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The House View

FalconX
Bitcoin
Ethereum
Digital Asset Treasuries
Cryptocurrency
Liquidity
Crypto Market
Investing
Market Sentiment
Solana
Public Companies
Federal Reserve
Equities
Labor Market
Falconx
Mergers and Acquisitions
Liquidation Events
PIPE
SPAC
Federal Open Market Committee
Crypto Assets

Live from the FalconX trading floor: Introducing The House View, our new bi-weekly podcast breaking down what moved markets this week in 10 minutes.

PublishesTwice monthlyEpisodes10Founded5 months ago
Number of ListenersCategory
Business

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Artwork for The House View

Latest Episodes

Institutional sentiment is shifting as markets head into year-end. While clients remain short-term cautious, conviction in BTC – and in several key 2026 catalysts – is strengthening. From a brighter macro outlook, to a more accommodative regulatory e... more

A sharp turn in macro over the past two weeks has reshaped risk sentiment across digital assets. With a December rate cut now priced out, equities under pressure, and over $1B in liquidations hitting the crypto market, traders are reassessing positio... more

Following the Fed’s latest meeting, crypto markets have entered a period of low conviction – with traders rotating into safer assets and volumes pulling back from recent highs.

Colin Farrell (Senior Manager, Institutional Coverage) sits down with Gr... more

October 10th, 2025, marked a seismic moment for digital assets – the largest liquidation event in the history of crypto. Nearly $20B in positions were wiped out in hours, sending shockwaves across majors and alts alike.

Colin Farrell (Senior Manager... more

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Recent Guests

Griffin Sears
Head of Derivatives
FalconX
Episode: Macro Turns, Market Turbulence: How Clients Are Positioning Into Year-End

Host

Colin Farrell
Senior Manager of Institutional Coverage

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Talking Points

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Digital Assets on the Books – The Next Phase of DATs
Q: What is the next phase for DATS?
The next phase involves broader adoption of crypto as a mainstream technology, with companies likely holding Bitcoin and other crypto assets as standard practices.
Digital Assets on the Books – The Next Phase of DATs
Q: Could investor sentiment also be a contributing factor to the MNAP compression?
Yes, investor sentiment can influence overall market bullishness and is considered a factor in MNAP compression, particularly for DATs listed in the US.
Alt Season Loading? Crypto's Path to Year-End Rally
Q: What happens if that doesn't materialize?
If expectations of easing do not materialize, it might slow down the current momentum, creating uncertainty.
Alt Season Loading? Crypto's Path to Year-End Rally
Q: How much do you think is seasonality related?
Crypto is becoming more tied to general liquidity and external market factors, suggesting that October could see stronger performance.
Alt Season Loading? Crypto's Path to Year-End Rally
Q: Where do you think there's value right now? What's looking cheap? What's looking rich in that context?
Names that are well bid by treasury companies are likely to hold well going forward, with inflows into top 30 names supported by different investor bases.

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Frequently Asked Questions About The House View

What is The House View about and what kind of topics does it cover?

Focusing on the ever-evolving landscape of the cryptocurrency market, a bi-weekly offering captures the latest trends and market shifts through succinct discussions among seasoned market analysts. Each episode typically covers significant events from the past week, including insights on how monetary policy changes, seasonal cycles, and trading behaviors impact both traditional and digital asset markets. Noteworthy topics include the implications of Federal Reserve meetings, the performance of major cryptocurrencies like Bitcoin and Ethereum, and the effects of external catalysts such as ETF launches and economic forecasts. This podcast is particularly unique for its quick yet comprehensive analysis, catering to listeners looking to stay inf... more

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Which podcasts are similar to The House View?

These podcasts share a similar audience with The House View:

1. Unchained

How many episodes of The House View are there?

The House View launched 5 months ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The House View?

Recent guests on The House View include:

1. Griffin Sears

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