This episode features Mark Longo and Greg Magadini from Amberdata analyzing the latest trends in the crypto derivatives market. The show begins with a discussion on Bitcoin's surprising stability over the past two weeks and how its market behavior is diverging from gold. Greg notes the significant shift to a negative long-term skew, suggesting a new, more mature risk asset mentality among institutional traders. The hosts then dive into the most active crypto-related equities like IBIT, MARA, and MSTU, with a special, humorous segment on the new, highly volatile stock, ETHZilla. They close with a look at the altcoin market and a Crypto Questions segment on the viability of physically-settled vs. cash-settled crypto derivatives, with an overwhelming majority of listeners favoring the latter.

Timestamps

• 00:00:00 - Introduction and Welcome

• 00:03:00 - The Bitcoin Breakdown (BTC)

• 00:15:20 - The Altcoin Universe

• 00:16:30 - Bitcoin-related equities: IBIT

• 00:18:45 - MARA

• 00:20:00 - MSTU

• 00:23:45 - ETH

• 00:30:20 - BMNR

• 00:31:30 - CRCL

• 00:34:00 - ETHZilla

• 00:39:00 - Solana

• 00:40:00 - XRP

• 00:41:00 - Dogecoin

• 00:41:45 - Litecoin

• 00:42:00 - Cardano

• 00:42:15 - Polkadot

• 00:42:30 - Shiba Inu

• 00:43:00 - Crypto Questions (Physical vs. Cash Settlement)