Bitcoin is resilient, but leverage is missing and demand still tepid
Your dayahead look for Nov. 5, 2026 Source：CoinDesk
The real test for the artificial intelligence build-out is what happens in 2028, analysts say
JPMorgan’s Michael Cembalest is worried about data center buildouts following midterm elections, and he’s looking two years ahead. Source：MarketWatch
An Anthropic IPO when the AI trade is this turbulent? Godspeed!
Wall Street takes a harder look at AI costs after historic midterm results. Plus, the upside to Apple’s lack of artificialintelligence spending.…
A strategist draws a 1980s parallel to argue bipartisanship could power a ‘bull stampede’
In the 1980s, a Republican president, a Democrat Speaker of the House and an inflationfighting Federal Reserve chairman powered a stockmarket rally.…
Bitcoin miners are oversold following 35% October rout, VanEck says
Investors dumped AI infrastructure providers across the board in October, treating companies in very different sectors as one monolithic trade. Source：CoinDesk
Trump-linked American Bitcoin swings to $126 million profit but misses revenue estimates
Revenue fell to $63.4 million in the third quarter and missed analysts’ forecasts as bitcoin production declined and higher summer electricity prices pushed…
Thailand to block Bitget in December over unlicensed crypto trading
Thailand’s SEC filed a criminal complaint against Bitget’s operator, with access to its website and app set to be blocked from Dec. 5. Source：Cointelegraph
Bitcoin holds above $80,000 after Wednesday’s jump as injective rallies on staked ETF listing
Bitcoin slipped 0.2% to around $80,250 since midnight UTC, holding above $80,000 after Wednesday’s jump, as spot ETFs ended a threeday outflow streak.…
Research firm declares ‘end of the AI trade as we know it’ — and Asian tech stocks reflect the shift
Now that absolute value is much harder to find in the AI trade, with bets having to be made on a longerterm, more speculative basis, it’s time to search for…
Live updates: Bitcoin steady around $80,000 as markets rally after Democratic sweep
Ether jumped 4% and crypto ETFs drew fresh money after Wall Street turned higher and Brent crude fell nearly 9%. Source：CoinDesk
Mercado Bitcoin hack continued hours after exchange said attack was contained, report finds
The same attacker took about $391,000, mostly from wallets Bitquery ties to BitMart, whose founder confirmed a Nov. 2 hack and suspects a link. Source：CoinDesk
Bitcoin win rate vs. S&P 500 recovers as post-midterm history favors stocks
Bitcoin outperformed the S&P 500 in half of the past 90 US trading sessions, while historical midterm data highlights gains for stocks. Source：Cointelegraph