Episode 12: BTC Vol looks expensive heading into the halving
Deribit
In this week’s podcast, Imran Lakha and David Brickell analyze recent trends in crypto markets, including Ethereum’s recovery and the impending Bitcoin halving.
They discuss the impact of macroeconomic factors such as rising gold prices and international desires for lower US dollar values and interest rates. Additionally, they speculate on potential outcomes from Yellen’s meeting with Chinese officials and explore strategies for capitalizing on high, yet possibly declining, option volatilities.
The following topics is covered:
0:00 – Introduction 0:58 – Crypto market overview 3:23 – Macroeconomics 8:22 – CPI 11:39 – Geopolitics vs Bitcoin 16:20 – Volatility/Option flows update from Imran 20:30 – Thoughts on the volatility and option flows 22:48 – View on Bitcoin around the halving 24:00 – Ethereum update and key takeaways
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Disclaimer: The content presented on Crypto Options Unplugged is not intended as investment advice. Always conduct your own research.
