Crypto Options Unplugged

Join hosts Imran Lakha (Options Insight), David Brickell (FRNT Financial), and special guest Barnali Biswal (CEO, Hilbert Group) as they unpack the latest crypto market dip. With tariff uncertainty and stagflation fears spooking risk assets ahead of Trump’s Liberation Day, Bitcoin faces resistance and options markets flash put buying. But with liquidity set to rise in Q2 and the Fed laying groundw...

Join our host Imran Lakha from Options Insight for a lively panel debate on Bitcoin’s role in today’s markets. With Dave Brickell (FRNT Financial), Dennis Ehlert (Amina Bank), and Andrew Theodosiou (Talos), we dive into whether Bitcoin still serves as an inflation hedge or has morphed into just another high-beta risk asset tied to stocks. From currency debasement to stagflation risks, institutiona...

This week, Imran and David welcome back Stephane Ouellette, CEO of FRNT Financial, to unpack the recent wild ride in crypto markets since the US election last November. From Bitcoin’s long-term resilience at $82K—far above 2021 highs—to the game-changing U.S. strategic reserve, they dive into why the industry’s fundamentals are stronger than ever, despite short-term volatility. With macro shifts,...

In this week's episode, Imran and David drill into the macro factors affecting both stocks and crypto markets to understand whether the markets are reaching a near-term bottom. Tariff rhetoric is getting more hawkish and the FOMC next week will be key in determining if risk assets can have a material bounce. Technicals are looking shaky and Imran gives some key levels that he is monitoring. Da...

In this week's episode, Imran and David host a panel discussion between Michael Higgins (Hidden Road Partners), Tommy Doyle (FalconX) and Sean Lawrence (LTP) to explore the role of Prime Broking within the digital asset ecosystem. They discuss how the FTX, Celsius, and BlockFi blowups impacted the landscape and the challenges that prime brokers face relative to TradFi. They explain what is nec...

In this week's episode, Imran and David discuss the recent weakness in crypto markets after the huge ByBit hack last week. David explains the macro landscape as he sees it and argues that the broader picture is still very positive, especially for Bitcoin. Imran gives his take on the moves in vol and skew and what it says about the options market's assessment of recent volatility. David spe...

In this week's episode, David welcomes crypto OG Tara Mac Aulay into the studio. They discuss her journey in the industry from the early days of using Bitcoin as payment for medical supplies in Indonesia, to running one of the biggest market-neutral funds in crypto. Whilst David maintains a bullish outlook on account of the macro, Tara believes the market is underpricing the risk of a large li...

In this week's episode Imran and David discuss the latest tariff announcements and what impact they are having on crypto markets. David observes how BTC price action is becoming more immune to tariff threats than it was a week ago and how the broader drop in bond yields and the dollar may be providing support. Imran gives his usual vol update and also catches up with two seasoned prop traders...

In this week’s episode, Imran and David host a panel discussion with Brett Reeves (BitGo), Adam Groom (Copper), and Sophie Bowler (Zodia Custody) to explore why custody is becoming a pivotal factor in crypto’s evolution. They discuss the rise of institutional-grade custody solutions, the challenges of retail access, the specificities of the derivatives markets, the challenges retail access and shi...

In this week's episode Imran and David catch up with Alex Ryvkin, CEO and Founder of Rho Labs. Alex is building crypto's first rates derivatives platform and discusses some of the products that they are offering more sophisticated clients. David gives his take on the latest developments in crypto after Trump's executive orders looked to disappoint markets on the lack of strategic Bitco...

In this week's episode, Imran and David discuss the recent uptick across crypto markets as US yields backed off on softer inflation than expected last week, and a fresh wave of optimism was seen ahead of Donald Trump's Inauguration as President of the US. So far price action has been choppy around the event with no clear breakout and much of the weekend volatility was centered around the M...

In this week's episode, Imran and David discuss the recent strong macro data that has led to higher US yields and a bout of de-risking across asset markets. Crypto markets broke below key supports but have since recovered on optimism around the incoming Trump administration and what they announce next week. David remains resoundingly bullish and is looking through the latest bond market weakness a...

To kick off the new year, David caught up with Deribit CEO Luuk Strijers and Founder and CEO of Hashnote Leo Mizuhara. They had a lively discussion around the need for high-quality yield-earning collateral and explained why Deribit has partnered with Hashnote to offer institutional clients the best liquidity and attract more Tradfi-type accounts into the space. This is another example of the infra...

In this week's festive episode, Imran and David reflect on the incredible year we've had in crypto markets. They discuss the huge changes in regulation and pro-crypto stance from the new US administration that is driving enormous inflows into the space. Imran had the pleasure of catching up with Andrew Scott, CCO at QCP to gain some perspective from one of the biggest market makers in the crypto v...

This week Imran and David host Christian Gressel, Head of Sales and Business Development at Abex. Christian built his career in Tradfi on the electronic and algorithmic trading side at JP Morgan and UBS and made the transition into crypto a couple of years ago. They discuss the type of solutions that Abex is offering to institutional clients in terms of smarter execution and more sophisticated hed...

This week Imran is joined by stand-in co-host Jamie Knowles, Chief Commerical Officer at DS3 Crypto. Jamie gives insight into some of the discussions that he's been having with corporates about holding Bitcoin on their treasury and jokes that he might be one of the few people who is even more bullish than our very own David Brickell. Imran also caught up with hedge fund founder Seattle Smith of Ba...

This week Imran and David get a chance to catch up one-on-one and Imran gives a breakdown of the Microstrategy trade that has been fuelling recent Bitcoin strength as Micheal Saylor announced his recent purchase of more than $5Bn last week. David's macro outlook remains constructive after the appointment of Treasury Secretary Bessent which has led to a pullback in the dollar and US bond yields. Th...

This week Imran and David 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...

In this week's episode Imran and David dissect the explosive run-up in crypto assets as inflows come rushing into the space after the election result and more talk of the US accumulating Bitcoin in a strategic reserve. Their special guest this week is Olaf Ammermann, Managing Director at Islington Consultants. Olaf has been in the crypto space since 2015 and helping Tradfi firms come into crypto,...

In this week's episode, Imran and David are joined by Stephane Ouellette CEO and Co-founder of FRNT Financial (FRNT.TO) to discuss the impact of the US election result on crypto markets. Stephane has been building out investment banking services in crypto for the last 5 years and gives us his outlook for what appears to be the start of the next crypto cycle. Imran and David just their latest color...

In this week's episode, Imran and David discuss the recent move up towards the highs in Bitcoin as the US Election is due next week and Trump's odds are continuing to rise. Imran points out that call skew is not getting as excited as we would normally see it on a potential breakout. David summarizes the incredible macro setup that has been taking shape nicely over recent months. Imran also got to...

In this week's episode David and Imran sit down with Paul Howard, Senior Director at Wincent Investment Management. Paul is an active market maker in Delta One products and is looking to expand into options. He gives his view on the famous crypto basis trade and his outlook into and after the US election. Imran lets viewers know how he is gearing up for a potential BTC rally after the election and...

In this week's episode, Imran and David follow up on last week's bullish discussion as BTC tries to break above key resistance at 66k. David sees the recent China moves as reasons to stay bullish, along with Trump's rising victory odds. Imran gives a quick summary on the moves in crypto vol space. David also catches up with Stephane Reverre, President of Sun Zu Labs who is building liquidity metri...

In this week’s special episode, Imran and David sit down with Real Vision Founder and CEO Raoul Pal, and Michaël van de Poppe, Founder of EMN Group, also known as Crypto Michaël. Unsurprisingly, there is a bullish consensus, but they also consider what could go wrong and what might be delaying the start of the rally that many are expecting, given recent positive macro developments such as Fed cuts...

In this week’s episode, Imran and David host OTC trader Jake Ostrovosis from Wintermute. They discuss the recent China stimulus, which is set to add more liquidity to global markets and drive the next leg higher in crypto assets. Jake sees potential for inflows coming after the U.S. election uncertainty has passed, which may delay the start of the Q4 rally. However, the launch of the IBIT ETF opti...