SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Pyth Network is a decentralised oracle network designed to provide real-time financial market data to decentralised applications (dApps) across multiple blockchains. It allows developer to secure smart contracts with reliable, low-latency market data from institutional sources, and build apps with high-fidelity oracle feeds designed for mission-critical systems.

Pyth Network

Traders are focused on Pyths reported rule directing all DAO product revenue toward PYTH reserve accumulation, alongside its Nasdaq data-distribution and real-world-asset narrative and speculation about a teased announcement at the quarterly call. The reaction is largely bullish, though some holders question whether revenue-driven buying can offset token unlocks and selling pressure.

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

KFCs move to switch its U.S. restaurants from Pepsi to Coca-Cola is drawing attention as a competitive win for KO. Traders are also celebrating the stocks breakout to new highs and its relative strength as a defensive holding, while some caution that the rally has stretched the valuation.

Marathon Petroleum Corp. engages in the refining, marketing, and transportation of petroleum products. It operates through the Refining and Marketing, and Midstream segments. The Refining and Marketing segment includes refining crude oil and other feedstocks, purchasing ethanol, and refined products for resale and distribution of refined products. The Midstream segment refers to transportation, storing, distribution, and marketing of crude oil and refined products. The company was founded in 1887 and is headquartered in Findlay, OH.

Marathon Petroleum Corp

MPC is drawing attention for its sharp rally and repeated highs, which traders link to unusually strong refining margins as tight diesel and other refined-fuel supplies boost crack spreads amid geopolitical disruptions. Many are bullish on the refiners earnings potential, while others warn the run looks overextended and margins could narrow if supply conditions ease.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Rising crude prices amid escalating Middle East tensions and concerns about disrupted oil flows are driving attention to Chevron as an energy-sector beneficiary. Traders are broadly positive about its breakout and recent highs, though some question how consistently the shares track oil and note that refining margins and upcoming earnings also matter.

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

GMs weaker U.S. vehicle sales, particularly in EVs, are driving debate about demand and competition from automakers with stronger hybrid lineups as investors look ahead to earnings. Some traders remain bullish on the stocks recent bounce and technical setup, while others are concerned about sales momentum and vehicle-defect litigation.

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Morgan Stanley

Morgan Stanleys quarterly earnings beat expectations, led by strong equity trading and wealth-management results, but the shares fell despite the positive report. Traders debated whether the beat was already priced in, with softer sequential trading activity, weaker fixed-income revenue, and inflation-driven pressure on financial stocks weighing on sentiment.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDashs pullback is prompting debate over its premium valuation and whether AI ordering agents could bypass its marketplace and pressure its take rate; the Google Maps ordering feature discussed by traders remains speculative and has not launched. Bears see further downside, while bulls point to technical support and the companys delivery network and expansion as reasons for optimism.

UNI is the governance token for Uniswap, an Automated Market Marker DEX on the Ethereum blockchain. The UNI token allows token holders to participate in the governance of the protocol. Key decisions such as usage of the treasury or future upgrades can be decided through a governance vote.

UniSwap

Traders are focused on Uniswaps Robinhood connection and fee-switch-driven UNI burns, which bullish holders see as potential sources of tokenized-asset activity, protocol revenue and reduced supply. The reaction is divided: supporters are accumulating on the long-term thesis, while others point to recent volatility, pullback risk and uncertainty about whether the developments are reflected in the price.

VS Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

A volatility spike and a shift toward backwardation are driving attention to UVIX, with traders connecting the move to tech weakness and broader macro and geopolitical concerns. Some are celebrating the hedges surge, while others warn that UVIXs leverage and decay make the move risky and debate whether to take profits or fade it.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE is drawing attention ahead of its Q3 report, with traders focused on whether margins can recover as aerospace engine and services demand remains strong. Optimism about its backlog and past earnings beats is tempered by concerns over margin pressure, a premium valuation, and recent share-price weakness.

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<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

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.

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

<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

iShares 7-10 Year Treasury Bond ETF

<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

<ul class="summary-bullets"><li>10x Genomics and Palantir were among the standout winners across Ark's portfolios.</li><li>Ark attributed the 10x Genomics rally to growing interest in single-cell sequencing and spatial analysis as sources of data for AI drug-discovery models.</li><li>Nvidia also made the cut, particularly across Ark's technology-focused portfolios.</li></ul>Cathie Wood-led Ark Invest's portfolios saw some dramatic winners and losers in the third quarter (Q3), with artificial intelligence, biotech, crypto and other disruptive-technology bets among the biggest drivers.Ark's latest quarterly report shows that several stocks made meaningful contributions across multiple ETFs, while Tesla Inc. (TSLA) and Rocket Lab Corp. (RKLB) emerged among the most notable drags. Ark's attribution figures measure each holding's contribution to its ETF's performance, rather than the stock's standalone return.<h2 class="st-heading-2">Ark’s Biggest Winners In Q3</h2>10x Genomics Inc. (TXG) was the standout winner across Ark's portfolios. The stock contributed 9.03 percentage points to ARK Genomic Revolution ETF’s (ARKG) 28.92% Q3 gain and 2.92 points to ARK Innovation ETF’s (ARKK) 10.39% return during the quarter.Ark attributed the rally to growing interest in single-cell sequencing and spatial analysis as sources of data for AI drug-discovery models. The firm also highlighted the launch of 10x's Atera spatial system, with orders already in place for the 40 shipments anticipated in 2026.Twist Bioscience Corp. (TWST) was another major biotech winner, contributing 6.51 points to ARKG and 2.55 points to ARKK. The stock jumped 87.83% during the quarter. Ark said Twist was increasingly recognized as a beneficiary of AI-driven drug discovery, including through its protein-characterization work for Anthropic.&nbsp;Tempus AI Inc. (TEM) also stood out, contributing 3.21 points to ARKG and 2.08 points to ARKK, while gaining 41.38% during the quarter.&nbsp;Then there was Palantir Technologies Inc. (PLTR), emerging as one of the most important cross-ETF winners. Palantir contributed 1.86 points to ARK Autonomous Technology &amp; Robotics ETF (ARKQ), 1.62 points to ARKK, 1.48 points to ARK Next Generation Technology ETF (ARKW), 2.39 points to ARK Blockchain &amp; Fintech Innovation ETF (ARKF) and 1.47 points to ARK Space &amp; Defense Innovation ETF (ARKX).Nvidia Corp. (NVDA) also made the cut, particularly across Ark's technology-focused portfolios. It contributed 0.49 points to ARKQ and 0.48 points to ARKX.<h2 class="st-heading-2">Biggest Losers</h2>Tesla was the clearest recurring drag across Ark's portfolios. It was the biggest detractor in ARKQ (-1.72 percentage points), ARKK (-1.75 points) and ARKW (-1.43 points).Ark said Tesla sold off sharply after its second-quarter (Q2) results disappointed on profitability, with price cuts and the wind-down of the Model S and Model X pressuring margins.But the firm also pointed to a recovery in the stock as Tesla publicly launched Cybercab in Austin and surpassed 1 million unsupervised robotaxi miles, up from 380,000 just six weeks earlier.Rocket Lab was another major drag, particularly in the space-focused portfolios. It contributed -1.39 points to ARKQ and -2.04 points to ARKX.The firm noted that Rocket Lab completed 21 flights in 2025 and had a backlog of more than 90 missions as of the second quarter.Ark's biggest winners included AI, AI-enabled biotech and other technology bets, while some of its highest-profile holdings, most notably Tesla and Rocket Lab, weighed on performance.<a href="https://stocktwits.com/symbol/ARKK">ARKK ETF</a> declined nearly 5% in Friday’s regular trading session and fell nearly 0.4% during the after-hours trade. Retail sentiment on Stocktwits around ARKK trended in the ‘bearish’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-denies-spacex-starlink-slowed-down-white-house-elon-musk/cZxkR3ARBtB">Trump Denies SpaceX’s Starlink Was Slowed Down Over Ukraine By Either White House Or Elon Musk: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, chief executive officer and chief investment officer, Ark Invest, gestures as she speaks during the Bitcoin 2022 Conference at Miami Beach Convention Center on April 7, 2022. (Photo by Marco Bello/Getty Images)

Cathie Wood-Led Ark Invest's Biggest Q3 Winners And Losers — PLTR, NVDA, TXG Led While TSLA, RKLB Dragged

Ark's latest quarterly report shows that several stocks made meaningful contributions across multiple ETFs.

Cathie Wood-Led Ark Invest's Biggest Q3 Winners and Losers — PLTR, NVDA, TXG Led While TSLA, RKLB Dragged

ARK Fintech Innovation ETF

ARK Investment Management LLC - ARK Genomic Revolution ETF

ARK Innovation ETF

ARK Next Generation Internet ETF

ARK Space Exploration & Innovation ETF

Palantir Technologies Inc

Rocket Lab USA Inc

Tempus AI Inc

Twist Bioscience Corp

10x Genomics Inc - Ordinary Shares - Class A

<ul class="summary-bullets"><li>Asked by reporters who was responsible for pausing access to Starlink for the Ukrainian military, President Donald Trump denied that either he or Musk was behind the move, according to a CNBC report.</li><li>SpaceX CEO Elon Musk had previously sought to distance himself from direct responsibility, saying that Starshield systems are owned and controlled by the U.S. government.</li><li>Ukrainian President Volodymyr Zelenskyy said on Friday that Starlink was not completely shut down in Ukraine but that its speed had been reduced.</li></ul>President Donald Trump on Friday denied that either the White House or Space Exploration Technologies Corp. (SPCX) CEO Elon Musk ordered restrictions on Starlink satellite internet services used by Ukraine’s armed forces.The comments come after Ukrainian officials said the restrictions disrupted military operations and the country’s ability to intercept Russian attacks. Musk, meanwhile, had previously pointed responsibility toward the U.S. government, while conflicting reports have emerged over who ordered the slowdown.<a href="https://stocktwits.com/symbol/SPCX">SpaceX shares</a> fell nearly 2% during the regular trading session on Friday, and declined 0.4% further in the after-hours trade.<h2 class="st-heading-2">Trump Denies Ordering Starlink Restrictions</h2>Asked by reporters in Washington who was responsible for pausing access to Starlink for the Ukrainian military, Trump denied that either he or Musk was behind the move, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/10/16/trump-denies-musk-claim-he-ordered-starlink-restrictions-in-ukraine.html">report</a> by CNBC.“Well, I don’t know if it was anybody because it wasn’t me, and I don’t think it was Elon,” Trump said. “And from what I understand, it’s the same as it’s always been.”The denial follows reports pointing in different directions. Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/europe/order-limit-starshield-ukraine-came-inside-white-house-sources-say-2026-10-15/">reported</a> Thursday, citing two U.S. officials, that the call to restrict Starlink in Ukraine came from the White House, although the report did not identify who made the order.The Telegraph, meanwhile,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.telegraph.co.uk/world-news/2026/10/16/musk-approached-trump-slow-down-starlink-help-ukraine/">reported</a> Friday that Musk had “approached” Trump with the idea of slowing down Starlink in Ukraine and that they both played a role in imposing the restrictions.Musk had previously sought to distance himself from direct responsibility, writing&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2110445577184133456">on</a> X that Starshield systems are owned and controlled by the U.S. government.<figure class="image"><img src="https://news.stocktwits-cdn.com/Musk_post_b0b5987cf6.jpg" alt="Elon Musk's post on X" width="590" height="355"><figcaption>Elon Musk's post on X | @elonmusk/X</figcaption></figure>The conflicting accounts come amid heightened tensions between Trump and Ukrainian President Volodymyr Zelenskyy over Ukraine’s attacks on Russian oil infrastructure.<h2 class="st-heading-2">Zelenskyy Says Starlink Was Slowed, Not Shut Off</h2>Zelenskyy said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ZelenskyyUa/status/2111128466598854924">post</a> on X on Friday that Starlink was not completely shut down in Ukraine but that its speed had been reduced, with the restrictions having significant consequences for Ukrainian military operations.According to Zelenskyy, the slowdown affected Ukraine’s ability to use Starlink-connected systems to intercept Russian drones attacking civilians. He said Ukrainian forces also rely on the service for mid-range strikes against Russian military targets in occupied Ukrainian territory.“We couldn’t use a tool that helps protect people. That’s very painful and frustrating,” he added.Zelenskyy also said the restrictions affected frontline logistics, including drones used to deliver food and water to Ukrainian soldiers. He said the service had begun to recover but had not yet returned completely to its previous performance.<figure class="image"><img src="https://news.stocktwits-cdn.com/Zelenskyy_post_f869aca6c3.jpg" alt=" Volodymyr Zelenskyy's post on X" width="585" height="619"><figcaption>&nbsp;Volodymyr Zelenskyy's post on X | @ZelenskyyUa/X</figcaption></figure><h2 class="st-heading-2">What Retail Investors Think Of SPCX Stock</h2>Retail sentiment on Stocktwits around SpaceX trended in the ‘bearish’ territory at the time of writing.<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a> is down 3% year-to-date. The S&amp;P 500 ETF (SPY) is up 16% 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/trump-waives-russia-energy-tariffs-week-after-diesel-deal/cZxj6rdRBtJ">Trump Waives Russia Energy Tariffs, Sanctions A Week After Diesel Deal As Crude Oil Prices Soar To A 5-Month High</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla and SpaceX CEO Elon Musk (L) receives the National Medal of Science from U.S. President Donald Trump during the Golden Age of American Innovation Summit at the Institute of Peace on October 08, 2026 in Washington, DC. (Photo by Win McNamee/Getty Images)

Trump Denies SpaceX’s Starlink Was Slowed Down Over Ukraine By Either White House Or Elon Musk: Report

The comments follow Ukrainian officials' remarks that the restrictions disrupted military operations and the country’s ability to intercept Russian attacks.

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