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Home > The Crypto Rundown > The Crypto Rundown 309: Is Skew Showing the Sky is Falling?
Podcast: The Crypto Rundown
Episode:

The Crypto Rundown 309: Is Skew Showing the Sky is Falling?
Category: Business
Duration: 00:32:44
Publish Date: 2026-02-23 22:06:06
Description:

Is the crypto "retail wave" finally drying up? This week on The Crypto Rundown, Mark Longo and Greg Magadini (Amberdata) dive into a "blood-red" market as Bitcoin slips below $65k and Ethereum struggles to hold key support levels.

We break down the dramatic shift in Bitcoin (BTC) and Ethereum (ETH) skew, analyzing why the 25-delta risk reversal is hitting extreme negative levels not seen since the FTX or Terra Luna collapses.

Key Topics Covered:

  • The "Incremental Buyer" Problem: With VCs and ETFs already positioned, who is left to buy the dip?

  • Volatility Analysis: Why implied volatility (IV) remains "hunched" while skew is screaming "danger."

  • Ibit Options Impact: Analyzing the 1 million contracts per day milestone and the heavy flow on 35-strike puts.

  • Altcoin Universe: Deep dives into Solana, Dogecoin, and the "wreckage" in Ethereum (ETH).

  • MSTR & MSTU Strategies: Managing "lottery trades" when the underlying goes underwater.

Resources:

  • Get granular on-chain data: Amberdata

  • Follow the network: @Options on Twitter/X
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