Latest from Omkar Godbole
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
Bitcoin steadies above $65,000 as Iran-Oman deal talk eases Hormuz concerns, lifts risk assets
BTC rose to $65,209 and Nasdaq 100 index futures gained 0.45% on reports that Iran may strike a deal with Oman to reopen the Strait of Hormuz.
Bitcoin volatility is in meltdown, but downside protection still commands a premium
Bitcoin’s BVIV volatility index hit the lowest level since 2025 as option demand collapsed. Still, overwriting surged and downside protection stayed pricey.
Live updates: WTI crude oil up 5% and back to $80, as bitcoin drops below $64,000
The market rose even as the Senate left the crypto bill unpassed before its recess, with steady ETF inflows and a softer dollar doing more for prices than Washington.
XRP is getting left behind in the crypto bounce even as ETFs keep attracting investor money
The token fell 5% last week while BTC, ETH and SOL climbed.
