Coinbase Markets Podcast

In another busy week, this episode dissects the monumental achievements and pivotal trends shaping the blockchain and digital asset world. Market Update: Scaling New Heights: Revel in Bitcoin’s landmark achievement as it hits a new all-time high above $72,900, marking a significant milestone in crypto history. The Convergence of Crypto and AI: Explore the innovative realms where cryptocurrency mee...

Join us for an in-depth exploration of the latest advancements in the crypto space, with a spotlight on Base, Ethereum’s Layer 2 solution that’s rapidly gaining traction. This episode features a special guest, Jesse Pollak, who is about to celebrate his 7th anniversary at Coinbase. Jesse’s journey from leading retail operations to focusing on the development of Base has positioned him as a key fig...

In this episode of our podcast, we sit down with Shiliang Tang, President of Arbelos Markets, who entered the crypto space in 2012 and has since become a leading authority in the crypto derivatives market. Shiliang shares his unique insights on how market structures have evolved over the years and the significant role derivatives have played in the recent upward trends in the market. Diving deeper...

In this episode, we celebrate Ethereum breaking the $3k mark, a testament to the anti fragile nature of the crypto market. Georg takes the lead with an in-depth analysis of ETF flows, highlighting a record-breaking week and the year-to-date performance that paints a picture of growing investor confidence. He also provides a comprehensive market update, delving into the greed and fear index and the...

In this episode, join us as Josh kicks things off with a comprehensive market update, covering the significant movements in BTC, the latest on ETF flows, and an in-depth look at locked ETH dynamics, including developments around Eigenlayer, stETH, Blast, and the anticipation surrounding upcoming unlocks. This segment provides a nuanced understanding of the factors driving current market behaviors...

In this engaging podcast episode, we dive deep into the latest developments across the traditional and cryptocurrency markets, starting with Georg's comprehensive market update. David then offers a crucial macroeconomic perspective, shedding light on the implications of Powell's recent remarks which have tempered expectations for an imminent interest rate cut in March, pivoting our sights towards...

On Tuesday 30th January, the Coinbase Institutional Team hosted Jules Urbach the CEO of Otoy, the company behind Render and Trevor Harries-Jones, the COO. Located at our Hudson Yards office, David Duong (Head of Institutional Research) and Ben Rodriguez (Senior Protocol Specialist) conducted an insightful fireside discussing the following: Rendering of 3D content vs decentralized GPU How they over...

In this enlightening episode, we’re joined by Ben Dean, Director of Digital Assets at WisdomTree, to unravel the complexities and future of cryptocurrency ETFs. Ben shares his journey into the crypto space deep dives into the current state of spot Bitcoin ETFs, 2 weeks post-launch, amidst Bitcoin’s weakness. We discuss the potential for an Ethereum ETF and the nuanced demand potentially awaiting u...

In this captivating episode, we’re excited to host Arianna Simpson, General Partner at a16z and a seasoned veteran in the crypto space with over 11 years of experience. Arianna shares her profound insights into the direction of consumer Web3 heading into 2024, offering a unique perspective gained from her extensive involvement in the industry.  We delve into the innovative developments observed du...

In this special edition of our podcast with James Seyffart, an ETF research analyst at Bloomberg intelligence, we dive into the launch of spot bitcoin ETFs in the US - a watershed moment for the expansion of the cryptoeconomy. We compare and contrast these products with BITO and the seminal gold ETF, hypothesize on their future differentiation, and consider key aspects such as proof of reserves an...

In the final podcast of the year, we delve into David’s comprehensive 2024 crypto market outlook ( read it here ), offering a glimpse into the future of key players like Solana, Ethereum, and Bitcoin. David unpacks the potential trajectories and pivotal developments anticipated for these major assets, providing listeners with an informed perspective on what to expect in the coming year. We also ex...

In this week’s episode, we welcome James Check, the lead analyst at Glassnode, as our special guest. James delves into the on-chain dynamics of the recent Bitcoin rally and its subsequent price drop last Sunday, offering a detailed analysis of the market’s movements. He sheds light on how the behavior of long-term holders and the average acquisition price of Bitcoin influence its trading patterns....

In this week's episode of our podcast, we're joined by special guest Anjan Vinod, Vice President at Parafi, one of the oldest crypto funds, who brings a wealth of expertise in the evolving landscape of digital assets. Anjan dives into the intricate trade-offs between modular and monolithic blockchain structures, discussing how these choices impact the ecosystem. He also sheds light on the burgeoni...

In this episode of our podcast, Josh kicks off with the latest news shaking the crypto world. We dissect the Binance news, delve into the groundbreaking entry of USDC in Japan, and analyze recent trends in crypto fund inflows.  David takes the reins to explore macroeconomic factors, focusing on consumer spending and what the outlook for 2024 could mean for the digital asset space. This segment off...

In this special Thanksgiving episode, we invite some of our previous guests to talk through two themes: 1. What they’re excited about across markets and web3 2. What they’re thankful for! Thank you to the following contributors for their incredible insights! Tania Reif, Founder & CEO - Senda Digital Assets Seth Ginns, Managing Partner - Coinfund David Duong, Head of Research - Coinbase Jennifer Mu...

In this episode of the Coinbase Institutional podcast, we delve into investor positioning and reveal pivotal insights into ETF expectations, the impact of the upcoming halving, and other considerations dominating institutional minds.  We also tackle the burning question on everyone’s lips: are we in a bull market? Our analysis takes a deep dive into the latest macroeconomic data, flows and news, p...

On Friday 27th October, the Coinbase Institutional team hosted Robbie Ferguson, the Co-Founder and President of Immutable. Located at our Hudson Yards office, David Duong (Head of Institutional Research) and Ben Rodriguez (Senior Protocol Specialist) conducted a far reaching interview discussing the following: Immutable partnership with Polygon Labs The Immutable Passport The dynamics behind the I...

In this week edition of the Coinbase Institutional podcast, we sit down with Tushar Jain, Managing Partner at Multicoin Capital, for an in-depth discussion on Solana and insights from the recent Breakpoint conference. Tushar, with his intimate knowledge of Solana, unpacks the event's major highlights, including the buzz around Firedancer, Solana's ventures into payment solutions with heavyweights...

We’re joined by Jennifer Murphy, the innovative Founder and CEO of Runa Digital Assets, to discuss the current market environment and answer the question on everyone's mind: are we in a bull market? Jennifer spent over 30 years in asset management before founding Runa and brings her extensive knowledge to the table, providing valuable insights on the pressing question of whether we are currently n...

Join us for this week’s crypto podcast, featuring Paul Yablon, Founder and CIO at Room40, as a special guest.  Paul walks through the structural changes in the crypto market that have underpinned the price action over the past weeks and elaborates on reasons for the current rally.  David and Paul engage in a conversation about macroeconomic trends, inflationary vs deflationary pressures and the ou...

This week, we look beyond the fake news on spot bitcoin ETF applications and discuss what’s next following the SEC’s decision not to appeal the ruling in the Grayscale case. Josh takes us through this and the latest crypto news, including new fees on Uniswap’s front end. David discusses a busy macro week with a number of Federal Reserve speakers on the tape including Chair Jerome Powell on Thursda...

Welcome to this week's crypto podcast, featuring a special guest, Cosmo Jiang, Portfolio Manager at Pantera Capital, a veteran in traditional finance with 12 years of experience spanning M&A, PE, and L/S equity hedge funds. Cosmo provides valuable insights into the world of crypto and blockchain.  Cosmo discusses various aspects of the crypto landscape, including the competition between Layer 2 so...

Join us for this week’s crypto podcast, featuring Seth Ginns, Managing Partner at CoinFund. Georg starts the podcast discussing recent price action, some news around new Coinbase licenses and an update on FTX. David and Seth engage in a conversation about macroeconomic trends, discussing peak USD, real rates, and core inflation and provide an opinion on what to look out for in the coming months. G...

Join us for this week’s podcast, featuring a special guest, Lewis Cohen, a leading blockchain lawyer, who provides us with a regulatory update. Lewis shares essential insights into current cases that demand our attention and offers his outlook on regulation, including the potential for an ETF approval. David takes a deep dive into the macro outlook, discussing the possibility of a government shutd...

David reports on Token2049. He takes us through what participants were most interested in and the general sentiment. He also covers the upcoming macro calendar and what we could expect from the FOMC. The team reviews recent market action, including spot flows and a large ETH option trade that got the market talking. Lastly, Sid touches on Eigenlayer and why data availability is important. He also...