Latest from Omkar Godbole
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.

A bitcoin wallet dormant since 2013 moved $31 million, and it's not the only one
A 12-year-old bitcoin wallet moved $31 million on Monday, part of a broader wave of dormant coins shifting since the Coldcard hack.

Solo Bitcoin miner nets $200,000 as Coldcard hardware wallet drains rocks sentiment
Your day-ahead look for Aug. 3, 2026

Bitcoin, ether decline as Coldcard exploit enters a fifth day
Nevertheless, the drop in crypto prices seems restrained given the magnitude of losses in the wallet hack and the erosion of confidence in cold storage.

Live updates: Bitcoin flirts with $64,000 as stocks start strong in August
ARP Digital’s Yusuf Fakhro said bitcoin’s weakness reflects stalled participation more than forced selling, with ETF flows turning negative, CME open interest back at 2023 levels and Strategy idle for a fifth straight week.

The bitcoin futures yield collapse: Once over 20%, now less than Treasury notes
Bitcoin futures’ once-rich carry has evaporated, with quarterly basis yields trailing two‑year U.S. Treasuries since February, a sign of shrinking arbitrage and a maturing market.

