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BTC$64,076up+0.70%ETH$1,869up+0.50%SOL$73.99up+0.30%XRP$1.08up+0.00%LINK$8.17down−0.20%ADA$0.193down−0.70%S&P 5007,737up+1.79%Nasdaq26,585up+2.59%Dow54,086up+1.71%RUT3,037up+1.85%TNX4.63%down−1.26%TYX5.19%down−0.78%FVX4.33%down−1.52%IRX3.73%up+0.81%VIX16.47up+3.85%GOLD$4,134.80up+1.08%SILVER$59.79up+3.34%OIL$75.26down−6.32%DXY99.86down−0.04%NVDA$211.94up+2.56%AAPL$309.38up+1.96%TSLA$327.35up+1.64%META$587.94down−0.39%MSFT$492.81up+1.06%AMZN$277.42down−2.32%GOOGL$377.65up+1.11%Fear & Greed25 — Extreme FearBTC$64,076up+0.70%ETH$1,869up+0.50%SOL$73.99up+0.30%XRP$1.08up+0.00%LINK$8.17down−0.20%ADA$0.193down−0.70%S&P 5007,737up+1.79%Nasdaq26,585up+2.59%Dow54,086up+1.71%RUT3,037up+1.85%TNX4.63%down−1.26%TYX5.19%down−0.78%FVX4.33%down−1.52%IRX3.73%up+0.81%VIX16.47up+3.85%GOLD$4,134.80up+1.08%SILVER$59.79up+3.34%OIL$75.26down−6.32%DXY99.86down−0.04%NVDA$211.94up+2.56%AAPL$309.38up+1.96%TSLA$327.35up+1.64%META$587.94down−0.39%MSFT$492.81up+1.06%AMZN$277.42down−2.32%GOOGL$377.65up+1.11%Fear & Greed25 — Extreme Fear
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Tuesday, August 4, 2026Live · 24/7 Newsroom
GOKHSHTEIN.
The Front Page of Everything
BreakingDigital Assets

Open USD Backers Reaffirm Multi-Stablecoin Support as Circle Shares Stay 20 Percent Off

Coinbase, Visa and Mastercard describe Open USD as an additional payment rail, not a replacement for Circle's $72 billion USDC.

● Top storyBy The Digital Assets Desk3 min readUpdated 21m ago
Open USD Backers Reaffirm Multi-Stablecoin Support as Circle Shares Stay 20 Percent Off
U.S. EquitiesFCC Move to Block Chinese Transceivers Opens Market for Broadcom, CoherentThe FCC is drafting a rule to ban imports of new Chinese optical transceiver models, forcing hyperscalers to find new suppliers and redirecting demand to U.S. makers.Macro & RatesBP Sells North Sea Assets to Cut Debt; West Ham's £100M Transfer Loan FrozenBP moves to shed UK oil, gas and biogas holdings as CEO Meg O'Neill targets faster debt reduction; a legal dispute over West Ham's ownership blocks £100 million in transfer funds.Sports BusinessU.S. Soccer Silent on Infantino Re-election Support During FIFA TurmoilU.S. Soccer CEO JT Batson declined to confirm the federation's stance on FIFA President Gianni Infantino's re-election or whether any prior support would be withdrawn.
The Wire
26mResearch & AnalysisU.S. Treasury Buys Yen in Joint Intervention With Japan, First in 30 Years0145mPolitics & PolicyTrump Weighs Lab-Leak Advocate to Lead NIAID in Break From Fauci Era021hSports BusinessPac-12, Mountain West Settle Two-Year Poaching Lawsuit031hTechnologyMistral's 3B Safety Classifier Cuts AI Inference Costs Without Sacrificing Accuracy0424mDigital AssetsSolana Validators Vote Aug. 3 on 14x SOL Burn Increase, Fast-Track to 1.5% Inflation by 2029051hSports BusinessShedeur Sanders Rejects Comparisons During Browns QB Competition061hPolitics & PolicyActing AG Blanche Vows to Make Dobbs Permanent in Every State071hPolitics & PolicyMoreno Challenges Professor on Taxpayer-Funded Care for Undocumented Immigrants08
Market WallFull Markets
BTCBitcoin
$64,076+0.70%
ETHEthereum
$1,869+0.50%
SOLSolana
$73.99+0.30%
XRPXRP
$1.08+0.00%
SPXS&P 500
7,737+1.79%
NDXNasdaq 100
26,585+2.59%
GOLDGold
$4,134.80+1.08%
DXYDollar Index
99.86−0.04%
VIXVolatility
16.47+3.85%
OILCrude Oil
$75.26−6.32%
PoliticsAll
EU Moves to Kill Cookie Pop-Ups, Shifting Consent Control to Browsers
EU Moves to Kill Cookie Pop-Ups, Shifting Consent Control to Browsers
3h ago · 3 min
02IDF Names Gaza Soccer Players as Hamas, Islamic Jihad Militants03'Ozempic Voters' and Kitchen-Table Costs Set to Define 2026 Midterms04Donalds Faces Felony Ultimatum From Primary Rival Fishback05Stevens vs. El-Sayed: Michigan Democratic Primary Tests Party's Fault Lines
TechnologyAll
EON's Space Laser Bid: 47 Percent Speed Gain, Real Orbital Risk
EON's Space Laser Bid: 47 Percent Speed Gain, Real Orbital Risk
8h ago · 3 min
02Grab Raises 2025 Revenue Target After Q2 Profit Jumps 186 Percent03Grab's AI Efficiency Push Drives 186% Operating Profit Jump, Higher 2026 Outlook04Hyperscalers' $1.32 Trillion AI Capex Bet: Who Wins, Who's Left Behind05Apple's Siri Overhaul: Years Late and Locked Behind Premium Hardware
SportsAll
MVP Challenges UFC With 50 Percent Fighter Revenue Share
MVP Challenges UFC With 50 Percent Fighter Revenue Share
4h ago · 3 min
02Browns Plan Artificial Turf for New $2.6 Billion Stadium, Angering Players03Falcons Make Bijan Robinson NFL's Highest-Paid Running Back04Athletes Seek Ownership Stakes as Investors Prize Reputation Over Capital05Seahawks, Coach Macdonald Adopt Hard Knocks Spotlight
ResearchAll
AI Earnings Drive Record Highs, Split Market Between Leaders and Laggards
AI Earnings Drive Record Highs, Split Market Between Leaders and Laggards
7h ago · 3 min
02Nigeria Secures $4.5 Billion Oil-Backed Refinancing to Build Reserves, Fund Infrastructure03ADM Raises 2026 Profit Forecast to $4.70 on Biofuel Mandate Clarity04Lufthansa Cuts Full-Year Profit Outlook as Fuel Costs Rise €1.7 Billion05South Korea's Used ETF Curbs Cut Trading After Retail Holdings Hit 14 Trillion Won

The Breakdown

Original analysisMore Breakdowns
EigenLayer and the Future of Decentralized SecurityThe Breakdown
The Breakdown

EigenLayer and the Future of Decentralized Security

EigenLayer lets staked Ethereum secure multiple protocols at once, boosting capital efficiency and lowering the barrier for new decentralized services.

By Gokhshtein MediaAugust 4, 20264 min read
More Breakdowns
dYdX: The On-Chain Perpetual Futures Machine
By The On-Chain Desk · 3d ago
dYdX: The On-Chain Perpetual Futures Machine
Lido: Decoding Liquid Staking's Most Powerful Protocol
By The Digital Assets Desk · 4d ago
Lido: Decoding Liquid Staking's Most Powerful Protocol
Aave: How Decentralized Lending Actually Works
By The Digital Assets Desk · 4d ago
Aave: How Decentralized Lending Actually Works
Pendle: How DeFi's Yield-Splitting Protocol Works
By The Digital Assets Desk · 4d ago
Pendle: How DeFi's Yield-Splitting Protocol Works

Digital Assets

10 storiesAll Crypto
Senate Has Three Days to Pass Crypto Clarity Act Before RecessDigital Assets
BreakingDigital Assets

Senate Has Three Days to Pass Crypto Clarity Act Before Recess

Lawmakers must vote on the Crypto Clarity Act before Friday's summer recess or push digital asset regulation into the fall.

By Gokhshtein MediaAugust 4, 20262 min read
Latest in Crypto
01
Bitcoin Whales Move 3,502 BTC to Coinbase as $157M Exits to Private Wallets
By The Digital Assets Desk · 6h ago
Bitcoin Whales Move 3,502 BTC to Coinbase as $157M Exits to Private Wallets
02
OKX Blocks $26.3M in Scams, Shields $1.1B in Customer Assets in H1 2026
By The Digital Assets Desk · 6h ago
OKX Blocks $26.3M in Scams, Shields $1.1B in Customer Assets in H1 2026
03
Western Union Launches Solana Stablecard in 37 Markets, Taps Visa for 175 Million Merchants
By The Digital Assets Desk · 7h ago
Western Union Launches Solana Stablecard in 37 Markets, Taps Visa for 175 Million Merchants
04
Anthropic Signs $10 Billion Compute Deal With Volta Infra
By The Digital Assets Desk · 7h ago
Anthropic Signs $10 Billion Compute Deal With Volta Infra

DeFi & On-Chain

12 storiesAll DeFi
Bitcoin ETFs Pull $102M in Net Inflows as Ethereum Funds Extend Outflow StreakDeFi & On-Chain
BreakingDeFi & On-Chain

Bitcoin ETFs Pull $102M in Net Inflows as Ethereum Funds Extend Outflow Streak

Spot Bitcoin ETFs recorded $102.33 million in net inflows on Aug. 4, flipping the seven-day flow positive, while Ethereum ETFs shed another $12.27 million.

By Gokhshtein MediaAugust 4, 20263 min read
Latest On-Chain
On-Chain Analysts Watch Structural Data, Not Fear Index, to Time DeFi Re-Entry
By The On-Chain Desk · 5h ago
On-Chain Analysts Watch Structural Data, Not Fear Index, to Time DeFi Re-Entry
EigenLayer and the Future of Decentralized Security
By The On-Chain Desk · 5h ago
EigenLayer and the Future of Decentralized Security
EDX Markets Closes $76M Series C With SBI Holdings as Strategic Partner
By The On-Chain Desk · 7h ago
EDX Markets Closes $76M Series C With SBI Holdings as Strategic Partner
Ansem-Linked Wallet Buys $233K CASHCAT as Token Posts 61% Weekly Gain
By The On-Chain Desk · 7h ago
Ansem-Linked Wallet Buys $233K CASHCAT as Token Posts 61% Weekly Gain
Protocols & Flows
BNB Chain Leads Tokenized Stock Market With 30% Share as Sector Hits $2.3B
11h ago
USDGO Crosses $1B in Circulation as Institutional Stablecoin Demand Builds
12h ago
Tokenized U.S. Treasuries Cross $15B as Securitize Adds $580M in 30 Days
12h ago
eToro Leads $12.5M Round for Extended DEX, Integrates Zengo Wallet
15h ago

U.S. Equities

10 storiesAll Equities
Novo Nordisk Q2 Adjusted Profit Rises 11 Percent, Full-Year Outlook Turns NegativeU.S. Equities
BreakingU.S. Equities

Novo Nordisk Q2 Adjusted Profit Rises 11 Percent, Full-Year Outlook Turns Negative

Novo Nordisk posted DKK 33.39 billion in Q2 adjusted operating profit, but now guides for full-year revenue and earnings growth of -6 to 0 percent.

By Gokhshtein MediaAugust 4, 20263 min read
Today's Movers
Full Screener
More Equities
U.S. Equities
Atlanta Fed's 5.86% GDP Forecast Drives Tech-Led Rally; Nvidia, Microsoft Gain
4h ago
U.S. Equities
Amazon Shares Fall as Bezos Files $4.1 Billion Stock Sale
4h ago
U.S. Equities
S&P 500 Tops 7,700 for First Time, Market Cap Clears $70 Trillion
4h ago
U.S. Equities
FIFA Payment Dispute Puts U.S. Host Cities in a Bind—and Event Stocks at Risk
5h ago

Markets & Macro

11 storiesAll Macro
Rhine, Danube Hit Record Lows, Cutting Energy Output and Lifting Freight CostsMacro & Rates
BreakingMacro & Rates

Rhine, Danube Hit Record Lows, Cutting Energy Output and Lifting Freight Costs

Drought-driven low water levels on Europe's key rivers are halting chemical and oil shipments, forcing nuclear plants to cut output and driving up transport costs.

By Gokhshtein MediaAugust 4, 20263 min read
Drone Strike Near Novorossiysk Lifts Commodity Risk Premium
14h ago
Drone Strike Near St. Petersburg Adds Geopolitical Risk Premium to Inflation Path
15h ago
Hormuz Vessel Strike Threatens U.S.-Iran Talks, Lifts Crude Risk Premium
16h ago
Rates & Yields
Global Macro
Macro & Rates
Gold Holds at $4,168 as Iran Talks, Jobs Data Cloud Rate Outlook
16h ago
Macro & Rates
U.S. LNG Exports Fall to 10.48 Mt in July as Freeport Maintenance Cuts Flows
17h ago
Macro & Rates
EM Currencies Split as US-Iran Easing Fails to Offset Carry Trade Retreat
Yesterday
David Gokhshtein
David Gokhshtein
Founder
@Gokhshtein on XAbout David
Editor’s ReadAugust 3, 2026

Banks Offload Used ETF Tail Risk Through Crash-Put Market

Investment banks are buying exotic 'crash puts' from hedge funds and institutions to shed extreme downside exposure from single-stock leveraged ETFs.

“Investment banks are structurally offloading their leveraged ETF exposure by developing a market for exotic derivatives known as crash puts—specialized instruments designed to transfer concentrated ta”

David GokhshteinAugust 3, 20263 min read
Read David’s Analysis

Latest News

All Stories
Latest
Talarico Leads Paxton by 5 Points in Texas Senate Race, Two Polls Show
Politics & Policy
Talarico Leads Paxton by 5 Points in Texas Senate Race, Two Polls Show
6h ago
Trump's Optical Transceiver Ban Opens Door for Lumentum, Coherent
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6h ago
Fort Bragg Soldier Killed in Iraq Returns Home to Fayetteville
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Market Signals
C
Market Grade
Neutral — Mixed Signals
Market Sentiment
FearGreed
25 — Extreme Fear
BTC: +0.70% — Trading at $64,076
+0.70%
ETH: +0.50% — Trading at $1,869.44
+0.50%
SOL: +0.30% — Trading at $73.99
+0.30%
DXY: 99.86 — Dollar weakening (-0.04%)
Weak
Market Structure
BTC/ETH ratio: 34.3 — Bitcoin dominant
34.3
S&P 500 at 7,736.52 — up +1.79% today
+1.79%
VIX at 16.5 — Normal volatility
16.5
Gold at $4,134.80 — safe haven demand rising
$4,134.80
Crude at $75.26 — energy prices falling
-6.32%
David's Direct Read
XRP: +0.00% at $1.08
+0.00%
LINK: -0.20% at $8.17
-0.20%
BTC: +0.70% at $64,076
+0.70%
ADA: -0.70% at $0.1929
-0.70%
SOL: +0.30% at $73.99
+0.30%
Live Prices
Bitcoin
BTC/USD
$64,076
up+0.70%
Ethereum
ETH/USD
$1,869
up+0.50%
Solana
SOL/USD
$73.99
up+0.30%
XRP
XRP/USD
$1.08
up+0.00%
Chainlink
LINK/USD
$8.17
down−0.20%
Cardano
ADA/USD
$0.193
down−0.70%
Full Market Data →
S&P 500
7,736.52
up+136.02 (+1.79%)
Nasdaq
26,585
up+671.10 (+2.59%)
Dow Jones
54,086
up+907.47 (+1.71%)
Russell 2000
3,036.98
up+55.07 (+1.85%)
NVDA
NVDA
$211.94
up+2.56%
TSLA
Tesla
$327.35
up+1.64%
AAPL
Apple
$309.38
up+1.96%
META
Meta
$587.94
down-0.39%
MSFT
Microsoft
$492.81
up+1.06%
AMZN
Amazon
$277.42
down-2.32%
GOOGL
Alphabet
$377.65
up+1.11%
5-Year Treasury
4.33%
down-7 bps
10-Year Treasury
4.63%
down-6 bps
30-Year Treasury
5.19%
down-4 bps
13-Week T-Bill
3.73%
up+3 bps
VIX (Volatility)
16.47
up+3.85%
Gold Spot
$4,135
up+1.08%
Dollar Index
99.86
down-0.04%
Terminal · Live FeedLive
Bitcoin
$64,076
+0.70%
Ethereum
$1,869
+0.50%
Solana
$73.99
+0.30%
XRP
$1.08
+0.00%
Chainlink
$8.17
−0.20%
Cardano
$0.193
−0.70%
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