Coin Bureau
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Official Coin Bureau X account: covering breaking news, insights & in-depth analysis across Fintech, Macro & AI.
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⚠️ALERT: A hacker hijacks Across Protocol’s website by tricking its domain registrar, Namecheap.
The attacker used social engineering on Namecheap to seize across(.)to around 18:45 UTC and turned it into a phishing site.
Across says some users who visited the site may have been affected, and all of them “will be made whole.”
The team adds that Namecheap “has been unresponsive,” keeping its app and API offline.
Anyone who connected a wallet to across(.)to today is advised to revoke any permissions they granted.
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⚠️ALERT: Across Protocol warns users NOT to connect their wallets to its app.
Users are being told not to visit the app or sign any transaction or approval there “until further notice.”
Across says it is investigating an issue with its domain.
It has not said whether any funds have been lost.
The crosschain bridge has moved over $4 BILLION for Uniswap users alone.
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The AI math doesn’t ADD up.
Big Tech is borrowing billions to build AI data centers, and one of its biggest customers, OpenAI, just posted a $10.9 BILLION operating loss in one quarter.
Amazon, Alphabet and Meta’s long-term debt has nearly quadrupled in a year to $379 BILLION, per their filings.
Oracle’s quarterly interest bill jumped 55% to $1.43 BILLION, as it builds out a cloud deal with OpenAI reported at about $300 BILLION.
CoreWeave’s interest bill hit $846 MILLION in Q3, about 4 times its operating income, with OpenAI contracts worth up to $22.4 BILLION.
Meanwhile, OpenAI’s Q3 operating loss of $10.9 BILLION came on $10 BILLION of revenue, while rival Anthropic’s was just $567 MILLION on $17 BILLION, per WSJ.
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💵BIG TECH: Big Tech’s AI bill is FAR BIGGER than its balance sheets show.
Goldman Sachs puts off-balance-sheet commitments at the five hyperscalers, Nvidia, Broadcom and SpaceX at about $4.11 trillion.
The debt and leases these companies actually report total around $1 trillion.
That gap will narrow. Most hyperscaler leases haven’t started yet, and Goldman says about $685 billion comes due by the end of 2027.
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🇺🇸FED: AI is now behind BOTH of the Fed's BIG WORRIES!
Richmond Fed's Tom Barkin says AI spending is adding to inflation now. But he warns it threatens jobs either way:
- If AI underdelivers, investment and stocks could fall
- If it overdelivers, it could displace more workers than expected.
Households are already NERVOUS.
The share expecting higher unemployment a year out is the highest since April 2020.
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BREAKING: Bitcoin falls to its lowest price since August, erasing nearly 3 months of gains.
Bitcoin dropped as low as $72,677 today, below where it closed on August 20.
It had climbed as high as $87,374 on September 21.
It is now down nearly 16% from that peak.
The drop came after US inflation came in hotter than expected.
$711 MILLION in crypto positions were liquidated over the last 24 hours, per CoinGlass.
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BREAKING: Markets fall after US inflation comes in HIGHER than expected.
Bitcoin -2.3%
Nasdaq 100 futures -1.52%
S&P 500 futures -0.86%
Gold -2.4%
JUST IN: CoreWeave jumps over 6% after hours after reporting a smaller-than-expected $709 MILLION Q3 loss.
Revenue rose 168% from a year ago to $3.66 BILLION, beating the $3.56 BILLION Wall Street expected.
It also raised its 2026 revenue forecast to $13.0 BILLION to $13.3 BILLION.
Meanwhile, its net interest bill hit $846 MILLION, about 4 times its $207 MILLION operating income.
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JUST IN: Microsoft just lost over $115 BILLION after Anthropic introduced Claude Sheets.
Microsoft shares dropped nearly 3% after Anthropic unveiled Claude Sheets, Claude Whiteboards and Claude Data.
The wider market barely moved, with the Nasdaq 100 down about 0.5% over the same stretch.
Microsoft has since won back about half of the drop.
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⚠️ALERT: Across Protocol warns users NOT to connect their wallets to its app.
Users are being told not to visit the app or sign any transaction or approval there “until further notice.”
Across says it is investigating an issue with its domain.
It has not said whether any funds have been lost.
The crosschain bridge has moved over $4 BILLION for Uniswap users alone.
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🚨BREAKING: Michael Burry flags Broadcom’s $161 BILLION Anthropic deal over HIDDEN financial risks.
Michael Burry has raised concerns over Broadcom’s $161 BILLION hardware deal with Anthropic, alleging that the agreement shifts some financial risk to insurance companies.
He also flagged an additional $42 BILLION in lending from Broadcom to Anthropic, on top of its existing commitments.
Burry added: “For the benefit of humanity, the markets should tank hard and prevent the OpenAI and Anthropic IPOs.”
The warning builds on his earlier criticism of Anthropic’s financials-
Burry estimates the company’s actual spending commitments at $1.07 trillion, against the $895.4 billion it disclosed.
He cites an omitted $120.5 billion SpaceX compute contract and $100.8 billion in spending versus the reported $69.8 billion.
He has said he has no plans to buy Anthropic stock when it goes public next week.
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🎥 WATCH: French President Macron on the Tech Industry
"When you look at the tech sector, it's largely driven by the U.S. big seven companies and the Chinese companies."
"Europe is the right approach, but still, in the digital sector and in a lot of sectors, we are too fragmented."
"Second, capital. In the U.S., you have a lot of capital, a lot of deep pockets, so they invest a lot of money."
"The paradox is that in Europe, you have a lot of savings, much more than in the U.S."
"But these savings are not properly invested because of too many regulations in the banking and insurance sectors."
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🚨HUGE: Anthropic sets IPO price range at $70–$78 a share, with a valuation up to $1.4 TRILLION.
The Claude maker plans to offer 825 MILLION shares and aims to start trading on Nasdaq under $ANT on Nov. 19, CNBC reports.
At $78, the offering would raise $64.35B before fees, with $62.51B going to Anthropic and the rest to selling shareholders.
The higher-range $1.4T valuation includes shares that could be issued later.
The figure is above the $1.2T–$1.3T buyers discussed after last week’s AI selloff, but well below the $1.5T–$2T investors floated in October.
Even so, SEVEN tech giants agreed to buy $26 BILLION in shares through a separate deal at the IPO price.
Google: $10B
Nvidia: $10B
AMD: $2.5B
Broadcom: $1B
Micron: $1B
Microsoft: $1B
TSMC: $500M
With the roadshow underway, Anthropic’s IPO is a TEST for the broader AI TRADE.
The final price and the first trading will show how much investors are willing to pay for AI growth amid infra expense rise and worldwide data center political pushback.
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🚨BREAKING: Anthropic plans to IPO NEXT WEEK after launching Claude Fable 5.2, its most capable AI yet.
Shares are set to start trading on Nasdaq under the ticker ANT next Thursday or Friday.
Its new Claude Fable 5.2 and Mythos 5.2 beat Anthropic’s previous top model on almost every test it ran.
In testing, Fable 5.2 built a working operating system from an empty folder in 8 days, running over 1,000 AI helpers.
A week ago, investors expected Anthropic to target a valuation around $1.5 TRILLION.
But after last Thursday’s AI selloff, some major investors are now pushing for it to be lower.
Anthropic could still delay, but that would risk sparking panic in the market, per WSJ.
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BREAKING: Markets fall after US inflation comes in HIGHER than expected.
Bitcoin -2.3%
Nasdaq 100 futures -1.52%
S&P 500 futures -0.86%
Gold -2.4%
JUST OUT: 🇺🇸 U.S. inflation came in HOT.
- Core CPI rose 0.3% (MoM) vs. 0.2% expected.
- Headline CPI rose 0.4% (MoM) vs. 0.3% expected.
That 0.3% core print hit the level Fed Governor Waller flagged for considering a 50 bps December hike.
For traders, bigger hike bets could pressure stocks and crypto.
Watch whether weakness spreads beyond tech stocks and Bitcoin to the broader stock market and altcoins.
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TODAY: One LAST CPI to cue a year-end RALLY or a SELL OFF.
The last CPI report before the Fed’s December meeting will be out in a few hours.
There will be no official YoY reading, as the 2025 shutdown left a gap in last October’s data.
So all eyes are on the MONTHLY numbers.
Economists expect October CORE CPI to rise by 0.2% MoM, while headline CPI is projected to add 0.3%.
What today’s CORE CPI number could mean:
🟢 0.1% → COOL. Hike odds drop, stocks and Bitcoin could rise
🟠 0.2% → AS EXPECTED. December hike stays on
🔴 0.3%+ → HOT. Bigger hike risk, stocks and Bitcoin could fall
A 0.1% difference could decide between a 25 bps and a 50 bps hike.
Markets now see an 99% chance of a December rate hike, up from 67% last week.
The macro backdrop:
1. September CPI climbed to 3.7% YoY from 3.4%. Today’s monthly print shows whether that momentum carried into October.
2. Over 70% of core services categories rose at least 3% YoY. Another hot services print would signal that inflation is still widespread.
3. Payrolls rose 165K and unemployment fell to 4.1%. With jobs holding up, a hotter-than-expected core CPI would strengthen the case for a bigger December hike.
Volatility is coming.
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BREAKING: Nvidia CEO Jensen Huang’s ties to an alleged Chinese spy helped facilitate at least $7.5 BILLION in chip sales to China, The Information reports.
The relationship dates back to at least 2023, when Alice Huang was a managing director at Singapore-based Megaspeed.
The $7.5 billion covers shipments through a network of companies linked to her, including Megaspeed.
Nvidia even intervened in an U.S. Commerce Department probe looking into Megaspeed diverting restricted AI chips to China, per Bloomberg.
Nvidia’s top lawyer, Tim Teter, contacted the U.S. export-control chief Jeffrey Kessler enquiring on Alice Huang's detention.
After his outreach the Commerce investigators were restricted in unusual ways, where they had to route all Nvidia-related requests through Kessler or get his approval.
They were also told not to mention Megaspeed or its Malaysian subsidiary Speedmatrix in any external communication.
Later, the Department of Justice asked the Commerce Department to pause its probe, despite evidence already been gathered.
The case then shifted to the Justice Department as a criminal Investigation.
Nvidia says it has stopped doing business with Megaspeed because of the publicity, though the company continues to appear on Nvidia’s official cloud partner list.
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⚡NEW: Bybit rolls out $500,000 interest-free loans for institutional traders.
The crypto exchange added the new tier to its "Institutional Loan Program" last November 5, giving eligible firms more capital to trade.
Firms must complete business verification to apply. Of note, availability varies by region.
Once approved, Bybit deposits the funds directly into their Unified Trading Account.
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TODAY: One LAST CPI to cue a year-end RALLY or a SELL OFF.
The last CPI report before the Fed’s December meeting will be out in a few hours.
There will be no official YoY reading, as the 2025 shutdown left a gap in last October’s data.
So all eyes are on the MONTHLY numbers.
Economists expect October CORE CPI to rise by 0.2% MoM, while headline CPI is projected to add 0.3%.
What today’s CORE CPI number could mean:
🟢 0.1% → COOL. Hike odds drop, stocks and Bitcoin could rise
🟠 0.2% → AS EXPECTED. December hike stays on
🔴 0.3%+ → HOT. Bigger hike risk, stocks and Bitcoin could fall
A 0.1% difference could decide between a 25 bps and a 50 bps hike.
Markets now see an 99% chance of a December rate hike, up from 67% last week.
The macro backdrop:
1. September CPI climbed to 3.7% YoY from 3.4%. Today’s monthly print shows whether that momentum carried into October.
2. Over 70% of core services categories rose at least 3% YoY. Another hot services print would signal that inflation is still widespread.
3. Payrolls rose 165K and unemployment fell to 4.1%. With jobs holding up, a hotter-than-expected core CPI would strengthen the case for a bigger December hike.
Volatility is coming.
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You can’t make this up:
On Nov 4, Democrats swept the US midterm elections, and the S&P 500 added +$1.2 TRILLION in market cap.
Less than 24 hours later, the panic began.
On Nov 5, investors feared the new Congress would slow down AI spending, and stocks crashed.
By 3:30PM ET, the S&P 500 had hit its lowest point, erasing a record -$2.9 TRILLION in one day.
Then on Monday, the buyers came back.
Stocks gapped up at the open, adding +$1 TRILLION within hours.
By the 4PM ET close, the S&P 500 had added +$1.5 TRILLION, its best day since April.
That’s a $5.6 TRILLION swing in market cap in just 4 trading days.
We all just witnessed one of the wildest weeks in stock market history.
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JUST IN: Binance warns Apple users of an iOS flaw that lets malicious apps read seed phrases, private keys and login credentials.
The warning names iOS 26.7.1, 27.0.1, and 27.2.
Called “worse_query,” it breaks the isolation that normally keeps one app from accessing another app’s local files.
The risk extends across apps, beyond Binance, with exposure depending on how apps store and protect sensitive information.
Binance urges users to remove untrusted apps and update their software.
If a breach is suspected, move funds to a new wallet created on a clean device and reset active login sessions.
This comes amid earlier reports of iPhone users losing crypto to malicious apps.
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If you're an iPhone user, read this.
Hackers just stole $4.06 MILLION in crypto through cyberattacks that started with just one click.
The victim said they tapped an ad in Safari before wallet apps were emptied.
An iOS exploit kit such as DarkSword is suspected.
DarkSword chains together iOS security flaws to compromise vulnerable iPhones.
Opening a malicious Safari page is enough to steal passwords, photos, Notes and wallet data.
No wallet connection, signature, or approval needed.
Other attacks reported in 2026:
1. Instagram ads
- iPhone was infected while they scrolled past a malicious ad
2. Pegasus spyware
- iPhone was infected without clicking a link or downloading a file.
3. P7 DarkSword
- spyware capable of extracting passwords, photos, Notes and wallet data.
4. Fake Apple preorder pages
- fake iPhone website launched an infection attempt simply when opened.
5. iMessage
- A zero-click exploit infected an iPhone with spyware capable of accessing messages, microphone and camera.
6. Telegram downloads
- modified iPhone apps collected location, device information and screenshots while open.
7. App Store malware
- 2 apps carried SparkCat, which scanned photos for seed phrases after users granted access.
8. Coruna
- 23 exploits used in espionage and financially motivated attacks against older iOS versions.
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Now here's what you should do:
• Update iOS and apps NOW. Enable automatic updates too.
• Avoid unsolicited app downloads and configuration profiles.
• Limit apps’ access to Photos, location, microphone and camera.
• Keep seed phrases out of screenshots and Notes.
• Consider Lockdown Mode if you face heightened spyware risks.
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BREAKING: Fed’s Christopher Waller backs a December rate HIKE up to 50 basis points.
Waller says he leans toward a 25bp rate hike even if October inflation comes in LOWER than expected.
If inflation is HIGHER than forecasts, he says a 50bps hike “should be considered.”
Core CPI, due today, is expected to rise 0.2% month over month, down from September’s 0.3%.
Odds of a December hike are now at 97.4%, the highest since the last FOMC meeting.
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BREAKING: US average retail gas price drops below $4 to $3.97/gal for the first time in 4 months.
JUST IN: U.S. WTI and Brent crude futures have erased ALL their September and October gains just 10 days into November as hopes of ending the Iran war grow.
U.S. WTI: $84.83/bbl (-18.5%)
Brent: $90.56/bbl (-19.7%)
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JUST IN: U.S. WTI and Brent crude futures have erased ALL their September and October gains just 10 days into November as hopes of ending the Iran war grow.
U.S. WTI: $84.83/bbl (-18.5%)
Brent: $90.56/bbl (-19.7%)
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