Arthur Hayes has reduced his long positions in ETH, ENA, ETHFI, LDO, AAVE, and UNI. — EmberCN

Kazakhstan, Russia, Uzbekistan to boost gas transit volumes, says President Tokayev

The United States and Ukraine are collaborating on a joint venture to produce drones, with American firm AIRO Group and Ukrainian company Nord Drone Group forming AIRO Nord-Drone. The partnership aims to develop and manufacture drones for Ukraine, the U.S., and NATO members.

The United States aims to completely eliminate Russian gas from Europe's energy supply, the Financial Times reports.

White House considering potential military actions against Venezuela, sources say.

Japan's Prime Minister suggests the potential for hosting U.S. nuclear weapons on its territory, Mainichi reports.

Bloomberg Analyst: XRP ETF attracted $26 million in trading volume in the first 30 minutes, surpassing previous forecasts of $17 million. The ETF is well-positioned to surpass BSOL's $57 million and may become the year's largest launch.

Tether to invest €1 billion in AI robotics startup Neura. Further details available here.

U.S. weekly natural gas storage data from the EIA shows an injection of 45 billion cubic feet, compared to analyst expectations of a 34 billion cubic feet increase and a prior week increase of 33 billion cubic feet.

X5 announces dividend of 368 RUB per share for 9M 2025.

Senator Rubio rejects EU authority to define international law and questions its right to dictate U.S. national security measures.

Prediction platform Polymarket has quietly reactivated in the U.S. in beta mode, according to Bloomberg.

Aero and Velodrome to merge into a single protocol, Aero, launching on Ethereum and Circle Arc blockchains; Aero holders will receive 94.5% of the new token, Velodrome holders 5.5%.

Senior White House Advisor Hassett says government shutdown will impact GDP this quarter, with growth forecast between 1.5% and 2%.

Russian Finance Ministry raises 1.856 trillion rubles via OFZ auction on Nov. 12, surpassing 2025 borrowing target; record volume driven by two new floaters, with overall placements reaching 1.86 trillion rubles through Wednesday.

Nickel prices, which have been declining since 2022, are expected to recover only above $16,800 per ton by 2028, analysts say. The decline is attributed to overproduction, weak demand from China's steel sector, and fluctuating sentiment among EV manufacturers. Production restrictions in Indonesia may help support price stabilization. — Ъ

Bitwise's Spot LINK ETF now listed on DTCC website; appears under ticker #CLNK, as part of standard procedures ahead of planned launch.

U.S. Federal Reserve Experiences Internal Divisions Over Possible December Rate Cut; Some Members Favor Holding Steady Amid Persistent Inflation — WSJ

MOSCOW, [Date] — "Positive Group" may consider dividend payments starting in 2026, said Yuri Marinichev, the company's investor relations director, during the "Markets.Results" program on RBC TV channel.

European stocks reach new record highs.

The Italian FTSE MIB Index hits 14-year high.

Arthur Hayes acquires UNI tokens, Lookonchain reports.

Senate Majority Whip Thune scheduled to hold test vote today on ending government shutdown amid reports that a deal is nearing completion, according to Bloomberg. An agreement to end the shutdown is reportedly close, Axios reports.

US to deny visas to immigrants with health issues including diabetes, obesity, cancer, cardiovascular diseases, or mental disorders if they are likely to require costly treatment or public benefits, CBS News reports.

Russia and China confirm no nuclear weapons tests underway, Kremlin says.

Trump becomes first U.S. president to host leaders from all five Central Asian nations at the White House, marking a move to decrease regional reliance on Russia and China, NYT reports.

Hungary agrees to buy roughly $600 million worth of LNG from the U.S. to avoid sanctions on Russian energy, RTRS reports.

Scientists report that a geomagnetic storm has begun on Earth.

U.S.-Hungary Event Set: At 19:30 MSK, Hungarian Prime Minister Viktor Orban to meet former President Donald Trump in Washington. The discussion is expected to begin with remarks centered on "world peace" and possible resolutions concerning Ukraine. Market sentiment on social media indicates optimism, with investors on the Moscow Exchange hoping the meeting will facilitate peace and lead to the lifting of sanctions against Russia by Nov. 10.

Hassett analysis signals greater economic impact from U.S. government shutdown; Q4 GDP growth revised downward, with notable losses in travel and leisure sectors.

Arthur Hayes reiterates bullish outlook on Zcash (ZEC), targets $1,000.

Kremlin spokesperson Peskov said that Russia does not believe today’s global situation is closer to nuclear war than during the Cuban Missile Crisis.

JPMorgan CEO forecasts US recession, timing uncertain.

Former President Trump reiterated the importance of "peace through strength," asserting that this strategy would deter potential adversaries from "fooling around" with the United States.

At 10:00 ET, the U.S. Supreme Court commenced hearings on the legality of former President Trump's tariffs. CNBC reports justices remain skeptical regarding the tariffs' legality. Trump characterizes the case as a "matter of life and death" for the U.S.

The ongoing government shutdown is estimated to be costing the U.S. economy around $15 billion weekly, Bloomberg reports.

Zohran Mamdani, a Democratic socialist, declared victory in New York’s mayoral race. Mamdani outlined intentions to reform the city's tax system, targeting loopholes exploited by wealthy individuals such as former President Donald Trump. Trump responded by warning he may curtail federal aid to New York amid concerns over the mayoral outcome.

Today's Highlights, Nov. 5, 2025: The U.S. Supreme Court is reviewing the legality of former President Trump's tariffs. In India, no trading activity is scheduled. Australia's PMI data will be released at 01:00 MSK. Bank of Japan's minutes are due at 02:50 MSK. China's PMI figures are expected at 04:45 MSK. Russia's PMI will be announced at 09:00 MSK. Germany's factory orders will be released at 10:00 MSK, with PMI data coming at 10:55 MSK. Eurozone's PMI and PPI reports are scheduled at 12:00 and 13:00 MSK, respectively. Brazil's PMI data is due at 16:00 MSK. U.S. ADP employment report will be released at 16:15 MSK, followed by PMI at 17:45 MSK. EIA crude oil stocks report is at 18:30 MSK. The ADIPEC 2025 conference is ongoing in Abu Dhabi. Major corporate earnings due today include Toyota, McDonald's, and Qualcomm.

Palantir Technologies CEO Alex Karp criticized investor Michael Burry for taking a short position against the company.

Saudi Aramco projects record oil demand of 106 million barrels per day in 2025, with forecasted steady growth through 2026, according to a presentation accompanying its financial report.

Australia's central bank maintains interest rate at 3.60%, meeting expectations and unchanged from previous rate. The bank noted an acceleration in inflation growth in October.

Trade resumes at SPB Exchange on Nov. 4, 2025, as Moscow Exchange remains closed. Japan releases manufacturing PMI; Australia announces central bank rate decision followed by press conference. EU's Lagarde to speak. US reports trade balance, factory orders, JOLTS job openings. Earnings reports from BP, Shopify, Norwegian Cruise, Pfizer, Ferrari, Uber, among others. ADIPEC 2025 ongoing Nov. 3-6 in Abu Dhabi, focusing on global oil and gas industry.

OPEC+ is actively working to reclaim its share in the global oil market, OPEC Secretary General says.

Turkey's consumer inflation for October was 2.5% MoM, below the forecasted 2.8% and the previous 3.2%, according to the SPB Exchange. Year-over-year, CPI increased 32.8%, marginally below the expected 33.2% and prior 33.3%.

OPEC+ countries to consider 137,000 bpd output hike in December; potential pause on further increases under discussion, sources say.

Upcoming major token unlocks reported by DropsTab.

BofA global client allocations in equities rise to 66% of assets under management; analysts caution that similar levels historically preceded global stock corrections.

Berkshire Hathaway's cash holdings reach a record $381 billion, reflecting Warren Buffett's stance that current market conditions are not conducive to equity purchases. The firm reported a net sale of shares in Q3 2025 and did not undertake share repurchases. Operating profit for the quarter increased 34% YoY. Additional information available in the report.

U.S. stocks led by the "Magnificent Seven" continue to bolster the S&P 500, which now derives a record 35% of its weighting from these seven stocks. The "Magnificent Seven" to S&P 500 ratio is also at an all-time high.

OPEC+ to decide on December oil output plan; meeting set for 17:00 MSK.