Riot Platforms sold 8,962 BTC to fund data center development and repay debt, leaving the listed Bitcoin mining company with 2,418 BTC. According to Odaily, Bitcoin Treasuries reported the sale in a post on X.

AI data security company Sentra raised $150 million in a Series C round led by Capital One Ventures, with existing investors Bessemer Venture Partners, Zeev Ventures, Standard Investments, Munich Re Ventures and Key1 Capital also participating; Capital One will appoint a representative to Sentra’s board. According to ChainCatcher, Sentra reported year-over-year growth of more than 300% over the past year and has raised more than $250 million to date. The company plans to use the new funding to expand its data access controls for AI agents and its protection of data at rest, and to enter new markets.

According to Jin10, the U.S. Treasury changed its wording on future auction sizes on Wednesday, a move analysts expect could pave the way for increased short- and medium-term Treasury issuance and possibly smaller long-term auctions. The Treasury removed the word “at least” from its guidance, saying it expects to keep floating-rate note and fixed-rate coupon security auction sizes unchanged for the next several quarters. Many analysts interpret “several” as two quarters, meaning changes could come in the first half of 2027. Auctions of 20-year and 30-year Treasuries, which have sometimes struggled to attract demand, are considered the most likely to be cut. Increases in fixed-rate coupon auction sizes may focus mainly on 2- to 7-year securities, with possible increases for 10-year Treasuries as well. The Treasury said it will assess potential future auction-size adjustments based on trends in structural demand and the potential costs and risks of different issuance structures. That assessment will include communicating with market participants to better understand changing Treasury supply-and-demand dynamics. The government also aims to raise funds at the lowest cost over the long term. The Treasury said it will issue $125 billion in securities next week, including $58 billion in 3-year notes, $42 billion in 10-year notes and $25 billion in 30-year bonds.

Bitcoin dipped to $75,600 as midterm results showed Democrats winning Congress, then rebounded 1.3% to $78,300 as stock futures turned positive. The sweep hit Trump-linked trades: Asian tech shares fell, the dollar slid against every G-10 peer, Treasury yields dropped, and TRUMP and WLFI lost 7.1% and 5%. DeFi tokens led the crypto rebound, up about 5%. Circle reported Q3 revenue of $865M, up 17%, with Binance taking a $100M equity stake. Friday’s US jobs report is next.Democratic Congressional Sweep Shakes Trump Trades in AI Stocks and CryptoA Democratic sweep of Congress jolted global markets, per Bloomberg, dragging Asian tech shares and the dollar lower while lifting Treasuries. Investors are rethinking trades built on Trump’s deregulation and AI buildout agenda, as Democratic control is expected to bring investigations and tougher oversight of spending plans, though his veto limits legislative change. Floodlines Research’s Anna Wu: more scrutiny on data centers, power use and local approvals means investors “cut AI first and ask questions later.” KOSPI fell as much as 4% with Samsung and SK Hynix each down more than 5% before paring, Japan’s tech-heavy benchmark dropped almost 5%, and Taiwan slid as much as 3.4%. Solar stocks rallied: Hanwha Solutions up as much as 17%, Enphase and SolarEdge up as much as 12%, First Solar up 11%. The dollar fell as much as 0.4% against a G-10 basket, its biggest drop in a month; the 5-year yield fell as much as 9bps to 4.68% and the 10-year 7bps to 4.89%. Bitcoin fell as much as 2.8% to below $76,000. Brent traded near $103 on US-Iran peace efforts, and gold rose as much as 0.9% to above $3,960.Bitcoin Rebounds to $78,300 From Midterm Dip as DeFi Tokens Lead GainsBitcoin rose about 1.3% to $78,300 since midnight UTC after dipping to around $75,600 near 03:00 UTC as results arrived. CoinDesk reported the results raise fresh questions over crypto legislation. Ether gained 2% and the CoinDesk 80 rose 2.3%. The DeFi Select Index rose about 5% with all seven members higher, led by INJ (+6.2%) and ENA. Venice (VVV) led the CoinDesk 100 at about 7%; ZEC gained 5%. Trump-linked tokens fell: TRUMP -7.1%, WLFI -5%, and Trump Media shares were down 6.5% pre-market. Futures volume rose 27% while open interest rose only 3%, and liquidations rose 22% to $469M. ZEC open interest jumped 25% with the strongest market-order buying. Bitcoin’s one-week implied volatility fell from about 41% to 34% and skew returned to near its starting level after jumping to about 19%. The Fear and Greed Index stood at 37 and the altcoin season index at 51. Friday’s jobs report is next.Circle Q3 Revenue Climbs 17% to $865 Million on ARC Token Presale as Binance Takes $100 Million StakeCircle reported Q3 revenue and reserve income of $865M (+17%), adjusted EBITDA up 85% to $317M and net income from continuing operations up 5% to $226M. Both headline figures were lifted by $182M from the ARC token presale; excluding it, revenue was about $683M, down about 8%. Reserve income fell 8% to $658M as the reserve return rate dropped 61bps to 3.5%. Binance made a $100M equity investment and renewed and expanded its USDC partnership, focused on emerging markets. USDC circulation was $73.9B, flat year over year, with market share slipping to 27%, while USDC held on Circle’s platform rose 36% to $13.9B. Arc launched on public mainnet September 16, and Circle agreed to buy Tazapay, expected to close in 2027. Guidance was unchanged, and the quarter included a roughly 5% workforce reduction.AMD, Meta and Circle Give Up Early Pre-Market Gains, With Circle Down 3.18% After Q3 ResultsIn US pre-market trading on November 4, early gains faded. AMD fell 1.2%, wiping out an earlier gain of as much as 8.1%. Meta was up 0.61% at $626, down from as much as 2.53%, after its first euro-denominated bonds drew a record €53B in orders. Circle fell 3.18% to $72.83 after rising as much as 3.72%, following its Q3 results. Pre-market moves trade on thin volume and may not hold at the open.Nasdaq 100 Futures Turn Negative as Nvidia Falls 1.1% in Pre-MarketNasdaq 100 futures gave up earlier gains and turned negative on November 4, with Nvidia down 1.1% in US pre-market trading.

According to Jin10, SpaceX selected Qualcomm to accelerate the Starlink project.

According to Jin10, Qualcomm (QCOM.O) and SpaceX are targeting AI-native 6G infrastructure.

According to Jin10, Qualcomm (QCOM.O) shares rose 4% in premarket trading after reaching a partnership agreement with Starlink.

미국 재무부 해외자산통제국(OFAC)은 북한의 해외 IT 인력 네트워크와 암호화폐 이체 채널을 단속하기 위해 개인 10명과 단체 1곳을 제재 대상 목록에 추가했습니다.

미국 중간선거에서 민주당이 상하 양원을 모두 장악하면서 트럼프 대통령은 취임 이후 최악의 정치적 패배를 겪었다.

인텔 주가가 하루 만에 28.58% 폭락하며 최고점 대비 절반 이상 하락했고, 이는 글로벌 반도체 업계 전반의 하락세를 이끌었습니다. 인공지능(AI)에 대한 관심이 단순히 컴퓨팅 파워를 구매하는 것에서 수익을 요구하는 것으로 바뀌고 있는 것입니다.

바이낸스에서 발생한 63억 4천만 달러 규모의 해킹 사건 초기 보도에서는 북한이 부인하는 가짜 인터뷰를 근거로 들었지만, 진짜 미스터리는 공격자들이 10일 동안 침투한 방식에 있다.

왕용리는 미국의 스테이블코인 관련 입법 과정을 설명하면서 중국은 미국을 따라 위안화 스테이블코인을 발행할 것이 아니라 디지털 위안화라는 핵심 기조를 유지해야 한다고 지적했다.

치밀하게 계획된 가짜 면접을 통해 해커들은 약 5개월에 걸쳐 직원 컴퓨터를 이용해 바이낸스의 핵심 지갑에 침투하여 63억 4천만 달러 상당의 자산을 훔쳤습니다.

로빈후드는 실적 발표에서 자사 주식 토큰의 TVL(총 예치 자산), 온체인 금융 애플리케이션, 미국 사용자 수를 주요 성과 지표(KPI)로 꼽았으며, 밈 토큰 거래는 수요의 첫 단계일 뿐이라고 밝혔습니다.

달러 스테이블코인은 워싱턴의 전략적 수출품으로 여겨져 왔지만, 수억 명의 사용자 요구를 충족하는 온체인 유통 네트워크는 이미 시장에 의해 구축되어 있습니다. 네이티브 발행은 달러 코인 생산의 기본 경로입니다.

중간선거 이후 암호화폐 업계는 민주당의 장악, 주요 동맹의 상실, 그리고 워싱턴으로부터의 새로운 강도 높은 감시라는 위기에 직면해 있습니다.

스페인 축구 선수 헤수스 데 미겔의 이름과 사진을 이용한 밈코인이 그의 사망 직후 유포되기 시작하면서 암호화폐 거래자들 사이에서 분노를 불러일으켰고, 급속도로 성장하는 토큰 시장에서의 투기 윤리에 대한 의문을 다시금 제기했다.