Why Crypto Markets Are Mimicking Wall Street's Summer Lull | Markets Daily
CoinDesk Podcast Network
CoinDesk
4.8 • 689 Ratings
🗓️ 10 July 2025
⏱️ 21 minutes
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Summary
The latest price moves and insights with FalconX Global Co-Head of Markets Joshua Lim.
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FalconX Global Co-Head of Markets Joshua Lim breaks down why crypto's implied volatility is near historic lows, driving complacency in bitcoin and altcoins. Plus, how major moves in the digital assets industry including Circle's recent IPO and a series of new corporate treasury buying are influencing the broader crypto narrative.
This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.
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This episode was hosted by Jennifer Sanasie and Andy Baehr. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
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Transcript
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| 0:00.0 | The underlying bid behind the Bitcoin is a lot of these corporate treasury vehicles that |
| 0:05.4 | are buying up Bitcoin and Eith and Solana. |
| 0:08.2 | So that is new capital that's coming into the space. |
| 0:10.9 | And there's a lot of old capital, I would say, that's rotating out of crypto. |
| 0:25.3 | Everyone, I'm Jensen Assy here with Andy Bear, and this is your weekly markets Roundup. Joining us for today's show is Falcon X Global Co-head of Markets, Joshua Lim. Hey, Josh. |
| 0:32.2 | Hey, how's it going? Not bad. Thanks for joining us for our weekly Roundup. Now, we've got to start here. I know you've |
| 0:39.7 | noted that implied volatility in crypto is near historic lows. Talk to us about what's driving |
| 0:45.1 | complacency. Yeah, and, you know, there is some cyclicality to markets, as we all know, the summer |
| 0:50.7 | months tend to be a little bit slower. But I think there's something |
| 0:54.3 | a little bit bigger than that that's kind of driving this very rangebound market in Bitcoin |
| 0:59.6 | and majors, which is that a lot of interest and kind of the speculative capital that drives |
| 1:05.6 | crypto market activity has started to migrate away from crypto, right? We're seeing a lot of excitement amongst investors and even amongst people who were previously |
| 1:15.2 | trading all coins, you know, the sort of crypto DGEN community in trading these new equity |
| 1:20.0 | products that have crypto exposure. |
| 1:23.0 | You know, the biggest headline there is probably the Circle IPO that launched a couple |
| 1:27.1 | of weeks back. |
| 1:28.3 | We got to see some of the sort of 10x type returns that we haven't seen in crypto in all coins in a long time in equities. |
| 1:37.3 | So I think, you know, and there's a much easier access channels now for retail investors to migrate from crypto to equities through things like Robin Hood and the apps where it's now very easy to migrate funds from one category to the other. |
| 1:56.0 | So on our side, I think we're seeing that as a major trend that's kind of driving the range-bound |
| 2:02.6 | side of the markets. |
| 2:03.6 | We're also seeing the fact that, you know, there are a lot of early adopters in Bitcoin |
| 2:08.6 | and large holders that are taking advantage of the price of Bitcoin being up here. |
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