Keystone makes hardware wallets. It confirmed that someone got into its website on October 20 and took customers' names, contact details, shipping addresses and order records. It says no seed phrases, keys or passwords were exposed. Keystone says it deletes customer records 180 days after an order in most cases. Some customers say their old orders were in the leak anyway.

Overnight a second wallet maker, Foundation, said owners of its Passport wallet had been getting phishing emails that quoted their own purchase details. It traced the emails to compromised Cloudflare API keys, the keys its website uses with the service in front of it. Passport devices and the funds on them are safe, it says.

Railway, a cloud host that crypto builders use, disclosed on October 21 that an intruder may have read the secrets its customers stored there. It told every user to change every key. Taylor Monahan, who investigates wallet drains, has tied about $371,000 of thefts across at least nineteen chains to private keys kept on Railway.

On Wednesday CoinDCX's chief executive Sumit Gupta called reports of a new breach at the Indian exchange "a false alarm". On Sunday the exchange confirmed $16 million is gone. The wallets were ones its attackers compromised in July 2025, the service that should have swept customer deposits out of them failed, and deposits kept landing in wallets the thieves still controlled. CoinDCX says it absorbed the loss.

The blockchains held in all four cases. The weak points were a shop's customer database, a web key, a developer's cloud account and a retired wallet nobody checked. If you bought a hardware wallet with your home address, assume that address is now on a list, and that the emails which follow will know your name. The device still works. The phrase on the card never goes into a website, an email or a support chat.

Bitcoin was $80,052 at 00:43 UTC this morning, down 0.9% on the day and the lowest reading in our daily series since September 18. Ether was $2,324.92, its lowest since mid-September. The US bitcoin funds sold $773.5 million over Thursday and Friday, and no US session has traded since.

The Fed meets Tuesday and Wednesday. On Polymarket, 94% say it leaves rates alone this week. The argument is about December. A Reuters poll of 100 economists found all 100 expect a hike then, and traders on Polymarket have a December hike at 77%.

So the hold is already in the price. What moves bitcoin on Wednesday is what Kevin Warsh says about December, and whether the statement leaves any room for a pause. Every daily reading in our series since September 19 has been above $80,000, Saturday's four hours under it aside. The cushion this morning is $52.

Jamie Coutts, Real Vision's chief crypto analyst, backtested the 200 largest tokens from 2022. He sorted them by quality: real fees, tight supply, money paid back to holders. The best third fell 50% over those four years while bitcoin rose 82%. Owning the good ones cost you money.

This year it reversed. The same top third is up 49% while bitcoin is down about 6%. Coutts has acted on it, going from a portfolio that was 80 to 85% bitcoin for years to about a third in layer-one chains and a fifth in DeFi tokens, up from nothing.

He says himself a single year is too short to prove much. He is not waiting for the second year. If you hold alts, the useful part is the screen itself. Fees, supply and payback separated the winners from the losers this year.