In this podcast episode, Imran Lakha and David Brickell discuss the continuation of Bitcoin ETF inflows that has helped catalyse the 10% bounce in the last week.
David explains recent macro developments and why he holds the view that the Federal Reserve will cut rates in March , a move that will support crypto markets for the rest of the year. Imran questions whether ETH option dealer positioning will prove to be a resistance to strong gains in the near-term, as BTC once again leads the optimism in the space. They both still agree that ETH has the potential to vastly outperform Bitcoin this year, but short term option dynamics could be a headwind despite some analyst calling for an ETF approval by 23 May.
The following topics is covered:
0:00 – Introduction
0:50 – The squeeze
2:58 – Quarterly refunding announcement
4:35 – Quantitative tightening?
6:48 – Banks & Government bonds
11:51 – Crypto the ultimate inflation hedge?
15:02 – Bitcoin leads the way?
15:50 – ETH expectations
17:07 – BTC options flow
19:04 – ETH options flow
23:20 – Thoughts on the Option Flows
27:30 – What’s next?
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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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