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ADA$0.207up+0.57%ETH$2,362up+0.62%LINK$11.77up+1.78%SOL$102.27up+1.04%BTC$81,052up+0.31%XRP$1.33down−0.06%S&P 5007,723up+0.60%Nasdaq26,478up+1.18%Dow52,378up+0.03%RUT2,819up+1.16%TNX4.99%up+0.14%TYX5.30%up+0.08%FVX4.84%up+0.33%IRX4.04%up+0.37%VIX17.56up+0.23%GOLD$4,052.90down−0.53%SILVER$53.90down−1.12%OIL$102.19up+2.29%DXY102.45up+0.13%NVDA$217.94up+0.90%AAPL$347.10up+0.93%TSLA$407.46up+4.04%META$620.19down−1.64%MSFT$531.33down−0.24%AMZN$253.10up+1.61%GOOGL$320.58up+1.19%Fear & Greed51 — NeutralADA$0.207up+0.57%ETH$2,362up+0.62%LINK$11.77up+1.78%SOL$102.27up+1.04%BTC$81,052up+0.31%XRP$1.33down−0.06%S&P 5007,723up+0.60%Nasdaq26,478up+1.18%Dow52,378up+0.03%RUT2,819up+1.16%TNX4.99%up+0.14%TYX5.30%up+0.08%FVX4.84%up+0.33%IRX4.04%up+0.37%VIX17.56up+0.23%GOLD$4,052.90down−0.53%SILVER$53.90down−1.12%OIL$102.19up+2.29%DXY102.45up+0.13%NVDA$217.94up+0.90%AAPL$347.10up+0.93%TSLA$407.46up+4.04%META$620.19down−1.64%MSFT$531.33down−0.24%AMZN$253.10up+1.61%GOOGL$320.58up+1.19%Fear & Greed51 — Neutral
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Wednesday, October 28, 2026Live · 24/7 Newsroom
GOKHSHTEIN.
The Front Page of Everything
BreakingMacro & Rates

RBNZ Holds Rate, Steepens NZ Yield Curve as Fed Divergence Weighs

The Reserve Bank of New Zealand surprised markets with a hold at 5.50 percent, sending the kiwi lower and pushing two-year yields up 12 basis points as rate-cut bets unwind.

● Top storyBy The Macro & Rates Desk2 min readUpdated 23m ago
RBNZ Holds Rate, Steepens NZ Yield Curve as Fed Divergence Weighs
U.S. EquitiesGriffon Rallies Despite Sell Rating and Valuation PremiumGFF shares rose 2.65 percent to $100.26, beating the S&P 500, but analysts rate the stock a Sell and it trades above sector averages.Sports BusinessNFL Teams Navigate Post-Week 7 Landscape Amidst Trades and InjuriesKey players are moving to injured reserve, while significant trades are reshaping team rosters and future draft capital.Research & AnalysisDatavault AI Stock Halts After Bitcoin Access Failure Blocks $150M Scilex DealShares collapsed 50 percent as the company disclosed it cannot withdraw bitcoin promised under a Scilex share purchase agreement, raising questions about asset custody.
The Wire
30mTechnologyGuidewire Buys Hyperexponential for $1.7B to Embed AI in Underwriting0155mDeFi & On-ChainDTCC Tokenizes Treasuries on Canton, Lighter Launches LIT at Hyperliquid-Competitive Fees021hDigital AssetsCrypto.com, OG.com Launch 5x Perpetual Contracts for U.S. Traders031hPolitics & PolicyPentagon's $47 Billion Iran Tab Starts Defense Spending Fight0444mMacro & RatesMalaysia Seizes $12.1M in AI Chips; Supply Shock Adds Duration Risk051hTechnologySK Hynix Locks in 50% of Output Through 2028 as Memory Shortage Extends to 2030061hU.S. EquitiesExxonMobil and Chevron Gain on Houthi Attacks, Supply Tightening072hDigital AssetsCrypto Executives Rebut WSJ Tokenization Warnings, Cite Regulatory Compliance08
Gokhshtein Retail Money Index · Oct 2768Chasing · +17 vs. priorThe strongest signal is crypto breadth: 36 of 40 tracked sectors up on the day.Method and history
Market WallFull Markets
BTCBitcoin
$81,052+0.31%
ETHEthereum
$2,362+0.62%
SOLSolana
$102.27+1.04%
XRPXRP
$1.33−0.06%
SPXS&P 500
7,723+0.60%
NDXNasdaq 100
26,478+1.18%
GOLDGold
$4,052.90−0.53%
DXYDollar Index
102.45+0.13%
VIXVolatility
17.56+0.23%
OILCrude Oil
$102.19+2.29%
PoliticsAll
Pentagon's Iran War Tab Hits $47 Billion, Straining Budget Talks
Pentagon's Iran War Tab Hits $47 Billion, Straining Budget Talks
7h ago · 2 min
02Houthis Claim Missile Strike on Saudi Oil Refinery03Trump's Midterm Campaign Strategy Draws Attention and Pushback04Democrats Hold House Edge as Voter Enthusiasm Wanes Over Economy05Hoffman's $500K Gift to Dem PAC Funds Epstein Attack Ads on GOP
TechnologyAll
Walmart's AI Bet: Why 84% of Frontline Workers Adopt Automation
Walmart's AI Bet: Why 84% of Frontline Workers Adopt Automation
3h ago · 3 min
02Re:Build Raises $2.1B to Challenge China in U.S. Manufacturing03AI Power Demands Drive $110M Grid-Tech Bet: Why Veir's Superconductors Matter04Anthropic's IPO Filing Lays Out AI's Hard Economics: Safety, Power, and Politics05AI Agents Spark Debate Over Autonomy, Capabilities, and Risks
SportsAll
Jackson's Contract Stalled as Ravens Slide Without Star QB
Jackson's Contract Stalled as Ravens Slide Without Star QB
Yesterday · 3 min
02Raiders Evaluating QB Change After Four-Game Skid03Giants-Texans Game Draws X Spotlight with Key Plays and Injury Updates04Manning's Edge Lifts No. 19 Texas Past No. 7 Ole Miss05Tatum Denies Beef With Brown After Trade to 76ers
ResearchAll
CFTC to Double COT Report Frequency by Year-End
CFTC to Double COT Report Frequency by Year-End
16h ago · 3 min
02Majority Size Shows Policy Use in Split Congress03La Caisse Buys 49.9% of BCE Wireless Towers for Debt Reduction04Retail Pulse: Quantum-Resistant Leads the Rotation as Bitcoin Leads Retail Chatter05Moody's Affirms France at Aa2, Halting Bond Selloff

The Breakdown

Original analysisMore Breakdowns
The Critical Shift to On-Chain Identity with v2The Breakdown
The Breakdown

The Critical Shift to On-Chain Identity with v2

This breakdown explains how the Ethereum Name Service works, why its v2 upgrade matters, and what it means for Web3 identity.

By Gokhshtein MediaOctober 27, 20264 min read
More Breakdowns
Uniswap: The Engine Room of On-Chain Swaps
By The On-Chain Desk · 3d ago
Uniswap: The Engine Room of On-Chain Swaps
Arbitrum: Ethereum's Scaling Engine Explained
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1inch: The DeFi Router Solving Liquidity Fragmentation
By The On-Chain Desk · 7d ago
1inch: The DeFi Router Solving Liquidity Fragmentation
How Celestia Solves Blockchain Scalability Through Data Availability
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How Celestia Solves Blockchain Scalability Through Data Availability

Digital Assets

9 storiesAll Crypto
26 Companies Block OKXICE Tokenized Stock PlansDigital Assets
BreakingDigital Assets

26 Companies Block OKXICE Tokenized Stock Plans

IBM, Oracle, Intel, and IonQ join 22 other firms in rejecting OKX and Intercontinental Exchange's blockchain trading platform, threatening the joint venture's market rollout.

By Gokhshtein MediaOctober 28, 20263 min read
Latest in Crypto
01
Dorsey: Bitcoin Fails Without Daily-Use Adoption
By The Digital Assets Desk · 4h ago
Dorsey: Bitcoin Fails Without Daily-Use Adoption
02
Zcash at 10: Development Fund Shift Targets Quantum Security
By The Digital Assets Desk · 5h ago
Zcash at 10: Development Fund Shift Targets Quantum Security
03
Bitcoin Targets $125K as Galaxy Research Flags Bear Market End
By The Digital Assets Desk · 7h ago
Bitcoin Targets $125K as Galaxy Research Flags Bear Market End
04
Robinhood's Crypto Revenue Drops 55% to $120M Despite $1.42B Record
By The Digital Assets Desk · 11h ago
Robinhood's Crypto Revenue Drops 55% to $120M Despite $1.42B Record

DeFi & On-Chain

12 storiesAll DeFi
DTCC Tokenizes Treasuries on Canton, Lighter Launches LIT at Hyperliquid-Competitive FeesDeFi & On-Chain
BreakingDeFi & On-Chain

DTCC Tokenizes Treasuries on Canton, Lighter Launches LIT at Hyperliquid-Competitive Fees

The DTCC moves DTC-custodied U.S. Treasury holdings onto Canton Network while Lighter debuts its LIT perpetuals product with fee parity to Hyperliquid.

By Gokhshtein MediaOctober 28, 20263 min read
Latest On-Chain
Drift Exploiter Moves $61M ETH to Tornado Cash, Retains $194M
By The On-Chain Desk · 2h ago
Drift Exploiter Moves $61M ETH to Tornado Cash, Retains $194M
82 DeFi Projects Shut Down in 2026 as Funding Dries Up
By The On-Chain Desk · 12h ago
82 DeFi Projects Shut Down in 2026 as Funding Dries Up
BNY Mellon Adds XRP and RLUSD to Custody as Ripple, C2FO Test Invoice Settlement
By The On-Chain Desk · 16h ago
BNY Mellon Adds XRP and RLUSD to Custody as Ripple, C2FO Test Invoice Settlement
The Critical Shift to On-Chain Identity with v2
By The On-Chain Desk · 17h ago
The Critical Shift to On-Chain Identity with v2
Protocols & Flows
DeFi Lending TVL Climbs 55 Percent to $56 Billion as Protocols Tighten Risk Controls
23h ago
Tether Freezes, Unfreezes $1.45M in THORChain Vaults Without Notice
23h ago
UK FCA Opens DeFi AML and Crypto Asset Exclusion Consultations
Yesterday
Trade.xyz Launches Anthropic Pre-IPO Perps with 10x Use
Yesterday

U.S. Equities

10 storiesAll Equities
Dollar General Trades at Discount Ahead of Earnings; Zacks Buy RatingU.S. Equities
BreakingU.S. Equities

Dollar General Trades at Discount Ahead of Earnings; Zacks Buy Rating

DG stock is valued 20 percent below sector average and holds a Zacks Buy rating as consensus estimates point to 8.6 percent earnings growth this quarter

By Gokhshtein MediaOctober 28, 20263 min read
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4h ago
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Dollar General Trades Below Sector at 16.2x Forward—Upgrade Odds Rising
5h ago

Markets & Macro

10 storiesAll Macro
Baker Hughes Profit Falls as Energy Producers Pare SpendingMacro & Rates
BreakingMacro & Rates

Baker Hughes Profit Falls as Energy Producers Pare Spending

Oilfield services giant posts $280 million quarterly profit, down 20 percent, as oil and gas firms cut capital expenditures and constrain crude supply growth.

By Gokhshtein MediaOctober 28, 20262 min read
Case Shiller Data Shows Stickiness Risk for Core Inflation
18h ago
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Yesterday
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Rates & Yields
Global Macro
Macro & Rates
Alaska Senate Race Lawsuit Roils Treasury Markets With Political Risk Premium
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Microsoft Cuts 60,000 Jobs to Fund AI Push; Bonds May Tighten
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David Gokhshtein
David Gokhshtein
Founder
@Gokhshtein on XAbout David
Editor’s ReadOctober 25, 2026

Retail Money Index Ends Week Balanced After Volatile Swings

Retail investors showed selective risk-taking in crypto while displaying caution in traditional stocks this week.

“## The week in one number The Retail Money Index series began this week, providing a new measure of collective retail investor sentiment and positioning. The latest reading for the index settled at 5”

David GokhshteinOctober 25, 202613 min read
Read David’s Analysis

Latest News

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ZeroHedge Reports $200 Billion AI Capital Call in One Day
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Open GMarkets
Market Signals
C
Market Grade
Neutral — Mixed Signals
Market Sentiment
FearGreed
51 — Neutral
BTC: +0.31% — Trading at $81,052
+0.31%
ETH: +0.62% — Trading at $2,361.70
+0.62%
SOL: +1.04% — Trading at $102.27
+1.04%
DXY: 102.45 — Dollar strengthening (+0.13%)
Strong
Market Structure
BTC/ETH ratio: 34.3 — Bitcoin dominant
34.3
S&P 500 at 7,722.60 — up +0.60% today
+0.60%
VIX at 17.6 — Normal volatility
17.6
Gold at $4,052.90 — risk appetite increasing
$4,052.90
Crude at $102.19 — energy prices rising
+2.29%
David's Direct Read
XRP: -0.06% at $1.33
-0.06%
LINK: +1.78% at $11.77
+1.78%
BTC: +0.31% at $81,052
+0.31%
ADA: +0.57% at $0.2067
+0.57%
SOL: +1.04% at $102.27
+1.04%
Live Prices
Cardano
ADA/USD
$0.207
up+0.57%
Ethereum
ETH/USD
$2,362
up+0.62%
Chainlink
LINK/USD
$11.77
up+1.78%
Solana
SOL/USD
$102.27
up+1.04%
Bitcoin
BTC/USD
$81,052
up+0.31%
XRP
XRP/USD
$1.33
down−0.06%
Full Market Data →
S&P 500
7,722.60
up+45.83 (+0.60%)
Nasdaq
26,478
up+308.43 (+1.18%)
Dow Jones
52,378
up+15.97 (+0.03%)
Russell 2000
2,818.87
up+32.45 (+1.16%)
NVDA
NVDA
$217.94
up+0.90%
TSLA
Tesla
$407.46
up+4.04%
AAPL
Apple
$347.10
up+0.93%
META
Meta
$620.19
down-1.64%
MSFT
Microsoft
$531.33
down-0.24%
AMZN
Amazon
$253.10
up+1.61%
GOOGL
Alphabet
$320.58
up+1.19%
5-Year Treasury
4.84%
up+2 bps
10-Year Treasury
4.99%
up+1 bps
30-Year Treasury
5.30%
up+0 bps
13-Week T-Bill
4.04%
up+1 bps
VIX (Volatility)
17.56
up+0.23%
Gold Spot
$4,053
down-0.53%
Dollar Index
102.45
up+0.13%
Terminal · Live FeedLive
Cardano
$0.207
+0.57%
Ethereum
$2,362
+0.62%
Chainlink
$11.77
+1.78%
Solana
$102.27
+1.04%
Bitcoin
$81,052
+0.31%
XRP
$1.33
−0.06%
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