Coinbase Institutional Market Call

Charting Uncharted Waters

Episode Notes

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 meets artificial intelligence, spotlighting trailblazing projects like WLD and FET.
• The Meme Coin Phenomenon: Delve into the world of meme coins, embracing their unique role and the lighthearted spirit they bring to the crypto space.
• Anticipating the Bitcoin Halvening: Discuss the implications of the upcoming Bitcoin halvening and its potential impact on the market.
• ETF Dynamics: Examine the current state of Bitcoin within ETFs and assess the growing likelihood of an ETH ETF making its debut.

Macro & Research Insights:

• Sticky Inflation: Analyze this morning’s CPI report, offering a critical view on the persisting inflation and its ramifications.
• The Dencun Fork: Unpack the recent performance leading into the Dencun fork, focusing on EIPs 7514 and 4844, and their influence on the ecosystem.

Onchain Activities:

• Social Dynamics on the Chain: Explore what recent developments mean for onchain activity, particularly in terms of social interaction.
• Frames Platform Update: Get the latest insights into Frames and its evolving role in the blockchain landscape.

Flow Analysis:
 

• Market Liquidity and Maker DAO: Address the concerns around high funding rates and delve into significant changes to Maker DAO and the broader implications for DAOs in Wyoming.

Join our panel of experts as they navigate the complexities and breakthroughs in today’s crypto ecosystem. This episode is a must-listen for enthusiasts and professionals alike, seeking to stay informed and ahead in the rapidly evolving world of digital assets.

Host: 

• Ben Floyd, Head of Execution Services

Panelists: 

• David Duong, Head of Institutional Research
• Greg Sutton, Senior CES Trader
• Sid Shekar, Staff Blockchain Researcher
• Georg Toropov, Senior CES Trader