In this Christmas episode, Imran and David reflect on a frustrating 2025 for Bitcoin – despite gold/silver moves, ETF inflows and increasingly bullish macro and policy tailwinds.
The duo blame persistent whales selling and reflexive “4-year cycle top” concerns for capping the upside. The liquidity outlook is set to brighten in 2026 with the FED’s new T-bill purchases and SLR tweaks for banks to buy more duration. The financial suppression playbook should be fully engaged. They still expect another big debasement wave to hit next year, driving Bitcoin (and risk assets) higher once year-end funding squeezes fade.
The following topics is covered:
00:00 – Introduction
04:04 – Macro Trends & The Debasement Trade
08:18 – David’s Take on the Market
10:15 – QE And Fed Actions
15:07 – Adoption And Current Phase for Bitcoin
16:08 – Liquidity Outlook & Big Expiry Coming up
20:30 – Crypto Options Market Dynamics
24:49 – Relative Value of BTC and ETH & Volatility Trends
28:58 – AI’s Impact on the Labour Market
34:58 – Crypto Adoption & Regulatory Clarity
39:00 – Reflections & Highlights on 2025
40:09 – Closing Remarks & Happy Holidays
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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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