Bitcoin struggles to break out, stuck in a range as volatility hits holiday lows, with tariff uncertainties creating headwinds but institutional dip-buying supporting prices.
Hosts Imran Lakha (Options Insight) and David Brickell (FRNT), joined by James Van Straten (CoinDesk), analyze Bitcoin’s resilience above 100K, driven by treasury adoption and steady demand. Despite profit-taking, the macro backdrop remains bullish with easing geopolitics and potential Fed rate cuts. They explore MicroStrategy’s dominance, stablecoin growth, and AI’s looming economic impact, signaling a slow grind higher for crypto.
The following topics is covered:
00:00 – Introduction
01:20 – Bitcoin Holding $100K: Institutions vs Retail & Suppressed Vol
05:50 – MicroStrategy, Bitcoin Treasuries & Fixed Income Plays
11:40 – ETF Access, Regulatory Arbitrage & UK’s Bitcoin Dilemma
16:10 – Generating Yield on BTC: Treasury Strategy & Options
20:50 – Liquidity, Repo Risks & Treasury QE 2.0
25:30 – Debt Spiral, Big Beautiful Bill & The Managed Dollar
31:30 – Alts Lag Behind: Dominance, ETFs & Stablecoin Story
35:00 – AI, UBI & The Jobless Future: Bitcoin as the Hedge
41:30 – Volatility, Confidence & The Waiting Game
44:50 – Closing 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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