AM brief · 2026-11-04

Market cap $2.61T -1.80% · BTC $77,391.00 +0.93% · ETH $2,274.53 +1.07% · BTC dominance 59.3% · Fear & Greed 34 Fear

Biggest 24h moves (top 100): PUMP +9.37%, LIT +9.03%, ZRO +8.98%, RAIN -3.58%, KAS -2.77%, PEARL -2.04%. Moves are information, not signals.

Top verified stories

Positioning & flows

• BTC: liquidated 24h $3.3M longs / $3.5M shorts · long/short accounts 2.40 (OKX)
• ETH: liquidated 24h $3.0M longs / $8.0M shorts · long/short accounts 1.91 (OKX)
• SOL: liquidated 24h $715K longs / $1.1M shorts · long/short accounts 3.28 (OKX)
• XRP: liquidated 24h $448K longs / $773K shorts · long/short accounts 3.16 (OKX)
• DOGE: liquidated 24h $7K longs / $20K shorts · long/short accounts 4.69 (OKX)
• Stablecoin supply $295.6B, 7d -1.93%
• DeFi TVL $82.5B, 7d -3.29%
• Bitcoin transactions of 500+ BTC in 24h: 200 (unlabeled; often exchange-internal)

Most-covered themes (distinct publishers, 24h): Hacks & exploits 86 (-38%), AI x crypto 53 (+62%), Stablecoins 50 (+9%), Regulation (US) 39 (+167%). Narratives

1. Crypto.com to shut consumer-facing app in Hong Kong next Feb Hong Kong Free Press HKFP 12 sources
2. Binance blames fake job interview and AI tool misuse for $6.3B hack Cryptopolitan 12 sources
3. Justin Sun Asks Court to Sanction World Liberty Financial Over UAE Ownership Altcoin Buzz 10 sources
4. North Korea denies role in crypto scheme The Iola Register 9 sources
5. Kraken restricts accounts linked to suspected $133M crypto theft Ambcrypto 6 sources
6. Binance says hackers used fake job interviews to pull off a $6 billion crypto heist Business Insider Africa 6 sources
7. Tether Holds 150,000 Bitcoin, CEO Says—About 50,000 More Than Its Reserve Report Shows Decrypt 5 sources
8. Binance’s $6.3 Billion Hack Has South Korea Asking Exchanges to Hold More Crypto Offline Unchained 5 sources