Coinbase Markets Podcast
Each week the Coinbase Institutional team brings you the latest news and insights to help you navigate the crypto markets.
Episodes
AI's Crypto Threat, Labor vs Inflation, Bitcoin Tests $60K, and Hyperliquid's Competition
Description:
We discuss why this week's macro setup favors caution, as last week's strong jobs report makes the upcoming CPI print critical to the Fed's reaction function. We cover why Bitcoin's institutional bid is being tested, with ETF outflows acting as a double-edged sword and $60K standing out as a key level to hold. We also discuss how AI-assisted discovery of a critical Zcash vulnerabilit
Crypto Options & Perps Enter America, Bitcoin Breaks Down, and Higher-for-Longer Inflation
We discuss why oil remains the key macro pressure point for crypto as Iran-conflict escalation keeps inflation risk, the dollar, and higher-for-longer Fed expectations in focus. We cover why bitcoin’s setup has weakened below $70K, with ETF outflows, weak trend signals, softer holder profitability, and exchange inflows all pointing to a more fragile market. We also discuss Coinbase bringing regula
Fed Hawkishness, Nvidia Earnings Implications, and Tokenization Risks
We cover how the April Fed minutes challenged the one-way cut narrative, why Nvidia’s strong earnings and the broader AI CapEx cycle are supporting equities without necessarily lifting crypto, and how bitcoin has absorbed meaningful ETF outflows without breaking down. We also discuss the latest roadblock for tokenized equities.
Main sections
(01:25 - 06:50) Fed minutes and rates repricing
(06:5
Hyperliquid x Coinbase, Solana’s Alpenglow, and Bitcoin's Key Indicators (ft. Lark Davis)
we sit down with Lark Davis to discuss why hotter inflation data is forcing markets to rethink the Fed’s room to cut, and why that may keep crypto in a more selective regime. We cover whether Bitcoin is really an inflation hedge, why BTC dominance may stay elevated if liquidity remains tight, and how traders are weighing onchain data, technicals, and institutional ETF flows. We also discuss Solana
Circle’s ARC Token, Bitcoin’s CPI Test, and ETH's Staking Queue
In this episode, we focus on three of the biggest crypto stories of the week: Circle’s Q1 results and ARC token announcement, Bitcoin’s more nuanced setup after strong ETF demand ran into a hotter CPI print, and Ethereum’s increasingly important staking and float dynamics.
Main sections
(01:21 - 10:17) Circle’s Q1 results & ARC token
(10:17 - 19:16) Bitcoin after CPI
(19:16 - 23:12) The macro
AI Risks in DeFi, the Rise of Prediction Markets, and Bitcoin’s Critical Test
We connect the week’s biggest macro and crypto stories, from Iran-driven oil volatility and the equities earnings backdrop to bitcoin’s increasingly important test near $80K. We discuss why rising spot ETF inflows and tighter float have made BTC’s rebound more meaningful, but not yet a confirmed regime shift, and why the short-term holder cost basis remains the key level to watch. We also examine
Introducing the Coinbase Advanced Podcast
In this inaugural episode of the Coinbase Advanced podcast, we break down one of the most confusing macro environments in modern history as crypto sentiment snaps back amid Middle East negotiations. The conversation explores the blurring lines between risk-on and risk-off assets, the systemic security threats posed by Anthropic’s new Mythos AI model, and recent DeFi contagion events involving Kelp
The Fed's Double Bind, Bitcoin's Outperformance, Hyperliquid's Edge, and Bittensor’s Governance Shock
We unpack why oil remains the key macro lens for understanding markets as renewed Iran diplomacy, elevated crude prices, stronger labor data, and sticky inflation risks continue to shape the Fed backdrop and broader risk sentiment. We discuss why Bitcoin has remained relatively resilient in this environment and how we are thinking about the market in a headline-driven regime where tactical levels
AI Agents, Ethereum’s Comeback, and Crypto-Backed Mortgages
We unpack the latest cross asset price action in response to surging oil prices and what elevated energy prices could mean for inflation, the Fed, and broader risk sentiment. We then explore why AI agents may become one of the most important structural themes in crypto, as autonomous software increasingly needs wallets, payments, settlement, and coordination rails to transact at scale. We also dis
A New Crypto Taxonomy, Ethereum’s Supply Sink, and Tokenizing the S&P 500
In this episode, we step back from the macro noise and focus on the biggest crypto stories of the week:
(03:11 - 05:18) Why tokenization, stablecoins, AI agents, and onchain commerce are emerging as core crypto infrastructure themes. Plus, Coinbase Asset Management’s tokenized bitcoin yield fund on Base and what it says about institutional demand for compliant onchain products.
(05:18 - 08:51)
Crypto’s Divergence: Peak Pessimism, AI Agents, and Positive Signs for Altcoins
This week, we unpack some major crypto market themes:
The Iran shock has turned oil from a background variable into an active transmission channel for inflation and volatility, complicating the Fed’s path to rate cuts just as labor data quietly weakens in the background. What will the Fed do at its FOMC meeting this week?
Bitcoin has outperformed U.S. equities and large‑cap tech on a risk‑adjus
Revisiting the Oil Shock from Iran, Hyperliquid’s Edge, and U.S. Inflation Risks
In this episode, we unpack the latest escalation in the Iran conflict and why the move in oil matters for markets, inflation expectations, and the Fed. We discuss how a headline-sensitive geopolitical risk premium has made oil the key macro transmission channel again, why the duration of any supply disruption matters, and what that could mean for bitcoin if this evolves from a short-lived shock in
Iran Impact on Crypto Markets, Oil Shock, Block’s AI-driven Layoffs and Bitcoin Key Levels
In this episode, we unpack the latest escalation in the Iran conflict and why the Strait of Hormuz standoff may be affecting market volatility and inflation-risk. We discuss the initial stability in markets before sentiment sobered on Tuesday as spillover fears grew, with oil rallying as gold fell. We then pivot to Block’s 40% workforce cut, explicitly framed as an AI-driven operating model shift,
Cross-asset Course Correction
In this episode, we explore AI’s role in the recent cross-asset sell off and talk about what levels to watch on bitcoin in this mostly technically driven market. Negative gamma near the $60-70k zone may exacerbate downside moves, while positive gamma closer to $85-90k levels may pin price action to the upside. Indeed, despite Strategy (MSTR) buying BTC and Bitmine buying ETH over the last week, t
Quantum vs. Bitcoin: Preparing Without the Panic
On this episode, we sit down with Project 11 CEO Alex Pruden to unpack what quantum computing really means for bitcoin’s long‑term security — without the hype or doom scenarios. We break down realistic timelines for “cryptographically relevant” quantum computers, which parts of bitcoin are actually at risk, and why open blockchains may be better positioned to upgrade than legacy finance. The conve
The Relentlessness of Entropy
This week we discuss the sharp decline in crypto prices, which fell alongside gold after the nomination of Kevin Warsh as Fed chair, seemingly disproving the gold-to-bitcoin rotation narrative. We explore the lack of a clear marginal buyer for BTC, the increasing bearish positioning in the derivatives market, and the challenge for long-term holders. We also analyze the potential of digital asset t
Silver and Gold Stumble, Bitcoin Pinned by Technicals
The global macro landscape is shifting fast, and this week we dive into how it’s influencing bitcoin’s price. We’ll explore potential for a rotation between bitcoin and gold as precious metals come back into focus. Then, we look at the dramatic appreciation of the Japanese Yen and what speculation about US and Japanese authorities strengthening the currency means for crypto. We’ll also cover the p
Special Guest Richard Galvin, DACM’s Executive Chairman & CIO
This week, we step back from the day‑to‑day price action and bring on Richard Galvin, Executive Chairman & CIO at Digital Asset Capital Management (DACM), to frame the 2026 crypto cycle. We dig into how his TradFi background has shaped DACM’s investment philosophy, where he’s positioning across BTC and alts, and which tail risks he worries about most this year. The conversation covers how to chara
Looking Beyond the Bounce
We cover a lot of ground in this episode including:the effect of geopolitical developments on cryptothe persistence of the BTC inflation narrativeMSCI’s deferred DAT decisionviral prediction marketsOn the macro side, the focus is on the US CPI print for December and whether this will impact the Fed’s decision making in 2026. Together, this helps tell us whether this crypto bounce is the beginning
Crypto Kickoff 2026
We unpack our optimistic 1H26 crypto market outlook anchored on global liquidity support and rate-cut expectations, though energy prices and geopolitics represent potential tail risks. This may set the stage for momentum-led crypto performance and disciplined positioning. The discussion also covers the rise of tokenization—from tokenized equities to equity perps and higher collateral efficiency—an
Year-End Wrap + 2026 Outlook
In this year-end episode, our Coinbase Research team wraps up 2025 by grading their crypto market predictions from the previous year and discussing key themes for 2026. The hosts score their prior year outlook on macro trends, tokenization, and the resurgence of DeFi/DEX volumes. Find out which calls earned high marks and where projections were “overly optimistic.” They then look ahead and share t
Rents Are Too Damn High
Crypto racked up some wins this week with Vanguard and Bank of America opening the door for their clients to trade the asset class, though many still wonder why BTC isn’t trading substantively higher given all the good news. Our Head of Research, David Duong, remains constructive due to favorable macro conditions but acknowledges that it’s hard to identify the marginal buyer at the moment. That sa
Post-Thanksgiving Market Outlook
In this episode, Coinbase Research dissects the post-Thanksgiving crypto landscape, marked by low liquidity and high volatility. We debate a “trend variant” approach to dollar cost averaging (DCA), explore the implications of the Fed ending quantitative tightening, and the market implications of a highly anticipated December Fed rate cut—stressing that the commentary’s tone will matter more than m
No Man’s Land
Crypto markets have gone through a broad repricing as doubts about AI ROI, the unwind of the momentum trade, and renewed uncertainty around the December FOMC meeting collide. We unpack why this macro mix matters more than usual: a prolonged government shutdown has jeopardized October 2025 releases, adding to uncertainty about what comes next. That said, we think the signal from small business earn
Crypto Crosswinds: November Chop and Year-End Challenges
This episode unpacks a fragile week in crypto markets, discussing why reactive positioning can beat buying dips in downtrends, and what November’s liquidity signals could mean for a potential year‑end turn. We map the landscape of softening demand—from corporate treasuries to ETF outflows—alongside key technical zones that now define the range, and what renewed options hedging is signaling about d
Charting Crypto Signals, Ethereum vs Tempo + Arc, and Macro
Starting today, all Coinbase One US subscribers will have early access to Coinbase Research. If you’re a CB1 subscriber, check your inbox now. In this episode, we cover some of the topics from our latest Monthly Outlook. We also wade into the enterprise L1 debate following the announcement that long-time Ethereum Foundation researcher Dankrad Feist is joining Tempo — a new L1 focused on payments a
Skews, Spreads and the Battle for Perp DEX Supremacy
In this episode, we dig into whether there’s more downside ahead or if the worst is now behind us following the leverage flush on October 10. We discuss how elevated altcoin open interest set up cascading liquidations and why the reset cleans up positioning but doesn’t guarantee direction. Flows remain mixed with limited BTC dip‑buying, a concentrated ETH bid, and some ETF outflows—so we prefer re
Crypto’s Flash Crash
The phrase “Black Friday” now carries a very different connotation for crypto market participants following Friday’s flash crash that saw $19B in leveraged positions wiped out. Ostensibly, the catalyst for the move was the announcement of 100% tariffs and new export controls on China (subsequently walked back), but the unprecedented scale of the move suggests many moving parts to the story. We bre
Market Renaissance and Infrastructure Overhaul
Bitcoin pushed past $125,000 this week as US spot ETFs saw massive inflows, and corporate treasuries added to their reserves. With the US government shutdown, what data should we be looking at for markets? Meanwhile, SWIFT’s recent blockchain announcement suggests traditional finance is rapidly adapting to crypto realities, while Stripe’s revolutionary “Open Issuance” platform democratizes stablec
Uninspiring Price Action, Slowing TVL Growth, and RWA on Avalanche
This episode breaks down the key turning points in the current macro environment, exploring why risk assets are struggling despite recent Fed dovishness and what’s driving the recent pause in DeFi total value locked (TVL) growth, even as markets search for new catalysts. The conversation moves into real-world adoption, examining fresh stablecoin and asset-tokenization initiatives on Avalanche, and
Crypto Liquidations Drive Markets Lower
This week, the team analyzes the liquidation-driven downturn in BTC, ETH, and altcoins, alongside the broader macroeconomic outlook for Q4. Plus, Colin provides an in-depth analysis of ETH fundamentals, DAT activity, and developments on Base.Speakers:- Joshua Pak, Senior CES Sales Trader- Colin Basco, Institutional Research Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informat
DATs, the Fed and Seasonality
David and Colin answer three pressing questions from institutional investors: is the DAT cycle over? Do Fed cuts represent a local top? Does seasonality (e.g. Uptober) really matter in crypto? They also discuss what's happening with Nakamoto Holdings, how much the Fed could cut before the end of the year, and the most relevant market news. You don't want to miss this one.Speakers:David Duong, CFA
Nasdaq's Crypto Push and a Labor Market Shocker
Nasdaq's Crypto Push and a Labor Market ShockerDescription: This week, we're analyzing a market that's showing a clear divergence. Bitcoin is seeing strong inflows of over $620 million, while Ethereum is experiencing significant outflows of $880 million. Price action reflects this, with Bitcoin holding a tight range, Ethereum trading flat, and Solana outperforming with a 9% gain. We'll look at wha
Discussion with CEO of Pudgy Penguins, Luca Netz
This week, we sit down with Luca Netz, the CEO of Pudgy Penguins, to discuss the project and its vision. Additionally, the team shares insights on market expectations for September, a month historically known for seasonal challenges. We also explore the macroeconomic factors influencing prices.Speakers:Joshua Pak, Senior CES Sales Trader - ModeratorDavid Duong, Global Head of Institutional Researc
A discussion with Rekt and crypto's derisking ahead of Jackson Hole
This week we sit down with Ovie Faruq, founder of Rekt Brands, and talk through crypto's weakness ahead of Friday's Jay Powell speech. Speakers:Joshua Pak, Senior CES Sales TraderDavid Duong, Global Head of ResearchColin Basco, Institutional ResearchOvie Faruq, Founder of Rekt Brands Inc Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of p
Ethereum's Explosive Rally, Coinbase Unlocks DEXs & The Post-CPI Macro Game
Description: This week, we're digging into the market's reaction to the latest CPI data and what it means for the macro landscape as we look ahead to the Jackson Hole symposium. We'll discuss expectations for the event, the ongoing debate around potential new Federal Reserve appointments, and provide an update on the tariff situation.The main event in crypto is Ethereum's explosive +23% move on th
JPMorgan & Coinbase Partner, SEC Rewrites The Rules & Powell Heads to Jackson Hole
This week, we're analyzing the market's reaction to the recent Non-Farm Payrolls report, which hit our markets and has significantly increased rate cut expectations. We look ahead to the main event on the macro calendar: the Jackson Hole symposium, where Fed Chair Powell is scheduled to speak Friday morning on things including AI and the labor market, potentially setting the tone for the rest of t
BTC's large seller and ETH's continued outperformance
This week we dive into BTC's resilient price action in the face of challenging flow dynamics and break down ongoing ETH demand and broader macro trends.Speakers:Joshua Pak, Senior CES Sales TraderDavid Duong, Global Head of ResearchGregg Wysocki, Director Institutional SalesColin Basco, Institutional Research Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our c
ETH outperformance and crypto's growing market bid
This week we dive into BTC's falling dominance and ETH's banner inflows. The team also discusses ETH supply and demand fundamentals, SOL v ETH beta trades, and the Charting Crypto quarterly report.Speakers:Joshua Pak, Senior CES Sales TraderDavid Duong, Global Head of ResearchBen Rodriguez, Senior Protocol Speciali Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about
Morpho Labs Conversation + BTC marks fresh highs
This week we dive into market dynamics that led to crypto’s strong price action on the week. The team walks through flows, derivative markets, and meme coin thematics. We also spend time with Merlin Egalite, co-founder @ Morpho Labs to walk through Merlin’s vision of DeFi lending, Coinbase’s crypto backed loan product, and Morpho v2.Speakers:Joshua Pak, Senior CES Sales TraderDavid Duong, Global H
Crypto’s Continued Integration with Traditional Finance
This week, we’re diving into the accelerating convergence of traditional finance and crypto, headlined by the groundbreaking news that Fannie Mae and Freddie Mac are considering accepting crypto as valid assets for mortgage applications. This, combined with Circle’s recent application for a U.S. bank charter, signals a major shift in how digital assets are integrated into the core financial system
BTC Price Action, Stablecoins, and Prime Financing Updates
This week, we explore BTC's turbulent price movements amid a volatile geopolitical backdrop. The team dives into an analysis of price performance for crypto equity-linked assets, developments in stablecoins, and partnerships between credit card issuers and crypto-native applications. Zaid from the Prime Financing team provides insights into significant trends in the crypto lending market. Concludi
Mixed Signals? Plus Rate Decisions, A Stablecoin Vote & Corporate Debt
This week, we analyze a market sending mixed signals. While ETF flows for both BTC and ETH remain positive and perp funding rates are healthy, the COIN50 Index is down 5.2% on the week. This raises the question: are global markets accurately pricing risk, especially with low volatility in traditional markets (VIX
A Pivotal Week for Crypto: Navigating Stablecoin Legislation, Inflation Data & Corporate Signals
This week, we're tracking Ethereum's continued ascent, which has now seen an incredible 14 consecutive days of ETF inflows. Bullish sentiment is reflected across the board with both ETH and BTC basis trading above 10%, while Bitcoin's market dominance holds strong at 65.45%. We'll also dive into the recent strength in DeFi tokens like UNI, AAVE, and SKY following favorable comments from former SEC
ETH ETF Momentum Builds, BTC Outflows; Ethereum's "Wartime" Shift, Corporate Stacking & Jobs Data Focus
Description:This week, we dissect a shifting market landscape: perp funding rates remain moderate, but Ethereum's basis is notably trading above Bitcoin's, fueled by recent momentum and significant ETH ETF inflows, which starkly contrast with current BTC ETF outflows.Among the big movers, we're seeing gains in MKR, UNI, and CRO, while the COIN50 Index has dipped 4% over the past week. We also delv
Navigating New Peaks: Bitcoin Dominance, SOL vs. ETH, and Macro Factors
This week, we're diving into Bitcoin's surge to new all-time highs, with funding rates climbing, open interest nearing $100 billion, and BTC dominance holding strong at 61%. We'll explore expectations and market positioning as the major BTC Vegas conference kicks off and examine the bullish signal of the 200-day moving average golden cross. We also discuss how large Bitcoin holders are strategical
US/China Tariff Progress, Stablecoin Update & Coinbase Acquires Deribit
This week, we delve into the significant progress on US/China tariffs announced over the weekend, including reciprocal rate cuts effective May 14th, and discuss how crypto assets reacted during off-market hours, leading to notable moves. In the Bitcoin segment, we analyze ETF flows, question if BTC dominance has peaked, and provide an overview of the OP_RETURN proposal aiming to remove the 83-byte
Stablecoin Strategy & RWA Momentum
This week, we’re joined by special guest Tarun Gupta, CEO and co-founder of Coinshift, to discuss stablecoin adoption globally and his long-term vision for decentralized finance.In the market update, we highlight large inflows into BTC, CME flows up over 100% month-over-month, and a strong front-month basis at 11%. We also break down what's next for BTC and key support levels.On the macro front, w
Institutional Sentiment, ETF Momentum & Ethereum’s Road to Pectra
This week, we dive into the latest EY Digital Assets Survey and what it reveals about institutional sentiment: 85% of respondents increased their crypto allocations in 2024—and nearly the same expect to do so again in 2025. We unpack which assets are in focus, the critical role of regulation, and how institutions are beginning to engage with DeFi.On the market side, ETF inflows remain strong, esp
Bitcoin’s Strength, Ethereum’s Upgrades & the Future of Crypto Market
This week, we explore BTC’s continued strength—driven by ETF inflows, its digital-gold narrative and favorable option skew—while ETH sees institutional outflows. We highlight strong performances from AI-linked tokens like Render, FET, and TAO, and discuss how crypto has outpaced equities since Liberation Day.In macro, we unpack the potential for BTC decoupling, rising political influence on monet
Recession Proximity and Bitcoin’s Relative Resilience
This week we have Sarah Williamson (Coinbase Institutional’s Head of Financing Trading) joining us as a special guest. While optimism remains in short supply due to tariffs, we are seeing improving market structure around bitcoin and other key crypto assets. In this episode, we analyze recent derivatives performance, including sideways perp funding rates and emerging opportunities in options skew
Macro Tensions, Market Shifts & Coinbase 24/7 Derivatives Launch
This week, we dive into the evolving crypto and macro landscape—starting with the latest market signals: BTC dominance climbs to 69%, perp funding turns negative, and BTC options remain cautiously bearish. We also break down technical levels to watch, institutional flow trends, and how global equity valuations are influencing crypto sentiment.On the macro front, rising US-China uncertainty continu
Trading Strategies, Macro Trends & Onchain Shifts with Fasanara
This week, we explore Fasanara’s approach to trading—how they identify inefficiencies, their evolving strategies, and what’s next for their platform. We also break down the latest market trends, including perp funding rates, ETF flows, and COIN50 index performance.Beyond markets, we dive into macro updates, covering Tariff Liberation Day on April 2nd, weaker JOLTs numbers, and expectations for non
Coinbase Verified Pools, Market Trends & Key Catalysts
This week, the team is joined by Brock Miller, Senior Staff Software Engineer, to discuss Coinbase Verified Pools—why we launched it, how it works, and what’s next. We also break down the latest market trends, including perp funding rates, ETF flows, and the SOL futures ETFs.Beyond markets, we dive into macro updates, covering the April 2nd tariff announcement, the Fed's QT adjustment, and key ear
Crypto Market Trends, Fed Outlook & OnChain Developments
This week, host Ben Floyd is joined by David Duong and Joshua Pak to break down the latest market action and key developments shaping the crypto landscape.We start with an overview of market trends, including ETF flows, basis, funding rates, CEX vs DEX volumes, and sector winners and losers. Then, we move into macro updates, discussing the CPI, the Fed’s next steps, GDPNow forecasts, and regulator
Navigating Volatile Markets: Man AHL's Crypto Strategy, Macro Shifts & Key Catalysts
This week, host Ben Floyd is joined by David Duong, David Han, and Greg Sutton to break down the latest market action and what’s on the horizon. We kick off with insights from our interview with Man AHL (Part of Man Group's Systematic Investment Business), exploring their approach to trend following and their evolving crypto strategy. From there, we dive into the macro landscape, reviewing the mar
Crypto Under Pressure: ETF Outflows, Market Weakness & New Onchain Launches
This week, host Ben Floyd is joined by David Han and Georg Toropov to navigate a tough crypto landscape. We break down Solana’s sharp decline—down nearly 50% from its highs—Ethereum nearing a death cross, and extreme fear gripping the market amidst over $1B in ETF outflows and widespread liquidations. We also cover the Bybit hack and its ripple effects across trading activity.On the onchain side,
Solana, FTX, and ETFs
This week, we discuss bitcoin's range-bound trading and what upcoming option expiries might mean for price action. Additionally, the episode covers Solana's recent selloff, driven by concerns over memecoin launches and upcoming unlocks. FTX will begin repaying smaller creditors this week, which could have a positive impact on markets. We also review recent ETF applications and what their impact on
AI Agents with Ejaaz Ahamadeen
This week, we discuss the dip in the crypto markets and welcome Ejaaz Ahamadeen, ex-Product Manager at Coinbase and founder of 26 Crypto Capital, who shares his insights on the AI agents sector. Ejaaz delves into the significance of crypto AI agents versus centralized services, navigating the intricacies of emerging subsectors, and addressing practical challenges like AI hallucination. Additionall
Crypto & Macro: Tariffs, Fed Signals, and Onchain Evolution
This week, host Ben Floyd is joined by David Duong, David Han, and Greg Sutton to break down the latest macro and crypto market movements. We’ll dive into the impact of new tariffs on crypto, how the Fed might respond, and the key data points policymakers are watching next. We’ll also analyze weekend trading activity and BTC’s continued outperformance, alongside ETH’s relative weakness and overall
Crypto Markets and Macro Moves: SEC Updates, Deepseek, and Corporate Buys
This week, we explore the evolving crypto landscape with regulatory updates, major market movements, and macroeconomic insights. The SEC sees changes with Mark Uyeda and Hester Peirce taking center stage, while the SAB 121 repeal opens new opportunities for banks holding crypto. The CME teases potential futures for SOL and XRP, and BlackRock files for in-kind redemptions on its spot BTC ETF (IBIT)
$TRUMP Launch, Crypto Shifts, BTC & SOL ATHs and ETF Volumes
We unpack the explosive market moves as Bitcoin hits a new all-time high of $110K and Solana reaches $293 as crypto welcomes President Trump. TRUMP Coin’s debut contributed to the market frenzy, while COIN50 posted an impressive 8.74% weekly gain, signaling strong momentum as new users flood into the crypto space.We provide a financing overview, highlighting DeFi lending growth on Solana, funding
Fresh Corporate BTC Demand, Macro Shifts, Regulatory Trends, Acquisitions and the New Corporates Onchain
This episode unpacks the latest developments in crypto markets as corporates like Intesa Sanpaolo and Genius Group join the Bitcoin buying wave, with MicroStrategy’s premium holding steady at 1.91. We also highlight Tether’s move to El Salvador and the growing traction of IBIT options, now capturing 50% of Deribit’s open interest, signaling surging institutional demand. An ETF flow update and clie
Bitcoin's Next Wave: Institutional Growth, Regulatory Shifts, and Onchain Innovations
This week, we explore Bitcoin’s increasing institutional adoption, with MicroStrategy expanding its holdings and other companies considering BTC for their balance sheets. We analyze ETF flows over the past two weeks and provide a Q1 market outlook, focusing on key drivers and emerging trends. In the macro segment, we examine pro-crypto regulatory appointments, potential legislation from a crypto-f
Bitcoin Hits ATH, Onchain Insights, and 2025 Crypto Outlook
In this episode, we discuss Bitcoin’s breakout to a new all-time high and the factors driving it, including public companies like MicroStrategy, RIOT, and Semler continuing to stack BTC on their balance sheets. BlackRock’s recommendation of a 2% Bitcoin allocation further underscores growing institutional confidence in BTC as do conversations around global Bitcoin strategic reserves progressing in
Liquidations, ETF Insights, and Onchain Highlights
In this episode, we break down a turbulent week in crypto markets, starting with a wave of liquidations driven by recent volatility. We explore ETF flows, contrasting ETH and BTC trends, and analyze the resilience of CME basis despite normalized funding rates.Corporate treasury expansion takes center stage as we highlight significant Bitcoin acquisitions by MicroStrategy, MARA Holdings, and other
Drift’s Cindy Leow, South Korea, and Altcoin Season
Join us for an interview with Cindy Leow, co-founder of Drift, as she shares the inside scoop on their Solana-based decentralized exchange that’s making waves with its 50x leverage perpetual futures trading and BET prediction market. In markets, Greg Sutton talks about the consolidation of assets like BTC, ETH and SOL over the last week, as well as the major disruptions happening on South Korean c
Bitcoin Nears $100K, ETF Updates, and Macro Shifts
In this episode, we delve into Bitcoin's march toward $100K, analyzing market flows, technical drivers, and ETF developments, including the impact of 13F filings and the launch of ETF options. We also spotlight the strength in XRP tied to ETF applications and discuss key macro shifts, including Trump's Cabinet picks, Gary Gensler's exit from the SEC, and what it all means for crypto. David Duong c
Maple Finance, IBIT Options, and Crypto Outperformers
In this episode, we analyze the latest crypto market trends, highlighting BTC’s rally, standout tokens like SOL and XRP, and increased corporate adoption. Joe Flanagan, Co-Founder of Maple Finance, joins us to discuss the platform’s transition to secured lending, expansion into new borrower sectors, and the introduction of their governance token, SYRUP. We also explore the launch of IBIT options,
Coin50 Index, Market Movers and Onchain Insights
In this episode, we dive into the major market movers, examining shifts in onchain BTC activity as long-term holders start to potentially position to take profits and funding rates hit extreme levels. Rachel Ziv provides the latest insights on the Coinbase financing business, including current trends in the fluctuating cost of capital. Special guest John D’Agostino, Senior Adviser to Coinbase, int
The US Election Was a Huge Win for Crypto
Trump’s victory in the 2024 US presidential election has been a significant catalyst for the crypto market in recent days. Following the election results, bitcoin reached a new all-time high exceeding $75,000, along with substantial gains in other cryptocurrencies such as ETH, SOL, and DOGE. This surge is attributed to bullish market sentiment and re-risking by traders. Moreover, the election has
Kara Calvert on US Crypto Policy, BTC Price Action, and Onchain Trends
In this episode, we kick off with an exclusive interview featuring Coinbase’s Head of US Policy Kara Calvert about how the upcoming election could reshape the crypto regulatory landscape. Don’t miss her outlook on the future of crypto policy under different political scenarios.Our expert panel also breaks down bitcoin’s latest price movements, US spot ETF inflows, and the shifting dynamics between
BTC Momentum, Stripe’s Crypto Move, and Fed Signals on DeFi
In this episode, our expert panel explores the latest market trends, including CME fund flows, Bitcoin ETF inflows, and altcoin performance. We dive into Stripe’s strategic acquisition of Bridge, election positioning in crypto markets, and Fed Governor Christopher Waller’s positive comments on DeFi’s potential role alongside centralized finance. Stay tuned for insights on token governance, onchain
BTC’s Big Rally, ETF Inflows Surge, Coinbase Q4 Guide to Crypto Markets
In this episode, our expert panel dives into the BTC rally (testing the critical $68k mark) and the strong inflows into US spot BTC ETFs. We also explore key developments such as the Unichain announcement (from Uniswap), the growth of Base across multiple metrics, and the Coinbase Q4 Guide to Crypto Markets report.Topics Covered:BTC ETF Inflows: How BTC’s rally is influenced by ETF demand.Unlocks:
Macro, FTX Repayments, Regulatory Shifts, and Onchain Trends
In this episode, our panel unpacks key updates including the anticipated FTX repayment schedule and the latest regulatory developments, while also discussing broader macroeconomic trends.Topics Covered:Risk Overview: Josh starts by providing analysis of the current risk picture, focusing on perp funding rates, basis, volumes, and institutional interest in the market.FTX Repayments: A detailed look
Macro Forces Shaping ETF Flows, Market Trends, and Onchain Activity
In this episode, we explore the latest movements in the crypto market, including Kamala Harris’ recent mention of digital assets and its potential impact on regulation. Our expert panel breaks down the dynamics driving ETF flows, funding rates, and key macro trends influencing the market.Topics Covered:Market Overview: Georg Toropov kicks off with a comprehensive market update, highlighting ETF fl
Crypto x AI + Token2049 Rundown with Special Guest Ralph Achacos
In this episode, we welcome Ralph Achacoso, CIO of Factor6 Capital, to dive deep into the intersection of Bitcoin mining and AI, discuss takeaways from Token49, and explore broader market movements and trends in the digital asset space. Our panel covers everything from ETF flows and funding rates to the potential launch of IBIT options, offering an insightful and timely discussion for crypto inves
Innovations in DeFi and the Future of Finance
In this episode, we sit down with Jim Hiltner, co-founder of Superstate, to explore the cutting-edge intersection of traditional finance and decentralized finance. Jim provides insights into the founding of Superstate, the company's long-term vision, and an in-depth overview of their innovative products, including USCC, their carry product. We delve into the nuances of market behavior, such as why
Exploring Crypto Donations with St. Jude
Melanee Hannock, the Chief Digital and Innovation Officer of ALSAC St. Jude Children’s Research Hospital, shares her background in marketing and technology and how she helped pioneer St. Jude’s acceptance of cryptocurrency donations. St. Jude first started accepting crypto as a way to tap into an emerging donor demographic and new revenue stream. Hannock discusses the key benefits as well as chall
Market Mayhem?
Crypto markets are moving in sympathy with other asset classes as concerns over a global recession and rising tensions in the Middle East proliferate. While prices have recovered somewhat, the uncertainty lingers. Follow our Head of Research David Duong, Senior CES Trader Georg Toropov, Head of Prime Financing Trading Sarah Williamson and Research Analyst David Han as they discuss what happened in
Recommended
Philosophy On Fire Podcast
Warriors of the Word - Pilot
Philosophies
UpScale - Build your profitable Trade and Construction business
Healing Testimonies with Dr. Pat Friel
Purposed Marriage
AviaDev Insight Africa
I'M SUPER EXCITED with Rory James
ZEROPOD: a zero-copyright video podcast for people who enjoy ethereum
MASSA Podcast
Oh My Glob! An Adventure Time Podcast
Choice Words with Samantha Bee
