In this week’s podcast, Imran Lakha and David Brickell go over the recent meltdown in markets and what has triggered the unwind of the famous Yen carry trade.
David explains the macro implications and whilst there has been damage done to short-term positions, the consequence of recent turmoil is that it likely brings us closer to the FED turning on the liquidity taps again. Imran also catches up with John Kim and Beimnet Abebe from Galaxy Digital to discover what they’ve been seeing through the recent market madness.
The following topics is covered:
0:00 – Introduction
0:44 – Thoughts on Japan’s Macroeconomics and Last Week’s Crypto Market
5:02 – Macroeconomic Problems and Global Impact
9:46 – Is the Flush Out done yet? U.S. Economic Data and Vol Spikes
14:48 – Impact on Dollar-Yen, Lower Rates? & Liquidity comes back
18:37 – Hedging in place during this big surge in VOL?
23:23 – Special guests: John Kim and Beimnet Abebe from Galaxy Digital
29:02 – The development of the crypto landscape and Selling Vol
34:28 – Retail and institutional demand for Bitcoin ETF options
37:39 – Structured Products in Crypto
39:32 – Time to Buy the Dip in Crypto?
44:06 – Risk Assets on Pressure & Current Trade from Beimnet
49:52 – Key takeaways: Huge Spike in Minutes on BTC
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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