Flight to Safety: Navigating a Low-Conviction Crypto Market

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Episode 8: Flight to Safety: Navigating a Low-Conviction Crypto Market

Following the Fed’s latest meeting, crypto markets have shifted into defensive mode. Traders are favoring liquidity and stability over risk –  with lower volumes, tighter spreads, and renewed demand for stablecoins and BTC dominance.

In this episode, Colin Farrell (Senior Manager, Institutional Coverage) sits down with Griffin Sears (Head of Derivatives) to explore what’s driving the cautious tone across digital assets – and whether it signals a pause or a pivot.

Key Topics Covered:

  1. The Macro Overhang: How Fed guidance and yields are shaping crypto sentiment.
  2. The Flow Shift: Flight to safety across majors and stablecoins.
  3. Market Structure: Lower leverage, tighter spreads, and what that means for liquidity.
  4. Looking Ahead: Key catalysts and indicators for the next directional move.

Tune into Episode 8 now live onSpotify or Apple Podcasts to hear the full breakdown.

Disclaimer

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