According to @godbole17, U.S. engagement with the C5+1 is centered on rare earth elements and energy, with Kazakhstan and Kyrgyzstan highlighted for rare earth potential and Turkmenistan for large natural gas reserves, offering India supply-chain optionality tied to manufacturing and energy security (source: @godbole17 on X). Economic Times reports India–Kazakhstan bilateral trade was about 1 billion dollars in 2024 with a joint goal of 3 billion and both sides reaffirming deeper cooperation at a high-level dialogue in Almaty, signaling scope for long-term offtake deals and corridor alignment via the International North–South Transport Corridor (INSTC) (source: The Economic Times). Kazakhstan and Kyrgyzstan being members of the Eurasian Economic Union shapes tariff and transit dynamics that Indian exporters and importers must price into logistics and contract structures (source: @godbole17 on X). Given Kazakhstan’s historic share of global BTC mining hash rate, shifts in regional energy reliability and cross-border routes can influence miner operating costs and hash distribution that crypto traders track for network security and difficulty trends (source: Cambridge Bitcoin Electricity Consumption Index, Cambridge Judge Business School). To capture upside while hedging geopolitical cyclicality, @godbole17 recommends India accelerate the INSTC, deepen non-resource economic links, expand human capital and digital-tech cooperation, and secure long-duration energy contracts to stand out as a patient, reliable partner (source: @godbole17 on X).

According to @godbole17, USDJPY is under pressure after an unexpected hawkish take by the BOJ. Source: @godbole17 on X, Dec 1, 2025. He argues the current yen strength could be a trap because rates cannot rise much further without risking a fiscal crisis, implying continued yen weakness. Source: @godbole17 on X, Dec 1, 2025. From a technical perspective, he notes today’s USDJPY pullback may be part of a breakout-and-retest setup. Source: @godbole17 on X, Dec 1, 2025.

According to @godbole17, Bitcoin’s monthly MACD has flipped negative and moved below the zero line, a condition he notes has historically aligned with BTC bear-market phases. Source: @godbole17 on X, Dec 1, 2025. A sub-zero MACD denotes dominant bearish momentum on higher timeframes and can persist for extended periods before reversing, which traders treat as a risk-off regime. Source: Investopedia MACD explainer. During sub-zero regimes, rallies toward the MACD signal line are often sold and trend-following approaches favor reducing long exposure until a decisive recapture of the zero line confirms momentum reversal. Source: StockCharts ChartSchool on MACD and John J. Murphy, Technical Analysis of the Financial Markets.

According to @godbole17, there was no mention of Taiwan even as President Donald Trump approved his first arms sales package to Taiwan, which he interprets as signaling continued support (source: @godbole17 on X, Nov 25, 2025). He also warns that if the U.S. becomes the downward-trending pole or a US-China G2 emerges, this support could quickly wane, with similar concerns applying to India (source: @godbole17 on X, Nov 25, 2025). For traders, the post highlights a live geopolitical risk factor around Taiwan and India exposures that can affect positioning and headline-driven volatility across related assets and FX (source: @godbole17 on X, Nov 25, 2025).

According to @godbole17, the one-year call-put skew remains biased toward puts, highlighting continued preference for downside protection in long-dated options markets (source: @godbole17 on X, Nov 25, 2025). In options markets, a put-biased skew means implied volatility for puts is higher than for calls of the same maturity, indicating stronger demand for hedges against downside moves (source: Cboe Options Institute; CFA Institute). For trading, a persistent long-dated put-skew typically supports risk-management structures such as protective puts or collars and can inform volatility-relative trades that sell richer put IV versus call IV with appropriate risk controls (source: Cboe Options Institute; CFA Institute).

According to @godbole17, Bitcoin (BTC) is at a make-or-break support level today (Nov 25, 2025), marking a decisive area for near-term direction (source: @godbole17). According to @godbole17, the post highlights this support as a decision point that will define BTC’s immediate market structure depending on whether it holds or breaks (source: @godbole17).

According to @godbole17, a post on X alleges multiple rail sabotage attempts in India over the past three to four years and links to a Kyiv Independent post for context. Source: @godbole17 on X (Nov 24, 2025); Kyiv Independent link included in the post. The cited post does not include official confirmation, quantitative data, or timing details, so the claim is unverified based on the materials provided. Source: @godbole17 on X. From a trading perspective, given only a single, uncorroborated social post, there is no verified, actionable catalyst identified for Indian railway equities, INR, or crypto risk sentiment (BTC, ETH) at this time. Source: @godbole17 on X.

According to @godbole17, Kaspa’s BlockDAG enables parallel and concurrent processing of multiple blocks and transactions, increasing network throughput and on-chain speed for KAS. Source: @godbole17 on X (Nov 24, 2025) https://twitter.com/godbole17/status/1992956190003998919. The performance figures referenced come from @kaspaunchained and provide datapoints traders can monitor to evaluate network capacity during high activity. Source: @kaspaunchained on X https://x.com/kaspaunchained/status/1992884239067398554.

According to @godbole17, India’s counterterrorism doctrine has been redefined but Pakistan will adapt by routing operations via third countries such as Afghanistan, Bangladesh, or Turkey, sustaining cross-border risk for India, source: Omkar Godbole on X, Nov 22, 2025. He likens this adaptation to the U.S.-China tariff episode where trade rerouted to third countries to circumvent duties, a diversion documented in official data, source: UNCTAD Trade and Development analysis 2019. For traders, previous India-Pakistan escalations in Feb 2019 coincided with a weaker rupee, equity drawdowns, and a spike in India VIX, highlighting sensitivity of Indian assets to security shocks, source: Reuters market report Feb 27, 2019; NSE India VIX data. In crypto, macro risk shocks have increasingly moved BTC and ETH in tandem with equities since 2020, implying potential near-term downside correlation if regional risk aversion rises, source: IMF Blog Crypto Prices Move More in Sync With Stocks, Jan 2022. Key monitors include USDINR spot and options-implied volatility plus India VIX to gauge stress, with USDINR data from the Reserve Bank of India and volatility metrics from the National Stock Exchange, source: RBI data; NSE India VIX.

According to @godbole17, the U.S. 10-year Treasury yield is up about 25 bps since the Federal Reserve began cutting rates in September last year, remaining firm despite market hopes for deeper easing. Source: https://twitter.com/godbole17/status/1991788508193939827 Elevated long-end yields tighten financial conditions by raising borrowing costs, a setup that typically pressures risk assets, including crypto. Source: https://www.chicagofed.org/research/financial-conditions-index Crypto assets have shown stronger comovement with equities and global financial conditions since 2020, increasing sensitivity to rate and liquidity dynamics that stem from higher Treasury yields. Source: https://www.imf.org/en/Publications/GFSR/Issues/2022/10/11/global-financial-stability-report-october-2022 Traders should monitor the 10-year yield trend as a key macro driver for BTC and ETH performance during periods of sticky rates and constrained liquidity. Source: https://www.imf.org/en/Publications/GFSR/Issues/2022/10/11/global-financial-stability-report-october-2022

According to @godbole17, BTC is crashing, with a linked thread explaining the reasons behind the sell-off for traders to review. Source: https://x.com/godbole17/status/1991666846194626679; https://x.com/godbole17/status/1984122945237872782

According to @godbole17, crypto’s intense fixation on USD liquidity and the Federal Reserve underscores the need to base trade setups on macro liquidity signals rather than narratives, source: @godbole17 on X, Nov 20, 2025. Traders can operationalize this by tracking net liquidity proxies including the Federal Reserve balance sheet (H.4.1), the Treasury General Account (TGA), and the Overnight Reverse Repo Facility (ON RRP), which together reflect dollar availability to markets, source: Board of Governors of the Federal Reserve System H.4.1; U.S. Department of the Treasury Daily Treasury Statement; Federal Reserve Bank of New York Open Market Operations data. Policy expectations that drive risk appetite can be monitored via fed funds futures and CME FedWatch to gauge the market-implied path of rates, supporting timing for crypto entries and hedges, source: CME Group Fed Funds Futures; CME FedWatch Tool. Augment macro reads with crypto-native liquidity gauges such as stablecoin net issuance, perpetual futures funding rates, and open interest to assess directional pressure and potential liquidation risk, source: Coin Metrics network data; Glassnode Insights; Deribit and Binance derivatives market data. For trade management, align position sizing and leverage with changes in these liquidity indicators around FOMC communications and weekly balance-sheet updates to reduce volatility shocks, source: Federal Reserve Board FOMC calendar; Board of Governors of the Federal Reserve System H.4.1 release schedule.

According to @godbole17, BTC was hit by a sudden sell-off after charts had flashed clear warnings in advance, suggesting pre-move risk signals were visible to technical traders. Source: @godbole17 on X https://twitter.com/godbole17/status/1990433675285073943 He added that these warning charts were shared in a trading group prior to the move, emphasizing the trading relevance of monitoring chart-based signals before volatility spikes. Source: @godbole17 on X https://twitter.com/godbole17/status/1990433675285073943

According to @godbole17, Sweden stocks look toppy, signaling potential near-term exhaustion risk for Sweden equities (source: @godbole17 on X, Nov 17, 2025). With no specific price levels or indicators provided, short-term traders may tighten risk on Sweden exposure and watch for reversal patterns during European trading hours for better trade timing (source: @godbole17 on X, Nov 17, 2025). For crypto, desks may monitor BTC and ETH for intraday volatility if a risk-off tone emerges around this headline (source: @godbole17 on X, Nov 17, 2025).

According to @godbole17, a short ZEC against long ETH pair trade is favored, indicating an expectation that ZEC will underperform ETH on a relative basis in the ZEC/ETH cross, source: @godbole17 on X, Nov 17, 2025. He also clarified that this comment is not investment or trading advice, source: @godbole17 on X, Nov 17, 2025.

According to @godbole17, Leap Therapeutics announced a $50 million purchase of Zcash (ZEC), with the post referencing on-chain researcher @ad1_onchain as the source; source: @godbole17 on X. Given the potentially market-moving nature of this claim, traders should treat it as unconfirmed until corroborated by official company communications or filings and monitor ZEC spot volumes, order-book depth, and derivatives funding for reaction while managing position size accordingly; source: @godbole17 on X.

According to @godbole17, BTC shows a change of character in price action, signaling a shift in market structure that traders should note (source: @godbole17 on X, Nov 11, 2025). The alert implies a reassessment of short-term trend bias and risk parameters around recent swing levels, per his technical view (source: @godbole17 on X, Nov 11, 2025). No specific price levels were shared in the post, but the focus is on a structural regime change rather than a single candle move (source: @godbole17 on X, Nov 11, 2025).

According to Omkar Godbole, the proposed tariff-funded payment plan is unlikely to pass the U.S. Congress, limiting the probability of a near-term fiscal boost to risk assets, source: Omkar Godbole (@godbole17) on X, Nov 10, 2025. Godbole states total payments would likely exceed tariff revenues, implying a funding gap rather than additive stimulus that could support equities or crypto, source: Omkar Godbole (@godbole17) on X, Nov 10, 2025. He adds that elevated inflation would push most recipients toward savings, with only small flows into NVDA, gold, and eventually BTC, and he advises to ignore DOGE, source: Omkar Godbole (@godbole17) on X, Nov 10, 2025.

According to @godbole17, a 2021-style altseason is unlikely because today’s macro regime is fiscal dominance with high policy rates, no QE, and targeted, debt-funded government capex that does not create broad monetary liquidity, limiting spillover into speculative altcoins. Source: @godbole17 on X, Oct 23, 2025. He adds that market performance should be dispersed, with store-of-value assets like Bitcoin (BTC) and gold doing better, stablecoins acting as an escape valve amid capital controls, and only altcoins directly tied to fiscal beneficiaries potentially outperforming; a return to aggressive central-bank easing would be needed for a broad altseason. Source: @godbole17 on X, Oct 23, 2025.

According to @godbole17, a sharp risk-off event could see the combined market cap of USDT and USDC surpass ETH or even BTC as capital rotates into stablecoins, a scenario with bearish implications for spot crypto and high-beta altcoins. Source: X post by @godbole17 on Oct 19, 2025. Traders can track stablecoin dominance and the market cap share of USDT and USDC versus BTC and ETH to confirm any shift toward risk-off positioning and adjust exposure by increasing cash allocations, trimming altcoin beta, and tightening stops if dominance accelerates. Source: X post by @godbole17 on Oct 19, 2025. Key tactical checks include a rising stablecoin dominance index, increases in USDT and USDC market cap, and weakening relative performance in BTC and ETH, which would align with the author’s risk-off framework. Source: X post by @godbole17 on Oct 19, 2025.