Episode 14: Crypto Vol smashed lower as risk assets bounce

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

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Disclaimer: The content presented on Crypto Options Unplugged is not intended as investment advice. Always conduct your own research.