Dec 04, 2024
CFB Talks Digital Assets Episode 32: Bitcoin ETF Options are here! Featuring FalconX's David Lawant and Nello Cafcules
As crypto’s banner year draws to a close, we’re stoked to welcome two of the most insightful experts in the capital markets space to CFB Talks Digital Assets.
FalconX is the world’s leading crypto prime brokerage, so who better to talk through the recent mammoth debut of options on Bitcoin ETFs, and a brace of other hot topics, than David Lawant, the firm's Head of Research, and Nello Cafcules, their ETF Business Development Manager.
- Join us as we explore why crypto ETF options represent multiple ‘unlocks’, and an even deeper digital asset convergence with TradFi than widely recognised
- Hear why the latest 13F filings make Nello “very bullish” on the chances of giant capital allocators adding Bitcoin ETFs in the coming year
- Evidence that ‘TAMPS’ - turnkey asset management providers - are making final preparations to on-ramp RIA clients to their platforms
- What’s in store on the regulatory front from the change of leadership at the SEC, and the super pro-crypto Trump administration? We explore potential for in-kind create/redeem Bitcoin ETFs, and more ....
- Why we should all keep a close eye on David’s ‘Liquidity Absorption Ratio’ concept for clues on when Bitcoin could break above $100k
Dive into our latest in-depth podcast chat for exclusive insights on all these points and a lot more!
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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell any of the underlying instruments cited including but not limited to cryptoassets, financial instruments or any instruments that reference any index provided by CF Benchmarks Ltd. This communication is not intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. Please contact your financial adviser or professional before making an investment decision.
Note: Some of the underlying instruments cited within this material may be restricted to certain customer categories in certain jurisdictions.
Weekly Index Highlights, June 30, 2025
Digital assets rebounded on easing tensions. CF Capitalization rose 6–7%, thematic indices 8–11%. ETH staking yield fell to 2.65%, Solana’s rose to 6.64%. BVXS hit a low, CME options skew flattened, and realized volatility climbed to 29.81.
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CF Benchmarks Newsletter Issue 85
Qualified opinion offers a strong counterpoint to implied negative interpretations of the pace at which the SEC is progressing the digital asset product market.
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