Coinbase Markets Podcast

AI Agents, Ethereum’s Comeback, and Crypto-Backed Mortgages

01 Apr 2026

Contributed by Lukas

We unpack the latest cross asset price action in response to surging oil prices and what elevated energy prices could mean for inflation, the Fed, and...

A New Crypto Taxonomy, Ethereum’s Supply Sink, and Tokenizing the S&P 500

25 Mar 2026

Contributed by Lukas

In this episode, we step back from the macro noise and focus on the biggest crypto stories of the week: (03:11 - 05:18) Why tokenization, stablecoin...

Crypto’s Divergence: Peak Pessimism, AI Agents, and Positive Signs for Altcoins

18 Mar 2026

Contributed by Lukas

This week, we unpack some major crypto market themes: The Iran shock has turned oil from a background variable into an active transmission channel f...

Revisiting the Oil Shock from Iran, Hyperliquid’s Edge, and U.S. Inflation Risks

10 Mar 2026

Contributed by Lukas

In this episode, we unpack the latest escalation in the Iran conflict and why the move in oil matters for markets, inflation expectations, and the Fed...

Iran Impact on Crypto Markets, Oil Shock, Block’s AI-driven Layoffs and Bitcoin Key Levels

03 Mar 2026

Contributed by Lukas

In this episode, we unpack the latest escalation in the Iran conflict and why the Strait of Hormuz standoff may be affecting market volatility and inf...

Cross-asset Course Correction

17 Feb 2026

Contributed by Lukas

In this episode, we explore AI’s role in the recent cross-asset sell off and talk about what levels to watch on bitcoin in this mostly technically d...

Quantum vs. Bitcoin: Preparing Without the Panic

11 Feb 2026

Contributed by Lukas

On this episode, we sit down with Project 11 CEO Alex Pruden to unpack what quantum computing really means for bitcoin’s long‑term security — wi...

Title: The Relentlessness of Entropy

04 Feb 2026

Contributed by Lukas

This week we discuss the sharp decline in crypto prices, which fell alongside gold after the nomination of Kevin Warsh as Fed chair, seemingly disprov...

Silver and Gold Stumble, Bitcoin Pinned by Technicals

27 Jan 2026

Contributed by Lukas

The global macro landscape is shifting fast, and this week we dive into how it’s influencing bitcoin’s price. We’ll explore potential for a rota...

Special Guest Richard Galvin, DACM’s Executive Chairman & CIO

20 Jan 2026

Contributed by Lukas

This week, we step back from the day‑to‑day price action and bring on Richard Galvin, Executive Chairman & CIO at Digital Asset Capital Management...

Looking Beyond the Bounce

14 Jan 2026

Contributed by Lukas

We cover a lot of ground in this episode including:the effect of geopolitical developments on cryptothe persistence of the BTC inflation narrativeMSCI...

Crypto Kickoff 2026

06 Jan 2026

Contributed by Lukas

We unpack our optimistic 1H26 crypto market outlook anchored on global liquidity support and rate-cut expectations, though energy prices and geopoliti...

Year-End Wrap + 2026 Outlook

16 Dec 2025

Contributed by Lukas

In this year-end episode, our Coinbase Research team wraps up 2025 by grading their crypto market predictions from the previous year and discussing ke...

Rents Are Too Damn High

09 Dec 2025

Contributed by Lukas

Crypto racked up some wins this week with Vanguard and Bank of America opening the door for their clients to trade the asset class, though many still ...

Post-Thanksgiving Market Outlook

02 Dec 2025

Contributed by Lukas

In this episode, Coinbase Research dissects the post-Thanksgiving crypto landscape, marked by low liquidity and high volatility. We debate a “trend ...

No Man’s Land

18 Nov 2025

Contributed by Lukas

Crypto markets have gone through a broad repricing as doubts about AI ROI, the unwind of the momentum trade, and renewed uncertainty around the Decemb...

Crypto Crosswinds: November Chop and Year-End Challenges

04 Nov 2025

Contributed by Lukas

This episode unpacks a fragile week in crypto markets, discussing why reactive positioning can beat buying dips in downtrends, and what November’s l...

Charting Crypto Signals, Ethereum vs Tempo + Arc, and Macro

28 Oct 2025

Contributed by Lukas

Starting today, all Coinbase One US subscribers will have early access to Coinbase Research. If you’re a CB1 subscriber, check your inbox now. In t...

Skews, Spreads and the Battle for Perp DEX Supremacy

21 Oct 2025

Contributed by Lukas

In this episode, we dig into whether there’s more downside ahead or if the worst is now behind us following the leverage flush on October 10. We dis...

Crypto’s Flash Crash

14 Oct 2025

Contributed by Lukas

The phrase “Black Friday” now carries a very different connotation for crypto market participants following Friday’s flash crash that saw $19B i...

Market Renaissance and Infrastructure Overhaul

07 Oct 2025

Contributed by Lukas

Bitcoin pushed past $125,000 this week as US spot ETFs saw massive inflows, and corporate treasuries added to their reserves. With the US government s...

Uninspiring Price Action, Slowing TVL Growth, and RWA on Avalanche

30 Sep 2025

Contributed by Lukas

This episode breaks down the key turning points in the current macro environment, exploring why risk assets are struggling despite recent Fed dovishne...

Crypto Liquidations Drive Markets Lower

23 Sep 2025

Contributed by Lukas

This week, the team analyzes the liquidation-driven downturn in BTC, ETH, and altcoins, alongside the broader macroeconomic outlook for Q4. Plus, Coli...

DATs, the Fed and Seasonality

16 Sep 2025

Contributed by Lukas

David and Colin answer three pressing questions from institutional investors: is the DAT cycle over? Do Fed cuts represent a local top? Does seasonali...

Nasdaq's Crypto Push and a Labor Market Shocker

09 Sep 2025

Contributed by Lukas

Nasdaq's Crypto Push and a Labor Market ShockerDescription: This week, we're analyzing a market that's showing a clear divergence. Bitcoin is seeing s...

Discussion with CEO of Pudgy Penguins, Luca Netz

02 Sep 2025

Contributed by Lukas

This week, we sit down with Luca Netz, the CEO of Pudgy Penguins, to discuss the project and its vision. Additionally, the team shares insights on mar...

A discussion with Rekt and crypto's derisking ahead of Jackson Hole

19 Aug 2025

Contributed by Lukas

This week we sit down with Ovie Faruq, founder of Rekt Brands, and talk through crypto's weakness ahead of Friday's Jay Powell speech. Speakers:Joshu...

Ethereum's Explosive Rally, Coinbase Unlocks DEXs & The Post-CPI Macro Game

12 Aug 2025

Contributed by Lukas

Description: This week, we're digging into the market's reaction to the latest CPI data and what it means for the macro landscape as we look ahead to ...

JPMorgan & Coinbase Partner, SEC Rewrites The Rules & Powell Heads to Jackson Hole

05 Aug 2025

Contributed by Lukas

This week, we're analyzing the market's reaction to the recent Non-Farm Payrolls report, which hit our markets and has significantly increased rate cu...

BTC's large seller and ETH's continued outperformance

29 Jul 2025

Contributed by Lukas

This week we dive into BTC's resilient price action in the face of challenging flow dynamics and break down ongoing ETH demand and broader macro trend...

ETH outperformance and crypto's growing market bid

23 Jul 2025

Contributed by Lukas

This week we dive into BTC's falling dominance and ETH's banner inflows. The team also discusses ETH supply and demand fundamentals, SOL v ETH beta tr...

Morpho Labs Conversation + BTC marks fresh highs

16 Jul 2025

Contributed by Lukas

This week we dive into market dynamics that led to crypto’s strong price action on the week. The team walks through flows, derivative markets, and m...

Crypto’s Continued Integration with Traditional Finance

01 Jul 2025

Contributed by Lukas

This week, we’re diving into the accelerating convergence of traditional finance and crypto, headlined by the groundbreaking news that Fannie Mae an...

BTC Price Action, Stablecoins, and Prime Financing Updates

24 Jun 2025

Contributed by Lukas

This week, we explore BTC's turbulent price movements amid a volatile geopolitical backdrop. The team dives into an analysis of price performance for ...

Mixed Signals? Plus Rate Decisions, A Stablecoin Vote & Corporate Debt

17 Jun 2025

Contributed by Lukas

This week, we analyze a market sending mixed signals. While ETF flows for both BTC and ETH remain positive and perp funding rates are healthy, the COI...

A Pivotal Week for Crypto: Navigating Stablecoin Legislation, Inflation Data & Corporate Signals

11 Jun 2025

Contributed by Lukas

This week, we're tracking Ethereum's continued ascent, which has now seen an incredible 14 consecutive days of ETF inflows. Bullish sentiment is refle...

ETH ETF Momentum Builds, BTC Outflows; Ethereum's "Wartime" Shift, Corporate Stacking & Jobs Data Focus

03 Jun 2025

Contributed by Lukas

Description:This week, we dissect a shifting market landscape: perp funding rates remain moderate, but Ethereum's basis is notably trading above Bitco...

Navigating New Peaks: Bitcoin Dominance, SOL vs. ETH, and Macro Factors

27 May 2025

Contributed by Lukas

This week, we're diving into Bitcoin's surge to new all-time highs, with funding rates climbing, open interest nearing $100 billion, and BTC dominance...

US/China Tariff Progress, Stablecoin Update & Coinbase Acquires Deribit

14 May 2025

Contributed by Lukas

This week, we delve into the significant progress on US/China tariffs announced over the weekend, including reciprocal rate cuts effective May 14th, a...

Stablecoin Strategy & RWA Momentum

06 May 2025

Contributed by Lukas

This week, we’re joined by special guest Tarun Gupta, CEO and co-founder of Coinshift, to discuss stablecoin adoption globally and his long-term vis...

Institutional Sentiment, ETF Momentum & Ethereum’s Road to Pectra

30 Apr 2025

Contributed by Lukas

 This week, we dive into the latest EY Digital Assets Survey and what it reveals about institutional sentiment: 85% of respondents increased their cr...

Bitcoin’s Strength, Ethereum’s Upgrades & the Future of Crypto Market

23 Apr 2025

Contributed by Lukas

 This week, we explore BTC’s continued strength—driven by ETF inflows, its digital-gold narrative and favorable option skew—while ETH sees inst...

Recession Proximity and Bitcoin’s Relative Resilience

15 Apr 2025

Contributed by Lukas

This week we have Sarah Williamson (Coinbase Institutional’s Head of Financing Trading) joining us as a special guest. While optimism remains in sho...

Macro Tensions, Market Shifts & Coinbase 24/7 Derivatives Launch

08 Apr 2025

Contributed by Lukas

This week, we dive into the evolving crypto and macro landscape—starting with the latest market signals: BTC dominance climbs to 69%, perp funding t...

Trading Strategies, Macro Trends & Onchain Shifts with Fasanara

01 Apr 2025

Contributed by Lukas

This week, we explore Fasanara’s approach to trading—how they identify inefficiencies, their evolving strategies, and what’s next for their plat...

Coinbase Verified Pools, Market Trends & Key Catalysts

25 Mar 2025

Contributed by Lukas

This week, the team is joined by Brock Miller, Senior Staff Software Engineer, to discuss Coinbase Verified Pools—why we launched it, how it works, ...

Crypto Market Trends, Fed Outlook & OnChain Developments

19 Mar 2025

Contributed by Lukas

This week, host Ben Floyd is joined by David Duong and Joshua Pak to break down the latest market action and key developments shaping the crypto lands...

Navigating Volatile Markets: Man AHL's Crypto Strategy, Macro Shifts & Key Catalysts

11 Mar 2025

Contributed by Lukas

This week, host Ben Floyd is joined by David Duong, David Han, and Greg Sutton to break down the latest market action and what’s on the horizon. We ...

Crypto Under Pressure: ETF Outflows, Market Weakness & New Onchain Launches

26 Feb 2025

Contributed by Lukas

This week, host Ben Floyd is joined by David Han and Georg Toropov to navigate a tough crypto landscape. We break down Solana’s sharp decline—down...

Solana, FTX, and ETFs

18 Feb 2025

Contributed by Lukas

This week, we discuss bitcoin's range-bound trading and what upcoming option expiries might mean for price action. Additionally, the episode covers So...

AI Agents with Ejaaz Ahamadeen

11 Feb 2025

Contributed by Lukas

This week, we discuss the dip in the crypto markets and welcome Ejaaz Ahamadeen, ex-Product Manager at Coinbase and founder of 26 Crypto Capital, who ...

Crypto & Macro: Tariffs, Fed Signals, and Onchain Evolution

06 Feb 2025

Contributed by Lukas

This week, host Ben Floyd is joined by David Duong, David Han, and Greg Sutton to break down the latest macro and crypto market movements. We’ll div...

Crypto Markets and Macro Moves: SEC Updates, Deepseek, and Corporate Buys

29 Jan 2025

Contributed by Lukas

This week, we explore the evolving crypto landscape with regulatory updates, major market movements, and macroeconomic insights. The SEC sees changes ...

$TRUMP Launch, Crypto Shifts, BTC & SOL ATHs and ETF Volumes

22 Jan 2025

Contributed by Lukas

We unpack the explosive market moves as Bitcoin hits a new all-time high of $110K and Solana reaches $293 as crypto welcomes President Trump. TRUMP Co...

Fresh Corporate BTC Demand, Macro Shifts, Regulatory Trends, Acquisitions and the New Corporates Onchain

15 Jan 2025

Contributed by Lukas

This episode unpacks the latest developments in crypto markets as corporates like Intesa Sanpaolo and Genius Group join the Bitcoin buying wave, with ...

Bitcoin's Next Wave: Institutional Growth, Regulatory Shifts, and Onchain Innovations

08 Jan 2025

Contributed by Lukas

This week, we explore Bitcoin’s increasing institutional adoption, with MicroStrategy expanding its holdings and other companies considering BTC for...

Bitcoin Hits ATH, Onchain Insights, and 2025 Crypto Outlook

18 Dec 2024

Contributed by Lukas

In this episode, we discuss Bitcoin’s breakout to a new all-time high and the factors driving it, including public companies like MicroStrategy, RIO...

Liquidations, ETF Insights, and Onchain Highlights

10 Dec 2024

Contributed by Lukas

 In this episode, we break down a turbulent week in crypto markets, starting with a wave of liquidations driven by recent volatility. We explore ETF ...

Drift’s Cindy Leow, South Korea, and Altcoin Season

03 Dec 2024

Contributed by Lukas

Join us for an interview with Cindy Leow, co-founder of Drift, as she shares the inside scoop on their Solana-based decentralized exchange that’s ma...

Bitcoin Nears $100K, ETF Updates, and Macro Shifts

26 Nov 2024

Contributed by Lukas

In this episode, we delve into Bitcoin's march toward $100K, analyzing market flows, technical drivers, and ETF developments, including the impact of ...

Maple Finance, IBIT Options, and Crypto Outperformers

19 Nov 2024

Contributed by Lukas

In this episode, we analyze the latest crypto market trends, highlighting BTC’s rally, standout tokens like SOL and XRP, and increased corporate ado...

Coin50 Index, Market Movers and Onchain Insights

12 Nov 2024

Contributed by Lukas

In this episode, we dive into the major market movers, examining shifts in onchain BTC activity as long-term holders start to potentially position to ...

The US Election Was a Huge Win for Crypto

08 Nov 2024

Contributed by Lukas

Trump’s victory in the 2024 US presidential election has been a significant catalyst for the crypto market in recent days. Following the election re...

Kara Calvert on US Crypto Policy, BTC Price Action, and Onchain Trends

29 Oct 2024

Contributed by Lukas

In this episode, we kick off with an exclusive interview featuring Coinbase’s Head of US Policy Kara Calvert about how the upcoming election could r...

BTC Momentum, Stripe’s Crypto Move, and Fed Signals on DeFi

23 Oct 2024

Contributed by Lukas

In this episode, our expert panel explores the latest market trends, including CME fund flows, Bitcoin ETF inflows, and altcoin performance. We dive i...

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

15 Oct 2024

Contributed by Lukas

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 expl...

Macro, FTX Repayments, Regulatory Shifts, and Onchain Trends

08 Oct 2024

Contributed by Lukas

In this episode, our panel unpacks key updates including the anticipated FTX repayment schedule and the latest regulatory developments, while also dis...

Macro Forces Shaping ETF Flows, Market Trends, and Onchain Activity

01 Oct 2024

Contributed by Lukas

In this episode, we explore the latest movements in the crypto market, including Kamala Harris’ recent mention of digital assets and its potential i...

Crypto x AI + Token2049 Rundown with Special Guest Ralph Achacos

25 Sep 2024

Contributed by Lukas

In this episode, we welcome Ralph Achacoso, CIO of Factor6 Capital, to dive deep into the intersection of Bitcoin mining and AI, discuss takeaways fro...

Innovations in DeFi and the Future of Finance

20 Aug 2024

Contributed by Lukas

In this episode, we sit down with Jim Hiltner, co-founder of Superstate, to explore the cutting-edge intersection of traditional finance and decentral...

Exploring Crypto Donations with St. Jude

14 Aug 2024

Contributed by Lukas

Melanee Hannock, the Chief Digital and Innovation Officer of ALSAC St. Jude Children’s Research Hospital, shares her background in marketing and tec...

Market Mayhem?

06 Aug 2024

Contributed by Lukas

Crypto markets are moving in sympathy with other asset classes as concerns over a global recession and rising tensions in the Middle East proliferate....

Crypto Insights with Jack Platts

30 Jul 2024

Contributed by Lukas

In this episode, we have a special guest, Jack Platts, co-founder of Hypersphere, joining us to provide deep insights into the cryptocurrency market. ...

Crypto Catalysts

24 Jul 2024

Contributed by Lukas

In this comprehensive episode, we delve into the latest developments, from the impact of ETH and BTC ETFs to significant political shifts and long-ter...

Market forces and political winds

17 Jul 2024

Contributed by Lukas

Join us in this episode as we dissect the latest trends and shifts in the cryptocurrency market, along with key political influences and macroeconomic...

Decoding Crypto Dynamics

09 Jul 2024

Contributed by Lukas

Decoding Crypto Dynamics: Market Catalysts and Strategic InsightsTune into this episode as we dive into the short-term catalysts and strategic insight...

Midsummer Malaise

25 Jun 2024

Contributed by Lukas

This week, we discuss the recent market volatility and price drops associated with the long-awaited liquidation of Mt Gox assets, along with some bitc...

The State of Crypto: Expert Insights from the Coinbase & Financial Times Summit

19 Jun 2024

Contributed by Lukas

The State of Crypto: Expert Insights from the Coinbase & Financial Times SummitDive into the highlights of the "State of Crypto Summit," co-hosted by ...

Global Conference Insights: From Milken to Consensus

04 Jun 2024

Contributed by Lukas

Global Conference Insights: From Milken to ConsensusJoin us for an insightful episode featuring special guest Lauren Abendschein (Global Head of Insti...

Unpacking the Future of ETFs

28 May 2024

Contributed by Lukas

Unpacking the Future of ETFs: Insights on the ETH ETF, Political Dynamics, and Key Market Trends Description:Join our expert panel including David Du...

ETH ETF Buzz

21 May 2024

Contributed by Lukas

Dive into this week's episode as we explore the exhilarating surge in Ethereum prices and the broader implications of the anticipated ETH ETF approval...

Evolving Money - A New Podcast from Coinbase and Bloomberg Media Studios

21 May 2024

Contributed by Lukas

Is cryptocurrency the next logical evolution of the monetary system? In Evolving Money, to explore whether we're at an inflection point, we'll look ba...

Exploring Ethena with Founder Guy Young

14 May 2024

Contributed by Lukas

Join us for an exclusive deep dive into the Ethena protocol with its founder, Guy Young. This episode provides an in-depth look at the mechanics, visi...

Strategic Insights with Dadi Kristjansson

07 May 2024

Contributed by Lukas

Join us for an insightful conversation with Dadi Kristjansson, where we explore his bullish stance on BTC, preference for SOL over ETH, and other crit...

Breaking Developments in Crypto

30 Apr 2024

Contributed by Lukas

Tune into this episode for an in-depth analysis of pivotal developments reshaping the cryptocurrency landscape. We cover a range of significant topics...

Inside the Q2 2024 Guide to Crypto Markets

23 Apr 2024

Contributed by Lukas

Dive deep into the essential insights of the Q2 2024 Guide to Crypto Markets, a collaborative effort by Coinbase and Glassnode, in this enlightening p...

Beyond the Bell

16 Apr 2024

Contributed by Lukas

Market Dynamics Overview:Weekend Crypto Volatility (03:17): Our panel discusses the unusual market activity over the weekend and what it suggests abou...

The Halving Effect

09 Apr 2024

Contributed by Lukas

In this episode, we welcome Joshua Frank, Co-Founder and CEO of The Tie, to unravel the complexities and anticipate the future trends of the cryptocur...

Deciphering Crypto Dynamics: From Derivatives to Onchain Innovations

02 Apr 2024

Contributed by Lukas

Join us in this week's enthralling episode for a comprehensive journey through the cryptocurrency landscape, as we untangle the complex world of deriv...

L2 Misconceptions & Liquid Restaking

26 Mar 2024

Contributed by Lukas

Our special guest Ben Rodriguez (Senior Protocol Specialist, Coinbase Cloud) helps us navigate the Ethereum layer-2 landscape post-Dencun Fork, as the...

Decoding Crypto Indices with Sui Chung

19 Mar 2024

Contributed by Lukas

In this episode, we welcome Sui Chung, CEO of CF Benchmarks, as our special guest to unravel the intricacies of crypto index provision and its importa...

Charting Uncharted Waters

12 Mar 2024

Contributed by Lukas

In another busy week, this episode dissects the monumental achievements and pivotal trends shaping the blockchain and digital asset world.Market Updat...

BASE and Beyond

07 Mar 2024

Contributed by Lukas

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 r...

Decoding Crypto Derivatives

27 Feb 2024

Contributed by Lukas

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 becom...

ETH Breaks $3k

20 Feb 2024

Contributed by Lukas

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 a...

Bull market insights

13 Feb 2024

Contributed by Lukas

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 flo...

Market Dynamics: The Fed, Frames, Funding Rates to Solana's New Chapter

06 Feb 2024

Contributed by Lukas

In this engaging podcast episode, we dive deep into the latest developments across the traditional and cryptocurrency markets, starting with Georg's c...

Revolutionizing Digital Rendering and AI: A Fireside Chat with Render

05 Feb 2024

Contributed by Lukas

On Tuesday 30th January, the Coinbase Institutional Team hosted Jules Urbach the CEO of Otoy, the company behind Render and Trevor Harries-Jones, the ...

Future Crypto ETFs

30 Jan 2024

Contributed by Lukas

In this enlightening episode, we’re joined by Ben Dean, Director of Digital Assets at WisdomTree, to unravel the complexities and future of cryptocu...

Web3's Evolution and Future with a16z's Arianna Simpson

24 Jan 2024

Contributed by Lukas

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 ...