Daily Brief ·

Crypto market cap falls 7.75% to $2.57T as BTC, ETH and SOL slide

The Fear & Greed Index climbed back to Neutral despite a broad drawdown, no token unlocks are scheduled, and protocol inflows concentrated in lending, a stablecoin issuer and a BTC bridge.

Total market cap $2.57T -7.75% 24h
BTC $75,829 -5.65% 24h
ETH $2,251 -7.09% 24h
SOL $89.04 -6.92% 24h
BTC dominance 59.18% ETH 10.67%
Fear & Greed 50 Neutral +16 pts vs yesterday

01 The Daily Pulse

  • Total crypto market capitalisation fell 7.75% to $2.57T over 24 hours on $93.6B of volume. BTC dropped 5.65% to $75,829, ETH fell 7.09% to $2,251 and SOL declined 6.92% to $89.04, with BTC dominance at 59.18%.
  • The Fear & Greed Index rose to 50 (Neutral) from 34 yesterday, a +16 pts move in the opposite direction to prices that left the gauge close to its week-ago reading of 51; separately, Crédit Mutuel Arkéa confirmed a cyberattack after ZachXBT flagged $133M in suspected losses The Block.
  • Ethereum posted the largest chain-level net outflow at -$229.5M, while protocol inflows concentrated in lending (Morpho Midnight), a stablecoin issuer (M0) and a BTC bridge (Lombard BTC.b), and Aave DAO has a pending proposal to onboard native BTC as collateral to Aave V4 Aave DAO.

02 What Happened

Crédit Mutuel Arkéa confirms cyberattack after ZachXBT flags suspected losses

Crédit Mutuel Arkéa confirmed a cyberattack after ZachXBT flagged $133M in suspected losses The Block. The bank did not confirm the exact amount but validated the order of magnitude of the $133 million figure The Block. The sequence is notable: the loss estimate surfaced publicly through ZachXBT before the bank's own confirmation. The story was covered by The Block and Decrypt.

The Block · also covered by Decrypt

Samsung Wallet opens USDC accounts on Solana for eligible US Galaxy users

Samsung Wallet's Stablecoin Account is now live for eligible U.S. Galaxy users, allowing them to use USDC on Solana The Block. Embedding stablecoin access inside an existing device wallet could reduce the onboarding steps for users who have never held crypto. The item was covered by both The Block and Decrypt.

The Block · also covered by DecryptSOLUSDC

Kraken parent Payward and its clients buy AAVE tokens

CoinDesk reports that Kraken parent Payward and its clients bought AAVE tokens as part of a DeFi investment push CoinDesk. The report concerns one exchange group's purchase. Separately, Aave DAO has a pending proposal to onboard native BTC as collateral to Aave V4 via Babylon Trustless Bitcoin Vaults Aave DAO.

CoinDeskAAVE

Google could take stake in TeraWulf AI project if Anthropic defaults

CoinDesk reports that Google could take a stake in bitcoin miner TeraWulf's $19 billion AI project if Anthropic defaults CoinDesk. The headline shows that miners' AI infrastructure build-outs can involve contingent arrangements with large technology counterparties. No further terms are given in today's data.

CoinDeskBTC

03 Supply Shock Radar Next 7 days

No unlocks in the next 7 days crossed the threshold (≥2.0% of circulating supply or ≥$5M).

04 Capital Rotation

Chain-level flows were mostly negative.

Also inside: TVL flows across 15 chains, the day's biggest protocol inflow (+14.17%, a Lending protocol) and outflow (-24.64%, Lending), plus the top gainers and decliners.

Read the full capital rotation breakdown Paid subscriptions are coming soon. It opens to everyone 5 days after publication. Morning Brief: coming soon

05 Governance & Catalysts

4 DAO votes tracked, 1 that could change token economics, plus 10 scheduled events. Free preview of the top one:

See all 4 proposals, what they'd change and when they close Paid subscriptions are coming soon. It opens to everyone 5 days after publication. Morning Brief: coming soon

06 On the Radar

4 things to watch this week. The first: “CoW DAO votes on CIP-92 and CIP-91 close Nov…”

Get the full watchlist Paid subscriptions are coming soon. It opens to everyone 5 days after publication. Morning Brief: coming soon

General information only, not financial advice. Figures are sourced from DefiLlama, CoinGecko, Alternative.me, Snapshot and the publications linked above as of 2026-11-05 18:00 UTC.