Coinbase Markets Podcast

This week, Greg and Georg provide an in-depth analysis of the FTX court documents, addressing questions about the selling timeline, important assets in the estate, market impact expectations, and the implications for GBTC and ETHE holdings. They also discuss potential recovery and current claims trading valuations. Plus, they explore the potential insights from the court filing regarding FTX 2.0....

This week Matt Boyd, Head of Prime Finance at Coinbase, joins the group to talk about shorting and lending in crypto. The team also covers the whipsaw price action the market endured after the GBTC news was released. What are the important catalysts now and when might we hear more? David gives us his thoughts on the macro calendar and last week’s NFP print. Lastly, with the GBTC discount now at 20...

Grayscale's legal victory is a big moment for the crypto industry. We discuss its implications and dive into how different investors may be thinking about the GBTC trade now as well as what they could do next. In macro, we discuss the significant comments made by Jerome Powell at Jackson Hole, offering valuable insights into the impact on the broader crypto complex. Greg then provides an update on...

The team breaks down last week’s market volatility, what they think caused it, and how traders are positioned going forward. With rates likely to stay higher for longer, what does that mean for crypto? And will a slow down in China help or hurt our markets? Lastly, Sid teaches us about the new decentralized social app Friend.tech.  Host:  Josh Pak, Senior CES Salestrader  Guests:  Georg Toropov, S...

Vance Spencer, co-founder of Framework Ventures, joins the group this week to talk about the opportunities he sees in the crypto markets. David provides insight into the evolving macro landscape. Greg highlights divergent positioning in BTC and ETH. Sid updates us on the Base launch. And Georg brings us up to speed on this week’s crypto news. Host  Josh Pak, Senior CES Salestrader Presenters  Geor...

This week we welcome a special guest, Rick Schonberg, Product Director for Coinbase’s institutional platform, to talk about exciting developments to Coinbase Prime’s algo offering. Georg gives a market update, discussing recent alt coin movers and Tether trading dynamics. David shares his views on the economy both in the U.S. and abroad, and the implications this has for the crypto market. Trish w...

This week the team covers the CRV exploit, what a reentrancy attack is, and what the exploit means for DeFi and liquidity. George also touches on the Base launch and the movers from last week. David reviews what were learned from central banks, USD strength, and crypto correlations. Trish takes us through flows with a focus on retail. He also provides insight into institutional client sentiment he...

Ryan Yi from Coinbase Ventures starts us off with an overview of Coinbase Ventures, delving into the current venture funding environment and discussing recent improvements to builder ecosystems, user experience, and utility in the crypto space. Georg shares updates on the reduced BTC dominance offshore, the launch of Worldcoin, and developments in the XRP case. David offers a comprehensive summary...

Welcome to this week’s podcast, where our expert panel dives into a wide range of topics shaping the crypto landscape. This week, Special guest Jordan Salberg, Senior Counsel, Product kicks off the discussion by providing insights on the recent XRP ruling, what that means for the industry and other assets. He also updates us on the ongoing ETF process and what we should be looking out for in the c...

This week, our Special Guest, Brian Foster takes the lead, exploring the significance of the recent ETF applications, Coinbase’s role in this space, and explains the surveillance sharing aspect. He dives into why now is an opportune time for ETFs and discusses their relation to other ways of accessing bitcoin and crypto, including Coinbase’s own retail business. Josh provides a market update, cove...

Join us for this week’s podcast where we cover recent market events in digital assets. Our trading team walks through token fundamentals and the surprising relative underperformance in ETH. We also discuss interesting flows, BTC dominance, and the somewhat unexpected alt-coin inflows seen on the desk in the last week. David walks through recent Central Bank policy updates and key takeaways from to...

Join us for this week’s podcast where we cover recent events in the digital asset space. Our trading team discusses USDT and recent revelations around its past portfolio composition. We also explain how the Curve 3 Pool works and how the recent USDT imbalance can create arbitrage opportunities. David Duong, our Head of Research, takes us through the recent FOMC meeting and what it means for the ma...

Join the Coinbase Institutional team where our expert panel discusses a wide range of topics shaping the crypto landscape. Georg kicks off the discussion, sharing insights on the dominance of ETH and BTC and the recent price movements. Diving into details around the distribution of liquidity, he covers offshore volumes, DEX volumes, and the growth in USDT, providing valuable analysis on the dynami...

Join us for this week's podcast with insights and analysis on a range of topics impacting the digital asset space. Josh covers the latest market movers and the exciting intersection of AI with crypto, providing valuable insights into emerging trends and developments. Greg delves into macro analysis, exploring key insights and dates to watch out for. He also comments on market flows and crypto's re...

In this week’s podcast, our special guest, Usman Naeem, who leads our derivative and agency trading businesses, shares his unique insights on navigating the crypto ecosystem’s volatility markets, shedding light on a market that can be challenging to understand. He runs through the recent changes in implied vs realised vol and how the skew and term structures has evolved recently and some thoughts...

John D'Agostino is a senior advisor to Coinbase and Chairman of US Asset Management Committee for the Department for International Trade. He has also held board positions on a number well known traditional and crypto hedge funds, and is the subject of the book “Rigged, the True Story of an Ivy League Kid who Changed the World of Oil,” which chronicles his journey helping set up the Dubai Mercantil...

In this week’s podcast, we bring you the latest updates and insights from the last seven days. Georg provides a market update, discussing recent trends, Tether’s BTC ownership, and shares insights on the various ways to buy $10 million worth of BTC. David shares an update on the debt ceiling and its implications for the crypto market, along with insights into retail sales and the latest developmen...

In this week’s podcast, we have a special guest, Lauren Abendschein, Global Head of Core Sales at Coinbase, who shares insights from her recent attendance at Consensus and Milken. Lauren has been with CB for over 5 years and has seen the institutional business from the start, making her a true OG in the industry. Joshua Pak provides us with a market update, including some large ETH sellers and upd...

In this week’s podcast, we dive into the policy landscape of the digital asset space with a special guest, Kara Calvert, Senior Director and Head of US Policy at Coinbase. Kara provides us with valuable insights into what’s happening in Washington and how it could impact the industry. Georg provides a market update, covering price action, a new product release from MPL that combines defi/tradfi, a...

This week’s podcast covers a range of topics impacting the digital asset space. Georg dives into the recent price moves of BTC and ETH, which have trended lower due to technical factors. Georg also discusses the Markets in Crypto-Assets (MiCA) regulation memo, its potential impact on the industry and global regulation more broadly. In the macro section, David covers the dislocation of the front en...

Join us for a special edition of the Coinbase Institutional Markets Call featuring Tania Reif, Founder & CIO of Senda Digital Assets. Tania and the team share their insights on the highly anticipated Shapella upgrade and we discuss Tania’s views on the market after the upgrade and what she is looking out for in the macro environment. Zooming out, Tania shares some of her reflections on the industr...

This week, BTC and ETH are back at levels we haven’t seen for almost a year. The team provides some detail on the rally in BTC, and offers a technical analysis and outline of where we could go from here. They also discuss how ETH has outperformed most of the rest of the market ahead of the widely anticipated Shapella upgrade around 5:27pm ET (10:27pm UTC) on April 12. You can view a network overvi...

In this week’s episode, the team focuses on the highly anticipated Shapella upgrade and its potential impact on Ethereum. The team discusses the bull and bear case for ETH post-upgrade, including the withdrawal queue and the potential for ETH sales. Moving on to Bitcoin, the team analyzes the continued strength of BTC and its implications for BTC miners. They also share their insights on which sec...

We explore why bitcoin has outperformed ether and many altcoins recently in the context of the current macro environment and the most likely path for the Federal Reserve. Meanwhile, our institutional team discusses the implications for markets from recent regulatory actions. Plus, the long-anticipated ARB airdrop has brought a lot of excitement to the Arbitrum (layer-2) ecosystem, but how should u...

This week, our institutional team discusses the news from UBS & CS and the continued weakness in certain regional banks despite significant support. They also explore the outperformance of crypto, the upcoming Fed meeting, and the differences between the new BTFP facility and QE. Additionally, they discuss the latest updates on DeFi including an update on the Euler hack, the Uniswap V4 delay, the...