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Welcome to the 154th edition of Sharding Weekly!
2026/11/2 - 11/8
Some Highlights:
🔸Democrats win both the US House and Senate
🔸House Democrats plan to fold Waters’ crypto bill of rights into a broader market structure bill expanding SEC oversight over the CFTC
🔸House Democrats plan a wider crypto market structure bill next Congress
🔸Elizabeth Warren expected to chair Senate Banking alarming Wall Street and crypto
🔸US added 165,000 jobs in October with unemployment down to 4.1%. Both beat expectations
🔸The 401(k) crypto rule is now at the White House for final review
🔸CFTC approves perpetual futures trading on individual US stocks
🔸Morgan Stanley becomes one of the first major banks to tokenize US stocks and bonds onchain
🔸Democrat calls for pausing advanced AI and banning superintelligence as the party takes Congress
---
đź“°News
$BTC
•Coinbase increases its Bitcoin holdings to 18,000 BTC
•Strategy bought 811 BTC
•Strategy’s $STRC hits $100 for the first time since May
•Strive acquired 124 BTC
$ETH
•BitMine adds 8,573 ETH
AI
•Abu Dhabi signs four AI deals with OpenAI covering government, energy, and investment
•OpenAI launches Images 2.6
•OpenAI raises $11B at a $1.25T valuation
•Major investors doubt Anthropic can hit a $1.5T IPO valuation
•SpaceX, Anthropic, and OpenAI IPOs face up to 83% insider dilution by June 2027
•@Muse launches voice conversations with its AI assistant
Others
•South Korea postpones crypto taxation to 2029
•Hong Kong passes crypto tax reporting law for exchanges
•Kazakhstan puts $100M into crypto funds including Brevan Howard Digital
•Kalshi launches first US-regulated single stock perps with $300M traded day one
•Hyperliquid Strategies files for FCM status with the CFTC to serve US clients on HIP-3 markets
•Brazil’s largest crypto exchange Mercado Bitcoin suspends transfers following a reported $40M hack
•NEAR Intents blocked over $500M in quotes from the Binance hackers
---
đź“–Good Reads
•@a16zfrontier - When software stops being the moat
•@citrini - State of the Themes
•@daisydwolf - The State of Longevity
•@binance - 29 October Binance Security Incident: Initial Findings and Response Update
•@kwharrison13 - The McDonaldization of Venture Capital
•@thedankoe - The most lucrative AI business to start in 2027
•@RohOnChain - How to Use Grok Bot to Build a Team of AI Trading Agents
•@minnus - Pearl: Bitcoin for AI?
•@UberEng - Securing AI Agents: Lessons From Real-World Deployment
•@DualityResearch - One Last Hurdle Before Year-End
•@_SEAL_Org - TraderTraitor vs Contagious Interview - A Look at Binance’s Initial Incident Report
---
đź’°Crypto Fundraising
DeFi
•@soter_insure - $TBD Series B led by @galaxyhq
RWA
•@uraniumdigital_ - 16.5m Series A led by @bcap
Infrastructure
•PropHub - $TBD Strategic led by @MerchantSeven
Prediction Markets
•@crshmarket - 3.5m Seed led by @6thManVentures
Brokerage
•@StableStock - $TBD Strategic
•@lo_tech - 12m Series A led by @MMC_Ventures
Payments
•@BloquoFinance - 3.7m Seed led by Triaxis Capital and Crescera Capital
•@TakenosApp - 7m Extended Seed led by @NorthIslandVC and @RoadCapMgmt
Wallet
•@unruggable_io - 500k led by @colosseum
That’s all🥂
---
If you feel this thread is helpful, welcome to follow @ciaobelindazhou @cchungccc
Thank you for all your support!
Have a great day!
Full content 👇
x.com/ShardingCapita…
2026/11/2 - 11/8
Some Highlights:
🔸Democrats win both the US House and Senate
🔸House Democrats plan to fold Waters’ crypto bill of rights into a broader market structure bill expanding SEC oversight over the CFTC
🔸House Democrats plan a wider crypto market structure bill next Congress
🔸Elizabeth Warren expected to chair Senate Banking alarming Wall Street and crypto
🔸US added 165,000 jobs in October with unemployment down to 4.1%. Both beat expectations
🔸The 401(k) crypto rule is now at the White House for final review
🔸CFTC approves perpetual futures trading on individual US stocks
🔸Morgan Stanley becomes one of the first major banks to tokenize US stocks and bonds onchain
🔸Democrat calls for pausing advanced AI and banning superintelligence as the party takes Congress
---
đź“°News
$BTC
•Coinbase increases its Bitcoin holdings to 18,000 BTC
•Strategy bought 811 BTC
•Strategy’s $STRC hits $100 for the first time since May
•Strive acquired 124 BTC
$ETH
•BitMine adds 8,573 ETH
AI
•Abu Dhabi signs four AI deals with OpenAI covering government, energy, and investment
•OpenAI launches Images 2.6
•OpenAI raises $11B at a $1.25T valuation
•Major investors doubt Anthropic can hit a $1.5T IPO valuation
•SpaceX, Anthropic, and OpenAI IPOs face up to 83% insider dilution by June 2027
•@Muse launches voice conversations with its AI assistant
Others
•South Korea postpones crypto taxation to 2029
•Hong Kong passes crypto tax reporting law for exchanges
•Kazakhstan puts $100M into crypto funds including Brevan Howard Digital
•Kalshi launches first US-regulated single stock perps with $300M traded day one
•Hyperliquid Strategies files for FCM status with the CFTC to serve US clients on HIP-3 markets
•Brazil’s largest crypto exchange Mercado Bitcoin suspends transfers following a reported $40M hack
•NEAR Intents blocked over $500M in quotes from the Binance hackers
---
đź“–Good Reads
•@a16zfrontier - When software stops being the moat
•@citrini - State of the Themes
•@daisydwolf - The State of Longevity
•@binance - 29 October Binance Security Incident: Initial Findings and Response Update
•@kwharrison13 - The McDonaldization of Venture Capital
•@thedankoe - The most lucrative AI business to start in 2027
•@RohOnChain - How to Use Grok Bot to Build a Team of AI Trading Agents
•@minnus - Pearl: Bitcoin for AI?
•@UberEng - Securing AI Agents: Lessons From Real-World Deployment
•@DualityResearch - One Last Hurdle Before Year-End
•@_SEAL_Org - TraderTraitor vs Contagious Interview - A Look at Binance’s Initial Incident Report
---
đź’°Crypto Fundraising
DeFi
•@soter_insure - $TBD Series B led by @galaxyhq
RWA
•@uraniumdigital_ - 16.5m Series A led by @bcap
Infrastructure
•PropHub - $TBD Strategic led by @MerchantSeven
Prediction Markets
•@crshmarket - 3.5m Seed led by @6thManVentures
Brokerage
•@StableStock - $TBD Strategic
•@lo_tech - 12m Series A led by @MMC_Ventures
Payments
•@BloquoFinance - 3.7m Seed led by Triaxis Capital and Crescera Capital
•@TakenosApp - 7m Extended Seed led by @NorthIslandVC and @RoadCapMgmt
Wallet
•@unruggable_io - 500k led by @colosseum
That’s all🥂
---
If you feel this thread is helpful, welcome to follow @ciaobelindazhou @cchungccc
Thank you for all your support!
Have a great day!
Full content 👇
x.com/ShardingCapita…
View quoted post on X
