Latest from Omkar Godbole
One overlooked group has added $1.78 billion of selling pressure to bitcoin market
Public miners are an underappreciated source of supply hitting the market right at the margin.

Crypto.com rolls out tokenized stock derivatives as crypto exchanges push into equities
The exchange is joining a tokenized stock market that has grown 600% in a year, though its products offer price exposure rather than share ownership.

Here's what bitcoin and ether traders are doing ahead of the binary U.S. CPI print
Bitcoin and ether are stuck in a tight range ahead of the CPI. Here’s how savvy traders are positioning for the pivotal release.

Australian watchdog suspends Cryptolink, forcing 96 ATMs offline
The regulator cited missing transaction reports and the company’s failure to respond to an information request.

When safe assets compete with risk. Lessons from the 1960s–90s for bitcoin and stocks.
Your day-ahead look for Aug. 11 2026

Bitcoin stuck below $65,000 as Hormuz hopes evaporate, XRP close to dropping below $1
The Strait of Hormuz relief trade unraveled after Trump demanded 50 years of Iranian compensation, pushing oil back to $89 and leaving crypto and equities unchanged ahead of a pivotal CPI report.

Nvidia’s $500 billion AI infrastructure push leaves crypto compute further behind
Nvidia has signed memorandums of understanding with six major Wall Street firms to establish "AI compute" as a bankable infrastructure asset.

A $2 trillion asset class is getting a new blockchain rail
ADI Chain and Shipfinex are partnering to tokenize commercial ships, aiming to open the $680B ship-finance market to wider capital pool.

Bitcoin's 'strongest hands' are back, on-chain data show
Elite wallets holding over 10,000 BTC has hit a six-month high of 90, building on earlier accumulation by mid-sized whales amid Coldcard fallout and Clarity Act delays.

Bitcoin's BIP-110 episode is free-market capitalism in purest form
Your day-ahead look for Aug. 10, 2026

