Geopolitics Alpha

Binance Reports $3.64 Billion in Outflows as It Resumes Normal Transactions

Published . Updated .

GEOPOLITICS ALPHABinance Reports $3.64 Billion inOutflows as It Resumes NormalTransactionsGEOPOLITICS ALPHA

The cryptocurrency exchange saw an immediate uptick in customer withdrawals, following the theft of $6.3 billion in tokens that has been linked to North Korea.

Directly affected

  • No company is named in this report.

Indirectly affected

  • IBIT iShares Bitcoin Trust-11.5% 30d

    iShares Bitcoin Trust: it follows bitcoin. Linked by “cryptocurrency” (crypto) in this story.

  • EWY iShares MSCI South Korea ETF-19.2% 30d

    iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“korea”).

  • COIN Coinbase Global-28.7% 30d

    Coinbase Global (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “cryptocurrency” (crypto) in this story.

  • MSTR Strategy-22.5% 30d

    Strategy (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “cryptocurrency” (crypto) in this story.

  • MARA MARA Holdings-9.9% 8d

    MARA Holdings (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “cryptocurrency” (crypto) in this story.

  • RIOT Riot Platforms-47.1% 30d

    Riot Platforms (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “cryptocurrency” (crypto) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
IBIT+4.24%+6.39%baseafter closeafter closeafter closeafter close
EWYNo price data for this ticker———————
COIN+11.38%+13.37%baseafter closeafter closeafter closeafter close
MSTR+7.15%+11.26%baseafter closeafter closeafter closeafter close
MARA+1.18%+8.88%baseafter closeafter closeafter closeafter close
RIOT-1.41%+13.21%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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The cryptocurrency exchange saw an immediate uptick in customer withdrawals, following the theft of $6.3 billion in tokens that has been linked to North Korea.

Source: The New York Times

iShares Bitcoin Trust ETF (IBIT) since this story, compared with the market

CompanyWhenMoveStatus
Coinbase Global (COIN)three days earlier+13.37%final price
Coinbase Global (COIN)five days earlier+11.38%final price
iShares Bitcoin Trust ETF (IBIT)three days earlier+6.39%final price
iShares Bitcoin Trust ETF (IBIT)five days earlier+4.24%final price
MARA Holdings (MARA)three days earlier+8.88%final price
MARA Holdings (MARA)five days earlier+1.18%final price
Strategy (MSTR)three days earlier+11.26%final price
Strategy (MSTR)five days earlier+7.15%final price
Riot Platforms (RIOT)three days earlier+13.21%final price
Riot Platforms (RIOT)five days earlier-1.41%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around iShares Bitcoin Trust ETF (IBIT)

Companies tied to this story

  • IBIT iShares Bitcoin Trust ETF

    iShares Bitcoin Trust ETF (IBIT) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Binance Reports $3.64 Billion in Outflows as It Resumes Normal Transactions.” Reason on file: iShares Bitcoin Trust: it follows bitcoin. Linked by “cryptocurrency” (crypto) in this story

  • EWY Ishares Msci South Korea Etf

    In “Binance Reports $3.64 Billion in Outflows as It Resumes Normal Transactions,” Ishares Msci South Korea Etf (EWY) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“korea”)

  • COIN Coinbase Global

    For “Binance Reports $3.64 Billion in Outflows as It Resumes Normal Transactions,” Coinbase Global (COIN) is linked, with no stored direction, medium confidence. Reason on file: Coinbase Global (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “cryptocurrency” (crypto) in this story

  • MSTR Strategy

    In “Binance Reports $3.64 Billion in Outflows as It Resumes Normal Transactions,” Strategy (MSTR) is linked, with no stored direction, medium confidence. Reason on file: Strategy (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “cryptocurrency” (crypto) in this story

  • MARA MARA Holdings

    For “Binance Reports $3.64 Billion in Outflows as It Resumes Normal Transactions,” MARA Holdings (MARA) is linked, with no stored direction, medium confidence. Reason on file: MARA Holdings (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “cryptocurrency” (crypto) in this story

  • RIOT Riot Platforms

    For “Binance Reports $3.64 Billion in Outflows as It Resumes Normal Transactions,” Riot Platforms (RIOT) is linked, with no stored direction, medium confidence. Reason on file: Riot Platforms (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “cryptocurrency” (crypto) in this story

iShares Bitcoin Trust ETF (IBIT)

iShares Bitcoin Trust ETF (IBIT) is the company in “Binance Reports $3.64 Billion in Outflows as It Resumes Normal Transactions,” the 1 Nov 2026 this story story.

iShares Bitcoin Trust ETF (IBIT) is on the page because iShares Bitcoin Trust: it follows bitcoin. Linked by “cryptocurrency” (crypto) in this story

Also listed, Ishares Msci South Korea Etf (EWY): iShares MSCI South Korea ETF holds stocks listed in South Korea, which this story is about (“korea”)

Dates and price levels for iShares Bitcoin Trust ETF (IBIT)

COIN traded between 136.89 and 192.80 across 20 sessions. The latest close on file is 143.28. EWY traded between 148.30 and 192.47 across 20 sessions. The latest close on file is 152.92. IBIT traded between 43.03 and 49.12 across 20 sessions. The latest close on file is 43.36.

What the saved facts support for iShares Bitcoin Trust ETF (IBIT)

46 out of 100

“Binance Reports $3.64 Billion in Outflows as It Resumes Normal Transactions” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.