In this week’s episode, we give you something a little different as price action has been somewhat muted in Cryptoland.
Imran and David gives their quick takes on macro and volatility but the bulk of the episode covers David’s interview with Meltem Demirors, Founder and General Partner at Crucible Capital. Meltem has a wealth of experience in the industry and has some great insights into where the future may be headed and how she is positioning her firm for the opportunities that lie ahead.
The following topics is covered:
0:00 – Introduction
0:54 – Market Overview & US macro data
4:18 – Why is Bitcoin not rallying?
7:01 – Trade Idea from the Last Episode worked out & Short Vol Update
8:41 – Special Guest: Meltem Demirors, Founder and GP at Crucible Capital
17:25 – How does Meltem structure its investment thesis?
29:18 – New Type of Commodity, How to Build the Digital Age?
33:20 – What does the Investing Environment look like?
41:40 – Current Outlook & Institutionalization or Volatility?
47:40 – The Direction for Bitcoin, a 10-Year Crypto Market Outlook
53:20 – Thoughts on the conversation with Meltem
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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