All newsletters — tap one
📈 Reported moves — Friday close, per The Daily Rip
As reported 30 Oct 2026.
🪙 Crypto caps — Cryptotwits, Week 44
Total cap ATH $4.22T, altcoin cap ATH $1.73T — as reported 31 Oct 2026.
🏦 Macro, in order — the numbers that move markets
- Inflation — PCE, September: headline 3.6%, core 3.1% (headline up from 3.4%, core up from 3.0%)
- GDP — Q3: 3.4% annualized, up from 2.2% in Q2
- Jobless report: claims 194,000 for the week ending 24 Oct
- Fed rate odds — December meeting (8–9 Dec): ~83% hike, ~17% hold / cut — see chart → (live on Refresh)
- Current Fed rate: 3.75%–4.00%, held, with Cook and Hammack dissenting for a hike
- Other macro to watch: US goods trade deficit $134.9B in September; Bank of Canada +0.25% to 2.5%; oil $104.12, +2.1%; Bitcoin ~$77,500, Fear & Greed 36 (Fear)
Fed odds, plainly: ~83% hike is just the average of 84.6% (Daily Rip, 28 Oct) and over 80% (Opening Bell, 29 Oct). Tap Refresh for live Kalshi + Polymarket odds, shown separately — never blended silently.
December: hike vs. hold / cut
📈 Live now — prices on Refresh
Tap Refresh scores below for live prices. Prices come from Yahoo Finance and CoinGecko, via the app's backend — no price is invented here.
🏆 Basenese Top 20 — Scored 1–100, ranked
Scoring, from the picture's criteria: Trend fit (AI infrastructure, personalized medicine, oil macro) up to 40 + Bottom-up value (small, undervalued, distressed) up to 30 + Earnings / cash strength up to 20 + Catalyst up to 10 = 100. Scores are criteria-based as of 1 Nov 2026, from newsletter analysis. Tap Refresh below for live market prices and the latest newsletters — scores themselves are not recalculated from price alone.
Tap Refresh for live prices and the latest newsletters. Prices below update live on Refresh; scores update when new newsletter analysis arrives.
📰 Latest finance updates — week ahead
Gist only here — headline + the most important points, nothing long. Tap a newsletter below for more detail. Figures as reported in the newsletters, not live-verified.
New — 3 Nov 2026
- Mark Moss, 3 Nov: “California's tax on billionaires” — California ballot proposes a one-time 5% tax on billionaires' net worth; Moss says structure, not moving, cuts taxes; act before 31 Dec.
- Lark Davis, 3 Nov: “Market Impact if Democrats Sweep” — Democrat sweep put at 75% on Polymarket; tech/AI faces tighter scrutiny, Nasdaq down 11% since early-October highs; Bitcoin pressure seen as negligible.
- CoinMarketCap Spotlight, 3 Nov: “ZachXBT Flagged a Suspected Theft From Exchange Accounts” — suspected $106M+ theft from EU exchange accounts, withdrawn as USDC/USDT, partly converted to Monero; BTC $76,991, Fear & Greed 34.
- Opening Bell Daily, 3 Nov: “Apple keeps winning” — only Mag 7 stock beating the S&P 500 this year, up 24%+; record September-quarter revenue over $114B, $2.10 a share, iPhone sales +17%.
New — 2 Nov 2026
- The Daily Rip, 2 Nov: “Marvell Buys Lumentum, Oil cratered on a Maybe peace” — Oil fell on U.S.–Iran diplomacy talk (Brent -6%+ to $105.55); Marvell's $115B Lumentum deal, yet MRVL -12.7%, LITE -18.6%.
- Cryptotwits, 2 Nov: “Anyway, How Was Your Weekend?” — Binance reopened, $3.64B net out in 9.5 hours; FBI confirmed North Korea's TraderTraitor hack, 628 wallets to block.
- Decrypt, 2 Nov: “Days since the last crypto hack: 0” — Mercado Bitcoin halted after $40M drained; Binance $3.64B net outflows; $643M left Bitcoin ETFs Friday.
- Mark Moss, 2 Nov: “No election is going to fix this” — A $5,000 Trump dividend won't fix retirement; avg Social Security ~$2,170/month; the 4% rule no longer works for many.
- Diamandis / Metatrends, 2 Nov: “You're Going to Own a Piece of AI” — Anthropic S-1 as ANT at a reported $1.5–2T; Musk: one SpaceX share per American child into Trump Accounts.
- CoinMarketCap Spotlight, 2 Nov: Binance reopening in phases, ~95% of the $6.3B covered; BTC $77,803, ETH $2,283, Fear & Greed 36.
- Opening Bell Daily, 2 Nov: S&P 7,580.07 — 5 months, no progress; week ahead: Apple/Palantir Mon, midterms Tue, jobs Fri.
- Kobeissi, 2 Nov: Chart of the Week published, link-only email, chart itself not described here.
Week ahead, 2–8 Nov 2026
- Mon 2 Nov: Kobeissi Letter Chart of the Week published (link-only email, chart not described here).
- Tue 3 Nov: ImmunityBio earnings, swing factor per Stocktwits Top 25 Week 43; Anktiva + BCG bladder-cancer trial results expected in November.
- Wed 4 Nov: agilon health earnings; Russell 2000 #1 despite -1.2% week, Springfield Clinic expansion targeting ~21,000 additional traditional Medicare beneficiaries.
- Mid-Nov, no exact date: Anthropic IPO, ticker ANT, $75–100B share sale hoped at $1.5–2T valuation, per Lark.
Lark Monthly Debrief, October
- Nasdaq down 9.5% since early October; Intel -47%, Google -22%, Nvidia -16%, tied to the AI "circular economy" story.
- Binance hack: $6.4B drained 29 Oct, $3B in stables frozen, Binance covering 100% of user losses.
- Anthropic H1: revenue $16.3B (+1,300% YoY), $80.7B net losses, ~$750B compute commitments.
- Lark trades: short Google first take-profit hit 26 Oct, second target $271 would make +11.5% (not already banked); long gold -5.5%, stopped at $3,930 on 30 Oct.
Crypto Data Dive, Week 44
- Total crypto cap ATH close $4.22T, YTD -12%, -39% from ATH; altcoin cap ATH $1.73T, YTD -14%, -41% from ATH.
- Weekly: AI -13%, DeFi -8%, meme -8%, stablecoins -1%.
- Liquidations: ~$1.055B longs 7 Oct, ~$1.7B combined 28–29 Oct; repeated $400–500M long-liquidation days with BTC barely moving point to leverage, not volatility.
🌐 All together — synergistic summary
The big picture: AI is now graded on cash, not just growth. Strong earnings were not enough when spending and guidance disappointed, and the AI selloff is also a financing story — data-center debt is piling up while demand for compute still holds.
Crypto, same week: the Binance hack (~$6.4B drained, ~$3B frozen) shook trust, yet tokenization and regulated perps kept advancing — DTCC, Ripple's trust bank, and ICE / Hyperliquid all point the same way: crypto plumbing is going mainstream even as prices slide.
What to watch: December Fed decision, PCE, AI cash flow vs. capex, and whether HYPE holds $100 and Bitcoin holds above its 200-day average.