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Notes from the desk

Market notes, strategy research and what changed in the product.

Bitcoin is falling with chip stocks. What the liquidations hint at

SanDisk, SOXL and Intel made the top ten liquidations on crypto exchanges on Nov 2. How the Nasdaq correction is dragging bitcoin down.

Markets already see a 70% chance of a Democratic sweep. The bigger surprise risk is Friday's jobs report, which decides the Fed's December hike.

Phase one covers 15 networks. 95% of the stolen funds came back via SAFU, the futures insurance fund and treasury. What it means for ADL risk.

Tether, Circle, Arbitrum and Aave all hit the brakes after the $6.3B theft. Here is why Aave's freeze left ordinary borrowers with fewer ways out.

The largest crypto theft on record, $1.57B in liquidations and frozen withdrawals. How the attack worked and where the risk sits for traders.