PM brief · 2026-11-05

Market cap $2.68T -1.53% · BTC $80,313.00 +2.42% · ETH $2,418.78 +4.02% · BTC dominance 60.1% · Fear & Greed 50 Neutral

Biggest 24h moves (top 100): PEARL +13.92%, INJ +8.30%, ATOM +6.65%, WLFI -11.92%, VVV -10.39%, ZRO -8.26%. Moves are information, not signals.

Top verified stories

Positioning & flows

• BTC: liquidated 24h $3.0M longs / $23.6M shorts · long/short accounts 1.55 (OKX)
• ETH: liquidated 24h $5.5M longs / $14.7M shorts · long/short accounts 1.54 (OKX)
• SOL: liquidated 24h $1.0M longs / $4.1M shorts · long/short accounts 3.01 (OKX)
• XRP: liquidated 24h $213K longs / $660K shorts · long/short accounts 2.88 (OKX)
• DOGE: liquidated 24h $86K longs / $663K shorts · long/short accounts 4.20 (OKX)
• Stablecoin supply $295.3B, 7d -1.63%
• DeFi TVL $84.8B, 7d -1.38%
• Bitcoin transactions of 500+ BTC in 24h: 200 (unlabeled; often exchange-internal)

Most-covered themes (distinct publishers, 24h): Hacks & exploits 66 (-53%), Stablecoins 58 (+10%), AI x crypto 53 (+30%), Regulation (US) 37 (+63%). Narratives

1. South Korea moves to delay crypto tax to 2029 in fourth postponement Cryptopolitan 12 sources
2. Hong Kong Passes Crypto-Asset Tax Reporting Bill Digital Watch Observatory 7 sources
3. AI Hackers Keep Hitting Crypto Exchanges in India Even After Security Fixes, CERT-In Warns CoinCentral 6 sources
4. Trump-linked American Bitcoin swings to $126 million profit but misses revenue estimates CoinDesk 5 sources
5. Polygon Proposes Network Hard Fork To Recover $6.8M In Stolen POL Tokens Crypto Economy 5 sources
6. Bank of England expected to hike interest rates for first time in three years Yahoo Finance UK 4 sources
7. Uphold Launches RLUSD Earn, Offering Up To 7% APY* On Ripple’s US Dollar Stablecoin BlockTelegraph (auto) 3 sources
8. Binance Revokes API Keys, Security Issue Found at SignalPlus U.Today 3 sources