The Crypto Rundown 289: The Netflix of Stablecoins Plus The Rise of ETHZilla!!!
Release Date: 09/09/2025
The Crypto Rundown 305: A Hot New Altcoin On The Horizon?
The Crypto Rundown
Is Bitcoin losing its "Digital Gold" status to traditional metals? Host Mark Longo and Bill Ulivieri of Cenacle Capital Management kick off 2026 by breaking down a frustratingly quiet crypto market. While BTC and ETH move like "widows and orphans" stocks, a new institutional player—The Canton Network—is appearing on the horizon. In this episode, we dive into: The BTC Breakdown: Analyzing the massive gap between Bitcoin and Gold performance. Volatility Shifts: How IBIT and TradFi are killing the legendary "crypto upside skew." Altcoin Universe: Why Ethereum is "sleeping" and what's...
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The Crypto Rundown 304: A Hot Start to The New Year
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Bitcoin is back north of $90k and the crypto markets are firing on all cylinders to kick off 2026! Mark Longo returns for the first Bitcoin Breakdown of the year to analyze the massive "love fest" in digital assets and what the data tells us about the months ahead. In This Episode: The Bitcoin Breakdown: Bitcoin surges nearly $7,000 in a single week. We compare the current $94k levels to the start of 2025 and discuss whether BTC is truly acting as "digital gold". Volatility & Skew Analysis: Using Amberdata metrics, we look at the spike in weekly and monthly vol, and the shifting skew...
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The Crypto Rundown 303: Looking Back on a Wild Year in Crypto
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The 2025 Crypto Year in Review | Bitcoin Breakdown & The IBIT Revolution As we close the books on an insane 2025, Mark Longo and Greg Magadini from Amberdata sit down for the final episode of The Crypto Rundown of the year. It has been a year of massive adoption, regulatory shifts, and the definitive "IPO moment" for Bitcoin. From the explosion of IBIT options to the wild rollercoaster of Ethereum and the rise of digital asset treasuries, we break down the data that defined the last 12 months. Inside This Episode: The 2025 Bitcoin Retrospective: Bitcoin started the year in the mid-90s,...
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The Crypto Rundown 302: The Million Dollar Question
The Crypto Rundown
The Crypto Rundown 302: Holiday Whipsaws & The $90k Bitcoin Battle Episode Summary: Bitcoin is entering the holiday stretch with a fight for the $90,000 handle following the Fed's final interest rate cut of 2025. Host Mark Longo breaks down the high-stakes leverage building in the crypto markets. We analyze the "sell-the-open" pattern hitting U.S. sessions, the massive open interest in Bitcoin futures, and why the $85,000 floor remains the most critical support level for the end-of-year "Santa Rally."
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The Crypto Rundown 301: White Walkers and The Shadows
The Crypto Rundown
Mark Longo welcomes Greg Magadini of Amberdata for The Crypto Rundown to dissect the crypto market's weakness following the latest Fed meeting. As Bitcoin (BTC) drops back below the $90,000 level and altcoins like Ethereum (ETH) and Solana (SOL) pull back, the hosts analyze critical volatility indicators and options flow to determine if a full "crypto winter" is approaching, or if it's time to buy the dip. Key Discussion Points & Trading Insights Is Winter Coming? Bitcoin has pulled back $4,000 post-FOMC, leading to a highly divided audience poll on whether to buy the dip or prepare for...
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The Crypto Rundown 300: Time to Sell Some Puts?
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This week on The Crypto Rundown, we dive into the latest trends in Bitcoin and Ethereum options trading and the broader cryptocurrency derivatives markets. We analyze Bitcoin's recent rally, its price movement, and the shifting volatility landscape. We also explore the critical dynamics of Ether (Ethereum), focusing on its current volatility levels and key factors impacting its price action. Deep-Dive Analysis: Why the MSTU reverse split makes it a hot target for options trading right now. Expert Insight: Greg Magadini from Amberdata joins the show to share his outlook on Ethereum, Solana,...
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The Crypto Rundown 299: Hawkish Japan Spurs Panic Skew and Altcoin Unwind Risk
The Crypto Rundown
In this episode of 'The Crypto Rundown,' hosted by Mark Longo from the Options Insider Radio Network, the focus is on the latest developments in the cryptocurrency market. The episode delves into the trading activities, trends, and volatility within the crypto derivatives markets, with a particular spotlight on Bitcoin (BTC) and Ethereum (ETH). Greg Magadini from Amberdata joins the conversation to provide in-depth analysis on market movements, volatilities, and the digital asset class. The discussion covers topics such as the impact of global monetary policies on crypto markets, the...
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The Crypto Rundown 298: Bloodletting Abates, but Bearish Skew Lingers
The Crypto Rundown
HOST: Mark Longo, The Options Insider This show provides an in-depth analysis of the latest trends, trading activities, and market developments in the crypto derivatives market. It covers various cryptocurrencies including Bitcoin, Ethereum, and several altcoins. It discusses their performance, volatility, trading volumes, and market sentiment. Key segments include the Bitcoin breakdown, an exploration of altcoin activities, and listener questions on asset allocation for the coming year. Notably, the episode also discusses how the market behavior of different cryptocurrencies has changed...
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The Crypto Rundown 297: McRib & Sketchy Crypto Neighborhoods
The Crypto Rundown
HOST: Mark Longo, The Options Insider CRYPTO HOT SEAT: Greg Magadini, Amberdata In this episode, we delve into the latest trends and activities within the crypto derivatives markets. We have an in-depth discussion on the recent volatility affecting Bitcoin and other major cryptocurrencies like Ethereum and Solana. Notable market movements and psychological price levels are analyzed, including Bitcoin's fall below the critical $100K mark and Ethereum's struggles to maintain support above 3000. Greg also explores various option trading strategies such as collars, put calendars, and risk...
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The Crypto Rundown 296: Addicted to Crypto Volatility & TikTok Dances
The Crypto Rundown
HOST: Mark Longo, The Options Insider CO-HOST: Bill Ulivieri, Cenacle Capital Management In this episode, Mark and Bill discuss trading strategies involving Bitcoin, Ethereum, and other cryptocurrencies. They explore topics such as the use of technical analysis in crypto trading, the implications of leveraged ETFs, and the significance of volatility and skew in current market conditions. The episode also covers specific trading instruments like bit mining stocks (BMNR), Marathon Digital Holdings (MARA), Circle, and the newly launched Bitwise Solana staking ETF (BSOL). Additionally, they...
info_outlineThis episode features Mark Longo and Greg Magadini from Amberdata analyzing the latest trends in the crypto derivatives market. The show begins with a discussion on Bitcoin's surprising stability over the past two weeks and how its market behavior is diverging from gold. Greg notes the significant shift to a negative long-term skew, suggesting a new, more mature risk asset mentality among institutional traders. The hosts then dive into the most active crypto-related equities like IBIT, MARA, and MSTU, with a special, humorous segment on the new, highly volatile stock, ETHZilla. They close with a look at the altcoin market and a Crypto Questions segment on the viability of physically-settled vs. cash-settled crypto derivatives, with an overwhelming majority of listeners favoring the latter.
Timestamps
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00:00:00 - Introduction and Welcome
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00:03:00 - The Bitcoin Breakdown (BTC)
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00:15:20 - The Altcoin Universe
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00:16:30 - Bitcoin-related equities: IBIT
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00:18:45 - MARA
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00:20:00 - MSTU
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00:23:45 - ETH
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00:30:20 - BMNR
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00:31:30 - CRCL
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00:34:00 - ETHZilla
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00:39:00 - Solana
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00:40:00 - XRP
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00:41:00 - Dogecoin
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00:41:45 - Litecoin
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00:42:00 - Cardano
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00:42:15 - Polkadot
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00:42:30 - Shiba Inu
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00:43:00 - Crypto Questions (Physical vs. Cash Settlement)