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November 1, 2026, 8:50 PM
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memeorandum
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| Kevin Whitelaw / Bloomberg: |
The FBI attributes the $6.3B Binance hack to North Korea's elite hacking unit TraderTraitor, which the agency has also blamed for the $1.5B Bybit hack in 2025 — The FBI said that North Korea was responsible for stealing more than $6 billion in cryptocurrencies in a brazen hacking attack on Binance.
More: FBI, Cointelegraph, Reuters, Insurance Journal, Bitcoin News, Inc.com, Seoul Economic Daily, Security Affairs, PCMag, Digital Trends, Taipei Times, Bitcoinist.com, QUE.com, The Guardian, ZeroHedge News, Hackread, Bitcoin Insider, Euronews, Türkiye Today, RTÉ, American Greatness, Hürriyet Daily News, The Verge, Cyber Security News, Blockchain.News, Fox Business, The Hacker News, TheStreet, The Independent, Agence France-Presse, CoinDesk, New York Post, The Information, NewsMax.com, New York Times, Financial Times, France 24, and The Asia Business Daily
X: @binance, @_richardteng, @cz_binance, @banthisguy9349, @tayvano_, @rapidresponse47, @tanuki42_, @hrkrshnn, @darkwebinformer, and @fbicyberbranch
Forums: r/programmingHungary and r/Bitcoin
| Reuters: |
Binance has started resuming withdrawals in phases, including for BTC and ETH, after covering 95% of the $6.3B in tokens stolen in the hack by TraderTraitor — Binance, the world's biggest cryptocurrency exchange, said it would resume withdrawals in phases after covering 95% of the $6.3 billion … | Zack Abrams / The Block: |
Binance says net outflows were $3.64B, or 2.1% of assets, in the 9.5 hours after it began restoring withdrawals; DefiLlama puts 24-hour net outflows at $4.05B — The exchange said the outflows equal 2.1% of its assets and that withdrawal volumes have eased after an initial spike.| Bloomberg: |
A look at Binance's efforts to contain the hack, including creating a global war room of ~100 people, coordinating with other crypto firms and the FBI, and more — The biggest crypto hack in history began with a rehearsal. — As trading hummed along on Binance at midweek … | Axios: |
OpenAI plans a post-midterms policy and PR blitz, pushing mandatory “speed limits” for powerful AI and rebranding its data centers as “AI compute campuses” — Right after Tuesday's midterms, OpenAI will unleash a policy and PR blitz to try to get in sync with the new Washington …
More: Business Insider, Gizmodo, TechCrunch, and Implicator.ai
X: @rob_flaherty, @rob_flaherty, @andrewcurran_, @choblin29, @viacristiano, @sc_cath, @mikenellis, @kimmonismus, @alexbores, @bradrcarson, @rohanpaul_ai, @maymailman, and @gregoryconti19. Bluesky: @tcarmody. Mastodon: @carnage4life@mas.to. Forums: r/singularity
| Amir Efrati / The Information: |
Google's data center energy head says space data centers cost up to 100x more than Earth-based ones, and US power supply is sufficient but permits are slow — Data centers in space could cost up to 100 times as much as those on Earth, Google's head of data center energy said this week …
More: The Deep View. X: @smdcapital, @realjimchanos, @ramez, @sameer_singh17, @mikaelxeeland, and @derrick_dao
Bluesky: @carnage4life, @lauridonahue, and @jessefelder.com
| Jon Caramanica / New York Times: |
How IShowSpeed became YouTube's top livestreamer with 62M+ subscribers, as his 24/7 “IRL streams” that last days mingle childlike wonder with teenage mischief — IShowSpeed in Las Vegas during the Speed Does America bus tour. — With seven minutes left in the second quarter … | Debby Wu / Bloomberg: |
DeepSeek open sources Super-Agent, a coding agent research prototype it says proactively monitors developer group chats for coding issues and suggests solutions — DeepSeek has released a prototype of a more autonomous coding agent as it seeks to challenge Anthropic PBC's popular Claude Code.| Allon Sinai / CTech: |
ServiceNow confirms it acquired Israeli startup Sweep to speed up customers' migrations to its CRM, for an undisclosed price estimated at hundreds of millions — Bill McDermott said rollouts now take “a month ... 30 days, 60 days” for large companies, as ServiceNow pushes into CRM.| Gunjan Banerji / Wall Street Journal: |
Solve: the cost of insuring against debt defaults at hyperscalers Amazon, Alphabet, Microsoft, Meta, and Oracle has hit its highest level since 2021 — With trillions riding on the artificial-intelligence trade, investors, traders and tech executives alike are hunting for high-stakes protection| John Herrman / New York Magazine: |
How “get-paid-to” apps like Freecash, briefly a top five App Store app in September, pay users small sums to play games and help publishers find big spenders — Is getting paid to scroll a symptom of the economy or its entire future? — Last year, Jeremiah's TikTok started feeding him ads for a new way to make money.
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| Andrew Fedorov / The San Francisco Standard: |
A look at VC-backed glossy magazine Colossus, whose glowing profiles of Zuckerberg and other tech titans win industry praise, while Kara Swisher says it is PR — Inside tech's corner offices, there's no love left for the news media. “I think you're the problem, the media,” …
X: @jonsteinberg31, @arashmassoudi, @andrewfed, @jeffreyw5000, @hshaban, @mediaevan, and @hitsamty. Bluesky: @reckless
| Dean Takahashi / GamesBeat: |
Saudi Aramco acquires a 49% stake in AI startup Humain, contributing ~$2.6B in cash in 2026 plus AI, compute, and digital assets; Saudi Arabia's PIF retains 51% — Join the Leaders Making Gaming's Next Big Deals. GamesBeat NEXT brings 500+ executives, CEOs, founders, and investors to San Francisco … | Shane Burke / The Information: |
Analysis: candidates backing a data center moratorium could win up to 15 of 36 US governors' races on Tuesday, including in Texas, Ohio, Michigan, and New York — As data centers have gone from obscurity to the top of voters' minds, midterm candidates are taking a stance on the issue.
More: The Real Deal and Wired
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Newest
Leo Schwartz / The Information:
Letter: the White House argues it doesn't have to share the full draft of its voluntary AI testing framework, citing national security and commercial exemptionsFind
5 minutes ago
Geoff Weiss / Business Insider:
Hyperbolic, which lets companies rent AI compute across ~30 neoclouds, raised a $30M Series A-1 led by Lip-Bu Tan's Walden Catalyst; it has raised $50M to dateFind
35 minutes ago
Bloomberg:
A look at Binance's efforts to contain the hack, including creating a global war room of ~100 people, coordinating with other crypto firms and the FBI, and moreFind
1½ hours ago
Jon Caramanica / New York Times:
How IShowSpeed became YouTube's top livestreamer with 62M+ subscribers, as his 24/7 “IRL streams” that last days mingle childlike wonder with teenage mischiefFind
2½ hours ago
Dean Takahashi / GamesBeat:
Saudi Aramco acquires a 49% stake in AI startup Humain, contributing ~$2.6B in cash in 2026 plus AI, compute, and digital assets; Saudi Arabia's PIF retains 51%Find
3½ hours ago
Axios:
OpenAI plans a post-midterms policy and PR blitz, pushing mandatory “speed limits” for powerful AI and rebranding its data centers as “AI compute campuses”Find
4½ hours ago
John Herrman / New York Magazine:
How “get-paid-to” apps like Freecash, briefly a top five App Store app in September, pay users small sums to play games and help publishers find big spendersFind
5 hours ago
From Mediagazer
Jasper Ward / Reuters:Shaun Walker / The Guardian:
Frédéric Durand / What's on Netflix:
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| Harry Lambert / Colossus: |
X: @davidlee, @maxbodach, @patrick_oshag, @stevemoraco, @emundz42, @colossusmag, and @ngoel
LinkedIn: Paul Semenza and Colossus
Earlier Picks
| Berber Jin / Wall Street Journal: |
More: PYMNTS.com, WOWTALE, TechCrunch, CNBC, Yahoo Finance, Wccftech, The Decoder, CoinGape, and Financial Times
X: @edzitron, @grady_booch, @jason, @edzitron, and @conorsen. LinkedIn: Tim Freestone. Bluesky: @jessefelder.com
Forums: Hacker News, r/mlscaling, r/wallstreetbets, and r/BetterOffline