Crypto markets stay choppy over the summer, with disappointing jobs data sparking dips that get quickly bought as rate markets eye a September Fed cut.
Ethereum surges toward all-time highs, fueled by the Genius Act’s stablecoin boost and massive ETF inflows. Hosts Imran Lakha (Options Insight) and David Brickell (FRNT) analyze Bitcoin’s quick recovery, Ethereum’s dominance breakout, and the supply-demand dynamics driving alt season. They highlight Bitcoin and ETH treasury adoption, yield strategies, and a resilient macro backdrop of disinflation and global liquidity support.
The following topics is covered:
00:00 – Introduction
00:39 – Crypto Market Overview: Ethereum Headed to New Highs?
05:20 – Imran’s Short Volatility Update on Bitcoin & Ethereum
06:49 – Short Volatility update by Imran on Bitcoin and Ethereum
08:36 – Imran on a Major Current ETH Options Trade
10:49 – Tariffs, Macro Data & Rate Cuts Incoming?
14:45 – Stagflation: Growing Economic Concerns
16:11 – Gold’s Poor Performance in Recent Weeks
17:41 – Powell’s Position at the Fed and Policy Outlook
21:19 – Liquidity Needs a Home: Bitcoin Positioned for Passive Index Flows
22:39 – Palantir: The Most Overvalued Stock?
23:34 – Global M2 Rising with Rate Cuts Ahead: Will the Train Keep Moving?
25:20 – Crypto Bullishness: Even 401(k)s Can Now Invest in Crypto
28:38 – Closing Thoughts
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Disclaimer: The content presented on Crypto Options Unplugged is not intended as investment advice. Always conduct your own research.
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