Episode 23: Crypto markets test range lows but options flows remain bullish

In this week’s podcast, Imran Lakha and David Brickell discuss the recent drop in crypto prices and whether or not the short-term bottom is in yet.

David cautions against the impact China maybe having in crypto markets but overall feels that the Mnt. Gox distribution is priced in. Imran catches up with Andrew from Thinking Greeks to get his thoughts on crypto vol and the best opportunities to play in options right now.

The following topics is covered:

0:00 – Introduction
0:45 – Giveaway winner announcement
1:11 – Crypto market overview and BTC miners
3:50 – Mt. Gox
6:32 – China’s impact on crypto & Fed’s strategy on a rate cut
10:46 – A long-duration asset and BTC vs Nvidia
13:01 – China’s currency depeg & what if the FED devalue?
16:59 – Are the lows in? Stacks sats and chill
18:43 – Imran catches up with Andrew from Thinking Greeks
23:40 – Andrew’s perspective on current market directions
26:26 – Expectations of Eth ETF & Eth Vol
27:32 – Andrew’s current strategy
29:25 – Altcoins & Hedging with options
36:55 – Short-term trade ideas from Andrew
42:37 – Thoughts on Andrew’s view & Hedging
47:05 – Key takeaways