<ul class="summary-bullets"><li>A federal judge in Manhattan tossed a joint settlement bid by Gemini and the CFTC to void a $5 million agreement.</li><li>US District Judge Alvin Hellerstein ruled that the parties had not met the legal standards to vacate the settlement.</li><li>The request to undo the settlement marked a change in the Trump administration's crypto enforcement priorities, but the judge said those changes weren't enough to void the deal.</li></ul>A federal judge in Manhattan dismissed a joint motion by the U.S. Commodity Futures Trading Commission (CFTC) and cryptocurrency exchange Gemini to vacate a $5 million settlement over allegations that Gemini made misleading statements during the regulator's review of a proposed Bitcoin (BTC) futures contract.Reuters reported on Thursday that US District Judge Alvin Hellerstein said Gemini Trust Co. and the agency had not met the legal standards to set aside the settlement. He said Gemini agreed to voluntary settlement after more than three years of litigation.The move comes as President Donald Trump's administration takes a narrower view on cryptocurrency enforcement, raising questions over whether the administration will try to reverse cases brought under former President Joe Biden.<h2 class="st-heading-2">CFTC, Gemini Sought To Reverse Settlement</h2>The CFTC sued Gemini in 2022, under Chairman Rostin Behnam, saying the exchange made false or misleading statements while the agency was reviewing a proposed Bitcoin futures product.The case was settled in January 2025, just before trial and at the close of the Biden administration. Under the agreement, Gemini paid a $5 million penalty.In May, the CFTC and Gemini jointly asked Hellerstein to vacate the settlement and related court order. They said the suit would not have been filed under the Trump administration's revamped enforcement priorities and standards.The parties also alleged that the regulator had resorted to inappropriate tactics in bringing the case against Gemini over its Bitcoin futures business.Gemini agreed not to seek a refund of the $5 million penalty if the court granted the request to vacate the settlement.Hellerstein, however, said the CFTC's current assessment of the case did not justify overturning the agreement. The judge was appointed to the federal bench by former President Bill Clinton.<h3 class="st-heading-3">Trump Administration Takes Different Crypto Approach</h3>The ruling comes amid moves by the Trump administration toward a more crypto-friendly regulatory posture. The Justice Department closed its cryptocurrency enforcement unit in April 2025, as part of a broader shift in enforcement priorities.But the latest decision points out that changes in government policy do not automatically nullify previously negotiated settlements or court orders.<a href="https://stocktwits.com/symbol/GEMI">Gemini stock</a> closed down by nearly 8% on Friday. On Stocktwits, the retail sentiment around GEMI remained in the ‘bearish’ zone, while chatter around it stayed at ‘extremely low’ levels over the past day.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/zcash-price-dips-as-hackers-use-privacy-token-winklevoss-slams-kyc/cZxkhzxRBtk">Zcash Dips As Hackers Turn To Privacy Token, Winklevoss Says ‘Know Your Customer’ Is Becoming ‘Kill Your Customer’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Judge Rejects Gemini, CFTC Bid To Overturn $5M Settlement In Bitcoin Futures Case

A federal judge in Manhattan dismissed a joint motion by the U.S. Commodity Futures Trading Commission (CFTC) and cryptocurrency exchange Gemini to vacate a $5 million settlement over allegations that Gemini made misleading statements during the regulator

Judge Blocks Gemini, CFTC Bid To Scrap $5M Bitcoin Futures Settlement

Equity

 The CFTC sued Gemini in 2022, and the exchange agreed to pay the $5 million penalty in January 2025 after more than three years of litigation. 

Global X Funds - Global X Blockchain ETF

Bitcoin

Advisorshares Trust - AdvisorShares Managed Bitcoin Strategy ETF

Gemini Space Station

Bitwise Bitcoin Standard Corporations ETF

<ul class="summary-bullets"><li><a class="mention" data-mention="$ZEC.X" data-symbol-id="ZEC.X" href="https://stocktwits.com/symbol/ZEC.X" target="_blank">Zcash</a> fell nearly 5% on Saturday, as on-chain analyst Specter said, “Threat actors are actively using ZEC to move stolen funds.”</li><li>ZachXBT said “alleged DPRK attackers” had begun shielding about $3.8 million in ZEC stolen in a Bitget exploit.</li><li>On-chain analyst Specter cited incidents like the CryptoBilis Ledger wallet hack and the Triple-A hack, which reportedly resulted in a $12 million loss.</li></ul>Zcash (ZEC) fell nearly 5% on Saturday as an on-chain analyst said hackers were moving stolen funds through the privacy token. Those shielded transfers relied on the same privacy that Gemini (GEMI) co-founder Cameron Winklevoss defended, saying that “know your customer is becoming kill your customer.”<figure class="image"><a class="st-link-external" href="https://x.com/SpecterAnalyst/status/2111414645432922216" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_17_at_12_34_13_PM_a81e494b7f.png" alt="Screenshot 2026-10-17 at 12.34.13 PM.png" width="1056" height="574"></a><figcaption>Source: @SpecterAnalyst/x</figcaption></figure>“Threat actors are actively using ZEC to move stolen funds,” on-chain analyst&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SpecterAnalyst/status/2111414645432922216">Specter wrote</a> on Saturday. These exploits included the Bitget hack, where its security systems had flagged unauthorized transfers from some of its hot wallets. The second theft involved Ledger hardware wallets sold by CryptoBilis, a reseller in Southeast Asia, and the third was the Triple-A hack, a Singapore-based stablecoin payments firm. According to Specter, that loss stood at $12 million.The on-chain analyst’s comments coincided with a steady decline in ZEC’s price. Over the past month, ZEC slipped more than 17%.&nbsp;<a href="https://stocktwits.com/coins/zcash">ZEC’s price</a> was trading at $1,167 at the time of writing. On Stocktwits, retail sentiment around ZEC remained in the ‘extremely bearish’ zone, while chatter around it stayed at ‘low’ levels over the past day.<h2 class="st-heading-2">‘Kill Your Customer’</h2>Zcash’s privacy features were also the focus of a panel at Token2049 in Singapore, where Gemini co-founder Cameron Winklevoss&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=lVzT7qKXe2E">said</a> that identity checks put users at risk.&nbsp;“Know your customer is becoming kill your customer,” Winklevoss said during the panel. When a vendor holding customer data gets hacked, he said, criminals learn where people live and how much they hold. “They attack you, kidnap you,” he said. “It’s happening right now. All over Europe, France, in particular.”Former Coinbase (COIN) CTO Balaji Srinivasan, who shared the stage, made a similar point. “No government should be able to force a collection of something they can’t secure,” he said. He said zero-knowledge proofs should replace document uploads, letting users prove they meet a service’s rules without handing over a passport scan.Winklevoss framed the issue in constitutional terms. “Encryption is a peaceful, non-violent Second Amendment,” he said. “Privacy is a human right.”<h2 class="st-heading-2">Currency Of Western Individuals</h2>The two investors said they saw Zcash as the private version of Bitcoin (BTC), not its rival. “Cash is centralized, private. Bitcoin, decentralized, public. Zcash, decentralized, private,” Winklevoss said.Srinivasan said Bitcoin’s public ledger suits large holders. “I believe that Bitcoin becomes a reserve currency of Western institutions,” he said. “Zcash is the currency of Western individuals.”According to Srinivasan, institutions “need to prove their solvency to many people, but a Western individual doesn’t need to do that.” Winklevoss raised Bitcoin’s pseudonymous creator as a test case. “Would Bitcoin have been launched if Satoshi had to reveal his identity? Maybe not,” he said.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-on-track-for-first-back-to-back-losing-octobers-in-over-a-decade-as-downtober-continues/cZxkfoRRBtS">Bitcoin On Track For First Back-To-Back Losing Octobers In Over A Decade As ‘Downtober’ Continues</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of cryptocurrency Zcash (ZEC) is displayed on a smartphone in front of abstract background on computer screen. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

Zcash Dips As Hackers Turn To Privacy Token, Winklevoss Says ‘Know Your Customer’ Is Becoming ‘Kill Your Customer’

Zcash (ZEC) fell nearly 5% on Saturday as an on-chain analyst said hackers were moving stolen funds through the privacy token. Those shielded transfers relied on the same privacy that Gemini (GEMI) co-founder Cameron Winklevoss defended, saying that “know

Zcash Price Dips as Hackers Use Privacy Token, Winklevoss Slams KYC

Cryptocurrency

Balaji Srinivasan said BTC became “a reserve currency of Western institutions,” while ZEC was “the currency of Western individuals.”

Winklevoss Zcash ETF

Grayscale Zcash Trust ZEC

Zcash

<ul class="summary-bullets"><li><a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a> was down over 2% so far in October, putting it on track for its first back-to-back losing October in more than 10 years.</li><li>October has been one of Bitcoin's strongest months, averaging about 18% gains.&nbsp;</li><li>Last year, Bitcoin hit its all-time high early in the month before an Oct. 10 crash sent it lower.</li></ul>Bitcoin (BTC) was on track for its first consecutive October decline, with Bankless co-founder David Hoffman calling Friday “the third week of Downtober.”October has long been one of Bitcoin's best months. Its average October return was about 18.3%, and its median is about 12.7%, according to CoinGlass&nbsp;data. Before last year, the month had ended lower only twice, in 2014 and 2018.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col></colgroup><tbody><tr><td>Year</td><td>Monthly Returns In October</td></tr><tr><td>2026</td><td>-2.48%</td></tr><tr><td>2025</td><td>-3.69%</td></tr><tr><td>2024</td><td>+10.76%</td></tr><tr><td>2023</td><td>+28.52%</td></tr><tr><td>2022</td><td>+5.56%</td></tr><tr><td>2021</td><td>+39.93%</td></tr><tr><td>2020</td><td>+27.7%</td></tr><tr><td>2019</td><td>+10.17%</td></tr><tr><td>2018</td><td>-3.83%</td></tr><tr><td>2017</td><td>+47.81%</td></tr><tr><td>2016</td><td>+14.71%</td></tr></tbody></table></figure></div>Source: Coinglass.Last October started on a high. Bitcoin hit its all-time high of about $126,000 early in the month, before a crash on October 10 erased those gains. This year it has been different. The world's largest cryptocurrency was down over 2% so far this month. It also fell more than 3% last October. Bitcoin has not posted two red Octobers in a row in more than 10 years, with its highest gain in October being in 2017.&nbsp;Bankless co-founders Hoffman and Ryan Sean Adams&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=jWHj7u2B5j4">discussed</a> that Bitcoin climbed into October from the $60,000s, rather than falling from a record. "The direction of travel is quite different," one of them said.<h2 class="st-heading-2">This Week's Slide</h2>Bitcoin dipped to around $80,000 this week, its lowest level since September 18. It is down about 7% for the year. The selling had been heavier in altcoins, where Ethereum (ETH) fell about 7.5% over the week, the hosts said, while tokens like Solana (SOL), Zchas (ZEC), Hyperliquid (HYPE) and Near Protocol (NEAR) dropped another 10% after double-digit losses the week before.<h2 class="st-heading-2">'They Feel Sideways'</h2>The hosts argued that a choppy market fits an early bull run. They pointed to 2023, when Bitcoin spent about seven months moving sideways and suffered two 17% pullbacks. Through that stretch, Bitcoin held above its 50-week moving average.&nbsp;"So that's kind of the way early bull markets feel. They feel sideways," Adams said. Neither expected Bitcoin to fall below its low from a few months ago. "We have broken the back of the bear market," Adams added.Bitcoin's monthly returns have swung widely this year. CoinGlass data showed it fell about 10% in January, 15% in February, and 20% in June, but gained about 25% in August.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-bounces-monthly-low-charles-schwab-warns-midterms/cZxkJmxRBt1">Bitcoin Bounces Off Its Lowest Point In A Month, But Charles Schwab’s Adam Lynch Warns A Midterms Risk</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The photo illustration shows the Bitcoin cryptocurrency on November 12, 2024 in Shanghai, China. (Photo by VCG/VCG via Getty Images)

Bitcoin On Track For First Back-To-Back Losing Octobers In Over A Decade As ‘Downtober’ Continues

Bitcoin (BTC) was on track for its first consecutive October decline, with Bankless co-founder David Hoffman calling Friday “the third week of Downtober.”

Bitcoin Faces First Back-To-Back Losing Octobers In Over 10 Years

Bankless co-founders said BTC climbed into the month from the $60,000s, unlike last year's slide from a record high.


ARK 21Shares Bitcoin ETF

ProShares Bitcoin Strategy ETF

WisdomTree Bitcoin Fund - WisdomTree Bitcoin Fund Beneficial Interest

iShares Bitcoin Trust ETF

<ul class="summary-bullets"><li>Charles Schwab’s Adam Lynch said crypto’s progress in Washington could “grind to a halt” if the midterm elections change who holds power.</li><li>However, he remained “somewhat optimistic” about a bipartisan deal.</li><li><a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a> rebounded after dipping to around $80,000, its lowest level since Sept. 18. Lynch said leverage has made the recent swings sharper.</li></ul>Bitcoin (BTC) rebounded from its lowest point in nearly a month on Saturday, but Charles Schwab’s (SCHW) Adam Lynch warned that midterms could “grind [crypto industry] to a halt”.Lynch, Director of Equity Research at the Schwab Center for Financial Research, made the comments in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=wAOZC3MDrJ4">interview with Schwab Network</a>. He called the current administration “probably the most pro-crypto and crypto-friendly” one so far.&nbsp;On Friday, Charles Schwab rolled out direct Bitcoin purchases to all eligible retail clients among its 40 million clients.<h2 class="st-heading-2">Bitcoin Rebounds From Monthly Low&nbsp;</h2>BTC dipped to around $80,000 on Thursday, its lowest level since September 18. It has since rebounded since then. Lynch said leverage made the recent swings sharper. Traders who piled into long bets near $87,000 earlier this month were wiped out, he said, and the rebound also forced out some short sellers.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin's price</a> was trading at $81,545, down by 0.6% during the past 24 hours. On Stocktwits, the retail sentiment around BTC remained in the ‘bearish’ zone, while chatter around it stayed at ‘low’ levels over the past day. According to platform data, watchers for the apex cryptocurrency dropped nearly 47% over the past 30 days.<h2 class="st-heading-2">Ethereum Lags, But Bitcoin’s Fundamentals Hold</h2>According to Lynch,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum</a> (ETH) has had it worse. He said it “hit a little bit harder this month,” while Bitcoin had “been the better performer.” Ethereum is down about 18% so far this year, compared to Bitcoin’s 7% decline.&nbsp;On Stocktwits, retail sentiment around Ethereum remained in the extremely bearish zone, accompanied by low chatter levels over the past day. According to platform data, watchers for Ethereum dropped nearly 36% over the past 30 days.&nbsp;But Lynch said Bitcoin’s long-term fundamentals have not changed. He noted that US Bitcoin exchange-traded products have brought in nearly $60 billion since January 2024. “It’s become a major player,” he said.<h2 class="st-heading-2">Why The Midterms Matter For Crypto</h2>Lynch’s comments came as crypto legislation has been stuck in Congress after the market structure bill&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-vote-outcome-will-depend-on-politics-not-policy/cZX1ssLRe1v">failed to pass</a>. Regulators, however, were making progress on their own, he pointed out, talking about a “rulemaking process” the Commodity Futures Trading Commission (CFTC) started “about 10 days ago” to build a “tailored framework for certain crypto transactions.” He said the Securities and Exchange Commission (SEC) was also working on a broader digital asset framework.&nbsp;“From the regulatory standpoint, I think we will see progress, and that will hopefully help the market,” he said.That regulatory progress has come under an administration Lynch called the most crypto-friendly yet, which is why he sees the midterms as a risk.President Donald Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/trump-goes-all-in-on-bitcoin-vows-us-will-dominate-crypto-and-ai/cZ3xXHxRIms">has pledged</a> to make the US the “crypto capital of the world,” and has vowed the country will dominate the sector. He signed an executive order creating a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-tumbles-as-trump-bitcoin-strategic-reserve-plan-fails-to-impress/chepruYRbGI">Strategic Bitcoin Reserve</a> and, last year, signed the GENIUS Act, the first federal law for stablecoins.<h2 class="st-heading-2">Opposition Adds Uncertainty Ahead Of Midterms</h2>However, not everyone in Washington shared that view. Senator Elizabeth Warren (D-Mass.), one of crypto’s most vocal critics,&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/senator-warren-reportedly-slams-occ-crypto-bank-approvals/cZXuqq0ReZ6">pressed</a> the Office of the Comptroller of the Currency (OCC) in May over trust charters granted to crypto firms, including Ripple (XRP), Coinbase (COIN) and Paxos (USDP). She had also&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/changpeng-cz-zhao-says-crypto-never-needed-a-bailout-never-will/cZRZxw0R4D6">urged the Fed and Treasury</a> not to use taxpayer money to rescue crypto investors.A power shift could give crypto critics like Warren more say over that agenda. Lynch, however, still hoped for a deal. He said lawmakers have tried hard to find common ground on crypto. “So I’m still somewhat optimistic.”Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/uniswap-slides-ahead-of-cme-futures-debut-as-binance-selling-pressure-eases/cZxkIvbRBtK">Uniswap Slides Ahead Of CME Futures Debut As Binance Selling Pressure Eases</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Charles Schwab company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Bitcoin Bounces Off Its Lowest Point In A Month, But Charles Schwab’s Adam Lynch Warns A Midterms Risk

Bitcoin (BTC) rebounded from its lowest point in nearly a month on Saturday, but Charles Schwab’s Adam Lynch warned that midterms could “grind [crypto industry] to a halt”.

Charles Schwab’s Lynch said BTC’s long-term fundamentals haven’t changed, even as Ethereum fell hard this year.

Ethereum

Charles Schwab Corp.

<ul class="summary-bullets"><li><a class="mention" data-mention="$UNI.X" data-symbol-id="UNI.X" href="https://stocktwits.com/symbol/UNI.X" target="_blank">Uniswap</a> dropped as selling pressure eased from its yearly high ahead of CME Group's futures debut on Monday.</li><li>UNI is still in a distribution phase, according to CryptoQuant analyst Darkfost, although slowing Binance inflows could indicate a potential bottom.</li><li>In late September, Binance's inflows of UNI exceeded $40 million a day, and the Z-score rose above 4 several times.</li></ul>Uniswap (UNI) fell on Saturday even as on-chain data showed selling pressure for UNI on Binance easing from its yearly high. The dip came two days before the token's futures debut on the CME Group (CME).On Saturday, CryptoQuant analyst Darkfost said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Darkfost_Coc/status/2111371033038995709?s=20">X post</a> that UNI is in a distribution phase. That is a point at which holders move tokens to exchanges to sell. He said it was driven by rising exchange inflows.<figure class="image"><a class="st-link-external" href="https://x.com/Darkfost_Coc/status/2111371033038995709?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_17_at_7_31_01_AM_93be2ff9aa.png" alt="Screenshot 2026-10-17 at 7.31.01 AM.png" width="1032" height="1512"></a><figcaption>Source: @Darkfost_Coc/x</figcaption></figure>The analyst pointed out that UNI inflows to Binance were the highest of the year in late September,&nbsp;topping $40 million a day. During that period, the Z-score rose above four several times. The Z-score shows how many standard deviations a data point is from the mean, and a value above four is considered an extreme outlier.Inflows have stayed fairly active since then, but Darkfost noted that the momentum “seems to be fading.”He said UNI could find a bottom if that slowdown persists. That would end the distribution phase that started when the token peaked at $10.9. Since then, UNI has fallen over 30% from that level, he said.<a href="https://stocktwits.com/coins/uniswap">UNI’s price</a> traded at about $7.33, down 1.4% over 24 hours. On Stocktwits, retail sentiment around UNI remained in the ‘bearish’ zone, accompanied by ‘normal’ chatter levels over the past day.<h2 class="st-heading-2">Strong Fundamentals Fueled Rally</h2>Darkfost said the sell-off came after a strong run in Uniswap's fundamentals. He said total value locked (TVL), the value of assets deposited on the platform, exceeded $4 billion in September.The decentralized exchange (DEX) volume reached an all-time high of $93.6 billion, according to the analyst. The token rallied as much as 370% from its June low, the analyst said.DefiLlama data shows Uniswap's TVL at around $3.91 billion on Oct. 16. That was down from roughly $4.03 billion on Oct. 2.<h2 class="st-heading-2">CME Futures Set To Debut</h2>In late September, CME Group&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-cash-explodes-traders-pile-in-cme-futures-grayscale/cZMEHgqRBJi">said it would launch Uniswap futures</a> on Oct. 19, pending regulatory review. Bitcoin Cash (BCH) futures are also set to launch the same day. A standard UNI contract will cover 10,000 tokens, while a micro contract will cover 1,000 tokens.The exchange stated that crypto futures and options averaged 279,800 contracts a day in the first half of 2026, equivalent to $8.3 billion in notional value.UNI is up 30% so far this year and 19% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-is-jordi-visser-s-most-asymmetric-bet-ever-as-tokenization-threatens-to-upend-hedge-funds/cZxk5YkRBtg">Bitcoin Is Jordi Visser's ‘Most Asymmetric Bet Ever’ As Tokenization Threatens To Upend Hedge Funds</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Uniswap logo displayed on a phone screen and representation of cryptocurrency are seen in this illustration photo taken in Krakow, Poland on November 6, 2021. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Uniswap Slides Ahead Of CME Futures Debut As Binance Selling Pressure Eases

Uniswap (UNI) fell on Saturday even as on-chain data showed selling pressure for UNI on Binance easing from its yearly high. The dip came two days before the token's futures debut on the CME Group (CME).

Uniswap Drops As CME Futures Debut Nears: Is Selling Pressure Fading?

Darkfost said that Uniswap's TVL surpassed $4 billion in September, as DEX trading volume hit an all-time high of $93.6 billion.


Bitcoin Cash

UniSwap

<ul class="summary-bullets"><li>Eisman said the scale of capital flowing into AI has made OpenAI much more important to the economy than many investors may realize.</li><li>He highlighted the capital expenditure commitments being made by cloud providers, chip companies and infrastructure firms to support the AI boom.</li><li>Eisman said that if demand for AI services suddenly weakened, the effects could ripple through the companies supplying that infrastructure.</li></ul>“The Big Short” investor Steve Eisman is raising a fresh warning about the growing importance of artificial intelligence to the U.S. economy, arguing that OpenAI has become so deeply embedded in the AI investment boom that a collapse at the company could have consequences far beyond the technology sector.Speaking on The Compound and Friends podcast on Friday, Eisman said the rapid growth of OpenAI, Anthropic and other AI companies has created an unusual concentration of economic and financial risk.<h2 class="st-heading-2">OpenAI Has Become ‘Systemically Important’</h2>Eisman said the scale of capital flowing into AI has made OpenAI much more important to the economy than many investors may realize.“If OpenAI went bankrupt tomorrow, and I'm not making that prediction, but let's just say that it did, I think the US economy would go into recession immediately,” Eisman warned.He questioned how quickly an AI company could become so important to the broader economy.Eisman highlighted the capital expenditure commitments being made by cloud providers, chip companies and infrastructure firms to support the AI boom. If demand for AI services suddenly weakened, the effects could ripple through the companies supplying that infrastructure, he explained.<h2 class="st-heading-2">AI Faces A Price War As ‘Token Maxing’ Ends</h2>Eisman also sees a potential pressure point emerging inside the AI industry itself, which is falling prices.He argued that the economics of the leading AI models are becoming increasingly difficult to sustain as cheaper open-weight models improve and customers begin scrutinizing their AI budgets.“There's pretty good evidence that a price war is starting,” Eisman said.He pointed to the rapid decline in the cost of running AI models and the emergence of open-weight alternatives as a major threat to companies trying to maintain premium pricing.“You've got open weight models that are a tenth the price. They're not as good as the models, but you know, you don't need a Mercedes-Benz for every road trip,” he said.Eisman believes the end of “token maxing”, which refers to companies spending aggressively on AI usage without closely scrutinizing the economics, could expose the industry's underlying vulnerabilities.“They were making more money as a result of token maxing than they reasonably could have made on an ongoing basis once companies looked at their budgets and said, we obviously can't spend at this rate on AI as great as the technology is,” he said.<h2 class="st-heading-2">‘It’s All One Trade’, Says Eisman</h2>For Eisman, the biggest concern extends beyond OpenAI itself. He sees the AI boom as increasingly interconnected, with major technology companies and infrastructure providers depending on continued AI spending.“The problem with the AI story is a concentration problem,” Eisman said.He specifically pointed to Nvidia Corp.’s (NVDA) customer concentration, arguing that the chipmaker’s exposure to a handful of major customers highlights how tightly connected the AI ecosystem has become.But Eisman’s broader warning is about what happens to financial markets if the AI narrative changes. “There is only one narrative that matters right now, and that's AI,” he said. Eisman ultimately framed AI as the dominant trade driving markets, meaning a major reversal could have consequences well beyond individual AI companies.“So, you tell me what happens to the AI narrative and I'll tell you what happens to the stock market,” he said. “It’s all one trade. It’s AI. Period. End of discussion.”Eisman stressed that he is not predicting an OpenAI bankruptcy. He also said that while a major AI downturn could produce a bad recession, he does not view it as comparable to the 2008 financial crisis.During the after-hours session on Friday, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, declined 0.26; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) edged lower by 0.27%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) fell 0.21%. Retail sentiment on Stocktwits toward the S&amp;P 500 ETF was in the ‘bearish’ territory at the time of writing.The Global X Artificial Intelligence &amp; Technology ETF (AIQ) fell about 3.2% on Friday, while the iShares U.S. Technology ETF (IYW) fell nearly 3%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/peter-schiff-alarm-inflaiton-housing-banks-closer-bigger-crisis/cZxkEonRBtL">Peter Schiff Sounds Alarm On Inflation, Housing And Banks — ‘We’re Actually Even Closer Now To An Even Bigger Crisis’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Apple logo appears on a smartphone screen, and the OpenAI logo displays as the background on a laptop computer screen. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

Steve Eisman Warns OpenAI Is Now So Important That Its Collapse Could Cause A Recession In The US

Eisman said the rapid growth of OpenAI, Anthropic and other AI companies has created an unusual concentration of economic and financial risk.

Global X Funds - Global X Artificial Intelligence & Technology ETF

SPDR Dow Jones Industrial Average ETF

iShares 7-10 Year Treasury Bond ETF

Invesco QQQ Trust Series 1

SPDR S&P 500 ETF Trust

<ul class="summary-bullets"><li>Schiff sees particular risks in housing, where millions of mortgages originated when rates were far below today's levels.</li><li>The economist warned that mortgage rates could eventually climb toward 9%, putting further pressure on housing affordability and potentially forcing home prices significantly lower.</li><li>Schiff added that higher rates and falling property values could create losses across the financial system, particularly if borrowers begin defaulting.</li></ul>Economist Peter Schiff is sounding the alarm over rising inflation, higher interest rates and growing financial stress, warning that the U.S. economy could be heading toward a much bigger crisis.During a recent episode of his podcast, Schiff argued that investors are underestimating the risks created by persistent inflation and a Federal Reserve caught between fighting prices and protecting the financial system.<h2 class="st-heading-2">Housing And Banks Could Be The Next Breaking Point, Warns Schiff</h2>Schiff's biggest concern is what happens if interest rates continue rising in an economy that has become heavily dependent on cheap credit. He sees particular risks in housing, where millions of mortgages originated when rates were far below today's levels."We're actually even closer now to an even bigger crisis," Schiff said.He warned that mortgage rates could eventually climb toward 9%, putting further pressure on housing affordability and potentially forcing home prices significantly lower. Higher rates and falling property values could create losses across the financial system, particularly if borrowers begin defaulting.Schiff believes the resulting downturn could ultimately be worse than the 2008 financial crisis.<h2 class="st-heading-2">Gold The 'Last Safe Haven Standing’, Says Schiff</h2>Schiff sees gold as one of the few assets that can protect investors if inflation remains elevated while confidence in government debt deteriorates."Gold is the last safe haven standing," Schiff said, while arguing that higher Treasury yields are not necessarily bearish for gold. If yields rise because investors demand greater compensation for inflation and fiscal risk, the move can instead reinforce the case for precious metals.Schiff believes that investors should focus less on nominal interest rates and more on real purchasing power. If inflation rises faster than bond yields, holders of fixed-income assets can still lose money in inflation-adjusted terms.“That's why you buy gold. Gold is the only hedge against treasuries and bonds and gilts and all these other sovereign debt instruments,” he added.<h2 class="st-heading-2">Schiff Warns Inflation Could Hit 7% In 2027</h2>Schiff's most aggressive warning concerns inflation, where he argued that recent price data could be the beginning of a much larger acceleration rather than a temporary bump.September's CPI rose 0.6% from the prior month, putting the annual rate at 3.7%. But Schiff believes inflation could accelerate substantially from here, potentially reaching 7% or higher in 2027 and remaining elevated into 2028.This, Schiff believes, would put the Fed in an increasingly difficult position. Raising rates aggressively could trigger the housing and financial crisis Schiff fears, while failing to raise rates could allow inflation to become even more entrenched.He also warned that markets may be preparing for the wrong problem. Investors are focused on whether the Fed will cut or hike rates, Schiff says, while the bigger risk could be a combination of higher inflation, higher borrowing costs and financial instability.If that scenario unfolds, Schiff believes the fallout could be far larger than markets currently anticipate.During the after-hours session on Friday, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, declined 0.26; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) edged lower by 0.27%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) fell 0.21%. Retail sentiment on Stocktwits toward the S&amp;P 500 ETF was in the ‘bearish’ territory at the time of writing.The iShares 20+ Year Treasury Bond ETF (TLT) gained 0.1% on Friday, while the iShares 7-10 Year Treasury Bond ETF (IEF) rose 0.08%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-coreweave-selloff-false-narrative-crwv-stock-worst-week-11-months/cZxk3jJRBtW">Dan Ives Calls CoreWeave Sell-Off A ‘False Narrative’ — Sees Buying Opportunity With AI Demand Accelerating As CRWV Stock Sees Worst Week In 11 Months</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

American flag and cash dollar bills - Economics chart (USA, money, economy, inflation, elections, tariffs, government 

Peter Schiff Sounds Alarm On Inflation, Housing And Banks — ‘We’re Actually Even Closer Now To An Even Bigger Crisis’

Schiff warned that investors are underestimating the risks created by persistent inflation and a Federal Reserve caught between fighting prices and protecting the financial system.

iShares 20+ Year Treasury Bond ETF

<ul class="summary-bullets"><li>Ives said he views the recent pressure on CoreWeave and other AI infrastructure stocks as a buying opportunity, pointing to the company's demand and backlog as reasons to look beyond the near-term volatility.</li><li>He added that he sees a major disconnect between the market's concerns and the underlying demand picture.</li><li>Ives said his recent trip to South Korea reinforced his conviction that demand across the AI hardware ecosystem continues to accelerate, particularly in memory.</li></ul>CoreWeave Inc. (CRWV) shares are facing their worst week in nearly a year as investor concerns over the AI infrastructure company's debt load and rising borrowing costs intensify.But Yorkville Ives Partner and Senior Managing Director analyst Dan Ives sees the recent sell-off as an overreaction. Ives argued during an interview with Bloomberg on Friday that the broader AI demand story remains intact even as investors reassess the economics of debt-heavy data center companies.<a href="https://stocktwits.com/symbol/CRWV">CoreWeave shares</a> closed nearly 12% lower on Friday, falling about 1% further during the afterhours session. CoreWeave shares are now down over 25% this week, which is the worst weekly decline since a roughly 26% fall in November 2025.<h2 class="st-heading-2">CoreWeave Sell-Off Is A ‘False Narrative,’ Says Ives</h2>Ives said he views the recent pressure on CoreWeave and other AI infrastructure stocks as a buying opportunity, pointing to the company's demand and backlog as reasons to look beyond the near-term volatility, while adding that he sees a major disconnect between the market's concerns and the underlying demand picture.“When you think about what's happening in CoreWeave, given the worries in terms of the debt and what's happened with CDS spreads, I view it as similar to ‘SaaS apocalypse’ earlier this year,” he said.While Ives acknowledged that higher interest rates could create challenges, he argued that the strength of AI demand ultimately outweighs those concerns.“I'm not saying there's not some issues in terms as rates go higher. But given the demand, given backlog, I think this is ultimately a false narrative,” he said, while noting that the sharp decline in AI-related stocks has created an opportunity for investors.<h2 class="st-heading-2">AI Demand Is Accelerating, Ives Says</h2>Ives said his recent trip to South Korea reinforced his conviction that demand across the AI hardware ecosystem continues to accelerate, particularly in memory.“Memory, if I look at chips, we've seen demand accelerate 30%, 40% over the last 60 and 90 days,” he said.For Ives, that acceleration is an important signal for the broader AI trade. He expects upcoming earnings from hyperscalers and other technology companies to provide another test of whether the massive spending cycle is continuing.“So what that speed boost is showing is that this is all accelerating in terms as it plays out. That to me, continues to be the best barometer for what we're seeing,” he said.He argued that investors should focus less on near-term volatility and more on whether demand for AI infrastructure continues to build.“And I think we're going to see that in earnings relative to the hyperscalers, relative to broader tech. Focus on demand and demand is telling you we are in the third inning relative to this AI game,” he added.Ives also acknowledged that political opposition could prevent some data center projects from moving forward, estimating that 5% to 10% could ultimately be rejected or delayed. But he said that would not fundamentally derail the AI infrastructure buildout.Even with that potential pushback, he argued that the scale of the remaining opportunity is enormous, with data center spending continuing to have a broad impact across the technology sector.“But still to that point, you're going to have 800 to 1,000 data centers out there,” Ives said, adding that capital spending could have a “6 to 7x multiplier” relative to the rest of tech, which he said remains central to his core AI thesis.<h2 class="st-heading-2">Jefferies Says CoreWeave Sell-Off Is Overdone</h2>According to TheFly, Jefferies is also pushing back against the recent pressure on CoreWeave, with analyst Brent Thill maintaining a ‘Buy’ rating and a $150 price target on the stock.Thill said the market's reaction to rising yields on CoreWeave's unsecured debt has been too harsh and does not reflect the company's underlying fundamentals.“While future funding costs could rise, short-duration deals at about $40 million per MW more than offset this,” the firm said in a research note.Jefferies consequently views the recent decline in CoreWeave shares as excessive.<h2 class="st-heading-2">What Retail Investors Think About CRWV Stock</h2>Retail sentiment on Stocktwits around CoreWeave trended in the ‘extremely bullish’ territory at the time of writing.<a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> is down 14% year-to-date and 57% over the past 12 months. The Invesco QQQ Trust (QQQ) is up 18% over the past 12 months, while the Vanguard Morningstar Total Stock Market ETF (VTI) is up 15%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-iphone-duo-demand-tracking-solidly-aapl-stock-best-week-september-launch/cZxk5cQRBtf">Apple's iPhone Duo Demand Tracking 'Solidly Out Of The Gate', Says Analyst As AAPL Stock Caps Off Best Week Since September Launch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The CoreWeave logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on November 10, 2025.

Dan Ives Calls CoreWeave Sell-Off A ‘False Narrative’ — Sees Buying Opportunity With AI Demand Accelerating As CRWV Stock Sees Worst Week In 11 Months

Ives argued during an interview with Bloomberg on Friday that the broader AI demand story remains intact even as investors reassess the economics of debt-heavy data center companies.

CoreWeave Inc

Vanguard Total Stock Market ETF

<ul class="summary-bullets"><li>Jordi Visser called <a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a> "the most asymmetric bet I've ever made in my life" on Galaxy's podcast on Friday.</li><li>He said tokenization will push markets toward round-the-clock trading, so prime brokers could remark on hedge fund portfolios on weekends when liquidity is thin.</li><li>He pointed to Korea's plan for full tokenization by 2027, saying investors would want to trade on Korean prices around the clock to hedge their US portfolios.</li></ul>Wall Street veteran Jordi Visser called Bitcoin (BTC) "the most asymmetric bet I've ever made in my life," adding that the next big disruption from crypto could land on hedge funds.Speaking on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=G-HqvP7pjVk">Galaxy's Galaxy Brains podcast</a> on Friday with Alex Thorn, Galaxy’s (GLXY) Head of Firmwide Research, Visser said his Bitcoin bet was not about the next two or three years, but depended on what he thought would be “happening to all fiat assets relative to something that has no fundamentals.”<h2 class="st-heading-2">Why Tokenization Could Upend Hedge Funds?</h2>Visser, who is a former hedge fund manager, said that hedge funds were already calling him about tokenization. "They're reaching out on what tokenization means," he said, adding that the callers were names most people would recognize.He explained tokenization meant "the destruction of hedge funds,” because they traded around the clock. In a 24/7 market, prices would keep moving through the weekend. Visser said that meant a hedge fund's entire portfolio could be marked lower on a Sunday, when liquidity was thin, and prime brokers that lend to the fund would notice.Lenders "know that the price is different and they know that the P&amp;L you're going to have is different," he said. "It puts a much bigger microscope on risk management."<h2 class="st-heading-2">Why Korean Markets Matters</h2>Visser pointed out that the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-price-tom-lee-korea-stock-market-crash-crypto/cZxBQGjRBo1">Korean market could force</a> the shift, as it wanted full tokenization by 2027, and its stock market was heavily tied to the memory chip makers at the center of the AI trade.&nbsp;US hedge funds already checked Korea's KOSPI index first thing in the morning, he said. If Korean stocks traded 24/7, investors would want to hedge their US portfolios at the same time.&nbsp;"So I challenge anyone who says it isn't going to happen," Visser said. "It might take longer than we all think, but again, we're at zero right now."<h2 class="st-heading-2">Bitcoin Needs A 635% Rally To Reach Visser's Price Target</h2>Previously, Visser has made many bullish calls on Bitcoin. Last month, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=SjJxrTal_Sk">said</a> AI-driven demand and tokenization, combined with Bitcoin's scarcity, could push the apex cryptocurrency's price to $600,000 to $1 million if the crypto market expands toward $100 trillion.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin's price</a> was trading at $81,612, down by 0.7% during the past 24 hours. On Stocktwits, the retail sentiment around BTC remained in the ‘bearish’ zone, while chatter around it stayed at ‘low’ levels over the past day.&nbsp;For Bitcoin to reach the lower band of Visser’s prediction, it would need to rally 635% from its current levels.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/apple-iphone-duo-demand-tracking-solidly-aapl-stock-best-week-september-launch/cZxk5cQRBtf">Apple's iPhone Duo Demand Tracking 'Solidly Out Of The Gate', Says Analyst As AAPL Stock Caps Off Best Week Since September Launch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, 'Bitcoin' coins are displayed on a graphic chart showing an upward trend, with the label '$100K,' in Ankara, Turkiye on November 23, 2024. (Photo by Hakan Nural/Anadolu via Getty Images)

Bitcoin Is Jordi Visser's ‘Most Asymmetric Bet Ever’ As Tokenization Threatens To Upend Hedge Funds

Wall Street veteran Jordi Visser called Bitcoin (BTC) "the most asymmetric bet I've ever made in my life," adding that the next big disruption from crypto could land on hedge funds.

Visser wrote that tokenization meant "the destruction of hedge funds," and said hedge funds were already reaching out to ask what it meant for them.


VanEck Bitcoin Trust

Morgan Stanley Bitcoin Trust

<ul class="summary-bullets"><li>Evercore cautioned, however, that extended lead times can reflect either strong demand or constrained supply.</li><li>The firm noted that the new form factor could create tighter supply during the initial launch period.</li><li>Deepwater Asset Management’s Gene Munster said the latest delivery times are making him more confident in his 20 million-unit iPhone Duo estimate for fiscal 2027.</li></ul>Apple Inc. (AAPL) is getting an early read on demand for its new iPhone Duo, with initial delivery estimates extending well into January shortly after pre-orders opened.The early demand signals come as Apple shares capped their strongest week since the iPhone Duo launch, with the stock rising over 2% this week, following a nearly 4% rise during the iPhone launch week in September.<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> ended with a gain of 0.4% in Friday’s regular trade, but edged lower by 0.2% in the afterhours session.<h2 class="st-heading-2">iPhone Duo Delivery Dates Stretch Into January</h2>According to TheFly, Evercore ISI said iPhone Duo delivery dates quickly pushed out to late January, or roughly 100 days, across all regions and configurations it tracks, after pre-orders began Friday.The firm views the development as positive for Apple, saying demand is tracking “solidly out of the gate.”Evercore cautioned, however, that extended lead times can reflect either strong demand or constrained supply. The firm noted that the new form factor could create tighter supply during the initial launch period.Meanwhile, lead times for the iPhone Pro and Pro Max remain “generally stable to shorter” as Apple works through its launch orders, according to Evercore.The firm maintained its ‘Outperform’ rating and $380 price target on Apple shares.<h2 class="st-heading-2">Gene Munster Sees Early Signal For 20M iPhone Duo Units</h2>Meanwhile, Deepwater Asset Management's Gene Munster said in a series of&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2111150597663781186">posts</a> on X that iPhone Duo lead times had stabilized at Jan. 25, 2027 as of 1:30 p.m. ET on Friday.Munster said he expects some volatility in the delivery estimates over the next several days but remains encouraged by the initial signal.“Even factoring in supply will be tight with the new form factor, I still believe the early read is positive vs expectations.”Munster said the latest delivery times are making him more confident in his 20 million-unit iPhone Duo estimate for fiscal 2027, compared with a Street estimate of 10 million units.At 20 million units, Munster estimates the Duo could account for roughly 8% of Apple's overall iPhone unit sales next year. He also highlighted just how unusual the current lead times are based on his long history tracking Apple's launches.Munster, however, emphasized the key caveat: Apple’s production capacity remains unknown. He ultimately sees the long lead times as evidence that the new iPhone is off to a fast start, even while acknowledging that supply constraints tied to the new form factor could be contributing to the wait.“While we don’t know supply which is lower because of new form factor, the long lead times suggest we’re off to a fast start,” Munster concluded.<h2 class="st-heading-2">iPhone 18 Pro Demand Cools, But Pro Max Holds Up</h2>In&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-iphone-18-pro-demand-slipping-gene-munster-not-real-story/cZxTswCRBnt">an update last week</a>, Munster said iPhone 18 Pro lead times have fallen sharply after starting well ahead of the iPhone 17 Pro.Across eight countries, lead times were initially 15% longer than last year's model, remained 15% higher after one week and then fell to 5% below the year-ago level after two weeks, according to Munster.“Going into the cycle, I predicted we would see lead times 20% lower than last year given the carrot of the new Duo would pull former Pro buyers up to the Duo,” he said.Munster noted that the iPhone 18 Pro Max has held up better, with lead times now roughly in line with last year’s model after initially running 18% longer. He called that a “win” for Apple, estimating that as many as 20% of last year’s early Pro Max buyers could be waiting for the Duo.<h2 class="st-heading-2">What Retail Traders Think Of AAPL Stock</h2>Retail sentiment on Stocktwits around Apple trended in the ‘extremely bearish’ territory at the time of writing.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> is up 26% year-to-date and 39% over the past 12 months. The S&amp;P 500 ETF Trust (SPY) is up 16% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 18%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-ark-invest-biggest-q3-winners-losers-pltr-nvda-txg-tsla-rklb/cZxkcykRBtO">Cathie Wood-Led Ark Invest's Biggest Q3 Winners and Losers — PLTR, NVDA, TXG Led While TSLA, RKLB Dragged</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

  Apple CEO John Ternus holds the iPhone Duo during Apple’s “Surprise and Shine” event at the company's corporate headquarters on September 9, 2026 in Cupertino, California. (Photo by Benjamin Fanjoy/Getty Images)

Apple's iPhone Duo Demand Tracking 'Solidly Out Of The Gate', Says Analyst As AAPL Stock Caps Off Best Week Since September Launch

According to TheFly, Evercore ISI said iPhone Duo delivery dates quickly pushed out to late January, or roughly 100 days, across all regions and configurations it tracks, after pre-orders began Friday.

Apple Inc

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Colas move to record highs is being linked to KFCs planned switch from Pepsi to Coke across its U.S. restaurants, which traders view as a distribution win amid KOs outperformance of Pepsi. The reaction is broadly bullish, though some traders caution that the rally has stretched the stocks valuation.

KraneShares Trust - KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF

KWEB is drawing attention after a prolonged selloff in Chinese internet stocks, with traders split between bottom-fishing for an oversold bounce and expecting further weakness. Bulls point to depressed valuations and technical support, while bears cite Chinas weak demand, limited market inflows, and persistent policy and geopolitical risks.

ProShares Trust II - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

BOIL is drawing attention amid volatile natural-gas futures trading around weather forecasts and EIA storage data. Traders are split on whether heat and tighter storage can offset a mild shoulder-season outlook, strong production, and returning pipeline and LNG flows; many also caution that BOILs leverage and futures-roll decay amplify the risk.

Structure Therapeutics, Inc. is a clinical stage global biopharmaceutical company, which engages in developing novel oral therapeutics to treat a wide range of chronic diseases with unmet medical needs. Its pipeline includes Aleniglipron GSBR-1290, ACCG-2671, GIPR, GCGR, ANPA-0073, and LTSE-2578. The company was founded by Raymond C. Stevens in 2016 and is headquartered in South San Francisco, CA.

Structure Therapeutics Inc - ADR

A prolonged selloff in obesity-focused biotech has put GPCR under scrutiny, with traders debating whether the drop reflects sector weakness and skepticism about alenigliprons efficacy, tolerability and long Phase 3 timeline. Some investors view the companys cash and oral obesity pipeline as undervalued, while others cite intense competition and clinical risks; buyout talk remains speculative.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM is drawing attention over lawsuits alleging brake-master-cylinder failures and 6.2L V8 engine defects, though the cases remain unresolved and no class has been certified. Traders are also weighing declining Q3 U.S. sales and weak EV demand against bullish technical setups and positioning ahead of earnings.

Midnight is a privacy-first blockchain that blends public verifiability with confidential data handling. You can use Midnight's selective disclosure and ZK proofs to build apps.

Midnight

Midnights mainnet launch and ecosystem announcements, including Google and Vodafone validator participation and planned financial-use cases, are driving attention to the privacy-focused Cardano network. Traders are split between optimism about adoption and concern that airdrop redemptions and token selling are weighing on NIGHT, while some question the networks decentralization and near-term traction.

Sovereign frontier cloud for AI that builds  AI agents are starting to build and operate real software. Agentic organizations are starting to coordinate people, code, data, payments, and governance. Both need a cloud that is sovereign, tamperproof, and always on.  The Internet Computer is that cloud.  Built on more than USD 500 million in R&amp;D, ICP uses advanced blockchain technology and cryptography to run entire software systems end-to-end on the network: websites, apps, services, data, payments, and governance. Code and data are protected by the protocol, replicated across independent nodes, and cannot be silently changed by a cloud provider, backend operator, or attacker.  Cloud engines make this infrastructure sovereign. They let organizations run ICP-powered compute across chosen providers, locations, and jurisdictions while keeping the same tamperproof and always-on guarantees of the network.  This is the real demand ICP serves: sovereign frontier cloud for AI agents and agentic organizations. Agents can build and update software. Organizations can run rules, assets, and governance as verifiable systems. The result is software that stays online, keeps its data, and remains under the control of its owners.  Developers and AI agents can build on the Internet Computer with any AI assistant using the ICP skill library at skills.internetcomputer.org, or by creating apps through conversation with Caffeine AI.  Computation on ICP is paid for by converting $ICP into cycles. $ICP is also used for staking and governance through the Network Nervous System.

Internet Computer

ICPs choppy price action and repeated failed breakouts are dominating discussion, with bearish traders citing weak volume and continued selling while long-term bulls point to its decentralized cloud and AI infrastructure thesis, network usage, and token-supply changes. The community remains divided over whether those fundamentals can translate into stronger adoption and token demand.

Chainlink is the industry-standard decentralized oracle network that solves the "oracle problem" by connecting smart contracts with real-world data. Blockchains cannot access external information on their own, so Chainlink acts as a secure bridge, enabling smart contracts to react to real-world events using verified, tamper-proof data. It is widely considered one of the first decentralized oracle networks and is the market leader in bringing off-chain data on-chain.  The platform operates through a decentralized network of nodes that fetch, validate, and deliver data to smart contracts. When a contract requests information like a stock price, a committee of independent nodes retrieves and aggregates the data to reach consensus, then delivers a single trustworthy answer. Chainlink offers a suite of services including Data Feeds for asset prices, CCIP for cross-chain token transfers and messaging, Automation for triggering smart contract functions, and Proof of Reserve for verifying asset collateralization.  Chainlink has established itself as critical infrastructure for both DeFi and institutional adoption, with partnerships including Swift, Euroclear, Mastercard, UBS, ANZ, Fidelity International, and J.P. Morgan. Its institutional products include the Chainlink Runtime Environment for tokenized asset workflows, Confidential Compute for privacy-preserving computation, and the Automated Compliance Engine for embedding regulatory rules into smart contracts.  The LINK token is the native asset used to pay node operators for services, fund subscription accounts, and incentivize network security through staking. Node operators stake LINK as collateral, which can be slashed if they provide inaccurate data. Chainlink was co-founded in 2017 by Sergey Nazarov and Steve Ellis, who co-authored the white paper with Ari Juels, and raised $32 million in its September 2017 ICO.

ChainLink

LINK is drawing attention amid volatile, choppy price action, with traders debating whether recent weakness is a buying opportunity or a failed breakout. Bullish holders point to Chainlinks institutional and tokenization integrations, while skeptics question whether network adoption translates into value for the LINK token and some blame selling pressure without evidence.

WorldFinancial

World Liberty Financials preliminary conditional OCC approval to establish a national trust bank for its USD1 stablecoin is driving attention, with bullish traders viewing future banking operations and token utility as potential catalysts. Others say the news has not translated into sustained token strength and raise concerns about the project and its selloff; predictions of a low-float squeeze remain speculative.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Attention centers on Alpha Taus completed enrollment in its expanded pancreatic-cancer IMPACT study and a pipeline of upcoming clinical milestones, including updates in glioblastoma and ReSTART; traders view the enrollment expansion as encouraging and are accumulating shares ahead of data. Sentiment is largely bullish, though some traders point to pullbacks and resistance near recent highs and note that clinical readouts remain uncertain.

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Solana

Ripple

Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

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