EPISODE · Dec 10, 2025 · 1H 6M
Will The Last FOMC of 2025 Trigger A Santa Rally In Crypto #91
from Crypto Options Unplugged · host Deribit Exchange
Bitcoin chops sideways into the final FOMC of 2025 — 25 bps cut is priced to perfection, but the real game is the guidance: will Powell hint at aggressive 2026 cuts and, crucially, confirm front-end liquidity ops (“not-QE QE”) to ease funding stress? Imran & David debate the Bank of Japan headache (hiking into stagflation while forced to buy bonds = yen likely the escape valve) and why dollar-yen ripping to 200+ could actually be bullish for hard assets long-term. Today's special guest was James Check, co-founder of CheckonChain discussing what he's seeing from the on-chain and options world to guide his views into 2026.Deribit FZE does not accept UAE retail clients or US clients, and clients from other restricted countries.
What this episode covers
Bitcoin chops sideways into the final FOMC of 2025 — 25 bps cut is priced to perfection, but the real game is the guidance: will Powell hint at aggressive 2026 cuts and, crucially, confirm front-end liquidity ops (“not-QE QE”) to ease funding stress? Imran & David debate the Bank of Japan headache (hiking into stagflation while forced to buy bonds = yen likely the escape valve) and why dollar-yen ripping to 200+ could actually be bullish for hard assets long-term. Today's special guest was James Check, co-founder of CheckonChain discussing what he's seeing from the on-chain and options world to guide his views into 2026.Deribit FZE does not accept UAE retail clients or US clients, and clients from other restricted countries.
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Will The Last FOMC of 2025 Trigger A Santa Rally In Crypto #91
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