On this Market Cap episode,
@joshua_j_lim, Global Co-Head of Markets at
@FalconXGlobal, joins our Director of Institutional Partnerships
@stefanosanabria.
Joshua explains how crypto’s investor base has shifted toward professional asset managers, increasing demand for options and other limited-loss structures while moving Bitcoin ownership toward ETFs, digital asset treasuries, and managed accounts.
We also examine how crypto-native market structure is expanding into equities, commodities and prediction markets, while traditional finance adopts 24/7 markets, perpetuals and tokenized collateral.
Chapters
03:56 Capital Rotates From Crypto Into AI
09:41 ETF Options Overtake Crypto-Native Venues
12:19 The Changing Guard of Crypto Investors
18:03 Why 24/7 Markets Change Risk Management
19:47 Crypto Perps Open Access to Global Equities
22:11 Prediction Markets Are Really Risk Transfer
25:08 Turning Private Risk Into Tradable Markets
29:13 Regulation Creates Trade-Offs for Market Access
32:07 Access Is Really a Network Problem
39:28 Crypto and TradFi Are Converging Both Ways
43:34 Why Most Altcoins Still Lack Long-Term Value
50:31 FalconX’s New Synthetic Linear Instruments
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On Market Cap we speak with firms and individuals to explore the thinking that guides them, the patterns they observe, and other forces moving the markets.