Episode 40: BTC Looks Ready To Take Out The Highs As US Election Looms

In this week’s podcast, Imran Lakha and David Brickell discuss the recent move up towards the highs in Bitcoin as the US Election is due next week and Trump’s odds are continuing to rise.

Imran points out that call skew is not getting as excited as we would normally see it on a potential breakout. David summarizes the incredible macro setup that has been taking shape nicely over recent months. Imran also got to catch up with Danil Zatalogin, CEO of YieldFort to get his view on the potential outcome next week and how it would impact crypto markets.

The following topics is covered:

0:00 – Introduction
0:58 – Winner of the Hoodie Giveaway @zpotatoes7923
1:51 – Market Update & The Trump Trade
3:37 – Mega-cap Tech Earnings, Bonds & The Reflation Trade
5:49 – Macro Update on China & Interest Rate Volatility
7:23 – Liquidity Outlook for Q4 and Q1 2025
9:52 – Crypto Options Market Projections
11:25 – Imran catches up Danil Zatalogin, CEO of YieldFort
12:45 – Yieldfort’s Services & Client Base
17:37 – Danil’s Options Strategies & Key Moments For Hedging
22:57 – Current Market Views From Danil
25:56 – Will Bitcoin Reach $100K This Year? Arguments for Its Potential
29:09 – Views On The Crypto Options Market
32:50 – Thoughts On The Conversation With Danil
35:43 – Performance Comparison: ETH vs. Bitcoin & Final Insights