Saksham Diwan
Latest from Saksham Diwan
The Futarchy of Privacy: Umbra's Fit in a Private Crypto World
Institutions need privacy. Umbra’s moat is encrypted shared state via Arcium MXE. Key catalysts: Feb 2026 mainnet launch and Solana Confidential SPL.
Risk assets rally on taco trade: Crypto Daybook Americas
Your day-ahead look for Jan. 22, 2026
Capture the Flow: Evaluating the Ranger Finance Launch Narrative
Aggregators win by cross-selling high-margin products. Ranger raised $86M on MetaDAO to be Solana's trading hub, though RNGR faces post-ICO sell pressure.
Bitcoin gains as yen surprisingly tumbles after BOJ rate hike: Crypto Daybook Americas
Your day-ahead look for Dec. 19, 2025
Switch to Long-Term Thinking: Crypto Daybook Americas
Your day-ahead look for Dec. 5, 2025
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.
Risk Assets Lose Appeal: Crypto Daybook Americas
Your day-ahead look for Nov. 7, 2025
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.
