Latest from Omkar Godbole
Bitcoin miners are becoming AI companies and selling their BTC to fund the transition
The average public miner spent $79,995 to produce one bitcoin last quarter. Bitcoin is trading at $70,000. The math doesn't work, so the industry is pivoting to AI, taking on $70 billion in contracts, and liquidating bitcoin treasuries to finance the shift.
Ondo, Canton sidestep macro concerns with institutional deals as bitcoin, ether slide
Your day-ahead look for March 27, 2026
Bitcoin drops to two-week low as $300 million in longs are liquidated
Bitcoin fell below $67,000 and ether dropped toward $2,000 as equities weakened, oil topped $100 and leveraged longs unwound, signaling fragile sentiment.
Investors yank $171 million from bitcoin ETFs in largest single-day outflow in three weeks
ETFs show institutional demand for bitcoin is cooling after a strong start to the month.
Bitcoin macro risks spike as Ukraine messes with Trump's plan to stabilize oil markets
Ukraine’s disruption of Russian oil flows has added fresh uncertainty to already strained energy markets, complicating inflation outlooks and keeping pressure on risk assets including bitcoin.
Tether hires KPMG for USDT audit, brings in PwC as it gears up for U.S. expansion
FT identifies KPMG as auditor as stablecoin giant eyes fundraising and expansion under new U.S. rules
Everyone's calling bitcoin resilient, may be it's just complacent
Your day-ahead look for March 26, 2026
Crypto slides as oil spike, macro jitters trigger derivatives unwind
Bitcoin dropped below $70,000 and ether fell toward $2,000 as rising oil prices, falling equities and weak liquidity sparked risk-off flows and pressured altcoins.
Bitcoin has traded in a tight range for nearly 50 days – but this is not a "bear flag"
Extended range-bound price action signals structural consolidation rather than a textbook bearish continuation, despite rising downside risks.
Bitcoin DAT trade is concentrating in Michael Saylor’s Strategy as treasury demand fades elsewhere
Strategy accounted for nearly all recent BTC digital-asset treasury purchases, with other firms’ share dropping from 95% to about 2%, CryptoQuant data show.
