In this week’s podcast, Imran Lakha and David Brickell sit down with James Van Straten from Cryptoslate, a viewer favorite returning to the show.
They discuss the sharp rebound in crypto markets after last week’s turbulence and whether the bull run is back on. David still likes everything he sees from a macro standpoint but James thinks the real upside comes in Q4. Imran gives his rundown on crypto vol this week and reveals a couple of his favorite trade ideas right now to position for more Bitcoin dominance.
The following topics is covered:
0:00 – Introduction
0:56 – James Van Straten returns to the Show & Weekly Recap from David
4:36 – Going into a Mild recession? & Will the FED Cut?
6:08 – Challenges of Japan’s economy and global impact.
7:29 – Inflows on the Ethereum ETF and Price Action on BTC and ETH
9:41 – BTC, a topic of political debate & Trump’s speech
13:04 – High Macro Correlation on all Assets & Hedging on GeoPolitics?
14:19 – Risk off and Risk on Assets & Vol events
17:34 – Global economy weakens, What’s next?
21:12 – US Deficits and Consequences
23:02 – On-chain & Bitcoin mining update from James
27:02 – Post Cycle Halving Progress
28:00 – Short Vol Update from Imran & Trade Ideas
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.
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