The freeze button decided who lost
Binance lost about $6.3 billion on October 29. Roughly $3 billion was frozen within hours. What could be frozen, and what could not, is the real story of this hack season.
Who holds the off switch
Edition No. 01 · November 4, 2026The week in 3 numbers
- ~$3.0B Reported frozen within hours Binance
- ~$3.3B Not reported frozen derived
- ~5,900 messages Messages from 50 game agents YC Labs: Agents in Games
Also in this issue
The agents lost where you could count
DoorDash handled 993 million orders last quarter. Outside AI agents have placed several hundred since they were switched on. A 50-agent colony in Minecraft sent 5,900 messages and never took off. Where agents get measured, the numbers are small.