Still feeling the hangover from the Binance hack?
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.
Markets
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
Captured at 02:38 AR on Tuesday, November 3, 2026: crypto over the previous 24 hours, US markets at their last close. Sources: CoinPaprika, Farside Investors, DefiLlama, Deribit, alternative.me, Cboe, ECB via Frankfurter.
Today's agenda
- 12:00 AR (10:00 ET)JOLTS Job Openings Survey (Sep)Consensus 7,230M
- 15:15 AR (13:15 ET)ENS vote closes: [7.3] [Social] Governor Nexus Update
Topic of the day
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.
Yesterday's quick takes
- Binance: $6.3B hack, 2nd withdrawal phaseBinance is starting its second phase of cryptocurrency withdrawals on Tuesday, following a record $6.3 billion hack. The exchange will progressively reopen withdrawals for additional assets, including those on Ethereum and Binance Smart Chain. This move is expected to stabilize withdrawal volumes, which have slowed since Sunday.
- N Korea denies $6B Binance hackKim Jong-Un's sister denied the FBI's claims that North Korea was behind the record $6 billion Binance hack. The FBI had found that North Korean hackers were involved in the heist. This denial may impact the perception of crypto exchange security and the role of nation-state actors in crypto hacks.
- 50 Companies Block OKX-ICE TokenizationFifty companies, including Nvidia and Nike, have blocked OKX and ICE from tokenizing their shares under the SEC's Innovation Exemption. The objections stem from the SEC's five-year exemption, which lets tokenized securities venues trade blockchain versions of U.S. stocks without registering as exchanges.
- Crypto theft: $106M, $786KA European entity may have lost $106 million from exchange accounts, while a Solana arbitrage bot wallet may have lost $786,000. The suspected attacker remains unidentified, and the affected entity and exchanges involved have not been publicly named. These incidents follow a recent $6.3 billion Binance hack, highlighting the ongoing security risks in the crypto space.
- Mercado Bitcoin loses $46mMercado Bitcoin, Brazil's largest crypto exchange, has been hit by a $46 million security breach. The exchange confirmed the incident and paused withdrawals. This breach may impact investor confidence in the exchange and the broader crypto market.
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.