Latest from Omkar Godbole
Rate hike bets are building for the Fed – and now the Bank of Japan too
A weakening yen, rising bond yields, and the risk of a carry trade unwind pose a headwind to risk assets, including bitcoin.
Bitcoin steadies, altcoins jump in liquidity-driven relief rally
Bitcoin and ether tick higher while altcoins surge on oversold bounce, but weak liquidity and macro tensions keep the broader trend fragile.
Polymarket trader exploits UFC blunder, turns $676 into $67,000 in under a minute
The episode underscores how quickly prediction market prices can whipsaw on live-event errors.
Yield-hungry bitcoin holders may be keeping BTC stuck in a sideways grind
Yield hungry investors seem to have influenced market flows such that they limit price swings.
Hyperliquid traders in Tokyo get 200-millisecond edge, Glassnode research shows
Hyperliquid’s validators cluster in AWS Tokyo alongside Binance, BitMEX and KuCoin, giving nearby traders a latency advantage, Glassnode data shows
Bitcoin bullish bets hit a 28-month high on Bitfinex, and that's music to bears' ears
Historically, spikes in Bitfinex BTC/USD longs have acted as a contrary indicator.
Bitcoin miners are becoming AI companies and selling their BTC to fund the transition
The average public miner spent $79,995 to produce one bitcoin last quarter. Bitcoin is trading at $70,000. The math doesn't work, so the industry is pivoting to AI, taking on $70 billion in contracts, and liquidating bitcoin treasuries to finance the shift.
Ondo, Canton sidestep macro concerns with institutional deals as bitcoin, ether slide
Your day-ahead look for March 27, 2026
Bitcoin drops to two-week low as $300 million in longs are liquidated
Bitcoin fell below $67,000 and ether dropped toward $2,000 as equities weakened, oil topped $100 and leveraged longs unwound, signaling fragile sentiment.
