Key Takeaways
- • US spot Bitcoin ETFs recorded a net inflow of USD 17.07 million in the latest reported session, according to SoSoValue, with BlackRock's IBIT leading at USD 12.80 million and Fidelity's FBTC adding USD 10.53 million.
- • Total Bitcoin spot ETF net asset value stood at USD 104.27 billion, with a net asset ratio of 6.58% and cumulative historical net inflows of USD 57.62 billion.
- • Tether and Circle have blacklisted approximately 1.77 billion USDT and 825 million USDC, respectively, while Binance has reportedly frozen around USD 3 billion of the USD 6.3 billion hack proceeds, per TRM Labs, which attributes the attack with high confidence to North Korea's TraderTraitor unit.
- • Shiba Inu traders absorbed approximately USD 20 million in liquidations within 24 hours, with long positions accounting for USD 12.9 million.
- • Strategy reported Q3 2026 operating income of USD 20.91 billion, driven almost entirely by digital asset accounting gains, and diluted EPS of USD 44.75, against a treasury of 848,517 BTC.
Summary
Spot Bitcoin ETFs in the United States attracted USD 17.07 million in net inflows in the latest reported session, according to SoSoValue data cited in the report. BlackRock's IBIT led with a daily net inflow of USD 12.80 million, bringing its total historical net inflow to USD 66.54 billion. Fidelity's FBTC was second with USD 10.53 million, and its cumulative net inflow stands at USD 10.37 billion. Grayscale Bitcoin Mini Trust recorded the largest daily outflow at USD 15.35 million. Total Bitcoin spot ETF net assets were USD 104.27 billion, and cumulative historical net inflows reached USD 57.62 billion.
The Binance hack continues to produce asset freezes. The report puts the theft at USD 6.3 billion and says attackers have begun splitting the funds in ways that allow freezing. TRM Labs attributes the attack with high confidence to North Korea's TraderTraitor unit. Per TRM Labs, Tether and Circle have blacklisted approximately 1.77 billion USDT and 825 million USDC. Ripple has frozen 40.5 million of the 88.5 million RLUSD stolen, World Liberty Financial has locked 27.8 million of its USD1 token, and Arbitrum's Security Council intervened to stop USD 30.5 million. The report describes Binance as having frozen around USD 3 billion in funds.
Shiba Inu derivatives traders faced a USD 20 million liquidation wave within 24 hours. Long positions absorbed USD 12.9 million of losses and shorts about USD 7 million, even though bullish bets continued to outnumber bearish ones. The Shiba Inu team urged caution, citing borrowed funds as a driver of short-term price swings, and reported net exchange deposits of about 92.07 billion SHIB over the same period.
Strategy reported Q3 2026 results for the quarter ending September 2026. Operating income reached USD 20.91 billion, driven almost entirely by a digital asset accounting gain of the same amount, while enterprise software licensing and services revenue was USD 125.43 million. Diluted EPS was USD 44.75, which the report describes as well above market expectations. The company's treasury held 848,517 BTC with an aggregate acquisition cost of USD 64.02 billion, an average purchase price of USD 75,446 per BTC, and an aggregate market value of USD 68.9 billion at the cutoff date.
The Binance hack continues to produce asset freezes. The report puts the theft at USD 6.3 billion and says attackers have begun splitting the funds in ways that allow freezing. TRM Labs attributes the attack with high confidence to North Korea's TraderTraitor unit. Per TRM Labs, Tether and Circle have blacklisted approximately 1.77 billion USDT and 825 million USDC. Ripple has frozen 40.5 million of the 88.5 million RLUSD stolen, World Liberty Financial has locked 27.8 million of its USD1 token, and Arbitrum's Security Council intervened to stop USD 30.5 million. The report describes Binance as having frozen around USD 3 billion in funds.
Shiba Inu derivatives traders faced a USD 20 million liquidation wave within 24 hours. Long positions absorbed USD 12.9 million of losses and shorts about USD 7 million, even though bullish bets continued to outnumber bearish ones. The Shiba Inu team urged caution, citing borrowed funds as a driver of short-term price swings, and reported net exchange deposits of about 92.07 billion SHIB over the same period.
Strategy reported Q3 2026 results for the quarter ending September 2026. Operating income reached USD 20.91 billion, driven almost entirely by a digital asset accounting gain of the same amount, while enterprise software licensing and services revenue was USD 125.43 million. Diluted EPS was USD 44.75, which the report describes as well above market expectations. The company's treasury held 848,517 BTC with an aggregate acquisition cost of USD 64.02 billion, an average purchase price of USD 75,446 per BTC, and an aggregate market value of USD 68.9 billion at the cutoff date.
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