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ADA$0.170down−2.29%ETH$2,004down−2.44%LINK$9.90down−2.72%SOL$81.51down−2.01%BTC$72,553down−1.86%XRP$1.03down−2.13%S&P 5007,619up+1.31%Nasdaq25,466up+1.60%Dow52,486up+0.49%RUT2,846up+0.88%TNX5.00%up+0.30%TYX5.36%up+0.11%FVX4.83%up+0.42%IRX4.12%up+0.00%VIX18.36up+4.97%GOLD$3,942.10down−1.46%SILVER$51.03down−1.87%OIL$85.88down−0.75%DXY102.91up+0.00%NVDA$173.73up+2.92%AAPL$355.63up+2.04%TSLA$390.84up+2.91%META$628.77down−1.97%MSFT$521.13down−2.26%AMZN$266.17down−1.74%GOOGL$293.45up+2.11%Fear & Greed28 — FearADA$0.170down−2.29%ETH$2,004down−2.44%LINK$9.90down−2.72%SOL$81.51down−2.01%BTC$72,553down−1.86%XRP$1.03down−2.13%S&P 5007,619up+1.31%Nasdaq25,466up+1.60%Dow52,486up+0.49%RUT2,846up+0.88%TNX5.00%up+0.30%TYX5.36%up+0.11%FVX4.83%up+0.42%IRX4.12%up+0.00%VIX18.36up+4.97%GOLD$3,942.10down−1.46%SILVER$51.03down−1.87%OIL$85.88down−0.75%DXY102.91up+0.00%NVDA$173.73up+2.92%AAPL$355.63up+2.04%TSLA$390.84up+2.91%META$628.77down−1.97%MSFT$521.13down−2.26%AMZN$266.17down−1.74%GOOGL$293.45up+2.11%Fear & Greed28 — Fear
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Thursday, November 12, 2026Live · 24/7 Newsroom
GOKHSHTEIN.
The Front Page of Everything
BreakingPolitics & Policy

European Nations Train Forces for Postwar Ukraine Stabilization

More than 1,000 troops from nine NATO members are conducting joint exercises in Poland to prepare for potential peacekeeping operations in Ukraine after the conflict ends.

● Top storyBy The Political Desk2 min readUpdated 2h ago
European Nations Train Forces for Postwar Ukraine Stabilization
U.S. EquitiesBurry's Nvidia Reversal: What the Bear's Unwind ShowsMichael Burry, long skeptical of Nvidia's AI rally, hints his short thesis is unraveling — a potential inflection for the chip giant's most credible critic.Sports BusinessSpurs Win 10 Straight After 0-2 Start, Wembanyama LeadsSan Antonio becomes only the second team in NBA history to win 10 consecutive games following an 0-2 season opening, with Victor Wembanyama averaging 32.6 pointsResearch & AnalysisFed's Rate Hold Caps AI Sector Growth More Than Nvidia ValuationsPersistent high rates create a structural drag on AI capital expenditure and sector multiples that outweighs individual stock valuations, on-chain and macro data show.
The Wire
1hVoicesAndy Constan Dismisses Fears Over Nvidia's 'Circular Deals'011hDigital AssetsTSMC Confirms 46,000 Records Leaked, Attackers Demand 3 Bitcoin021hTechnologyTencent Redeploying Half Its Workforce to AI Bets, Showing Major Strategic Pivot032hMacro & RatesHormuz Tanker Blasts Lift Oil, Push 10-Year Yields to 4.31%041hVoicesKobeissi Letter Reports Broadening US Inflationary Pressures051hVoicesCarl Quintanilla Relays Jeff Sonnenfeld’s Warning on Corporate Governance062hDigital AssetsBitcoin Mining Difficulty Falls 7.8%, Showing Miner Shutdowns072hPolitics & PolicyStates Push to Block ICE From Schools as Trump Ends Protection08
Gokhshtein Retail Money Index · Nov 1159Chasing · +19 vs. priorThe strongest signal is crypto breadth: 33 of 40 tracked sectors up on the day.Method and history
Market WallFull Markets
BTCBitcoin
$72,553−1.86%
ETHEthereum
$2,004−2.44%
SOLSolana
$81.51−2.01%
XRPXRP
$1.03−2.13%
SPXS&P 500
7,619+1.31%
NDXNasdaq 100
25,466+1.60%
GOLDGold
$3,942.10−1.46%
DXYDollar Index
102.91+0.00%
VIXVolatility
18.36+4.97%
OILCrude Oil
$85.88−0.75%
PoliticsAll
Brooklyn Building Collapse Kills Two, Injures Nineteen
Brooklyn Building Collapse Kills Two, Injures Nineteen
11h ago · 2 min
02Democrat Scott Colom Wins Mississippi Senate Seat, First Since 198903Veterans Day Spotlight Shines on Brain Injuries from Iraq, Afghanistan04Trump Shows Opening on Citizenship Path, But Congress Holds the Keys05Democrats Push for Epstein Investigation Conclusion
TechnologyAll
Russian Hackers Exploit Mobile Flaws Against U.S., UK Targets
Russian Hackers Exploit Mobile Flaws Against U.S., UK Targets
4h ago · 3 min
02SoftBank Backs Agile Robots With $500M as Bet on Full-Stack Automation Hardens03Amazon Veteran Takes Meta Infrastructure Role as Janardhan Steps Down04Meta Taps AWS Veteran Brown to Lead $140B Infrastructure Push05Broadcom's VMware Retreats From SMB Exodus With $9,600 Entry-Level Tier
SportsAll
Tech Tools Shape Marathon Training Strategy
Tech Tools Shape Marathon Training Strategy
12h ago · 3 min
02NBA Plans European League With $1 Billion Franchise Fees03NFL Trade Deadline Drama: Bengals-Eagles Deal Collapses Over Compensatory Pick0410th Circuit Reverses NCAA Eligibility Injunction05Clifford Chance Hires Baker, Betting on Sports PE Market
ResearchAll
Bitcoin Options Pricing 31% Tail Risk Below $70K by Year-End
Bitcoin Options Pricing 31% Tail Risk Below $70K by Year-End
5h ago · 3 min
02Apex Group Joins Hedera Council to Develop Asset Tokenization Infrastructure03New Zealand Bond Auction Demand Hits 12-Year High on Election Clarity04Nvidia Stock Falls on Jensen Huang Succession Questions05Medicare Expansion to Age 50 Would Add 60M Adults—Fiscal Impact Hinges on Revenue Model

The Breakdown

Original analysisMore Breakdowns
Pendle: How DeFi Tokenizes Yield for Fixed RatesThe Breakdown
The Breakdown

Pendle: How DeFi Tokenizes Yield for Fixed Rates

Pendle separates yield-bearing assets into principal and yield tokens, letting users lock fixed returns or bet on interest rate movements.

By Gokhshtein MediaNovember 10, 20263 min read
More Breakdowns
Aave's Role in Decentralized Lending
By The On-Chain Desk · 4d ago
Aave's Role in Decentralized Lending
Understanding Aave: The Core of Decentralized Lending
By The On-Chain Desk · 6d ago
Understanding Aave: The Core of Decentralized Lending
Ethereum's Institutional Play: The ETHGas Proposal
By The On-Chain Desk · 8d ago
Ethereum's Institutional Play: The ETHGas Proposal
Lido: How Liquid Staking Works and Why It Matters
By The On-Chain Desk · 11d ago
Lido: How Liquid Staking Works and Why It Matters

Digital Assets

9 storiesAll Crypto
Crypto Spot ETFs Experience Significant OutflowsDigital Assets
BreakingDigital Assets

Crypto Spot ETFs Experience Significant Outflows

Bitcoin and Ethereum-focused exchange-traded funds recorded substantial net outflows on November 11, drawing attention from digital asset analysts.

By Gokhshtein MediaNovember 12, 20263 min read
Latest in Crypto
01
Bitcoin ETFs Post $450M Outflow as Institutional Conviction Falters
By The Digital Assets Desk · 4h ago
Bitcoin ETFs Post $450M Outflow as Institutional Conviction Falters
02
XRP Whale Wallets Surge 5% as Price Dips Toward $1
By The Digital Assets Desk · 6h ago
XRP Whale Wallets Surge 5% as Price Dips Toward $1
03
OKXICE Launches Tokenized Stocks Nov. 23 With 70+ Assets
By The Digital Assets Desk · 9h ago
OKXICE Launches Tokenized Stocks Nov. 23 With 70+ Assets
04
MSCI Deletes Strategy; Bitcoin Holdings Untouched
By The Digital Assets Desk · 14h ago
MSCI Deletes Strategy; Bitcoin Holdings Untouched

DeFi & On-Chain

12 storiesAll DeFi
PancakeSwap Proposes 88% LP Fee Share, 69% CAKE Emission CutDeFi & On-Chain
DeFi & On-Chain

PancakeSwap Proposes 88% LP Fee Share, 69% CAKE Emission Cut

The DEX's TVL surged 19% to $2.4 billion, concentrated in V3 pools, as governance voting opens on fee distribution and token supply changes.

By Gokhshtein MediaNovember 12, 20263 min read
Latest On-Chain
FCA Opens DeFi Compliance Consultations as UK Regime Nears Enforcement
By The On-Chain Desk · 6h ago
FCA Opens DeFi Compliance Consultations as UK Regime Nears Enforcement
Suiet Wallet Shuts Down as Sui DeFi TVL Falls 22 Percent
By The On-Chain Desk · 8h ago
Suiet Wallet Shuts Down as Sui DeFi TVL Falls 22 Percent
trade[XYZ] Logs $700B Volume in RWA Perps on Hyperliquid
By The On-Chain Desk · Yesterday
trade[XYZ] Logs $700B Volume in RWA Perps on Hyperliquid
Drift Exploiter Moves $61M ETH to Tornado Cash, Retains $194M in Stolen Funds
By The On-Chain Desk · Yesterday
Drift Exploiter Moves $61M ETH to Tornado Cash, Retains $194M in Stolen Funds
Protocols & Flows
PancakeSwap TVL Hits $2.4B as 'The Flip' Vote Eyes 69% CAKE Emission Cut
Yesterday
UK FCA Opens DeFi AML Guidance, Clarifies Cryptoasset Exclusions
Yesterday
Threshold's tBTC Bridge Restarts After Security Pause; Aave Reserve Stays Frozen
Yesterday
Pendle: How DeFi Tokenizes Yield for Fixed Rates
Yesterday

U.S. Equities

11 storiesAll Equities
Dividend Kings: KO, PEP, PG, CL, JNJ Offer Income With 50+ Years of HikesU.S. Equities
U.S. Equities

Dividend Kings: KO, PEP, PG, CL, JNJ Offer Income With 50+ Years of Hikes

Coca-Cola, PepsiCo, Procter & Gamble, Colgate-Palmolive, and Johnson & Johnson have raised dividends for over 50 consecutive years, but yields and growth rates diverge sharply.

By Gokhshtein MediaNovember 12, 20263 min read
Today's Movers
Full Screener
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Nasdaq Rises 1.59% as Nvidia, Apple, Alphabet Rally; Microsoft, Meta Slide
16h ago
U.S. Equities
United Airlines Blocks AI Agents; UAL Lags Peers on Efficiency Gains
16h ago

Markets & Macro

11 storiesAll Macro
Malaysia Warns Najib on House Arrest TermsMacro & Rates
Macro & Rates

Malaysia Warns Najib on House Arrest Terms

Convicted former Prime Minister Najib Razak faces re-imprisonment if he violates conditions of his house arrest, Malaysian authorities confirmed.

By Gokhshtein MediaNovember 12, 20262 min read
S&P 500 Rallies 1.3% on AI Earnings; Bond Market Prices Out March Fed Cut
12h ago
Gold Breaks Below $4,000 as Fed Tightening Reprices Bond Markets
12h ago
CoreWeave's 20% Surge Eases Credit Fears in AI Sector
16h ago
Rates & Yields
Global Macro
Macro & Rates
Spain Strike Shows Fiscal Risk Ahead of Election; Housing Inflation Pressures Spreads
19h ago
Macro & Rates
EU Enforcement Actions Widen Tech Credit Spreads as DMA Fines Approach
21h ago
Macro & Rates
CRWV Bypasses 15% Bond Yield for Higher Internal Returns
21h ago
David Gokhshtein
David Gokhshtein
Founder
@Gokhshtein on XAbout David
Editor’s ReadNovember 11, 2026

Stablecoin Supply Contracts $11 Billion as USDT, USDC Outflows Grow

Tether and Circle's combined stablecoin supply fell $11 billion in one month, the largest contraction since 2022 and a potential signal of capital flight from crypto markets.

“The aggregate supply of USDT and USDC contracted by $11 billion over the past month—the largest monthly decline since the 2022 bear market. The two assets, which together represent the dominant share ”

David GokhshteinNovember 11, 20263 min read
Read David’s Analysis

Latest News

All Stories
Latest
Pete Rizzo Reports Michael Saylor Says MSCI Ruling Does Not Matter for Bitcoin
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Pete Rizzo Reports Michael Saylor Says MSCI Ruling Does Not Matter for Bitcoin
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Arthur Hayes Says Anthropic IPO Will Boost Crypto Risk Appetite
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11h ago
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11h ago
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11h ago
Markets
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Technology
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Technology
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Intelligence Panel
Quantitative market analysis · Updated every 60 seconds
Live
Open GMarkets
Market Signals
C
Market Grade
Neutral — Mixed Signals
Market Sentiment
FearGreed
28 — Fear
BTC: -1.86% — Trading at $72,553
-1.86%
ETH: -2.44% — Trading at $2,003.59
-2.44%
SOL: -2.01% — Trading at $81.51
-2.01%
DXY: 102.91 — Dollar strengthening (+0.00%)
Strong
Market Structure
BTC/ETH ratio: 36.2 — Bitcoin dominant
36.2
S&P 500 at 7,619.38 — up +1.31% today
+1.31%
VIX at 18.4 — Normal volatility
18.4
Gold at $3,942.10 — risk appetite increasing
$3,942.10
Crude at $85.88 — energy prices falling
-0.75%
David's Direct Read
XRP: -2.13% at $1.03
-2.13%
LINK: -2.72% at $9.90
-2.72%
BTC: -1.86% at $72,553
-1.86%
ADA: -2.29% at $0.1702
-2.29%
SOL: -2.01% at $81.51
-2.01%
Live Prices
Cardano
ADA/USD
$0.170
down−2.29%
Ethereum
ETH/USD
$2,004
down−2.44%
Chainlink
LINK/USD
$9.90
down−2.72%
Solana
SOL/USD
$81.51
down−2.01%
Bitcoin
BTC/USD
$72,553
down−1.86%
XRP
XRP/USD
$1.03
down−2.13%
Full Market Data →
S&P 500
7,619.38
up+98.45 (+1.31%)
Nasdaq
25,466
up+400.31 (+1.60%)
Dow Jones
52,486
up+254.59 (+0.49%)
Russell 2000
2,846.26
up+24.88 (+0.88%)
NVDA
NVDA
$173.73
up+2.92%
TSLA
Tesla
$390.84
up+2.91%
AAPL
Apple
$355.63
up+2.04%
META
Meta
$628.77
down-1.97%
MSFT
Microsoft
$521.13
down-2.26%
AMZN
Amazon
$266.17
down-1.74%
GOOGL
Alphabet
$293.45
up+2.11%
5-Year Treasury
4.83%
up+2 bps
10-Year Treasury
5.00%
up+2 bps
30-Year Treasury
5.36%
up+1 bps
13-Week T-Bill
4.12%
up+0 bps
VIX (Volatility)
18.36
up+4.97%
Gold Spot
$3,942
down-1.46%
Dollar Index
102.91
up+0.00%
Terminal · Live FeedLive
Cardano
$0.170
−2.29%
Ethereum
$2,004
−2.44%
Chainlink
$9.90
−2.72%
Solana
$81.51
−2.01%
Bitcoin
$72,553
−1.86%
XRP
$1.03
−2.13%
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