ACERCA DE ESTE EPISODIO
Josh Lim joins Matt from the FalconX trading desk to unpack crypto market's cautious positioning ahead of Powell's Jackson Hole speech.
With markets pricing in an 85% chance of September rate cuts, traders are derisking with put spreads and rotating out of large-cap names while eyeing treasury-backed alts ahead of Q4. Josh explains why crypto now moves with macro liquidity cycles - and why history suggests an October setup could spark the next altcoin rally.
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