TRON and Tether's T3 Crime Unit Winds Down, TRON Promises a New Initiative
• Per Bloomberg, the T3 Financial Crime Unit, launched by TRON, Tether and TRM Labs in Sept 2024, quietly dissolved in August. Binance had joined about a year in. • TRM said T3 froze $300M+ in illicit assets by February. • Sources cite slow response times and poor coordination. • TRON DAO called it a success and says a new anti-crime initiative is coming soon.
Bad timing with hackers this active. The new plan needs to show real teeth.
$INJ Up 14% on the Week as the Staked INJ ETF Goes Live on Nasdaq
The numbers: • Nov 5: Canary Staked INJ ETF (INJC) starts trading on Nasdaq • 90%+: share of INJ the fund stakes, rewards flow into NAV • 1.10%: annual fee • 2: rival INJ ETFs still pending (21Shares, REX-Osprey) • ~$8.30: INJ, +4% in 24h, +14% in 7 days
Bullish while the ETF story is fresh. I expect a retest of $8.58 as long as INJ holds above $7.78. Day-one inflows not disclosed yet.
$AAVE Up ~9% on the Week as Kraken's Parent Buys In
• Payward and its clients bought AAVE on the open market. Size undisclosed; more buys possible. • Aave: ~$33B net deposits, ~$11B active loans. A vote on Babylon native BTC collateral for V4 is scheduled. • AAVE ~$130, +9% in 7 days, flat on a red day.
Bullish: institutions buying DeFi tokens on market is real conviction. I expect a retest of $133.9 as long as AAVE holds above $122.5.
Anza Proposes a Single Rulebook for $SOL Validator Clients
Solana now runs multiple validator clients, Agave (Anza) and Firedancer (Jump). Great for resilience, but if clients read the rules differently, the same transaction could be processed two ways and split the chain.
Anza CEO Brennan Watt published a draft protocol spec covering 18 areas. Future changes would need technical and governance review. Still a draft.
SOL ~$90, -6% in 24h.
Boring but essential work. I expect SOL to range between $88.3 and $93.2 while the market digests the selloff.
$HYPE Down 14% on the Week Despite a $620M Treasury Profit
• Hyperliquid Strategies (Nasdaq: PURR) posted $620.6M Q3 net income, driven by $803M in unrealized HYPE gains. • Revenue $13.3M, above estimates. It also filed to become a CFTC-registered FCM, pending approval. • HYPE now trades ~14% below its quarter-end valuation price. ~$77, -8% in 24h, trending.
Paper gains cut both ways. I expect another test of $76.25 unless HYPE reclaims $80.60.
Paraguay's President Resigns After the Ueno Digital Bank Collapse
On Nov 2, Paraguay's central bank took over Ueno after its solvency ratio fell to 5.56% vs a 12% minimum. Operations froze for 3M+ customers in a country of ~6.5M.
On Nov 5, President Santiago Peña resigned amid impeachment talks. He was a partner of Ueno's parent group until March 2025 and denies wrongdoing. Eight bank executives were detained.
Locals turned to stablecoins: USDT on P2P markets traded ~13% above the reference rate.
$BTC Loses $76K as the AI Stock Selloff Hits Crypto
The numbers: • $75,568: intraday low, ~-6%, erasing the post-election rally • ~$1.1B liquidated in 24h across ~211K traders • $818.9M in longs wiped in 4 hours (CoinGlass) • Nasdaq -4.7%, S&P 500 ~-3%, VIX +60% • Fear & Greed at 28, down from 50
Bearish short term: BTC is trading like a tech stock, not a hedge. I expect another test of $75,200 unless BTC reclaims $78,300.
$ZEC : NU7 Is Hours Away, ~$16M in Sprout May Be Frozen
• NU7 activates at block 3,543,405, expected later on Nov 6 (Asia time). • ~12,224 ZEC (~$15–16M) still sits in Sprout, Zcash's original shielded pool. NU7 kills v4 transactions, the only way out, so those coins become unspendable: frozen, not burned. • Block time drops from 75s to 25s. • ZEC ~$1,320, +2% in 24h while the market bled.
Cleaning out legacy tech is overdue. I expect a choppy range between $1,213 and $1,351 through activation.
• Per TRON DAO, shared by Token Terminal, stablecoin supply on TRON grew by $256.5M over the past 7 days. • TRON remains the main rail for everyday USDT transfers, especially across Asia, Latin America and Africa. • The inflow came right after a stressful week dominated by the $6.3B hack.
Stablecoin demand is TRON's real moat. The figure is self-reported, so worth cross-checking with independent dashboards.
$INJ Up 8% After Nasdaq Approves a Staked Injective ETF
• Nasdaq approved listing of Canary's staked Injective ETF, ticker INJC. • The fund will stake at least 90% of its INJ, with a 1.10% annual fee. Launch date not announced yet. • INJ ~$8.28, +8% in 24h and trending.
Bullish short term: ETF headlines pull fresh attention to a beaten-down L1. I expect a retest of $8.58 as long as INJ holds above $7.60. Real inflows after launch are the next test.
$XRP Ledger Patches a Bug That Let Token Burners Mint New Tokens
• Amendment fixCleanup3_4_0 went live Nov 4 at 14:52 UTC after two weeks of 80%+ validator support. • The flaw let accounts authorized only to burn an issuer's tokens mint new ones under certain conditions. It hit issued assets like stablecoins, not XRP itself. • No confirmed exploits. • XRP ~$1.31, +2% in 24h, flat on the week.
Patching before an exploit is a quiet win for an L1 courting stablecoin issuers. I expect range trading between $1.279 and $1.341 until a clearer catalyst shows up.
Samsung Wallet Now Lets US Users Hold and Send USDC on Solana
• Eligible US Galaxy users can buy, hold, send and receive USDC on Solana inside Samsung Wallet, no separate crypto app or private keys. • ~82M compatible devices. Built by licensed custodian Bastion, with Coinbase Prime Vault as sub-custodian. • No Samsung fee for wallet-to-wallet transfers; card top-ups cost 4%. Not available in New York.
This is how stablecoins reach normal users: through the phone they already own. The 4% top-up fee is the weak spot.
Justin Sun World Liberty’ga nisbatan BAA bilan yashirin aloqalari sababli sanksiyalar qo‘llashni so‘radi
• TRON asoschisi Justin Sun Kaliforniya federal sudidan Trump bilan bog‘liq World Liberty Financial va uning advokatlariga nisbatan sanksiyalar qo‘llashni so‘radi. • U aprel oyida WLF ustidan sudga murojaat qilib, 45 million dollar sarmoya kiritishga undalganini, keyin esa WLFI tokenlari muzlatib qo‘yilganini da’vo qildi. • WLF dastlab Florida shtatida ro‘yxatdan o‘tganini aytdi, ammo avgustdagi sud majlisidan so‘ng egalik qiluvchi 22 ta tashkilotni ko‘rsatib, BAA fuqarosi ekanini da’vo qildi. Endi esa federal sud bu ishni ko‘rish vakolatiga ega emasligini ta’kidlamoqda. • Sun ishni Kaliforniya shtati sudiga qayta topshirmoqchi.
Bu masala hanuz bahsli, sud esa ma’lumotlar ataylab yashirilganini aniqlamagan.
Bu investitsiya bo‘yicha maslahat emas. O‘zingiz tadqiq qiling.
Stellar $XLM haftada 6% pasaygan bir paytda postkvant Bell yangilanishini sinovdan o‘tkazmoqda
• Stellar’ning Bell yangilanishi mainnet bo‘yicha ovoz berishdan oldin testnetda ishga tushdi. • U smart-kontraktlar uchun postkvant imzolarni tekshirish imkoniyatini qo‘shadi. Hamyonlar va indeksatorlarni yangilash kerak bo‘ladi. • Ethereum tadqiqotchisi Justin Drake Ethereum’ning postkvant tizimga o‘tishini 2028-yil dekabriga mo‘ljallamoqda. • XLM taxminan $0.161 atrofida, haftada 6,3% pasaydi va tarixiy eng yuqori qiymatidan qariyb 82% pastda.
Xulosa: Neytral
Bu qisqa muddatli turtki emas, uzoq muddatli poyga. Narx $0.157–$0.171 oralig‘ida bo‘lishini kuting.
Bu moliyaviy maslahat emas. O‘zingiz tadqiq qiling.
Nima bo‘ldi? HSP-029 ishtirok etgan ovozlarning 99,9%i bilan qabul qilindi: NEAR’ning maksimal yillik emissiyasi 2,5%dan 1,6%ga tushiriladi va bu o‘zgarish 24 oy davomida bosqichma-bosqich joriy etiladi.
Qachondan boshlanadi? 14 kunlik Xavfsizlik kengashining veto muddati, keyin 90 kunlik imtiyozli davr va validatorlar yangilanishi.
Narx qanday munosabat bildirdi? Yangilikni sotish: 3-noyabrda 7% pasaydi, hozir taxminan $3.83, haftada esa 18,5%ga tushdi.
Qisqa muddat uchun pasayish kutilmoqda. NEAR $4.04dan past turgan ekan, $3.69 haftalik minimumini qayta sinaydi deb o‘ylayman.
Bu moliyaviy maslahat emas. O‘zingiz tadqiq qiling.
SEC xodimlari Canton Coin’ni raqamli tovar deb hisoblamoqda, $CC 3% ga oshdi
• 3-noyabr kuni SEC’ning Korporatsiyalar moliyasi bo‘limi Canton Coin’ni raqamli tovar deb atagan chora ko‘rmaslik xatini chiqardi. • Belgilangan shartlarga rioya qilinganda, xodimlar validatorlar va ilova provayderlari tomonidan CC’ni dasturiy tarzda zarb qilish yuzasidan huquqni muhofaza qilish choralarini tavsiya etmaydi. • Asos: qiymat markaziy tomonning sa’y-harakatlaridan emas, balki tarmoq faoliyati hamda talab va taklifdan kelib chiqadi. Bu yakuniy huquqiy qaror emas. • CC narxi 0,097 dollar atrofida, 24 soatda 3,3% ga oshdi.
Xulosa: Ko‘tarilish kutilmoqda
Tarmoq tokenlari uchun bu haqiqiy pretsedent. CC 0,0930 dollardan yuqorida tursa, narx 0,0995 dollarni qayta sinab ko‘radi, deb kutyapman.
Bu moliyaviy maslahat emas. O‘zingiz izlanish olib boring.
$RUNE THORChain aksariyat svoplarni qayta ishga tushirgach, 13% ga ko‘tarildi
Raqamlar: • ~$0.63: RUNE, 24 soatda +13% va o‘sishda davom etmoqda • 13 ta tashqi zanjirdan 10 tasi yana ishlayapti, jumladan Bitcoin, Ethereum, Dogecoin, Litecoin va Zcash • 10 ETH: 31-oktabrda Ethereum tarmog‘ining qayta tashkil etilishi oqibatida yo‘qotilgan depozit; bu ikki marta pul qaytarilishiga va avtomatik to‘xtatishga sabab bo‘ldi • 3 ta zanjir hali ham muammoli deb belgilangan: BNB Smart Chain, Cosmos Hub, Solana
Tez tiklanish qisqa muddatda ijobiy kayfiyat uyg‘otmoqda. RUNE $0.614 dan yuqorida tursa, narx $0.733 darajasini qayta sinaydi, deb kutyapman.
Bu moliyaviy maslahat emas. O‘zingiz izlanish olib boring.
Binance’dagi 6,3 milliard dollarlik xakerlik hujumi soxta ish suhbati bilan boshlandi
• Binance’ning hodisa haqidagi hisobotida bir necha oy davom etgan kampaniya tasvirlangan. Iyun oyida muhandislardan biri sun’iy intellekt yordamida kod yozish vositasini o‘rnatayotib, o‘zgartirilgan paketni o‘rnatgan. • Sentyabrda o‘zini ishga yollovchi mutaxassislar sifatida ko‘rsatgan hujumchilar boshqa bir muhandisni kod yozish sinovi niqobidagi zararli dasturni ishga tushirishga ko‘ndirgan. • 20-oktyabrda ular ichki sun’iy intellekt vositasidan foydalanib, yana ikki muhandisga yetib borishgan va joylashtirish uchun kerakli hisob ma’lumotlarini qo‘lga kiritishgan. So‘ng 29-oktyabrda imzolash xizmatiga hujum qilishgan. • Binance 2026-yilda Shimoliy Koreya bilan bog‘liq bo‘lishi mumkin bo‘lgan 57 ta urinishning oldini olganini aytmoqda. Shimoliy Koreya bu ishga aloqadorligini rad etadi.
Agar ish taklifi bilan birga yuklab olishingiz shart bo‘lgan sinov topshirig‘i kelsa, uni hujum deb qabul qiling.
Bu investitsiya bo‘yicha maslahat emas. O‘zingiz izlanish olib boring.
$XMR Fransiya bankidan o‘g‘irlangan mablag‘lar Moneroga aylantirilgach, 5% ga ko‘tarildi
Nima bo‘ldi? XMR 634 dollar atrofida savdo qilmoqda, 24 soatda 4,9% ga ko‘tarildi, trendda va tarixiy eng yuqori qiymatidan taxminan 20% pastda.
Nega unga e’tibor qaratilmoqda? ZachXBT ma’lumotiga ko‘ra, Yevropa Ittifoqi muassasasi — go‘yoki Fransiyaning Crédit Mutuel Arkéa banki — 133 million dollardan ortiq mablag‘ yo‘qotgan. Hujumchi izlarni yashirish uchun USDC’ni ETH’ga, keyin esa XMR’ga almashtirgan. Bank bu haqda hali tasdiq bergani yo‘q.
Keyin nima bo‘ladi? Neytral. Maxfiylikka talab haqiqiy, ammo pul yuvish haqidagi xabarlar regulyatorlar bosimini kuchaytiradi. Yaqin muddatda narx 604–646 dollar oralig‘ida bo‘lishini kuting.
Bu moliyaviy maslahat emas. O‘zingiz tadqiq qiling.