The bounce showed up in the snapshot, and the 8-K pile stayed on power contracts. Bitcoin was $80,611, up about 4.25% on the 24-hour print, and ether was $2,425.20, up 6.66%, in a CoinGecko snapshot fetched at 2026-11-05T00:15:43+00:00. Solana printed $95.53 (up 3.12%). Combined market cap sat near $2.72 trillion, with bitcoin share about 59.6% and 24-hour volume near $98.5 billion.
Riot furnished a 910 MW Corsicana lease and $181.4 million of third-quarter revenue. TeraWulf said Google will backstop Anthropic Hawesville halls. DeFi Dev Corp. took its Solana stack through 2.60 million SOL. The CFTC still has a December 15 roundtable on 24/7 trading. Aave and Lido posted parameter and MEV drafts, Magicians opened EIP-8484, Coinbase is investigating delayed Hedera sends, and Kraken has a seven-hour API window starting 07:00 UTC.
Riot signs a 910 MW Corsicana lease and posts $181.4 million Q3 revenue
On November 4, 2026, Riot Platforms furnished a Form 8-K saying it signed a 15-year triple-net powered land lease covering 910 MW of critical IT capacity at Corsicana with a leading Frontier AI Lab, about $28 billion of total contract value and about $1.8 billion of average annual rent over the initial term (1,151 MW and about $38 billion contracted once earlier leases are included). Quarterly revenue was $181.4 million, including $18.4 million of data center revenue, and Riot produced 1,637 bitcoin at an average cash cost of $39,265. The company sold 20,264 bitcoin year-to-date for about $1.5 billion, ended the quarter with $950.2 million in cash and bitcoin, and said it has not raised equity in 2026. The same filing says the NYDIG custodial agreement terminated automatically on October 29, 2026 after the stack moved to BitGo Bank & Trust, with no early termination penalties.
TeraWulf says Google will backstop Anthropic's 401 MW Hawesville leases
On November 4, 2026, TeraWulf filed an 8-K saying subsidiary Raylan Data entered three Credit Support Agreements with Google LLC, Anthropic, and related TeraWulf entities for the CB-1, CB-2, and CB-3 halls at Hawesville, Kentucky. The filing restates the July 2026 Anthropic leases at about 401 MW of critical IT load, with delivery expected from late 2027 through the second quarter of 2028. TeraWulf's press exhibit says the Google backstop is meant to support project financing for about $19 billion of contracted Anthropic lease commitments, and that TeraWulf also signed a definitive EPC agreement with Fluor for three data center buildings at Justified. Each Google backstop becomes effective at the final data-hall commencement date under the matching lease and can end if Anthropic keeps investment-grade ratings for at least three months.
DeFi Dev Corp. adds 5,336 SOL and takes the stack through 2.60 million
DeFi Development Corp. said on November 2, 2026 that it added 5,336 SOL since its prior update, taking treasury SOL and SOL equivalents to about 2,600,948 from 2,595,612. The same exhibit says the 14.00% annual dividend rate on Variable Rate Series C Perpetual Preferred Stock (Nasdaq: CHAD) takes effect that day, up from 13.00%, or $1.40 per share at the $10.00 stated amount. The company cites RWA.xyz for about $5.1 billion of tokenized real-world assets on Solana in late October. This is a treasury print, not a new purchase authorization.
CFTC sets a December 15 roundtable on 24/7 derivatives trading
The CFTC said on October 28, 2026 (Release 9318-26) it will host an industry roundtable on December 15 at its Washington headquarters on whether U.S. derivatives markets should move to 24/7 trading. The session builds on a Request for Comment from earlier in the summer and will cover overnight trading, tokenization, infrastructure, staffing, and operational readiness. Chairman Michael S. Selig said the agency will not take a one-size-fits-all approach across asset classes. The event will be open to the public and livestreamed on CFTC.gov, and the agenda and speakers were not posted in the release.
LlamaRisk asks Aave V4 to lift USDC, USDT, and USDG draw caps
LlamaRisk posted on November 4, 2026 a Risk Stewards note for Aave V4 (thread 26011), a parameter recommendation rather than an executed on-chain vote. On Ethereum Core it asks to lift the USDC Tokenization Spoke add cap from 1 million to 2 million, the USDC Main Spoke draw cap from 40 million to 50 million, and the USDT Main Spoke draw cap from 20 million to 30 million. It also asks to raise the USDG Maple Spoke draw cap from 46.4 million to 55 million, and on Aave V4 Arc to lift the USDC Maple Spoke draw cap from 41.6 million to 50 million. As of that date, USDC Main Spoke draw utilization was 89.1% (35.65 million of 40 million) and USDG Maple was 92.2% (42.79 million of 46.4 million).
Lido posts a two-track MEV policy draft for ePBS, not a passed vote
On November 4, 2026, Lido NOM contributor Gabriella_S posted a proposal to update Lido's mandatory MEV policy for enshrined proposer-builder separation (ePBS). The draft keeps two tracks: an open market for protocol-guaranteed builder bids, and a vetted Allowed List for extra-protocol payments. It says the policy would stay mandatory for all node operators, and that MEV hiding stays detectable because bids are signed. This is a research-forum proposal, not a passed DAO vote.
Magicians draft EIP-8484, a SLOTDURATION opcode in milliseconds
On November 4, 2026, Magicians user Amxx opened a thread for draft EIP-8484, a SLOTDURATION opcode that would push the current slot duration in milliseconds onto the stack (thread 30276; EIP PR 12619). The draft asks whether the opcode should return only the current duration or accept a slot number for historical lookup, and it flags a tension with EIP-8198, which keeps the execution layer unaware of slot duration. This is a draft opcode, not a mainnet fork clock.
Coinbase status opened incident 3fy9f7rzjwf6 at 2026-11-04T16:11:33-08:00 (2026-11-05T00:11:33Z) for delayed Hedera sends. The first update said buys, sells, and fiat withdrawals and deposits were not affected, that funds were safe, and that the venue was investigating. The incident remained in investigating status as of that update. This is a venue send delay, not a Hedera mainnet halt.
Kraken schedules a seven-hour WebSocket, FIX, and REST API window today
Kraken scheduled WebSocket, FIX, and REST API maintenance on November 5, 2026 from 07:00 UTC until 14:00 UTC (incident 4l7xqhsdpmm6). The notice says clients may experience disconnections during that window. This window is separate from the ADA, STX, XLM, and XRP funding pause already listed for 15:00 UTC the same day. The November 4 API maintenance window from 11:45 UTC to 17:45 UTC is marked completed.
