The Kimera K39: A New Hypercar Approach

• Kimera, known for the Evo37/38 (restomod tributes to the Lancia 037), presents something completely different with the K39: a brand-new ground-up car.
• Tech: bespoke carbon-fiber tub, manual gearbox, rear-wheel drive, 5.0-liter twin-turbo V8 from Koenigsegg.
• Stats: 1,000 hp, 1,200 Nm torque, 1,100 kg target weight. Smaller turbos than the Jesko mean less power but even better throttle response.

First Impression: Raw Prototype

• The yellow car shown is a very early prototype, fresh from blasting up the Goodwood hill – finished only on the morning of the first day.
• Currently running just 0.2 bar of boost (around 600 hp), but the engine sounds loud, vicious, and aggressive.
• Driving feel: More stable than the Evo models thanks to a lower, wider chassis geometry, with classic Koenigsegg aggression in acceleration and response.

Interior & Outlook

• The interior is temporary, trimmed just to make the car presentable for Goodwood. Production will feature exposed carbon fiber and beautiful details.
• Start-up procedure: ignition, fuel, clutch, start.

Comparison: Evo38 Martini Edition

• Evo38 Martini: 2.1-liter four-cylinder with supercharger and turbo, 640 hp (up from 600), E85-compatible, raised rev limit.
• Pricing: Evo38 Martini around £1 million, K39 likely £2 million.
• Key differences: restomod based on a Lancia Beta Montecarlo vs. brand-new car; raspy rally four-cylinder vs. fire-breathing Swedish V8.

Boss & Verdict

• Luca (ex-WRC driver and Kimera boss) takes the wheel and confirms: the K39 keeps the motorsport DNA, even though it is more circuit-oriented.
• Early signs are very good, but there is a long way to go before the finished product. The K39 could give billionaires something to think about beyond the Ferrari F80 or McLaren W1.

💥 The Biggest Hack in Crypto History

• Bitcoin drops below $77,000, and the market is under heavy pressure.
• Binance was hit by a theft of $6.3 billion – part of it has already been frozen.
• The alleged entry point: a laptop of a Binance developer. Attackers gained access to internal systems and triggered withdrawals through a „backdoor.“
• Suspected culprits: North Korean hackers (group „TraderTraitor“), similar to the Bybit incident.
• Binance states: customer funds are safe, losses will be covered from its own reserves. Withdrawals are expected to resume within about 45 hours.

📉 Market Reaction & Context

• Despite the bad news, the reaction is milder than in previous eras – past hacks like Mt. Gox ($470M) once destroyed the market.
• Many altcoins are down significantly, but Hyperliquid surged as much as +20 % on huge news: the NYSE parent company wants to use Hyperliquid as a trading engine – another step toward tokenization and closer ties between crypto and Wall Street.

🛡️ Security & Exchange Risks

• No exchange is 100 % safe – even Binance was considered very secure. What matters most is how an attack is handled.
• Regulated platforms with insurance (e.g., OKX Shield) offer extra protection.
• Important: don‘t click random links, avoid panic moves, and manage your own risk.

📊 Stock Market: A Silent Bear Market?

• The S&P 500 is moving sideways, but many tech stocks are crashing: Intel -28 %, AMD and Qualcomm nearly -10 %, Dell -9 %.
• Many companies reported decent earnings, but expectations were simply too high – „good numbers, bad sentiment.“
• The sell-off is rotating through sectors rather than hitting everything at once – a „bear market within a bull market.“ Gold and silver are correcting too, oil is rising, and geopolitical uncertainty remains.

⚖️ Outlook & Portfolio Strategy

• $76,000 is a critical support level. Below that, $73,000 could be next, and in an extreme case $64,000/$60,000.
• Long-term, the host remains bullish on Bitcoin, but expects continued volatility and rough patches.
• In the portfolio challenge, positions were added below the $10,000 mark (including Apple, ServiceNow). Key principles: cash reserves, risk management, and independent decisions.

Bottom line: Crisis and opportunity are close together. Those who think long-term, diversify broadly, and avoid panic can use the turmoil – but only with clear risk management.

Key Takeaway

• Bitcoin is around $77,000, and the expected Q4 dump in a midterm year is taking shape.
• Historical patterns point to another possible low, though timing always remains uncertain.

Why the Dump Was Expected

• A weekly close below $83K for two consecutive weeks would confirm a fakeout to the upside.
• Many other markets (gold, silver, South Korean and Chinese indices) already show the typical structure of Q1 low, summer low, and Q4 low.
• Bitcoin had remained relatively strong compared to other assets – historically, a sharp catch-down often follows.

Macro vs. Technicals

• Technical analysis (RSI, MACD, golden crosses) looks bullish.
• The macro perspective is bearish, especially after September rate hikes in midterm years: Bitcoin usually holds up for about 1.5 months before the final Q4 low appears.
• Events like the SpaceX IPO or the upcoming Anthropic IPO can act as triggers – but narratives usually follow price, not the other way around.

Two Possible Scenarios

• Scenario 1: Quick crash – Bitcoin drops directly and finds a low soon, similar to the FTX collapse in 2022.
• Scenario 2: Another bounce – Bitcoin falls to the bull market support band, bounces, and then gets the final hit after the midterms. Historically, the lowest prices almost always occurred after the midterms.

Important Notes

• Apathetic tops tend to cause more fakeouts in both directions.
• In midterm years, the goal is often to preserve capital – not to maximize gains.
• Dollar-cost averaging (DCA) is recommended as a robust approach to avoid getting chopped up by short-term swings.
• Staying alert can reveal opportunities – not just in Bitcoin, but in many other markets as well.

Conclusion

History is repeating itself: Q1 low, summer low, Q4 low – even in 2026. Understanding this can help you position better and avoid being shaken by short-term narratives.

The Challenge of Large V60 Brews

The creator historically disliked V60 doses over 15-18g, believing linear scaling didn't work. This video introduces a new framework for a 30g brew that focuses on sweetness and body without sacrificing clarity.

The "2+ Cup" Approach (30g)

Parameters:

• Coffee: 30g
• Grind: Slightly coarser than for 15g (about half a number coarser on an Option-O 80 with SSP Brew Burrs)
• Water Temp: 85–88 °C (soft water is recommended to accentuate natural acidity)
• Hardness: 20-30 GH, 5-10 KH

The Pour Structure (The Key)

The secret is a gentle "triple bloom" to saturate the deep bed, followed by a fast final pour that acts like an immersion:

• 0:00: 90g gentle pour (spiral to center, ~5g/sec)
• 0:20: 70–80g pour
• 0:40: Top up to 200–210g
• 1:00: Fast center pour up to 450g total. This increases the perceived sweetness significantly.

Drawdown: 2:00 – 2:30 minutes.

Taste Profile & Results

• 30g Batch: Much sweeter (honey, ripe pear), fuller body, buttery texture. Lower floral notes, richer mouthfeel.
• 15g Batch: Higher floral complexity, sharper acidity, slightly thinner body.
• Target: ~16.5% extraction, ~1.25% TDS.

Key Takeaways

• This is a framework, not a rigid recipe. It uses the deeper bed to its advantage.
• Don't worry about grounds sticking to the walls—it helps filter fines.
• The final center pour is the key to unlocking sweetness.

Conclusion: A revolutionary method for anyone looking to brew a truly delicious big batch (2+ cups) on a V60.

The Attack Timeline

• On October 29, starting at 20:05 UTC, on-chain trackers reported unusual outflows from Binance hot wallets. At 20:24 UTC, the Ethereum wallet Binance 14 was drained in a single transaction worth about $2.5 billion.
• The attack then expanded to hot wallets on Bitcoin, Tron, Arbitrum, Optimism, Avalanche and Solana – stablecoins, BTC, ETH and many other tokens were stolen.
• Binance paused deposits and withdrawals worldwide. Former CEO CZ confirmed the hack, Co-CEO Yi He said user funds were safe, and Binance.US was not affected.

Attack Vector

• Initial findings suggest the attack started with the compromise of a DevOps engineer's laptop. The attackers gained access to a service container in Binance's backend infrastructure and used it to authorize unauthorized withdrawals.
• On Ethereum, the attackers used EIP-7702 to turn a hot wallet into an automated “sweeper” that drained its balance and also redirected new deposits to the attacker.
• Binance says there are no signs that cold storage or master keys were compromised; the exact transaction authorization process is still under investigation.

Perpetrators and Damage

• Blockchain analysis firms such as TRM Labs, Elliptic and Chainalysis suspect North Korea's “Trader Traitor” unit (part of the Lazarus Group). This has not yet been officially confirmed.
• At roughly $6 billion, this is the largest exchange hack in history – the previous record was $1.5 billion (Bybit, February 2025).

Freezing and Mitigation

• Binance plans to cover all losses from its SAFU fund and its own balance sheet. The loss equals about 4% of its roughly $160 billion in assets under management.
• Tether froze $1.6 billion in USDT, Circle froze over $800 million in USDC, Ripple froze about $200 million in RLUSD, and Aave paused affected lending pools.
• In total, $2.5 to $3 billion (40–50%) of the stolen funds were frozen. However, over $570 million in ETH has already moved through Tornado Cash, Uniswap and cross-chain bridges.

Market Impact

• Bitcoin fell from around $81,000 to a low of about $76,400 – the weakest level since mid-September. At the time of writing, BTC was recovering near $78,500.
• Within 24 hours, about $1.5 billion in derivative positions were liquidated, nearly 90% of them longs.
• BNB dropped 5–8% to around $680, and Ethereum fell about 5%.
• Despite the biggest hack in crypto history, user funds remain protected and the industry is actively working to contain the damage.

📊 Bitcoin Price Predictions: Bears vs. Bulls

• Jason Calcanis (Bear): Bitcoin will never hit another ATH. "Dump it all now." AI investor on a victory lap. Prediction: Bitcoin falls below $57k.
• Willy Woo: 10,000 Monte Carlo simulations → Median $1.5 million (2034). 2028 top between $240,000 and $413,000.
• Bitwise: Base case $1.6 million per coin (2036). Bull case: $3.6 million. Bear case: $131,000.
• Alex Thorn / Michael Nado: Bottom confirmed. Focus on 50-week moving average (~$76k). Nado target: $200k - $375k for this cycle.

Our Take: Four-year cycles are dead, but the store of value thesis is intact. Current bears make us bullish.

🏦 Macro: Fed & Inflation

• Fed Decision: Rates unchanged (10:2 vote, 2 for hike). Polymarket sees 80% chance of a December rate hike.
• Sticky Inflation: PCE at 3.6% (3 months trending up). Oil at $111/barrel – Iran escalation risk could push inflation higher. Consumer sentiment low, spending high.

🚀 Hyperliquid & Tokenization Conquer Wall Street

• ICE (NYSE) & Trade XYZ building on Hyperliquid: A CFTC-regulated perpetual futures venue in the US. Hyperliquid hits all-time highs (+17%).
• Industry Giant Support: Stanley Druckenmill's first tweet in over 8 years! Elon Musk retweets.
• Tokenized Stocks: ICE/OKX list stocks (Nvidia, Apple). 30 firms file SEC veto to delist. WSJ ad warns CEOs ("Common Sense Leadership Fund"). Robinhood lists them offshore anyway. "Price discovery" is increasingly migrating onchain (e.g., after hours).

🎰 Robinhood Chain: Hype or Bubble?

• Q3: $50M Revenue - BUT: September earnings collapsed from $8.3M/day to $32K/day (99.6% drop).
• Vlad pledges investment. Memecoin holders demand more chain support and listings. Debate about casino economics vs. sustainable growth.

⚖️ Zcash: The Treasury Curse

• Block Reward Mechanic: 20% of issuance (8% committee, 12% coinholder vote) goes to grants.
• Treasury Explosion: $125M war chest, spending ~$6M/year, inflow ~$68M.
• Spending Drama: $550k for a booth at a "Sexpo" convention. Severe political infighting leading to calls for ending the subsidies (terminate grants).

🔥 Venice & Buyback Economics

• Record Burn: Over 1M VVV burned in October. 1% daily burn growth.
• Hybrid Buyback Model: From subscriptions, API credits & profit. Praised for value accrual, criticized for diverting from reinvesting in growth (Amazon vs. dividend debate).

💡 Quick Hits & Coin-Tool

• Athena: 12% yield on USD in the Athena Pay app (leveraged, caution advised).
• Anthropic IPO: $1.5 - $2 trillion market cap? Ryan is not a buyer (AI bubble, many competitors like DeepSeek, token commoditization akin to L1 wars).