The House View

This week, our Head of Sales Josh Barkhordar sits down with Global Co-Head of Markets Joshua Lim to discuss the latest developments across crypto and broader risk markets. The conversation covers Hyperliquid's continued momentum, how the SpaceX IPO is influencing liquidity and positioning across markets, and what institutional and retail flows reveal about current investor sentiment. They also...

In this episode of The House View, FalconX CEO Raghu Yarlagadda sits down with Tom Lee, Chairman of Bitmine Immersion Technologies (BMNR), to discuss the macro backdrop shaping digital assets and why crypto may be entering its next phase of growth.  Tom shares why he believes the current environment is more constructive than investors expect — from the resilience of the U.S. economy to signs that...

In this episode of The House View , Martin Gaspar, Senior Crypto Market Strategist at FalconX, sits down with Eliézer Ndinga, Global Head of Research at 21shares, to unpack the latest structural shifts in crypto markets: the move toward independence from traditional risk assets. The conversation explores how crypto is increasingly decoupling from traditional risk assets amid geopolitical tension,...

In this episode of The House View, Colin Farrell, Senior Manager of Institutional Coverage, sits down with Griffin Sears, Head of Derivatives, to unpack how market structure is evolving in an always-on world. The conversation explores how geopolitical volatility is accelerating the need for 24/7 liquidity, how institutional investors are using Bitcoin options as a weekend macro hedge, and how pred...

In this episode of The House View, Craig Birchall, Head of Credit at FalconX, sits down with Anthony DeMartino, CEO & Co-Founder of Sentora, to unpack how crypto credit markets are evolving in the aftermath of the October 10 dislocation. The conversation explores why transparency has become non-negotiable for onchain credit, how real-world assets (RWAs) need to be redesigned - not just tokeniz...

Markets may close on Friday, but the world doesn’t. In this episode of The House View, Colin Farrell, Senior Manager of Institutional Coverage at FalconX, sits down with Sebastian Cohen, Head of Spot Trading, to break down what the FalconX trading desk is seeing as volatility returns to crypto markets. The conversation explores how geopolitical developments are driving activity back into markets,...

Institutional crypto activity in APAC looks fundamentally different from the US and Europe –  and derivatives sit at the center of that divergence. In this episode of The House View , Ivan Lim, Senior Derivatives Trader at FalconX, is joined by Sean McNulty, APAC Derivatives Trading Lead, to unpack how APAC institutions deploy crypto derivatives through outcome-based, yield-focused structures rath...

As crypto and traditional markets continue to converge, liquidity, not narratives, remains the defining force. In this episode of The House View , FalconX’s Josh Lim, Global Co-head of Markets, sits down with Sam Gaer, CIO of Monarq Asset Management, to discuss the macro and structural dynamics shaping digital asset markets today. From the growing divergence between gold and Bitcoin, to regulatory...

The year is off to an exciting start for crypto and broader markets. In this episode of The House View, Griffin Sears (Head of Derivatives) sits down with Ravi Doshi (Global Co-Head of Markets) to unpack the forces shaping early 2026. From the Clarity Act and institutional inflows into BTC ETFs, to shifts in volatility and derivatives activity, the pair discusses how regulation and market structur...

Institutional sentiment is shifting as markets head into year-end. While clients remain short-term cautious, conviction in BTC – and in several key 2026 catalysts – is strengthening. From a brighter macro outlook, to a more accommodative regulatory environment, to the next wave of institutional market structure, 2026 is shaping up to be a pivotal year for digital assets. In this episode of The Hou...

A sharp turn in macro over the past two weeks has reshaped risk sentiment across digital assets. With a December rate cut now priced out, equities under pressure, and over $1B in liquidations hitting the crypto market, traders are reassessing positioning heading into a heavy data week. Colin Farrell (Senior Manager, Institutional Coverage) sits down with Griffin Sears (Head of Derivatives) to brea...

Following the Fed’s latest meeting, crypto markets have entered a period of low conviction – with traders rotating into safer assets and volumes pulling back from recent highs. Colin Farrell (Senior Manager, Institutional Coverage) sits down with Griffin Sears (Head of Derivatives) to unpack what’s driving this “flight to safety,” how macro uncertainty is shaping digital asset positioning, and whe...

October 10th, 2025, marked a seismic moment for digital assets – the largest liquidation event in the history of crypto. Nearly $20B in positions were wiped out in hours, sending shockwaves across majors and alts alike. Colin Farrell (Senior Manager, Institutional Coverage) sits down with Griffin Sears (Head of Derivatives) to unpack what actually happened on “Crypto’s Black Friday” – and what it...

Digital Asset Treasuries (DATs) are evolving – fast. Colin Farrell (Senior Manager, Institutional Coverage) is joined by Ravi Doshi (Global Co-Head of Markets) to break down what’s driving the next phase of the DAT trade: from BTC and ETH to SOL and long-tail altcoins. The pair explores why some treasuries are still outperforming despite broader mNAV compression, how options markets can supercharg...

The Fed delivered a 25bp cut and unveiled a new mantra - “risk management.” But what does that really mean for markets? In this episode of The House View , Colin Farrell sits down with Matt Sheffield to unpack Powell’s latest move, the dot plot confusion, and how rate cuts may ripple into crypto. They dive into: Why the Fed cut despite data not demanding it How “risk management” could shape policy...

Colin Farrell – Senior Manager of Institutional Coverage – and Matt Sheffield – Head of Spot Trading –  return to unpack a crypto market split right down the middle.  Post-Labor Day exhaustion has traders divided: some are hedging downside and taking profits on older alts, while others are piling into Solana, Hyperliquid, and tokens tied to upcoming ETFs and treasury inflows.  The pair also discus...

Josh Lim joins Matt from the FalconX trading desk to unpack crypto market's cautious positioning ahead of Powell's Jackson Hole speech. With markets pricing in an 85% chance of September rate cuts, traders are derisking with put spreads and rotating out of large-cap names while eyeing treasury-backed alts ahead of Q4. Josh explains why crypto now moves with macro liquidity cycles - and why...

ETH has surged 44% over 60 days - far outpacing Bitcoin's 10%. Matt Sheffield, Head of Spot Trading at FalconX, breaks down the key drivers: digital asset treasuries accumulating billions, record $5.4B in ETF inflows during July, and growing regulatory clarity. Is ETH gaining sustainable momentum, or just another crypto narrative cycle?

Live from the FalconX trading floor: Introducing Trader Takes, our new bi-weekly podcast breaking down what moved markets this week in 10 minutes. In this first episode, Matthew Sheffield, Head of Spot Trading, & Colin Farrell, Senior Manager, Institutional Coverage, unpack how PIPEs and SPACs are reshaping institutional crypto access beyond ETFs, and why these "permanent capital vehicles" are...