Solana has unveiled the BP Badge, a programmable hardware development kit for attendees at Breakpoint 2026 in London, running November 15–17. Built on an ESP32-C5 chip with Wi-Fi 6, Bluetooth, a color display and a rechargeable battery, the badge lets users install apps, complete quests, trade digital cards nearby and earn in-game !LAMPs. Developers can also create and flash their own apps onto the device. Solana says no crypto tokens are currently directly tied to the badge’s game mechanics, so the launch has no clear direct impact on SOL trading. The conference will be held in Europe for the first time.
BitGo has added Jupiter as a Solana validator option for eligible institutional custody clients, allowing them to stake SOL directly from their BitGo accounts without transferring assets to an external provider. Jupiter is the fourth named validator partner, joining SOL Strategies, Helius and HashKey Cloud. Fees for the BitGo option have not been disclosed, and unstaking follows Solana’s standard deactivation period.
Jupiter’s main validator held about 9.72 million SOL, worth roughly $993 million, and ranked fifth among approximately 660 active Solana validators. Jupiter charges a 5% commission on inflation rewards and takes no share of MEV tips. StakeWiz estimated its yield at 4.72%, compared with a 3.62% stake-weighted network average. BitGo said Jupiter operates the validator independently and that BitGo does not control its performance.
SKHYNIX rose 10.4% over 24 hours and was trading at 1,138.55 USDT, according to Gate data cited by Odaily. The report was published at 06:00 UTC+8 on 29 October 2026. The brief update provides no explanation for the move. SKHYNIX is the main asset reported, but the article does not establish whether its price action reflects broader crypto-market momentum.
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SKHYNIXGate24-hour price moveUSDT trading pairMarket data
FoundationHQ said attackers used a leaked API key to access customer data, including addresses and phone numbers, and sent more than 23,000 phishing emails. Bitcoin News reported the statement on X. The FoundationHQ phishing attack highlights how exposed credentials can enable both data access and targeted scams. The report does not specify when the breach occurred, how many customers were affected, or whether funds were stolen.
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FoundationHQPhishingAPI key leakCustomer data breachCrypto security
The Federal Reserve held its benchmark interest rate at 3.75% to 4% in a 10-2 vote, citing elevated inflation and the need for more economic data. The two dissenting officials, Lisa D. Cook and Beth M. Hammack, backed a 25-basis-point rate increase, adding a hawkish note to the decision. Chair Kevin Warsh said the Fed would continue to monitor inflation and economic data.
US stocks made modest gains, led by the Nasdaq, as investors shifted attention to tech earnings and renewed demand for AI-related stocks. Catalysts included Anthropic’s IPO filing and financing deals involving chip suppliers. Analysts forecast third-quarter S&P 500 earnings growth of about 25% to 27%, supported in part by AI infrastructure spending.
The Fed’s decision leaves borrowing costs elevated, making corporate profit growth important to equity valuations. Traders will watch major technology companies’ capital-spending guidance, chip demand and upcoming inflation data for clues about whether the Fed could turn more hawkish.
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Federal ReserveInterest ratesTech earningsAI stocksUS markets
Microsoft CFO Amy Hood expects the company’s 2026 capital expenditures to reach about $170 billion. The lower figure, compared with an earlier estimate of nearly $190 billion, reflects a lease-accounting change rather than a reduction in Microsoft’s AI investment plans.
Microsoft reported $41 billion in capex in fiscal Q4 2026, up more than 70% year over year, and expects spending to exceed $50 billion in the following quarter. The company also said commercial remaining performance obligations rose to $678 billion from $627 billion, while it added data centers and one gigawatt of capacity during the fiscal year.
The accounting change shifts some leases from finance leases, which count as capex, to operating leases. The costs remain, but are recorded differently. Traders will watch whether Microsoft’s quarterly spending reaches its guidance and whether customer demand and backlog growth support continued AI and cloud infrastructure investment.
German asset manager DekaBank has disclosed its first stake in Strategy, buying 104,921 shares valued at about $15.2 million, or roughly $145 per share. Strategy, listed on Nasdaq as MSTR, is the largest publicly traded corporate holder of Bitcoin, with 848,517 BTC reported in October 2026.
The investment comes shortly after DekaBank launched its “Krypto – powered by Deka” retail service, which lets customers trade Bitcoin, Ether, Solana, XRP and Polygon’s POL through banking apps. The move gives DekaBank indirect Bitcoin exposure through Strategy shares while offering customers direct access to selected cryptocurrencies.
Strategy shares are not equivalent to holding Bitcoin: their value can also be affected by the company’s financing decisions and by changes in the stock’s premium or discount to its Bitcoin holdings. DekaBank joins other European financial institutions, including Deutsche Bank and Belgium’s KBC Group, in holding Strategy shares.
Bitcoin showed little reaction after the Federal Reserve held its benchmark rate at 3.75% to 4% in a 10-2 vote on October 28. Two policymakers backed a 25-basis-point hike, and market-implied odds of a December increase rose to 82.6% from 78.3% a day earlier.
Bitcoin traded at $81,027 at 4:45 p.m. ET, up 0.33% from just before the Fed statement. Ether gained 0.35% to $2,351. Deribit’s 30-day bitcoin implied volatility index, DVOL, ended near its pre-announcement level at 37.58, after trading in a narrow range. Perpetual futures funding also eased.
The data suggest traders saw limited immediate demand for protection against a sharp move, despite the Fed’s hawkish signals and elevated inflation. Bitcoin’s price and implied volatility remained broadly stable, while the higher December hike odds leave interest-rate policy a potential source of near-term market volatility.
Ethereum Foundation researchers are exploring **Ethereum transaction assertions** to reduce risks from blind signing and unexpected smart-contract outcomes. The checks would assess changes to balances, storage, code or events after a transaction executes, and could revert it if a specified rule is not met.
One possible approach, EIP-7906, uses a read-only post-transaction frame to inspect those changes. The proposal is still under consideration, is not confirmed for a future Ethereum upgrade, and would require wallets or protocols to enforce the rules. The research does not provide a safety feature users can rely on today. Key questions include who sets the assertions, their gas costs and whether implementations work across clients. For traders, **Ethereum transaction assertions** are a potential wallet-security development, not an immediate catalyst for ETH prices or network activity.
Aiden Pleterski’s crypto fraud trial in Canada is moving to jury deliberations, with jurors expected to begin considering a verdict after receiving instructions from Justice Shaun Nakatsuru. Pleterski, who represented himself, told the court he was innocent and had pleaded not guilty.
Prosecutors allege that Pleterski defrauded social media followers of about $30 million through a digital-asset Ponzi scheme between 2021 and 2022. Charged with fraud in 2024, he faces a possible prison sentence of up to 14 years if convicted.
The Aiden Pleterski crypto fraud trial is part of wider scrutiny of alleged misconduct in the digital-asset industry. The article compares the case with former FTX chief executive Sam Bankman-Fried, who is serving a 25-year sentence after his 2023 fraud conviction. The case’s outcome is pending and does not itself indicate a change in crypto market fundamentals.
USD/CNH fell 0.1% over 24 hours to 6.65963, according to Gate data cited by Odaily. The move indicates a modest gain for the offshore yuan against the US dollar. The report did not identify a specific catalyst. USD/CNH is a foreign-exchange indicator rather than a direct cryptocurrency market signal.
Bitcoin Core disclosed three vulnerabilities on October 28, 2026. The most notable is a medium-severity bug that could let a malicious peer crash Bitcoin Core nodes on Windows and macOS by sending TCP urgent data, triggering unbounded memory growth. It does not directly put users’ funds at risk, but a crashed node can stop validating and relaying transactions until it is restarted.
Patched releases are available in Bitcoin Core versions 29.5, 30.4, 31.2 and 32.1. The disclosure also covered a separate medium-severity memory-growth issue and a low-severity undo-file overflow. No CVEs were assigned. Project Loupe, a code-scanning tool built by Elias Rohrer at Spiral, identified the issues; Gregory Sanders validated them. Node operators, including exchanges and miners, should update to a patched version.
Fed Chair Kevin Warsh views AI-driven growth as a demand shock that may arrive before productivity gains, but does not necessarily lead to lasting inflation, according to Tom Lee. Warsh has argued that rising prices from investment can be temporary if a supply-side response follows.
The view comes as US CPI inflation was 3.7% year over year in September 2026, well above the Federal Reserve’s 2% target. The Fed kept interest rates steady in late October. Warsh’s approach suggests the central bank may be reluctant to raise rates solely because of AI spending, provided it expects productivity to improve.
For markets, the key uncertainty is whether AI-related productivity gains arrive quickly and at sufficient scale. If they do not, persistent inflation could challenge the case for steady rates.
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Federal ReserveAI investmentInflationInterest ratesCrypto market
Republican redistricting may fail to deliver the expected gains in the US House ahead of the 2026 midterm elections. More than a dozen districts were redrawn to improve Republican prospects, but some now lean Democratic or remain too close to call, potentially complicating the party’s bid to retain control of the House.
Prediction markets reflect the uncertainty. The probability of Republican House odds reaching 12% by October 31 was reported at 7%, down from 8% a day earlier. Traders will watch district ratings, court rulings on maps, special elections and national political developments for signs that redistricting is—or is not—shifting the race.
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US midterm electionsRepublican redistrictingUS HousePrediction marketsPolymarket
Solana is faster and has outperformed Ethereum over the past six months, but Ethereum remains the larger and deeper market. Multicoin Capital co-founder Kyle Samani predicts SOL will surpass ETH in market value this cycle, arguing that Ethereum’s lead is largely supported by its stablecoin base.
The valuation gap remains substantial: as of Oct. 24, Ethereum’s market capitalisation was about $288 billion, compared with Solana’s $60 billion. Ethereum also had roughly $49 billion in total value locked and $144 billion in stablecoins, versus Solana’s $6 billion and $16 billion. Solana led 30-day fee revenue at about $26 million, ahead of Ethereum’s $17 million.
Both cryptocurrencies are trading below their 50-day moving averages, with bearish momentum indicators. ETH is near $2,350 and remains just above its 200-day average around $2,320. SOL is near $102, holding above its 200-day average around $98. SOL’s key support is near $97.45; a break could expose the $78 area. Ethereum’s next support levels are around $1,940 and $1,850.
For traders, reclaiming the 50-day averages would ease selling pressure. A close below the 200-day averages would worsen the outlook, with Solana facing the larger potential downside gap. The article suggests Ethereum currently has the steadier technical floor, while neither asset has confirmed a recovery.
Middle East tensions remain high despite a pause in direct US-Iran strikes, according to the article. It reports intensified Houthi attacks on Saudi oil infrastructure and a record number of very large crude carrier (VLCC) attacks and maritime incidents in the Strait of Hormuz in October, raising concerns about oil supply chains. US military deployments and increased Patriot missile shipments to Israel are cited as signs that hostilities could resume after the US midterm elections. A renewed conflict could disrupt energy supplies, damage regional infrastructure and heighten global recession risks. The article also warns that depleted US reserves and low European gas stocks could leave energy markets more vulnerable. For traders, the key risks are a geopolitical risk premium in oil and broader volatility across risk assets, including cryptocurrencies.
The Federal Reserve kept interest rates at 3.75%–4.0%, as expected, and major US stock indexes ended modestly higher. The Dow rose 0.19%, the Nasdaq gained 0.28% and the S&P 500 added 0.27%. The muted response to the Fed rate decision came despite two FOMC members voting for a 25-basis-point increase. CME FedWatch put the probability of a December hike at 82.6%, up from 78.3% the previous day.
Oil also rose, with WTI crude up 2.51% to $102.44 a barrel amid escalating Middle East tensions, but stocks showed little reaction. Oracle climbed 10.7% after forecasting at least $225 billion in fiscal 2030 revenue and limiting planned capital-market funding to $20 billion through 2030. Wendy’s gained nearly 15% after a reported $1.4 billion proposal to take the company private.
After the close, Ford fell 2.6% after missing earnings expectations. Microsoft rose nearly 4% after beating estimates, while Alphabet dropped 9.4% as stronger revenue was offset by a sharp decline in cash flow. Overall, the calm response to the Fed rate decision suggests traders had largely priced in the unchanged rates, while December rate expectations remain a key market focus.
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Onchain Lens reported that wallets associated with BlackRock’s IBIT Bitcoin ETF bought a total of 3,441.176 BTC from Coinbase Prime. The purchase was valued at about $276.7 million. The reported transaction highlights activity involving a major spot Bitcoin ETF, although the data alone does not confirm net investor inflows or indicate what prompted the purchase.
CVNA rose 11.0% in one hour and 10.0% over 24 hours, reaching 65.15 USDT, according to MSX.COM data cited by Odaily. The report provides no explanation for the move. CVNA is the ticker reported; the article does not identify it as a cryptocurrency.
Alphabet reaffirmed its fiscal 2026 capital expenditure guidance of $195 billion to $205 billion, maintaining the range it raised in July. The plan is aimed largely at AI infrastructure: about 60% is allocated to servers and AI accelerators, with the rest for data centres and networking.
Spending is rising alongside rapid Google Cloud growth. Q3 cloud revenue increased 103% year over year to $30.71 billion, and its backlog exceeded $500 billion. But free cash flow was negative for a second consecutive quarter, with a $9.07 billion outflow in Q3. Alphabet’s AI capex reflects strong demand for computing capacity, while raising questions about returns on investment and when cash flow will recover.
Google’s Anthropic TPU deal will give the AI company access to about 3.5 gigawatts of next-generation TPU capacity from 2027. Broadcom will co-design and supply future TPUs, networking and rack components for Google through 2031.
A $63 billion financing package, Project North Star, is intended to fund Anthropic’s TPU purchases. Anthropic’s S-1 filing projects more than $114 billion in spending with Google and lists $417 billion in total future compute commitments. The company reported an annualised revenue run-rate above $30 billion in April 2026, up from about $9 billion at the end of 2025.
The Google-Anthropic TPU deal strengthens Google’s position as an external AI-compute supplier and gives Broadcom long-term business visibility. For traders, it highlights the scale of AI infrastructure investment, but does not directly change cryptocurrency supply, demand or market structure.
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Google TPUAnthropicBroadcomAI infrastructureCompute financing
Google says its visual search tools now handle more than 50 billion searches a month, as users increasingly search with images, video and voice rather than text. The figure covers Google’s visual search experience overall, not just Google Lens.
Google Lens recorded 3 billion monthly searches in 2021 and 12 billion in 2023. Forecasts for Lens alone are estimates, not confirmed results. Google says about 20% of Lens visual searches show commercial intent, creating potential opportunities for shopping ads. Its Shopping Graph contains more than 50 billion product listings.
The growth reflects Google’s investment in AI and multimodal search. For Alphabet, visual search could broaden its advertising and shopping business, but the commercial value depends on how effectively it monetizes these queries. Investors will be watching AI Mode usage and whether purchase intent rises. The news is relevant to technology and advertising markets, with no direct cryptocurrency catalyst.
Ethereum (ETH) rebounded after briefly falling below $2,300 and was trading near $2,350. Analysts say a move above the key $2,400 resistance could open the way towards $2,440, though a bullish breakout is not yet confirmed. One analyst forecast a short-term rise to $3,600.
Persistent selling may limit the Ethereum recovery. A wallet linked to the Ethereum Foundation sold 2,785 ETH for about $6.42 million, while another Foundation-linked investor sold 7,594 ETH, worth roughly $17.8 million. A long-dormant early investor also sold 1,500 ETH and reportedly still holds 48,500 ETH. BitMEX co-founder Arthur Hayes sold 6,400 ETH, part of about $22.28 million in altcoins sold earlier this month.
For traders, $2,400 is the near-term level to watch. Continued large-holder sales could weigh on sentiment and make the rebound harder to sustain.
Upwind Security raised $400 million in a Series C round led by Bessemer Venture Partners, valuing the cloud and AI security startup at $3.8 billion. That is about 2.5 times its January valuation of $1.5 billion. Canapi Ventures joined the round, while existing investors also participated.
Upwind Security said revenue quadrupled in 2026, but did not disclose figures. The company plans to use the funding to expand product and engineering teams and develop AI-focused security tools, including endpoint sensors and scanners for AI agents. It also aims to expand into identity, data and AI security.
Founded in 2022, Upwind says it has raised more than $800 million and serves hundreds of organizations. Its platform monitors cloud workloads, APIs and AI agents as they operate, across major providers including AWS, Azure, Google Cloud and Oracle Cloud.
The Euro Stoxx 50 rose above 6,200 points to 6,203, gaining 0.6% over 24 hours, according to Gate data. The move reflects a modest advance in the European equity benchmark. The report did not identify a specific catalyst, and it provided no direct information about cryptocurrency prices or trading.
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Euro Stoxx 50European equitiesMarket sentimentCross-market signals
US Treasury Secretary Scott Bessent said Operation Economic Outcast, a campaign targeting Iran’s economic networks, is succeeding. Launched on August 24, 2026, the effort aims to disrupt Iranian oil exports, its shadow fleet and financial channels. The Treasury has recently sanctioned vessels and entities linked to Iran, saying the measures are constraining the country’s revenue.
The statement could add to geopolitical uncertainty, but the article cites no direct effect on cryptocurrency prices or trading. It also reports that prediction-market odds of Iranian President Masoud Pezeshkian leaving office by year-end were about 7.5%. Traders may watch for further sanctions, Iranian responses and shifts in regional tensions, which could affect broader risk sentiment and oil markets.
Microsoft reported $10 billion in revenue from its commercial agreements with OpenAI in fiscal Q1 2027, the quarter ended September 30. The figure was up from the $7.5 billion to $7.6 billion recorded in earlier quarters. Microsoft’s total revenue rose 19% year over year to $92.3 billion, while Microsoft Cloud revenue grew 30% to $63.9 billion.
The results reflect payments under the partnership’s previous terms. A new agreement, signed after the quarter closed, includes an additional $250 billion commitment by OpenAI to buy Azure services. Microsoft’s commercial remaining performance obligations reached $677 billion, with OpenAI a major driver. Microsoft also holds an approximately 27% stake in OpenAI’s for-profit entity, valued at about $135 billion.
The US Federal Reserve kept interest rates unchanged after September’s first hike since mid-2023. Two of the 12 policymakers dissented, voting to raise the benchmark rate to 4%-4.25%. Fed Chair Kevin Warsh cited resilient economic activity and said inflation remains above the committee’s goal, while stressing that policy decisions are not tied to a specific date and that politics played no role. Bitcoin fluctuated between about $79,500 and $81,700 around the meeting, then rebounded above $81,000 after Warsh’s press conference. The Fed’s pause offered near-term support to Bitcoin, but persistent inflation and the possibility of another rate increase could keep crypto markets volatile.
Bitcoin search interest reportedly fell to a five-year low as BTC traded near $81,000, renewing questions about retail participation. Google Trends recorded a worldwide score of 20 for the week of October 18–24, but Google cautions that the index measures relative search interest, not actual search volume or investor sentiment.
Robinhood reported third-quarter crypto revenue of $120 million, down 55% year over year. Crypto trading volume fell 38% year over year to about $50 billion, though it rose 23% from the previous quarter. The results cover the quarter ended September 30 and therefore do not directly measure activity during the later search-interest decline.
Other indicators offer a mixed picture. CryptoQuant analyst Darkfost said retail-sized Bitcoin deposits to Binance reached a six-month high, with 30-day cumulative inflows increasing from about $5.5 billion to $10.75 billion. Galaxy Research, meanwhile, could not attribute ownership for roughly 11.1 million BTC, or 55% of supply, so the data do not establish how many coins belong to retail investors.
Taken together, the figures point to weaker public attention but do not confirm a broad retail exit. Search data, exchange deposits and company earnings measure different activity and should not be treated as direct measures of Bitcoin demand.