# FalconX's David Lawant on the Tariff Aftermath, and What to Watch in The Next 100 Days

Page: https://stenobird.com/podcast/cfb-talks-digital-assets-6596525/falconx-s-david-lawant-on-the-tariff-aftermath-and-what-to-watch-in-the-next-100-days
Text version: https://stenobird.com/podcast/cfb-talks-digital-assets-6596525/falconx-s-david-lawant-on-the-tariff-aftermath-and-what-to-watch-in-the-next-100-days.md
Podcast: [CFB Talks Digital Assets](https://stenobird.com/podcast/cfb-talks-digital-assets-6596525)
Published: 2025-04-30T13:59:33+00:00
Episode link: https://rss.com/podcasts/cfb-talks-digital-assets/2008767
Audio file: https://content.rss.com/episodes/213732/2008767/cfb-talks-digital-assets/2025_04_30_13_59_04_a1e022d3-5659-46d4-ba4f-272a463c3310.mp3
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Duration seconds: 3477

## Resource

As markets contemplate what the next 100 days hold in store, we're stoked to have another dose of exclusive insights from FalconX's Head of Research, David Lawant, from his vantage point serving the biggest investors in the world. A small sample of topics you really don't want to miss: Meet Bitcoin's decoupling from alts, with institutions playing a bigger role via ETF flows One crucial difference between Bitcoin's 'tariff crash' and historical routs: volumes were 25%-50% lower this time 'Goldification': how BTC's dollar-defensiveness and flattening implied volatility make it more and more of a safe haven A surprise split between Solana client personas: did you know crypto native institutions trade more SOL than ETH? 'Ethereum is Dead' vs. 'Ethereum's Just Getting Started' - a tactical bias in ETH trading post ETF options debut CFTC-regulated 'perps' are coming - very probably! How markets are sleeping on the implications Get ready for whatever's next. Dive in now!

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## Transcript

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