Episode 39: Is Crypto Still The "Trump Trade"?

In this week’s podcast, Imran Lakha and David Brickell sit down with Paul Howard, Senior Director at Wincent Investment Management.

Paul is an active market maker in Delta One products and is looking to expand into options. He gives his view on the famous crypto basis trade and his outlook into and after the US election. Imran lets viewers know how he is gearing up for a potential BTC rally after the election and how the shape of the volatility surface is providing opportunities for ALT-like returns.

The following topics is covered:

0:00 – Introduction
0:48 – Special Guest: Paul Howard, Senior Director at Wincent Investment Management
0:58 – Join the #DeribitGiveaway Hoodie Contest
1:26 – Macro & Market Update by David
4:28 – Paul’s Market View and his Background
7:05 – The Crypto Basis Trade & Wincent Services
12:27 – Gearing Up For The Elections & What Comes After?
16:52 – Surprising Option Flows This Week & Option Calendars
20:40 – No FOMO yet?, ETF Flows & Volatility
23:07 – Gold & Silver vs BTC: Price Movements & Market Trends
24:59 – China’s Macro Situation & Global Impact
28:27 – Bullish Sentiment in Crypto
32:08 – Altcoins-like returns with Crypto Options?
34:41 – IBIT Options & expectations on Solana and ETH
39:30 – Closing Thoughts