecting one fragment to a single fixed root, so membership can be checked without any ceremony output. Quantum resistance, in this context, means the scheme should hold even if large-scale quantum machines eventually break today's pairing-based assumptions. The second pillar reaches into blob economics: blobs are the dedicated data space that Layer 2 rollups use to post transaction data back to the chain, and the draft lets each blob be configured anywhere from 2,048 to 524,288 bytes. Both changes share one aim: reworking how the Ethereum network commits, transmits and prices blob data. No activation schedule or fork accompanies the text, which sits at the public comment stage.
Merkle Verification and Gas Rules
The mechanics of the replacement run in two steps. Authentication paths first confirm each sampled fragment against the blob's Merkle root. STARK proofs from LeanDA then recompute that root, letting a node verify the Reed-Solomon encoding relationship and the consistency between the posted data and its commitment. The two checks together confirm that the fragment, the encoding and the commitment all match. The sizing rules carry their own constraints. Every blob must be a power of two in bytes and must divide evenly into 128 data units. The draft keeps the unit count fixed at 128 and scales each unit's size to the chosen blob, so a 524,288-byte blob holds 128 units of 4,096 bytes while a 2,048-byte blob holds 128 units of 16. The arithmetic stays uniform because every permitted size is a multiple of the smallest one, which keeps fragment indexing predictable across the range. That preserves the sampling design PeerDAS was built around while letting a blob's footprint move with demand. Transmission and pricing follow the sizes. On the execution layer, transactions would carry a Merkle root and the byte length of the blob instead of the versioned hash used today, which means client software that reads versioned hashes would track a different field. The draft also places network transmission rules for blob exchange under adjustment, since fragments of very different sizes move differently across the peer-to-peer layer. The proposal puts gas calculation on the adjustment list alongside them, and gas fee pricing for blobs would move with the redefined parameters. For validators, the practical work sits in the sampling path: code that verifies KZG proofs today would verify Merkle branches and recomputed roots instead, a change every client that participates in data availability sampling would carry. None of this touches consensus tomorrow; the text is a draft open for comment, with no activation block or fork named in it.
Why the Trusted Setup Matters
The trusted setup removal is the load-bearing change in this draft. Every KZG commitment in production today traces back to a ceremony whose participants are assumed, never proven, to have destroyed their secret contributions, and the Merkle scheme eliminates that assumption at the source. Variable blob sizing, meanwhile, pulls blob pricing toward the amount of data actually posted, which matters as rollup throughput grows. For readers tracking the Ethereum price, this is a protocol story rather than a trading one: the draft carries no activation date, and it will need public review and testnet rehearsal before anything reaches a hard fork, the staged path the network followed through the Ethereum 2.0 upgrade.

• Miner-linked wallets held 1,194,100 BTC on Oct 31, up 1,797 BTC for the week
• The weekly build was the largest since Sep 18, roughly six weeks earlier
• Bitcoin's 7-day average hashrate stood near 1.053 ZH/s on Oct 31
Six-Week High in Miner Balances
On-chain analytics data puts Bitcoin (BTC) held in miner-linked wallets at 1,194,100 coins as of Oct 31, a weekly increase of 1,797 BTC and the largest seven-day build the cohort has recorded in roughly six weeks, with the previous increase of that size dating back to Sep 18. The figure says nothing direct about the Bitcoin (BTC) price; it measures the coins left over in wallets tied to crypto mining, a balance compiled from on-chain records rather than from exchange flows. A rising number there is usually read as mined output staying put. Miners are the network's structural sellers, so whatever they retain instead of distributing is supply withheld from exchange order books, which is why desks treat this balance as a gauge of withheld flow.
The increase is not a count of freshly mined coins for the week, and it does not show that operators went into the market and bought Bitcoin. Balances in these addresses rise when miners keep their rewards instead of routing them onward, and they can shift again when coins move to another address the tracker already counts. Read on its own, the metric cannot establish how many coins were actually sold during the window, or why the residual grew. Context helps size the move. The most recent Bitcoin halving on April 20, 2024 cut block rewards in half, and each four-year reduction shrinks the coin volume miners can accumulate from new issuance in the first place. Against that base, a weekly build of 1,797 BTC is not trivial, though it remains small next to the roughly 1.19 million coins the cohort already controls. The reading was compiled across the Oct 25 to Oct 31 window, so it reflects a full week of wallet activity rather than a single-day snapshot, and whether retained supply eventually reaches exchanges is a standing question for the Bitcoin market.
Hashrate Slips as Issuance Value Cools
Network data tells a softer story on the compute side. The 7-day moving average of Bitcoin's hashrate stood at about 1.053 ZH/s on Oct 31, down roughly 12.45 EH/s from seven days earlier, per the public mempool explorer's record of the network. Hashrate is the total processing power committed to the proof of work that secures each Bitcoin block, and a 7-day average smooths the intraday swings a single reading carries. A week-over-week decline of that size means less aggregate machine capacity was pointed at mining demand during the window, even as the coin balance in miner wallets rose. For miners, that compute curve is the closest proxy for how hard the sector is competing for the same block rewards.
The fuel multiplier, a mining-revenue gauge built from public issuance data, read 1.03 on Oct 31, 0.03 points below its level seven days earlier. The indicator divides the dollar value of one day's newly issued Bitcoin by the trailing 365-day average of that same daily value, so a print above 1 means issuance value was running slightly ahead of its yearly norm, which is exactly where the Oct 31 figure sits. The gauge reflects relative issuance value only; it ignores electricity tariffs and hardware costs, so it cannot settle whether an individual operator was profitable. Week over week, the small 0.03 decline tracks the softer issuance value of the most recent day rather than a collapse in miner income. Threshold readings give the series its trading use. Values above 4 have historically marked overheated issuance, stretches that in the past have tended to precede market declines for the coin. Readings at or below 0.4 mark the opposite extreme, where miner revenue is so compressed that the market has historically treated the coin as undervalued. At 1.03, the multiplier is nowhere near either boundary, describing a market where the value of daily new supply is essentially in line with the past year.
Retention Over Distribution
Taken together, the two readings sketch a cohort holding coins on a flatter energy footprint. The balance build suggests miners are retaining output rather than routing it to exchanges, a pattern closer to deliberate hodl than to stress selling, and the hashrate dip shows the retention is not a byproduct of expanding capacity. The fuel multiplier near its yearly norm indicates unremarkable revenue conditions, so the accumulation does not look like a reaction to windfall pricing or squeezed margins. It also runs counter to at least one treasury decision elsewhere in the market, where Next Technology Holding authorized the sale of 5,833 Bitcoin (BTC). One caveat stands: because the balance metric counts wallet residuals, internal transfers between tracked addresses can inflate a weekly build, and the next prints will show whether the retention trend is real or a reshuffling artifact.

• Infinity Ground (AIN) refreshed its all-time high on November 1, trading 2,029% above its lowest recorded price.
• AIN traded at $0.2638 at the 05:02 UTC snapshot, 8.9% below its record high.
• Wintermute USDC Select (ARMUSDCS) held its all-time high at $1.02 with a 0.000% gap.
Infinity Ground Refreshes Its All-Time High
The Infinity Ground (AIN) price defined Sunday's session: the token refreshed its all-time high, one of only two assets in the day's scan to manage the feat. A daily review of record highs and lows across tokens with market caps above $10 million shows exactly two names printed new peaks on November 1: AIN and Wintermute USDC Select (ARMUSDCS). At the 05:02 UTC snapshot, AIN changed hands at $0.2638, a level 8.9% below its record high. The same reading put the token 2,029% above its lowest recorded price, a floor-to-peak recovery of more than twenty times that few assets in the tracked universe can match.
Live monitoring puts AIN at $0.2724, above the $0.2638 recorded at 05:02 UTC, while the 24-hour change reads -3.74%. Turnover is the standout figure: $484.1 million traded against a market cap of $50.1 million, more than nine times the token's capitalization in a single day. Derivatives positioning is modest, with the perp funding rate at 0.0321%. The composite trend reads sideways, the RSI returns no reading and the MACD signal sits neutral, and no support or resistance marks carry a score, so the AIN technical analysis picture rests on the range itself. The wider mood limits the read-through: the Crypto Fear and Greed Index stands at 34 out of 100, in fear territory.
The scan's two qualities for record-setters are a wide rebound off the low and a hold at the top, and the two winners split them. AIN showed the rebound in extreme form. ARMUSDCS showed the hold: it traded at $1.02 with a gap to its all-time high of 0.000%, meaning it sat at its ceiling when the snapshot was taken. The assets parted ways after their prints, one falling back from its peak, the other pinned to it. A record print of this kind resets the reference every holder watches: nothing in the token's own history sits above it, and every future drawdown is measured against Sunday's mark.
The rarity is the point of the exercise. The review's own framing treats the market as a high-volatility environment where a single day can redraw both ends of the range, so it screens assets above $10 million in capitalization and logs whichever ones set a high or a low inside 24 hours. On Sunday that filter caught one genuine momentum name. Runs of this shape tend to draw FOMO-driven entries late in the move, and AIN's distance from its floor, not its gap to its peak, is what the figures emphasize.
Two Tokens Set Fresh Lows
The same scan logged the other extreme of Sunday's range. Pumpstop (XCAT) and AI Exovia (AIX) each set a new all-time low on November 1. XCAT traded at $17.9 after the print, 1.4% clear of its fresh floor. AIX traded at $0.1531, a distance of just 0.002% from its new low, effectively resting on it. The review's reading of the low-setters is direct: after the fresh marks, both tokens stayed near them, and both remain far below their past highs, with AIX more than 90% off its all-time high.
A scan that fills both columns on the same day describes a market splitting rather than drifting. The record column holds one momentum token and one dollar-pegged product sitting at its ceiling, so the strength is narrow. The low column carries two names that lost their floors and did not bounce far, and the distance between AIX's price and its past peak shows how much of a token's value a sustained slide can erase. Neither low-setter recovered in the hours after the print, the pattern the review flags for assets that touch new bottoms.
The large-cap board in the same review puts the day in proportion. The five biggest assets by capitalization all traded deep under their own records at the snapshot: Bitcoin (BTC) at $77,760, 38.3% below its high; Ethereum (ETH) at $2,266, 54.2% down; BNB at $704.55, 48.6% under; XRP at $1.25, 65.8% off its peak; and Solana (SOL) at $95.44, 67.5% below its record. None of the five showed a recovery worth naming at the snapshot. Against that board, a fresh all-time high is the exception: Sunday's strength concentrated in one token holding a new ceiling while every heavyweight stayed far from its own.

• Bitcoin (BTC) rose 0.15% to 104,629,000 won on Upbit as of 13:00 KST on November 1.
• Lisk (LSK) led Upbit turnover at 103.5 billion won while falling 5.45%.
• Powerledger (POWR) surged 27.91% to 96.7 won, the day's steepest gain.
Bitcoin (BTC) on Upbit on November 1
Bitcoin (BTC) edged up 0.15% on Upbit's won market on Sunday, trading at 104,629,000 won as of 13:00 KST (04:00 UTC), measured against the previous day's 09:00 close. COINOTAG's live feed put the dollar spot at $77,774 shortly after that reading, up 0.7% over 24 hours and essentially unmoved, so the asset enters the new week from the same plateau it ended the old one on. The Bitcoin price on the venue's reference pair, in other words, describes consolidation rather than momentum. Ethereum (ETH) fared marginally better with a 0.49% gain to 3,053,000 won, XRP slipped 0.18% to 1,682 won, Solana (SOL) added 0.08% to 128,600 won and Dogecoin (DOGE) printed exactly flat at 102 won, a board of majors that moved no more than half a percent in either direction through the window. The measurement window matters for anyone reconciling the figures: the exchange resets its daily comparison at 09:00, so the 0.15% print covers roughly four hours of Sunday trading rather than a full session. For an asset of this size, a four-hour drift of 0.15% is unremarkable in itself; the turnover table, not the tick, is what the session turned on. Bitcoin's own line reached just 28.2 billion won in 24-hour volume, enough for sixth place on an exchange where the flagship asset usually sits at or near the top of the table, and XRP managed only seventh at 27.2 billion won. The won market as a whole turned over 833.2 billion won across 299 listed tokens in the same window, and the distribution of that sum is where the session's actual story sits.
Altcoins Take the Volume Lead
Altcoins took the volume lead with unusual force. Lisk (LSK) topped 24-hour turnover at 103.5 billion won, more than three times the Bitcoin figure, and did so while shedding 5.45% of its value, a pairing that reads as heavy distribution rather than fresh accumulation. Beam followed at 67.1 billion won, then Tether (USDT) at 42.3 billion won, WET at 39.8 billion won and Powerledger (POWR) at 32.6 billion won; Tether's place in that queue, the only stablecoin among the five largest lines, marks where traders parked value between rotations. The six largest turnover lines outside the majors absorbed roughly a third of the market's total, which makes Bitcoin's modest 28.2 billion won look less like apathy than like funds already committed elsewhere. The loser board overlapped the volume board at several points: WET dropped 6.22%, IRYS 5.73%, Lisk 5.45%, Axis Robotics (AXIS) 4.79% and Cow Protocol (COW) 4.76%, evidence that much of the day's turnover was exit volume. The upside belonged to a different slice of the volatile altcoin tail. Powerledger surged 27.91% to 96.7 won, the steepest climb of the day and one strong enough to carry it into fifth place in turnover, a combination of peak gain and heavy flow that points to momentum chasing. Gravity (G) rose 14.92% to 5.16 won and Steem 6.79% to 70.8 won, while Polymesh (POLYX) added 5.64% to 46.8 won and Civic (CVC) 4.82% to 32.6 won. Breadth ended nearly even at 132 gainers against 127 losers, yet the money sat with the market's tail, not its majors. Readers outside Korea can take the won figures at face value: the kimchi premium on Korean venues has averaged 0.97%, so local prices track the dollar market closely and the real divergence lies in which tokens won-market traders rotate through, a pattern Sunday's board illustrated in full.
Fear at 34, Resistance at $78,041
The composite behind our levels maps resistance at $78,041, scored 98 out of 100, over support at $74,842, scored 92; spot at $77,774 sits in a short-term downtrend with RSI at 36.42 and a bearish MACD signal. Perp funding runs at 0.0033% and open interest at $16.0 billion, the Fear & Greed Index reads 34, and last week's $48.7 million wipeout across crypto derivatives has not repeated. A session that piles 103.5 billion won into one mid-cap while the core asset drifts reads as whale positioning, settling nothing in the Bitcoin maximalism debate or for HODL holders. Absent an ETF flow shock, the range holds until a close above the 98-point ceiling or a break of the 92-point floor, either of which would end the consolidation that followed last week's 5.8% weekly decline to a $77,331 close; the full map sits in our Bitcoin technical analysis.

• Trezor confirmed a suspected implant in a Safe 5 bought via CryptoBilis, reported on October 28.
• The suspected implant held a cellular module and antenna between the Safe 5 mainboard and display.
• Trezor told CryptoBilis buyers since March 2026 to move funds to fresh recovery phrases.
Suspected implant reads Safe 5 recovery phrase
A suspected malicious electronic component has been reported inside a Trezor Safe 5 bought through the e-commerce platform Tokopedia from former authorized reseller CryptoBilis. Trezor published its confirmation in an official blog post: an Indonesian user raised the alarm through the company's vulnerability disclosure channel on October 28, 2026, describing a device purchased in August 2026. According to the disclosure, an extra circuit board was mounted between the mainboard and the display screen, fitted with a cellular communications module and an antenna. The suspected attack path runs through first-time setup: when the screen shows the recovery phrase that backs up a crypto wallet's private keys, the implant would read the display and pass the text to the attacker over a mobile network. A full leaked phrase would let an attacker restore the wallet on separate hardware and take control of the assets. Trezor stresses that these details rest on the reporter's photographs, explanation and a video interview, and are not yet verified in its laboratory. As of November 1, forensics on the suspect unit is incomplete and no stolen assets have been reported in connection with it. The advisory still covers every buyer who obtained a Trezor through CryptoBilis since March 2026: holdings should move into a wallet built on a brand-new recovery phrase, and Trezor is offering a free replacement device or a purchase voucher. A new device must never be loaded with the old phrase: funds go to a fresh crypto wallet address instead, and units from the channel that have not been initialized should not be set up at all. The company also tells users not to open devices or weigh them, since weight differences are too small to detect tampering reliably.
CryptoBilis channel hit Ledger first
CryptoBilis sat at the center of an already-confirmed supply chain case before Trezor received its own report. The firm was an authorized reseller for both Ledger and Trezor in Southeast Asian markets, and in October 2026 that arrangement collapsed across brands. Ledger began investigating thefts of devices sold through the channel on October 9 and subsequently confirmed that some genuine units carried unauthorized hardware implants. On-chain analysts earlier put losses in the Ledger-linked supply chain thefts above $86 million, though Ledger has not confirmed that figure as a final total. Trezor terminated CryptoBilis' reseller authorization the same October 9, before any evidence of a modified Trezor device had surfaced, and OneKey has also ended its cooperation with the reseller, pausing new approvals and offering replacement arrangements. Trezor has inspected four devices sold through the channel so far, one Safe 7, two Safe 5 units and one Safe 3, and found no sign of physical modification in any of them. Those four, however, do not include the Safe 5 reported on October 28, which the company is arranging to send to a laboratory to test whether the extra circuit is present and capable of capturing a recovery phrase. No date has been announced for the next investigation report. Chief commercial officer Danny Sanders has said the company prefers to warn users before forensics finishes rather than wait until a theft actually occurs. Trezor reports no confirmed losses among CryptoBilis customers, and the Indonesian user moved assets away before discovering the suspicious hardware. Because Trezor runs a self-custody model, it cannot inspect users' balances directly, so it cannot rule out losses that have not been reported. Trezor also warns that attackers may exploit the incident with phishing emails, letters and calls impersonating official support to trick users into handing over a recovery phrase.
The case shows where hardware wallet risk now sits. A device's private key algorithms, secure elements and firmware can all be intact while a physical implant harvests secrets at the moment of setup, and factory packaging, seals and firmware verification do not by themselves stop tampering before delivery. Trezor's choice to push migration before forensics is complete is unusual given no confirmed loss, but the confirmed Ledger implants on the same channel give the warning a concrete basis, and it will feed security FUD across the cold-wallet sector. Two questions remain open: there is no evidence yet that the Ledger and Trezor implants came from the same attacker, and the point in the logistics or sales chain where the modification happened has not been identified. No checkpoint in that sequence is established where the attack can still be cut off.

• J.P. Morgan's 2027 LTCMA report includes Bitcoin for the first time, projecting 10% annual returns.
• Bitcoin tops all asset classes in the report, ahead of private equity at 9.8% and REITs at 8.2%.
• The 2027 LTCMA, its 31st annual edition, was released October 19 and covers about 200 asset classes.
Bitcoin Enters J.P. Morgan's Long-Term Outlook
J.P. Morgan Asset Management has for the first time placed Bitcoin (BTC) in its long-term capital market outlook, projecting an average annual return of 10% over a 10-15 year horizon. The figure appears in the firm's 2027 Long-Term Capital Market Assumptions (LTCMA), released on October 19, the 31st edition of an annual report that projects 10-15 year returns for roughly 200 asset classes. Institutions use the LTCMA as a baseline for long-horizon asset allocation, so a forecast on its pages places Bitcoin alongside equities, credit, real estate and alternatives in a planning framework that had never carried a crypto estimate across three decades of prior editions. Every return in the document shares the same 10-15 year window, so the ranking compares like with like. At 10%, Bitcoin carries the highest expected return of any asset class in the report. It sits ahead of private equity at 9.8%, US REITs at 8.2% and US small caps at 7.7%, and it clears the gold estimate of 5.5% by four and a half points. J.P. Morgan also lifted its US large-cap equity forecast by 0.8 percentage points to 7.5%, which still leaves the Bitcoin (BTC) price projection 2.5 points above the flagship equity figure. The estimate lands on a market that just closed last week at $77,331 after a 5.8% decline, so the decade-scale projection is anchored below recent highs rather than at them.
55% Volatility, No Model Portfolio Slot
The return estimate arrives with a risk estimate of matching scale. J.P. Morgan projects annualized volatility of 55% for Bitcoin against 18% for US large-cap stocks, and notes that both figures broadly match historical data. On the report's own arithmetic, expected excess return over cash divided by volatility works out to 0.32 for Bitcoin and for stocks alike, so the bank is not arguing that the asset wins on a risk-adjusted basis; the higher headline return is compensation for a rougher ride. Investors who cannot tolerate large swings in account value may find even a superior final return difficult to capture, which is why the payoff accrues mainly to those prepared to HODL through full cycles. The core rationale is supply. Newly issued Bitcoin shrinks over time as the halving schedule cuts block rewards and crypto mining output declines, while the global money supply trends upward, which the report treats as the basis for long-run appreciation. J.P. Morgan classifies Bitcoin as a speculative asset and a hedge against monetary easing, one that tends to firm when central banks expand the money supply. The document does not claim the asset has proven itself as an inflation hedge, but holds that a strictly capped, non-expandable supply can preserve purchasing power over long periods. The firm issues the forecast while explicitly excluding Bitcoin from its model portfolio allocations, and it recommends no specific weight. Sizing work from other large institutions frames how small that weight stays. BlackRock calculated in December 2024 that a 2% Bitcoin allocation inside a 60/40 stock-bond portfolio absorbs 5% of total portfolio risk, rising to 14% at a 4% weight. Morgan Stanley capped the asset at 4% even for its most aggressive portfolios in late 2025. A sensible weight for most investors therefore falls below 5%, and toward the lower end of that range where volatility causes discomfort. Exposure today typically runs through the ETF wrapper or direct custody, and near-term levels sit in our Bitcoin technical analysis.
A 10% Path Measured From a $77,331 Base
The number matters as much for where the forecast stops as where it starts. Bitcoin's realized four-year compound annual growth rate stands at 43.9%, so the bank's 10% is a maturity assumption rather than a momentum extension, yet it still ranks the asset first across every class J.P. Morgan models. Issuing the estimate while refusing a model-portfolio slot keeps the firm's stance in one piece: it quantifies Bitcoin and declines to size it, leaving execution to the sub-5% weights other large managers have published. The company behind the report trades as JPM. Measured against the tape, the projection compounds off the $77,331 weekly close set out above, a starting point inside a drawdown rather than at a peak. The forecast horizon runs past 2036, well beyond any near-term chart, which is why the portfolio-weight debate matters more in the short run than the headline number. Our Bitcoin coverage will track how the estimate holds up against that base.

• Next Technology Holding's board voted unanimously on October 30 to authorize sale or pledge of 5,833 BTC.
• NXTT held no Bitcoin on Binance and reported no direct loss from the exchange breach.
• The company's average BTC purchase price is about $30,000, for a cost basis near $174.99 million.
NXTT Board Clears a Bitcoin Exit
Next Technology Holding's board voted unanimously on Friday, October 30 to authorize management to sell or pledge the company's entire disclosed stack of 5,833 Bitcoin (BTC), the Nasdaq-listed firm said in its announcement. The resolution takes effect from the date it becomes binding and permits disposal in one transaction or in several, whether through a sale on an exchange, an over-the-counter block trade, or a pledge of the coins as collateral to raise funds. Timing, pricing and size now pass to the CEO's discretion. No completed sale was disclosed alongside the decision, and the company stated that whether any transaction is actually executed cannot be guaranteed. The vote followed a review of the recent Binance security incident, although the company stressed that none of its coins were ever stored on the exchange and that it booked no direct loss from the breach. The board instead framed the case around exchange vulnerabilities, attacks by international hacking organizations, and emerging threats from artificial intelligence and quantum computing, citing each as grounds to reduce Bitcoin exposure and improve liquidity. For a company carrying a large digital-asset position on its balance sheet, the reasoning runs, the relevant risk is not only whether its own wallet is breached but how a security failure elsewhere moves market prices, institutional confidence and the ability to trade out of a position. Next Technology, which develops AI software alongside its digital asset management business, held about 5,833 coins as of October 30, ranking 18th among publicly listed companies that hold Bitcoin. The authorization arrived while the Bitcoin price trades at $77,733, nearly unchanged over the past 24 hours, after the market closed the week at $77,331, a 5.8% decline.
Tracked holdings data puts Next Technology's average purchase price at about $30,000 per coin, for a total cost basis near $174.99 million, and a stack of this size sits in crypto whale territory on any on-chain measure. The company, introduced at one point as China's largest corporate Bitcoin holder, filed in September 2025 to sell up to $500 million of common stock to fund additional purchases, part of the broader corporate Bitcoin treasury model often described as a strategic Bitcoin reserve. The security backdrop behind the board's rethink is twofold. A TRM Labs report recorded a fivefold rise in the use of large language models in fraud during 2025, with AI-driven impersonation, deepfake messages and automated social engineering making attacks on digital-asset companies more precise; attackers now target employees, devices and internal controls rather than breaking blockchain cryptography itself. Quantum computing is a different class of problem: no machine in existence today can break Bitcoin's signature scheme, and researchers are studying only whether future machines could derive private keys from exposed public keys, a potential risk rather than a realized one, though the question has already entered internal debates on the security of long-held digital assets. The choice before management splits by outcome. Pledging the coins as collateral, whether over the counter or through derivatives such as futures, keeps the position intact while unlocking liquidity but layers financial risk from the pledge contract itself; an outright sale removes further exposure to the asset's volatility. Execution method also matters: a five-figure coin stack sold on an open order book has to be sized against daily liquidity, while an over-the-counter block trade clears in a single print. For a sector that once defined itself by the pledge to hodl, the filing shows security concerns, not price alone, entering treasury reviews.
The authorization converts a static treasury into an option rather than a commitment, and market conditions will shape how, or whether, it gets exercised. COINOTAG's composite scoring puts the nearest resistance at $78,041, at 98/100 from the indicators meeting there, with the $76,885 support, built on the 100-day and 200-day moving averages, at 86/100; our Bitcoin technical analysis tracks both levels as they develop. Momentum is thin: RSI at 36.2, a bearish MACD signal, a confirmed downtrend and a Fear and Greed Index of 34. A sale into that tape would find demand below resistance, while a decisive close above $78,041 would improve execution pricing. At the live price of $77,733, the 5,833 coins total roughly $453 million, about 2.6 times the company's roughly $175 million cost basis.

• Bitcoin's kimchi premium averaged 0.97% across Upbit, Bithumb, Coinone and DigitalX on Saturday, Oct 31.
• BTC averaged 104.36 million won on Korean venues versus 103.35 million won converted from Binance.
• Upbit led Korean venues with a 1% BTC premium; Bithumb printed 1.01%.
Won Bids Above the Global Price
Bitcoin (BTC) carried an average kimchi premium of 0.97% across South Korea's four major exchanges on Saturday, a reading that kept local won demand ahead of a global market still recovering from a losing week. The kimchi premium, the gap between Korean won quotes and the worldwide dollar price, is measured against Binance, with won conversion based on the Bank of Korea's ECOS reference rate dated Oct 30. Binance serves as the benchmark because its won-converted quote tracks the global dollar price at the prevailing rate. The rate is published through the central bank's Economic Statistics System, the standard FX basis for Korean premium calculations. The four venues in the average are Upbit, Bithumb, Coinone and DigitalX, and the reading was taken at 18:30 Korea time, or 09:30 UTC, on Oct 31. On that basis, BTC changed hands at a domestic average of 104.36 million won, against a won-converted 103.35 million won on the global reference. The Bitcoin price now sits at $77,728, up 0.4% over 24 hours and slightly higher since that reading, so the spread amounts to local buyers paying roughly 1% above the worldwide level. The positive number carried into a market that had just given back ground: Bitcoin closed the week at $77,331 after a 5.8% decline, and stabilization has come only near $77,700 over the weekend. Won bids held above that tape throughout. Local demand of this kind is structural in Korea, where retail investors have historically shown a tendency to HODL through drawdowns, keeping a floor of won-denominated bids under the book even when global sentiment sours. Watched across the broader Bitcoin market, the premium's direction matters more than its size: positive readings mean fresh won entering the market, negative ones point to distribution.
Positioning data frames that 0.97% edge. Spot trades below a resistance at $78,041 that scores 98 out of 100 on our composite support and resistance scoring, the strongest level overhead in the current set, while the nearest support at $76,885 scores 86. Momentum agrees with the soft backdrop: RSI reads 36.2 and the trend label is a downtrend. Derivatives open interest stands near $16.0 billion, and the Fear & Greed Index reads 34, in fear territory. Against that backdrop, a positive Korean premium indicates that local buyers are absorbing supply into a market that has not yet turned. A sustained close above $78,041 would confirm the demand the premium is measuring; a rejection there would leave the 0.97% spread as isolated local strength.
The venue-level detail shows the premium was broad rather than concentrated in a single book. Upbit quoted BTC 1% above the global price, Bithumb 1.01%, Coinone 0.97% and DigitalX 0.92%, the softest of the four included venues; Upbit and Bithumb, the two largest books, set the top of the range. Gopax printed 0.82% but sits outside the average, because liquidity there is thinner than on the other venues and its premium readings can skew as a result. The parallel assets told the same story: ETH carried a 0.96% premium, XRP 0.92%, and USDT 1.04%, the widest of the group. A dollar token changing hands above parity is itself a demand signal, since it prices the won cost of onshore dollar access. No venue in the group printed a discount, so the gap was uniform in direction as well as size. And altcoin premiums tracking Bitcoin's within a few basis points indicate the bid was market-wide, not a single-coin squeeze. Wide Korean premiums have historically drawn arbitrage whales selling into the gap until it closed, and the same trade runs in reverse when the premium turns negative. At 0.97%, the spread sits inside the band where arbitrage capital has little incentive to step in, so the figure reflects genuine local demand rather than a technical dislocation. Korean flows also stand apart structurally from the US market, where spot ETF flows set much of the marginal price, while Seoul's bids arrive directly in won on local order books. Where the reading goes next depends on the global tape. The market survived a $76,600 support test earlier in the week, and the full level map is mirrored on our Bitcoin technical analysis page. If the worldwide price stalls below the $78,041 resistance while won inflows continue, the 0.97% premium would widen; if the global market rallies faster than local books, it should compress toward zero. Either way, Saturday's 0.97% stands as the reading to beat: Korean buyers paying close to, but comfortably above, the global price.

• US spot Ethereum ETFs logged net outflows on 23 consecutive trading days through October 30.
• October net outflows from Ethereum ETFs exceeded $1 billion, the largest monthly total of 2026.
• BlackRock's ETHA drew $76.6 million of the $155.7 million outflow on October 30.
23 Trading Days Without Net Buying
The longest redemption run in the history of US spot Ethereum ETFs is now on the record, and it is the longest since the products launched in July 2024. Across 23 consecutive trading days, the funds have posted net outflows, a streak that ran through Friday, October 30 without one day of net buying. On-chain analytics firm Glassnode, which laid out the flow record in a chart published on October 31, reads the reversal as cooling demand from traditional-finance investors, the same cohort that accumulated Ethereum heavily across August and September. During those two months, fund inflows dominated while the Ethereum price pushed toward the $2,700 area; from late September into early October the direction flipped, and money has kept leaving since. The October ledger is the heaviest of 2026: monthly net outflows exceeded $1 billion, the largest monthly figure of the year in aggregate fund-flow data. The streak is measured in trading sessions, so weekends never interrupt it, and Friday, October 30 closed as its 23rd straight day. The mechanism behind the numbers is direct. A spot ETF holds the underlying asset in trust, so a redemption unwinds ETH-backed shares and pulls real exposure out of the market rather than trading paper claims. Money that was drawn into the broader Ethereum ecosystem earlier in the year therefore leaves it again when redemptions stack up, adding a layer of downward pressure on spot demand. These totals also measure only the funds themselves: demand from corporate Ethereum treasury holders or capital parked in staking sits outside this ledger. Glassnode frames the figures as a shift in institutional and traditional investor sentiment, not a technical artifact, and adds the caveat that cuts both ways: renewed inflows would be the first sign of revived institutional demand, while continued outflows keep that pressure in place.
BlackRock's ETHA Drove the Exit
The closing week of the streak shows how concentrated the exit became. Aggregate flow disclosures for October 26 to 30 record $431.4 million leaving the funds over five sessions, with the heaviest single day on Friday, October 30, when $155.7 million walked out. BlackRock's iShares Ethereum Trust (ETHA) accounted for $76.6 million of that day's total, and the fund has been the streak's consistent engine throughout. In the week of October 5 to 9, $542.2 million left Ethereum ETFs as a group, and 88% of that sum came from ETHA alone. The following week, October 12 to 16, saw roughly $320 million in net outflows, of which 93% was ETHA's share. No other fund in the group came close to that share in either week. A single fund driving that proportion of the aggregate points to decisions at a small number of large allocations rather than a broad retreat across every product. October 30 was the largest day of the five, and no session that week produced net inflows either. The same concentration leaves room for a softer reading of the streak. Redemption waves of this shape can reflect portfolio rebalancing or position adjustment rather than a lasting loss of appetite, and the disclosures do not distinguish between the two motives. The disclosures count primary-market creations and redemptions only, so secondary-market trading in the shares sits outside these totals. Glassnode's own framing allows for that possibility, noting that a resumption of inflows would count as renewed institutional demand for the asset. The open question, in its telling, is simply whether the next sessions bring fresh creations or further redemptions. That switch is the variable market participants are watching most closely, because sustained outflows from funds of this size keep pulling spot supply into the open, while a return of inflows would restore part of the bid that vanished in October.
Spot Holds $2,267 Into November
Spot has steadied while the flow story runs. Ethereum changes hands near $2,267, up 1.0% over the past 24 hours and 0.1% below its level when the newest reading landed at 01:38 UTC on November 1. COINOTAG's composite scoring puts the nearest support at $2,227, a level scored 100 out of 100, with the first resistance at $2,319 scored 99; the full map sits in our Ethereum technical analysis. Positioning looks calm rather than stretched: the perpetual funding rate reads -0.0033% and open interest stands near $9.37 billion. That leaves the 23-session run through October 30 entering November unbroken, and the first sessions of the new month will show whether it extends or breaks.

• Curve Finance launched StableSwap on Stellar mainnet on October 29, its first non-EVM deployment.
• StableSwap was rebuilt from scratch on Stellar's Soroban smart contract platform with unchanged math.
• The Stellar Development Foundation initiated the deployment to deepen the network's stablecoin markets.
Curve's First Non-EVM Deployment
Curve Finance has switched on its StableSwap exchange across the Stellar mainnet, the automated market maker's first native deployment outside the Ethereum Virtual Machine ecosystem since the protocol was founded in 2020. A Beta web interface at stellar.curve.finance is already operational: users can create liquidity pools without permission, search pools that exist, swap tokens and supply liquidity. Curve and the Stellar Development Foundation disclosed the rollout in a joint announcement published on Thursday, October 29. StableSwap, Curve's longest-serving pool design, is built for assets that should trade near the same price: two dollar-pegged stablecoins, wrapped Bitcoin or synthetic instruments. The model applies a form of concentrated liquidity, pooling depth around the shared anchor rather than spreading it across a wide curve, which keeps slippage low and allows large orders to settle close to a one-to-one rate. On Stellar, that design aims at a specific target: the network's growing stock of regulated stablecoins and tokenized funds, which need somewhere to trade against each other. Curve's statement stresses that pool creation is fully permissionless on the new deployment, and the team has told builders who want to launch ahead of interface support to reach it through Telegram or Discord. Curve frames the rollout as on-chain liquidity infrastructure rather than a simple exchange listing, and the Stellar version was completed with direct assistance from the Stellar Development Foundation, which initiated the invitation to deploy. The interface itself remains in Beta, so coverage may still shift as the launch settles. What makes the move notable is the barrier crossed: after six years of operating inside the EVM world, Curve now runs its exchange natively on a chain that does not use the Ethereum Virtual Machine at all, a step the team says it took only once real demand appeared.
Soroban Rebuild and Institutional Demand
Stellar does not run the EVM, so Curve's existing Vyper contracts could not be copied over. The team rebuilt StableSwap from zero on Soroban, Stellar's smart contract platform, working alongside the Stellar Development Foundation, and says the mathematics behind the pools have not changed. Curve founder Michael Egorov wrote in the protocol's official blog post that the team has long evaluated bringing Curve to non-EVM chains whenever market demand justifies it, and he described Stellar as closer to the familiar EVM world than other non-EVM networks. The demand in this case came from institutions, and it was the Stellar Development Foundation that approached Curve first, wanting to strengthen stablecoin markets on its network. Stellar has been in the payments business since 2014, and its ecosystem already carries Franklin Templeton's tokenized money market fund along with MoneyGram's cross-border remittance service. Assets issued on the network can be configured with issuer controls such as identity verification, forced redemption and sanctions compliance, a feature set built for regulated issuers. Market data puts Curve's total value locked at about $1.27 billion, so the protocol is adding a chain from a position of scale rather than experimentation. Curve also points to uses beyond spot swaps: lending protocols on Stellar can sell seized collateral through Curve pools during liquidations, borrowers can close positions in the same pools, and a deep pool makes an issuer's asset easier for holders to exit and more likely to be accepted as collateral by lending protocols. The next module is FXSwap, Curve's pool for assets whose prices move against each other, such as a dollar stablecoin against a euro stablecoin; it concentrates liquidity at the current market price instead of a fixed peg, effectively building dedicated infrastructure for on-chain foreign exchange. Curve says development is nearly complete and an audit comes next, with no timetable given.
Cross-Currency Swaps Await Audit
The significance sits in the pairing rather than the port: a payment chain built around issuer compliance has connected a mature DeFi liquidity layer for the first time, and Curve has named Stellar its only non-EVM focus for the foreseeable future. On-chain deposits and swap volume in the Stellar pools, set against a baseline that saw the network process 14.16 million transactions on October 23, will show whether the bet holds. The FXSwap audit decides more, because cross-currency settlement is Stellar's core business: once a dollar and a euro stablecoin can be exchanged compliantly in production, the network's case with TradFi institutions and cross-border PayFi corridors strengthens, building on Securitize naming Stellar its 17th blockchain for tokenized assets and Janus Henderson's Nasdaq-100 fund JQQQ topping $1 billion. Until that audit clears, Curve's presence on Stellar rests on same-peg pools alone.

• 米財務省は、北朝鮮のIT労働者による暗号資産の現金化をめぐり、10人と1団体に制裁を科しました。
• OFACによると、ロシア国籍のヴィトルト・オベルタス氏は、北朝鮮当局者のために約200万ドル相当の暗号資産を換金しました。
• Chainalysisは、2022年後半から2023年初頭にかけて、北朝鮮とつながりのある開発者に2週間ごとにステーブルコインが送金されていたことを追跡しました。
10人と1団体を名指し
米財務省は、北朝鮮のIT労働者が偽の身元を使って正規企業に就職し、暗号資産で受け取った報酬を現金化するのを支援したとして、10人と1団体に制裁を科しました。外国資産管理局（OFAC）を通じて実施された今回の措置では、ロシア国籍のイリヤ・アレクサンドロヴィチ・ボイコフ氏とヴィトルト・ヴィクトロヴィチ・オベルタス氏が名指しされました。両氏は、関係するペーパーカンパニーのために数百万ドル相当の暗号資産を現金化したとされています。米財務省の説明によると、その収益は最終的に北朝鮮の兵器開発計画に流れました。