This week Imran and David catch up with Edd Carton, Managing Director at Aurel Partners. Edd has been in the crypto space for 13 years and has had a front-row seat to the evolution towards mainstream institutional adoption. They discuss the evident demand shock going on in Bitcoin and how well recent gains have been holding above the 90k level. Edd also reflects on what a massive year it has been for crypto in terms of regulation and less stigma for real money players to allocate in the space. Imran points out the options flows over the last week including more big-size buying of Mar 2025 call spreads. Finally, they debate whether listing IBIT options on US exchanges will materially change the flow dynamics with US retail investors able to participate.
