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ADA$0.243down−1.73%ETH$2,660down−1.01%LINK$15.28down−1.04%SOL$116.70down−1.79%BTC$82,877down−0.70%XRP$1.47down−1.74%S&P 5007,684down−0.77%Nasdaq26,820down−0.92%Dow51,482down−0.67%RUT2,818down−0.69%TNX5.24%up+1.08%TYX5.56%up+1.04%FVX5.07%up+1.22%IRX4.06%down−0.32%VIX16.07up+8.07%GOLD$4,160.40down−0.19%SILVER$61.05down−1.08%OIL$93.63up+1.11%DXY101.22up+0.02%NVDA$228.86up+1.68%AAPL$338.40down−0.78%TSLA$357.45down−3.94%META$715.62down−4.79%MSFT$509.22down−1.35%AMZN$246.15down−1.41%GOOGL$342.75down−0.34%Fear & Greed73 — GreedADA$0.243down−1.73%ETH$2,660down−1.01%LINK$15.28down−1.04%SOL$116.70down−1.79%BTC$82,877down−0.70%XRP$1.47down−1.74%S&P 5007,684down−0.77%Nasdaq26,820down−0.92%Dow51,482down−0.67%RUT2,818down−0.69%TNX5.24%up+1.08%TYX5.56%up+1.04%FVX5.07%up+1.22%IRX4.06%down−0.32%VIX16.07up+8.07%GOLD$4,160.40down−0.19%SILVER$61.05down−1.08%OIL$93.63up+1.11%DXY101.22up+0.02%NVDA$228.86up+1.68%AAPL$338.40down−0.78%TSLA$357.45down−3.94%META$715.62down−4.79%MSFT$509.22down−1.35%AMZN$246.15down−1.41%GOOGL$342.75down−0.34%Fear & Greed73 — Greed
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Monday, September 28, 2026Live · 24/7 Newsroom
GOKHSHTEIN.
The Front Page of Everything
BreakingPolitics & Policy

News Outlets Say DOJ Sided With OpenAI for Political Gain

Major newspapers challenged the Justice Department's support for OpenAI in a copyright lawsuit, arguing the stance reflects Trump administration ties to AI companies rather than legal merit.

● Top storyBy The Political Desk3 min readUpdated 1m ago
News Outlets Say DOJ Sided With OpenAI for Political Gain
Digital AssetsBlockchain.com Eyes $500M IPO as Institutional Crypto Demand SurgesThe 90-million-user platform targets a $4B–$6B valuation, capitalizing on spot Bitcoin ETF inflows and elevated market sentiment.Macro & RatesOracle CDS Surge to 227 bps Shows Fallen Angel RiskOracle's five-year credit default swap spread jumped 15 basis points to a record 227.15 bps, pricing in downgrade risk that could strip $120 billion in bonds from investment-grade indexes.Sports BusinessVasilevskiy Tops New NHL Goalie Ranking for 2026-27An anonymous poll of goaltending experts ranks the top 45 NHL netminders, with Tampa Bay's Andrei Vasilevskiy leading the field.Research & AnalysisSubprime Auto Delinquencies Hit 30-Year High as Repossessions Surge 43%Delinquencies among subprime borrowers doubled since 2021, hitting 6.5% in January, as repossessions jumped to 1.73 million vehicles last year.
The Wire
6mU.S. EquitiesChevron, ExxonMobil Set to Gain on Middle East Supply Concerns017mTechnologyAnthropic's IPO Reveals $8B Operating Loss and Existential Risk Warnings0233mVoicesNate Geraci Questions Clarity of Treasury Guidance on ETF 351 Exchanges0347mWorldMigrant Crossings Shift to Longer, Riskier French Routes0443mVoicesJames Seyffart Highlights 'Absurd Price Inflation' in College Tuition0559mPolitics & PolicySenate Reaches Permitting Deal, Vote Delayed Past Midterms061hU.S. EquitiesCrescent Energy Trades at 73% Discount to Peers Ahead of 45% EPS Beat071hU.S. EquitiesAnthropic's IPO Filing Sets Valuation Test for AI Pure-Plays08
Gokhshtein Retail Money Index · Sep 2845Balanced · -14 vs. priorThe weakest signal is crypto breadth: 7 of 40 tracked sectors up on the day.Method and history
Market WallFull Markets
BTCBitcoin
$82,877−0.70%
ETHEthereum
$2,660−1.01%
SOLSolana
$116.70−1.79%
XRPXRP
$1.47−1.74%
SPXS&P 500
7,684−0.77%
NDXNasdaq 100
26,820−0.92%
GOLDGold
$4,160.40−0.19%
DXYDollar Index
101.22+0.02%
VIXVolatility
16.07+8.07%
OILCrude Oil
$93.63+1.11%
PoliticsAll
DOJ Sues Kansas Schools Over Transition Plans Without Parental Consent
DOJ Sues Kansas Schools Over Transition Plans Without Parental Consent
4h ago · 3 min
02Goldberg's Holocaust Remarks Reignite Debate on Race, History03Alito Recuses From Climate Lawsuit a Week Before Arguments04Trump Pitches $5,000 Adult Dividend, Drawing Fire Over Cost05Fed Study Links Biden Immigration Surge to Higher Housing Costs
TechnologyAll
Modal Labs Valued at $15.75B as AI Inference Startups Chase Razor-Thin Margins
Modal Labs Valued at $15.75B as AI Inference Startups Chase Razor-Thin Margins
3h ago · 3 min
02SpaceX Starship Reaches Orbit, Deploys High-Capacity Starlink V303AMD's $8.2B World Labs Bet: Spatial AI as GPU Moat04Meta-Led GIFCT Strips External Oversight as Six Experts Resign05Meta's Enterprise AI Play: Can Desai Turn Research Into B2B Revenue
SportsAll
Hornets Waive No. 8 Pick Dillingham Two Days After Trade
Hornets Waive No. 8 Pick Dillingham Two Days After Trade
4h ago · 3 min
02MLB, Players Union Far Apart on Salary Cap as 2026 CBA Deadline Nears03Dodgers' Playoff Run Approaches Over MLB Labor Talks04NFL Demands DHS Remove Dawkins Video in Border Post05LeBron James Recounts Near-Knicks Move, Declares Championship Intent with 76ers
ResearchAll
AMD's $8.2B World Labs Bet: Spatial AI as Nvidia Counter
AMD's $8.2B World Labs Bet: Spatial AI as Nvidia Counter
3h ago · 3 min
02SEC Buyback Guidance: Functional Networks Escape Howey Classification03Wells Fargo Upgrades Sweetgreen on Automation Unit Economics04Retail Pulse: Infrastructure Leads the Rotation as Bitcoin Leads Retail Chatter05Nvidia's $150B Buyback Authorization Shows AI Cash Dominance Through 2028

The Breakdown

Original analysisMore Breakdowns
Solana: How Its Speed Engine Works and Why It MattersThe Breakdown
The Breakdown

Solana: How Its Speed Engine Works and Why It Matters

Solana's Proof of History mechanism enables parallel transaction processing. Here's how the network operates, what SOL does, and the real risks ahead.

By Gokhshtein MediaSeptember 26, 20263 min read
More Breakdowns
Polygon's POL Token Powers Ethereum's Scaling Solution
By The On-Chain Desk · 9d ago
Polygon's POL Token Powers Ethereum's Scaling Solution
Circle's Arc: Bridging Traditional Finance to Blockchain
By The Digital Assets Desk · 11d ago
Circle's Arc: Bridging Traditional Finance to Blockchain
Sky: From MakerDAO to Multi-Chain Stablecoin
By The On-Chain Desk · 16d ago
Sky: From MakerDAO to Multi-Chain Stablecoin
Curve: The Stablecoin Engine Powering DeFi Liquidity
By The On-Chain Desk · 20d ago
Curve: The Stablecoin Engine Powering DeFi Liquidity

Digital Assets

10 storiesAll Crypto
Binance Bitcoin Reserves Drop 20,000 Coins as 13,800 BTC Exit in Single DayDigital Assets
BreakingDigital Assets

Binance Bitcoin Reserves Drop 20,000 Coins as 13,800 BTC Exit in Single Day

The exchange's largest single-day Bitcoin withdrawal since 2023 signals investors moving coins into self-custody, tightening available supply as price holds above $83,000.

By Gokhshtein MediaSeptember 28, 20263 min read
Latest in Crypto
01
BitMNR Ethereum Holdings Top 6M ETH as Lee Shows Bull Market
By The Digital Assets Desk · 6h ago
BitMNR Ethereum Holdings Top 6M ETH as Lee Shows Bull Market
02
Chainlink Hits $14.89 as Whale Accumulation Surges 2.5M LINK
By The Digital Assets Desk · 7h ago
Chainlink Hits $14.89 as Whale Accumulation Surges 2.5M LINK
03
Bitcoin Could Drop to $39K-$55K as Whales Hold 5X Institutions, Terpin Warns
By The Digital Assets Desk · 8h ago
Bitcoin Could Drop to $39K-$55K as Whales Hold 5X Institutions, Terpin Warns
04
California Bans Memecoins, Injecting Political Risk Into Culture-Driven Tokens
By The Digital Assets Desk · 9h ago
California Bans Memecoins, Injecting Political Risk Into Culture-Driven Tokens

DeFi & On-Chain

12 storiesAll DeFi
Euro Stablecoin Market Cap Hits $900M; EURC Commands 62.6% ShareDeFi & On-Chain
BreakingDeFi & On-Chain

Euro Stablecoin Market Cap Hits $900M; EURC Commands 62.6% Share

Euro stablecoins reached $900M in market cap post-MiCA, with EURC leading and monthly transaction volume surging ninefold.

By Gokhshtein MediaSeptember 28, 20263 min read
Latest On-Chain
Apollo Economist: AI Agents Already Driving DeFi Liquidity Rotation
By The On-Chain Desk · 3h ago
Apollo Economist: AI Agents Already Driving DeFi Liquidity Rotation
Bitget Resumes Phased Withdrawals After $388M Exploit
By The On-Chain Desk · 4h ago
Bitget Resumes Phased Withdrawals After $388M Exploit
Robinhood Chain Memecoin Ring Extracted $18.43M via Pons V2 Tax Bypass
By The On-Chain Desk · 5h ago
Robinhood Chain Memecoin Ring Extracted $18.43M via Pons V2 Tax Bypass
Hyperliquid, Pump.fun Drive $640M Buyback Surge as Protocols Link Revenue to Token Value
By The On-Chain Desk · 6h ago
Hyperliquid, Pump.fun Drive $640M Buyback Surge as Protocols Link Revenue to Token Value
Protocols & Flows
Fomo's Daily Revenue Tops Pump.fun as Social Trading Platform Gains
7h ago
Buterin Maps Ethereum's Post-Hegotá Shift to Cryptographic World Computer
8h ago
Citi, Coinbase Expand Stablecoin Payment Rails for Corporates
12h ago
Microstrategy Acquires 1,665 BTC, Repurchases $151.7M in STRC Stock
12h ago

U.S. Equities

8 storiesAll Equities
Corteva's Mid-Cap Drop and Vylor's Index Entry Trigger Forced Flows on Oct. 2U.S. Equities
BreakingU.S. Equities

Corteva's Mid-Cap Drop and Vylor's Index Entry Trigger Forced Flows on Oct. 2

MSCI's reclassification of Corteva to mid-cap and simultaneous inclusion of spinoff Vylor will force massive portfolio rebalancing, creating distinct directional pressure on both stocks.

By Gokhshtein MediaSeptember 28, 20263 min read
Today's Movers
Full Screener
More Equities
U.S. Equities
Oura Eyes $16B Nasdaq IPO: Smart Ring Maker Targets 18x Sales Multiple
4h ago
U.S. Equities
AAR's $1.8B MRO Holdings Bet Targets $5M-Plus Annual Maintenance Cycles
5h ago
U.S. Equities
Honda, Toyota Minivans Surge as Price-Conscious Families Flee SUVs
7h ago
U.S. Equities
Senate NIL Bill Threatens ESPN, Fox, Nike Margins
8h ago

Markets & Macro

11 storiesAll Macro
AMD's $8.2B World Labs Deal Tests IG Bond Supply AppetiteMacro & Rates
BreakingMacro & Rates

AMD's $8.2B World Labs Deal Tests IG Bond Supply Appetite

The acquisition likely triggers corporate debt issuance, potentially compressing spreads in a crowded M&A calendar.

By Gokhshtein MediaSeptember 28, 20262 min read
Tariff Deal Compresses Curve as Bond Market Prices Lower Inflation Path
17h ago
TotalEnergies Boosts Buybacks, Dividend on Oil, Gas Strength
18h ago
European Corporate Use Hits Breaking Point — 22% Debt Surge Leaves One in Six Firms at Risk
19h ago
Rates & Yields
Global Macro
Macro & Rates
South Korea 3-Year Yield Hits 4.014% — Highest Since November 2023
20h ago
Macro & Rates
Dollar, Oil Surge on Iran Tensions — Fed Rate-Cut Bets Crushed
22h ago
Macro & Rates
Ringgit Outperforms Region on AI Chip Demand, FDI Strength
Yesterday
David Gokhshtein
David Gokhshtein
Founder
@Gokhshtein on XAbout David
Editor’s ReadSeptember 28, 2026

TotalEnergies Q2 Net Income Surges 68% on Oil Price Gains and Refining Margins

The French energy major reported adjusted net income of $6 billion, driven by higher crude prices, refining margins, and trading gains, enabling a dividend increase and $1.5 billion share buyback authorization.

“TotalEnergies SE reported adjusted net income of $6 billion for the second quarter of 2026, up 68 percent from $3.578 billion in the year-earlier quarter and up 12 percent from Q1 2026. The earnings ”

David GokhshteinSeptember 28, 20263 min read
Read David’s Analysis

Latest News

All Stories
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Elizabeth Warren Calls for 'Bill With Real Teeth' on Big Tech
2h ago
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Andy Constan Says High Term Premiums Suggest Bull Case for Assets
3h ago
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Quantitative market analysis · Updated every 60 seconds
Live
Open GMarkets
Market Signals
C
Market Grade
Neutral — Mixed Signals
Market Sentiment
FearGreed
73 — Greed
BTC: -0.70% — Trading at $82,877
-0.70%
ETH: -1.01% — Trading at $2,660.38
-1.01%
SOL: -1.79% — Trading at $116.70
-1.79%
DXY: 101.22 — Dollar strengthening (+0.02%)
Strong
Market Structure
BTC/ETH ratio: 31.2 — Bitcoin dominant
31.2
S&P 500 at 7,683.69 — down -0.77% today
-0.77%
VIX at 16.1 — Normal volatility
16.1
Gold at $4,160.40 — risk appetite increasing
$4,160.40
Crude at $93.63 — energy prices rising
+1.11%
David's Direct Read
XRP: -1.74% at $1.47
-1.74%
LINK: -1.04% at $15.28
-1.04%
BTC: -0.70% at $82,877
-0.70%
ADA: -1.73% at $0.2428
-1.73%
SOL: -1.79% at $116.70
-1.79%
Live Prices
Cardano
ADA/USD
$0.243
down−1.73%
Ethereum
ETH/USD
$2,660
down−1.01%
Chainlink
LINK/USD
$15.28
down−1.04%
Solana
SOL/USD
$116.70
down−1.79%
Bitcoin
BTC/USD
$82,877
down−0.70%
XRP
XRP/USD
$1.47
down−1.74%
Full Market Data →
S&P 500
7,683.69
down59.72 (-0.77%)
Nasdaq
26,820
down248.34 (-0.92%)
Dow Jones
51,482
down347.11 (-0.67%)
Russell 2000
2,817.91
down19.64 (-0.69%)
NVDA
NVDA
$228.86
up+1.68%
TSLA
Tesla
$357.45
down-3.94%
AAPL
Apple
$338.40
down-0.78%
META
Meta
$715.62
down-4.79%
MSFT
Microsoft
$509.22
down-1.35%
AMZN
Amazon
$246.15
down-1.41%
GOOGL
Alphabet
$342.75
down-0.34%
5-Year Treasury
5.07%
up+6 bps
10-Year Treasury
5.24%
up+6 bps
30-Year Treasury
5.56%
up+6 bps
13-Week T-Bill
4.06%
down-1 bps
VIX (Volatility)
16.07
up+8.07%
Gold Spot
$4,160
down-0.19%
Dollar Index
101.22
up+0.02%
Terminal · Live FeedLive
Cardano
$0.243
−1.73%
Ethereum
$2,660
−1.01%
Chainlink
$15.28
−1.04%
Solana
$116.70
−1.79%
Bitcoin
$82,877
−0.70%
XRP
$1.47
−1.74%
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