# Still feeling the hangover from the Binance hack?

Morning Brief · Morning Brief · Published November 3, 2026 · By [Anthony Asuaje](https://walkeranthony.com/about/), Walker Strategies
Canonical URL: https://walkeranthony.com/brief/2026-11-03/

Pyongyang denies being responsible for the $6.3 billion theft from Binance, but the FBI suggests otherwise. Meanwhile, the market remains in intensive care, with the total crypto market cap down 2% over the last 24 hours. Fear remains high, with a score of 26, and BTC ETFs saw outflows of nearly $400 million on November 2nd.

## Crypto, last 24 hours

- Bitcoin: $76,523 (−2.0%)
- Ethereum: $2,244 (−1.7%)
- Solana: $91.59 (−2.9%)
- XRP: $1.25 (+0.1%)
- BNB: $694.36 (−1.9%)
- ETH/BTC: 0.0293 (+0.3%)
- Crypto market cap: $2.7T (−2.0%)
- Bitcoin dominance: 57.1%

## Flows & liquidity

- Bitcoin ETFs, net flow: −$398.6M · Mon, Nov 2
- Ether ETFs, net flow: −$139.7M · Mon, Nov 2
- Stablecoin supply: $297.6B (−$4.7B) · 7-day change

## Derivatives & sentiment

- BTC funding, annualized: 4.3% (+0.5 pp) · 24h average
- BTC implied vol (DVOL): 39.2 (−0.1)
- Fear & Greed: 26 (−11) · Fear

## US macro, last close

- S&P 500: 7,541 (−0.5%) · Mon, Nov 2
- Nasdaq 100: 27,990 (−1.4%) · Mon, Nov 2
- US 10Y yield: 4.89% (−4 bps) · Mon, Nov 2
- Dollar index (DXY): 101.62 (−0.23%) · ECB rates · Mon, Nov 2

Not very good news today:
1) "Mercado Bitcoin," a Brazilian exchange, suffered a security breach and lost 46 million.
2) An FBI report indicates that the party responsible for the Binance hack was "TraderTraitor"—a subgroup of Lazarus, a hacking group linked to North Korea.
3) Bitcoin has dropped 2% over the last 24 hours, as has the total market capitalization of the entire crypto space.

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Educational and informational content only. I am not a licensed financial advisor and nothing here is investment advice. Do your own research before making any decision.