Crypto markets surge as geopolitical tensions ease, stablecoin regulations advance, and Fed speakers hint at July rate cuts, pushing Bitcoin toward new highs.
Hosts Imran Lakha (Options Insight) and Dave Brickell(FRNT), joined by Nate Cox and Conrad Carvalho (Two Prime), explore Bitcoin’s consolidation, low volatility, and Ethereum’s persistent high-vol premium. From Two Prime’s yield strategies for institutional Bitcoin holders to concerns over MicroStrategy copycats, this episode dives into macro tailwinds, corporate treasury trends, and stablecoin dynamics.
The following topics is covered:
00:00 – Introduction
00:46 – Special Guests: Conrad Carvalho & Nate Cox
04:01 – Trading Options in Crypto: Key Differences from TradFi
06:57 – How Volatility Led Nate to Go Full-Time into Crypto
10:28 – Arbitrage Between Bitcoin and Ethereum Volatility
15:32 – Will Volatility Increase as BTC Approaches Its Highs?
17:24 – Can a Narrative-Driven Rally Push Us to New All-Time Highs?
19:10 – Are Institutions Using Risk Reversal Hedging?
25:02 – Risks of Using Debt to Finance Bitcoin Purchases
31:48 – Thoughts on MicroStrategy’s Realized Vol Trade
33:59 – IBIT’s Impact on the Crypto Vol Market
36:24 – Conrad’s Current Outlook on Bitcoin & Will Ethereum Catch Up?
39:23 – Circle’s Post-IPO Price Action & Final Takeaways
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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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