Show notes
In this episode, Jeff Park joins the show to discuss how the new Bitcoin ETF options will impact the market, what the options trading is already telling us, and whether a gamma squeeze is likely. We also delve into the arbitrage opportunities for retail traders, how to follow the new market landscape, and much more. Enjoy!
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Timestamps:
(00:00) Introduction
(01:50) Bitcoin ETF Options Expectations
(06:14) Bitcoin's Volatility Skew
(10:52) Bitcoin's Unique Supply Dynamics
(14:22) Corporates Rewarded For Having Bitcoin
(16:02) Biggest Options Trading Takeaways
(27:30) Ads
(29:20) Interview Continues
(31:26) Implications On Dealers & Gamma
(37:18) Impact Of Synthetic Bitcoin Through Derivatives
(41:56) How Options Will Impact Market Structure
(45:16) Following The New Options Landscape
(48:52) The New Risk Model
(52:35) Retail Opportunities
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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