In this week's episode, Imran & David discuss the recent price action in the crypto market in the wake of a dramatic repricing in rate cut odds. With a 50bp cut now the most likely outcome, they discuss why BTC is not moving up in line with US stock markets. Imran catches up with special guest Marty, CIO of Mymo Group and prominent crypto Twitter influencer to get his perspective on the current setup in crypto vol and how the election is being priced. David continues to like the macro fundamentals but Imran has started to increase hedges as weak seasonality takes hold before the election.
