Crypto News

AMD reports fiscal third-quarter 2026 results on November 3, with analysts forecasting revenue of about $13.08 billion. The chipmaker’s Q2 revenue rose 50% year over year to $11.54 billion, while Data Center sales more than doubled to $6.7 billion, driven by EPYC processors and Instinct AI GPUs. AMD’s results arrive as credit stress weighs on AI infrastructure companies. Yields on one borrower’s 2032 notes reportedly reached 15%, and its credit-default-swap spreads nearly doubled in October. AI infrastructure operator IREN has fallen more than 60% over the past year. Anthropic has also filed for a Nasdaq IPO, adding a new test of investor appetite for AI. The risk to AMD is indirect: tighter financing could slow data-centre construction and eventually reduce chip orders. Traders will focus on Data Center revenue and Instinct GPU demand for evidence that AI spending remains resilient. For crypto markets, the news is mainly a broader risk-sentiment signal, rather than a direct catalyst.

A Michigan State University/YouGov poll gives Democrat Jocelyn Benson a 12.4-point lead over Republican John James in the 2026 Michigan governor race. In the open U.S. Senate race, Democrat Abdul El-Sayed leads Republican Mike Rogers by 2.5 points, suggesting a much closer contest. The poll follows incumbent Democratic Senator Gary Peters’ decision not to seek re-election; Democrat Gretchen Whitmer currently holds the governorship. The results may reinforce existing prediction-market expectations of a Democratic advantage in the governor race, while fresh polling or campaign developments could move sentiment in the Senate contest.

Vicor (NASDAQ: VICR) is positioned to benefit from rising demand for power delivery and conversion systems used in AI infrastructure. The analysis points to strong revenue and backlog growth, alongside a planned fivefold capacity expansion, with production benefits expected to begin in the second half of 2027. Vicor may also gain licensing revenue after competitors were found to have infringed its vertical power delivery patents, potentially creating opportunities with equipment makers and hyperscalers. However, the article says Vicor shares remain expensive, trading at a price-to-earnings ratio of 42.7 compared with about 30 for peers. Insider selling and elevated short interest add downside risks. The analyst rates VICR a Hold and suggests waiting for a potential entry near $140.

A post shared by Bitcoin News says Jamie Dimon and JPMorgan expect Bitcoin to deliver an annualised return of 10% over the next decade, following years of criticism of the cryptocurrency. The post cites a guest article by @BackslashBTC in the publication’s weekly newsletter, which argues that the 10% Bitcoin return forecast may still be too conservative. The article does not provide further details on JPMorgan’s assumptions or confirm whether the forecast is an official bank projection.

Crypto sportsbook payout reviews typically check a bettor’s identity, address, bet integrity, linked accounts and the source of funds. Straightforward reviews may finish within days after documents are provided, while complex cases can take several weeks. Early verification, keeping a single account, saving deposit records and replying promptly can help avoid delays. The article says Dexsport may hold account activity for up to 14 business days during suspected fraud investigations. Its rules also require deposit turnover before withdrawal and give players 10 days after settlement to dispute a bet. Crypto sportsbook payout reviews and dispute procedures vary by operator, licence and country, so bettors should check current terms and local laws.

Nethermind has advanced its zkVM guests preview from v2.2.0 to v2.3.0. The latest release reports performance improvements and compatibility with tests-zkevm v21.0.1, and includes guest binaries for ZisK 1.3.2-alpha, SP1 6.9.0 and OpenVM 2.1.0-rv64. The earlier v2.2.0 preview included builds for ZisK 1.3.1-alpha and SP1 v6.6.0, plus an OpenVM ELF file. Across the releases, Nethermind provides verification keys, SHA-256 checksums, an OpenPGP-signed checksum list and build provenance attestations verifiable with GitHub CLI. The zkVM guests update is a technical development for zero-knowledge proof infrastructure, not a token launch or confirmed production deployment. It has no direct effect on cryptocurrency supply or trading, though developers may monitor adoption and performance as potential longer-term indicators for Ethereum scaling.

Sui’s latest software update adds batch accumulator settlements by type. The change is described as observably identical to the previous behavior, so it does not require protocol gating. The release notes provide a test plan covering CI and local testing, with no user-facing action or trading impact specified. Sui batch accumulator settlements are a technical implementation update, not a change to the network’s economic rules.

Sui v1.84.0 introduces batch accumulator settlements grouped by type. The change is described as observably identical to the previous behavior, so it does not require protocol gating. The update includes CI and local testing; the release notes do not specify any user action or trading-related feature change. This is a technical update to Sui’s node software, rather than a change to the SUI token’s functionality.

Coinbase Institutional Co-CEO Brett Tejpaul says a second wave of institutional interest in Bitcoin and crypto is emerging, with activity shifting beyond spot Bitcoin ETFs towards stablecoin payments and blockchain infrastructure. Tejpaul said seven of the world’s largest banks use Coinbase infrastructure. He described stablecoin transfers between bank and corporate accounts as a major opportunity, citing flows of about $400 million an hour. He also said stablecoins remain a small part of the payments market, with payment providers likely to adopt them before banks expand their use. On Bitcoin, Tejpaul said the macroeconomic backdrop is favourable but its performance has disappointed. He said institutions still tend to treat Bitcoin as a technology trade rather than a distinct asset class. The discussion also cited Coinbase’s role in US fund custody and its connection to Deribit’s options market. The comments point to growing crypto infrastructure adoption, but do not establish that institutions are making new Bitcoin purchases.

AAA data cited in the report puts average US gasoline prices during Donald Trump’s second term at about $3.472 per gallon, marginally above the $3.471 average reported for Joe Biden’s presidency. The figures suggest gas prices have edged higher, though the difference is only one-tenth of a cent per gallon. The article says fuel costs could influence voter sentiment ahead of Senate elections and notes mixed prediction-market odds for Republican control under different oil-price scenarios. For crypto traders, the figures are indirect macroeconomic context: sustained fuel-price increases could feed inflation concerns, but the report provides no direct evidence of an effect on digital-asset prices.

TSMC is reportedly considering CoWoS price increases of 10% to 20%, with further hikes under discussion for 2026. CoWoS price hikes reflect persistent shortages in advanced packaging, a key component for AI accelerators used by customers such as NVIDIA and AMD. TSMC’s CoWoS capacity is projected to reach 120,000–130,000 wafers a month by late 2026, but demand could still exceed supply by 10% to 20%. The bottleneck may persist until at least 2028. A reported $2 billion, five-year agreement will see GlobalFoundries produce silicon interposers in New York, with production targeted to begin in 2028. Packaging costs could add about 2% to 4.5% to AI accelerator bills of materials.

DeFi Development Corp. (DFDV) reported a 3,983 SOL increase in its treasury in an earlier update, bringing its balance to about 2,590,266 SOL and equivalents. In its latest update, the company said it added 5,346 SOL, taking its reported treasury to 2,595,612 SOL as of October 26, 2026. DFDV funds much of its SOL accumulation through public-market capital raises and stakes its holdings through company-operated validators. It also raised the annual dividend rate on its CHAD preferred stock from 13% to 14%, effective November 2, increasing its funding obligations. Separately, Solana’s Alpenglow consensus upgrade went live on October 21, with the aim of reducing transaction finality to about 150 milliseconds. The growing SOL treasury signals continued institutional accumulation, but its price impact may be limited by the scale of the purchases relative to the broader market and the volatility of SOL.

DeFi Development Corp, the world’s second-largest Solana treasury company, has added 5,346 SOL to its holdings, according to Bitcoin Treasuries. Its total SOL treasury now stands at 2.595 million SOL. The purchase expands the company’s exposure to SOL, though the report does not give the acquisition cost or indicate whether the tokens were bought on the open market.

NEAR Protocol 2.14.0 is a major protocol and database upgrade, moving the network from protocol version 86 to 88. The release adds on-chain verification of FIPS 204 ML-DSA-65 post-quantum signatures, SHA-3 host functions and a stabilized universal-account scheme. It also removes gas rewards for contract calls and changes chunk-producer assignments to replace underperforming producers earlier within an epoch. The upgrade includes transaction-validation changes, storage-proof limits and database migrations. Node operators must upgrade before voting for protocol version 87 begins on November 4; voting for version 88 is scheduled to begin on November 6. Successful upgrades are expected to activate 7–14 hours after the relevant voting epoch ends. For traders, the NEAR upgrade is primarily a network infrastructure and developer update. It may affect node operations and contract compatibility, but the release itself does not announce a token supply change or a direct trading catalyst.

Analyst Ali Martinez warned that AI altcoins Venice Token (VVV), OriginTrail (TRAC) and AI Rig Complex (ARC) are showing bearish chart signals, with key support levels at risk. Martinez said VVV could fall to $13 or $11 if it closes a four-hour candle below the roughly $21 neckline of a potential head-and-shoulders pattern. TRAC was trading near $0.36, already below the $0.38 floor of a descending triangle; Martinez identified $0.26 as a possible downside target if the breakdown holds. ARC was near $0.06, where a rejection could send it back toward $0.03. A daily close below that support could expose lower targets of $0.014 and $0.0075. VVV had fallen more than 18% over 30 days, while TRAC was down 9.5% in a week and its daily trading volume had declined about 41% to $6.5 million. ARC gained 44.5% over the week but remained 14.5% lower over the past month. The warning comes amid broader market weakness: Bitcoin recently touched a five-week low of $79,100 before rebounding to about $81,000, and total crypto market capitalisation fell below $2.7 trillion. These AI altcoin levels are technical risk markers, not guaranteed price targets.

SEC staff guidance published on October 20 says tokenised stock venues relying on the agency’s conditional innovation exemption must give the public at least 30 calendar days’ notice before starting operations. The notice must describe production-ready operations and access standards, and venues must keep it accurate as details change. Tokenised stock venues also cannot offer third-party tokenised shares while a relevant issuer objection period is still open. The guidance is staff interpretation of a limited conditional order, not a generally applicable new rule. It clarifies the preparation and disclosure expected as US regulators test blockchain-based securities trading.

XRP price fell 2.83% over 24 hours to around $1.28 after closing below daily support at $1.29391, underperforming the broader crypto market. The decline comes amid a risk-off mood linked to Bitcoin ETF outflows and weakness in technology stocks. Traders are watching the $1.28–$1.25 support zone. A sustained break below it could expose the October low near $1.256 and the $1.20 level. Analyst EGRAG Crypto identifies $1.24–$1.25 as a key structural support area, citing defended price wicks and a bullish cross between the 100-day and 200-day exponential moving averages. He sees potential for a range-bound recovery towards $1.45–$1.47 if support holds, but warns that a daily close below $1.24 could lead to months of consolidation. The technical outlook remains weak: XRP is below the Ichimoku cloud, with resistance near $1.3277 and the cloud spanning roughly $1.3683–$1.4524. Its RSI is 37.49, below neutral but not yet oversold. Reclaiming $1.3277 with stronger volume would help ease selling pressure. Until then, XRP price action remains vulnerable to further downside.

Solana-based LAUNCH is scheduled to begin spot trading in MEXC’s Meme+ Trading Zone on October 26, 2026, at 12:10 UTC. Withdrawals are due to open at 18:10 UTC, and spot grid trading is planned to start one hour after spot trading. The listing gives traders access through MEXC without needing a separate Web3 wallet. MEXC identifies the token by contract address AhBidGAgv6QbKSWfrSCegGrzFLcBx4E5FNYTKHNQQj6C. LAUNCH also says it plans to move future token launches away from Stonkfun and build its own infrastructure, including bonding curves and direct LAUNCH trading pairs. The project has proposed a 3% launch fee, divided equally among LAUNCH buybacks and burns, support for launched tokens, and platform development. These plans are not yet demonstrated in practice, so traders will be watching for the rollout and verifiable fee and buyback records. The MEXC listing may improve access and short-term trading activity, but it does not guarantee sustained demand.

Anthropic’s S-1 filing reports year-over-year revenue growth of 1,300%, the standout figure highlighted in the article. The filing arrives amid rising public opposition to AI and ahead of a consequential US election, putting the company’s exceptional growth in a politically sensitive spotlight. The available article excerpt does not provide further financial details. Anthropic’s S-1 may shape investor views of AI-sector growth, but it offers no direct information about cryptocurrency markets.

Sui’s devnet v1.83.0 release introduces protocol version 140, new bulk vector operations for Move, and changes to transaction execution and consensus. On mainnet, withdrawals exceeding available object-fund balances will now fail during execution with a specific Move abort. Transaction effects will also stop reporting dependency data, while keeping object version and previous-transaction metadata unchanged. The Sui upgrade includes node performance and transaction-handling changes, plus improvements to gRPC and GraphQL APIs. These address issues such as pagination, subscriptions, and requests for data beyond a node’s indexed or retained range. The release also adds optional progress updates for filtered GraphQL subscriptions and improves checkpoint gap-filling for indexers.

Credit default swaps (CDS) tied to AI companies are seeing record activity as borrowing expands and investors seek protection from rising credit risk. Morgan Stanley data showed weekly CDS trading across major AI-linked firms exceeded $9 billion in September, more than 4.5 times July levels. Goldman Sachs reported a 400% year-on-year rise in single-name AI CDS trading, while the number of liquid names grew from four to as many as 12. AI-related bond issuance reached $466 billion in 2026, compared with $101 billion over the same period in 2025. CDS spreads for CoreWeave, Oracle, Meta and Nvidia have hit record highs, according to the reports. CoreWeave’s five-year CDS rose above 1,000 basis points, while Oracle’s reached 322 basis points. Wider CDS spreads signal that investors perceive greater credit risk; they do not mean a company has defaulted or is certain to do so. Investors are increasingly using single-company CDS to hedge AI exposure, amid questions about infrastructure costs and the returns on AI investment. The trend has drawn comparisons with the growth of credit derivatives before the 2007–08 financial crisis, but the reports do not establish that a systemic crisis is imminent. Crypto traders may watch for spillovers to broader risk sentiment, though the news provides no direct signal about cryptocurrency prices.

Microsoft and Alphabet earnings previews highlight continued investment in AI infrastructure. Technology infrastructure spending is expected to grow this year and next, although the article provides no specific capital expenditure forecasts. Expectations for Q1 revenue have remained stable, supported by a resilient outlook for Microsoft’s business. Alphabet shares have underperformed the S&P 500 this year and fell 7.3% after its April earnings release. Microsoft and Alphabet earnings could draw investor attention to AI spending plans, revenue resilience and the returns from infrastructure investment.

Alpha Growth has outlined a plan to help DeFi protocols attract and retain institutional liquidity as token incentives fade. Founder Bryan Colligan says institutional deals should be structured as financial products, assessed on chain security, collateral, risk-adjusted yield, commitment duration and capacity. The firm says its Cardano PRIME work helped bring more than $20 million in external assets to the ecosystem. Its proposed approach combines curated lending markets, structured vaults targeting 5%–10% net APR on stablecoin reserves, and token sinks designed to create lasting demand. Alpha Growth also says DAOs could borrow USDC against native-token treasuries to fund operations, potentially extending runway by 18 to 36 months without selling tokens. The announcement is a company blueprint, not a report of newly secured capital or a guaranteed return. For traders, its focus on sustainable DeFi TVL and institutional liquidity highlights efforts to reduce reliance on short-lived emissions, though execution and risk controls remain key.

The stablecoin market reached about $300.1 billion on October 26, according to DefiLlama, as dollar-backed tokens expand into payments and financial services. Tether’s USDT led with roughly $182.3 billion, or 60.7% of the market, while Circle’s USDC ranked second at about $71.7 billion. Circle chief executive Jeremy Allaire told Reuters that the company plans to expand USDC into around 40 emerging and developing markets. The move aims to reach users seeking dollar access, international transfers and alternatives to limited banking services, and could intensify competition with Tether. The stablecoin market has eased slightly: total capitalization fell about 0.9% over the past 30 days, while USDC supply declined close to 5% and USDT less than 1%. Despite the pullback, stablecoins are increasingly used for remittances, corporate settlement, payments, trading and DeFi collateral. Circle’s expansion could broaden USDC’s reach, but adoption will depend on distribution, regulation and liquidity.

Stablecoins are entering a new competitive phase as platforms seek a greater share of the income generated by their reserves. On Hyperliquid, USDC balances reached about $5–6 billion by September 2025, implying more than $200 million in annualized reserve yield, up from roughly $77 million in January. Native Markets won the USDH governance process with a plan to direct half of reserve yield to HYPE buybacks and ecosystem development. The stablecoin market remains overwhelmingly dollar-based: more than 99% of supply is denominated in US dollars. Stablecoin flows in 2024 amounted to nearly 8% of GDP in Latin America and the Caribbean, and more than 6% in Africa and the Middle East. These flows can give people and businesses an alternative to local currencies, while raising concerns about monetary sovereignty. The research also points to potential growth in non-dollar and asset-backed stablecoins. Stablecoins may also support machine-to-machine commerce. Agent-related projects rose from 5% of crypto AI deals in the second half of 2023 to 36% in the first half of 2025. Projects and firms including Payman.ai, Catena Labs, Coinbase and Google are exploring infrastructure or standards for agentic payments. Overall, the article highlights competition over stablecoin reserve revenue, the global reach of dollar stablecoins, and the possible role of stablecoins in automated payments.

Outlier Ventures’ October 2025 essay describes the agentic layer as a new internet stack where AI agents interpret goals and act across decentralised systems. Unlike fixed-rule bots, these adaptive agents could manage assets, sign transactions and interact with smart contracts. The article calls them “smart agents” and says on-chain specifications could set their goals and limits, while on-chain verification would make their actions auditable. It also highlights open standards such as MCP, A2A, x402 and ACP as potential tools for interoperability. The agentic layer could enable new applications, including automated portfolio management and DAO governance, but the essay presents a technology vision rather than a specific product launch or market event.

Crypto wallets are evolving from tools for storing keys and signing transactions into hubs for digital identity, asset management and AI agents, according to an essay based on Outlier Ventures’ 2025 Post Web Thesis. These smart wallets could hold verifiable credentials, manage access to data and computing resources, and set permissions for agents that transact on a user’s behalf. The essay describes zero-knowledge proofs, multi-party computation and trusted execution environments as tools for improving privacy and security. It cites Safe as an example of a smart wallet that supports automated transactions, spending limits and whitelists. As users move from manually approving transactions to expressing goals, smart wallets may route and verify actions across protocols. The article discusses a potential shift in crypto infrastructure, not a new product launch or market-moving event.

Hardhat v3.21.1 is a bug-fix release that removes the scheduled Amsterdam hardfork activation from the Hoodi testnet after the upgrade was postponed without a new date. The release also upgrades EDR to v0.25.0 and fixes issues involving forked-chain gas limits, transaction tracing, Solidity test isolation, gas reporting and local account signing. The Hardhat update primarily improves Ethereum development and testing reliability; it does not announce a change to Ethereum’s mainnet schedule.

Hardhat Utils 5.1.1 fixes two bugs in hex utilities. The `hexStringToBytes` function now converts `0x` and empty strings to empty byte arrays, rather than a zero byte. The `setLengthLeft` function now returns `0x` when truncating a hex string to length zero. The release notes also mention that the Nomic Foundation is hiring. These are developer-tool updates; the announcement does not describe changes to a cryptocurrency protocol or token.