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On the Margin: Everything You Need To Know About The New Bitcoin ETF Options | Jeff Park

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Manage episode 482506414 series 3664872
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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!

Follow Jeff Park: https://x.com/dgt10011

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started

Ledger, the global leader in digital asset security, proudly sponsors On The Margin.

As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.

MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

Learn more: https://www.mantrachain.io/

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

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

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.

  continue reading

417 episodes

Artwork
iconShare
 
Manage episode 482506414 series 3664872
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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!

Follow Jeff Park: https://x.com/dgt10011

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/Blockworks_

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join. Start your journey today at polkadot.com/get-started

Ledger, the global leader in digital asset security, proudly sponsors On The Margin.

As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.

MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Key Features:

Built using Cosmos SDK, IBC compatible, with CosmWasm supported

Secured via a sovereign PoS validator set

Scalable up to 10k TPS

Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs

Improved User Experience to onboard non-native users and institutions to Web3

Learn more: https://www.mantrachain.io/

Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

https://blockworks.co/event/digital-asset-summit-2025-new-york

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

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.

  continue reading

417 episodes

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