Crypto Options Unplugged

Crypto markets lag behind soaring equities and gold as weak U.S. jobs data (22K print, June revised to -13K) fully prices in a September Fed rate cut. Hosts Imran Lakha (Options Insight) and David Brickell (FRNT), joined by Mark Hiriart (ZeroCap), discuss suppressed crypto volatility (Bitcoin vol in low 30s) amid a narrow range, with persistent put skew driven by institutional hedging demand. Inflation data looms as the Fed enters blackout, but a supportive macro environment—falling yields, lower oil prices, and global rate cuts—signals bullish tailwinds for Bitcoin and altcoins like Ethereum and Solana. They explore ZeroCap’s institutional focus and the growing OTC derivatives market, predicting a Bitcoin rally to 150K post-consolidation. Like and subscribe for more!

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Bitcoin touches near $107K over the weekend, with institutional buying slowing as focus shifts to Ethereum’s relative strength. Hosts Imran Lakha (Options Insight) and David Brickell (FRNT) analyze the market’s rejection of new highs after Jackson Hole, with put skew rising due to protection buying. Despite fragile global bond yields, higher odds of a September Fed rate cut, and long-term bullish crypto trends persist. They discuss Bitcoin’s price pattern resembling earlier ranges, predicting a recovery without retesting below $100K, and highlight potential volatility risks on the downside. Like and subscribe for more!

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

Crypto markets pull back from highs ahead of Jackson Hole, with put skew rising amid protection buying on risks that Powell pushes back on rate cuts. Hosts Imran Lakha (Options Insight) and David Brickell (FRNT) analyze Bitcoin’s choppy range, quick dip recoveries after disappointing jobs data, and Ethereum’s surge toward all-time highs. They discuss the institutional treasury adoption and a supportive macro backdrop (slowing growth, disinflation, September rate cut pricing) which has led to the Summer strength. Imran runs through some charts with Gareth Soloway, Chief Market Strategist at Verified Investing to get his take on the recent dip and how it shapes the technical outlook. Volatility remains stable for now, but hedges are key for summer risks. Like and subscribe for more!

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

Crypto markets stay choppy over summer, with disappointing jobs data sparking dips that get quickly bought as rate markets eye a September Fed cut. Ethereum surges toward all-time highs, fueled by the Genius Act’s stablecoin boost and massive ETF inflows. Hosts Imran Lakha (Options Insight) and David Brickell (FRNT) analyze Bitcoin’s quick recovery, Ethereum’s dominance breakout, and the supply-demand dynamics driving alt season. They highlight Bitcoin and ETH treasury adoption, yield strategies, and a resilient macro backdrop of disinflation and global liquidity support. Like and subscribe for more!

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

Crypto markets consolidate as Bitcoin hovers around 117K-120K, with Ethereum stealing the spotlight after a 30% rally driven by the Genius Act’s stablecoin clarity. Hosts Imran Lakha (Options Insight) and David Brickell (FRNT), joined by Dan Blackmore (Glassnode), explore on-chain insights revealing steady institutional buying along with profit-taking by long-term holders. Bitcoin’s structural health remains solid, while Ethereum’s narrative as the dominant layer-1 for stablecoins fuels massive ETF inflows and options volume. They discuss macro risks, including a $1.6T quarterly debt issuance and potential Fed liquidity support, reinforcing Bitcoin’s long-term bullish case. Like and subscribe for more!

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

Crypto markets ignite as the Genius Act passes, boosting stablecoin adoption and fueling a 30% Ethereum surge in a week, with inflows overwhelming sellers and volatility soaring. Hosts Imran Lakha (Options Insight) and David Brickell (FRNT) dive into the long-awaited alt season, with Bitcoin dominance dropping to 60% and Ethereum leading the charge. The Genius Act’s regulatory clarity for stablecoins, settling heavily on Ethereum’s chain, drives massive ETF inflows and treasury strategies. They discuss Ethereum’s explosive options activity, macro stability, and risks like tariff deadlines and Fed chair uncertainty. Like and subscribe for more!

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

Bitcoin hits new all-time highs at 120K, but volatility remains subdued as institutional treasury adoption drives steady accumulation. Hosts Imran Lakha (Options Insight) and David Brickell (FRNT) welcome a Women in Crypto panel featuring Barnali Biswal(Hilbert Group), Chantal (Deribit), and Lucy Balicki (Laser Digital). They discuss Bitcoin treasury strategies, with Hilbert Group focusing on active management to generate yield without excessive risk. The panel explores institutional adoption trends, Deribit’s USD-settled options launch, and the collaborative, diverse nature of the crypto industry, highlighting opportunities for young talent. Like and subscribe for more!

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

Bitcoin struggles to break out, stuck in a range as volatility hits holiday lows, with tariff uncertainties creating headwinds but institutional dip-buying supporting prices. Hosts Imran Lakha (Options Insight) and David Brickell (FRNT), joined by James Van Straten (CoinDesk), analyze Bitcoin’s resilience above 100K, driven by treasury adoption and steady demand. Despite profit-taking, the macro backdrop remains bullish with easing geopolitics and potential Fed rate cuts. They explore MicroStrategy’s dominance, stablecoin growth, and AI’s looming economic impact, signaling a slow grind higher for crypto. Like and subscribe for more!

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

Equity markets hit new all-time highs, but Bitcoin remains range-bound between 100K and 110K, with volatility suppressed by heavy call-overwriting from institutional accumulators. Hosts Imran Lakha (Options Insight) and David Brickell (FRNT) discuss the fading geopolitical tensions, a supportive Goldilocks macro environment, and Fed speakers’ dovish shift towards more rate cuts. Despite a $300B liquidity drain at quarter-end, Bitcoin’s resilience and low volatility (near-year lows at 30) offer cheap upside potential. Ethereum’s volatility spread narrows, offering volatility trading opportunities. Like and subscribe for more!

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

Crypto markets surge as geopolitical tensions ease, stablecoin regulations advance, and Fed speakers hint at July rate cuts, pushing Bitcoin toward new highs. Hosts Imran Lakha (Options Insight) and Dave Brickell(FRNT), joined by Nate Cox and Conrad Carvalho (Two Prime), explore Bitcoin’s consolidation, low volatility, and Ethereum’s persistent high-vol premium. From Two Prime’s yield strategies for institutional Bitcoin holders to concerns over MicroStrategy copycats, this episode dives into macro tailwinds, corporate treasury trends, and stablecoin dynamics. Like and subscribe for more!

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