In this week’s podcast, Imran Lakha and David Brickell talk about the surging crypto prices ahead of the April Bitcoin halving.
Despite profit-taking concerns, David remains bullish. Imran speculates on ETH’s continued outperformance, citing a potential spot ETF approval in the Summer, and mentions bullish options flows. The discussion concludes with Imran sharing preferred hedging structures for a prudent approach in the current overbought market.
The following topics is covered:
0:00 – Introduction
1:10 – Sad news from Imran
3:02 – Crypto on fire
5:40 – Mismatch in demand/supply
6:12 – MicroStrategy keeps buying
9:55 – More companies adding BTC to their balance sheet?
10:53 – Black Swan events
12:48 – US can’t default
14:50 – Longer-dated calls
16:10 – Fundamental and supply/demand dynamic is really strong
16:45 – Ethereum price action
17:30 – ETH vs Solana
20:38 – Volatility update
25:42 – Thoughts on the volatility
27:40 – Hedging strategies
30:50 – Short-dated call options exploded
31:40 – Macro thoughts
35:10 – What’s next for Bitcoin?
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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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