Saksham Diwan
Latest from Saksham Diwan
Crypto Markets Today: Bitcoin Slides to $91K as ETF Outflows Deepen Market Anxiety
Bitcoin’s early week rally unraveled as sharp ETF outflows, aggressive derivatives deleveraging and muted altcoin reactions to catalysts pulled the broader crypto market lower.
Solomon's Synthetic Dollar in a Declining Treasury Market
Funding rate arbitrage is emerging as a renewed yield engine in a declining Treasury environment, and Solomon, a MetaDAO backed synthetic dollar protocol, offers a nascent take on the Ethena style trade with cleaner tokenomics, built in yield, and early stage valuation considerations.
Uniswap’s UNIfication Proposal - Buybacks & Competitive Risk
The fee switch ties UNI’s value to protocol revenue for the first time - but Aerodrome’s expansion could limit the upside.
Crypto Markets Today: Bitcoin Holds $100K as Altcoins Extend Losses, AI Tokens Defy Trend
Bitcoin’s slide to $100,600 caps another week of losses due to renewed Fed caution. Ether and most altcoins are struggling, though AI-linked tokens are seeing outsized gains.
Why Fundamentals Need Context
Solana’s ecosystem sectors are underperforming SOL despite strong narratives. Meanwhile, EtherFi’s “neobank” thesis faces valuation compression, and Ore’s recent move highlights why context matters.
The Structured Speculation Thesis - Why ICOs Are Back
As memecoin volumes collapse from 22% to 2% market share, Internet Capital Markets are channeling speculation into sustainable, governed fundraising.
