Crypto Insights

Strategy’s official November 9 8-K reports 1,036 bitcoin purchased for $81.9 million, or $79,012 on average including fees, and holdings of 850,364 bitcoin as of November 8. In the same window it repurchased 1,887,464 STRC shares for $188.3 million.

Nvidia’s last official close used here is $173.73 on November 11, confirmed by Nasdaq and Nvidia IR. A November 12 8-K reports the board accepted Huang’s resignation the prior day. This article measures its Bitcoin correlation.

MARA’s official November 9 letter reports an after-quarter sale of 13,597 bitcoin for about $1.1 billion, with $750 million used to repay bitcoin-backed loans. Official Q3 results and the 34,012-bitcoin holdings table stay on their own dates.

Official SEC Release 34-106863, dated November 10, 2026, grants accelerated approval for Nasdaq ISE options on qualifying digital-commodity Commodity-Based Trust Shares, including the $700 million test and the order’s limits.

Farside’s completed November 10 bitcoin ETF row shows a $95.0 million net outflow, led by IBIT and FBTC. That print extends a four-session streak and a completed November month-to-date of $1,577.7 million in outflows.

Farside’s completed November 10 ether ETF row shows a $1.3 million outflow after November 9’s $184.6 million print. The completed November month-to-date is still $551.1 million in net outflows.

The OCC’s GENIUS Act final rule, described in Bulletin 2026-50, takes effect on January 18, 2027, with new 12 CFR Part 15 standards for issuers under OCC jurisdiction. This article stays with the official bulletin and the delayed AML rulemaking.

Bitcoin traded into the mid-to-low $73,000s after a hotter-than-expected October CPI, with first-hour long liquidations and higher Treasury yields. This article records the official print, Farside ETF outflows and the December policy path.

U.S. spot ether ETFs recorded a $184.6 million net outflow on November 9, according to Farside, before the October CPI release. This article totals early-November rows and separates them from post-CPI prices and year-to-date claims.

Early November bitcoin spot ETF flows were deeply negative on Farside data. This article ties those outflows to the November 10 CPI risk window with dated tables.