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.
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.
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.
CoinDesk profiles TraderTraitor, the group it links to a Binance heist
CoinDesk published a profile of TraderTraitor, which it identifies as the hacking group behind a $6.3 billion Binance heist CoinDesk. The item is a single-outlet headline with no further detail in today's data, so the timing, scope and status of the incident cannot be established from this payload.
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.
Gate CEO says exchanges must show they can withstand a Binance-scale hack
Gate's CEO told CoinDesk that crypto exchanges must prove they can survive a hack like Binance's CoinDesk. The comment frames hack resilience as something exchanges should be able to demonstrate rather than assert; the coverage carries no further detail in today's data.
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.
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.
05 Governance & Catalysts
4 DAO votes tracked, 1 that could change token economics, plus 10 scheduled events. Free preview of the top one:
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CoW DAO TokenomicsactiveCIP-92: CoW Foundation Budget and Mandate Update
06 On the Radar
4 things to watch this week. The first: “CoW DAO votes on CIP-92 and CIP-91 close Nov…”
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.
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