The Crypto Rundown 310: COIN Hysteria, Jane Street Algos, and Bitcoin Conspiracies

Is Bitcoin being suppressed by institutional algorithms? This week on The Crypto Rundown, Mark Longo and Bill Olivar of Cenacle Capital Management dive into the "Jane Street Conspiracy" taking Crypto Twitter by storm. We analyze the allegations of 10:00 AM sell-clocks and whether authorized participants (APs) actually have the power to manipulate BTC price action.

In this episode, we break down:

• The Bitcoin Breakdown: BTC nears $69k despite geopolitical madness in the Middle East.

• The Jane Street "Smoking Gun": Is it a tinfoil hat theory or a predictable market-making reality?

• COIN & USDC Hysteria: Why Coinbase (COIN) is decoupling from the broader market and surging toward $100.

• SEC Shift: The significance of Chainlink's (LINK) former counsel joining the SEC's crypto task force in February 2026.

• Derivatives Check: Analyzing the massive 1 million contract A DV in IBIT options and the shift in volatility skew.

Connect with us:

• 🌐 Data provided by: intelligence.amberdata.com

• 🏛️ Guest: Bill Olivar, Cenacle Capital Management

• 📱 Join the Pro Q&A: theoptionsinsider.com/pro

Host Mark Longo returns to wrap up a fascinating trading day where macro trends took center stage, but the "Golden Sweeps" revealed massive institutional moves. While single-name volume was slightly muted, the tape was lit up by defense sector newcomers and the usual heavyweight suspects.

In this episode, Mark breaks down:

• The Golden Sweep Scan: A deep dive into multi-exchange sweep orders over $1M, including high-conviction plays in MongoDB (MDB), Taiwan Semi (TSM), and the massive contract volume in IBIT.

• Defense Sector Alert: Why newcomer Anduril (ONDS) and Palantir (PLTR) are seeing a surge in call activity as defense stocks light up the tape.

• The Top 10 Countdown: Nvidia (NVDA): Still the undisputed #1 with 3.5M contracts—did the 185 calls leave buyers out in the cold?

  • Meta (META): A look at the 645 weeklies and why the intraday high teased a massive payout that didn't quite hold.

  • Netflix (NFLX): Chasing the "Par" strike as the post-deal momentum continues.

  • Tesla (TSLA): Analyzing the heavy volume in the 400-strike puts.

• Tech Check: Brief looks at Microsoft (MSFT), Apple (AAPL), and Amazon (AMZN).

Visit TheHotOptionsReport.com to run your own Golden Sweep or Retail Giant scans and get the data behind the trades.

Despite a weekend filled with geopolitical turmoil and the outbreak of open war in the Middle East, the markets opened Monday with a surprising amount of resilience. Join Mark Longo, "Uncle" Mike Tosaw, and Andrew "The Rock Lobster" Giovinazzi as they break down the "weekend risk" playbook and why the "fade the vol spike" strategy is winning the day.

In this episode, the panel discusses:

• The Trading Block: A look at the S&P, NASDAQ, and VIX. Why did the market go from red to green so quickly? Plus, a deep dive into the massive call activity in VIX and SPY.

• The Odd Block: Unusual activity in Nokia (NOK) and the "luxury pawn shop" The RealReal (REAL). Is someone betting on a major tech resurgence?

• Strategy Block: Uncle Mike breaks down the nuances of Delta weighting with Covered Calls. Learn how to capture premium without capping all your upside.

• Around the Block: Predictions for the week ahead, including earnings to watch: Best Buy, Target, Costco, and the volatile ASKS Space Mobile.

Plus: A special "80s Trivia Challenge" featuring a heated debate over the greatest tag team of all time and breaking WWE Hall of Fame news!

Puts Everywhere: Inside the 0DTE Index Scan & Nvidia's Earnings Aftershocks

The options market didn't just walk into the weekend; it sprinted. On this Friday, February 27, 2026, edition of The Hot Options Report, Mark Longo breaks down a "blood red" session where heavy hitters like NVIDIA (NVDA), Tesla (TSLA), and Netflix (NFLX) dominated the tape with massive volume.

We dive deep into the Hot Options Scan of the Day, focusing on 0DTE (Zero Days to Expiration) index trades in the SPX and Nasdaq. With over $50,000 in premium hitting single lines, find out where the "smart money" was hedging as the market faced significant downward pressure.

Inside this episode:

• The Big Three: Why NVIDIA took the #1 spot with a staggering 5.51 million contracts.

• The Netflix Rebound: How walking away from the Warner Brothers Discovery (WBD) deal sent NFLX shares—and call options—soaring.

• Retail & Tech Hits: Analysis of the heavy selling in Apple (AAPL), Microsoft (MSFT), and the massive 18% slide in Core Weave.

• SoFi & Palantir: Is the sell-off overdone? We look at the "cheap swings" paper is taking on March upside.

Check out the tools mentioned in the show: Visit TheHotOptionsReport.com to explore the 0DTE Trade Scan, the Front Runner Scan, and the Retail Giant badges.

Tech wreckage is cutting the knees off the market, and the volatility panel is seeing red. This week, Mark Longo, Mark Sebastian, and Russell Rhoads dive into why the VIX is firming up despite the market sitting near all-time highs.

Topics Breakdown:

• The Inflation Ghost: Why hotter inflation data is spooking the vol curve and keeping VIX above 20.

• The March 35 Calls: Why is this strike dominating the tape every single day?

• UVIX Management: A deep dive into "The Riddle of UVIX." We workshop how to use covered calls to offset decay without capping your "catastrophe hedge" upside.

• Election Vol: The November VIX cycle has entered the chat. Is it too early to hedge the midterms?

• Institutional Skullduggery: Discussing the Jane Street/Bitcoin lawsuit and the "Goldman Sachs fist punch" in financials.

Visit https:// tastytrade.com/podcasts to see their latest offers.

On this episode of This Week in Futures Options, Mark Longo and Carley Garner of DeCarley Trading dive into a turbulent week across the CME Group complex. From the post-Nvidia "bloodletting" in the equities to the persistent volatility in the energy pits, they break down the moves that matter.

• The Movers & Shakers: A heavy tilt toward the "light side" with metals dominating the leaderboard. Why silver and platinum are lighting up the tape while the "Widowmaker" Nat Gas slides.

• Equities: Analyzing the post-earnings Nvidia hangover. Is the market rotation finally here, and what's behind the massive hunt for yield in the Nasdaq?

• Energy: Getting "Crude" with WTI. Carley explains why the Middle East tension is priced in, but the real story might be coming from Venezuela. Plus, a look at those tempting (and cheap) downside puts.

• Metals: Why speculators are suddenly "getting base" with Copper. Is Copper the next big meme trade, or is it just a classic boom-and-bust cycle?

The markets are seeing red this Thursday as the "Mag 10" takes a hit. On this episode of The Option Block, Mark Longo is joined by Henry Schwartz from Cboe and Mike Tosaw from St. Charles Wealth Management to break down the carnage following NVIDIA's earnings—where even a stellar quarter wasn't enough to satisfy the bulls.

The team explores unusual activity in some unexpected names, including a "blast from the past" tech giant and a newcomer in the "Robot as a Service" space.

On the Docket:

• The Trading Block: NVIDIA's worst day in nearly a year. Henry Schwartz breaks down the VIX decomposition and S&P 500 skew, while Mike Tosaw looks at the "flight to safety" in Treasuries (TLT/IEF).

• The Odd Block: Why is there massive call paper in Blackberry (BB)? Plus, a look at the wild volume in Rich Tech Robotics (RRTX).

• Mail Block: The panel debates how to approach earnings season. Do you sell juice, buy juice, or avoid it altogether?

• Around the Block: What to watch for the rest of the week, from PPI data to macro geopolitical tensions in Iran.

It's a "Wild Thursday" on the Hot Options Report as Mark Longo breaks down a high-velocity day in the options market. Following the highly anticipated Nvidia earnings, the tape is lighting up with massive volume, but not everyone is finding a pot of gold at the end of the rainbow. We dive into why Nvidia's "worst single day since the tariff meltdown" sent premium to the graveyard and which names are dominating the Front Runner Badge today.

On Today's Report:

• The Scan of the Day: A deep dive into the Front Runner Badge, highlighting symbols where 70% or more of the volume is concentrated in the next seven days.

• The Top 10 Countdown: We track over 6 million contracts in Nvidia (NVDA), plus heavy action in Tesla (TSLA), Microsoft (MSFT), and a massive "token dividend play" in Barrick Gold (GOLD).

• The Netflix Surprise: How one trader might have sniffed out the deal drama before the stock popped in the after-hours.

• The Retail Favorites: Updates on ChargePoint (CHPT), JetBlue (JBLU), and the ever-active Palantir (PLTR).

Whether you're tracking the "Par Calls" or looking for the next scan, get the data you need to stay ahead of the tape.

Run your own scans at: HotOptionsReport.com

Get more Pro insights at: TheOptionsInsider.com/Pro