Episode 38: Has The Bitcoin Breakout Begun?

In this week’s podcast, Imran Lakha and David Brickell follow up from last week’s very bullish discussion as BTC tries to break above key resistance at 66k.

David sees the recent China moves as reasons to stay bullish, along with Trump’s rising victory odds. Imran gives a quick summary on the moves in crypto vol space. David also catches up with Stephane Reverre, President of Sun Zu Labs who is building liquidity metrics for market makers and token issuers. Stephane gives his thoughts on the space as a whole and all the opportunities that exist due to the fragmentation of the market.

The following topics is covered:

0:00 – Introduction
0:58 – Winners of the Hoodie Giveaway contest!
1:10 – Did we trigger the Banana Zone? & Macro Developments
4:43 – China’s impulse is coming on to the Financial Markets
5:22 – Trump Odds & Polls and Kamala’s View on Crypto
8:50 – BTC’s price-action & Short Vol Update from Imran
11:58 – Is the Market Under Positioned into the Elections?
15:02 – Imran’s Crypto Positioning
16:33 – David catches up with Stephane Reverre, President of Sun Zu Labs
21:00 – TradFI Institutional Space vs The Crypto Sector
23:57 – Volatility, Options and Opportunities in Crypto
27:06 – Sun Zu Labs focus and challenges faced by its clients.
33:47 – Tips for Token Issuers from Stephane Reverre
40:17 – Stephan’s view on Liquidity in the Crypto Market
46:15 – Key Takeaways from Stephane
48:37 – Thoughts on the conversation & Closing Thoughts