PM brief · 2026-11-04

Market cap $2.63T -0.72% · BTC $78,481.00 +1.89% · ETH $2,327.80 +2.79% · BTC dominance 59.9% · Fear & Greed 34 Fear

Biggest 24h moves (top 100): BTW +15.82%, LIT +11.23%, VVV +10.65%, WLFI -2.29%, MNT -2.24%, PI -1.22%. Moves are information, not signals.

Top verified stories

Positioning & flows

• BTC: liquidated 24h $6.6M longs / $12.1M shorts · long/short accounts 1.87 (OKX)
• ETH: liquidated 24h $5.6M longs / $13.9M shorts · long/short accounts 1.69 (OKX)
• SOL: liquidated 24h $2.9M longs / $1.5M shorts · long/short accounts 3.25 (OKX)
• XRP: liquidated 24h $866K longs / $828K shorts · long/short accounts 3.12 (OKX)
• DOGE: liquidated 24h $1.7M longs / $107K shorts · long/short accounts 4.56 (OKX)
• Stablecoin supply $295.4B, 7d -1.96%
• DeFi TVL $83.0B, 7d -3.24%
• Bitcoin transactions of 500+ BTC in 24h: 189 (unlabeled; often exchange-internal)

Most-covered themes (distinct publishers, 24h): Hacks & exploits 72 (-48%), Regulation (US) 56 (+284%), AI x crypto 50 (+52%), Stablecoins 45 (-2%). Narratives

1. World Liberty Financial Went From 1 Owner to 22 in Court, Now Justin Sun Wants Sanctions Blockonomi 12 sources
2. North Korean fake job interviews stole $14.3M before the Binance heist Cryptopolitan 10 sources
3. ZachXBT Names French Bank Crédit Mutuel Arkéa as Alleged Victim of $133M Crypto Theft Decrypt 8 sources
4. CFTC faces lawsuit after allowing perpetual futures trading on U.S. stocks Crypto.news 7 sources
5. After Historic Binance Hack, South Korea Considers 99% Cold Wallet Rule for Crypto Exchanges CryptoRank 6 sources
6. South Korea may delay crypto tax for Digital Asset Basic Act passage Crypto Briefing 5 sources
7. Hong Kong Passes Crypto Tax Reporting Bill Under OECD Rules Starting in 2027 CoinGape 5 sources
8. CertiK Reports $8 Million in Losses From UAE-Linked Crypto Security Incidents CoinCodex 5 sources