Midcurve Media

Supercharged Basis Trade | Thomas Uhm

Episode Summary

In this interview, we sit down with Thomas Uhm, CCO at the Jito Foundation, to discuss how JitoSOL can supercharge the basis trade - one of the oldest and cleanest yield strategies in finance. We explore how institutional investors can stack staking yields on top of traditional basis returns through regulated ETF and CME futures products, the composability that enables everything from covered calls to QIS notes, and why double-digit delta-neutral returns on regulated exchanges could transform institutional crypto allocation. Timestamps 00:00:45 - Intro 00:02:30 - What is the basis trade? 00:06:45 - Why crypto derivatives trade at premium 00:09:15 - Institutional basis trade setup 00:10:22 - ETF significance for large asset managers 00:12:45 - How Jito supercharges returns 00:16:45 - Composability: ETFs, options, QIS products 00:19:44 - CME futures and market maker opportunities 00:21:00 - Timeline and regulatory outlook 00:25:10 - Portfolio allocation benefits 00:26:45 - Final pitch Stake with Jito: https://bit.ly/4asGYKK Follow on X: https://twitter.com/jito_sol Join the Jito Developers Discord: https://discord.gg/jito Join the Community Discord: https://discord.gg/jitocommunity Disclaimers: Nothing said on Jito YouTube is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. The hosts and guests may hold positions in the companies, funds, or projects discussed.

Episode Notes

In this interview, we sit down with Thomas Uhm, CCO at the Jito Foundation, to discuss how JitoSOL can supercharge the basis trade - one of the oldest and cleanest yield strategies in finance. We explore how institutional investors can stack staking yields on top of traditional basis returns through regulated ETF and CME futures products, the composability that enables everything from covered calls to QIS notes, and why double-digit delta-neutral returns on regulated exchanges could transform institutional crypto allocation.

 

Timestamps

00:00:45 - Intro

00:02:30 - What is the basis trade?

00:06:45 - Why crypto derivatives trade at premium

00:09:15 - Institutional basis trade setup

00:10:22 - ETF significance for large asset managers

00:12:45 - How Jito supercharges returns

00:16:45 - Composability: ETFs, options, QIS products

00:19:44 - CME futures and market maker opportunities

00:21:00 - Timeline and regulatory outlook

00:25:10 - Portfolio allocation benefits

00:26:45 - Final pitch

 

Stake with Jito: https://bit.ly/4asGYKK

Follow on X: https://twitter.com/jito_sol

Join the Jito Developers Discord: https://discord.gg/jito

Join the Community Discord: https://discord.gg/jitocommunity

 

Disclaimers: Nothing said on Jito YouTube is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. The hosts and guests may hold positions in the companies, funds, or projects discussed.