In today's episode of 1000x, Jonah and Avi discuss markets and how to trade crypto's mispriced volatility. We cover options strategies, how to evaluate the GBTC trade, why alts look dead, the bifurcation of crypto, if traders can pre-position telegraphed events and more!
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Timestamps:
(00:00) Introduction
(01:04) How to Spot Mispriced Volatility
(16:34) Evaluating the GBTC Trade
(24:13) Blackrock’s BTC ETF Filing
(28:02) What’s Going on with Alts?
(33:02) The Bifurcation of Crypto
(38:40) Reflexivity and Macro Bullishness
(41:52) Pre-Positioning Telegraphed Events
(44:25) Miners are Pivoting to AI
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Resources:
Golden Tree
https://www.goldentree.com/
Cumberland
https://cumberland.io/
https://twitter.com/CumberlandSays
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
