Latest from Omkar Godbole
Bitcoin ETF holders and treasury firms stack protection against price crash below $60,000, Deribit says
Market participants with long-term vision are buying downside protection.

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 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.


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.

