Episode 36: Will "Uptober" Mark The Start Of Crypto's Q4 Rally?

In this week’s podcast, Imran Lakha and David Brickell ghost OTC trader Jake Ostrovosis from Wintermute. They discuss the recent China stimulus, which is set to add more liquidity to global markets and drive the next leg higher in crypto assets.

Jake sees potential for inflows coming after the U.S. election uncertainty has passed, which may delay the start of the Q4 rally. However, the launch of the IBIT ETF options makes him very bullish on the future of the crypto options market, which should attract new players for both speculation and hedging purposes.

The following topics is covered:

0:00 – Introduction
0:42 – Seasonality, Chinese Economy & Quarter End
4:26 – Special Guest: Jake Ostrovosis, Head of OTC Trading at Wintermute
6:46 – Delta Neutral Trades & Systematic Trading
11:08 – Bullish Flows on Ethereum
13:06 – Frontrunning the Election
15:04 – The Macro’s never looked better?
17:40 – Implied & Realized Movements for the Election
19:40 – Systematic Risk Reversals & Hedging Strategies
24:14 – Altcoin Volatility & Hedging Altcoins
26:25 – Growth of Crypto Options Market & Retail Coming?
30:10 – Closing Thoughts