Key Market Information Gap on October 28th, A Must-See! | Alpha Morning Report

- Ethereum rose 6.7% in 7 days amid ETF approval progress and whale accumulation, despite a 0.12% 24-hour dip to $4,118.20. - BlackRock's staking ETF application under SEC review and MegaETH's $999M ICO highlight institutional interest in Ethereum's ecosystem. - Whale activity shows $196M in Ethereum accumulation, with Pal and "100% Win Rate Whale" increasing positions by 200-100 ETH each. - A proposed backtesting strategy tests Ethereum's response to 5% price surges, aiming to validate institutional-drive

- U.S. Commerce Secretary finalizes $490B investment to boost domestic industries and global trade partnerships. - Kuwait accelerates capital market modernization via quadrilateral plan to enhance competitiveness and investor confidence. - KalshiEX sues New York over regulatory jurisdiction, claiming federal preemption for sports outcome derivatives. - Thailand's PM meets U.S. President Trump ahead of Cambodia ceasefire, signaling Southeast Asia diplomatic shifts. - Global developments highlight regulatory

- BigBear.ai's stock surged 300% in 2025 due to defense AI partnerships and government spending, mirroring Palantir's rally. - The company secured $380M in contracts and expanded biometric solutions but reported $228.6M net loss and slashed revenue guidance. - Palantir's $10B U.S. Army contract and $1B+ Q2 revenue highlight defense AI growth, though both firms face valuation skepticism. - BigBear's edge-computing focus contrasts with Palantir's commercial expansion, as investors await Q3 earnings to valida

- PayPal partners with OpenAI to integrate payment systems into ChatGPT via Agentic Commerce Protocol (ACP), enabling in-chat transactions. - The collaboration connects PayPal's 400M shoppers with ChatGPT's 700M users, streamlining checkout while managing fraud and merchant integrations. - PayPal's shares rose 14% premarket as the deal expands AI-driven commerce, with 2026 plans to make 24,000+ merchants' catalogs searchable in ChatGPT. - Risks include technical scaling challenges and fraud controls for co