Bitcoin held the same quiet range. Bitcoin was $75,731, down about 0.18% on the 24-hour print, and ether was $2,235.61, down 0.20%, in a CoinGecko snapshot fetched at 2026-11-08T00:14:49+00:00. Solana printed $89.57 (down 0.61%). Combined market cap sat near $2.56 trillion, with bitcoin share about 59.3% and 24-hour volume near $31.2 billion.
Core Scientific’s third-quarter print was a colocation story: $215.4 million of lease revenue and 485 MW billing, while self-mining shrank to $12.3 million. American Bitcoin added about 425 bitcoin from mining without an ATM sale. SUI Group said it held 109,290,995 SUI as of November 2. LlamaRisk asked Aave V4 to lift USDG and wrapped-bitcoin caps. Nethermind researchers ran a privacy pool on frame transactions, Magicians drafted protected ERC-20 accounts, Sky posted a November 9 Atlas edit, and Kraken said BRL PIX withdrawals were still being rejected.
Core Scientific Q3: $215.4 million of colocation, mining is the sidecar
Core Scientific reported $232.9 million of third-quarter revenue, $215.4 million of it from high-density colocation, and said it was billing 485 MW as of September 30, 2026, a run-rate it puts above $700 million of average annualized colocation GAAP revenue. Digital-asset self-mining was $12.3 million and hosted mining was $5.2 million, so the bitcoin machines were the sidecar. GAAP net income was $1,178.1 million, helped by a non-cash warrant fair-value gain, and adjusted EBITDA was $133.6 million. The November 5, 2026 8-K furnishes that earnings release; it is not a bitcoin dump.
American Bitcoin mines 891 BTC and lifts the stack to 8,427
American Bitcoin, a majority-owned Hut 8 subsidiary, said it mined about 891 bitcoin in the third quarter and lifted holdings from about 8,002 bitcoin on June 30, 2026 to about 8,427 on September 30. Mining revenue was about $63.4 million. The company said it did not issue shares through its ATM program and did not purchase bitcoin during the quarter. GAAP net income was about $126 million, and satoshis per share rose about 5%, from about 10,989 to about 11,572.
SUI Group holds 109.3 million SUI, including 6 million of loans
Sui Group Holdings said it held 109,290,995 SUI as of November 2, 2026, including 6,000,000 SUI of loan receivables, worth about $98.4 million at $0.90 per token on Coinbase that day. A significant majority of the stack was staked at about a 1.5% annualized yield in the quarter, or about 4,000 SUI per day at the time of the print. Third-quarter net income was $47.7 million, versus a $44.3 million loss a year earlier, and that print includes about $54.7 million of net digital-asset gains made up of $82.7 million of unrealized gains and $28.0 million of realized trading losses. Operating revenue and other income, excluding investment losses, was $557,000 against $2.6 million a year earlier.
LlamaRisk asks Aave V4 to lift USDG, WBTC, and cbBTC caps
LlamaRisk posted a November 6, 2026 Risk Stewards note asking Aave V4 to raise several caps. On Ethereum it wants the USDG Core Hub draw cap lifted from 63.5 million to 75 million, the WBTC Prime Hub add cap from 700 to 1,000, the cbBTC add cap from 300 to 600, and the USDe Plus Hub base rate from 6.60% to 7.00%. On Avalanche it wants the USDC Core Hub draw cap from 9 million to 15 million, and on Base it wants larger add caps for GOOGLc, METAc, and NVDAc. This is a steward recommendation, not a passed vote and not live parameters.
Nethermind runs a 679,322-gas privacy-pool withdrawal, still over the verify cap
Nethermind researchers posted a November 6, 2026 note on running a Groth16 privacy pool as the sender of a frame transaction, so a private withdrawal needs no relayer. On current Nethermind master a withdrawal cost 679,322 gas. Two things still fail: the proof check used 215,654 execution gas against a declared 233,000, which is over EIP-8141's MAX_VERIFY_GAS cap, and a pool cannot pay for a call from the user's own address. This is a research benchmark on soispoke's minimal-shielded-pool, not a mainnet product.
Magicians draft protected ERC-20 accounts, not a live token standard
A November 7, 2026 Magicians draft describes an opt-in protected flag for ERC-20 balances: small sends stay instant, while larger transfers wait in a hold window that a pre-registered backup wallet can cancel, and a stress action sweeps the balance to that backup and locks it. The authors shipped a 1:1 USDC wrapper, pUSDC, on Base Sepolia, with 95 tests including a mainnet-fork run against unmodified Uniswap V2. This is a draft spec plus a testnet wrapper, not a live token standard.
Sky's November 9 Atlas edit adds weETH on Morpho and Osero on Base
Sky Core GovOps posted the Atlas Edit weekly cycle for the week of November 9, 2026. The bundle would add weETH as eligible Morpho vault collateral with a 60,000 weETH exposure cap shared by Spark and Grove, and it would add Osero's Diamond PAU on Base ahead of the November 19, 2026 executive vote. It also reclassifies OpenZeppelin, ConsenSys Diligence, and Trail of Bits as Category 1 audit firms and authorizes Spark and Grove foundation grants. None of that executes until the spell passes.
Kraken opened an incident at 2026-11-05T16:03:48Z saying BRL withdrawals via PIX were being rejected. Status stayed investigating, with the desk working with its funding provider to restore the rail. The incident does not name a crypto network pause. This is a fiat payout stall, not a chain halt.
