Toxic Flow, Cancel Wars, and the Unstoppable Rise of Onchain Perps – The Chopping Block - Ep. 854

Toxic Flow, Cancel Wars, and the Unstoppable Rise of Onchain Perps – The Chopping Block - Ep. 854 – Unchained

Market views

Bullish

PERPDEX— Perpetual futures contracts are seen as a significant innovation in crypto trading, potentially capturing more than half of the traditional futures market due to their advantages for many traders.
STABLES— The passage of the Genius Act in the Senate with strong bipartisan support creates a favorable regulatory environment for stablecoins, potentially leading to increased adoption and use.
COIN— Coinbase's stock price has increased significantly following the passage of the Genius Act, potentially indicating a positive outlook for crypto-related companies in light of favorable legislation.

Bearish

TOXICFLOW— There's skepticism about the value of 'toxic' high-frequency trading flow in market structure, suggesting potential downsides or regulatory challenges for this trading approach.
CRYPTOEQUITIES— There's skepticism about the recent rally in crypto-related stocks, with comparisons to other potentially overvalued tech stocks suggesting the current valuations might be unsustainable.

Not investment advice.