In this discussion, Jason Pagoulatos, head of markets at Delphi Digital, breaks down the swift rebound of crypto markets after recent sell-offs. He highlights why Ethereum has lagged behind Bitcoin and Solana this year and explains the impact of significant ETH sell-offs and potential ETF launches. Pagoulatos also delves into how the Federal Reserve's moves and upcoming elections might shape the crypto landscape, emphasizing the growing role of investment advisors in pushing Bitcoin to their clients.

Jason Pagoulatos, head of markets at Delphi Digital, shares expert insights on the recent crypto market sell-off. He discusses Ethereum's underperformance in 2024, attributing it to the carry trade unwinding and weak job reports. The potential influence of ETH ETFs and Grayscale's ETHE on price movements is examined. Pagoulatos highlights the growing push from investment advisors to recommend Bitcoin amidst macroeconomic uncertainties, including upcoming elections and Fed actions. His analysis provides a strategic lens for navigating the current crypto landscape.