EPISODE · Feb 18, 2026 · 37 MIN
Crypto Calms - Dead Cat Bounce or Real Bottom? #99
from Crypto Options Unplugged · host Deribit Exchange
This week Imran and David host guest Sid Powell (Maple Finance co-Founder) to discuss the disconnect between crypto prices and the growth in activity and positive trajectory in the space regarding infrastructure build and regulatory clarity. Topics discussed include: Borrowing demand shifted from basis trade compression to reserve/OTC/yield strategies; inflows post-crash ($150M stablecoins) show yield hunger. TradFi interest surges (tokenized private credit/RWAs); quantum threat dampens retail/RIA adoption but solvable long-term. Outlook: constructive medium-term (Fed dovish shift + AI capex rationalization likely), but short-term chop/de-risk probable. Tokenization + institutional flows key catalysts; ETH benefits from credit/DeFi dominance.Deribit FZE does not accept UAE retail clients or US clients, and clients from other restricted countries.
What this episode covers
This week Imran and David host guest Sid Powell (Maple Finance co-Founder) to discuss the disconnect between crypto prices and the growth in activity and positive trajectory in the space regarding infrastructure build and regulatory clarity. Topics discussed include: Borrowing demand shifted from basis trade compression to reserve/OTC/yield strategies; inflows post-crash ($150M stablecoins) show yield hunger. TradFi interest surges (tokenized private credit/RWAs); quantum threat dampens retail/RIA adoption but solvable long-term. Outlook: constructive medium-term (Fed dovish shift + AI capex rationalization likely), but short-term chop/de-risk probable. Tokenization + institutional flows key catalysts; ETH benefits from credit/DeFi dominance.Deribit FZE does not accept UAE retail clients or US clients, and clients from other restricted countries.
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Crypto Calms - Dead Cat Bounce or Real Bottom? #99
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