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ADA$0.175up+0.32%ETH$2,014down−0.18%LINK$10.12down−0.15%SOL$81.55down−0.09%BTC$71,281down−0.13%XRP$1.04down−0.03%S&P 5007,592down−0.35%Nasdaq25,366down−0.39%Dow52,297down−0.36%RUT2,799down−1.66%TNX5.10%up+2.10%TYX5.43%up+1.44%FVX4.95%up+2.44%IRX4.13%up+0.32%VIX18.70up+6.92%GOLD$3,885.50up+0.01%SILVER$50.07up+0.00%OIL$88.72down−0.02%DXY103.17down−0.00%NVDA$166.19down−4.34%AAPL$354.88down−0.14%TSLA$397.45up+1.70%META$623.61down−0.82%MSFT$523.00up+0.36%AMZN$267.44up+0.48%GOOGL$298.70up+1.79%Fear & Greed20 — Extreme FearADA$0.175up+0.32%ETH$2,014down−0.18%LINK$10.12down−0.15%SOL$81.55down−0.09%BTC$71,281down−0.13%XRP$1.04down−0.03%S&P 5007,592down−0.35%Nasdaq25,366down−0.39%Dow52,297down−0.36%RUT2,799down−1.66%TNX5.10%up+2.10%TYX5.43%up+1.44%FVX4.95%up+2.44%IRX4.13%up+0.32%VIX18.70up+6.92%GOLD$3,885.50up+0.01%SILVER$50.07up+0.00%OIL$88.72down−0.02%DXY103.17down−0.00%NVDA$166.19down−4.34%AAPL$354.88down−0.14%TSLA$397.45up+1.70%META$623.61down−0.82%MSFT$523.00up+0.36%AMZN$267.44up+0.48%GOOGL$298.70up+1.79%Fear & Greed20 — Extreme Fear
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Thursday, November 12, 2026Live · 24/7 Newsroom
GOKHSHTEIN.
The Front Page of Everything
BreakingPolitics & Policy

23 States Push to Limit ICE Access to Schools

State legislatures are moving to restrict federal immigration officers on K-12 campuses after the Trump administration rescinded protections for sensitive locations.

● Top storyBy The Political Desk3 min readUpdated 27m ago
23 States Push to Limit ICE Access to Schools
Digital AssetsStrive's Burnett Eyes $11M Bitcoin by 2036, Betting on Fixed Supply vs. AIPortfolio manager Joe Burnett argues Bitcoin's hard cap of 21 million coins makes it immune to monetary policy and technological disruption, positioning it for massive appreciation.U.S. EquitiesChina's AI Data Center Push Shows Sustained Demand for Nvidia, Microsoft, GoogleChina's deployment of 30,000 workers to build an AI data center in Inner Mongolia indicates persistent global demand for U.S. semiconductor and cloud infrastructure providers.Sports BusinessRelegation, 4-Point Line Among Proposed Sports ChangesDiscussions float European-style relegation for U.S. leagues, an NBA 4-point line and the removal of walk-up songs in baseballResearch & 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
34mTechnologyNectar's Creator Agent Takes Aim at $44B Market—But Can It Outrun GRIN and Aspire?0139mVoicesNvidia Could Thrive Without Huang, Says Laffer Tengler CEO0256mU.S. EquitiesAZZ Trades at Valuation Discount Despite Earnings Acceleration031hMacro & RatesHouthi Attack Widens Oil Risk Premium as Curve Flattens0429mPolitics & PolicyBlack House Representation Set to Drop as Supreme Court Weakens Voting Rights0540mTechnologyNvidia Navigates Post-Huang Era as Tech Voices Debate Succession0641mVoicesChuck Schumer Says Senate Democrats Will Ban Congressional Stock Trading071hVoicesKevin O'Leary Warns of Dramatic Increase in AI Scrutiny08
Gokhshtein Retail Money Index · Nov 1243Cautious · -16 vs. priorThe weakest signal is crypto breadth: 1 of 40 tracked sectors up on the day.Method and history
Market WallFull Markets
BTCBitcoin
$71,281−0.13%
ETHEthereum
$2,014−0.18%
SOLSolana
$81.55−0.09%
XRPXRP
$1.04−0.03%
SPXS&P 500
7,592−0.35%
NDXNasdaq 100
25,366−0.39%
GOLDGold
$3,885.50+0.01%
DXYDollar Index
103.17−0.00%
VIXVolatility
18.70+6.92%
OILCrude Oil
$88.72−0.02%
PoliticsAll
House Republican Invites Musk to Move Tesla to Florida
House Republican Invites Musk to Move Tesla to Florida
3h ago · 3 min
02White House Exploring Putin Veto Over NATO Expansion03Democrat Colom Upsets Hyde-Smith in Mississippi Senate Race04Post-Midterm Realities Shift Political Landscape for Both Parties05European Nations Train Forces for Postwar Ukraine Stabilization
TechnologyAll
Nvidia's Interim CEO Shows Internal Crisis as Competitive Pressures Mount
Nvidia's Interim CEO Shows Internal Crisis as Competitive Pressures Mount
7h ago · 3 min
02Tencent Redeploying Half Its Workforce to AI Bets, Showing Major Strategic Pivot03Russian Hackers Exploit Mobile Flaws Against U.S., UK Targets04SoftBank Backs Agile Robots With $500M as Bet on Full-Stack Automation Hardens05Amazon Veteran Takes Meta Infrastructure Role as Janardhan Steps Down
SportsAll
Stephen Curry's Oblique Tear Sidelines Warriors Star
Stephen Curry's Oblique Tear Sidelines Warriors Star
5h ago · 3 min
02Cadillac F1 Team Valued at $2.7 Billion as Sports Franchises Rally03Spurs Win 10 Straight After 0-2 Start, Wembanyama Leads04Tech Tools Shape Marathon Training Strategy05NBA Plans European League With $1 Billion Franchise Fees
ResearchAll
Bitcoin Options Pricing 31% Tail Risk Below $70K by Year-End
Bitcoin Options Pricing 31% Tail Risk Below $70K by Year-End
16h 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
Solana's Bet on Institutional BlockchainThe Breakdown
The Breakdown

Solana's Bet on Institutional Blockchain

Solana solved blockchain scalability through eight core innovations. Now it faces a test: can it deliver reliability for Wall Street?

By Gokhshtein MediaNovember 12, 20263 min read
More Breakdowns
Pendle: How DeFi Tokenizes Yield for Fixed Rates
By The On-Chain Desk · 2d ago
Pendle: How DeFi Tokenizes Yield for Fixed Rates
Aave's Role in Decentralized Lending
By The On-Chain Desk · 5d ago
Aave's Role in Decentralized Lending
Understanding Aave: The Core of Decentralized Lending
By The On-Chain Desk · 7d ago
Understanding Aave: The Core of Decentralized Lending
Ethereum's Institutional Play: The ETHGas Proposal
By The On-Chain Desk · 9d ago
Ethereum's Institutional Play: The ETHGas Proposal

Digital Assets

10 storiesAll Crypto
SpaceX-Tesla Merger Talks Advance; Bitcoin Holders Watch Tesla's Balance SheetDigital Assets
BreakingDigital Assets

SpaceX-Tesla Merger Talks Advance; Bitcoin Holders Watch Tesla's Balance Sheet

A potential merger between Elon Musk's companies could expand corporate blockchain adoption beyond Tesla's current Bitcoin holdings, though regulatory approval remains uncertain

By Gokhshtein MediaNovember 12, 20262 min read
Latest in Crypto
01
SoFi Brings SOFIUSD Stablecoin to Polygon, Expanding Cross-Chain Access
By The Digital Assets Desk · 5h ago
SoFi Brings SOFIUSD Stablecoin to Polygon, Expanding Cross-Chain Access
02
Binance Covers $6.3B Hack, Deploys ZK Proofs for Reserve Verification
By The Digital Assets Desk · 6h ago
Binance Covers $6.3B Hack, Deploys ZK Proofs for Reserve Verification
03
Coinbase Bundles $50 Bitcoin Bonus Into Children's Book at $21.01
By The Digital Assets Desk · 8h ago
Coinbase Bundles $50 Bitcoin Bonus Into Children's Book at $21.01
04
TSMC Confirms 46,000 Records Leaked, Attackers Demand 3 Bitcoin
By The Digital Assets Desk · 12h ago
TSMC Confirms 46,000 Records Leaked, Attackers Demand 3 Bitcoin

DeFi & On-Chain

12 storiesAll DeFi
DTCC Moves DTC Treasuries to Canton as Lighter Launches LIT TradingDeFi & On-Chain
BreakingDeFi & On-Chain

DTCC Moves DTC Treasuries to Canton as Lighter Launches LIT Trading

The DTCC brings DTC-custodied U.S. Treasuries onto Canton's RWA infrastructure while Lighter debuts LIT trading with fees benchmarked to Hyperliquid's rates.

By Gokhshtein MediaNovember 12, 20263 min read
Latest On-Chain
82 Crypto Protocols Shut Down in 2026 During Viability Crisis
By The On-Chain Desk · 3h ago
82 Crypto Protocols Shut Down in 2026 During Viability Crisis
Anthropic Pre-IPO Perp on trade[XYZ] Closes 33 Percent Above Filed Range
By The On-Chain Desk · 7h ago
Anthropic Pre-IPO Perp on trade[XYZ] Closes 33 Percent Above Filed Range
Hyperliquid Perpetuals Hit 169% YTD User Growth as Spot Lags
By The On-Chain Desk · 8h ago
Hyperliquid Perpetuals Hit 169% YTD User Growth as Spot Lags
Solana's Bet on Institutional Blockchain
By The On-Chain Desk · 9h ago
Solana's Bet on Institutional Blockchain
Protocols & Flows
PancakeSwap Proposes 88% LP Fee Share, 69% CAKE Emission Cut
17h ago
FCA Opens DeFi Compliance Consultations as UK Regime Nears Enforcement
17h ago
Suiet Wallet Shuts Down as Sui DeFi TVL Falls 22 Percent
19h ago
trade[XYZ] Logs $700B Volume in RWA Perps on Hyperliquid
Yesterday

U.S. Equities

9 storiesAll Equities
Mega-Cap Tech's $1.1T AI Bet Faces Political HeadwindsU.S. Equities
BreakingU.S. Equities

Mega-Cap Tech's $1.1T AI Bet Faces Political Headwinds

Five hyperscalers plan $1.1 trillion in data center spending, but regulatory scrutiny threatens returns and amplifies concentration risk in the S&P 500.

By Gokhshtein MediaNovember 12, 20263 min read
Today's Movers
Full Screener
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UPS Stock Offers 5.8% Yield as Treasury Competition Intensifies
6h ago
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Burry's Nvidia Reversal: What the Bear's Unwind Shows
20h ago
U.S. Equities
Dividend Kings: KO, PEP, PG, CL, JNJ Offer Income With 50+ Years of Hikes
21h ago
U.S. Equities
ChargePoint Surges 69% in a Month; Earnings Call Is the Catalyst
23h ago

Markets & Macro

11 storiesAll Macro
30-Year Treasury Auction Yields 5.441%, Weakest Demand Since JuneMacro & Rates
BreakingMacro & Rates

30-Year Treasury Auction Yields 5.441%, Weakest Demand Since June

A 0.4 basis point tail signals investor hesitation over long-duration risk as the Treasury continues heavy issuance.

By Gokhshtein MediaNovember 12, 20263 min read
Indonesia VP Resignation Disrupts Rupiah, Widens Sovereign Spreads
18h ago
Taiwan APEC Participation Shows Risk Reduction; Dollar Index Weakens
19h ago
Nvidia Board Meets on Huang Future as Investors Weigh Growth Repricing
20h ago
Rates & Yields
Global Macro
Macro & Rates
Mexico's Steel Crackdown Cuts Import Surge, Eases U.S. Tariff Standoff
22h ago
Macro & Rates
S&P 500 Rallies 1.3% on AI Earnings; Bond Market Prices Out March Fed Cut
22h ago
Macro & Rates
Gold Breaks Below $4,000 as Fed Tightening Reprices Bond Markets
23h 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
Paolo Ardoino Predicts Tether Gold Will Match Top Gold ETFs
Voices
Paolo Ardoino Predicts Tether Gold Will Match Top Gold ETFs
2h ago
Mohamed El-Erian Notes Dollar Index Reaches April 2025 Levels
Voices
Mohamed El-Erian Notes Dollar Index Reaches April 2025 Levels
2h ago
David Gokhshtein Calls For Bitcoin To Reach $60K And Hold
Voices
David Gokhshtein Calls For Bitcoin To Reach $60K And Hold
2h ago
Daly: AI Not Driving Current Inflation, But Poses Future Risk
Voices
Daly: AI Not Driving Current Inflation, But Poses Future Risk
5h ago
Digital Assets
Voices
David Gokhshtein Says Bitcoin ETFs Are Now Negative for 2026
10h ago
Voices
Kobeissi Letter Reports Broadening US Inflationary Pressures
12h ago
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Andy Constan Dismisses Fears Over Nvidia's 'Circular Deals'
12h ago
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Carl Quintanilla Relays Jeff Sonnenfeld’s Warning on Corporate Governance
12h ago
Markets
Voices
Michaël van de Poppe Says Anthropic IPO Draining Crypto Liquidity
14h ago
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ZeroHedge Reports German Welfare Spending to Foreigners
14h ago
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Scott Melker Reports CFTC Approves TZERO Derivatives Exchange
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UK GDP Growth at 2.5-Year High Fuels Risk-Asset Rally, Crypto Set for Inflows
15h ago
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Crypto Spot ETFs Experience Significant Outflows
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XRP Whale Wallets Surge 5% as Price Dips Toward $1
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Pete Rizzo Reports Michael Saylor Says MSCI Ruling Does Not Matter for Bitcoin
18h 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
20 — Extreme Fear
BTC: -0.13% — Trading at $71,281
-0.13%
ETH: -0.18% — Trading at $2,013.59
-0.18%
SOL: -0.09% — Trading at $81.55
-0.09%
DXY: 103.17 — Dollar weakening (-0.00%)
Weak
Market Structure
BTC/ETH ratio: 35.4 — Bitcoin dominant
35.4
S&P 500 at 7,592.40 — down -0.35% today
-0.35%
VIX at 18.7 — Normal volatility
18.7
Gold at $3,885.50 — safe haven demand rising
$3,885.50
Crude at $88.72 — energy prices falling
-0.02%
David's Direct Read
XRP: -0.03% at $1.04
-0.03%
LINK: -0.15% at $10.12
-0.15%
BTC: -0.13% at $71,281
-0.13%
ADA: +0.32% at $0.1747
+0.32%
SOL: -0.09% at $81.55
-0.09%
Live Prices
Cardano
ADA/USD
$0.175
up+0.32%
Ethereum
ETH/USD
$2,014
down−0.18%
Chainlink
LINK/USD
$10.12
down−0.15%
Solana
SOL/USD
$81.55
down−0.09%
Bitcoin
BTC/USD
$71,281
down−0.13%
XRP
XRP/USD
$1.04
down−0.03%
Full Market Data →
S&P 500
7,592.40
down26.98 (-0.35%)
Nasdaq
25,366
down100.10 (-0.39%)
Dow Jones
52,297
down189.40 (-0.36%)
Russell 2000
2,799.06
down47.20 (-1.66%)
NVDA
NVDA
$166.19
down-4.34%
TSLA
Tesla
$397.45
up+1.70%
AAPL
Apple
$354.88
down-0.14%
META
Meta
$623.61
down-0.82%
MSFT
Microsoft
$523.00
up+0.36%
AMZN
Amazon
$267.44
up+0.48%
GOOGL
Alphabet
$298.70
up+1.79%
5-Year Treasury
4.95%
up+12 bps
10-Year Treasury
5.10%
up+10 bps
30-Year Treasury
5.43%
up+8 bps
13-Week T-Bill
4.13%
up+1 bps
VIX (Volatility)
18.70
up+6.92%
Gold Spot
$3,886
up+0.01%
Dollar Index
103.17
down-0.00%
Terminal · Live FeedLive
Cardano
$0.175
+0.32%
Ethereum
$2,014
−0.18%
Chainlink
$10.12
−0.15%
Solana
$81.55
−0.09%
Bitcoin
$71,281
−0.13%
XRP
$1.04
−0.03%
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