Election eve dominates the hour, but the sharpest signals run across three tracks: the midterms, the Iran war and a record crypto breach. A day before the vote, Solicitor General D. John Sauer asked the Supreme Court to force California to separate mail ballots tied to over 20,000 suspected noncitizens, after a district judge and a divided 9th Circuit panel both refused 1,2. Separately, a federal magistrate judge threw out charges against former FBI officials Nikki Floris and Bradley Benavides over the Hunter Biden laptop, saying the government's procedure could only be described as weaponization 3,4. Michigan's Senate race turned acrimonious when Democrat Haley Stevens endorsed Republican Mike Rogers, and the state party chair said she is no longer a party member 5. Abdul El-Sayed raised $1.2 million after the endorsement 6 and leads Rogers 53% to 42% in a NYT/Siena poll 5. In Texas, Talarico leads Paxton 49% to 46.5% in the RealClearPolitics average 7. Iran overhangs the vote. Indirect talks in Doha ended after three days with no deal, with reports that Washington could resume strikes after the November 3 midterms 8. Even so, Brent slid more than 6.5% to as low as $105.55 on signs of a possible breakthrough 9, and crude fell over 7% on news that both sides are pursuing diplomacy 10. The Iranian Navy says a tanker caught fire after striking a naval mine east of the Strait of Hormuz
. Vitol's CEO projects global oil demand falling about 3 million barrels a day in 2026 following the war 11. In crypto, the record $6.3 billion Binance hack keeps rippling 12. Binance says its recovery was funded entirely from its own balance sheet 13, and net customer outflows reached $4.6 billion 14. Tether froze over $1.5 billion of funds linked to the hack, which is attributed to North Korea 15, and Elliptic flagged the first mixing of the proceeds, about $2.2 million through coinjoins 16. On Ukraine, the Melania Trump-brokered Oleshky ceasefire ran from October 27 to November 1 17. Ukrainian officials accused Russia of using it to reinforce positions 18, and the Kremlin ruled out similar operations for now 19. Zelenskyy reported 18 killed in a Russian strike on Komyshuvakha that hit an aid distribution point and a school 20. Putin also ordered private data centres to reserve 10% of their capacity for the state 21. In AI and markets, Marvell agreed to buy Lumentum for $115 billion 22, Anthropic heads to its IPO with a $567 million operating loss 23, and an AI selloff has left the S&P 500 about 4% below its peak 24.
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