In this week's episode, Imran and David discuss the recent risk rally that has kicked off this week as geopolitical tensions abate with Iran not looking to counterattack Israel. Cross-asset volatility spiked last week but is reverting quickly as Gold and Oil give back some of their gains. Interest rate vol also means reverting after a large spike and the path and speed of yields from here will be key in determining the next move in crypto. David sees the dollar as ripe for a dip and this should propel crypto back towards highs. Imran breaks down the key crypto option flows and explains why crypto skew is signaling a BTC led rally in the near term.
