Podcast Episodes

Crypto Crosswinds: November Chop and Year-End Challenges

Episode 153

This episode unpacks a fragile week in crypto markets, discussing why reactive positioning can beat buying dips in downtrends, and what November’s liquidity signals could mean for a potential year‑en…

Published on 13 hours ago

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

Episode 152

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 this episode, we cover some of the topics from our la…

Published on 1 week ago

Skews, Spreads and the Battle for Perp DEX Supremacy

Episode 151

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 discuss how elevated altcoin open interest set up casc…

Published on 2 weeks ago

Crypto’s Flash Crash

Episode 150

The phrase “Black Friday” now carries a very different connotation for crypto market participants following Friday’s flash crash that saw $19B in leveraged positions wiped out. Ostensibly, the cataly…

Published on 3 weeks ago

Market Renaissance and Infrastructure Overhaul

Episode 149

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 shutdown, what data should we be looking at for ma…

Published on 4 weeks ago

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

Episode 148

This episode breaks down the key turning points in the current macro environment, exploring why risk assets are struggling despite recent Fed dovishness and what’s driving the recent pause in DeFi to…

Published on 1 month ago

Crypto Liquidations Drive Markets Lower

Episode 147

This week, the team analyzes the liquidation-driven downturn in BTC, ETH, and altcoins, alongside the broader macroeconomic outlook for Q4. Plus, Colin provides an in-depth analysis of ETH fundamenta…

Published on 1 month, 1 week ago

DATs, the Fed and Seasonality

Episode 146

David and Colin answer three pressing questions from institutional investors: is the DAT cycle over? Do Fed cuts represent a local top? Does seasonality (e.g. Uptober) really matter in crypto? They a…

Published on 1 month, 2 weeks ago

Nasdaq's Crypto Push and a Labor Market Shocker

Episode 145

Nasdaq's Crypto Push and a Labor Market Shocker

Description: This week, we're analyzing a market that's showing a clear divergence. Bitcoin is seeing strong inflows of over $620 million, while Ethereu…

Published on 1 month, 3 weeks ago

Discussion with CEO of Pudgy Penguins, Luca Netz

Episode 144

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 market expectations for September, a month historica…

Published on 2 months ago