In this week’s podcast, Imran Lakha and David Brickell discuss the recent risk rally that has kicked off this week as geopolitical tensions abate with Iran not looking to counterattack Israel.
Cross-asset volatility spiked last week but is reverting quickly as Gold and Oil give back some of their gains. Interest rate vol also means reverting after a large spike and the path and speed of yields from here will be key in determining the next move in crypto. David sees the dollar as ripe for a dip and this should propel crypto back towards highs. Imran breaks down the key crypto option flows and explains why crypto skew is signaling a BTC led rally in the near term.
The following topics is covered:
0:00 – Introduction
1:07 – Market overview after the halving
5:02 – Extended bull market?
6:18 – Plan B
7:48 – US Dollar and yields
13:30 – This week’s macro, GDP, and PCE data
17:48 – Important events in crypto coming up
21:17 – Crypto volatility update with Imran
25:39 – Thoughts on the volatility update
27:26 – Interesting chart from Tony Stewart
30:03 – ETH Vol holding up quite well
32:02 – Update on Solana
35:04 – Key takeaways
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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