NewsCryptoedgeX Daily Briefing, November 10, 2026: Bitcoin and Ether Lag as Nasdaq Surges

edgeX Daily Briefing, November 10, 2026: Bitcoin and Ether Lag as Nasdaq Surges

Author: edgeX Original·

Key Takeaways

  • •Bitcoin gained only 0.14% to $74,824.47 and ether 0.11% to $2,126.59, badly lagging the Nasdaq Composite's 2.7% jump to 25,253.14, Wall Street's best day since April.
  • •Roughly $1.2 billion in crypto positions were liquidated over 24 hours ahead of Tuesday's CPI report, with about $1.04 billion hitting longs, including $324 million in bitcoin, as traders priced an elevated chance of a December Fed hike.
  • •Senator Elizabeth Warren said she will target prediction markets and Trump-family crypto businesses when she takes over as Senate Banking Committee chair in the new year.
  • •Solana developers proposed retiring durable nonces, the offline-signing feature attackers used to drain at least $270 million from Drift in April, with the change barred from mainnet before May 5, 2027.
  • •Anthropic opened its IPO roadshow with a potential Nasdaq debut as early as the week of Nov. 16, after its S-1 showed $33.2 billion in revenue through the first nine months of 2026 alongside $895.4 billion in compute and infrastructure spending commitments.

Yesterday’s Biggest Headlines

Crypto Market Watch

1. Bitcoin rose just 0.14% to $74,824.47 and ether gained 0.11% to $2,126.59 by early Monday evening, badly trailing the Nasdaq Composite’s nearly 3% surge as digital assets failed to confirm Wall Street’s rebound. The Motley Fool said Solana also barely moved at $86.48, while spot bitcoin and ether ETF shares kept selling even as chip and mega-cap tech stocks recovered.

2. Bitcoin fell to about $73,667, its lowest level in more than two months, before rebounding near $75,000 as CoinGlass showed roughly $1.2 billion in crypto liquidations over 24 hours ahead of Tuesday’s CPI print. Decrypt said about $1.04 billion of those liquidations hit longs, with bitcoin positions alone accounting for $324 million, while traders priced an elevated chance of a December Fed hike after last week’s jobs beat.

3. Elizabeth Warren announced she will target prediction-market oversight and Trump-family crypto businesses when she becomes Senate Banking Committee chair in the new year after Democrats took the Senate. The Block said a Warren banking aide warned Big Tech CEOs, Administration officials, Trump family crypto businesses, Wall Street executives, and giant corporations to preserve documents and prepare for tough questions.

4. Solana developers proposed retiring durable nonces, the offline-signing feature attackers used to drain at least $270 million from Drift in April, with the change barred from mainnet before May 5, 2027. CoinDesk said the SIMD-0723 draft would force every transaction to use a recent blockhash and push custodians that sign on air-gapped machines to rebuild how they move coins.

Equity Market Moves

5. The Nasdaq Composite jumped 2.7% to 25,253.14, the S&P 500 rose 2.3% to 7,549.94, and the Dow climbed 2.2% to 52,389.75 on Monday, Wall Street’s best day since April as oil prices swung lower. WTOP relayed an Associated Press wrap that said the rebound clawed back more of last week’s midterms-and-AI wipeout even though Nvidia sank.

6. Anthropic opened its IPO roadshow window as soon as Tuesday, Nov. 10, after the SEC waiting period ended, putting a potential Nasdaq debut as early as the week of Nov. 16 in play. Yahoo Finance said the AI startup’s public S-1 showed revenue of $33.2 billion through the first nine months of 2026 after 1,206% growth, alongside $895.4 billion in compute and infrastructure spending commitments.

Commodities Watch

7. Spot gold climbed 1.7% to settle at $4,141.14 an ounce and gold futures rose 1.8% to $4,149.65 on Monday, reclaiming the $4,100 handle a day ahead of the U.S. CPI report. Investing.com said softer oil and a weaker dollar offset Friday’s jobs-driven rate-hike scare that had briefly knocked bullion.

8. Brent crude futures fell $5.34, or 5.4%, to $92.97 a barrel and WTI lost $3.68, or 4.1%, to $87.15 on Monday after President Trump said fresh Iran attacks were highly unlikely while talks progressed. CNBC said the slide extended crude’s post-midterms collapse even as Strait of Hormuz shipping attacks kept some supply risk in view.

Today’s Watchlist

• Whether bitcoin can reclaim and hold $75,000–$76,000 and ether the mid-$2,100s after Monday’s lag versus Nasdaq

• October CPI at 8:30 a.m. ET and the market’s December hike odds after last week’s jobs beat

• Digestion of Warren’s Senate Banking agenda on prediction markets and Trump-family crypto ventures

• Anthropic’s IPO roadshow kickoff and pricing path into a possible mid-November Nasdaq debut

• Gold’s hold above $4,100 and crude’s stay soft near ~$93 Brent / high-$80s WTI

edgeX Market Lens

Monday split the tape: equities staged their best session since April on cheaper oil, while bitcoin and ether barely budged near $74,824 and $2,127 after a $1.2 billion liquidation flush and another soft ETF session. Warren’s incoming Banking chair agenda hardened the post-midterms policy overhang, Solana’s durable-nonce sunset reminded traders that custody plumbing still carries exploit scars, and Anthropic’s roadshow green light kept AI equity supply in view even as the Nasdaq repaired. Soft crude helped gold reclaim $4,100 into CPI, but the same diplomacy bets that crushed oil also capped any panic bid for crypto beta.

The near-term question is whether Tuesday’s CPI can restore enough risk appetite for bitcoin to stop lagging equity rebounds, or whether Democratic crypto scrutiny, ETF hesitation, and still-elevated hike odds keep digital assets capped below the Nasdaq repair. Cheaper oil helps the inflation path on paper, yet a hot CPI would revive December hike fears and pressure both gold’s reclaim and any crypto bounce. If bitcoin defends the mid-$74,000s through the print, ether stabilizes above $2,100, and Anthropic’s roadshow digests cleanly while the Nasdaq holds Monday’s surge, last week’s flush can consolidate. If ETF selling re-accelerates, Warren headlines tighten, or gold’s $4,100 reclaim fails while oil snaps higher on fresh Hormuz escalation, the post-midterms reset will deepen.

For active traders, access matters when bitcoin and ether diverge from a Nasdaq surge, Washington’s crypto oversight hardens under Warren, and gold and oil again set the inflation backdrop into CPI. edgeX gives traders self-custodial access to crypto, Bitcoin, tokenized stock, and RWA perpetual markets around the clock.