EPISODE · Mar 6, 2026 · 51 MIN
Crypto Outperforms Amid Iran War Escalation #101
from Crypto Options Unplugged · host Deribit Exchange
Crypto shows resilience amid escalating Middle East conflict: US strikes on Iran trigger weekend drop, kinetic war fears push oil +20%, stocks were hammered — yet BTC holds ~67K range (no sub-60K flush), ETH stable. Liquidations appear exhausted; no major sellers left? Or head-fake before next leg? Guest Jason Urban (Co-Head Digital Assets, Galaxy Digital) joins Imran & David: background from Goldman index vol → DRW → Galaxy. Views crypto as maturing asset class — still collegial, but tribal narratives fading. BTC medium-term constructive (bottom near/in, back-half rally likely); altcoins bifurcate (winners emerge on real economics/use cases vs. hype). Solana micropayments pivot promising; ETH tokenized RWAs dominant. TradFi convergence + AI complementarity supportive; geopolitics favors BTC (freedom from debasement). Short-term cautious (risk off), but fundamentals scream higher. Like and subscribe for moreDeribit FZE does not accept UAE retail clients or US clients, and clients from other restricted countries.
What this episode covers
Crypto shows resilience amid escalating Middle East conflict: US strikes on Iran trigger weekend drop, kinetic war fears push oil +20%, stocks were hammered — yet BTC holds ~67K range (no sub-60K flush), ETH stable. Liquidations appear exhausted; no major sellers left? Or head-fake before next leg? Guest Jason Urban (Co-Head Digital Assets, Galaxy Digital) joins Imran & David: background from Goldman index vol → DRW → Galaxy. Views crypto as maturing asset class — still collegial, but tribal narratives fading. BTC medium-term constructive (bottom near/in, back-half rally likely); altcoins bifurcate (winners emerge on real economics/use cases vs. hype). Solana micropayments pivot promising; ETH tokenized RWAs dominant. TradFi convergence + AI complementarity supportive; geopolitics favors BTC (freedom from debasement). Short-term cautious (risk off), but fundamentals scream higher. Like and subscribe for moreDeribit FZE does not accept UAE retail clients or US clients, and clients from other restricted countries.
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Crypto Outperforms Amid Iran War Escalation #101
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