Foundation Passport: phishing via compromised Cloudflare keys

The emails used owners’ names and home addresses. Foundation says funds and devices are safe, but hasn’t explained where the addresses came from.

🌐https://www.coindaro.com/foundation-passport-phishing-cloudflare-keys/

One rule for all three: your recovery phrase never goes into a website, an email, a phone call or a device you didn’t order.

☀️ Coindaro brief · Tue 27 Oct

Market
BTC ~$79,900, a fourth day inside the $79,180–$81,000 range. Fear & Greed: 48 (neutral).
• US spot bitcoin ETFs: +$110.3M

on Monday, all through IBIT. Ether ETFs: −$88.6M.
• Binance BTC perp: open interest ~97,100 BTC, 70.4% of accounts long (a one-month high).

Today (UTC)

• 14:00: US consumer confidence
• Franklin’s FBEQ and FIBT, ETFs that turn stock dividends into bitcoin, take effect
• Ripple Swell opens in New York, a day after Ripple announced final OCC approval for its trust bank
• 21:00: Robinhood Q3 call

Wednesday 18:00: Fed decision

🌐https://www.coindaro.com/bitcoin-price-today-binance-longs-fed-27-october/

🤸🏻‍♂️Anthropic’s IPO: a pre-IPO perp is not a share

The S-1 is public (Nasdaq: ANT), with no price range and no valuation. Crypto venues (OKX for EEA users, Trade.xyz, Hyperliquid) already trade cash-settled perps on its estimated value.

• No shares, no IPO allocation, no vote.
• Up to 10x leverage on thin order books: ANTH moved ~6% in minutes.
• OKX will rebase its contract once the share count is filed: trading paused, TP/SL orders cancelled.
• Anthropic says unapproved tokenized transfers of its stock are void.

🌐 https://www.coindaro.com/anthropic-ipo-s1-crypto-pre-ipo-perps/

Datavault AI: $150M of bitcoin that was never really theirs

• The coins were an off-chain credit at the Biconomy exchange, not coins in the company’s own wallet.
• A withdrawal requested in June still hasn’t gone through, and no reason has been given.
• Four financial reports withdrawn; the stock fell ~50% in a day.

What it means for you: a balance on an exchange is a claim on that exchange. Only coins whose keys you hold are yours to move.

🌐 https://www.coindaro.com/datavault-ai-bitcoin-biconomy-restatement/

⚠️ Coinbase (EEA): USDT converted on Friday 30 October

If you’re an EEA retail client of Coinbase and still hold USDT or 13 other non-MiCA stablecoins (PYUSD, USD1, DAI, PAXG and others), Coinbase will sell the balance at market and credit USDC or another supported asset.

• Want to keep the tokens? Withdraw them to your own wallet before Friday.
• Tokens sent to Coinbase after 30 Oct won’t be credited and may become inaccessible.
• A swap can be taxable depending on your country (in France, crypto-to-crypto swaps are tax-deferred).

Context: USDC now has 56% of euro stablecoin trading, up from 10% in January 2024 (Kaiko).

🌐https://www.coindaro.com/usdc-usdt-europe-euro-trading-kaiko/

☀️ Coindaro brief · Thu 29 Oct

Market
BTC ~$80,000, down ~1.7% in 24h after holding near $81,000 through the Fed. Fear & Greed: 51 (neutral).

Last night
The Fed held at 3.75–4.00% in a 10–2 vote: two members wanted a hike now. The 10-year yield rose above 5%, and a December hike is now seen as fully priced.

Today (UTC)
• ECB decision
• 12:30: US Q3 GDP and September PCE inflation
• After the US close: Coinbase and Strategy Q3 results

Tomorrow
• Coinbase converts EEA retail USDT and 13 other non-MiCA stablecoins
• 08:00: ~$11B of BTC options expire on Deribit
• Brazil’s crypto licence filing deadline

🌐https://www.coindaro.com/bitcoin-price-after-fed-decision-hold-two-dissents/

🌙 Coindaro evening brief · Fri 30 Oct

Market
BTC ~$77,500 (−4.8% in 24h), ETH ~$2,250, BNB ~$700 (−6.4%). Fear & Greed: 30 (fear).

This morning’s monthly options expiry settled at $78,119, next to max pain ($78,000).

Earnings, read carefully
• Coinbase: $719M profit, $715M of it marks on its own crypto. Adjusted: $77.7M.
• Strategy: $19.5B profit, almost all a bitcoin mark-up at ~$83,550. BTC is already below that. CFO Andrew Kang leaves on 5 Nov.

Weekend and next week (UTC)
• Sun 1 Nov, early: Binance withdrawals expected back; proof-of-reserves snapshot due
• Sun 1 Nov: Strategy’s STRC dividends turn daily
• Tue 3 Nov: US midterm elections
• Wed 4 Nov: euro-area flash inflation (September: 3.8%)
• Fri 6 Nov, 14:00: Kraken’s 176 pairs go cancel-only

🌐https://www.coindaro.com/bitcoin-price-today-options-expiry-max-pain-etf-flows/

🔎 Binance hack: where things stand (Sat 31 Oct)

Binance
• Withdrawals: phased restart targeted around 05:30 UTC Sunday (06:30 Paris/Rome), subject to security checks
• Proof of Reserves: snapshot this weekend, results by Mon 2 Nov
• $6.34B set aside. 80% of the stolen tokens already held, the rest being bought

The money (Elliptic)
• $6.43B stolen, $2.84B frozen
• ~$3.33B in ETH, BTC, XRP and TRX that no issuer can freeze
• The 18,270 BTC have not reached any service yet

Investigation
• FBI and Secret Service involved
• TRM, Chainalysis and Elliptic point to North Korea’s TraderTraitor. No government has confirmed it.

🌐 https://www.coindaro.com/binance-hack-6-3-billion/

✅ Binance: withdrawals reopen, phase one

• Bitcoin first, from about 06:00 UTC. Then ETH, BNB, XRP, and USDT/USDC on Ethereum and BNB Smart Chain
• 15 assets in phase one. Other networks follow after security checks, with no date given
• Binance says 95% of stolen assets are now replaced
• The FBI has officially named North Korea’s TraderTraitor

Before withdrawing: use binance.com only, check the network you select, verify the full address. There is no real „priority withdrawal“ link.

🌐https://www.coindaro.com/fbi-binance-hack-north-korea-tradertraitor-addresses/

⚠️ 12 DeFi sites hijacked: check your approvals

On 31 Oct, attackers redirected 12 DeFi domains, all registered at Name.com, to a wallet drainer. Typing the right URL led to the wrong site.

Affected, per Blockaid: Flap, Kintsu, Longbow, Pickle Finance, Echelon, Origami, StonkFun, StakePoint, SupSwap, FluxBeam, Shprd, APEX.

If you connected or signed there on 30–31 Oct:
• Check your recent transactions on each chain
• Revoke approvals you don’t recognise
• Signed something odd? Move funds to a new wallet with a new seed phrase

Wait for each project’s own all-clear before going back.

🌐https://www.coindaro.com/defi-dns-hijack-name-com-step-drainer/

🌙 Coindaro Sunday brief · 1 Nov

Market
BTC ~$77,900 (+0.7% in 24h) after closing October down 7.22%. Fear & Greed: 34 (fear). A quiet weekend: a 1.2% range, leverage unchanged.

This weekend on Coindaro
• FBI names North Korea for the Binance hack and asks firms to block addresses
• 12 DeFi sites hijacked via DNS: check your approvals
• THORChain swaps paused on 11 of 13 chains
• Premia’s Arbitrum vaults drained, ~$437K

Week ahead (UTC)
• Early in the week: Binance Proof of Reserves results
• Mon 2 Nov: Hong Kong FinTech Week opens (to 6 Nov)
• Tue 3 Nov: US midterm elections
• Wed 4 Nov: euro-area flash inflation
• Fri 6 Nov, 13:30: US jobs report
• Fri 6 Nov, 14:00: Kraken’s 176 pairs go cancel-only

🌐https://www.coindaro.com/bitcoin-price-today-october-close-1-november/

☀️ Coindaro brief · Mon 2 Nov

Market
BTC ~$78,100 (flat over 24h) after an overnight high of $78,878 on Binance. Fear & Greed: 37 (fear).

Binance
• All 15 phase-one networks have reopened; $4.65B withdrawn since Sunday’s restart
• The full proof of reserves is now due Tuesday 3 Nov (UTC), a day later than promised

Today (UTC)
• 15:00: US ISM manufacturing
• Evening: spot bitcoin ETF flows

This week
• Tue 3 Nov: US midterm elections
• Wed 4 Nov: euro-area flash inflation; Bank of Korea crypto survey answers due
• Fri 6 Nov, 13:30: US jobs report
• Fri 6 Nov, 14:00: Kraken’s 176 pairs go cancel-only

🌐https://www.coindaro.com/bitcoin-price-today-overnight-high-2-november/

🔍 Binance proof of reserves: due Tuesday

• The full zero-knowledge proof is expected by Tue 3 Nov (UTC), a day later than first promised
• What it can show: that Binance held at least what it owed users at the snapshot, asset by asset, and that your own balance was counted (you can check it yourself on binance.com)
• What it can’t show: debts beyond customer balances, or whether assets are pledged elsewhere
• What to watch: the snapshot date, and the ratios for BTC, ETH, USDT and USDC

🌐https://www.coindaro.com/binance-hack-6-3-billion/

📊 THE COINDARO DEEP DIVE

Do US midterm elections really predict Bitcoin crashes?

A popular market narrative suggests that Bitcoin consistently suffers major declines following US midterms.

But the data deserves a closer look.

Coindaro examined Bitcoin’s daily closing prices around the 2014, 2018 and 2022 elections.

The measured declines from election-day close to the lowest closing price over the following 120 days were:

• 2014: -46.1%
• 2018: -49.9%
• 2022: -14.9%

Why it matters

These figures depend on the chosen starting point and the measurement window.

And correlation is not causation. The 2022 election coincided with the FTX collapse, making it particularly difficult to attribute Bitcoin’s decline to politics.

Our perspective

Three historical observations are insufficient to establish a reliable trading signal.

For the November 3 election, the implications for crypto legislation deserve at least as much attention as the price charts.

Read Coindaro’s full methodology and analysis:

🌐https://www.coindaro.com/midterms-crypto-bitcoin-record-clarity-act/

Facts first. Sources always.