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BTC$73,762down−0.64%ETH$2,048down−2.23%SOL$83.71down−1.28%XRP$1.06down−2.15%LINK$10.31down−1.72%ADA$0.176down−0.80%S&P 5007,521down−0.38%Nasdaq25,066down−0.74%Dow52,232down−0.30%RUT2,821down−0.68%TNX4.98%up+2.45%TYX5.35%up+1.79%FVX4.81%up+3.18%IRX4.12%up+1.98%VIX18.42down−5.34%GOLD$4,049.20up+0.47%SILVER$52.82up+3.10%OIL$87.24up+1.39%DXY102.55up+0.31%NVDA$168.89down−5.47%AAPL$348.51down−0.62%TSLA$379.78up+0.46%META$641.39up+0.00%MSFT$533.16down−2.20%AMZN$270.87up+1.48%GOOGL$287.38down−0.27%Fear & Greed29 — FearBTC$73,762down−0.64%ETH$2,048down−2.23%SOL$83.71down−1.28%XRP$1.06down−2.15%LINK$10.31down−1.72%ADA$0.176down−0.80%S&P 5007,521down−0.38%Nasdaq25,066down−0.74%Dow52,232down−0.30%RUT2,821down−0.68%TNX4.98%up+2.45%TYX5.35%up+1.79%FVX4.81%up+3.18%IRX4.12%up+1.98%VIX18.42down−5.34%GOLD$4,049.20up+0.47%SILVER$52.82up+3.10%OIL$87.24up+1.39%DXY102.55up+0.31%NVDA$168.89down−5.47%AAPL$348.51down−0.62%TSLA$379.78up+0.46%META$641.39up+0.00%MSFT$533.16down−2.20%AMZN$270.87up+1.48%GOOGL$287.38down−0.27%Fear & Greed29 — Fear
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Wednesday, November 11, 2026Live · 24/7 Newsroom
GOKHSHTEIN.
The Front Page of Everything
BreakingDigital Assets

Banks Add $306M to Bitcoin ETF Holdings in Q3 Filings

Barclays increased IBIT stake 48 percent to $187 million while Citigroup opened a $119 million FBTC position in early third-quarter 13F disclosures.

● Top storyBy The Digital Assets Desk3 min readUpdated 2m ago
Banks Add $306M to Bitcoin ETF Holdings in Q3 Filings
Politics & PolicyHouse GOP Elevates Jim Jordan to Lead Key InitiativesRepublicans consolidate behind the Ohio conservative and Freedom Caucus leader to shape oversight and legislative strategy.Macro & RatesUkraine Attack Widens Geopolitical Risk Premium; Treasuries Rally, Spreads CompressDrone strike on Kryvyi Rih power grid reignites safe-haven demand, pushing Treasury yields lower and compressing credit spreads as investors flee emerging-market exposure.TechnologyEnterprise Software Tax: 28% of IT Budgets Lost to Forced UpgradesLarge enterprises spend roughly one-quarter of software budgets on unwanted vendor-driven changes, starving innovation and security investmentsResearch & AnalysisVisa Adds Monad to Stablecoin Settlement Rail — Fragmented Liquidity Risk RemainsVisa integrated Monad's Layer 1 blockchain for stablecoin settlement, betting on throughput over liquidity concentration, but execution data is sparse.
The Wire
43mU.S. EquitiesMortgage Rate Drop Starts Homebuilder Rally; Watch DHI, LEN, TOL011hSports BusinessNBA Plans European League With $1 Billion Franchise Fees021hDeFi & On-Chaintrade[XYZ] Logs $700B Volume in RWA Perps on Hyperliquid032hVoicesKobeissi Letter Details Nvidia China Allegations, CEO Huang's Role0423mDigital AssetsBanks Boost Bitcoin ETF Holdings as Barclays, Citi Add Millions0550mU.S. EquitiesHealthcare's 25-Year Lead Over Tech Shows AI Enthusiasm Has Peaked061hDigital AssetsKraken Pushes xStocks to 1,500 Assets With 200 EU/UK Equities, Eyes Asia Expansion071hDigital Assets35.4% of Bitcoin Supply Vulnerable to Quantum Attacks, On-Chain Data Shows08
Gokhshtein Retail Money Index · Nov 1040Cautious · -17 vs. priorThe weakest signal is crypto breadth: 0 of 40 tracked sectors up on the day.Method and history
Market WallFull Markets
BTCBitcoin
$73,762−0.64%
ETHEthereum
$2,048−2.23%
SOLSolana
$83.71−1.28%
XRPXRP
$1.06−2.15%
SPXS&P 500
7,521−0.38%
NDXNasdaq 100
25,066−0.74%
GOLDGold
$4,049.20+0.47%
DXYDollar Index
102.55+0.31%
VIXVolatility
18.42−5.34%
OILCrude Oil
$87.24+1.39%
PoliticsAll
California Voters Reject Billionaire Tax as Foes Spend $400 Million
California Voters Reject Billionaire Tax as Foes Spend $400 Million
4h ago · 3 min
02ICE Faces Flood of Legal Challenges as Detainees File 100,000 Habeas Petitions03Eisenkot Gets 28 Days to Build Emergency Government as Israel's Parties Balk04Pentagon Shifts Tankers to UK Base After B-52 Departure05Myanmar Pitches U.S. on Rare Earths to Break China's Grip
TechnologyAll
Russian Intelligence Hackers Exploit iOS, Android Flaws in Broad Campaign
Russian Intelligence Hackers Exploit iOS, Android Flaws in Broad Campaign
4h ago · 3 min
02OpenAI Pivots ChatGPT to Google's Strategy: Business Profiles Over Direct Sales03eMudhra Exits TLS Business After Weak Key Fiasco04Anthropic Founders Plan $250M Each in $1.4T IPO, Retain Voting Control05South Korea's Chip Exports Surge 331% as AI Boom Strains Memory Capacity
SportsAll
NFL Trade Deadline Drama: Bengals-Eagles Deal Collapses Over Compensatory Pick
NFL Trade Deadline Drama: Bengals-Eagles Deal Collapses Over Compensatory Pick
18h ago · 3 min
0210th Circuit Reverses NCAA Eligibility Injunction03Clifford Chance Hires Baker, Betting on Sports PE Market04Bengals, Packers Win With Elite Passing Despite Run Game Struggles05NFL Trade Deadline Hits Record for Early-Round Picks
ResearchAll
Bitdeer's 248% Bitcoin Production Surge Drives Record $320.7M Q3 Revenue
Bitdeer's 248% Bitcoin Production Surge Drives Record $320.7M Q3 Revenue
5h ago · 3 min
02MEGA Allocates $30M to Decentralized AI Inference, Shows Ethereum Pivot03Canaan's Q3 Revenue Collapses 90% as Crypto Gains Mask Hardware Weakness04CoreWeave's $9B Prepayment Scheme Masks Structural Use05SoftBank's $3.7B Data-Center Writedown Shows AI Portfolio Recalibration

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 · 3d ago
Aave's Role in Decentralized Lending
Understanding Aave: The Core of Decentralized Lending
By The On-Chain Desk · 5d ago
Understanding Aave: The Core of Decentralized Lending
Ethereum's Institutional Play: The ETHGas Proposal
By The On-Chain Desk · 7d ago
Ethereum's Institutional Play: The ETHGas Proposal
Lido: How Liquid Staking Works and Why It Matters
By The On-Chain Desk · 10d ago
Lido: How Liquid Staking Works and Why It Matters

Digital Assets

8 storiesAll Crypto
Bitcoin ETFs Post $95M Outflow as BTC Slides to $73,760Digital Assets
BreakingDigital Assets

Bitcoin ETFs Post $95M Outflow as BTC Slides to $73,760

Spot Bitcoin, Ethereum, and XRP ETFs registered $103.94 million in net outflows on November 10, signaling institutional retreat after weeks of accumulation.

By Gokhshtein MediaNovember 11, 20262 min read
Latest in Crypto
01
Deutsche Bank Enters Digital Asset Custody, Showing Traditional Finance's Adopt
By The Digital Assets Desk · 4h ago
Deutsche Bank Enters Digital Asset Custody, Showing Traditional Finance's Adopt
02
227,000 BTC Awakens in 2026 as Dormant Wallets Move $2.49 Billion
By The Digital Assets Desk · 5h ago
227,000 BTC Awakens in 2026 as Dormant Wallets Move $2.49 Billion
03
GENIUS Act Sets January 2027 Deadline for Stablecoin Issuers to Win Fed or State Approval
By The Digital Assets Desk · 6h ago
GENIUS Act Sets January 2027 Deadline for Stablecoin Issuers to Win Fed or State Approval
04
Bitcoin Spot ETFs Post $95M Outflow for Fourth Straight Day
By The Digital Assets Desk · 6h ago
Bitcoin Spot ETFs Post $95M Outflow for Fourth Straight Day

DeFi & On-Chain

12 storiesAll DeFi
trade[XYZ] Logs $700B Volume in RWA Perps on HyperliquidDeFi & On-Chain
BreakingDeFi & On-Chain

trade[XYZ] Logs $700B Volume in RWA Perps on Hyperliquid

The Hyperliquid-native protocol has processed $700 billion in notional volume across 120 real-world asset perpetual markets, backed by investor Stan Druckenmiller and Intercontinental Exchange.

By Gokhshtein MediaNovember 11, 20263 min read
Latest On-Chain
Drift Exploiter Moves $61M ETH to Tornado Cash, Retains $194M in Stolen Funds
By The On-Chain Desk · 5h ago
Drift Exploiter Moves $61M ETH to Tornado Cash, Retains $194M in Stolen Funds
PancakeSwap TVL Hits $2.4B as 'The Flip' Vote Eyes 69% CAKE Emission Cut
By The On-Chain Desk · 6h ago
PancakeSwap TVL Hits $2.4B as 'The Flip' Vote Eyes 69% CAKE Emission Cut
UK FCA Opens DeFi AML Guidance, Clarifies Cryptoasset Exclusions
By The On-Chain Desk · 17h ago
UK FCA Opens DeFi AML Guidance, Clarifies Cryptoasset Exclusions
Threshold's tBTC Bridge Restarts After Security Pause; Aave Reserve Stays Frozen
By The On-Chain Desk · 18h ago
Threshold's tBTC Bridge Restarts After Security Pause; Aave Reserve Stays Frozen
Protocols & Flows
Pendle: How DeFi Tokenizes Yield for Fixed Rates
22h ago
Whale 0x5479 Moves 10,000 ETH From Binance After Nine-Month Dormancy
22h ago
Tokenized Gold Reaches $5.19B AUM, Ranks 22nd Among Gold Funds
Yesterday
PancakeSwap Proposes 88% Fee Share to LPs, Cuts CAKE Emissions 69%
Yesterday

U.S. Equities

7 storiesAll Equities
Rivian's EDV Push Hits Amazon Consent WallU.S. Equities
BreakingU.S. Equities

Rivian's EDV Push Hits Amazon Consent Wall

Upgraded electric delivery vans with 30 percent more range won't unlock full commercial potential while Amazon retains veto power over key customer segments

By Gokhshtein MediaNovember 11, 20263 min read
Today's Movers
Full Screener
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eBay's 53% Rally Demands EPS Proof: Valuation at 25.6x Leaves No Room for Margin Slip
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Caterpillar Stock Could Rise 60% as Data Center Demand Fills $78B Backlog
12h ago
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Realty Income, Chevron, Pfizer: Defensive Yields Up to 5.9% as S&P 500 Retreats
15h ago
U.S. Equities
Megaspeed Reprieve: Commerce Delay Extends Window for Supply Chain Fix
16h ago

Markets & Macro

11 storiesAll Macro
Core Inflation Spike at 4.1% Triggers 80% December Hike ProbabilityMacro & Rates
Macro & Rates

Core Inflation Spike at 4.1% Triggers 80% December Hike Probability

Core consumer prices exceeded forecasts, sending two-year yields up 15 basis points and steepening Fed tightening bets as curve inversion deepens.

By Gokhshtein MediaNovember 11, 20262 min read
Waller's December Hike Call Steepens Inversion Risk, Pressures Duration
Yesterday
Oil Drop, Asian Gains Show Market Confidence Ahead of Tuesday CPI
Yesterday
China's Western Pacific Drills Widen Asia Risk Premium, Pressures Treasury Yields
Yesterday
Rates & Yields
Global Macro
Macro & Rates
Jeffries Demands Nvidia Clarity on China Chip Export Rules
Yesterday
Macro & Rates
Gold Above $4,100 as Oil Decline Eases Inflation Pressure
Yesterday
Macro & Rates
Private Credit Fills $1.3B Fullscript Gap as Syndicated Lenders Retreat
Yesterday
David Gokhshtein
David Gokhshtein
Founder
@Gokhshtein on XAbout David
Editor’s ReadNovember 10, 2026

Treasury Selloff Grows as Inflation Surprises, Fed Shows Hawkish Pivot

Bond yields surge on hotter-than-expected inflation data and Federal Reserve officials' warnings of more aggressive rate hikes ahead.

“The U.S. Treasury market posted its largest selloff since April 2025 this week as inflation data exceeded forecasts and Federal Reserve officials signaled a need for sharper rate increases. Bond pric”

David GokhshteinNovember 10, 20263 min read
Read David’s Analysis

Latest News

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ZeroHedge Reports Goldman Sachs Adds Third Rate Hike to Forecast
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Market Signals
C
Market Grade
Neutral — Mixed Signals
Market Sentiment
FearGreed
29 — Fear
BTC: -0.64% — Trading at $73,762
-0.64%
ETH: -2.23% — Trading at $2,048.29
-2.23%
SOL: -1.28% — Trading at $83.71
-1.28%
DXY: 102.55 — Dollar strengthening (+0.31%)
Strong
Market Structure
BTC/ETH ratio: 36.0 — Bitcoin dominant
36.0
S&P 500 at 7,520.93 — down -0.38% today
-0.38%
VIX at 18.4 — Normal volatility
18.4
Gold at $4,049.20 — safe haven demand rising
$4,049.20
Crude at $87.24 — energy prices rising
+1.39%
David's Direct Read
XRP: -2.15% at $1.05
-2.15%
LINK: -1.72% at $10.31
-1.72%
BTC: -0.64% at $73,762
-0.64%
ADA: -0.80% at $0.1761
-0.80%
SOL: -1.28% at $83.71
-1.28%
Live Prices
Bitcoin
BTC/USD
$73,762
down−0.64%
Ethereum
ETH/USD
$2,048
down−2.23%
Solana
SOL/USD
$83.71
down−1.28%
XRP
XRP/USD
$1.06
down−2.15%
Chainlink
LINK/USD
$10.31
down−1.72%
Cardano
ADA/USD
$0.176
down−0.80%
Full Market Data →
S&P 500
7,520.93
down29.01 (-0.38%)
Nasdaq
25,066
down187.26 (-0.74%)
Dow Jones
52,232
down157.91 (-0.30%)
Russell 2000
2,821.38
down19.43 (-0.68%)
NVDA
NVDA
$168.89
down-5.47%
TSLA
Tesla
$379.78
up+0.46%
AAPL
Apple
$348.51
down-0.62%
META
Meta
$641.39
up+0.00%
MSFT
Microsoft
$533.16
down-2.20%
AMZN
Amazon
$270.87
up+1.48%
GOOGL
Alphabet
$287.38
down-0.27%
5-Year Treasury
4.81%
up+15 bps
10-Year Treasury
4.98%
up+12 bps
30-Year Treasury
5.35%
up+9 bps
13-Week T-Bill
4.12%
up+8 bps
VIX (Volatility)
18.42
down-5.34%
Gold Spot
$4,049
up+0.47%
Dollar Index
102.55
up+0.31%
Terminal · Live FeedLive
Bitcoin
$73,762
−0.64%
Ethereum
$2,048
−2.23%
Solana
$83.71
−1.28%
XRP
$1.06
−2.15%
Chainlink
$10.31
−1.72%
Cardano
$0.176
−0.80%
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