A blue wave and a black swan. Democrats sweep Congress, markets whipsaw into a $2 trillion selloff, and Bitcoin holds its 50-week moving average through the biggest heist in history: $6 billion stolen from Binance. Ryan and David break down how North Korea pulled it off, how a French bank got robbed with crypto as the getaway car, Ethereum’s December 2028 quantum-proof deadline from DevCon, and Coinbase insiders’ new sell plans.
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TIMESTAMPS
0:00 Intro
1:57 Blue Wave: Democrats Sweep Congress
https://x.com/DCinvestor/status/2117789052573544873
3:33 $2 Trillion Erased: AI Bubble Popping?
https://x.com/KobeissiLetter/status/2118362154558779411
https://pbs.twimg.com/media/HWX6J1hXwAAXczz?format=jpg&name=medium
7:41 Bitcoin Holds the 50-Week: Early Bull Intact?
10:59 NEAR AI Red
https://near.ai/blog/the-right-to-run
11:44 Will the Dems Come for Crypto?
https://x.com/0xGrimes/status/2111584181562290268
https://x.com/caprioleio/status/2118125380741795929
https://x.com/WatcherGuru/status/2118006193276805427
https://x.com/EleanorTerrett/status/2118041922011021418
https://x.com/hosseeb/status/2118080207664062720
https://x.com/TrustlessState/status/2118043617650491467
21:11 Binance Hack: The $6B Heist, 7 Days Later
https://www.fbi.gov/investigate/cyber/alerts/2026/north-korea-responsible-for-6-billion-binance-attack
https://x.com/zachxbt/status/2116030284261179538
https://www.binance.com/en/proof-of-reserves
https://www.coindesk.com/business/2026/11/03/binance-s-usd6-3-billion-hack-began-with-a-fake-job-interview-exchange-says
https://x.com/binance/status/2117626126214504729
https://x.com/hosseeb/status/2117650872603955542
27:26 THORChain & the Laundering Fight
https://x.com/FBICyberBranch/status/2116660730745299426
https://thedefiant.io/podcasts-and-videos/podcast/thorchain-refused-to-block-the-usd387m-bitget-hacker-here-s-why-or-chad-barraford
32:49 North Korea: Too Close to the Sun?
https://www.theblock.co/news/regulation/2026-11-02-kim-jong-un-sister-rejects-fbi-claims-linking-north-korea-binance-hack-432344
35:45 Polygon’s Hard Fork & the Validator Bribe
https://forum.polygon.technology/t/pip-proposal-recovery-of-funds-held-in-blocked-addresses-following-the-polymarket-and-binance-incidents/22497
38:25 How to Rob a Bank: Crypto Was the Getaway Car
https://x.com/gregory_raymond/status/2117864901108432999
https://x.com/Jrag0x/status/2117878442309906695
48:37 DevCon 8: Ethereum Post-Quantum by 2028
https://x.com/EFDevcon/status/2117497506007576631
https://x.com/ethereumfndn/status/2117717427920498698
51:17 The Ethereum Economic Zone
https://www.kucoin.com/news/flash/ethereum-economic-zone-unveils-three-cross-chain-breakthroughs-at-devcon
52:57 L2Beat Becomes ETHBeat
https://x.com/ethbeat_org/status/2117913893796225035
https://ethbeat.org/crops
54:08 Vitalik’s Keynote Controversy
https://x.com/ethereumfndn/status/2117500382977102044
https://x.com/gakonst/status/2117668817082155157
https://x.com/uttam_singhk/status/2117673754574651760
https://x.com/fede_intern/status/2117993844159438993
58:58 Coinbase Earnings & Armstrong’s Sell Plan
https://www.fool.com/earnings/call-transcripts/2026/10/30/coinbase-coin-q3-2026-earnings-call-transcript/
https://thedefiant.io/news/cefi/coinbase-ceo-armstrong-adopts-plan-to-sell-up-to-1-31-billion-in-shares
1:02:53 STRC Back at $100
https://x.com/Strategy/status/2118036238741688626
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Not financial or tax advice. See our investment disclosures here:
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Source: Bankless Podcast
