Crypto holding steady amid ongoing Middle East tensions (US-Iran conflict ~3 weeks in, oil volatility high, equities pressured — BTC ~70K range resilient, no major flush). Guest Eamonn Gashier (Founder, Block Scholes) joins Imran & David: ex-TradFi trader (16 years in investment banks/hedge funds) who dove into crypto in 2017, left banking in 2021. Block Scholes evolved from options vol analytics (built for their own trading needs) into a leading Oracle provider — delivering real-world data (commodities, oil, etc.) on-chain for DEX settlement/liquidations. Volumes exploding on DEXs (especially during weekend/geopolitical gaps when TradFi is closed). Hype token example shows real utility winning. Outlook: bullish on capital inflows + adoption (institutional + AI execution bots); selective on alts (focus utility/economics, not memes). Macro: central banks trapped (supply shocks vs. growth risks, financial repression likely) — tailwind for BTC as non-sovereign asset. Great discussion covering a lot of bases. Like and Subscribe for more.

In this episode, Matt Hougan, CIO of Bitwise Asset Management, joins Imran Lakha and David Brickell (FRNT) to map out the institutional landscape of 2026. Hougan breaks down why he believes a $1,000,000 Bitcoin price is a matter of simple math, provided it captures just 17% of an expanding global store-of-value market.We also dive into the "Leapfrog" theory of Digital Asset Treasuries, the psychological impact of "Quantum FUD" on institutional committees, and why AI agents are the secret catalyst for future blockchain volume. Finally, Matt explains the stakes of the Clarity Act and why turning regulatory "sand into cement" is the final step for trillions in sidelined capital.

We also announce the lucky winners of out 100 USDC giveaway. Like and subscribe for more.

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Crypto has held up surprisingly well as macro and geopolitical tensions continue to rise. While traditional risk assets have struggled, Bitcoin is still holding around the $70K range and volatility is starting to return to the market. This week, Imran sits down with Maxime Seiler, co-founder of STS Digital, one of the leading market makers in the crypto options space. They talk about why crypto has remained relatively stable despite the macro pressure, how options traders are positioning right now, and what current volatility levels could be signaling for the next move. They also dive into Maxime’s background in traditional volatility trading, the growth of the crypto derivatives market, and how macro headlines are increasingly shaping price action in crypto. Like and subscribe for more.

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Crypto shows resilience amid escalating Middle East conflict: US strikes on Iran trigger weekend drop, kinetic war fears push oil +20%, stocks were hammered — yet BTC holds ~67K range (no sub-60K flush), ETH stable. Liquidations appear exhausted; no major sellers left? Or head-fake before next leg? Guest Jason Urban (Co-Head Digital Assets, Galaxy Digital) joins Imran & David: background from Goldman index vol → DRW → Galaxy. Views crypto as maturing asset class — still collegial, but tribal narratives fading. BTC medium-term constructive (bottom near/in, back-half rally likely); altcoins bifurcate (winners emerge on real economics/use cases vs. hype). Solana micropayments pivot promising; ETH tokenized RWAs dominant. TradFi convergence + AI complementarity supportive; geopolitics favors BTC (freedom from debasement). Short-term cautious (risk off), but fundamentals scream higher. Like and subscribe for more

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Episode 100 special! Guest Geoffrey Kendrick (Global Head of Digital Assets Research, Standard Chartered) joins Imran & David for milestone chat: BTC short-term capitulation risk to ~$50K (tech/AI rotation, macro slowdown), but strong rebound to $100K end-2026; long-term $500K by 2030 via portfolio optimization (BTC/gold mix, global access unlocks). ETH $4K end-2026, $40K 2030; Solana $135 end-2026, $2K 2030 (micropayments pivot). Stablecoins → $2T by 2028 (EM savings + corporate efficiency); tokenized RWAs → $2T (overtakes stables). Quantum threat solvable; miners → AI compute factories → marginal BTC mining at near-zero cost. TradFi adoption accelerating (stablecoins safer than banks in extremes, T-bill demand surge flattens curve, dollar dominance extension). Builders optimistic; price lags fundamentals.Takeaway: Extreme fear priced in — respect action, but macro + institutional flows (stablecoins/RWAs) supportive. Like, subscribe and comment to take part in this week's special 100 USDC giveaway to 10 lucky fans.

Like, subscribe and comment on Youtube to take part in this week's special 100 USDC giveaway to 10 lucky fans!

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This week Imran and David host guest Sid Powell (Maple Finance co-Founder) to discuss the disconnect between crypto prices and the growth in activity and positive trajectory in the space regarding infrastructure build and regulatory clarity. Topics discussed include: Borrowing demand shifted from basis trade compression to reserve/OTC/yield strategies; inflows post-crash ($150M stablecoins) show yield hunger. TradFi interest surges (tokenized private credit/RWAs); quantum threat dampens retail/RIA adoption but solvable long-term. Outlook: constructive medium-term (Fed dovish shift + AI capex rationalization likely), but short-term chop/de-risk probable. Tokenization + institutional flows key catalysts; ETH benefits from credit/DeFi dominance.

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Crypto finally broke lower last week, smashing through long-term supports triggering cascading liquidations, massive unwinds, and multi-year extreme put skew/vol explosion (front-end puts hit -30 vol skew, implieds ~100). Panic pricing peaked, and spot had sharp retrace (BTC back ~67K range) suggests worst may be over — potential retest of 74K as resistance before real bottom forms (without vol blowout). Guest Praneeth Srikanti (Ethereal Ventures partner) joins David for an indepth interview covering : VC crypto still active (pre-seed/seed focus), thesis shifting to risk/trust infrastructure (neutral, non-aligned layers for AI-era compute/power/settlements), tokenomics converging equity/token views, AI as crypto accelerator (provenance, deterministic agents, yield sources). Like and subscribe for more.

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Crypto & precious metals crack lower over the weekend as markets digest Kevin Warsh's nomination as Fed Chair (replacing Powell in May) — seen as hawkish on balance sheet reduction (smaller Fed footprint, less QE dependency, favoring productive credit over asset inflation), sparking knee-jerk risk-off despite his dovish lean on rates. Put skew explodes (front-end protection demand surges, calls dumped), vol spikes, signaling near-term chop/volatility ahead of major supports (BTC ~74K line in sand, ETH ~2,200). Guest Eric Saraniecki (Canton Network co-founder, Digital Asset) joins David discussing Canton built for institutional composability & privacy, targeting high-utility collateral (Treasuries, cash legs, FX), cash-on-ledger velocity, RWAs at scale.

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Gold Parabolic, Crypto Still Stuck – Why The Disconnect?Text: Crypto remains frustratingly range-bound (85–95K zone) despite gold/silver parabolic moves and macro liquidity tailwinds. Geopolitical noise easing (Greenland tariffs looking like classic Trump deal-making fade), but US government shutdown risk looms this weekend — could delay key crypto bills. BTC/ETH testing major supports (98K Fib + short-term holder cost basis provided overhang above), put skew elevated (protection demand strong), suggesting lows may not be in yet. Guest Adam Brice (ex-precious metals broker, now Hivemind Capital trader) joins Imran & Dave: discusses gold/silver decoupling, quantum risk (real but 5–10+ years out), generational shift (millennials value digital/non-sovereign assets), and why the alt narrative needs fresh momentum.

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Markets give back last week’s gains as Trump reignites tariff threats — this time targeting the EU over Greenland access (rare earths + strategic Arctic control). BTC/ETH chop back to low end of the range, vol stays subdued (no major spike), but put skew ticks higher as call buying fades. Macro backdrop remains supportive (soft CPI, ongoing Fed liquidity drip, SLR tweaks), but Japan’s bond/yen pressure + geopolitical noise keep risk appetite cautious. Guest JM Mognetti (CoinShares CEO) joins Imran & Dave via video link: shares CoinShares journey from early hedge fund to today’s European ETF powerhouse + US NASDAQ listing push. Discusses tokenization as the next big convergence play, regulatory hurdles (Europe over-regulates, US catching up fast), and why Bitcoin’s long-term thesis remains intact despite short-term frustration. Like and subscribe for more!

Deribit FZE does not accept UAE retail clients or US clients, and clients from other restricted countries.