Coinbase Markets Podcast
Episodes
Insights from a crypto portfolio manager
10 Oct 2023
Contributed by Lukas
Welcome to this week's crypto podcast, featuring a special guest, Cosmo Jiang, Portfolio Manager at Pantera Capital, a veteran in traditional finance ...
Crypto Insights with CoinFund's Seth Ginns
04 Oct 2023
Contributed by Lukas
Join us for this week’s crypto podcast, featuring Seth Ginns, Managing Partner at CoinFund.Georg starts the podcast discussing recent price action, ...
Blockchain Regulation + Macro Insights
26 Sep 2023
Contributed by Lukas
Join us for this week’s podcast, featuring a special guest, Lewis Cohen, a leading blockchain lawyer, who provides us with a regulatory update. Lewi...
Dissecting the large ETH call buyer
19 Sep 2023
Contributed by Lukas
David reports on Token2049. He takes us through what participants were most interested in and the general sentiment. He also covers the upcoming macro...
FTX Court Docs Pressure Markets
12 Sep 2023
Contributed by Lukas
This week, Greg and Georg provide an in-depth analysis of the FTX court documents, addressing questions about the selling timeline, important assets i...
Short selling in crypto + price action after the GBTC ruling
05 Sep 2023
Contributed by Lukas
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...
Grayscale's Court Victory + Jackson Hole Insights
29 Aug 2023
Contributed by Lukas
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 a...
Volatility returns with higher rates
22 Aug 2023
Contributed by Lukas
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 st...
Market roundtable with Vance Spencer of Framework Ventures
17 Aug 2023
Contributed by Lukas
Vance Spencer, co-founder of Framework Ventures, joins the group this week to talk about the opportunities he sees in the crypto markets. David provid...
Electronic Execution Tools + Macro Updates
09 Aug 2023
Contributed by Lukas
This week we welcome a special guest, Rick Schonberg, Product Director for Coinbase’s institutional platform, to talk about exciting developments to...
The Curve Exploit
01 Aug 2023
Contributed by Lukas
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 ...
The state of crypto venture capital
25 Jul 2023
Contributed by Lukas
Ryan Yi from Coinbase Ventures starts us off with an overview of Coinbase Ventures, delving into the current venture funding environment and discussin...
Ripple's ripples + the ETF process
18 Jul 2023
Contributed by Lukas
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 Jorda...
Crypto ETFs, Basis, NFTs, and the Multichain Hack
11 Jul 2023
Contributed by Lukas
This week, our Special Guest, Brian Foster takes the lead, exploring the significance of the recent ETF applications, Coinbase’s role in this space,...
Dissecting ETH's Surprising Underperformance
28 Jun 2023
Contributed by Lukas
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 sur...
A tougher macro backdrop, but improving seasonality
20 Jun 2023
Contributed by Lukas
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 arou...
Liquidity trends in crypto markets
13 Jun 2023
Contributed by Lukas
Join the Coinbase Institutional team where our expert panel discusses a wide range of topics shaping the crypto landscape.Georg kicks off the discussi...
AI X Crypto
06 Jun 2023
Contributed by Lukas
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 mover...
Understanding Crypto Volatility
30 May 2023
Contributed by Lukas
In this week’s podcast, our special guest, Usman Naeem, who leads our derivative and agency trading businesses, shares his unique insights on naviga...
An Insider's View from the Global Investor Forum
23 May 2023
Contributed by Lukas
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 ...
Tether's BTC ownership, plus strategies to buy $10 million in bitcoin
16 May 2023
Contributed by Lukas
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 tre...
Insights from Consensus and Milken
09 May 2023
Contributed by Lukas
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 atte...
US Policy Insights and Memecoin Mania
02 May 2023
Contributed by Lukas
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...
Macro Dislocation and DeFi Developments
25 Apr 2023
Contributed by Lukas
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 t...
Shapella Upgrade, Market Outlook, and Macro Environment
18 Apr 2023
Contributed by Lukas
Join us for a special edition of the Coinbase Institutional Markets Call featuring Tania Reif, Founder & CIO of Senda Digital Assets. Tania and the te...
Bitcoin tops $30k, Shapella coming
11 Apr 2023
Contributed by Lukas
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 technic...
Continued BTC strength
04 Apr 2023
Contributed by Lukas
In this week’s episode, the team focuses on the highly anticipated Shapella upgrade and its potential impact on Ethereum. The team discusses the bul...
Regulators get active, Bitcoin outperformance, ARB airdrop
28 Mar 2023
Contributed by Lukas
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 ...
Bitcoin rallies: Crypto market trends & the Fed
21 Mar 2023
Contributed by Lukas
This week, our institutional team discusses the news from UBS & CS and the continued weakness in certain regional banks despite significant support. T...
Where does this leave the macro outlook?
14 Mar 2023
Contributed by Lukas
It’s been a busy week and while Bitcoin is up sharply, it has traded in a 35% range, wide even by Bitcoin’s standards. Georg and Greg saw flows th...
Market consolidation ahead of important macro data
07 Mar 2023
Contributed by Lukas
In a relatively quiet market since the move down on March 3, we discuss perp funding rates turning negative ahead of the Mt Gox unlock and what we’r...
Base launch, Lido close to 75% of all ETH staked and debunking the China flow narrative
28 Feb 2023
Contributed by Lukas
The institutional trading team runs through the launch of Base and what they’re excited for in the coming months. Lido staking nears 75% with some v...
Uncertain outlook for digital assets PLUS increased NFT platform competition
21 Feb 2023
Contributed by Lukas
This week the team talks through how well crypto has held up in the face of higher rate expectations, possibly buoyed by flows from the Far East. They...
CPI, liquid staking, and a pull back in asset prices
14 Feb 2023
Contributed by Lukas
Following the January inflation print, our institutional trading and research teams talk about the current state of crypto markets, the macro landscap...
Digesting Powell (PLUS Bitcoin artifacts using Taproot)
07 Feb 2023
Contributed by Lukas
A less hawkish Fed spurred the risk rally to continue last week, but recent economic data has created confusion among investors. Powell speaks to the ...
Big macro week ahead
31 Jan 2023
Contributed by Lukas
This is a big macro week for markets with the Federal Reserve, ECB, Bank of England, and US payrolls data on tap. Ahead of those events, our trading a...
Can't stop, won't stop: Bear market rally
24 Jan 2023
Contributed by Lukas
This week the team discusses the positive market performance despite Genesis filing for Chapter 11 and take a closer look at BTC & ETH futures. They a...
Analyzing the breadth of this crypto bull run
18 Jan 2023
Contributed by Lukas
This week the team covers what’s happened with the recent run-up in prices, including:► What tokens have gained the most (hint: ChatGPT is playing...
Reviewing predictions for 2023, Solana slips and DCG drama
03 Jan 2023
Contributed by Lukas
This week the team covers what’s happened over the break including:► Has SBF or Alameda’s wallet been selling SOL? Wallets connected to them app...
US inflation surprises, a little more FTX & SBF and our 2023 predictions!
13 Dec 2022
Contributed by Lukas
Crypto trades higher on inflation surprise, but the Fed’s tone on Dec 14 could still dent the rally. The arrest of SBF is deflecting some of the att...
Macro concerns on the horizon, LTC +50% ahead of halving, DeFi revenue distribution
06 Dec 2022
Contributed by Lukas
With FTX related fears moving into the rear view mirror, this week the team is talking through macro data points to watch out for, the strong out perf...
Shocks subsiding in crypto markets, short squeeze on CRV, mining sector contagion fears
29 Nov 2022
Contributed by Lukas
A quieter week for crypto, but there’s still contagion fears and macro risks on the horizon. The team discuss the mining sector and whether or not w...
Tracking FTX Contagion…Genesis, DCG and GBTC
22 Nov 2022
Contributed by Lukas
This week the team discusses the recent announcements from Genesis and DCG and what that could mean for the crypto space and GBTC product. We also pro...
How do institutions feel post FTX?
15 Nov 2022
Contributed by Lukas
This week, we welcome two senior members of the Coinbase Institutional Sales team, to talk us through how institutions feel about crypto post FTX fall...
Binance, FTX and the broader market turbulence
09 Nov 2022
Contributed by Lukas
A lot has happened in crypto over the last 24 hours. The CB Institutional team break down the FTX/Alameda situation, what could happen next for FTX & ...
SBF’s proposal, Vitalik’s response? Coinbase’s supporting Ripple’s Case and FED week!
01 Nov 2022
Contributed by Lukas
Coinbase's VP of Global Regulatory Policy Scott Bauguess talks through what’s going on in DC with SBF’s proposal, Vitalik’s response and what th...
Low volatility, concentrated volumes, and a proposal from SBF
25 Oct 2022
Contributed by Lukas
This week the team covers SBF’s regulatory musings, ETH and BTC volumes on exchange and what it means for the market overall, along with upcoming ma...
>$100m exploit, Aptos L1 launch, ETH Shanghai update, FTX.US investigation, Wintermute loan repayment
18 Oct 2022
Contributed by Lukas
A week where crypto prices ended up in the green, despite another large DeFi exploit. We also saw a new L1 has launch too much fanfare. We were given ...
US CPI, Ripple’s Win, Weaker Volumes and the Binance Smart Chain exploit
11 Oct 2022
Contributed by Lukas
This week the team covers US CPI, Ripple’s Win, Weaker Volumes and the Binance Smart Chain exploit.SUBSCRIBE:► To view this week's episode on Yout...
Risk off flows, strong dollar and ETH & BTC outperforming FX
04 Oct 2022
Contributed by Lukas
This week the team covers US dollar strength and extreme moves in the British Pound. Flows also turned risk off, but BTC and ETH have still been outpe...
ETH Merge success, liquid staking, Fed this week and a $160m hack
20 Sep 2022
Contributed by Lukas
The Coinbase trading and research teams cover the successful ETH Merge and discuss what's next. They run through the two new ETH POW assets and their ...
Countdown to the ETH Merge and launch of the ETH POW token
13 Sep 2022
Contributed by Lukas
The Coinbase trading and research teams cover the countdown to the ETH Merge and launch of the ETH POW token.SUBSCRIBE:► To view this week's episode...
The September Effect, trouble in Europe, and what to watch in DeFi
06 Sep 2022
Contributed by Lukas
The September effect, trouble in Europe, the Bellatrix Upgrade, and what to watch in DeFi as we head into the merge. The Coinbase trading and research...
Life post Jackson Hole, ETH options positioning & NFT liquidations
30 Aug 2022
Contributed by Lukas
This week the Institutional team discuss life post Jackson Hole, ETH options positioning & NFT liquidations.At Coinbase, our mission is to create an o...