Crypto Options Unplugged

In this week’s episode Imran and David discuss the game changing macro developments that triggered a sharp bounce in crypto and risk assets. The FOMC was more dovish than investors had feared as rate hikes were taken off the table and a larger taper of QT means more liquidity to drive risk assets higher. Imran runs through his usual crypto vol insights which showed a reduction in

In this weeks episode David and Imran discuss the recent gyrations in FX markets and what implications they may have for crypto prices going forward. David remains convinced that weakness in Asian currencies will keep pressure on the Fed to be more dovish than interest rate markets are pricing. Imran catches up with Jeff Anderson from STS Digital to get his thoughts on crypto vol m

In this week's episode, Imran and David discuss the recent risk rally that has kicked off this week as geopolitical tensions abate with Iran not looking to counterattack Israel. Cross-asset volatility spiked last week but is reverting quickly as Gold and Oil give back some of their gains. Interest rate vol also means reverting after a large spike and the path and speed of yield

In this episode, Imran and David give an update on the latest crypto action as geopolitics and inflation fears have put investors on edge. With the conflict in the Middle East likely to drag on for at least a few more weeks, it may be difficult for crypto markets to recover even though the bitcoin halving was touted as a positive catalyst. Imran catches up with JJ (the JLabs Janito

In this week's episode, Imran and David analyze recent trends in crypto markets, including Ethereum's recovery and the impending Bitcoin halving. They discuss the impact of macroeconomic factors such as rising gold prices and international desires for lower US dollar values and interest rates. Additionally, they speculate on potential outcomes from Yellen's meeting with Chinese off

In this weeks episode Imran and David discuss the pause in the crypto rally which has led to some key supports being breached and what macro forces may be driving it. The stronger dollar and China needing BTC to look less appealing to stop capital flight are factors that David dissects in more detail. Imran catches up with Greg Magadini from Amberdata to find out what he has his ey

In this week's episode Imran and David discuss the aftermath of a big macro week that saw huge swings in crypto prices. The BoJ was a damp squib as David had been expecting but the FOMC implicitly signalled their tolerance for above target inflation. We saw the first rate cut out of the SNB and expect synchronised easing by the summer across major central banks. ETF inflows slowed

In this week's episode Imran and David cover the recent crypto correction and explore if the macro backdrop has changed. David is of the opinion that this dip is healthy and real money buyers are still to come in, given the smaller clip sizes seen in ETFs flows. Imran gives his usual update on crypto volatility, skew and options positioning where last week’s skew moves were a tim

In this episode, Imran and David host Chantal Bradford from Deribit's institutional sales. They delve into Deribit's new altcoin options for XRP, SOL, and MATIC, and discuss recent platform improvements that appeal to institutional clients. Chantal shares her enthusiasm for the growing crypto options market and the promising future of ETF options in the U.S. David highlights encour

In this week’s episode, Imran and David host special guest Manvir Nijhar, ex-head of UK equity derivatives at SocGen. Manvir is an active trader of crypto options on Deribit and gives some insight into the type of strategies he employs to profit from crypto volatility. As always, David gives his rundown on the macro forces that are supporting the latest move and Imran breaks down