This week Imran and David host guest Sid Powell (Maple Finance co-Founder) to discuss the disconnect between crypto prices and the growth in activity and positive trajectory in the space regarding infrastructure build and regulatory clarity.
Topics discussed include: Borrowing demand shifted from basis trade compression to reserve/OTC/yield strategies; inflows post-crash ($150M stablecoins) show yield hunger. TradFi interest surges (tokenized private credit/RWAs); quantum threat dampens retail/RIA adoption but solvable long-term. Outlook: constructive medium-term (Fed dovish shift + AI capex rationalization likely), but short-term chop/de-risk probable. Tokenization + institutional flows key catalysts; ETH benefits from credit/DeFi dominance.
The following topics is covered:
00:00 – Introduction
00:47 – Todays Special Guest: Sid Powell from Maple Finance
02:33 – Maple Finance & Institutional Lending Model
05:09 – Borrowing Demand & The Basis Trade
07:46 – Bitcoin Selloff, Margin Calls & Deleveraging
09:22 – Yield Demand & Stablecoin Inflows
10:12 – Macro Outlook: Fed, Liquidity & AI Rotation
12:28 – Volatility, Skew & Retesting the Lows
14:07 – Ethereum & Altcoins
17:06 – Institutional Privacy & On-Chain Adoption
19:29 – Industry Sentiment vs Price Action
22:03 – Regulation & The Clarity Act
24:12 – Bitcoin as Digital Gold & Quantum Risk
26:42 – Digital Asset Treasuries (DATs)
30:47 – Quantum Threat & Satoshi Overhang
33:14 – IPOs, Stablecoin & Adoption
35:41 – Adoption vs Price Action
36:45 – 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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