According to the source, the aggregate stablecoin supply on Ethereum has surpassed $184B, rising by more than $100B since January 2024, per Token Terminal. Token Terminal data shows this figure represents circulating stablecoins issued on Ethereum; traders can monitor this metric on Token Terminal alongside ETH performance and DeFi activity to inform positioning, per Token Terminal. (Source)

According to the source, a fresh BTC breakout and renewed whale selling have been claimed but cannot be independently verified here; traders should confirm the price across Coinbase and Binance spot pairs and the CME CF Bitcoin Reference Rate before acting (sources: Coinbase Exchange; Binance; CF Benchmarks CME CF BRR). To validate whale sell pressure, review exchange netflows and large holder flows on Glassnode or CryptoQuant and depth or imbalance from Kaiko order books for confirmation or divergence before taking positions (sources: Glassnode; CryptoQuant; Kaiko). For session risk when traditional markets reopen, monitor S&P 500 E-mini futures and the U.S. Dollar Index DXY to gauge cross-asset pressure that can influence BTC liquidity and intraday volatility (sources: CME Group; ICE Data Services). (Source)

According to @OnchainLens, a whale who opened a $ASTER 3x short after CZ announced buying $ASTER is now sitting on over $1 million in floating losses, source: x.com/OnchainLens/status/1985009790758826131. According to @OnchainLens and the on-chain dashboard, wallet 0x9eec98D048D06D9CD75318FFfA3f3960e081daAb shows an unrealized loss exceeding $1.3 million, sources: x.com/OnchainLens/status/1985009790758826131 and hyperbot.network/trader/0x9eec98D048D06D9CD75318FFfA3f3960e081daAb. According to @OnchainLens and the on-chain dashboard, wallet 0xBADBB1de95b5F333623EbEcE7026932fa5039eE6 shows an unrealized loss exceeding $1 million, sources: x.com/OnchainLens/status/1985009790758826131 and hyperbot.network/trader/0xBADBB1de95b5F333623EbEcE7026932fa5039eE6. (Source)

According to @StockMKTNewz, Kalshi markets assign a 63% probability that Alex Karp or Palantir (PLTR) will say the word 'lethal' on tomorrow's earnings call, indicating the event is more likely than not based on prediction market odds. source: @StockMKTNewz on X (Nov 2, 2025). A 63% quoted likelihood frames this as a binary, time-bound event tracked by a real-money prediction market, providing a quantified sentiment gauge ahead of the PLTR earnings call. source: @StockMKTNewz on X (Nov 2, 2025). The source does not reference any direct cryptocurrency market impact from this event, noting only the earnings call language probability for PLTR. source: @StockMKTNewz on X (Nov 2, 2025). (Source)

According to @OnchainLens, a whale deposited 351 BTC (about $38.73M) into Binance, with an estimated realized profit of $27.97M; related addresses: 15Q1TeXW8HRxpkwZVqbBMxkA5rHjNdgEy1, 3LdxUk9MJECJhsZwJhytHPKZUzASUsWZqg, 3LH8h3DNBYgz74NvKUQqqBE4XsSuWZeCdc (source: Onchain Lens on X; data: Nansen). According to @OnchainLens, the same entity initially withdrew 361 BTC (about $11.63M) from Binance 3–4 years ago and has now deposited the holdings back for roughly $39.6M (source: Onchain Lens on X; data: Nansen). (Source)

According to @StockMKTNewz, Nvidia CEO Jensen Huang stated the company has gone all in on bringing back its manufacturing capacity to the United States, flagging a shift toward domestic production that is directly relevant to NVDA supply chain and capex expectations. source: @StockMKTNewz Traders can watch NVDA for headline-driven volatility and liquidity around the reshoring theme as U.S. semiconductor exposure often reacts to production-location signals. source: @StockMKTNewz Crypto market participants tracking the AI narrative may monitor AI-related tokens for sentiment spillover from Nvidia manufacturing headlines, given the close association between AI compute and risk appetite in digital assets. source: @StockMKTNewz No specific facility locations, partners, or timelines were provided in the cited statement, so any follow-through will hinge on subsequent company disclosures. source: @StockMKTNewz (Source)

According to @StockMKTNewz, US stock futures have resumed trading and the regular market open is approaching, indicating the equity session will start soon; source: https://x.com/StockMKTNewz/status/1985029754194665972. According to @StockMKTNewz, this real-time update on Nov 2, 2025 signals that futures markets are active again ahead of the bell; source: https://x.com/StockMKTNewz/status/1985029754194665972. According to @StockMKTNewz, crypto traders can time positioning around the equity open as futures activity returns, monitoring potential cross-asset moves in BTC and ETH as the stock market opens; source: https://x.com/StockMKTNewz/status/1985029754194665972. (Source)

According to The Kobeissi Letter, US stock market futures opened higher as investors reacted to the full details of the latest US-China trade deal, signaling immediate market response to the policy headline source: The Kobeissi Letter on X, Nov 2, 2025. The update did not include specific index levels or cryptocurrency moves and was limited to the futures open and the US-China trade agreement catalyst source: The Kobeissi Letter on X, Nov 2, 2025. (Source)

According to @KobeissiLetter, November is historically strong for U.S. equities, with the S&P 500 finishing higher in 59% of Novembers since 1927, making it the 3rd-strongest month on record, with an average return of +1.01% (source: @KobeissiLetter). According to @KobeissiLetter, the Nasdaq 100 and Russell 2000 have posted average November gains of +2.47% and +2.64%, respectively, over the same historical window (source: @KobeissiLetter). According to @KobeissiLetter, in year one of the U.S. presidential cycle, the S&P 500 rose in November 67% of the time with an average return of +0.67% (source: @KobeissiLetter). According to @KobeissiLetter, since 1950, when the S&P 500 entered November up more than +15% year-to-date, the index returned an average +2.7% that month (source: @KobeissiLetter). According to @KobeissiLetter, the author also posed the question of whether the S&P 500 could reach 7,000 this month, framing the discussion around bullish seasonality rather than issuing a forecast (source: @KobeissiLetter). According to @KobeissiLetter, these seasonality stats are used by traders to contextualize risk-on tendencies, a backdrop that crypto participants can monitor for potential spillover into BTC and ETH positioning during November (source: @KobeissiLetter). (Source)

According to @StockMKTNewz, analyst Dan Ives said an Apple–Google AI partnership is the catalyst that could drive Apple (AAPL) shares toward $400, flagging headline risk around any such announcement for traders (source: @StockMKTNewz on X, Nov 2, 2025). The post provides no timeline, valuation framework, or deal confirmation, indicating this is an analyst view rather than a disclosed transaction (source: @StockMKTNewz on X, Nov 2, 2025). The post does not mention cryptocurrencies or digital-asset market impact, and no crypto-related catalysts were cited (source: @StockMKTNewz on X, Nov 2, 2025). (Source)

According to @AltcoinGordon, Pumpfun is now supporting $BULLISH and the community is growing, presented as the start of a takeover narrative (source: @AltcoinGordon on X, Nov 2, 2025). The phrase "Bullish to Billions is coded" signals an aggressive bullish positioning aimed at amplifying short-term sentiment around $BULLISH (source: @AltcoinGordon on X, Nov 2, 2025). The post does not include verifiable listing details, contract information, or liquidity metrics beyond the claim of Pumpfun support, leaving traders without confirmatory data from this source alone (source: @AltcoinGordon on X, Nov 2, 2025). (Source)

According to @StockMKTNewz, Meta (META) said it currently has 3.54 billion daily active people across its family of apps (Facebook, Instagram, WhatsApp). According to the same source, this is up from 2.5 billion in Q3 2020. Based on the figures cited by @StockMKTNewz, that is an increase of about 1.04 billion, or roughly 41.6%, over the period. The source specifies that the count reflects people who use at least one of Facebook, Instagram, or WhatsApp each day. The post does not cite any crypto or on-chain product updates, so no direct crypto-market impact is indicated in the source. (Source)

According to @KobeissiLetter, the Magnificent 7 have delivered seven consecutive monthly gains totaling 49%, matching their 2023 streak and second only to the 11-month run in 2016–2017. Source: @KobeissiLetter. The group’s combined market cap has surpassed 20 trillion dollars for the first time and now represents a record 35% of the S&P 500’s market capitalization. Source: @KobeissiLetter. With index leadership this concentrated, S&P 500 performance and volatility are increasingly driven by mega-cap tech earnings and guidance, a key factor for cross-asset risk management. Source: @KobeissiLetter. For crypto traders, BTC and ETH have periodically shown positive correlation with US tech-heavy equity indices, making tech-led risk sentiment a relevant macro input for digital asset positioning. Source: Kaiko Research. (Source)

According to @KobeissiLetter, AI stocks have outperformed consumer stocks by more than 20% over the last 60 days, highlighting a significant sector spread for traders to monitor (Source: @KobeissiLetter on X, Nov 2, 2025). The same source reports that annual AI investment now exceeds $1 trillion, underscoring sustained capital flows into AI-related equities (Source: @KobeissiLetter on X, Nov 2, 2025). The source also states that US car repossessions have returned to 2009 levels, signaling household stress alongside equity market divergence (Source: @KobeissiLetter on X, Nov 2, 2025). The source characterizes this as a two-speed US economy—rich versus poor—with AI as the key lifeline driving returns (Source: @KobeissiLetter on X, Nov 2, 2025). For trading purposes, the reported 20%+ 60-day outperformance offers a concrete relative-strength metric between AI and consumer sectors to guide allocation and risk controls (Source: @KobeissiLetter on X, Nov 2, 2025). No direct cryptocurrency market impact was cited by the source (Source: @KobeissiLetter on X, Nov 2, 2025). (Source)

According to the source, Nvidia CEO Jensen Huang stated that a new trade deal between U.S. President Trump and China’s President Xi ensures Nvidia (NVDA) can compete in China’s market (source: user-provided X post dated Nov 2, 2025). The statement signals management’s view that NVDA’s China market access risk is reduced under the new framework, which is relevant for trading NVDA and semiconductor exposure tied to China demand (source: user-provided X post dated Nov 2, 2025). The source does not mention cryptocurrencies or tokens and focuses solely on NVDA’s competitive access in China (source: user-provided X post dated Nov 2, 2025). (Source)

According to @jessepollak, Base is the best place in the world to earn money right now, as stated in a public tweet on Nov 2, 2025 (source: Twitter/@jessepollak). The post does not include any supporting metrics, APY figures, or specific protocol references, so traders should verify on-chain yields, fees, and risk controls independently before allocating capital (source: Twitter/@jessepollak). (Source)

According to @1HowardWu, Equifax’s 2017 breach exposed 147 million credit records, Target’s 2013 incident compromised 40 million cards, and Facebook has faced multiple large-scale leaks, underscoring the systemic risk of centralized databases where one compromise impacts millions, source: @1HowardWu. He states zero-knowledge proofs let users verify facts without revealing raw data, enabling selective disclosure that prevents over-exposure while avoiding centralized storage, source: @1HowardWu. He highlights concrete use cases such as proving over-21 age at a bar and passing a credit check without revealing income or financial history, where verifiers learn only what is necessary and data stays with the user, source: @1HowardWu. He adds that eliminating central data stores removes a single point of failure, and that Aleo’s proof system is designed to enable user-owned data, source: @1HowardWu. For traders tracking the ZK infrastructure narrative, the post emphasizes identity and credit verification as real-world ZK applications relevant to privacy-preserving networks such as Aleo, source: @1HowardWu. (Source)

According to @KobeissiLetter, Jensen Huang said a trade deal between Donald Trump and Xi Jinping ensures Nvidia NVDA can continue to compete in China’s market. Source: @KobeissiLetter on X, Nov 2, 2025. Huang added that Nvidia is going to completely transform America’s position in the world. Source: @KobeissiLetter on X, Nov 2, 2025. For traders, the headline centers on NVDA’s continued participation in China as stated by management, a key point for assessing regional exposure and sales access. Source: @KobeissiLetter on X, Nov 2, 2025. No details on policy terms, timing, or product scope were included in the statement, and there was no mention of cryptocurrencies or digital assets. Source: @KobeissiLetter on X, Nov 2, 2025. (Source)

According to the source, 95% of Iran's crypto miners operate illegally, straining the national power grid. Source: X post dated Nov 2, 2025. Iran has previously curtailed electricity to crypto mining centers during peak demand to protect the grid, indicating elevated enforcement risk during stress periods. Source: Reuters, June 2022. For traders, curtailments can introduce short-term BTC hashrate variability and subsequent difficulty adjustments that affect block intervals and fee dynamics; Bitcoin difficulty adjusts roughly every 2016 blocks. Sources: Bitcoin.org protocol documentation; Reuters, June 2022. Actionable watchlist: monitor BTC hashrate and mempool fees, miner revenue per TH/s, and upcoming difficulty estimates for signs of network impact tied to Iran's grid strain and illegal mining prevalence. Sources: Bitcoin.org protocol documentation; X post dated Nov 2, 2025. (Source)

According to @charliebilello, the combined revenues of Amazon (AMZN), Apple (AAPL), Google (GOOGL), and Microsoft (MSFT) reached a record $1.8 trillion over the last 12 months (source: @charliebilello). The reported breakdown is Amazon $691 billion, Apple $416 billion, Google $386 billion, and Microsoft $294 billion (source: @charliebilello). The total is described as larger than the GDP of all but 15 countries, underscoring the scale of these mega-cap leaders (source: @charliebilello). The source does not reference cryptocurrencies or digital asset market impacts (source: @charliebilello). (Source)