Crypto Options Unplugged

← Crypto Options Unplugged16 jul · 28 min

Weaker Inflation Data Triggers A Wave Of Crypto Buying.  Will It Last? #119

Weaker Inflation Data Triggers A Wave Of Crypto Buying.  Will It Last? #11916 jul28 min

<p>This week on Crypto Options Unplugged, Imran Lakha and David Brickell break down the latest macro developments following a softer-than-expected US CPI report and discuss why markets may have overestimated the chances of another Federal Reserve rate hike. They examine Kevin Warsh&#39;s evolving approach to monetary policy, what it means for inflation, and why the next Fed move is still more likely to be a rate cut than a hike.<br>The conversation then shifts to crypto, where Bitcoin and Ethereum have begun outperforming as macro conditions improve. The pair explore whether Bitcoin is finally breaking out of its multi-month range, how options positioning and volatility are changing beneath the surface, and why skew and implied volatility suggest sentiment may be turning more constructive.<br>They also discuss Ethereum&#39;s recent strength, Robinhood&#39;s new Layer 2 blockchain, the return of retail interest through meme coins, and whether renewed activity across the Ethereum ecosystem could mark the beginning of a broader altcoin recovery. The episode finishes with key technical levels to watch and what would be needed to confirm the next major leg higher for crypto markets.</p>