Riot Platforms is one of the largest listed bitcoin miners in the US. Its third-quarter report says it sold 10,599 bitcoin in three months and held 2,418 at the end of September, down from 11,380 in June.

Over the first nine months of the year it sold 20,264 bitcoin, for about $1.5 billion. Riot also said it has signed a 15-year, $28 billion lease to host an AI lab's computers at its site in Corsicana, Texas. It didn't name the lab.

Last quarter Riot sold far more bitcoin than it mined, and now it is renting its site to an AI company. Its quarterly profit fell to $4 million from $104.5 million a year earlier.

Arthur Hayes, who co-founded the exchange BitMEX and now runs the fund Maelstrom, published an essay overnight on the big AI share listings. SpaceX is already listed, Anthropic has filed to list and he expects OpenAI to follow. He says each sells a small slice of its shares first, and insiders can sell theirs in the months after.

By his count, shares worth about 83% of Anthropic could come up for sale by June 2027. If the company lists at $1.5 trillion, buyers would have to find about $1.2 trillion just to hold the price where it started.

Hayes thinks the share prices will sag instead. Then lenders get nervous about AI, banks lend less, and there are fewer dollars around for crypto.

His fund is staying out of the market for now. He also expects central banks to print money in the end, and he tells bitcoin holders to be patient.

If you hold bitcoin, a miner with an AI offer now has a reason to sell coins it once kept. And if Hayes is right, the AI listings will take in money that might have come to crypto.

STRC, the dividend-paying preferred stock Michael Saylor's Strategy sells to pay for bitcoin, touched $100 on Wednesday for the first time since May. Strategy has said it doesn't intend to sell new STRC below $100 a share.

It got there after about $2.25 billion of buybacks by Strategy between July and November 1.

Between April and June, Strategy raised $5.46 billion selling STRC and spent it on bitcoin. Between July and September, with the stock under $100, it sold none. It has room to sell another $17.51 billion.

Its latest filing reports no new sales. If STRC stays at $100, the largest corporate holder of bitcoin can raise money to buy more, and the next filing will say whether it has.

Crédit Mutuel Arkéa, a French banking group, confirmed on Wednesday that attackers moved money out of its own account. It's the theft ZachXBT, the on-chain investigator, flagged on Tuesday without naming the victim.

The bank says the attackers got in through an outside service provider's platform and sent the money to other financial institutions. From there it may have been turned into crypto. Arkéa wouldn't confirm the reported €118 million ($133 million) but called it the right order of magnitude.

Some of the money has been blocked, the bank says, and customers' assets weren't touched.

On Sunday traders cheered a wallet they took for a whale buying the ether dip. ZachXBT says it was moving about $63 million of this money. A large purchase on-chain tells you that coins moved, and nothing about whose they were.