S01E02: Inside the Market Crash

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/3d/02/e1/3d02e136-9172-c854-6835-8a741af6566e/mza_17866019343732221592.jpg/600x600bb.jpg

Derive presents: High Signal

Derive.xyz

2 episodes

4 days ago

High Signal is Derive’s new weekly show, hosted by Head of Research Sean Dawson and BD Lead Ian Randle. The podcast explores the frontiers of DeFi, options, and derivatives, while also touching on scaling technologies, Layer 2s, ZK, and macro with some of the most respected voices in crypto.

Investing

Business

RSS

All content for Derive presents: High Signal is the property of Derive.xyz and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/44482749/44482749-1758767267055-451bb794cdc21.jpg

S01E02: Inside the Market Crash

Derive presents: High Signal

1 hour 7 minutes 2 seconds

3 weeks ago

S01E02: Inside the Market Crash

Episode 2: Inside the Crypto Market Crash.

In this episode, Sean and Ian break down one of the wildest 24 hours in recent memory, the Flash Crash that sent majors tumbling and shook the entire crypto market.

BTC, ETH, and SOL plunged 12–25%, alts cratered 50%+, and even US stocks took a hit. Meanwhile, USDe lost its peg and panic rippled across DeFi. But in the chaos, one surprise winner emerged: Zcash, surging after new institutional support from Grayscale and key endorsements from top KOLs like Naval.

What triggered the selloff? Was it China’s new rare earth export controls? Or something darker, like an insider profiting $190M amid mass liquidations on Aave and other platforms?

Sean and Ian unpack the numbers, the narratives, and the lessons from this event, including why perps are short volatility instruments (and why that matters for survival), how Wintermute didn’t blow up, and what this means for the next phase of the market.

Is this a Black Swan, or just another stress test in an over-levered system? And most importantly: can the bull run continue from here?

------------------------------------

About Derive XYZ:

Derive is the leading decentralized platform for institutional-grade on-chain options, perpetuals, and structured products.

Trade Crypto Options & Perpetual Futures on BTC and ETH with Ultra-low latency, deep liquidity, and pro features like Portfolio Margining, Cross-Asset Collateral & RFQ.

Derive.xyz is the largest decentralized options exchange by volume, built from the ground up to deliver institutional-grade execution with deep liquidity and ultra-low latency onchain. Derive supports advanced trading of crypto options, perpetuals, and structured products, all fully onchain.

With over $16.8B in total trading volume and $120.8M in TVL, Derive empowers users with automated, programmable strategies to build, grow, and preserve wealth. Co-founded by Nick Forster, Jake Fitzgerald, Mike Spain, and Dom Romanowski, Derive is redefining the standard for onchain Options, Futures and structured yield products.

🏇 Trade Now: https://x.com/DeriveXYZ

🅧 Twitter DeriveXYZ: https://x.com/derivexyz

🅧 Twitter Sean Dawson: https://x.com/SeanNotShorn

🅧 Twitter Ian Randle: https://x.com/CptRandlelwa

🔗 Derive Insights: https://insights.derive.xyz/