Episode 4: Powell Dashes March Rate Cut Hopes As Crypto Takes A Breather

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.