AM brief · 2026-11-05

Market cap $2.71T +0.38% · BTC $80,432.00 +3.94% · ETH $2,422.86 +6.56% · BTC dominance 59.6% · Fear & Greed 50 Neutral

Biggest 24h moves (top 100): STX +9.59%, INJ +9.57%, PEARL +7.75%, RAIN -8.69%, WLFI -6.18%, VVV -4.47%. Moves are information, not signals.

Top verified stories

Positioning & flows

• BTC: liquidated 24h $8.9M longs / $32.4M shorts · long/short accounts 1.54 (OKX)
• ETH: liquidated 24h $8.5M longs / $22.5M shorts · long/short accounts 1.35 (OKX)
• SOL: liquidated 24h $3.2M longs / $4.0M shorts · long/short accounts 3.27 (OKX)
• XRP: liquidated 24h $647K longs / $755K shorts · long/short accounts 2.98 (OKX)
• DOGE: liquidated 24h $1.7M longs / $756K shorts · long/short accounts 4.33 (OKX)
• Stablecoin supply $295.2B, 7d -2.06%
• DeFi TVL $85.0B, 7d -0.87%
• Bitcoin transactions of 500+ BTC in 24h: 200 (unlabeled; often exchange-internal)

Most-covered themes (distinct publishers, 24h): Hacks & exploits 70 (-51%), Stablecoins 61 (+16%), Regulation (US) 53 (+134%), AI x crypto 52 (+27%). Narratives

1. Hong Kong Passes Bill for Crypto Tax Data Collection From 2027 www.tokenpost.com 12 sources
2. Justin Sun Seeks Sanctions Against World Liberty Financial Over UAE Ties CryptoRank 8 sources
3. NEAR Mobile Hits No. 1 in Finance App Rankings Across 38 Countries as NEAR Ecosystem Gains Momentum ZyCrypto 7 sources
4. Morgan Stanley Among First to Adopt DTCC’s Tokenization Service Bitcoin.com News 6 sources
5. Jack Dorsey’s Block (XYZ) Sets Aside $764 Million for DOJ Settlement as Bitcoin Profit Halves Bitcoin Magazine 6 sources
6. Canton Coin Is a ‘Digital Commodity,’ SEC Staff Say in Letter Covering Network Rewards Unchained 5 sources
7. Crypto tracks stocks higher after Democrat midterm wins Zawya 5 sources
8. Bybit CEO Ben Zhou: AI, Tokenization and Connected Infrastructure to Reshape the Future of Finance markets.businessinsider.com 5 sources