Crypto & precious metals crack lower over the weekend as markets digest Kevin Warsh’s nomination as Fed Chair (replacing Powell in May) — seen as hawkish on balance sheet reduction (smaller Fed footprint, less QE dependency, favoring productive credit over asset inflation), sparking knee-jerk risk-off despite his dovish lean on rates. Put skew explodes (front-end protection demand surges, calls dumped), vol spikes, signaling near-term chop/volatility ahead of major supports (BTC ~74K line in sand, ETH ~2,200). Guest Eric Saraniecki (Canton Network co-founder, Digital Asset) joins David discussing Canton built for institutional composability & privacy, targeting high-utility collateral (Treasuries, cash legs, FX), cash-on-ledger velocity, RWAs at scale.
The following topics is covered:
00:00 – Introduction
01:17 – Weekend Sell-Off Recap & BTC & ETH Key Levels
02:08 – Gold & Silver Unwind & Kevin Walsh as Fed Chair
14:38 – Options Market Insights
16:05 – Trade Ideas: Hedging, Puts & Risk Management
17:36 – Liquidity Tailwinds vs. Breakdown Risk
22:14 – ISM Surprise & Data US Economy
24:50 – Todays special guest: Eric Saraniecki, Cofounder of the Canton Network
25:45 – Eric’s Background: Early Bitcoin, Trading & Building Infrastructure
32:05 – What Canton Network Is Solving
34:07 – Privacy + Composability
40:32 – Coin-for-Bond Swap & Cross-App Transactions
41:15 – Tokenomics: Incentives, Fees Burned & Network Design
50:45 – Why Privacy Matters Now
55:26 – 2026 Plans: Scaling Tokenization & Adoption Path
1:00:21 – 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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