Weekly Market Report

Weekly insights on crypto, macro, and capital movement.

OpenAI’s $20B Revenue Gap, Tokenized Stocks Hit Wall Street, Oil and Bond Yields Rattle Markets

Oct 9, 2026

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7 min read

OpenAI’s $20B Revenue Gap, Tokenized Stocks Hit Wall Street, Oil and Bond Yields Rattle Markets

Explore this week’s biggest market shifts, from OpenAI’s $20B revenue gap and Wall Street’s move toward tokenized stocks to surging oil prices, rising bond yields, enterprise AI growth, institutional capital flows, digital government bonds, and the evolving global macro outlook. Discover the stories, deals, and trends shaping the future of finance, technology, and digital assets in the latest CK Weekly Market Report.

Constantin Kogan

📬 A Quick Step to Make Sure You Never Miss CK Updates

Oct 7, 2026

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1 min read

📬 A Quick Step to Make Sure You Never Miss CK Updates

A small inbox change that helps make sure our latest insights always reach you.

Constantin Kogan

Anthropic IPO Plans, $5.3% Yields, Micron AI Boom, Bitcoin at $84K

Oct 2, 2026

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7 min read

Anthropic IPO Plans, $5.3% Yields, Micron AI Boom, Bitcoin at $84K

A potential $300B+ Anthropic IPO, record AI driven demand at Micron, 10 year Treasury yields at 5.34%, and Bitcoin rebounding toward $87K. The numbers behind this week’s biggest shifts across AI, markets and digital assets.

Constantin Kogan

Trump Meets Xi, 10Y Yield Hits 5%, $1.3B Fund Goes Onchain, Fed Moves on Stablecoins

Sep 25, 2026

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5 min read

Trump Meets Xi, 10Y Yield Hits 5%, $1.3B Fund Goes Onchain, Fed Moves on Stablecoins

Trump meets Xi as the 10 year Treasury yield hits 5%, a $1.3B venture fund moves onchain, and the Fed advances stablecoin rules. Explore the week’s biggest shifts across global markets, AI, institutional capital, crypto, and the future of finance.

Constantin Kogan

Fed Hikes 25Bps, 10Y Yield Crosses 5%, AI Spend Surges, Stocks Go Onchain

Sep 18, 2026

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6 min read

Fed Hikes 25Bps, 10Y Yield Crosses 5%, AI Spend Surges, Stocks Go Onchain

The Fed delivers a 25 bps rate hike as the 10 year Treasury yield crosses 5%, while AI spending accelerates and traditional markets move onchain. Explore the week’s biggest shifts across global markets, institutional capital, artificial intelligence, crypto, tokenization, and the forces reshaping the next phase of finance.

Constantin Kogan

Oil Surges Above $100, AI Capital Accelerates, Bitcoin Draws Institutional Demand

Sep 11, 2026

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5 min read

Oil Surges Above $100, AI Capital Accelerates, Bitcoin Draws Institutional Demand

Oil surges above $100 as AI investment accelerates and institutional demand for Bitcoin grows. Explore the market forces, capital flows, and global trends shaping the next cycle.

Constantin Kogan