Episode 20: Crypto Vol collapses but bullish ETH flows keep call skew elevated

In this week’s episode, apart from the usual macro, crypto, and volatility round-up, Imran catches up with Arbelos Capital Co-founder Shiliang Tang and trader Sean McNulty to discuss what trends they are seeing in the institutional crypto vol space.

It was an enlightening discussion with some very seasoned players in the market who have become one of the dominant market makers in crypto options.

The following topics is covered:

0:00 – Introduction 1:21 – Key economic events of last week 6:04 – Non-Farm-Payroll data trigger for new BTC highs? 8:47 – Imran catches up with Sean McNulty & Shiliang Tang from Arbelos Markets 15:21 – ETF impact on the vol markets? 16:36 – New institutional money a net seller of vol? 19:04 – What happens when the ETH flows come in? 20:03 – ETH/BTC ratio 22:02 – How to trade and hedge altcoins? 26:00 – The impact of Gamma positioning in crypto options 31:00 – Algorithmic trading 34:56 – Hedging flows 38:29 – Favorite yield-earning trades 42:34 – Thoughts on the insights from Sean and Shiliang 48:50 – Key takeaways & what’s next for BTC this week?

Listen via Apple Podcast or Spotify.

Don’t miss this podcast, stay tuned for more!

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