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Bitcoin
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Affairs
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No. 166 · 9 Nov 2026
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In partnership with
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MARKET SNAPSHOT
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BTC / USD
$74,486
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24H CHANGE
-1.9%
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ALL-TIME HIGH
$124,749
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FROM ATH
-40.3%
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The best sector of 2026 isn't tech. It's energy, up around 40% this year while most investors chased chip stocks. Get the #1 energy stock free, and we'll text you the name. Show Me the Energy Stock.
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Strategy adds 1,036 BTC, pushing corporate hoard above 850,000 coins
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Strategy said it bought 1,036 BTC for $81.9 million between November 2 and November 8, lifting its total holdings to 850,364 BTC. The company also repurchased $188.3 million of STRC preferred shares, underscoring that the biggest corporate bitcoin holder is still using equity markets to keep accumulating into weakness.
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Coinbase wins final OCC charter for federally regulated crypto custody
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Coinbase said it received final approval from the OCC to charter Coinbase National Trust Company, moving its institutional custody business into a federal framework. The approval adds more regulated U.S. custody infrastructure for large allocators and is another step in crypto’s integration with traditional financial plumbing.
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| Regulation Macro |
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Bitcoin breaks below 50-week support as liquidations top $1 billion
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Bitcoin closed below its 50-week moving average for the first time since September and briefly fell under $74,000, according to The Block. More than $1 billion in leveraged crypto longs were liquidated over 24 hours, signaling another sharp leverage flush as sentiment stays fragile.
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Inflation week puts Fed and risk assets back on edge
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Markets are turning back to Tuesday’s CPI and Friday’s PPI after last week’s strong jobs report reinforced higher-for-longer rate fears. Axios says Wall Street expects headline CPI to run at 3.9% year over year, a setup that could keep pressure on both equities and bitcoin if inflation surprises hot again.
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≡
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COMMENTARY
VOICE FROM THE NETWORK
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Last Time Stocks Looked Like This, the Nasdaq Fell 78%
In 1999, everyone was sure the internet would change the world, and they were right. But that didn’t stop the Nasdaq from losing 78% of its value over the next two and a half years, or keep Cisco, briefly the most valuable company on Earth, from falling more than 80%.
Today the story is AI, and the setup looks uncomfortably familiar. A handful of tech giants carry the whole market, everyone owns the same names, and anyone who raises a warning gets told this time is different.
That’s the exact phrase investors heard in 2000.
We just released a free report naming 10 stocks built for what comes next: companies with real cash flow, pricing power and balance sheets that can take a hit if the AI trade cracks. Get it free before 2027 gets here.
Big Week Ahead For Crypto Holders 🚨
▫️ 9th November: US market opens after Jensen Huang's scandal
▫️ 10th November: US CPI and Core CPI data will be released.
▫️ 11th November: Japan's PPI data will be released.
▫️ 12th November: US Home Sales data, 5 Fed officials will speak
▫️ 13th November: US PPI and Core PPI data will be released.
The most important one is CPI and PPI data, as they'll decide the Fed's interest rate move for December.
20 reposts 80 replies 360 likes
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bitcoin just closed below its 50 week moving average after holding above it for 7 consecutive weeks
two other times (2011-12 & 2019-20) btc closed below its 50w after reclaiming it post-bear bottom
neither of those times did the bear make a new lower low (weekly close data) https://t.co/CeDKMr6WZU
37 reposts 39 replies 457 likes
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🇺🇸 BREAKING: U.S. Senator Richard Blumenthal sends letter to Tether, Binance, and two Trump-linked crypto firms demanding records in the ongoing Senate investigations before January 4, 2027.
The incoming chair of the Senate Permanent Subcommittee on Investigations is examining alleged illicit crypto flows, including the use of Tether’s USDT in Iran’s shadow banking network, and the Trump administration’s dealings with crypto firms.
World Liberty Financial and Fight Fight Fight LLC, the firm behind the $TRUMP memecoin, were asked to start handing over records by November 30.
That inquiry focuses on foreign investments and potential conflicts of interest in Trump-family crypto ventures.
Blumenthal warned the panel would consider “alternative measures” if the firms miss the January deadline.
54 reposts 37 replies 365 likes
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BREAKING: 🇺🇸 Coinbase has received full approval from US banking regulators to operate a federally regulated crypto trust bank.
Massive for crypto adoption.
201 reposts 106 replies 2.0K likes
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NEW: El Salvador bought another BTC for its Strategic Bitcoin Reserve today 🇸🇻
They now own 7827 BTC worth $593.4 million! 👏 https://t.co/Nm67jVoD8K
183 reposts 116 replies 1.6K likes
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Why artificial intelligence will buy all of the bitcoin https://t.co/dkxamDwQAC
184 reposts 62 replies 772 likes
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