Crypto Options Unplugged

Episode 62: Bitcoin – Anchor In A Shifting Macro World?

Episode 62: Bitcoin – Anchor In A Shifting Macro World?

Markets face another wild week as tariff headlines spark volatility, front-end vols and put skew get crushed while Bitcoin rallies alongside a historic equity squeeze.

Host Dave Brickell (FRNT Financial) is joined by Kean Gilbert (Lido DAO) to unpack surging US yields, global de-risking, and Bitcoin’s growing stability. From Lido’s liquid staking revolution—now part of Deribit’s collateral pool—to a deep dive with Metis co-founder Elena Sinelnikova on AI’s role in building a decentralized, happy society, this episode explores crypto’s institutional future and blockchain’s synergy with AI.

The following topics is covered:

00:00 – Introduction 00:43 – Special Guest: Kean Gilbert & Latest Macro Insights by David 04:04 – Trump’s Tariff Pause & Uncertainty in markets 06:07 – Kean’s Journey into Crypto 07:13 – Lido DAO Explained and Lido Collateral on Deribit 09:41 – Custody Needs & Managing Risks for Institutions 11:35 – stEth’s role around the Ethereum ETF and Lido’s institutional focus 14:58 – stVaults Explained & Lido’s Core Focus 17:00 – Thoughts on Ethereum’s underperformance 20:11 – Exciting Institutional Trends in Crypto Staking 21:57 – Europe’s Regulatory Landscape & Getting Involved in Crypto Products 25:23 – David caught up with co-founder Elena Sinelnikova of Metis 28:41 – Metis Mission: What Sets It Apart from Other L2s? 34:17 – The Role of AI in the Crypto Ecosystem 41:14 – The Integrity of AI in Decision-Making 43:30 – AI as a Tool for Learning & Education 45:12 – Elena’s Key Focus & How to Apply It in a Business? 49:40 – Bias in Decision-Making: AI vs Human & AI Challenges 54:07 – The Long-Term Impact of AI on Society and Economies 59:29 – Closing Thoughts from David & Kean

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Disclaimer: The content presented on Crypto Options Unplugged is not intended as investment advice. Always conduct your own research.