The House View

FalconX
  • 5.0 (4)
  • 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. 6D AGO

    The Death of the Weekend: How Traders Hedge Risk When Markets Close

    In this episode of The House View, Colin Farrell, Senior Manager of Institutional Coverage, sits down with Griffin Sears, Head of Derivatives, to unpack how market structure is evolving in an always-on world. The conversation explores how geopolitical volatility is accelerating the need for 24/7 liquidity, how institutional investors are using Bitcoin options as a weekend macro hedge, and how prediction markets are being used as signal rather than execution.  They also discuss the surge in weekend trading activity, the role of venues like Hyperliquid in expanding access to continuous markets, and how traders are positioning through uncertainty with elevated volatility, persistent put skew, and increased demand for hedging instruments. 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.

    8 min

  2. MAR 19

    Transparency Over Yield: Rethinking Crypto Credit After 10/10

    In this episode of The House View, Craig Birchall, Head of Credit at FalconX, sits down with Anthony DeMartino, CEO & Co-Founder of Sentora, to unpack how crypto credit markets are evolving in the aftermath of the October 10 dislocation. The conversation explores why transparency has become non-negotiable for onchain credit, how real-world assets (RWAs) need to be redesigned - not just tokenized - to work in DeFi, and what’s holding back institutional adoption. They also discuss why onchain yields have compressed, the risks embedded in duration and leverage, and how new structures like barbell strategies could define the next phase of onchain credit. 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

  3. MAR 6

    Back to Volatility: Traders Return as Bitcoin Leads

    Markets may close on Friday, but the world doesn’t. In this episode of The House View, Colin Farrell, Senior Manager of Institutional Coverage at FalconX, sits down with Sebastian Cohen, Head of Spot Trading, to break down what the FalconX trading desk is seeing as volatility returns to crypto markets. The conversation explores how geopolitical developments are driving activity back into markets, why Bitcoin is leading the latest rally, and where institutional clients are positioning across majors and select DeFi tokens. The conversation also examines why platforms like Hyperliquid are gaining traction as traders increasingly demand 24/7 access to global 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. 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.

    7 min

  4. FEB 19

    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

  5. 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

  6. 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

  7. 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

  8. 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
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Ratings & Reviews

5
out of 5
4 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
    17
  • Rating
    Clean
  • Copyright
    © FalconX
  • Show Website
    The House View

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