↔️ Markets tried to find a floor After a choppy stretch that put BTC, ETH and SOL in clear downtrends, price action finally showed signs of stabilizing as buyers tiptoed back in and liquidity pockets held. It wasn’t a full mood swing, more like “okay, we’ve suffered enough” energy, but it set the stage for a better week if macro stops heckling. (Blockworks) 

🫠 Shutdown relief rally: prices pop as D.C. blinks. Crypto caught a quick tailwind as signs grew that the U.S. government shutdown would end within days, pushing BTC, ETH and XRP higher into the new week. Policy uncertainty has been a wet blanket for weeks. So even a temporary ceasefire helps risk take a breath. Vibes matter, and so do functioning regulators. (Decrypt)

🔮 Polymarket called it first again Speaking of shutdown…over the weekend, traders on Polymarket were already leaning hard into “shutdown ends soon,” and spot prices dutifully followed as that probability climbed. It’s becoming increasingly hard to argue with the importance of prediction markets and their relevance to the financial markets. They are increasingly a live sentiment oracle for macro-meets-markets moments. (CoinDesk)

⏳ ETF flows flipped (finally)

After weeks of steady outflows, spot crypto ETFs finally saw money flowing back in, a small but meaningful sign that investor confidence is returning. Although flows don’t set the headlines, they do set the mood, and the market always feels calmer when new capital starts coming through the door again. It’s a tentative reversal, but if it continues into mid-November, it could mark the end of the post-October funk. (Blockworks)

🏹 Robinhood’s crypto pulse The company’s quarterly market update highlighted three takeaways: resilient crypto engagement, ongoing product expansion, and a clearer compliance story as it eyes more global growth. We understand this to translate as: fewer fireworks, more foundations. This is exactly what you want if this is the “build the rails” phase before the next mania. Retail doesn’t need a catalyst, it needs an on-ramp. (Decrypt)

🔏 Ledger weighs a New York IPO Hardware-wallet maker Ledger is reportedly exploring a New York listing or sizable raise, signaling that security infra is gearing up for the next adoption wave. With self-custody demand growing higher every time the news gets weird, a bigger balance sheet could fund new devices, services, and a lot of marketing. (CoinDesk)

🇪🇺 Strategy found more dry powder in Europe Michael Saylor’s Strategy raised $715 million across European venues to keep doing… exactly what it does: buy more Bitcoin. Agree or disagree with the treasury strategy, but the playbook is consistent, scalable, and apparently still fundable. This is proof that institutional BTC theses didn’t die in October’s chop. Saylor’s gonna Saylor. (Decrypt)