Daily report
Friday 30 October 2026
5 stories
Published 07:04 CET
A risk-off Friday: Binance's $6.3B hack and Amazon's and Intel's results hit crypto and tech overnight, and October's last US session is the first cash session to price both.
Market snapshot
Calendar
- 30 OctEmployment Cost Index q/q0.8% · 0.9%
- 30 OctExxonMobil Holdings Corporation earningsEPS $3.90 · EPS $1.88 a year ago
- 30 OctAbbVie Inc. earningsEPS $3.74 · EPS $1.86 a year ago
- 30 OctChevron Corporation earningsEPS $4.78 · EPS $1.85 a year ago
- 30 OctAstraZeneca PLC earningsEPS $2.60 · EPS $2.38 a year ago
- 30 OctBP p.l.c. earningsEPS $2.66 · EPS $0.85 a year ago
- 30 OctSanofi earningsEPS $1.63 · EPS $1.70 a year ago
- 2 NovApple and Palantir report
- 3 NovAMD reports
- 4 NovCircle reports
- 4 NovArm and Qualcomm report
Today’s stories
Open a story for context and sourcescryptoHotBinance hack hits $6.3B as withdrawals pauseBinance put the impact of a hack at $6.3B and paused withdrawals, and bitcoin fell more than 4% to $77,994.96, per CNBC
What happened
Binance froze about $3B and pledged to cover all losses from its user fund and company funds; it traced the breach to a compromised DevOps engineer's laptop, per CNBC. ZachXBT tied the stolen funds to the $388M Bitget exploit and a suspected North Korea-linked attacker, per Wu Blockchain, and India's CoinDCX curbed new futures bets, per CoinDesk. The BTC perp is 78525.3 (-1.99% over 24 h) and ETH 2238.4 (-3.37%), with ETH funding at -0.00220% an hour.
What it means today
Binance expects withdrawals to resume within 48 hours, so the crypto perps trade the hack through the weekend; the 14:30 CET US open is the first session for the crypto stocks. The largest exchange's withdrawals are shut while the crypto perps on the account trade on through the weekend, so liquidity and funding can move fast and the limits set on the account carry the risk.
Running story: The Binance hack · since 30 Oct
equitiesHotAmazon and Intel slide, Nasdaq futures fall 2.1%Nasdaq-100 futures fell 2.1% after Amazon lost 6% and Intel 21% in extended trading on their Q3 reports, per CNBC
What happened
Amazon missed on earnings and revenue, posted $42.4B of negative free cash flow and kept its $220B capex plan; Intel guided weak on a PC slowdown, per CNBC. Alphabet lost 12% on Thursday, and Microsoft plans a $25B bond sale for its AI build-out. The Nasdaq 100 perp is 28824 (-2.43% over 24 h) and the Nvidia perp 208.35 (-2.52%).
What it means today
The 14:30 CET US open, October's last session, is the first cash session to price Amazon and Intel; Apple and Palantir report Mon after the close. AI spending and how it is funded set the trade for the Nasdaq 100 and Nvidia perps and the tokenized big-tech stocks on the account, which priced the reports overnight, before the bell.
Running story: AI earnings week · since 26 Oct
Sources
hyperliquid-defiHYPE jumps 17% on ICE deal and Druckenmiller postHYPE is up 17.44% over 24 h after NYSE owner ICE partnered with Hyperliquid's biggest builder to bring perps to the US, and Stan Druckenmiller posted about Hyperliquid
What happened
Hyperliquid Strategies rose 23% on the ICE deal and Druckenmiller's investment, per NAI500; it was Druckenmiller's first post on X, and Elon Musk quoted it, per @ansem. Hyperliquid's fees hit a 30-day high as perps volume doubled, per The Defiant. The HYPE perp is 92.87.
What it means today
Hyperliquid perps trade through the weekend while Binance withdrawals stay paused; funding settles every hour, with HYPE at 0.00222% and $2.04B of open interest. Fensory's perps run on Hyperliquid, so its volume, funding and open interest are the conditions the agents on the account trade in.
Sources
commoditiesOil rises on Houthi strikes at Saudi sitesWTI is up 1.89% over 24 h at 103.25 after the Houthis said they fired missiles at Ras Tanura, Abqaiq and Rabigh, while the US reached out to Iran on talks
What happened
The Houthis said three ballistic missile attacks targeted the Ras Tanura refinery, Aramco's Abqaiq facilities and the Rabigh refinery, while Vice President Vance reached out to Iran's Mohsen Rezaei to revive talks, per FXStreet. Oil spills from Iran's tanker attacks washed up on UAE beaches, per the FT.
What it means today
Gulf strike and Iran talk headlines reach the WTI perp at any hour; the 14:30 CET US open, with Exxon and Chevron reporting before it, is the first stock session to price them. The WTI perp on the account trades Gulf headlines through the weekend, and oil feeds the inflation that sets the Fed's next move for every market on the account.
Running story: Gulf oil supply · since 2 Oct
Sources
macroTreasuries rally as tech selloff drives haven bidsTreasuries extended their rally with global peers as a haven from the tech selloff, per Bloomberg, and the yen rose after the Bank of Japan held rates
What happened
Bloomberg ties the bond rally to the tech stock selloff, and the yen extended gains against the dollar after the Bank of Japan kept rates steady. The US 10-year yield is 4.989 (-1.11% over 24 h), the dollar index 101.824 (-0.21%) and the gold perp 3990.3 (-0.95%).
What it means today
The Employment Cost Index at 13:30 CET, forecast at 0.8% after 0.9%, is the day's only US data; it reaches yields, gold and the index perps an hour before the US open. Yields price the Fed's next move for every market on the account at once, and the tokenized treasuries on the account trade the same rally.