🚨HUGE: Warren Buffett's Berkshire just spent $9.6 BILLION on stock, after Buffett sold stocks for THREE straight years. The $9.6 BILLION went into Berkshire's OWN shares, its first buybacks since 2024, a sign new CEO Greg Abel believes the company is undervalued, per FT. Buffett shed stocks on a net basis in each of his final three years in charge, before retiring at the end of 2025. This week, the AI selloff erased $3 TRILLION from US stocks in a single day. Berkshire's cash pile tops $350 BILLION, ready in the middle of the crash. One investment chief says Berkshire will "take advantage if the AI infrastructure [trade] implodes."

AI Chip Stocks Bounce After Global Rout—But Is the Bubble Starting to Burst?

⚠️ALERT: Crypto wallets created with Google or Apple logins are being hit by unauthorized transactions. Keplr, the main wallet of the Cosmos ecosystem, paused both login options after users reported the thefts. The incident originated at Web3Auth, the login service owned by MetaMask's parent Consensys, which says it has gone into "maintenance mode due to a security incident." Web3Auth claimed nearly 50 MILLION users across more than 8,200 apps when Consensys bought it last year, per The Block. Keplr's co-founder estimates about 20% of its Google and Apple login accounts are affected, but says only "a fraction" of those has been exploited and the rest "may be recoverable." Wallets created with a recovery phrase or hardware wallet are NOT affected, and Web3Auth says there is no evidence MetaMask users are impacted.

Fed's Daly Says More Rate Hikes Are Likely Needed. San Francisco Fed President Mary Daly said Friday that further interest-rate increases will likely be needed to curb inflation, while stressing that their timing and size remain undecided.

These are sophisticated heists. They’re sitting in the systems for weeks and weeks and weeks.” SEAL researcher @tayvano_ joins @renato_mariotti and @RebeccaRettig1 on this week’s @CoinDesk Policy Protocol to break down the $6.3B Binance hack, the industry’s race to freeze stolen funds, and how fake IT workers get hired. 00:00 - Welcome to The Policy Protocol 01:15 - Unpacking the Midterms: Is the CLARITY Act Dead? 03:12 - A 'Terrible Night for Crypto'? 06:16 - A 'Rump CLARITY' in the Lame Duck? 07:20 - CFTC Approves Stock Perps 10:28 - The $6.3B Binance Hack: SEAL's Taylor Monahan Joins 11:11 - Could Any Rulebook Have Stopped the Binance Hack? 13:01 - Why Hackers Target Crypto, and Why Banks May Be Next 15:20 - Keeping North Korean IT Workers Out 18:52 - Tether, Circle and the Industry-Wide Freeze 22:54 - Why the Feds Want Freezes Without Court Orders 25:00 - Person of the Week: ZachXBT

Robinhood Legend adds support for XDC and VIRTUAL. @RobinhoodApp's 'Legend' platform has announced official trading support for the native tokens behind both @XDCNetwork and @virtuals_io. Robinhood Legend is a free, browser-based desktop trading and analysis platform built by @RobinhoodCrypto for intermediate, and advanced traders.

🔥INSIGHT: Trust has to be earned, and exchanges still have work to do. Speaking to @itsciaranlyons, @Han_Gate, founder and CEO of @Gate, said crypto exchanges need to do more to show the public that user assets are secure. Catch why he thinks transparency matters on #CHAINREACTION.

🔥 INSIGHT: Coinbase CEO Brian Armstrong says he supports tokenizing Coinbase stock to attract more shareholders and make ownership accessible to more people.

Paraguay's ex-President Peña faces prosecutors after impeachment, house arrest

China Adds 830,000 Ounces of Gold to Reserves. China's official gold reserves rose by 830,000 ounces in October to 78.30 million ounces, according to figures published Saturday, while the dollar value of those holdings declined.

ICYMI: "It might be that intraday repo is a really compelling use case for you if you are a global bank that needs sterling for two hours in the morning." DTCC's Tom Pikett on why the tokenized collateral pitch is optionality. One bank's pain is intraday liquidity, another's is moving collateral between CCPs, and DTC still sits behind the tokenized entitlement.

BREAKING: Berkshire Hathaway more than doubled its stock buybacks in Q3 2026, repurchasing $9.6 billion of its own shares. This brings total buybacks in 2026 to $14.4 billion, marking a sharp reversal after the company paused repurchases for nearly 22 months. Berkshire also revealed that it has been a net buyer of stocks in 2026, with net purchases hitting +$11.2 billion YTD. This compares to net stock sales of -$10.6 billion over the same period in 2025. Berkshire is deploying capital again.

🚨Larry Ellison's Oracle is officially on track for its WORST year since 2001. Oracle shares have lost 40% in 2026, a deeper fall than in any year except 1990 and 2001 since the company went public in 1986. The year has unraveled one deal, one downgrade and one sell-off at a time: 1. June: Its annual report showed about 21,000 fewer employees than a year earlier, and said AI adoption has led to job cuts. 2. July: S&P cut its credit rating to one notch above junk over its AI spending. 3. August: The cost to insure its debt against default hit its highest level since the 2008 financial crisis, per Bloomberg data. 4. Nov 2: It raised $20 BILLION, selling 86 MILLION new shares at $116 and bonds paying up to 8.65%. 5. Nov 4: It scrapped a $7 BILLION deal to lease about 100,000 AI chips to Tencent after US pressure, per FT. 6. Nov 6: Microsoft is winding down its deal to rent AI computing power from Oracle, per Bloomberg. Shares now sit nearly 65% below their September 2025 record.

🇺🇸LATEST: Elon Musk says he is “happy to cancel” any SpaceX contracts the U.S. government criticizes. Musk claims government contracts account for less than 10% of SpaceX’s revenue this quarter and less than 5% a year from now and is willing to cancel any contract the government no longer wants. He also said that SpaceX revenue this quarter alone will be substantially higher than NASA’s ENTIRE annual budget!

🔥INSIGHT: How fast is crypto moving in the Middle East? According to @AndreyLazorenko, CEO of @ADI_Foundation, the "numbers speak for themselves." He walked @itsciaranlyons through the region's momentum on this week's #CHAINREACTION.

Here's what you need to know about the anonymous creator behind the memecoin phenomenon that is @Shibtoken $SHIB ⬇️

⚡️ UPDATE: Google clarified that schools can disable its AI tools individually without losing access to Google Search, following reports that schools would have to choose between the two.

Sony Axing Game Discs Will Have Outsized Impact on Low-Income Gamers, Experts Say

🔥INSIGHT: Bitcoin has hit escape velocity, according to @1markmoss. The Market Disruptors founder told @itsciaranlyons that as long as Bitcoin stays decentralized and secure, he sees nothing that would derail it, government regulation included. With BlackRock and JPMorgan backing it, Moss argued on #TRADESECRETS that Bitcoin is now "too entrenched to fail."

🔥INSIGHT: One year of mainnet, and the UAE is only getting started. @ADI_Foundation CEO @AndreyLazorenko joined @itsciaranlyons to share how bullish he is on the UAE crypto industry and what comes next for ADI Chain. He also looks back on the network's first year live in the full episode of #CHAINREACTION.