In this weeks episode Imran and David discuss the pause in the crypto rally which has led to some key supports being breached and what macro forces may be driving it. The stronger dollar and China needing BTC to look less appealing to stop capital flight are factors that David dissects in more detail. Imran catches up with Greg Magadini from Amberdata to find out what he has his eye on in crypto vol space. They discuss the steep ETH skew term structure and whether the BTC halving “event” risk is overpriced in options. Overall, the macro picture is unchanged from David’s perspective and dips remain opportunities to buy although some caution in the near term may be warranted.
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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE
01 Jan 1970
El Partidazo de COPE
13:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
12:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
10:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
13:00H | 20 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
12:00H | 20 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana