Event Calendar
Ark Invest sold $2.9 million worth of Bullish ($BLSH) shares through its ETF on Wednesday. At the same time, Ark Invest purchased 1,894 shares of Circle ($CRCL) stock through the $ARKF ETF.
Yesterday, US Bitcoin spot ETFs saw a total net inflow of $74.6 million. Specifically, FBTC saw a net inflow of $236.7 million, IBIT saw a net outflow of $201.2 million, ARKB saw a net inflow of $19.9 million, BITB saw a net inflow of $15.2 million, and BTCO saw a net inflow of $4 million. EZBC, BRRR, HODL, BTCW, MSBT, GBTC, and BTC saw no net inflows or outflows. Yesterday, Ethereum spot ETFs saw a total net inflow of $53 million. Specifically, ETHA saw a net inflow of $32.8 million, FETH a net inflow of $19.2 million, ETH a net inflow of $13.6 million, and ETHE a net inflow of $9.7 million; ETHB saw a net outflow of $22.4 million, and TETH a net inflow of $100,000; ETHW, ETHV, QETH, EZET, and MSSE saw no inflows or outflows. (Source: Farside)
According to AiCoin monitoring, a large amount of funds flowed into the US spot BTC ETF market yesterday, with a net inflow of up to $74.6 million. Among them, FBTC had the largest inflow, with a net inflow of $237 million in a single day; followed by ARKB, with a total of $19.9 million. According to AiCoin's "Spot BTC ETF Tracking" live trading strategy, there is a significant positive correlation between ETF fund inflows and BTC prices. You can subscribe to indicators to enable the program to automatically place orders based on fund flows. Data is for reference only.
[US AI Company Nooks Receives $500 Million Commitment from General Catalyst] On November 5th, US artificial intelligence company Nooks received a $500 million commitment from General Catalyst. Nooks launched its Revenue Agent Platform on November 4th to handle tasks from initial customer contact to contract renewal. (Source: Tech in Asia)
Polymarket's prediction market data shows that the probability of BTC reaching $85,000 in the remainder of November has risen to 56%, up 23% in the last 24 hours. Furthermore, the probability of BTC reaching $87,500 has risen to 38%, up 17% in the last 24 hours. This market uses the highest price of the 1-minute candlestick chart of the Binance BTC/USDT trading pair as the settlement basis. Within November, if the highest price of any 1-minute candlestick chart reaches the specified price, the market settlement is "Yes".
HyperLiquid co-founder Jeff Yan traveled to London to meet with policymakers. Core contributors to the platform hold at least 238 million HYPE tokens, worth approximately $20 billion. Jeff Yan did not disclose his personal net worth. Jeff Yan hinted that HyperLiquid will offer tokenized products based on the stocks of large companies in the future, aiming to create a market with higher liquidity than the traditional stock market. Given the significant role third parties play in the platform's product offerings, future developments are difficult to predict. (Source: Bloomberg)
[Arthur Hayes: Increased AI Share Supply May Impact Liquidity; Maelstrom Remains on Hold] On November 5th, Maelstrom's Chief Investment Officer, Arthur Hayes, stated that the increased supply and future unlocking of shares in SpaceX, Anthropic, and OpenAI could depress share prices and increase related debt financing costs. Hayes believes that if the AI lending market cools down, bank balance sheet growth may slow or contract, reducing dollar liquidity supporting the crypto market. Unless there are significant changes in fiat currency liquidity, Maelstrom will remain on the sidelines, awaiting the impact of the AI IPO boom and potential future policy interventions.
On the X platform, Zhao Changpeng warned users to be wary of phishing websites impersonating Trust Wallet, which use the .cam domain instead of .com. The website entices users to connect their wallets. Its JS script supports Trust Wallet, Phantom, and OKX, and scans wallet balances via a backend API, preparing to transfer funds to a fixed address.
Bitcoin mining company MARA Holdings transferred 1,650 bitcoins, worth $132.8 million, to Galaxy Digital, Copper and other platforms in the past 12 hours.
The whale account starting with 0x0242 saw a net gain of approximately $14.09 million in the past week, with its equity increasing from approximately $20.02 million to $34.11 million, representing an increase of approximately 70.4%. The whale's profit focus has shifted to storage. After adding approximately $6.83 million in net short positions in Micron and SanDisk yesterday, the combined unrealized profit of these two short positions increased from approximately $2.86 million at noon yesterday to approximately $4.22 million this morning. Specifically, the SanDisk short position was valued at approximately $16.79 million, with an unrealized profit of approximately $3.51 million; the Micron short position was valued at approximately $9.09 million, with an unrealized profit of approximately $0.71 million. Including the short positions in Hynix, the DRAM index, and Changxin Technology, the combined unrealized profit of the five storage-related contracts is approximately $6.52 million, accounting for 46% of the total unrealized profit of all short positions. Some tech stock short positions saw profits retracement. Intel short positions had a floating profit of approximately $3.28 million, while Google short positions saw floating profits decrease from approximately $2.11 million to approximately $1.03 million. The holder currently holds approximately $19.99 million in Google short positions. The whale currently holds 35 short positions, totaling approximately $133 million, with a floating profit of approximately $14.14 million; it also maintains long positions worth approximately $8.52 million. Including the long positions, the net floating profit for all contracts is approximately $14.45 million, close to yesterday's approximately $14.58 million.
Eric Trump's American Bitcoin released its Q3 2026 financial report, showing reserves of 8,427 BTC, an increase of approximately 5% from Q2. The company mined 891 BTC in the third quarter, generating $63.4 million in revenue.
Yi Lihua stated that BTC has broken through $80,300 and stabilized above the 20-day moving average. If it strongly breaks through $82,600, it is expected to start the second major upward wave and retest the strong resistance level of $86,000. After breaking through, the targets are $97,000 and $104,000. The pullback in BTC around $86,000 is a normal correction in a bull market, and a rebound is possible at any time. Yi Lihua started buying when BTC was close to $77,000, but external factors affected the execution of his trades, causing him to miss part of the rebound.
After a three-month hiatus, Trump Media transferred 4,260 BTC, worth approximately $343.67 million, to Crypto.com for resale. Since 2026, Trump Media has transferred a total of 9,540 BTC to Crypto.com, worth approximately $713.68 million.
Binance will gradually open withdrawal services for some assets on the ETH, BSC, BASE, TRX, MATIC and SUI networks starting at 12:00 on November 5th.
Visa launched six global competence centers on November 5 at its new solutions center in Paya Lebar Oasis, Singapore, bringing together more than 1,500 professionals. These centers focus on applied AI and agent commerce, digital currencies, stablecoins, programmable payments, wallets, alternative payment methods, cybersecurity, and quantum computing. Visa plans to expand its research, engineering, and innovation jobs, with partners including DBS Bank, Nium, and StraitsX. The Singapore Economic Development Board stated that Visa's investment will create high-value jobs for Singaporeans. Furthermore, Visa has launched USDC settlement in the US and claims that stablecoins can support faster cross-border payments and programmable money. (Source: Tech in Asia)
Binance's TIA/USDT perpetual futures saw a 13-fold increase in trading volume within 10 minutes, reaching $36.28 million in the past 24 hours, a 7.80% increase. A surge in trading volume generally indicates increased market activity or large-scale buying and selling operations, which may be caused by some important market changes or news announcements. According to AiCoin data, Binance Futures ranks No. 1 globally.
Robinhood Chain has reached $100 billion in transaction volume on Uniswap and has partnered with Arbitrum to launch a $1.8 million developer grant program, with each team potentially receiving up to $100,000 in grants.
Binance released its 8th update on the security incident recovery progress, announcing that partial asset withdrawal services will be gradually restored starting at 12:00 PM on November 5, 2026. Withdrawal services will be restored in batches after security checks are completed; deposit services will remain normal. The assets that will be available for withdrawal in this plan include: UNI, AAVE, PAXG, VIRTUAL, and MORPHO on the ETH network; ASTER, PROM, UNI, 1MBABYDOGE, and FIL on the BSC network; AERO, VIRTUAL, MORPHO, and AVNT on the BASE network; JST, SUN, and BTTC on the TRX network; GNS on the MATIC network; and MMT on the SUI network.
Trump Media transferred 4,259 BTC, worth approximately $343 million, to Crypto.com.
A whale that had been dormant for a year redeemed its tokens from Aave during the rebound and subsequently sold $6.357 million worth of ETH and stETH at an average price of $2,428.