Yesterday’s Biggest Headlines

Crypto Market Watch

1. Bitcoin held near $80,400 after dipping to about $79,300 in Asia, leaving the original cryptocurrency little changed since midnight UTC as oil retreated and Wednesday’s Fed decision approached. CoinDesk said CME FedWatch showed about a 90% chance of no change this week and roughly an 80% chance of another hike in December, with Friday’s $138 million spot bitcoin ETF outflow still in focus.

2. Strategy filed an 8-K showing it bought no bitcoin last week and instead spent about $204.9 million repurchasing roughly 2.07 million STRC preferred shares. The Block reported holdings stayed at 848,517 BTC between Oct. 19 and Oct. 25, ending a five-week acquisition streak.

3. Canada opened a 60-day consultation on proposed Stablecoin Regulations that keep issuer-paid yield banned and require one-to-one reserves held at Canadian institutions. Canada Gazette said comments run through Dec. 23, with redemptions required within three business days and reserve assets limited to high-quality liquid instruments under Bank of Canada registration.

4. CoinDCX lost 15.99 million USDT after customers kept sending funds to deposit addresses retired following its July 2025 security breach and an automated sweep failed to clear the deprecated wallet. CoinDCX said users were still credited when deposits hit the old infrastructure, active wallets and trading were unaffected, and the company absorbed the loss after initially dismissing on-chain outflow alerts as a false alarm.

Equity Market Moves

5. Anthropic filed a Form S-1 with the SEC for a proposed IPO of Class A common stock, saying it intends to list on the Nasdaq Global Select Market under the ticker ANT. SEC registration materials and the company’s accompanying notice show share count and price range still undetermined, with Goldman Sachs and Morgan Stanley as lead underwriters; the prospectus disclosed about $16.3 billion of first-half 2026 revenue against an $80.7 billion net loss.

6. U.S. stocks closed higher Monday as tech caught a bid on Anthropic’s public IPO paperwork into a Fed-and-earnings week. Investopedia said the Nasdaq rose 0.8%, the S&P 500 gained 0.7%, and the Dow advanced 0.3%, with Tesla up about 5% after a Barclays upgrade while Meta slipped nearly 2% on plans to raise up to $95 billion for AI spending.

7. South Korea’s Kospi opened 0.92% lower at 5,499.05 as brokerages warned of further downside and Goldman Sachs cut its 12-month target by 25% to 9,000. The Korea Herald said Korea Investment & Securities flagged 5,200 as a potential floor after four losing weeks, thinning volumes, and persistent foreign selling into this week’s central-bank meetings.

Commodities Watch

8. Spot gold rose above $4,000 on Monday as softer oil prices cooled inflation concerns ahead of the Fed. CNBC reported spot gold up 0.6% to $4,020.60 an ounce by early afternoon, December futures settling 0.8% higher at $4,038.40, and silver near $54.01.

9. Brent crude settled 0.8% lower at $115.81 a barrel Monday while WTI fell 1.46% to $101.76 as Middle East diplomacy hopes cooled Friday’s spike. The Business Times said both benchmarks still hovered near six-month highs after Saudi, Turkish and Pakistani officials held talks in Tehran and Houthis claimed fresh strikes on Saudi targets.

Today’s Watchlist

• Digestion of Anthropic’s ANT S-1, including the $16.3B H1 revenue / $80.7B loss print, into Microsoft, Alphabet and Amazon earnings

• Whether bitcoin can hold the $80,000 handle into Wednesday’s FOMC pause-or-hike call

• Follow-through from Strategy’s STRC-first week and CoinDCX’s 15.99 million USDT retired-wallet loss

• Market reaction to Canada’s yield-ban stablecoin draft

• Whether gold defends $4,000 while Brent digests the $115.81 settle ahead of PCE and midterms

edgeX Market Lens

Monday’s tape was an IPO-and-hold session: Anthropic’s public S-1 put a frontier AI lab’s books on display under ticker ANT, U.S. tech caught the bid, and bitcoin held near $80,000 into the Fed while Strategy paused fresh BTC buys for a $205 million STRC repurchase. Crypto’s second half stayed operational and policy-heavy — CoinDCX absorbing a 15.99 million USDT hit on deprecated post-breach wallets, Canada keeping issuer yield banned in its stablecoin draft — while Korea’s Kospi opened under a Goldman target cut and commodities flipped Friday’s oil-over-gold script.

The near-term cross-asset question is whether Anthropic’s filing re-anchors the AI trade into hyperscaler earnings, or whether the $80.7 billion loss print and heavy compute commitments feed the same jitters hitting neoclouds. Against that, spot bitcoin still has to defend $80,000 through Wednesday’s FOMC, Strategy’s treasury model has to justify an acquisition pause, and exchange-ops headlines keep reminding traders that retired rails can create balance-sheet losses even when active wallets stay up. If IPO enthusiasm holds, ETF outflows cool, and Brent stops forcing December hike odds higher, risk assets get a cleaner midweek handoff. If AI multiple anxiety returns or oil re-spikes on Saudi infrastructure risk, even a landmark S-1 will trade second to leverage and energy.

For active traders, access matters when a mega AI IPO hits the tape, BTC defends $80,000 into the Fed, Strategy pauses buys for preferred-share support, and gold reclaims four handles while Brent cools from six-month highs. edgeX gives traders self-custodial access to crypto, Bitcoin, tokenized stock, and RWA perpetual markets around the clock.