Coinbase Institutional Market Call

BTC’s Big Rally, ETF Inflows Surge, Coinbase Q4 Guide to Crypto Markets

Episode Notes

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: Breaking down unlocks including TIA and EIGEN, and their potential market impact.
• Financing Market Trends: Zaid examines shifts in perpetual futures markets, funding rates, CME basis, liquidations, and other signs of leverage re-entering the market.
• CME & DeFi Funding: Exploring CME basis changes and funding rates in CeFi and DeFi sectors.
• Uniswap announces Unichain: What it is and what this means for liquidity migration and token-holder value.
• Q4 Crypto Report Highlights: Key takeaways on stablecoins, Ethereum, and Bitcoin L2s, and standout charts from our partners.
• Macro Insights: China’s stimulus effects, US earnings, and Polymarket election odds’ market impact.
• Onchain Trends: Base growth in TVL, DEX, and stablecoin volumes.
• Gaming Spotlight: “Off the Grid” (using Avalanche subnet) tops Epic Game Store charts.

Be sure to like, subscribe, and check out the team’s research for more insights.

Host: Ben Floyd, Head of Execution Services

Panelists:

• David Duong, Head of Institutional Research
• David Han, Research Analyst
• Georg Toropov, CES Salestrader
• Zaid Khan, Senior Prime Financing Sales Trader

Links:

• Q4 Guide to Crypto Markets
• Coinbase Research