We’re talking with two ‘in the crypto weeds’ traders/asset managers, Ben and Gary, about crypto’s -30% one day drop, coinbase, the most surprising (& scariest) things about the recent crypto crash, size and action in futures, options, and non-futures, “what if” bitcoin had blown up, the right to a free market, bitcoin as beta?, new Bitcoin offers (like bitcoin micros), the negatives and positives of volatility in the space, leverage upon leverage upon leverage, bitcoin as a portfolio diversifier, a VC model, Portnoy picking, risk metrics, and the future costs of production for cryptocurrencies.
Find the full episode links for The Derivative below:
Follow along with Ben on LinkedIn and Gary on Twitter at @garybasin.