The Big Picture by Paradigm

Chapters: 0:00- Intro 1:08- Noelle's Background 5:30- Noelle's Macro Framework 9:30- Stagflation 13:30- Rate Cuts? 18:45- Debt Ceiling, Liqudity, Oil, Dollar 22:00- Sharp Moves in $BTC 24:07- ATM Implied Vol vs. Realized 29:30- Peak Rates, Peak Narrative 32:30- Less Upside Buying Now 36:35- Is Low Vol Keeping Traders Out 40:00- Risk Can Mean Upside Don't miss out on free alpha! https://pdgm.co/3NkeycX Join Paradigm Now: https://pdgm.co/41WZjuY Join us on social: Twitter: https://pdgm.co/3LDSSrm LinkedIn: https://pdgm.co/3Nkm0oL Telegram: https://pdgm.co/3NketpF Blog: https://pdgm.co/3LDIiR7 About Paradigm: Paradigm is a zero-fee, liquidity network for crypto derivatives traders across CeFi and DeFi. The platform provides traders with unified access to multi-asset, multi-protocol liquidity on demand without compromising on price, size, cost and immediacy. The firm's mission is to create a platform where traders can trade anything, with anyone and settle it anywhere. Disclaimer: All opinions and actions expressed and undertaken by the guest and host are individual opinions and actions only and do not reflect the opinions and actions of Paradigm. Paradigm does not guarantee the accuracy, applicability, reliability, integrity, performance or appropriateness of the content of this video, nor shall Paradigm be liable for any loss or damage that may be caused directly or indirectly by your use of these contents. Paradigm is not your broker, intermediary, agent, or advisor and has no fiduciary relationship or obligation to you in connection with any trades or other decisions or activities effected by you. No communication or information provided to you by Paradigm is intended as, or shall be considered or construed as, investment advice, financial advice, trading advice, or any other sort of advice.

Chapters: 0:00- Intro 0:50- ETH Upgrade 2:28- Flow on Paradigm 2:50- Asphyxiation by dominance 5:58- Large Overwrites 8:45- ETH Volumes Outpaces 12:24- ETH a Commodity? 14:14- BTC vs. ETH Vol Spread Trades 17:00- Consensus Trade 19:07- Psychological Damage from Last Merge? 23:19- Macro outlook 28:48- 80% Rally and Chill 33:40- Price Action is Constructive 36:30- Sovereigns are making Decision Quickly Don't miss out on free alpha! https://pdgm.co/3GLnKmR Join Paradigm Now and Trade: https://pdgm.co/3MJyDJG Join us on social: Twitter: https://pdgm.co/409Zfq7 LinkedIn: https://pdgm.co/41LFN4v Telegram: https://pdgm.co/40eeiz8 Blog: https://pdgm.co/3GJn815 About Paradigm: Paradigm is a zero-fee, liquidity network for crypto derivatives traders across CeFi and DeFi. The platform provides traders with unified access to multi-asset, multi-protocol liquidity on demand without compromising on price, size, cost and immediacy. The firm's mission is to create a platform where traders can trade anything, with anyone and settle it anywhere. Disclaimer: All opinions and actions expressed and undertaken by the guest and host are individual opinions and actions only and do not reflect the opinions and actions of Paradigm. Paradigm does not guarantee the accuracy, applicability, reliability, integrity, performance or appropriateness of the content of this video, nor shall Paradigm be liable for any loss or damage that may be caused directly or indirectly by your use of these contents. Paradigm is not your broker, intermediary, agent, or advisor and has no fiduciary relationship or obligation to you in connection with any trades or other decisions or activities effected by you. No communication or information provided to you by Paradigm is intended as, or shall be considered or construed as, investment advice, financial advice, trading advice, or any other sort of advice.

Chapters:0:00- Intro2:29- BTC is Dominant3:50- Deribit Volume (3.5bn)4:20- BTC/ETH Decoupling5:30- Shanghai Merge7:45- BTC Flows14:45- Vol of Vol17:50- Gamma and Low Liquidity23:28- Old Macro World27:07- Liquidity about to Pop28:00- Macro Overview40:00- Closing  Don't miss out on free alpha!https://pdgm.co/3ZbEA4s Join Paradigm Now and Trade:https://pdgm.co/3ZjdloY  Join us on social:Twitter: https://pdgm.co/3Z9FFtQLinkedIn: https://pdgm.co/3K26CLoTelegram:  https://pdgm.co/3K3aBHSBlog: https://pdgm.co/3JCXxYkAbout Paradigm: Paradigm is a zero-fee, liquidity network for crypto derivatives traders across CeFi and DeFi. The platform provides traders with unified access to multi-asset, multi-protocol liquidity on demand without compromising on price, size, cost and immediacy. The firm's mission is to create a platform where traders can trade anything, with anyone and settle it anywhere. Disclaimer: All opinions and actions expressed and undertaken by the guest and host are individual opinions and actions only and do not reflect the opinions and actions of Paradigm. Paradigm does not guarantee the accuracy, applicability, reliability, integrity, performance or appropriateness of the content of this video, nor shall Paradigm be liable for any loss or damage that may be caused directly or indirectly by your use of these contents. Paradigm is not your broker, intermediary, agent, or advisor and has no fiduciary relationship or obligation to you in connection with any trades or other decisions or activities effected by you. No communication or information provided to you by Paradigm is intended as, or shall be considered or construed as, investment advice, financial advice, trading advice, or any other sort of advice.

About Paradigm: Paradigm is a zero-fee, liquidity network for crypto derivatives traders across CeFi and DeFi. The platform provides traders with unified access to multi-asset, multi-protocol liquidity on demand without compromising on price, size, cost and immediacy. The firm's mission is to create a platform where traders can trade anything, with anyone and settle it anywhere. Disclaimer: All opinions and actions expressed and undertaken by the guest and host are individual opinions and actions only and do not reflect the opinions and actions of Paradigm. Paradigm does not guarantee the accuracy, applicability, reliability, integrity, performance or appropriateness of the content of this video, nor shall Paradigm be liable for any loss or damage that may be caused directly or indirectly by your use of these contents. Paradigm is not your broker, intermediary, agent, or advisor and has no fiduciary relationship or obligation to you in connection with any trades or other decisions or activities effected by you. No communication or information provided to you by Paradigm is intended as, or shall be considered or construed as, investment advice, financial advice, trading advice, or any other sort of advice.

Disclaimer: All opinions and actions expressed and undertaken by the guest and host are individual opinions and actions only and do not reflect the opinions and actions of Paradigm. Paradigm does not guarantee the accuracy, applicability, reliability, integrity, performance or appropriateness of the content of this video, nor shall Paradigm be liable for any loss or damage that may be caused directly or indirectly by your use of these contents. Paradigm is not your broker, intermediary, agent, or advisor and has no fiduciary relationship or obligation to you in connection with any trades or other decisions or activities effected by you. No communication or information provided to you by Paradigm is intended as, or shall be considered or construed as, investment advice, financial advice, trading advice, or any other sort of advice.

In this episode, Co-founder of OrBit Markets Caroline Mauron dives deep into crypto exotics and what she sees as the next logical step for crypto derivatives. 1. Crypto exotics in tradfi wrappers (e.g. barriers, vol/var swaps, worst-of autocallables) 2. The emergence of crypto-specific exotics that don't exist in tradfi... e.g. impermanence loss swaps for Uniswap LPs & staking swaps 3. Tackling OTC counterparty risk as an exotics house...multisig wallets as a potential solution. Don't miss out on free alpha! https://pdgm.co/3HZ8cvi Join Paradigm Now and Trade: https://pdgm.co/3xz9ecB #BTC #ETH Join us on social: Twitter: https://pdgm.co/3YCGFak LinkedIn: https://pdgm.co/3KdJVV7 Telegram: https://pdgm.co/3Ymw0jX Blog: https://pdgm.co/3YY7Mwq  

In this episode, Greg and Fabio from Amberdata talk about their most recent research on crypto option volatility. We dissect their report and dig into the nuances of trading this unique asset class. It's always a pleasure to have these guys on the show; they always bring the alpha! Note: We had some technical difficulties as we are trying out new recording studios, so the video goes to audio around the halfway point. Enjoy. Amberdata Report: https://go.amberdata.io/dissecting-volatility-trends-research-paper?utm_campaign=2023-Q1-Dissecting-Volatility-Research-Report&utm_source=PR&utm_content=Volatility-Report #TradeOptions #BTC #ETH Join Paradigm now: https://pdgm.co/3wRDfUJ Join us on social: Twitter: https://pdgm.co/3Hu2yBh LinkedIn: https://pdgm.co/3wPaTdI Telegram: https://pdgm.co/3Hsz3zW Blog: https://pdgm.co/3joK0dC  About Paradigm: Paradigm is a zero-fee, liquidity network for crypto derivatives traders across CeFi and DeFi. The platform provides traders with unified access to multi-asset, multi-protocol liquidity on demand without compromising on price, size, cost and immediacy. The firm's mission is to create a platform where traders can trade anything, with anyone and settle it anywhere. Disclaimer: All opinions and actions expressed and undertaken by the guest and host are individual opinions and actions only and do not reflect the opinions and actions of Paradigm. Paradigm does not guarantee the accuracy, applicability, reliability, integrity, performance or appropriateness of the content of this video, nor shall Paradigm be liable for any loss or damage that may be caused directly or indirectly by your use of these contents. Paradigm is not your broker, intermediary, agent, or advisor and has no fiduciary relationship or obligation to you in connection with any trades or other decisions or activities effected by you. No communication or information provided to you by Paradigm is intended as, or shall be considered or construed as, investment advice, financial advice, trading advice, or any other sort of advice.

In this episode, Gordon Grant (Head of Derivatives at Genesis) gives us a fascinating insight into the crypto markets, volatility, bitcoin mining, currencies woes in Argentina and so much more! You won't want to miss this one. Enjoy.  Interdealer CoinDesk Article: https://www.coindesk.com/markets/2022/12/19/crypto-options-market-has-become-more-interdealer-since-ftxs-blowup-paradigm/ #TradeOptions #BTC #ETH Join Paradigm now: https://pdgm.co/3Y1kMkb Join us on social: Twitter: https://pdgm.co/3RaogP2 LinkedIn: https://pdgm.co/3RffaRq Telegram: https://pdgm.co/3wDBWsB Blog: https://pdgm.co/4024Os1  About Paradigm: Paradigm is a zero-fee, liquidity network for crypto derivatives traders across CeFi and DeFi. The platform provides traders with unified access to multi-asset, multi-protocol liquidity on demand without compromising on price, size, cost and immediacy. The firm's mission is to create a platform where traders can trade anything, with anyone and settle it anywhere. Disclaimer: All opinions and actions expressed and undertaken by the guest and host are individual opinions and actions only and do not reflect the opinions and actions of Paradigm. Paradigm does not guarantee the accuracy, applicability, reliability, integrity, performance or appropriateness of the content of this video, nor shall Paradigm be liable for any loss or damage that may be caused directly or indirectly by your use of these contents. Paradigm is not your broker, intermediary, agent, or advisor and has no fiduciary relationship or obligation to you in connection with any trades or other decisions or activities effected by you. No communication or information provided to you by Paradigm is intended as, or shall be considered or construed as, investment advice, financial advice, trading advice, or any other sort of advice.

In this episode, Simon and Han from QCP talk about current option flows, how they are positioning going into FOMC and crypto volatility. You won't want to miss this one.Filmed on Friday, January 20, 2023. Watch this episode on YouTube.#TradeOptions #BTC #ETH Join Paradigm now: https://pdgm.co/3GSF4pf Join us on social: Twitter: https://pdgm.co/3iTInEA LinkedIn: https://pdgm.co/3j0ENsa Telegram: https://pdgm.co/3wmfLad Blog: https://pdgm.co/3iTHGep About Paradigm: Paradigm is a zero-fee, liquidity network for crypto derivatives traders across CeFi and DeFi. The platform provides traders with unified access to multi-asset, multi-protocol liquidity on demand without compromising on price, size, cost and immediacy. The firm's mission is to create a platform where traders can trade anything, with anyone and settle it anywhere. Disclaimer: All opinions and actions expressed and undertaken by the guest and host are individual opinions and actions only and do not reflect the opinions and actions of Paradigm. Paradigm does not guarantee the accuracy, applicability, reliability, integrity, performance or appropriateness of the content of this video, nor shall Paradigm be liable for any loss or damage that may be caused directly or indirectly by your use of these contents. Paradigm is not your broker, intermediary, agent, or advisor and has no fiduciary relationship or obligation to you in connection with any trades or other decisions or activities effected by you. No communication or information provided to you by Paradigm is intended as, or shall be considered or construed as, investment advice, financial advice, trading advice, or any other sort of advice.

In this episode, Steve fills in for Joe and gives us an overview of flows/vol. During filming, the market was nuking on DOJ news which turned out to be a giant nothing burger. David also gives an interesting take on the BOJ and 10YR yields. Enjoy. #TradeOptions #BTC #ETH Filmed on Wednesday, January 18, 2023. Watch this episode on YouTubeJoin Paradigm now: https://pdgm.co/3ZHKYSN Join us on social: Twitter: https://pdgm.co/3HgNCHE LinkedIn: https://pdgm.co/3GMYBHw Telegram: https://pdgm.co/3J0hbi1 Blog: https://pdgm.co/3IUV9NM About Paradigm: Paradigm is a zero-fee, liquidity network for crypto derivatives traders across CeFi and DeFi. The platform provides traders with unified access to multi-asset, multi-protocol liquidity on demand without compromising on price, size, cost and immediacy. The firm's mission is to create a platform where traders can trade anything, with anyone and settle it anywhere. Disclaimer: All opinions and actions expressed and undertaken by the guest and host are individual opinions and actions only and do not reflect the opinions and actions of Paradigm. Paradigm does not guarantee the accuracy, applicability, reliability, integrity, performance or appropriateness of the content of this video, nor shall Paradigm be liable for any loss or damage that may be caused directly or indirectly by your use of these contents. Paradigm is not your broker, intermediary, agent, or advisor and has no fiduciary relationship or obligation to you in connection with any trades or other decisions or activities effected by you. No communication or information provided to you by Paradigm is intended as, or shall be considered or construed as, investment advice, financial advice, trading advice, or any other sort of advice.