@DegenerateNews @binance @base Phasing by network lets Binance run security checks chain by chain. The number to watch now is net outflows over the next 48 hours compared with a normal week.
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U.S. Spot Ethereum ETFs Hit Record 23-Day Net Outflow Streak Since Launch
On-chain analytics firm Glassnode reported that U.S. spot Ethereum ETFs have recorded 23 consecutive trading days of net outflows, marking their longest streak since launch. Glassnode said the sustained kening demand from traditional finance investors, who had accumulated ETH heavily in August and September.
On-chain analytics firm Glassnode reported that U.S. spot Ethereum ETFs have recorded 23 consecutive trading days of net outflows, marking their longest streak since launch. Glassnode said the sustained kening demand from traditional finance investors, who had accumulated ETH heavily in August and September.
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@WuBlockchain A record streak is about duration, not size. Cumulative outflows as a share of total ETH ETF assets would tell us more about whether this is a broad exit.
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Why do second movers have an edge in AI?
@tarunchitra: “In AI, there’s a real thing to second mover advantage in that you learn a lot from the mistakes of the first mover.
You could argue that Claude getting a high uptake was because it was easier to use and it had more that the average person who’s not technical could kind of make a product with it...
But why did Anthropic have this opportunity? They learned from the lessons of OpenAI.”
@tarunchitra: “In AI, there’s a real thing to second mover advantage in that you learn a lot from the mistakes of the first mover.
You could argue that Claude getting a high uptake was because it was easier to use and it had more that the average person who’s not technical could kind of make a product with it...
But why did Anthropic have this opportunity? They learned from the lessons of OpenAI.”
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@Delphi_Digital @tarunchitra In financial infrastructure the second mover also inherits the regulatory map the first mover had to draw. That's often worth more than the product lessons.
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🚨UPDATE: The list of issuers objecting to @okx/@ICE_Markets tokenizing their shares on its TSV has grown to 50. New additions include Nike, Costco, Micron, Reddit and Nvidia.
The venture initially proposed tokenizing shares from 62 companies.
Full list of objectors here:
The venture initially proposed tokenizing shares from 62 companies.
Full list of objectors here:
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@EleanorTerrett @okx @ICE_Markets An objection only covers this one venue, so the more telling signal will be which issuers sponsor their own tokens. Canton Strategic says it could start as early as Monday.
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Arche Capital retweeted
O avanço do Bitcoin amplia a conversa sobre seu lugar nas instituições financeiras.
Guto Antunes, head da Itaú Digital Assets, estará no OranjeBTC Summit 2026 para o painel “A Próxima Fronteira do Bitcoin”, com Douglas Corazza, do Bradesco, e moderação de Guiga Ferreira, njeBTC.
Sua trajetória reúne experiência em bancos, infraestrutura de mercado e empresas de ativos digitais.
Faltam 5 dias para o OranjeBTC Summit 2026, em 5 de novembro.
Guto Antunes, head da Itaú Digital Assets, estará no OranjeBTC Summit 2026 para o painel “A Próxima Fronteira do Bitcoin”, com Douglas Corazza, do Bradesco, e moderação de Guiga Ferreira, njeBTC.
Sua trajetória reúne experiência em bancos, infraestrutura de mercado e empresas de ativos digitais.
Faltam 5 dias para o OranjeBTC Summit 2026, em 5 de novembro.
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Arche Capital retweeted
Stocks and commodities are no longer limited by where you live. Global, 24/7, always on.
Tokenized commodities supply on @solana just reached a record $63.2M.
The future of finance runs on Solana.
Tokenized commodities supply on @solana just reached a record $63.2M.
The future of finance runs on Solana.
NEW: Tokenized commodities supply on @solana jumps to a record $63.2M.
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Arche Capital retweeted
New model coming from TPN - Bittensor subnet 65
TPN-007 is live.
The network has been asked to fit @Alibaba_Qwen 3.5-4B under a 4.2GiB ceiling, without losing its reasoning, instruction following or multilingual ability.
007 the first competition running on the revised engine, with new KL divergence and quantization logic, ort, and a fresh sealed epoch of fluid_knowledge.
Small, purpose built models are what will run on local machines.
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Arche Capital retweeted
Tune in to this week’s latest episode of Novelty Search 🔁
Covering recent Bittensor developments, upcoming protocol updates, and the broader vision for the network.
Covering recent Bittensor developments, upcoming protocol updates, and the broader vision for the network.
Bittensor :: Novelty Search x.com/i/broadcasts/1…
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50 companies have now told OKX and ICE not to tokenize their stock. This week, one company may try it the other way.
Under the SEC's Innovation Exemption, listed companies get 30 days to object to a venue offering tokens of their shares. OKXICE's Oct 30 notice lists 50 objectors, including Nvidia and Costco. It first proposed 62 companies.
What we're watching, Nov 2-6:
• Canton Strategic (Nasdaq: CNTN) targets as early as Mon Nov 2 for issuer-sponsored tokens on TSV, with Fairmint as onchain transfer agent. TSV's notice says it hasn't started operating yet.
• Hong Kong FinTech Week puts its two licensed stablecoin issuers, Anchorpoint and HSBC, on one panel Monday.
• Tuesday: @VanessaGrellet_ speaks on a SALT London panel.
Why it matters: an objection only blocks one venue. Issuer-sponsored tokens turn the question from permission into demand.
Will issuer-led tokens become the default for US stocks, or stay a small-cap experiment?
Under the SEC's Innovation Exemption, listed companies get 30 days to object to a venue offering tokens of their shares. OKXICE's Oct 30 notice lists 50 objectors, including Nvidia and Costco. It first proposed 62 companies.
What we're watching, Nov 2-6:
• Canton Strategic (Nasdaq: CNTN) targets as early as Mon Nov 2 for issuer-sponsored tokens on TSV, with Fairmint as onchain transfer agent. TSV's notice says it hasn't started operating yet.
• Hong Kong FinTech Week puts its two licensed stablecoin issuers, Anchorpoint and HSBC, on one panel Monday.
• Tuesday: @VanessaGrellet_ speaks on a SALT London panel.
Why it matters: an objection only blocks one venue. Issuer-sponsored tokens turn the question from permission into demand.
Will issuer-led tokens become the default for US stocks, or stay a small-cap experiment?
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Sources: OKXICE objections via CoinDesk coindesk.com/business/2026/… and The Defiant thedefiant.io/converge/tradf… · CNTN release (SEC 8-K) sec.gov/Archives/edgar… · HK FinTech Week agenda coindaro.com/events/hong-ko… · SALT London agenda salt.org/event-agendas/…
We'll track whether CNTN actually trades, and how deep the pool is. Not investment advice.
We'll track whether CNTN actually trades, and how deep the pool is. Not investment advice.
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Arche Capital retweeted
Euro stablecoin swaps meet the dollar through USDC. In the 30 days to 29 October, euro tokens were swapped against $424m of USDC or USDT on Ethereum, Base and Solana; 96.5% of the value went through USDC. On Solana: 237,721 swaps against USDC, none against USDT. #SonarX
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Arche Capital retweeted
Low visibility does not have to mean low awareness.
Sertn can keep tracking ferries, cargo vessels, and other marine traffic through haze or poor conditions, helping port teams maintain a clearer operational picture when visibility drops.
Sertn can keep tracking ferries, cargo vessels, and other marine traffic through haze or poor conditions, helping port teams maintain a clearer operational picture when visibility drops.
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Y Combinator just listed what it wants to fund in crypto. Retail speculation isn't on it.
@ycombinator's October Crypto Request for Startups, shared Oct 28 by visiting partner @nemild, names six areas:
• Blockchain-based capital raising for AI
• Dollar and other-currency stablecoins
• Neobanks for underserved contractors and businesses
• Tokenized real-world assets
• Trading platforms
• Financial APIs built for AI agents
The premise: this was the first year crypto uptake was led by institutions rather than consumers.
What stands out to us: distribution is written into the ask. Stablecoin founders have to name the customer and how they'll reach them.
Winter 2027 applications are due Nov 2. Which of the six is most underbuilt today?
@ycombinator's October Crypto Request for Startups, shared Oct 28 by visiting partner @nemild, names six areas:
• Blockchain-based capital raising for AI
• Dollar and other-currency stablecoins
• Neobanks for underserved contractors and businesses
• Tokenized real-world assets
• Trading platforms
• Financial APIs built for AI agents
The premise: this was the first year crypto uptake was led by institutions rather than consumers.
What stands out to us: distribution is written into the ask. Stablecoin founders have to name the customer and how they'll reach them.
Winter 2027 applications are due Nov 2. Which of the six is most underbuilt today?
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@ycombinator @nemild Sources: Nemil Dalal's Oct 28 post sharing YC's Crypto Request for Startups x.com/nemild/status/… and Crypto Briefing's summary cryptobriefing.com/y-combinator-c…
Not investment advice.
Not investment advice.
At @ycombinator, we're excited to fund more crypto startups solving financial needs including AI capital raising, stablecoins, trading, and agents.
Here's our latest crypto request for startups. Our next application deadline is Monday.
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ICE has reposted its announcement that it plans to bring Hyperliquid-based perps to the U.S. with Trade[XYZ], after deleting its original post last night, prompting mild panic on X that the partnership had somehow been canceled.
The new version puts more emphasis on the caveats: ICE “plans to” launch the markets, subject to regulatory approvals.
Legal team probably just being extra cautious.
The new version puts more emphasis on the caveats: ICE “plans to” launch the markets, subject to regulatory approvals.
Legal team probably just being extra cautious.
ICE and Trade[XYZ] plan to bring Hyperliquid-based perps to the U.S.
Subject to regulatory approvals, ICE will operate U.S. regulated versions of Trade[XYZ]’s markets, leveraging their expertise as the leading deployer of real-world-asset perps on Hyperliquid.
The new venue to ICE’s institutional futures franchise and offer a trading experience designed for retail participation.
Once live, U.S. traders will be able to trade 24/7 across a range of assets spanning the macro complex including:
*Crypto
*Equities
*Indices
*Commodities
*Forex
Read more: spr.ly/6010BHq9X8
Users will access the platform through U.S.-regulated FCMs performing KYC/AML screening, including ICE's joint venture with OKX.
ICE and Trade[XYZ] will seek approvals to launch a new market built on Hyperliquid to operate KYC-compliant perp markets, including regulatory approvals to support leveraged trading.
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@EleanorTerrett Framing the launch as planned and subject to regulatory approvals is the more accurate read. For institutional participants, the approvals timeline matters more than the announcement.
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Replacing 90% of the stolen assets from the exchange's own funds puts the focus on how the backing is independently verified. Reopening withdrawals Sunday will be the first real test of user confidence.
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Arche Capital retweeted
RWAs on @solana, a new ATH:
$5.19B in distributed asset value
848K holders
$11.82B in 30-day transfer volume
Everything is being tokenized on Solana.
$5.19B in distributed asset value
848K holders
$11.82B in 30-day transfer volume
Everything is being tokenized on Solana.
solana's rwa market just hit a new ATH!
distributed asset value on @solana has reached $5.19B, up 20.75% in 30 days.
- RWA holders: 848K (+21%)
- 30D transfer volume: $11.82B (+44.6%)
what stands out is that both asset value and onchain activity are growing rapidly.
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Stablecoin freezes act on addresses. Exploiters are routing around them.
@chainalysis is tracking Binance exploit funds deposited into DeFi protocols, then claimed back on new, clean addresses, a method already seen on Tron.
Why it matters: a freeze only works on an address that has been flagged. A deposit that comes back out somewhere new resets the trail, so the speed of tracing becomes the control.
Should DeFi protocols screen withdrawals, or should that stay with issuers?
Arche is an investor in Chainalysis.
@chainalysis is tracking Binance exploit funds deposited into DeFi protocols, then claimed back on new, clean addresses, a method already seen on Tron.
Why it matters: a freeze only works on an address that has been flagged. A deposit that comes back out somewhere new resets the trail, so the speed of tracing becomes the control.
Should DeFi protocols screen withdrawals, or should that stay with issuers?
Arche is an investor in Chainalysis.
The Binance exploiters are rushing to stay a step of stablecoin freezes. One method we’re tracking involves stashing their stablecoins in DeFi protocols. Then claiming them back on new, clean addresses.
This method has been used on the Tron blockchain since the early hours of . It involves swapping TRX for stablecoins, then exchanging those stablecoins for depository receipt tokens. Unlike the stablecons they represent, these receipt tokens cannot be frozen. But they can be exchanged for the stablecoins they represent by whomever holds them. That’s an edge for prospective hackers and money launderers. Especially North Korean threat actors, who have used this method on other heists, too.
Here's how North Korea's TraderTraitor group moved $500K. Step by step.
Step 1: Start with TRX. The hackers moved TRX into a swap wallet, positioning the funds for the next stage of the laundering process.
Step 2: Swap into stablecoins. The hackers converted TRX into stablecoins through a DeFi exchange. The stablecoin offers liquidity and stability, with a catch: risk of freezing. The longer you hold illicit funds in stablecoins, the more likely its centralized issuer freezes your tokens. Circle and Tether have already contributed to $2.8 billion in freezes so far. This creates a critical vulnerability for the hackers and a potential intervention point for investigators. This is a dilemma for hackers — how to exploit stablecoin liquidity without the risk of freezing.
Steps 3 and 4: Move the stablecoins: To solve the dilemma, the hackers moved the stablecoins and deposited them in a DeFi lending protocol. In return, they received a deposit token that could not be frozen. Rather than holding stablecoin directly, they now held a token representing a claim on pooled assets. They can now transfer the claim to the asset without risking a freeze.
Steps 5 and 6: Move the claims token: The hacker moved their claim tokens to a new, clean wallet that was not tainted by association. That new wallet then converted the deposit token back to stablecoin.
Steps 7 and 8: Bridge the funds. The hackers then exfiltrated their assets from the Tron blockchain via a bridge, swapping freezable stablecoins on one side with unfreezable ETH on the other. Now the exploiter is free of worry of a freeze.
Of course, exchanging stablecoins for ETH does not make the hackers bulletproof. Chainalysis investigators analyze patterns like this to keep up with the hackers in real-time. We will continue to monitor how the blockchain is used and misused.
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THE BLOCK: Tether generated $1.5 billion in Q3 net operating profit, bringing its nine-month total to $4.5 billion. Its reserve buffer nearly doubled quarter over quarter to $7.95 billion, while direct and indirect U.S. Treasury holdings reached $132.4 billion.
"Our ke sure USD₮ remains dependable when people need it most, including when markets and financial systems come under pressure," CEO Paolo Ardoino said in the firm's latest attestation report released on Friday.
"Our ke sure USD₮ remains dependable when people need it most, including when markets and financial systems come under pressure," CEO Paolo Ardoino said in the firm's latest attestation report released on Friday.
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@TheBlockCo The reserve buffer nearly doubling to $7.95B is the line we'd read first. It's the cushion behind $132.4B of Treasury exposure.
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@base @antoniogm @MTSlive The step that matters for allocators is collateral. Once a tokenized share can be posted in a lending market, haircuts and liquidation hours become the real design questions.
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