Episode 45: Could The Collapse In Bitcoin Dominance Mark The Start Of ALT Season?

In this week’s podcast, Imran Lakha is joined by stand-in co-host Jamie Knowles, Chief Commerical Officer at DS3 Crypto.

Jamie gives insight into some of the discussions that he’s been having with corporates about holding Bitcoin on their treasury and jokes that he might be one of the few people who is even more bullish than our very own David Brickell. Imran also caught up with hedge fund founder Seattle Smith of Baus Capital. They discuss Seattle’s trading style how he tries to capture alpha from the crypto markets trading Delta 1 and what his outlook is for markets into 2025. The key takeaway from both guests is that institutional adoption is ramping up fast and this bull market may still have a long way to run.

The following topics is covered:

0:00 – Introduction
0:41 – New Co-Host Introduction: Jamie Knowles (CCO, DS3 Crypto)
4:48 – A Pivotal Year for Crypto: Even More Bullish Than David?
7:36 – December Options Expiry: Key Insights & Upcoming Catalysts
11:10 – Bitcoin’s Peak: Q2 Top or Extended Rally?
12:26 – Key Bullish Indicators for the Crypto Market
13:54 – Special Guest This Week: Seattle Smith of Baus Capital
20:24 – Quantitative Crypto Strategies by Baus Capital
22:00 – Seattle’s Crypto Market Outlook
23:40 – Bitcoin Price Predictions & Insights on MSTR Stock
28:17 – Ethereum vs. Bitcoin: Performance Analysis
31:02 – Hedge Fund Demands: Did the Floodgates Open After Trump’s Inauguration?
32:36 – Best Opportunities in Altcoins Right Now
37:32 – Funding Rate Arbitrage: A Strategic Overview
41:10 – Key Takeaways from Seattle’s Call & Hedge Fund Strategies
43:47 – Bitcoin as a Balance Sheet Asset
48:30 – Closing Thoughts by Imran and Jamie