Crypto markets dipped into the September options expiry but rebounded strongly after flushing out weaker longs, with ranges holding firm. Hosts Imran Lakha (Options Insight) and David Brickell (FRNT), with special guest Greg Magadini (Amberdata), discuss persistent bearish sentiment despite a supportive macro backdrop—sticky 2.9% inflation, 3.8% GDP growth, and no major recession fears. Bitcoin’s realized volatility has collapsed to a 20 handle, while ETH and Solana show bullish chart patterns and persistent higher volatility, with ETH eyeing 5,000 and Solana’s December options at 70 vol looking attractive. Global debt dynamics, particularly Japan’s 250% debt-to-GDP, signal more fiat debasement, reaffirming the Bitcoin and gold bull cases. A potential US government shutdown is dismissed as a non-event, but delayed jobs data could add volatility ahead of the Fed’s October meeting. Like and subscribe for more!
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