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ADA$0.165up+0.90%ETH$1,873up+0.75%LINK$8.40up+0.85%SOL$74.57up+0.89%BTC$64,370up+0.44%XRP$1.10up+0.78%S&P 5007,412up+0.05%Nasdaq24,976down−0.64%Dow51,947up+0.46%RUT2,930down−0.35%TNX4.68%down−0.51%TYX5.16%down−0.17%FVX4.43%down−0.78%IRX3.81%up+0.13%VIX18.58down−0.64%GOLD$4,070.80up+0.51%SILVER$58.91up+1.47%OIL$89.31down−3.12%DXY101.47down−0.00%NVDA$206.84down−0.92%AAPL$333.02up+3.53%TSLA$313.03down−2.08%META$595.19down−1.80%MSFT$381.70up+0.03%AMZN$232.11down−0.66%GOOGL$319.74up+0.65%Fear & Greed27 — FearADA$0.165up+0.90%ETH$1,873up+0.75%LINK$8.40up+0.85%SOL$74.57up+0.89%BTC$64,370up+0.44%XRP$1.10up+0.78%S&P 5007,412up+0.05%Nasdaq24,976down−0.64%Dow51,947up+0.46%RUT2,930down−0.35%TNX4.68%down−0.51%TYX5.16%down−0.17%FVX4.43%down−0.78%IRX3.81%up+0.13%VIX18.58down−0.64%GOLD$4,070.80up+0.51%SILVER$58.91up+1.47%OIL$89.31down−3.12%DXY101.47down−0.00%NVDA$206.84down−0.92%AAPL$333.02up+3.53%TSLA$313.03down−2.08%META$595.19down−1.80%MSFT$381.70up+0.03%AMZN$232.11down−0.66%GOOGL$319.74up+0.65%Fear & Greed27 — Fear
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Saturday, July 25, 2026Live · 24/7 Newsroom
GOKHSHTEIN.
The Front Page of Everything
BreakingResearch & AnalysisThe Gokhshtein Take

El Niño Deepens Asia's Rice Supply Crisis After India Export Curbs

Rainfall deficits across Southeast and South Asia compound elevated fuel and fertilizer costs, threatening yields and regional food stability.

● Top storyBy The Research Desk3 min readUpdated 24m ago
El Niño Deepens Asia's Rice Supply Crisis After India Export Curbs
Digital AssetsSamsung, SK Hynix AI Chip Deals Set to Drive Web3 Compute Demand as Nasdaq FallsSouth Korean chipmakers Samsung and SK Hynix are finalizing major AI chip supply deals with U.S. tech firms, a development with direct consequences for decentralized compute protocols and token economics.Politics & PolicyDefense Giants Lock In $40 Billion at Farnborough — Taxpayers Foot the BillLockheed Martin, Raytheon and Northrop Grumman signed deals topping $40 billion at Farnborough, backed by U.S. and allied government budgets.
The Wire
25mSports BusinessBlazers Bet $194M on Ja Morant—Here's Why the Risk Is Real0127mTechnologyPremium Laptop Bags Hold Margins as Hybrid Work Drives Repeat Purchases021hU.S. EquitiesDeepSeek Halts Fundraising Round, Putting Nvidia and AI Stocks in Focus031hMacro & RatesSpeculative Credit Spreads Widen as Growth Assumptions Break Down0426mSports BusinessSalvy Breaks Royals HR Record, Passing George Brett at 318051hSports BusinessRams Sign No. 13 Pick Ty Simpson to $25.4M Fully Guaranteed Rookie Deal061hTechnologyGoPro's Mission 1 Bets on Higher ASPs to Escape Commoditized Market071hU.S. EquitiesNvidia, Microsoft: One Analyst Says Overweight Tech, AI Bubble Talk Is Wrong08
Market WallFull Markets →
BTCBitcoin
$64,370+0.44%
ETHEthereum
$1,873+0.75%
SOLSolana
$74.57+0.89%
XRPXRP
$1.10+0.78%
SPXS&P 500
7,412+0.05%
NDXNasdaq 100
24,976−0.64%
GOLDGold
$4,070.80+0.51%
DXYDollar Index
101.47−0.00%
VIXVolatility
18.58−0.64%
OILCrude Oil
$89.31−3.12%
PoliticsAll →
National Guard Spends $292M to House Troops in D.C.—Contractors First in Line
National Guard Spends $292M to House Troops in D.C.—Contractors First in Line
3h ago · 3 min · Take
02U.S. Pauses Iran Strikes as Houthis Open New Front in Red Sea03Berlin Stonewalls Parliament on Nord Stream Blast04Manchin Launches Independent Bid to Crack Two-Party Hold on Congress05Massie Accuses Hegseth of Breaking Law With Iran War Moves
TechnologyAll →
Foldable Phone Economics: How OEMs Are Finally Making the Numbers Work
Foldable Phone Economics: How OEMs Are Finally Making the Numbers Work
6h ago · 3 min · Take
02E-Ink's Long Device Life Opens Enterprise Market, Pressures OEM Refresh Economics03Broadcom's Audit Push Draws Retaliation Claim From Allstate After Contract Exit04Imax's 36-Location Premium Format Cap Constrains Revenue Ceiling05Nvidia Locks In $500B HBM Supply Deal With SK Hynix to Defend AI Market Lead
SportsAll →
LeBron's Decision Leaves Warriors, Cavaliers, Heat and Wolves Scrambling
LeBron's Decision Leaves Warriors, Cavaliers, Heat and Wolves Scrambling
5h ago · 3 min · Take
02NFL FLAG Championships Put Youth Football on National Stage03Michael Kim Cards Historic 59 at 3M Open as Scheffler Stumbles04F1 Miami's $3M Super Yacht: 400 Seats, Three Weeks, Pure Profit05NFL Agent Stellato Pursues Olympic Spot With Italy's Flag Football Team
ResearchAll →
Options Markets show Wide Price Swings for Apple, Meta and Microsoft Earnings
Options Markets show Wide Price Swings for Apple, Meta and Microsoft Earnings
4h ago · 3 min · Take
02Active Funds Underperform Broad Indices During Geopolitical Stress, Data Shows03Institutions Push Into Crypto as Policy Friction Mounts04Vitol Pays $5.9 Billion to Traders as Annual Profit Halves to $4.2 Billion05S&P 500 Flat as Energy and Chip Losses Offset Earnings Gains

Digital Assets

11 storiesAll Crypto →
Poolin Files Chapter 11 With $163.7 Million Owed to 11,700 UsersDigital Assets
Digital AssetsThe Gokhshtein Take

Poolin Files Chapter 11 With $163.7 Million Owed to 11,700 Users

The Singapore-based Bitcoin mining pool froze withdrawals in 2022 and now auctions its West Texas facilities against a $52 million stalking-horse bid.

By Gokhshtein MediaJuly 25, 20263 min read
Latest in Crypto
01
Bitcoin ETFs Post $225M Outflow, Snapping Seven-Day Inflow Streak
By David Gokhshtein · 16h ago
Bitcoin ETFs Post $225M Outflow, Snapping Seven-Day Inflow Streak
02
$100.7M USDT Lands on OKX as Unknown Wallet Preps Major Trade
By David Gokhshtein · 17h ago
$100.7M USDT Lands on OKX as Unknown Wallet Preps Major Trade
03
Memecoin Market Cap Hits $13.27B, a Three-Year Low, as Bitcoin Tops $64K
By David Gokhshtein · 18h ago
Memecoin Market Cap Hits $13.27B, a Three-Year Low, as Bitcoin Tops $64K
04
B2C2 Sale Talks Collapse Over $1 Billion Valuation Demand
By David Gokhshtein · 18h ago
B2C2 Sale Talks Collapse Over $1 Billion Valuation Demand

DeFi & On-Chain

11 storiesAll DeFi →
Stablecoin Market Cap Hits $300B as DeFi, Payments Use Cases ExpandDeFi & On-Chain
DeFi & On-ChainThe Gokhshtein Take

Stablecoin Market Cap Hits $300B as DeFi, Payments Use Cases Expand

Stablecoins now anchor DeFi liquidity, cross-chain transfers and tokenized asset settlement, with the GENIUS Act providing a federal reserve framework for issuers.

By Gokhshtein MediaJuly 25, 20263 min read
Latest On-Chain
Aave V4 Launches on Avalanche With Hub-and-Spoke Architecture for RWA Lending
By The On-Chain Desk · 14h ago
Aave V4 Launches on Avalanche With Hub-and-Spoke Architecture for RWA Lending
Stablecoin Market Cap Hits $300B as On-Chain Use Cases Spread Beyond Trading
By The On-Chain Desk · 17h ago
Stablecoin Market Cap Hits $300B as On-Chain Use Cases Spread Beyond Trading
Stablecoin Market Cap Hits $300 Billion as On-Chain Utility Deepens
By The On-Chain Desk · 19h ago
Stablecoin Market Cap Hits $300 Billion as On-Chain Utility Deepens
Humanity Protocol Tightens OpSec After $36M Exploit Traced to Employee Laptop
By The On-Chain Desk · 19h ago
Humanity Protocol Tightens OpSec After $36M Exploit Traced to Employee Laptop
Protocols & Flows
Odos DEX Aggregator Shuts Down July 30 After Routing $104 Billion in Volume
19h ago
Hyperliquid RWA Volume Tops Perps for First Time, Hits $25.1B in Weekly Trade
19h ago
Stacks SIP-045 Passes With 99% Approval, Hard Fork Set for July 29
19h ago
Odos DEX Aggregator to Shut Down July 30 After Routing $104 Billion
19h ago

U.S. Equities

9 storiesAll Equities →
Alphabet's AI Spending Push Sends LQD to Second-Lowest Level Since September 2025U.S. Equities
BreakingU.S. Equities

Alphabet's AI Spending Push Sends LQD to Second-Lowest Level Since September 2025

U.S. investment-grade corporate bond funds posted their largest weekly outflow since 2020, as rising oil prices and Alphabet's expanded AI spending forecast weighed on the LQD ETF.

By Gokhshtein MediaJuly 25, 20262 min read
Today's Movers
Full Screener →
More Equities
U.S. Equities
Broadcom, Samsung's $200B AI Chip Deal Gives Both Companies Long-Term Revenue Cover
5h ago
U.S. Equities
Nvidia's Aug. 26 Catalyst: Pre-Event Entry Carries Real Risk
9h ago
U.S. Equities
Intel Drops 8% Despite Strong Guidance as AI Spending Fears Hit Nasdaq
11h ago
U.S. Equities
China Fines Trip.com $770 Million for Monopoly Violations
14h ago

Markets & Macro

10 storiesAll Macro →
Finland, Spain Unemployment Pressures ECB; Japan Tightness Pushes BoJ Toward ExitMacro & Rates
Macro & RatesThe Gokhshtein Take

Finland, Spain Unemployment Pressures ECB; Japan Tightness Pushes BoJ Toward Exit

Labor market divergence between the eurozone's weakest economies and Japan is forcing the ECB and Bank of Japan onto opposite policy trajectories.

By Gokhshtein MediaJuly 25, 20263 min read
Bank of Russia Cuts Key Rate 25 BPS to 14% as Drone Strikes Strain Economy
19h ago
U.S., China Police Chiefs Pledge Cooperation, Trimming Geopolitical Risk Premiums
20h ago
Paramount-Warner Bros. Deal Pause Removes Major Debt Supply Event From Credit Markets
22h ago
Rates & Yields
Global Macro
Macro & Rates
Judge Strikes Down Biden-Era Mifepristone Dispensing Rules as Unlawful
23h ago
Macro & Rates
Anduril Eyes $100 Billion Valuation in New Funding Round
Yesterday
David Gokhshtein
David Gokhshtein
Founder & Editor-in-Chief
@Gokhshtein on X →About David →
Editor’s ReadJuly 24, 2026

Oil at 18-Month High Drives Bond Yields Higher as Inflation Fears Return

Brent crude rose 4.2 percent this week to $95 per barrel, pushing the U.S. 10-year Treasury yield up 18 basis points as markets price in a longer stretch of restrictive policy.

“Global sovereign bond markets posted significant losses this week as rising oil prices renewed inflation concerns. Brent crude futures climbed 4.2 percent, settling at $95 per barrel—their highest lev”

David GokhshteinJuly 24, 20263 min read
Read David’s Analysis →

Latest News

All Stories →
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LeBron James Signs With 76ers, Calls It His Last Move — and Bets It All on a Ring
Sports BusinessTake
LeBron James Signs With 76ers, Calls It His Last Move — and Bets It All on a Ring
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Market Signals
C
Market Grade
Neutral — Mixed Signals
Market Sentiment
FearGreed
27 — Fear
BTC: +0.44% — Trading at $64,370
+0.44%
ETH: +0.75% — Trading at $1,873.48
+0.75%
SOL: +0.89% — Trading at $74.57
+0.89%
DXY: 101.47 — Dollar weakening (-0.00%)
Weak
Market Structure
BTC/ETH ratio: 34.4 — Bitcoin dominant
34.4
S&P 500 at 7,411.98 — up +0.05% today
+0.05%
VIX at 18.6 — Normal volatility
18.6
Gold at $4,070.80 — safe haven demand rising
$4,070.80
Crude at $89.31 — energy prices falling
-3.12%
David's Direct Read
XRP: +0.78% at $1.10
+0.78%
LINK: +0.85% at $8.40
+0.85%
BTC: +0.44% at $64,370
+0.44%
ADA: +0.90% at $0.1653
+0.90%
SOL: +0.89% at $74.57
+0.89%
Live Prices
Cardano
ADA/USD
$0.165
up+0.90%
Ethereum
ETH/USD
$1,873
up+0.75%
Chainlink
LINK/USD
$8.40
up+0.85%
Solana
SOL/USD
$74.57
up+0.89%
Bitcoin
BTC/USD
$64,370
up+0.44%
XRP
XRP/USD
$1.10
up+0.78%
Full Market Data →
S&P 500
7,411.98
up+3.68 (+0.05%)
Nasdaq
24,976
down161.87 (-0.64%)
Dow Jones
51,947
up+235.60 (+0.46%)
Russell 2000
2,930.00
down10.16 (-0.35%)
NVDA
NVDA
$206.84
down-0.92%
TSLA
Tesla
$313.03
down-2.08%
AAPL
Apple
$333.02
up+3.53%
META
Meta
$595.19
down-1.80%
MSFT
Microsoft
$381.70
up+0.03%
AMZN
Amazon
$232.11
down-0.66%
GOOGL
Alphabet
$319.74
up+0.65%
5-Year Treasury
4.43%
down-4 bps
10-Year Treasury
4.68%
down-2 bps
30-Year Treasury
5.16%
down-1 bps
13-Week T-Bill
3.81%
up+1 bps
VIX (Volatility)
18.58
down-0.64%
Gold Spot
$4,071
up+0.51%
Dollar Index
101.47
down-0.00%
Terminal · Live FeedLive
Cardano
$0.165
+0.90%
Ethereum
$1,873
+0.75%
Chainlink
$8.40
+0.85%
Solana
$74.57
+0.89%
Bitcoin
$64,370
+0.44%
XRP
$1.10
+0.78%
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