
Ethereum ETF approved as crypto becomes a political battleground #19
About this episode
In this week's episode David And Imran discuss the swift policy shifts we have been seeing around crypto regulation in the US fuelled by Donald Trump embracing crypto in his campaign. The Biden administration has likely realised that they have no choice but to lighten up regulation to appeal to the 50 million or so US voters who use cryptocurrencies. Overall the landscape looks ripe for the start of a new ALT season, with ETH leading the way as we await the start of spot ETF trading in the months ahead. Imran explains what the moves in crypto vol and skew are saying about the options market's take on the recent price action with a flippening in longer dated call skew towards ETH. David is as bullish as ever given recent regulatory moves and struggles to see a material downside scenario in the near term.
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