US Stock Futures Dive Further

According to Lookonchain's monitoring, Bitcoin mining company MARA Holdings transferred 1,000 BTC to Bitgo six hours ago, in a transaction suspected to be a sell operation, valued at approximately $80.19 million.

A Reuters/Ipsos poll completed on Monday shows Trump’s public approval rating has risen to 32%, up 1 percentage point from last week. In the generic congressional ballot survey, 47% of registered voters said they would vote for the Democratic Party, 36% for the Republican Party, and another 11% were undecided. The gap between the two parties stands at 11 percentage points, narrowing by 1 point from the previous round of the same poll conducted through October 19. As a result, the Republican Party remains in a tight race for control of Congress: if it loses its majority in either the House of Representatives or the Senate, Trump will face greater obstacles advancing his policy agenda in the final two years of a potential second presidential term. National generic congressional ballot polls reflect voters’ overall leanings on congressional control, but do not directly reflect the specific dynamics of races in individual states and districts. Political analysts generally believe the Democratic Party has a chance to win control of the House, but faces a bigger challenge to take the Senate; the Republican Party still holds structural advantages in some congressional districts.

It seems that Bitcoin mining company MARA Holdings (@MARA) dumped 1,000 $BTC($80.19M) 6 hours ago.

Wintermute released its weekly market report yesterday, stating that BTC fell 2.43% last week to around $80,500, marking its third consecutive weekly decline and retesting the $80,000 threshold. U.S. spot ETFs saw a net outflow of $636 million on Thursday, the largest single-day outflow since June. Wintermute noted that BTC is currently correlated with the performance of AI-related stocks, and the market’s reaction to Wednesday’s FOMC meeting and subsequent inflation data is critical: if the FOMC adopts a hawkish tone or inflation comes in higher than expected, it could trigger a sell-off of assets including BTC. The firm added that it is not bearish on the market outlook, but remains cautious until the FOMC meeting concludes and BTC rebounds back above $82,500, with the key support level at $76,000.

Decentralized exchange protocol Balancer announced that during an inventory of DAO assets, it unexpectedly discovered over $500,000 in assets and unclaimed rewards left in the protocol by external users and institutions, including entities such as Ethena and Gauntlet. Some liquidity assets on Balancer v3 are recorded internally via the Vault, so they cannot be properly displayed on block explorers or asset management tools like DeBank; additionally, some users have withdrawn their v2 liquidity but still hold unclaimed rewards. Balancer noted that it has notified relevant asset owners, and some institutions have already begun withdrawing funds. Earlier, the Balancer community approved a proposal to gradually wind down protocol operations, with some liquidity pools switching to withdrawal-only mode on October 30.

Yesterday, Anthropic officially filed for an initial public offering (IPO). Per the cash flow statement in its S-1 filing, the company raised approximately $140 billion in cash between 2023 and the first half of 2026 via preferred stock, convertible bonds, and SAFE agreements. Of that total, $110 billion was raised in the first half of 2026 alone, including $65.2 billion in Series H funding. As of June 30, 2026, the company’s available cash stood at roughly $132 billion, consisting of $112.4 billion in cash and equivalents plus $19.3 billion in short-term investments, with an additional $2.5 billion in restricted cash. Additional funding sources include a $15 billion undrawn revolving credit facility (expanded in September 2026) and up to $77 billion in partner note financing: $20 billion from Google, $15 billion from Amazon tied to computing milestones, and $42 billion from Broadcom earmarked exclusively for lease payments. IPO proceeds will add to this total, putting Anthropic’s cash holdings above those of tech giants including Amazon, Meta, and Microsoft, and second only to Alphabet, Google’s parent, which holds $242 billion in cash. However, Anthropic’s projected expenditure figures show it has committed roughly $37 billion annually to SpaceXAI alone for computing power starting in December 2026, with total computing power commitments reaching between $780 billion and $810 billion.