Episode Details

Block height: 922,897 • Moscow Time: 965 • Fees: 1/1/1

Markets & Flows

• CoinShares weekly flows: https://coinshares.com/research/digital-asset-fund-flows-weekly

• Mid-week inflows: https://www.theblock.co/post/308970/bitcoin-ethereum-etf-inflows

• Nov 5 tape: https://www.theblock.co/post/309044/bitcoin-etf-outflows-mid-week

• CME OI rising: https://www.coindesk.com/markets/2025/11/06/cme-bitcoin-futures-open-interest-increases

Macro & Policy

• GENIUS Act comment window closed: https://www.reuters.com/markets/us/us-treasury-seeks-comments-stablecoin-rules-2025-10-31/

• Regulatory shift: https://www.coindesk.com/policy/2025/11/04/us-crypto-regulation-reversing-course/

• Treasury retaining seized BTC: https://apnews.com/article/us-government-bitcoin-seized-assets-2025

• Trump 50-year mortgages: https://www.reuters.com/world/us/trump-floats-50-year-mortgage-policy-2025-11-09/

• Trump $2,000 stimulus: https://www.theblock.co/post/309204/trump-proposes-2000-stimulus-from-tariff-revenue

Mining / AI

• Hashprice & hashrate: https://www.coindesk.com/tech/2025/11/05/hashprice-sinks-hashrate-climbs

• Difficulty projection: https://www.coinwarz.com/mining/bitcoin/difficulty

• Marathon earnings + AI: https://www.coindesk.com/business/2025/11/06/marathon-ai-hpc-data-centers-earnings

• CleanSpark expansion: https://www.globenewswire.com/news-release/2025/11/06/clean-spark-power-contract-ai-campus.html

• Riot October production: https://www.globenewswire.com/news-release/2025/11/05/riot-platforms-october-production

• Applied Digital & Macquarie: https://www.reuters.com/technology/applied-digital-macquarie-investment-2025-09-30/

Lightning / Adoption

• Square LN rollout: https://bitcoinmagazine.com/business/square-enables-lightning-for-merchants

• Cash App LN features: https://bitcoinmagazine.com/markets/cash-app-adds-ln-payment-tools

• Retail LN pilots: https://www.theblock.co/post/309108/us-retailers-pilot-bit