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July 28, 2025 37 mins
In this episode, host Mark Longo dives into the dynamic world of crypto derivatives, focusing on Bitcoin, Ethereum, and other altcoins. Joined by Bill Uliveri from Cenacle Capital Management, they discuss market trends, recent developments, and trading strategies. Key highlights include PayPal's enabling of Bitcoin payments, Ethereum's impressive resurgence, the evolving market cap rankings with XRP overtaking Tether, and Bill’s investment strategies using cash-secured puts in IBIT and Circle. The episode also touches on the exciting prospects for altcoins like Solana and Sui, while providing insights into the current state of volatility and skew in major crypto assets. The session concludes with listener questions and a look at the latest trends in the VIX and other intriguing trade opportunities.
 
01:05 Welcome to the Crypto Rundown
04:06 Bitcoin Breakdown
05:20 PayPal's Cryptocurrency Integration
06:26 Bitcoin Market Analysis
08:30 Volatility and Skew in Crypto Markets
17:47 Altcoin Universe
19:16 Top Cryptocurrencies by Market Cap
20:00 Ethereum's Resurgence
22:07 Wall Street's Influence on Crypto
24:42 Crypto Market Trends and Predictions
29:32 Listener Questions and Insights
29:59 Weekly Straddle Choices
32:58 Show Wrap-Up and Final Thoughts
 
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