In this episode, Jeff Park joins the show to discuss how the new Bitcoin ETF options will impact the market, what the options trading is already telling us, and whether a gamma squeeze is likely. We also delve into the arbitrage opportunities for retail traders, how to follow the new market landscape, and much more. Enjoy!
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Timestamps:
(00:00) Introduction
(01:50) Bitcoin ETF Options Expectations
(06:14) Bitcoin's Volatility Skew
(10:52) Bitcoin's Unique Supply Dynamics
(14:22) Corporates Rewarded For Having Bitcoin
(16:02) Biggest Options Trading Takeaways
(27:30) Ads
(29:20) Interview Continues
(31:26) Implications On Dealers & Gamma
(37:18) Impact Of Synthetic Bitcoin Through Derivatives
(41:56) How Options Will Impact Market Structure
(45:16) Following The New Options Landscape
(48:52) The New Risk Model
(52:35) Retail Opportunities
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
