Latest from Omkar Godbole
Analysis: Block’s retreat to 2019 scale could be a hint of deeper shifts in payments economics
While Jack Dorsey cites AI-enabled productivity gains as the reason for Block's cuts, the deeper shift is in payments plumbing: stablecoin settlement threatens to compress the fee stack that fintech acquirers have relied on for years.
Bitcoin's bounce fails to convince options traders
Your day-ahead look for Feb. 26, 2026
Bitcoin stalls below $70,000 while DOT, UNI lead altcoin surge
BTC traded within a well-defined range as polkadot and uniswap rallied, cosmos slid.
Here is why the wild accusations of Jane Street rigging bitcoin price may not be true
Jane Street is a major authorized participant in spot bitcoin ETFs. That's not a conspiracy. But the mechanics of what APs actually do at market open explain more than most people realize.
Uniswap’s UNI jumps 15% as governance vote to expand fee switch gains momentum
A governance proposal would activate protocol fees across eight additional chains and automate fee collection on all v3 pools, potentially adding an estimated $27 Million in annualized revenue.
Solo bitcoin miner turns $75 of rented hashrate into a $200,000 block reward
The miner rented 1 petahash per second through on-demand cloud mining and got lucky on block 938,092, one of 21 solo-mined blocks in the past year.
These bitcoin-linked stocks are doing better than BTC
Your day-ahead look for Feb. 25, 2026
Crypto rebounds from oversold levels, altcoin season indicator revisits January high
Bitcoin rose as much as 3.7% overnight before paring gains, while altcoins outperformed and the altcoin season indicator hit its highest level since January.
Strategy becomes most heavily shorted U.S. stock – but don't assume pure bearishness
Short interest in MSTR equals 14% of market cap, yet much of the positioning may reflect basis trades rather than outright bets on a continued decline.
Leading stablecoin Tether shrinks again as market cap looks set for second straight monthly drop
Growth of tether and other top stablecoins has stalled, posing risk to the broader crypto market.
