In this week’s podcast, Imran Lakha and David Brickell sit down with Real Vision Founder and CEO Raoul Pal, and Michaël van de Poppe, Founder of EMN Group, also known as Crypto Michaël.
Unsurprisingly, there is a bullish consensus, but they also consider what could go wrong and what might be delaying the start of the rally that many are expecting, given recent positive macro developments such as Fed cuts and China’s stimulus.
They discuss the upcoming U.S. election and the wave of new money waiting to enter the market if a breakout is confirmed. Raoul points out that the price action is following last year almost perfectly and stresses that his infamous ‘Banana Zone’ is imminent.
Imran highlights that call options seem very cheap considering the potential upside the next 6 months could bring.
The following topics is covered:
0:00 – Introduction
0:44 – Special Guest: Raoul Pal, Founder & CEO of Real Vision
1:19 – Join the #DeribitGiveaway Hoodie Contest
1:52 – Why Isn’t Crypto Catching Up? Market Overview
4:17 – Are the Main Catalysts in Place for a Rally?
6:56 – Long-Dated Call Options & Vol Pricing Ahead of the Election
9:28 – Could David and Raoul Be Wrong About Their Bullish Thesis?
11:45 – Will Bitcoin Lead the Next Leg Up? ETH vs. Other Layer 1s
14:15 – ISM Index and Its Relation to Altseason
15:11 – Bitcoin as a Strategic Reserve Asset?
17:14 – US Dollar Debasement & Its Impact on Crypto
20:15 – Crypto vs. a Strong Dollar
25:11 – A Deflationary World: Inflation vs. Debasement
28:55 – Speculative Assets & Imran’s Skin Routine
32:00 – Special Guest: Michaël van de Poppe, Founder of EMN Group
33:24 – Uptober Rally & Cheap Options Explained
35:48 – Capital Flow: What’s Next for Crypto?
38:31 – Narrative Shifts: Macro Volatility and Retail Interest
41:38 – Meme Coins vs. Bitcoin Options
43:21 – Regulation vs. Speculation
45:22 – Meme Coins: Dogecoin and Elon Musk’s Influence
49:15 – Bullish Signals: What’s Next for This Cycle?
53:18 – Short Volatility Position & Vol Overview
55:35 – Key Bitcoin Price Levels to Watch
Listen via Apple Podcast or Spotify.
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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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