FalconX’s Post

Bitcoin is waking up – but options never slept. BTC just rallied 10% into Q4, nearing its all-time high. But the real action? It’s been in the options market all year. In this week’s Crypto Liquidity & Flows, our Head of Research, David Lawant, and Senior Crypto Research Associate, Martin Gaspar, break down three key shifts driving the market: ➾ The rise of TradFi venues like IBIT ➾ Diverging investor behavior across options platforms ➾ What the volatility surface is signaling about positioning and risk BTC options are no longer niche – they’re driving price action, informing sentiment, and reshaping market structure. Read more below.

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