In this podcast episode, Imran Lakha and David Brickell discuss the recent blowout non-farm payrolls data that has led to a shift in US rate cut expectations.
David explains how the regional banking crisis may be re-emerging due to the refinancing needs on commercial real estate loans and how it is likely to impact FED policy. Imran analyses the recent collapse in crypto volatility and identifies some trading opportunities to either play a Lunar New Year Bitcoin rally or ETH medium term upside.
The following topics is covered:
0:00 – Introduction
4:02 – Macro data
5:52 – Commercial real estate
7:50 – Chinese economy
13:00 – ETF flows
15:00 – Crypto bullish setup
15:32 – Ethereum expectations
17:13 – BTC & ETH volatility analysis
22:40 – Rolling of ETH calls
24:27 – Directional trade ideas
27:10 – The next VOL event
28:46 – Two favourite trades from Imran
31:45 – Final thoughts
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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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