AnalysisTech & Protocols
Anthropic Sets $1.4 Trillion Valuation Target in November Nasdaq IPO
The AI company filed for an IPO at $70 to $78 a share, revealing $80.7 billion in net losses alongside a unique share structure.
Research desk
Analysis
Deep dives from the research desk: unlock anatomies, protocol revenue, regulatory read-throughs, weekly recaps. 900–1,500 words, every claim sourced, no price targets.
AnalysisInstitutions & ETFs
Bitmine Adds $20M in Ethereum While Reaffirming Deficient Internal Controls
The Ethereum treasury ended the fiscal year $5.4 billion below cost on its ETH stack, continuing to note material weaknesses in financial reporting.
AnalysisSecurity & Hacks
CertiK Calls for Hard Hot-Wallet Caps Following $6.3B Binance Breach
Cybersecurity researchers argue rigid cold-storage ratios fail to manage exposure, advocating absolute dollar limits after massive hot-wallet drains.
AnalysisRegulation & Policy
FinCEN Moves to Sever MEXC Global from US Financial System, Triggering Industry Distance
The US Treasury alleges MEXC facilitated $16.7 billion in illicit flows, prompting immediate action from OKX and token issuers ahead of the ban's effective date.
$NATG 5 min read
AnalysisInstitutions & ETFs
US Spot Bitcoin ETFs Shed $1.28B in Heaviest Weekly Outflow Since June
Institutional funds lost $919 million net year-to-date as AI stock instability, midterm shifts, and the $6.3B Binance breach weighed on markets.
AnalysisInstitutions & ETFs
Hyperliquid Strategies Reports $620.6M Q3 Net Income, Applies for US FCM License
The digital asset treasury company deployed $802 million in Q3, expanding its HYPE treasury to 38.5 million tokens while moving to bring permissioned onchain markets onshore.
AnalysisRegulation & Policy
US Treasury Sanctions Eight Canadian Crypto Entities Over Iranian Network and Drug Ties
OFAC targeted multiple Canadian money services businesses for facilitating millions in digital asset transfers for the IRGC and a recognized narcotrafficker.
$BTC 6 min read
AnalysisInstitutions & ETFs
Bitmine and Strive expand corporate Bitcoin and Ethereum treasuries in Q3
Bitmine Immersion Technologies now holds over 6 million ETH, while Strive purchased 15,124 BTC in October.
AnalysisTech & Protocols
Ethereum Delays Glamsterdam Upgrade on Hoodi Testnet Over Smart Contract Vulnerabilities
Core developers postponed the Oct. 26 activation after auditors found that gas pricing changes would break invariants relied upon by certain projects.
$ETH 2 min read
AnalysisSecurity & Hacks
Chainalysis Broadens Breach Disclosure to Include Password Hashes and Live Tokens
The blockchain analytics firm updated its initial statement, confirming that sensitive credentials for all users were exposed during a cyberattack.
1 min read
AnalysisSecurity & Hacks
US Extradites Suspects from Canada, Israel and the Netherlands in Deepening Global Fraud Crackdown
Law enforcement agencies are coordinating internationally to extradite individuals accused of cybercrime and cryptocurrency scams, tracing millions across borders.
$USDT 2 min read
AnalysisRegulation & Policy
Democrats Secure US Senate Majority, Prompting Crypto Legislative Reset
With Democrats claiming 51 seats in the Senate, the cryptocurrency industry faces heightened scrutiny and a stalled path for the CLARITY Act.
3 min read