Crypto markets surge with gold as Bitcoin hits a new high near 126K, driven by a US government shutdown and tariff-funded stimulus talks fueling the debasement trade.
Hosts Imran Lakha (Options Insight) and David Brickell (FRNT), with guest Oleksandr Proskurin (Arkis), note low volatility, with funding rates and call skew stable, indicating institutional-driven spot buying, not speculative futures led frenzy. Record $6B weekly ETF inflows signal maturing markets, with Solana’s low 70-80 vol and potential ETF approval suggesting upside to $250+. Arkis’s DeFi prime brokerage bridges on-chain and centralized finance, offering portfolio margin and KYC-compliant lending. Macro tailwinds—global rate cuts, rising liquidity, and Japan’s bond market pressures—support Bitcoin’s role as a hedge against fiat debasement.
The following topics is covered:
00:00 – Introduction
00:46 – Macro Overview & The Debasement Trade
05:15 – Debasement Trends & Gold’s Performance
08:20 – Today’s Special Guest: Oleksandr Proskurin from Arkis
13:09 – Institutional Approach for DeFi
16:02 – Borrow Rate Discrepancies: DeFi vs. CeFi
18:48 – Incentives for Entering DeFi
21:35 – Concerns About TradFi Entering the DeFi Space
24:08 – Regulatory Shifts in Crypto & Signs of Maturity
31:20 – Evaluating Imran’s Trades & No Signs of Euphoria Yet?
35:33 – Institutional Adoption of Ethereum and Solana
38:56 – Key Fundamentals Driving the Bull Market
40:09 – Using Crypto Options to Hedge Downside Risk
43:37 – 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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