David Lawant is Head of Research at FalconX, a leading institutional crypto prime brokerage in the US. He joins host Aaron Stanley to talk about crypto market structure heading into 2025, notably the incredible liquidity surge seen after the US elections in November.

Lawant argues that these liquidity trends, combined with an improving regulatory environment and clearer investment thesis, could make this bull cycle different from previous ones.

We also discuss his previous experience in crypto and equity research roles at Bitwise, Hashdex and Itau

You can connect with David on Linkedin   / david-lawant  

0:00 - Introduction

1:01 - David's career journey from software engineering to crypto

2:42 - What is a prime brokerage? How FalconX serves institutions

7:07 - Evolution of crypto prime brokerage

8:35 - Understanding institutional order routing and liquidity

13:00 - Evolution of institutional crypto adoption in the US

16:31 - Financial advisor adoption and challenges

21:41 - Impact of spot Bitcoin ETFs on advisor adoption

24:19 - [Sponsor break] MorphWare

25:10 - Post-election market trends and liquidity analysis

29:27 - Outlook for regulatory developments

31:27 - Comparing current cycle to previous bull markets

36:44 - Brazilian crypto market analysis

40:57 - Brazilian institutional adoption vs US market

42:59 - Looking ahead to 2025: Key trends to watch

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