On November 3, Reuters reported that North Korean state media, KCNA, stated that claims regarding North Korea being behind the theft of approximately $630 million from Binance are 'fabrications.' Previously, the FBI attributed the attack to North Korea, and blockchain analysis firms such as Chainalysis and TRM Labs also linked it to the North Korean-affiliated hacker group TraderTraitor.

Market data shows that BTC has fallen below $77,000, currently priced at $76,986.81, with a 24-hour decline of 1.41%. The market is experiencing significant volatility, so please ensure proper risk management.

The three major U.S. stock indices opened higher, with the Dow Jones Industrial Average rising by 0.80%, the S&P 500 increasing by 0.44%, and the Nasdaq Composite gaining 0.63%. Among popular tech stocks, Apple shares fell by 0.31%, NVIDIA shares rose by 1.48%, Microsoft shares increased by 0.32%, Alphabet (Google) shares were up by 0.99%, Amazon shares rose by 1.36%, TSMC shares increased by 1.42%, SpaceX shares surged by 2.2%, Tesla shares rose by 1.28%, Meta shares declined by 0.47%, Broadcom shares increased by 0.27%, SK Hynix shares rose by 2.46%, Micron Technology shares were up by 0.14%, AMD shares increased by 0.71%, ASML shares rose by 0.45%, Cisco shares increased by 0.23%, Oracle shares fell by 3.9%, Intel shares dropped by 1.22%, Dell Technologies Class C shares decreased by 0.5%, and ARM shares fell by 0.18%.

On November 2, Anthropic disclosed that for the three months ending September 30, 2026, the company's revenue increased by 1127% year-over-year, with its Claude business generating $17 billion in revenue. During the same period, the company's adjusted operating profit was $2.5 billion, with an adjusted operating margin of 15%; however, under accounting standards, the operating loss was $567 million. Additionally, as of September 30 and thereafter, the total committed expenditures under procurement commitments and lease agreements amounted to approximately $895.4 billion.

Last week, BitMine increased its holdings by 8,573 Ethereum. As of November 1, 2026, its total Ethereum holdings reached 6,060,506, accounting for approximately 4.9% of the total Ethereum supply. Currently, the total value of the cryptocurrencies, cash, and other investment assets held by BitMine is approximately $14.5 billion, which includes $498 million in cash and securities, 216 Bitcoin, $180 million in Beast Industries equity assets, and an investment of $82 million in Eightco Holdings (ORBS). Additionally, the amount of staked Ethereum is 5,227,037 (representing 86% of total holdings), valued at approximately $11.8 billion based on a price of $2,261 per ETH, with an annualized staking yield of about $358 million.

According to an announcement from Binance, the zero-knowledge proof (ZK Proof) for its proof of reserves (PoR) snapshot taken on October 31, 2026, at 00:00 (UTC) has been completed. Users holding BTC, ETH, USDT, BNB, SOL, USDC, XRP, USD1, RLUSD, and ZEC can verify their balances through the Binance PoR verification tool to confirm that they have at least 1:1 reserve support. Binance stated that approximately 95% of the assets affected by this security incident have been recovered, while about 5% consists of tokens with relatively low liquidity outside the top ten, which will require more time to fully acquire. Binance plans to conduct a new round of snapshots covering more tokens on November 4, with the complete zero-knowledge proof expected to take about 40 to 50 hours to generate. Additionally, it plans to gradually restore more network and asset withdrawals starting tomorrow. Binance reiterated that the losses from the stolen funds will be borne by Binance, not the users.

On November 2, Melius Research announced that it has lowered the target price for NVIDIA (NVDA.O) from $420 to $315. The target price for Marvell Technology (MRVL.O) has also been reduced from $445 to $300.

On November 2, Marvell will acquire Lumentum through a stock transaction, with a merger valued at $1,132 per share.

On November 2, Coinbase CEO Brian Armstrong posted a message congratulating Bitcoin on its 18th anniversary, revealing that the corporate treasury investment has reached a total of 18,000 BTC. This asset is part of the company's own capital allocation and does not include user custody assets.

On November 2, OpenAI sought $20 billion in new funding. The latest funding round did not reach the previously set target of $30 billion.