MARA Holdings posted a third-quarter letter with $164.2 million of revenue, down 35% from a year earlier, and 34,012 bitcoin at September 30, 2026. iShares Bitcoin Trust ETF reported 801,033 bitcoin and $67.03 billion of net assets on the same date. Bitcoin was $75,262, up about 0.74%, and ether was $2,131.54, down 0.06%, in a CoinGecko snapshot fetched at 2026-11-10T00:14:06+00:00. Solana printed $86.60 (down 0.30%) and XRP $1.10 (down 1.26%). Combined market cap sat near $2.53 trillion, bitcoin share about 59.7%, 24-hour volume near $77.9 billion.
LlamaRisk asked Aave V3 to cut idle stablecoin caps and lift one tight Tether borrow cap. A Magicians note mapped upgrade keys on seven tokenized funds. Researchers posted a machine-checked GKR bound. Spark proposed a November 19 spell that moves USDC onto CCTP V2. Kraken scheduled seven hours of API maintenance, and Coinbase is investigating delayed DASH sends.
MARA Q3: $164.2 million revenue, 34,012 bitcoin still on the books
MARA Holdings furnished its third-quarter shareholder letter on November 9, 2026, with revenue down 35% to $164.2 million from $252.4 million a year earlier and net income up to $632.1 million from $123.1 million, including an $885.3 million fair-value gain on digital assets. Energized hashrate rose 18% to 71.2 EH/s. The company mined 2,247 bitcoin, sold 3,891 at an average $75,300, held 34,012 bitcoin at September 30 (including 19,260 loaned or pledged), and purchased none in the quarter. After quarter-end it sold 13,597 bitcoin at about $81,039, repaid $750 million of bitcoin-backed loans, and received 17,477 pledged coins back.
iShares Bitcoin Trust ETF held 801,033 bitcoin at September 30
BlackRock's iShares Bitcoin Trust ETF filed a 10-Q on November 6, 2026. The schedule of investments shows 801,033 bitcoin at September 30, 2026, versus 770,792 at December 31, 2025, with fair value of $67.04 billion against a $65.56 billion cost and net assets of $67.03 billion, or $47.38 a share versus $49.61 at year-end. Shares outstanding rose to 1,414,760,000 from 1,358,680,000. In the third quarter the trust began with 734,261 bitcoin, purchased 106,157, redeemed 38,937, and sold 448 to pay expenses, so the filing is a holdings print, not a new product approval.
LlamaRisk asks Aave V3 to cut idle caps and lift one Tether borrow cap
On November 9, 2026, LlamaRisk posted a Risk Stewards note for Aave V3. The only increase is Arbitrum USD₮0's borrow cap, from 45 million to 52.4 million, after 85.1% utilization. Most other lines are cuts, including Plasma USDT0 supply 950 million to 820 million, Core LBTC supply 2,690 to 2,400 (88.9% used, about 99.7% after the cut), several Core stablecoins plus Prime USDC, and BNB BTCB's borrow cap from 140 to 17. This is a steward recommendation, not an executed on-chain change.
Seven tokenized funds: most upgrade keys have no on-chain delay
A November 9, 2026 Magicians note read upgrade control for seven tokenized treasury and gold tokens on Ethereum. Three upgrade owners were single externally owned addresses with no on-chain delay, two were 4-of-7 Safe multisigs with no delay found, one was a 3-of-6 older multisig with no delay, and one used a 24-hour timelock. The author did not name the tokens and said the read does not prove keys are stored badly or that assets are at risk. It only shows who can change token code on-chain, and the snapshot is read-only.
A GKR proof engine gets a machine-checked bound, not a mainnet fork
A November 7, 2026 Ethresear.ch post on StateSync-GKR claims the first machine-checked GKR soundness bound for general layered circuits in Isabelle/HOL, with 20 theories, 11,112 lines, and 418 named statements. Release 1.2 of the sparse prover is measured 2.41 to 2.71 times faster with byte-identical proofs. Peak memory sat about 89 times below a dense reference at width 4,096. At 1,000 requests per second on one 192-core VM, p99 latency to verified acceptance fell from 440 ms to 75 ms with a new serving path and to 34 ms with the new arithmetic, which is a research measurement, not a consensus change.
Spark November 19 spell moves USDC to CCTP V2 and winds down three chains
Phoenix Labs posted proposed Spark changes for the November 19, 2026 spell. Item 1 upgrades the Ethereum ALM controller to MainnetController v1.11.0 so USDC transfers use Circle CCTP V2, after Circle's plan to pause CCTP V1 on December 1, 2026. Items 2 to 4 deprecate the Spark Liquidity Layer on OP Mainnet and Unichain and Spark Savings plus the liquidity layer on Avalanche, while recurring transfers would send 865,000 USDS to the Spark Foundation and 45,000 USDS to the Spark Asset Foundation for December 2026. On-chain reads are timestamped at Ethereum block 26,338,953 (2026-11-04 04:07:11 UTC), and this is a proposal, not an executed spell.
Kraken schedules seven hours of WebSocket, FIX, and REST maintenance
Kraken scheduled WebSocket, FIX, and REST API maintenance on November 10, 2026 from 07:00 UTC to 14:00 UTC. The notice, posted 2026-11-09T18:57:39Z, says clients may see brief disconnections. Some WebSocket connections may stay open but stop delivering data, including sequence numbers restarting without a new snapshot, and the posted fix is to disconnect, reconnect, and resubscribe. The window is scheduled, not an outage report.
Coinbase is investigating delayed DASH sends, not a wallet drain
Coinbase opened an incident at 2026-11-09T16:18:34-08:00 titled Delayed Sends - DASH and left it in investigating. The update says some users may see delayed sends on the DASH network. Receives, buys, sells, and fiat withdrawals and deposits remain unaffected, and the notice says funds are safe. This is a send-path delay, not a stated loss of coins.
