The Crypto Rundown 289: The Netflix of Stablecoins Plus The Rise of ETHZilla!!!

This episode features Mark Longo and Greg Magadini from Amberdata analyzing the latest trends in the crypto derivatives market. The show begins with a discussion on Bitcoin's surprising stability over the past two weeks and how its market behavior is diverging from gold. Greg notes the significant shift to a negative long-term skew, suggesting a new, more mature risk asset mentality among institutional traders. The hosts then dive into the most active crypto-related equities like IBIT, MARA, and MSTU, with a special, humorous segment on the new, highly volatile stock, ETHZilla. They close with a look at the altcoin market and a Crypto Questions segment on the viability of physically-settled vs. cash-settled crypto derivatives, with an overwhelming majority of listeners favoring the latter.

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Timestamps

• 00:00:00 - Introduction and Welcome

• 00:03:00 - The Bitcoin Breakdown (BTC)

• 00:15:20 - The Altcoin Universe

• 00:16:30 - Bitcoin-related equities: IBIT

• 00:18:45 - MARA

• 00:20:00 - MSTU

• 00:23:45 - ETH

• 00:30:20 - BMNR

• 00:31:30 - CRCL

• 00:34:00 - ETHZilla

• 00:39:00 - Solana

• 00:40:00 - XRP

• 00:41:00 - Dogecoin

• 00:41:45 - Litecoin

• 00:42:00 - Cardano

• 00:42:15 - Polkadot

• 00:42:30 - Shiba Inu

• 00:43:00 - Crypto Questions (Physical vs. Cash Settlement)