PAP Daily News | Morgan Chase holds $343 million in Beled IBIT, a 64 per cent increase in warehouse hold in three quarters; Bitmine holds an ETH deficit of $2.1 billion

Today's news alert:

1. Three consecutive increases at the end of the weekly US stock line and 3 per cent per day for Coinbase and Circle

2. Several encrypted money banks under pressure, of which Bitmine held ETH at a loss of $2.1 billion

3. MORGAN CHASE CLAIMS THAT IT OWNS $343 MILLION BELET IBIT, AN INCREASE OF 64 PER CENT OVER THE LAST DISCLOSED DATA

4. Hourglass: second-stage deposits in the Stable Reserve Treasury closed, with total deposits of approximately $1.8 billion

5. hong kong ' s first financial “ net ” sentenced to imprisonment for setting up a fee-free social group to provide investment advice

6. TRUMP MEDIA SCIENCE AND TECHNOLOGY GROUP Q3 REALIZED $15.3 MILLION IN BENEFITS THROUGH A BITCOIN-RELATED EQUITY PREMIUM

7. Coinbase release an implied video or launch of the Launchpad platform on 10 November

Macro

Kazakhstan's encrypted assets fund targets of between $500 million and $1 billion through the seizure of wallets

According to Bloomberg, Kazakhstan is in the process of establishing a national encrypted currency reserve fund of between $500 million and $1 billion, using assets seized and recovered from abroad. Timur Suleimenov, President of the Central Bank of Kazakhstan, stated that the Fund ' s investments would include ETF and shares of companies involved in digital currency. In an interview with Bloomberg in London on Wednesday, he said that the fund would be “ it would be very cautious about directly investing in encrypted currency ” He said: & ldquo; I think that by the end of this year, or next January, we will be able to put the fund into operation, and all are ready. ”

This post is part of our special coverage Syria Protests 2011KAZAKHSTAN LAUNCHED THE NATIONAL ENCRYPTION RESERVE FUND WITH INITIAL BNB；Central Bank of Kazakhstan considers purchasing encrypted currency from gold and foreign exchange reservesI don't know。

The United States stock line ends three times, Coinbase and Circle rises three times a day

According to Kim X, the United States stock closed on Friday, representing an initial increase of 0.16 per cent and a decline of 1.21 per cent this week; a 0.13 per cent increase in the Standard 500 index and a 1.63 per cent decline this week; a 0.21 per cent drop in the NASDAQ composite index and a 3.04 per cent decline this week; and a three-way increase at the end of the week. Coinbase (COIN) increased by 4.72 per cent; Circle (CRCL) by 3.13 per cent; Strategy (MSTR) by 1.99 per cent。

21 Shares submits 8(A) of the proposed XRP spot ETF to SEC

Pembo ETF analyst Eric Balchunas extrapolated that 21 Shares submitted a new 8(a) form to the US SEC to issue its XRP spot ETF. The application requires a 20-day review period。

hong kong ' s first financial “ net ” sentenced to imprisonment for setting up a fee-free social group to provide investment advice

according to hong kong media01, the hong kong eastern district court of justice found financial “ net ” and zhou ba-hyun to be guilty of establishing and managing, without a license, a subscribing chat group and providing an investment opinion through social applications, and sentenced him to six weeks ' imprisonment. according to the information received, this case was the first case in which hong kong had been convicted of providing investment advice without a licence and sentenced to imprisonment, and the cssr indicated that zhou had earned a total of hk$ 43680 by charging members of the chat group and that it would continue to fight finance & ldquo; net & rdquo; and violations and accountability。

Views

Arthur Hayes: ZEC is now the second largest liquid hold in the Maelstrom portfolio

BitMEX, in collaboration with Arthur Hayes, wrote that as a result of the rapid increase in ZEC prices, ZEC has now become the second largest liquid hold in its family office's Maelstrom portfolio after BTC。

Columbia University study: nearly 25 per cent of Polymarket's transactions may be fraudulent

According to Cinderesk, a recent study by Columbia University shows that nearly 25 per cent of Polymarket ' s transactions may be fraudulent, involving user fast-trading contracts — — usually buying and selling to themselves or to collusive accounts — — to raise transactional activity indicators without changing their net market position。

The study found that false transactions peaked in December 2024, accounting for almost 60 per cent of weekly transactions and continued until October 2025. Sports and electoral markets are the most affected. In some weeks, more than 90% of these categories appear to be transactions that are false. Researchers suggest that the purpose of a false transaction may be to manipulate future incentives rather than profit。

CZ: SURPRISED BY THE AMNESTY, WITH NOTHING TO DO WITH THE TRUMPS

In an interview with Fox News, the founder of Bian, CZ, expressed surprise at the amnesty and denied any relationship with the Tromps。

Project developments

Strategy: the SMR fund-raising scale increased from 350 million euros to 620 million euros

According to official sources, Strategy announced an increase in the size of its Sustainable Priority Unit, STRE, from €350 million to €621 million (approximately $715.1 million), and the issue and sale of STRE shares is scheduled to be settled on 13 November 2025, subject to the fulfilment of the customary terms of the deal。

Informers: Lantern Ventures under the former Alameda Consortium is gradually liquidating its funds

Two informed sources revealed that the London self-employed trading company Lantern Ventures, founded by former members of the SBF (Sam Bankman-Fried) part of Alameda Research, was gradually liquidating its fund after seven years of operation. The company is in the process of returning funds to investors and closing its external funds, and several of its employees may be unemployed. It is known that the company has been negotiating with potential buyers and that other options include restarting with family office structures. The Lantern company, managed by the encrypted money dealer Tara Mac Aulay, a former co-founder of Alameda, managed over $600 million in assets during the peak period. Mac Aulay refused to comment. Many indicated that the collapse of the encrypted currency market on 10 October made it more difficult for institutions to raise funds today。

Encrypted payment card provider Dupay announces that it will cease operations

According to the Mobile Payment Network, the encryption payment card provider Dupay has recently issued a stoppage announcement and will officially terminate all services and shut down the servers on 30 November 2025, as compliance issues and financial liquidity barriers cannot be completely resolved. The bulletin mentioned that a large amount of previously frozen funds had not been unfrozen and that the funds had been advanced by Dupay. Users who have not yet done so will have to operate as soon as possible before the server closes down and will still be able to process them through the mail applicant。

Coinbase included Aster (ASER) in the road map for the above currency

According to official announcements, Coinbase added Aster (ASER) to its asset-on-line road map。

Balancer announced a message to the hacker chain asking for the funds to be returned by 9 November for a reward

Balancer argues that a chain message was sent on Wednesday (5 November) to all known locations involved in the attack and that it provided the hacker with a means of contacting and returning the funds。

“ Balancer wants to solve the problem without upgrading. If you are willing to cooperate, please respond to this information and contact us by Friday, 9 November. If no response is received by that time, it will be considered unwilling to assist in compensating for the loss of the liquidity provider and will be upgraded to ” “ Balancer proposes that the funds be returned to DA0 multiple signature addresses in exchange for a reward. Details will be agreed privately. Balancer will not take legal action or investigative measures after it has been determined that the funds returned meet the relevant criteria. If this proposal is not accepted or is not answered in a timely manner, Balancer will use all technical, chain and legal means to identify and hold the attackers accountable. In such cases, the reward will be used to reward verified informants to help identify and eventually prosecute the attackers. ”

This post is part of our special coverage Syria Protests 2011Balancer's assault losses rose to $116.6 millionI don't know。

Piverse published a PIEVERSE economic model totalling 1 billion

Payment infrastructurePieverse published its original currency PIEVERSE's currency economy model. The dollar PIEVERSE token is the original practical and governance token of Pieverse, which was launched by the Foundation。Its main purposes include reducing transaction costs, pledging, participation in governance and payment。

THE PIEVERSE TOTAL OF 1 BILLION IS DISTRIBUTED IN DETAIL AS FOLLOWS: COMMUNITY DEVELOPMENT (27.6%), ECOSYSTEM BUILDING AND MARKETING (27.4%), TEAMS AND CONSULTANTS (20%), INVESTORS (15%) AND FOUNDATIONS (10%). ALL TEAM MEMBERS, CONSULTANTS, INVESTORS AND CORE CONTRIBUTORS ARE ASSIGNED ON A 12-MONTH LOCK-IN BASIS, FOLLOWED BY A LINEAR RATIO。

BeforeMessage from 24 OctoberWeb3 payment and compliance infrastructure start-up company Pieverse announced the completion of $7 million in strategic financing. This round of financing was co-financed by Animoca Brands and UOB Ventures, with the participation of 10K Ventures, Signum Capital, Morganstar Ventures and others。October 30thPieverse announced that it would receive $3 million from CMS Holdings, which would contribute to the outreach of 402b on BNB Chain. Thus, total financing, including seed and strategic round investments, amounted to $10 million。

Hourglass: Stage II deposits closed at approximately $1.8 billion

Hourglass extrapolates that the second phase of the Stable Reserve Treasury deposits has now been closed, with a total deposit of approximately $1.8 billion and a number of participating wallets of about 26 million. The KYC link will be distributed in the next few hours. Once the link is in effect, each wallet has 72 hours to complete the authentication。

Bianpha and Bian contract will go online on November 10th

According to the official announcement, on November 10, Alpha will be on line and open to deal (JCT) at 18:00 (East 8 Time). In addition, the currency contract platform will be on line on November 10 at 18:30 (Eastern Sector 8 Time) for the renewal of the JCTUSDT contract, with a maximum leverage of 40 times。

Coinbase release an implied video or launch of the Launchpad platform on 10 November

Coinbase publishes videos on X platform with text: &ldquao; it does not have to be so &rdquao; and references to the words Launchpool, Launches, etc. in the video suggest that the Launchpad platform will be launched. When asking the user whether something happened on November 10th, Coinbase responded with the name “ it seems so &rdquo。

Important data

American Bitcoin has an additional 139 bitcoin in the last two weeks, raising the total hold to 4004

According to AP, American Bitcoin Corp. (Nasdaq: ABC) has held approximately 139 more bitcoin since 24 October 2025. As at 5 November 2025, the company held approximately 4,004 bitcoins obtained through mining and strategic purchases of bitcoin, including bitcoins that were entrusted or pledged under agreements with the continent for the purchase of miners。

Several encrypted money banks under pressure, of which Bitmine held ETH at a loss of $2.1 billion

CryptoQuant wrote on platform X that Bitcoin was under pressure, as was the treasury company that held the Bitcoin assets. Not only are the banks holding bitcoin affected, but companies holding banknotes are no exception. For example, the XRP warehouse held by Evernorth had an unrealized loss of $78 million and its entry was only 2.5 weeks short. In addition, Strategy ' s share price fell by 53 per cent, and the stock ' s transaction price is currently near the floor of the MSTR price range (US$ 221), based on its Bitcoin hold. Metaplanet held 30.8 bitcoin, with an average purchase price of $106,000; the unrealized loss was about $120 million, and the equity price was about 80 per cent lower than the historical peak. Since the collapse of the market on 10 October, Bitmine has added 442,000 ethods to its portfolio, but they still face unrealized losses of approximately $2.1 billion。

ZEC TOUCHES $750 SHORT. IT'S ALMOST 39% 24 HOURS

THE LINE SHOWS THAT ZEC TOUCHED $750 FOR A SHORT PERIOD OF TIME, WHICH IS CURRENTLY REPORTED AT $721.91, REPRESENTING A 38.93 PER CENT 24-HOUR INCREASE。

TWO AND A HALF MILLION TRUMPS WERE WITHDRAWN FROM THE COIN IN 12 HOURS, MAKING IT THE LARGEST INDIVIDUAL HOLDER

ACCORDING TO THE CHAIN ANALYST'S AFTER-EFFECTS MONITORING, A NEW WALLET HAS BEEN EXTRACTED 2.5 MILLION TRUMPS (18.85 MILLION USD) FROM THE CURRENCY IN THE LAST 12 HOURS, MAKING IT THE LARGEST HOLDING WALLET OF $TRUMP (EXCLUDED CONTRACT LOCK-IN, LIQUID POOL, CEX ADDRESS)。

& ldquo; carrying single whale & rdquo; flatbitcoin and ZEC blanks, with an overall loss of over $40 million in nearly a week

According to the chain data, “ bitco and ZEC empty sheets carrying single whale &rdquao (formerly 100 per cent winning whale) were quenched this morning, of which ZEC had a small profit, and the BTC empty bill had a total deficit of approximately US$ 40,764,000 a week。

ETF NET OUTFLOWS YESTERDAY WERE $46,624.5 MILLION, WITH BELEDE ETHA NET INFLOWS TO THE TOP, $34,43.26 MILLION

According to SoSoValue data, yesterday (November 7th US-East time) ETF cashed in the Ether factory totalling $4662.45 million net outflows。

The largest single-day net inflow of ETF was yesterday, Blackrock, ETF ETHA, with a single-day net inflow of $34,432.6 million, and the current total of ETHA ' s historical net inflow reached US$ 1,870 billion。

The second is Investco ETF QETH, with a single-day net inflow of $2.589.9 million, and the current total historical net inflow of QETH is $23.9.3 million。

The largest single-day net outflow of ETFs was yesterday, with a net one-day outflow of US$ 7222.8 million, and the current total net FETH inflows of US$ 25.77 billion。

AS OF THE TIME OF THE SUBMISSION, THE TOTAL NET ASSET VALUE OF ETF WAS $22,664 MILLION, THE NET ASSET RATIO OF ETF (MARKET VALUE COMPARED TO TOTAL MARKET VALUE OF THE ETF) WAS 5.42 PER CENT, AND THE HISTORICAL NET INFLOW REACHED $13,861 MILLION。

THE REAL BITCOIN ETF NET OUTFLOWS YESTERDAY OF $558 MILLION AND NONE OF THE 12 ETFS NET INFLOWS

According to SoSoValue, yesterday (November 7th U.S. time) bitcoin spot ETF total net outflows of $558 million。

The largest single-day net outflow of bitcoin cash was yesterday, ETF FBT, a single-day net outflow of $257 million, with the current total net FBT historical inflows reaching $1203 million。

The second is the ETF ARKB of Ark Invest and 21 Shares, with a net one-day outflow of $144 million, and the total historical net inflow of ARKB currently amounts to $1.905 billion。

AS AT THE TIME OF THE SUBMISSION, THE NET ASSETS OF THE BITCOIN SPOT ETF AMOUNTED TO $13.882 BILLION, THE NET ASSETS OF THE ETF (MARKET VALUE COMPARED TO THE TOTAL MARKET VALUE OF BITCOIN) RATIO TO 6.67 PER CENT AND THE HISTORICAL NET INFLOWS TOTALLED $59.966 BILLION。

Financing/acquisition

A start-up company supported by Stripe, Tempo, led an encryption infrastructure company, Commonware, $25 million in financing

According to Fortune magazine, the payment block chain Tempo, launched jointly by Stripe and Paradigm, has completed its first strategic investment of $25 million in financing for the encryption infrastructure company Commonware. As part of the agreement, the Stripe-supported project will work with Commonware to develop faster methods for processing block chain payments。

The founders of Commonware revealed that the current financing valuation was significantly higher than the $63 million seed wheels. The profit-making enterprise, which was established in 2024 with only seven employees, already has four clients through open-source software services, generating an annual average of over $1 million. Its open-source technology could help other enterprises rapidly deploy customized block chains。

Institutional holding

Morgan Chase owns about 1.97 million shares in the Etherwood Treasury, or 22 per cent in loss

According to the 13F-HR holdout document submitted by Chase to SEC in the United States, as at 30 September Morgan held a total of 1,974,144 shares of BitMine Immersion Technologies, valued at $102 million and currently valued at approximately $7,941 million, representing a loss of approximately 22 per cent。

MORGAN CHASE CLAIMS THAT IT OWNS $343 MILLION BELET IBIT, AN INCREASE OF 64 PER CENT OVER THE LAST DISCLOSED DATA

According to Bitcoin Magazine, Chase Morgan disclosed 5,284,190 shares of Bitcoin ETF“ IBIT&rdquao (value $343 million), an increase of 64 per cent over the last disclosed data。

Forbes Trump bought bitcoin at a bad time, shrinking his personal wealth by $490 million

According to Forbes, bitcoin has just fallen by $100,000 today, and Forbes has published and retraced the title: “ buying, especially in high places, does not necessarily make people richer. & rdquo; it is mentioned that Trump was skeptical of encrypted currency, but has now swung into “ the chief encrypted money advocate ” This summer, he purchased bitcoin at a cost of $2 billion from Trump Media, at an estimated cost of $115 million each, with a good initial performance. However, the price of bitcoin fell by 17 per cent over the past month and the price of shares in the Trump media dropped by 24 per cent, leading to an indirect reduction of $490 million in the personal wealth of Trump。

TRUMP MEDIA TECHNOLOGY GROUP Q3 ACHIEVES $15.3 MILLION IN BENEFITS THROUGH A BITCOIN-RELATED EQUITY PREMIUM

ACCORDING TO KIM XA, THE FINANCIAL ASSETS OF THE TRUMP MEDIA SCIENCE AND TECHNOLOGY GROUP (DJT.O) AT THE END OF THE THIRD QUARTER AMOUNTED TO $3.1 BILLION, RESULTING IN A RETURN OF $15.3 MILLION THROUGH AN OPTION PREMIUM ON BITCOIN-RELATED SECURITIES. INTEREST INCOME OF $13.4 MILLION WAS GENERATED IN THE THIRD QUARTER FROM OTHER FINANCIAL INVESTMENTS, WHILE OPERATING CASH FLOWS AMOUNTED TO $10.1 MILLION, RESULTING IN A NET QUARTERLY LOSS OF $54.8 MILLION。