Crypto Options Unplugged

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...

In this week's episode, Imran and David are joined in the studio by Stefan Rust, Founder and CEO of Truflation. They discussed the recent FED rate cut and new stimulus measures from China which have helped to restart the crypto rally in the last week. Stefan explains what inspired him to kickstart Truflation over 3 years ago and how the markets are embracing his new and innovative way of produ...

In this week's episode, Imran & David discuss the recent price action in the crypto market in the wake of a dramatic repricing in rate cut odds. With a 50bp cut now the most likely outcome, they discuss why BTC is not moving up in line with US stock markets. Imran catches up with special guest Marty, CIO of Mymo Group and prominent crypto Twitter influencer to get his perspective on the cu...

In this week’s episode, Imran and David host special guest Neelabh Dixit, Head of Product Strategy at Talos. They discuss the recent choppy moves we’ve seen in crypto markets as rate volatility has been hitting risk assets due to concerns around growth. David gives his macro picture and Imran highlights what he’s seeing in crypto volatility. Neelabh shares his thoughts about the market, the US ele...

In this week's episode, Imran and David discuss the recent weakness in crypto markets as last week's gains were quickly given back as volatility increased. David flags that month-end typically leads to less liquidity and can be a reason for pullbacks. Imran highlights what the key option flows including the 13Sep expiry finding a relative bid due to the presidential debate scheduled for 10...

In this week's episode, Imran and David discuss the recent spike in BTC prices, as the Jackson Hole speech from last week had some stronger language and signalled the start of a cutting cycle. The recent developments in US politics have seen Trump take back the lead in the polls, and they discuss how BTC is likely to trade in and around the run-up to the election. Imran caught up with traders...

In this week's episode, we give you something a little different as price action has been somewhat muted in Cryptoland. Imran and David gives their quick takes on macro and volatility but the bulk of the episode covers David's interview with Meltem Demirors, Founder and General Partner at Crucible Capital. Meltem has a wealth of experience in the industry and has some great insights into w...

In this week's episode, Imran and David sit down with James Van Straten from Cryptoslate, a viewer favorite returning to the show. They discuss the sharp rebound in crypto markets after last week's turbulence and whether the bull run is back on. David still likes everything he sees from a macro standpoint but James thinks the real upside comes in Q4. Imran gives his rundown on crypto vol t...

In this week's episode Imran and David go over the recent meltdown in markets and what has triggered the unwind of the famous Yen carry trade. David explains the macro implications and whilst there has been damage done to short-term positions, the consequence of recent turmoil is that it likely brings us closer to the FED turning on the liquidity taps again. Imran also catches up with John Kim...

In this week's episode David and Imran speak to Conrad Carvalho, Head of Trading at Oaktree and Lion, a proprietary trading and research firm specializing in crypto options. David gives his update on the latest macro developments over the last few weeks as we head into a week of key data from FOMC, Non-farm payrolls, and Mega-cap tech earnings. Imran and Conrad discuss the latest vol crush in...