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Description:
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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) |