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!