Latest from Omkar Godbole
Bitcoin, broader market fail to keep pace as global equities hit record highs
Derivatives data show subdued activity in bitcoin and ether but aggressive positioning in select altcoins.

Live updates: An AI credit bubble could set up bitcoin’s path to $1 million, says Arthur Hayes
Maelstrom co-founder Arthur Hayes says overleveraged AI data-center spending will eventually crack, forcing government bailouts and money printing that become the next major bitcoin catalyst.

The worst chart for bitcoin bulls right now
For 14 years, one ratio moved only in bitcoin's favor. Now it has decisively turned the other way and bulls may not like what it means.

New Ethereum proposal would cut issuance to zero if staked ETH reaches $112 billion
The EIP-8361 draft proposal calls for burning a rising share of validator rewards as the staking ratio climbs.

"You stole, please return some." Coldcard hacker's wallet becomes a graffiti wall of pleas and hustles
A wallet holding $36 million in stolen bitcoin has become an unlikely public message board, as hack victims and opportunists pay to leave permanent notes for the thief.

The bitcoin market has plenty of reasons to freak out, yet calm pervades
Your day-ahead look for Aug. 4, 2026

South African lawmakers propose draft rules on cross-border crypto transactions
A draft rulebook proposes that sending crypto offshore must be conducted through an authorized provider and be reported to the central bank’s FinSurv.

Bitcoin rises toward $64,000 as Coldcard exploit, Strategy sales recede. ADA advances
Bitcoin advanced as the market settled down following the weekend’s hack of Coldcard wallets and sales by Strategy even as sentiment remained in “extreme fear.”

Live updates: Bitcoin stuck in tight range as risk assets soar on Iran deal hopes
Japan may have spent as much as $36.6 billion buying yen in the first joint US-Japan action to support the currency since 1998. Bitget Wallet’s Alvin Kan says it can slow a disorderly slide without reversing the broader trend.

Why Jim Cramer’s quantum panic isn’t rattling bitcoin as price holds steady around $64,000
Jim Cramer says he's dumping his bitcoin over quantum computing fears, but his track record of crypto and bank calls has buoyed the crypto community.

