Supply Shock

On the Margin: Everything You Need To Know About The New Bitcoin ETF Options | Jeff Park


Listen Later

In this episode, Jeff Park joins the show to discuss how the new Bitcoin ETF options will impact the market, what the options trading is already telling us, and whether a gamma squeeze is likely. We also delve into the arbitrage opportunities for retail traders, how to follow the new market landscape, and much more. Enjoy!

Follow Jeff Park: https://x.com/dgt10011

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started

Ledger, the global leader in digital asset security, proudly sponsors On The Margin.


As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.


MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

Learn more: https://www.mantrachain.io/

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

Timestamps:

(00:00) Introduction

(01:50) Bitcoin ETF Options Expectations

(06:14) Bitcoin's Volatility Skew

(10:52) Bitcoin's Unique Supply Dynamics

(14:22) Corporates Rewarded For Having Bitcoin

(16:02) Biggest Options Trading Takeaways

(27:30) Ads

(29:20) Interview Continues

(31:26) Implications On Dealers & Gamma

(37:18) Impact Of Synthetic Bitcoin Through Derivatives

(41:56) How Options Will Impact Market Structure

(45:16) Following The New Options Landscape

(48:52) The New Risk Model

(52:35) Retail Opportunities

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

...more
View all episodesView all episodes
Download on the App Store

Supply ShockBy Blockworks

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

104 ratings


More shows like Supply Shock

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,052 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,432 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

912 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

462 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,349 Listeners

Empire by Blockworks

Empire

170 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

377 Listeners

Raoul Pal: The Journey Man by Real Vision Podcast Network

Raoul Pal: The Journey Man

132 Listeners

Forward Guidance by Blockworks

Forward Guidance

274 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

212 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

49 Listeners

Bell Curve by Blockworks

Bell Curve

30 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

341 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

89 Listeners