Coinbase Institutional Market Call

Beyond the Bell

Episode Notes

Market Dynamics Overview:

• Weekend Crypto Volatility (03:17): Our panel discusses the unusual market activity over the weekend and what it suggests about broader investor attitudes toward risk.
• Geopolitical Impact on BTC Dominance: Explore how current geopolitical tensions might influence Bitcoin’s dominance in the crypto market.
• Seasonal Challenges and Rate Concerns: We delve into the tough seasonal trends and the ongoing weakness in traditional markets exacerbated by rate hike concerns.
• Funding Rates and Liquidation Trends: Get updated on the latest shifts in funding rates and what recent liquidations could mean for the market.

BTC Halving:

• Bitcoin Halving Update: An essential briefing on the latest developments regarding the Bitcoin halving and its potential implications.

Financial Structures and Trends with Zaid Khan:

• Crypto Lending Market Evolution: Zaid provides insights into how the structure of the crypto lending market has changed since the last cycle.
• Market Trends Snapshot: A quick overview of current market trends, the rising demand for USD, and general rate conditions.
• Margin Finance Developments (18:55) : Updates on Margin Fi TVL after their CEO resigned

Wallet Ecosystem Innovations with Ryan Yi:

• Exploring Wallet Diversity (28:14): Ryan breaks down the different types of wallets emerging in the ecosystem, highlighting growth in unique addresses and what these new wallet infrastructures enable.
• Apps Worth Trying: Recommendations on some innovative apps to experiment with in the new wallet landscape.

Whether you're a seasoned trader or a crypto newcomer, this episode will equip you with the knowledge to understand the latest market fluctuations and wallet technology advances.  Don't forget to like and subscribe for more insightful discussions on the rapidly evolving world of digital assets.

Host: Ben Floyd, Head of Coinbase Execution Services

Panelists:
Greg Sutton, Senior CES Trader
David Han, Research Analyst
Zaid Khan, Head of EMEA Financing Trading
Ryan Yi, Corporate Development Manager, Ventures

Links:
Coinbase Institutional Research website

If you want to learn more about any of Coinbase's products, please email sales@coinbase.com