Two November 2 filings are already in the November 4 brief: Strategy’s 811 bitcoin buy, and Bitmine’s 6,060,506 ETH. This page uses the other documents.
Mercado Bitcoin’s help center, timestamped 21:00 on November 2, said the loss was limited to hot wallets, that customers would not lose assets, and that about $11 million was blocked while about $38 million was still unblocked. It names no attacker. Nothing in that notice ties the loss to North Korea or to the Binance drain. Cipher Digital’s earnings release the same day is a data-center story: a Barber Lake lease extended to 20 years and contracted revenue of $9.1 billion. Strive bought 124 bitcoin between October 24 and October 30. Empery Digital reported a share repurchase, not a new bitcoin count.
Kraken closed an Initia pause that had been open since October 23. Coinbase reported degraded DEX, borrow, and lend performance for most of the UTC day, then marked it resolved. Figures are from those documents, not a later snapshot. See Bitcoin’s history, Ethereum’s history, and the exchange glossary.
Mercado Bitcoin says about $38 million is still unblocked
Mercado Bitcoin's help center, timestamped 21:00 on November 2, 2026, said the incident touched hot wallets only and that customers would not lose assets. It said about $11 million had been blocked and about $38 million was still unblocked. Named partners include Tether, Circle, BRL1, Paxos, and Chainalysis. The notice does not name an attacker. It does not attribute the loss to North Korea, and it does not claim a link to the Binance drain. Outside estimates of a larger total are not the exchange's number.
Cipher extends Barber Lake and puts contracted revenue at $9.1 billion
Cipher Digital's November 2, 2026 earnings release says the company recognized its first high-performance-computing lease revenue in the third quarter. It says a Barber Lake lease amendment extended the term to 20 years and increased total contracted revenue to $9.1 billion. The release also says Colchis, a 1 gigawatt site, received a conditional base-load classification, and that lateral pipelines are in development for up to 2.5 gigawatts of on-site generation. This item is the lease and the contract total. It is not a bitcoin purchase.
Strive, Inc.'s Form 8-K, filed November 2, 2026, says that from October 24 through October 30 the company purchased 124 bitcoin. The average price was approximately $80,526 per bitcoin, including fees and expenses. The filing is a weekly purchase update. It is a different period from Strive's earlier October purchase report. This item states the 124 bitcoin and the average price in the 8-K. It does not add a separate holdings total.
Empery repurchases 167,809 shares, not more bitcoin
Empery Digital's November 2, 2026 press release, filed as an exhibit, updates the share repurchase program. In the week ended October 30 the company bought 167,809 shares at an average price of $2.88, including fees and commissions. Aggregate repurchases stood at 26,531,308 shares. The release is about the equity program. It does not report a new bitcoin balance. An earlier brief already carried the October 23 bitcoin count, and this item does not repeat it.
Coinbase DEX, borrow, and lend run degraded for most of the day
Coinbase opened a DEX, borrow, and lend incident at 00:14 Pacific on November 2, 2026, which is 08:14 UTC, and marked it resolved at 09:52 Pacific (17:52 UTC). The notice said some users might see degraded performance, and that starting or finishing a transaction might fail more often. It said funds were safe. It did not publish a failure count. The resolved flag is the status page's own.
Kraken marked its Initia deposit and withdrawal pause resolved at 15:05 UTC on November 2, 2026. The incident had been open since October 23. The status title described deposits and withdrawals as temporarily paused. The November 2 fact is the resolved timestamp. The page's resolution note, as read for this brief, does not publish a count of delayed INIT transfers.
A note says candle auctions can favor a small bidder set
An Ethereum Research post at 13:00 UTC on November 2, 2026 says open bidding with a random deadline, a candle auction, can give bidders higher profit than a sealed-bid auction when few parties take part. The author says this can hold in a one-shot auction without an explicit collusion pact. The post then conjectures that the point matters for Ethereum's builder market after Glamsterdam. The conjecture is the author's, not a measured result from mainnet. Glamsterdam's mainnet date is not in this note.
