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)