Latest from Omkar Godbole
Kraken parent Payward closes $550 million Bitnomial deal, securing full CFTC derivatives stack
The deal gives Payward a full CFTC-regulated derivatives stack in the U.S.

Bitcoin stalls near $80,000. Stocks and ETF inflows still point to a breakout.
Your day-ahead look for May 4, 2026

Crypto bears got it wrong again, losing $300 million in liquidations
Bitcoin's move to $80,000 caught bears on the wrong side of the market again, leading to large short liquidations.

Recovery in bitcoin ETF inflows is real. It is just not complete yet.
While ETF inflows have resumed, the recovery has yet to match last fall’s peak.

Veteran trader Peter Brandt sees bitcoin hitting $250,000, but only after a bottom later this year
Veteran trader Peter Brandt sees bitcoin rallying to $250,000 in 2029, but only after the market finishes a long drawn-out bottoming process that could last into September 2026.

Seasonal trends favor bulls even as bitcoin ends April in a defensive mood
Your day-ahead look for April 30, 2026

Bitcoin faces $80,000 resistance as derivatives show signs of risk aversion
Bitcoin faces profit-taking pressure near $80,000, backed up by a U.S. inflation report that comes as high oil prices and rising bond yields weigh on risk assets.

Dogecoin zooms 10%, breaking away from bitcoin as open interest hits a yearly peak
Open interest in DOGE-tracked futures climbed to 15.36 billion tokens, a sign that traders are adding fresh leverage as the memecoin’s price surges.

Ouch. The U.S. 30-year Treasury yield just hit 5% and bitcoin may pay the price
Hawkish dissent within the Federal Reserve, elevated oil prices and rising long-term inflation expectations are pushing bond yields higher.

Hyperliquid’s HYPE token could be its prediction market weapon, Arthur Hayes says
HIP-4 could become a dominant prediction-market venue because Hyperliquid users can get economic exposure to platform usage through HYPE, unlike users of Polymarket or Kalshi.

