Episode 43: Bitcoin Dominates Again With 100k Within Sight

In this week’s podcast, Imran Lakha and David Brickell catch up with Edd Carton, Managing Director at Aurel Partners.

Edd has been in the crypto space for 13 years and has had a front-row seat to the evolution towards mainstream institutional adoption. They discuss the evident demand shock going on in Bitcoin and how well recent gains have been holding above the 90k level. Edd also reflects on what a massive year it has been for crypto in terms of regulation and less stigma for real money players to allocate in the space. Imran points out the options flows over the last week including more big-size buying of Mar 2025 call spreads. Finally, they debate whether listing IBIT options on US exchanges will materially change the flow dynamics with US retail investors able to participate.

The following topics is covered:

0:00 – Introduction
1:03 – Brief Crypto Market Overview
3:49 – Institutions & Hedge Funds Embracing Bitcoin?
5:35 – Guest Introduction: Edd Carton, Managing Director at Aurel Partners
7:25 – Cryptocurrency in the Early Days and the Value of Bitcoin
10:17 – Trust & Value of Fiat Money vs. Bitcoin
14:46 – Preserving Wealth Amid Fiat Currency’s Declining Value
17:01 – This Year’s Bitcoin Catalysts and What’s Next?
19:47 – Thoughts on the Launch of IBIT ETF Options
25:06 – Insights on Ethereum and Its Price Performance
30:46 – Current Phase of the Bitcoin Bull Market
32:26 – Volatility Analysis by Imran & Current Hedging Strategies
34:20 – Current Macro Economic Overview by David
36:48 – Closing Thoughts