David Hoffman

speaker

18,094 appearances 60 recordings 1 series first heard Jan 2026 last heard yesterday

David Hoffman’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 60 in all, peaking in Aug 2026 with 15.

Appearances

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Bankless · Crypto is Ready for Onchain Options | Nick Forster, CEO of Derive · 14 Sep 2026 podcast

I did was not ready for the idea that 1010 was a tailwind for options. voice-verified

Can we go into why that's true? voice-verified

What about the market structure of a perpetual does uh an option buffer against? voice-verified

Like what are its what uh what are an option's strengths against the perpetual? voice-verified

And why was uh 1010 so illustrative about this strength? voice-verified

Would you say that it's accurate that a perpetual as an instrument is better for longer tail assets on shorter term timeframes? voice-verified

And options are better for fatter tail assets on longer-term time frames. voice-verified

And like what I'm really getting out of that story is that going leverage long on a perpetual exposes you to a number of risks beyond just the price of the voice-verified

The asset, you know, platform risk, contagion risk. voice-verified

Uh uh, you said um path dependency risk, where with an option, I can have an extreme option, something very, very high out on the risk, but I won't be liquidated on my way there. voice-verified

I will only be liquidated at the date of expiry, which is by design. voice-verified

And that's not true with a perpetual, a perpetual, you could be directional. voice-verified

But still get liquidated on the way there. voice-verified

And so m just bluntly. voice-verified

Perpetuals are better for longer tail assets in shorter term time frames, and options are better for fatter tail assets on longer term timeframes. voice-verified

Would you say that that's a fair summary? voice-verified

So options and perps are just so frequently placed head to head with each other. voice-verified

Like perp bulls will tell you that like options are obsolete, you know, perps are the cool new thing, just like options are for boomers, they're for trad fi. voice-verified

Like we found this cool new thing called the perp and it's going to replace everything. voice-verified

And like directionally, both of these instruments allow you to take a small amount of capital and get an outsized amount of return if if you are correct. voice-verified

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