In this episode, we focus on three of the biggest crypto stories of the week: Circle’s Q1 results and ARC token announcement, Bitcoin’s more nuanced setup after strong ETF demand ran into a hotter CPI print, and Ethereum’s increasingly important staking and float dynamics.

Main sections

  • (01:21 - 10:17) Circle’s Q1 results & ARC token
  • (10:17 - 19:16) Bitcoin after CPI
  • (19:16 - 23:12) The macro framework for crypto
  • (23:12 - 32:18) Ethereum’s setup

Speakers
 Colin Basco — Quantitative Strategist (X: https://x.com/colin_basco)
 Greg Sutton — Head of Prime Trading


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