Crypto markets ignite as the Genius Act passes, boosting stablecoin adoption and fueling a 30% Ethereum surge in a week, with inflows overwhelming sellers and volatility soaring.
Hosts Imran Lakha (Options Insight) and David Brickell (FRNT) dive into the long-awaited alt season, with Bitcoin dominance dropping to 60% and Ethereum leading the charge. The Genius Act’s regulatory clarity for stablecoins, settling heavily on Ethereum’s chain, drives massive ETF inflows and treasury strategies. They discuss Ethereum’s explosive options activity, macro stability, and risks like tariff deadlines and Fed chair uncertainty.
The following topics is covered:
00:00 – Introduction
00:38 – Has Altseason Finally Kicked Off?
02:05 – The Bull Case for Ethereum
06:51 – Ethereum Treasury Companies
09:05 – Arbitrage Trade on Ethereum Explained
10:50 – Imran’s Current Trades & Strategy
13:20 – Current Macro Economic Risks
18:22 – Powell Under Pressure: Is Bitcoin the Exception to the Knee-Jerk Trade?
21:24 – Should the US Cut Rates?
25:36 – When does Ethereum make a new all-time high?
27:55 – Lower Bitcoin Volatility: Less Upside, Smaller Drawdowns?
28:44 – Closing Thoughts
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Disclaimer: The content presented on Crypto Options Unplugged is not intended as investment advice. Always conduct your own research.
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