Episode 24: Crypto Markets Remain Heavy As The ETH ETF Launch Gets Pushed Back

In this week’s podcast, Imran Lakha and David Brickell host Johnny Fry, Head of Digital Asset Strategy at Clearbank.

They discuss how blockchain technology is changing the infrastructure across financial markets and improving efficiency and transparency. The strong use cases behind stable coins and tokenization are not going away, and Johnny explains how it is a matter of when and not if the entire financial system adopts this technology. On the macro front, David breaks down the recent wobble in markets in the context of quarter-end liquidity drain and Imran summarises what the option flows are indicating for the next few weeks.

The following topics is covered:

0:00 – Introduction
0:50 – Special guest: Jonny Fry from Clearbank
5:30 – Jonny’s role at Clearbank and the Future of Money
10:48 – Blockchain technology’s impact on Finance
12:22 – Blockchain benefits & improving the Efficiency
14:50 – Quarter-end effects on liquidity and Money Markets
16:40 – Progammable Money reduces Risk
18:05 – Fear on Central Bank Digital Currencies
20:42 – Future jobs & the role of Digital Assets
23:00 – Crypto Market Overview by David
28:16 – Big ETF’s inflow YTD but Market uncertainties
30:24 – Institutional money in Crypto
32:34 – Volatility update from Imran
35:07 – What’s next for Crypto?
36:57 – Closing words: Adoption and Tokenization of Money Market Funds