The House View

FalconX
  • 5.0 (3)
  • BUSINESS
  • UPDATED BIWEEKLY

Live from the FalconX trading floor: Introducing The House View, our new bi-weekly podcast breaking down what moved markets this week in 10 minutes.

  1. 2D AGO

    Proof of Energy: Incentives, Infrastructure & the Physical Economy

    Energy infrastructure is becoming the binding constraint of the AI era – and legacy grids were never designed for 24/7 compute demand. In this episode of The House View, Brandon Cigri, Head of Onchain Ecosystems at FalconX, sits down with Sean Murray, Head of Special Projects at Fuse Energy, to unpack how modern energy markets actually function – and why coordination, not generation, is the true bottleneck. Tune in for a deep dive into volatility, infrastructure, and the emerging intersection between crypto-native coordination and real-world energy systems. Disclaimer: This podcast is provided for informational purposes only and should not be relied on or considered to be (i) an offer, or solicitation of an offer, to invest in, or to buy or sell, any interests or shares, or to participate in any investment or trading strategy, (ii) intended to provide accounting, legal, or tax advice, or investment recommendations, or (iii) an official statement of FalconX. Past performance is not indicative of future results. Information contained in this podcast is not and should not be regarded as investment advice, investment research, debt research, or derivatives research for the purposes of the rules of the US Commodity Futures Trading Commission or any other relevant regulatory body.  FalconX and any podcast participants  may hold positions in assets discussed, which may change without notice.  All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinion of FalconX.   Investing in digital assets and derivatives involves significant risks, including loss of capital. Prior to entering into any proposed transaction, recipients should determine, in consultation with their own investment, legal, tax, regulatory and accounting advisors, the economic risks and merits, as well as the legal, tax, regulatory and accounting characteristics and consequences of the transaction. "FalconX" is a marketing name for FalconX Limited and its affiliates. For more information, please visit falconx.io.

    16 min

  2. FEB 4

    APAC Crypto Derivatives: Yield, Volatility & Institutional Flow

    Institutional crypto activity in APAC looks fundamentally different from the US and Europe –  and derivatives sit at the center of that divergence. In this episode of The House View, Ivan Lim, Senior Derivatives Trader at FalconX, is joined by Sean McNulty, APAC Derivatives Trading Lead, to unpack how APAC institutions deploy crypto derivatives through outcome-based, yield-focused structures rather than outright directional bets.  The conversation explores why accumulators, covered calls, and structured products dominate regional flows, how this behavior systematically softens implied volatility during Asia trading hours, and what recent onchain and DEX activity signals about the durability of institutional risk transfer during market stress. Disclaimer: This podcast is provided for informational purposes only and should not be relied on or considered to be (i) an offer, or solicitation of an offer, to invest in, or to buy or sell, any interests or shares, or to participate in any investment or trading strategy, (ii) intended to provide accounting, legal, or tax advice, or investment recommendations, or (iii) an official statement of FalconX.  Information contained in this podcast is not and should not be regarded as investment advice, investment research, debt research, or derivatives research for the purposes of the rules of the US Commodity Futures Trading Commission or any other relevant regulatory body.  FalconX and any podcast participants  may hold positions in assets discussed, which may change without notice.  All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinion of FalconX.   Investing in digital assets and derivatives involves significant risks, including loss of capital. Prior to entering into any proposed transaction, recipients should determine, in consultation with their own investment, legal, tax, regulatory and accounting advisors, the economic risks and merits, as well as the legal, tax, regulatory and accounting characteristics and consequences of the transaction. "FalconX" is a marketing name for FalconX Limited and its affiliates.For more information, please visit falconx.io.

    9 min

  3. JAN 22

    Crypto, Liquidity & the New Institutional Playbook: Gold, Bitcoin, and Onchain Markets

    As crypto and traditional markets continue to converge, liquidity, not narratives, remains the defining force. In this episode of The House View, FalconX’s Josh Lim, Global Co-head of Markets, sits down with Sam Gaer, CIO of Monarq Asset Management, to discuss the macro and structural dynamics shaping digital asset markets today. From the growing divergence between gold and Bitcoin, to regulatory uncertainty surrounding the Clarity Act, Sam explains why institutions remain cautious – and why Bitcoin ultimately trades on the price of money and global liquidity. The conversation also dives into Monarq’s investment theses, including high-conviction views on Hyperliquid, the evolution of altcoins, and why Canton Networks may be foundational to 24/7 onchain clearing across capital markets. Disclaimer: This podcast is provided for informational purposes only and should not be relied on or considered to be (i) an offer, or solicitation of an offer, to invest in, or to buy or sell, any interests or shares, or to participate in any investment or trading strategy, (ii) intended to provide accounting, legal, or tax advice, or investment recommendations, or (iii) an official statement of FalconX.  Information contained in this podcast is not and should not be regarded as investment advice, investment research, debt research, or derivatives research for the purposes of the rules of the US Commodity Futures Trading Commission or any other relevant regulatory body.  FalconX and any podcast participants  may hold positions in assets discussed, which may change without notice.  All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinion of FalconX.   Investing in digital assets and derivatives involves significant risks, including loss of capital. Prior to entering into any proposed transaction, recipients should determine, in consultation with their own investment, legal, tax, regulatory and accounting advisors, the economic risks and merits, as well as the legal, tax, regulatory and accounting characteristics and consequences of the transaction. "FalconX" is a marketing name for FalconX Limited and its affiliates. For more information, please visit falconx.io.

    21 min

  4. JAN 8

    Early 2026 Market Outlook: Regulation, BTC Flows & Institutional Demand

    The year is off to an exciting start for crypto and broader markets. In this episode of The House View, Griffin Sears (Head of Derivatives) sits down with Ravi Doshi (Global Co-Head of Markets) to unpack the forces shaping early 2026. From the Clarity Act and institutional inflows into BTC ETFs, to shifts in volatility and derivatives activity, the pair discusses how regulation and market structure developments are setting the stage for a pivotal year in digital assets.

    7 min

  5. 12/11/2025

    Cautious Optimism & Catalysts Ahead: What Institutional Investors Expect in 2026

    Institutional sentiment is shifting as markets head into year-end. While clients remain short-term cautious, conviction in BTC – and in several key 2026 catalysts – is strengthening. From a brighter macro outlook, to a more accommodative regulatory environment, to the next wave of institutional market structure, 2026 is shaping up to be a pivotal year for digital assets. In this episode of The House View, Colin Farrell (Senior Manager, Institutional Coverage) sits down with Josh Barkhordar (Head of Sales) to unpack what clients are thinking – and how they’re positioning next. They cover everything from range-bound majors and fading alt sentiment, to the rise of privacy coins, DAT consolidation, stablecoin legislation, and the growing overlap between crypto and prediction markets.

    10 min

  6. 11/19/2025

    Macro Turns, Market Turbulence: How Clients Are Positioning Into Year-End

    A sharp turn in macro over the past two weeks has reshaped risk sentiment across digital assets. With a December rate cut now priced out, equities under pressure, and over $1B in liquidations hitting the crypto market, traders are reassessing positioning heading into a heavy data week. Colin Farrell (Senior Manager, Institutional Coverage) sits down with Griffin Sears (Head of Derivatives) to break down what’s driving the turbulence: from shifting expectations around Fed policy, to momentum-driven flows, to the rise in downside hedging among institutional clients.

    6 min

  7. 11/04/2025

    Flight to Safety: Navigating a Low-Conviction Crypto Market

    Following the Fed’s latest meeting, crypto markets have entered a period of low conviction – with traders rotating into safer assets and volumes pulling back from recent highs. Colin Farrell (Senior Manager, Institutional Coverage) sits down with Griffin Sears (Head of Derivatives) to unpack what’s driving this “flight to safety,” how macro uncertainty is shaping digital asset positioning, and where short-term catalysts could reignite momentum. From shifts in perpetual funding rates and spot-to-futures basis, to the return of stablecoin dominance and selective institutional flows, the two break down what’s actually happening beneath the surface – and what signals they’re watching next.

    5 min

  8. 10/16/2025

    Navigating Volatile Markets: Beyond the "Black Friday" Shock

    October 10th, 2025, marked a seismic moment for digital assets – the largest liquidation event in the history of crypto. Nearly $20B in positions were wiped out in hours, sending shockwaves across majors and alts alike. Colin Farrell (Senior Manager, Institutional Coverage) sits down with Griffin Sears (Head of Derivatives) to unpack what actually happened on “Crypto’s Black Friday” – and what it means for traders, funds, and the broader market structure going forward. From cascading liquidations and leverage loops to the resilience of institutional buy-the-dip flows, the two explore why this wasn’t just another flash crash – and how it could reshape risk management across exchanges, OTC desks, and traditional venues.

    9 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

Live from the FalconX trading floor: Introducing The House View, our new bi-weekly podcast breaking down what moved markets this week in 10 minutes.

Information

  • Creator
    FalconX
  • Years Active
    2025 - 2026
  • Episodes
    14
  • Rating
    Clean
  • Copyright
    © FalconX
  • Show Website
    The House View