Podcast Episodes
Back to SearchRegulators get active, Bitcoin outperformance, ARB airdrop
Episode 27
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…
3 years ago
Bitcoin rallies: Crypto market trends & the Fed
Episode 26
This week, our institutional team discusses the news from UBS & CS and the continued weakness in certain regional banks despite significant support. …
3 years ago
Where does this leave the macro outlook?
Episode 25
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 that …
3 years ago
Market consolidation ahead of important macro data
Episode 24
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’re…
3 years ago
Base launch, Lido close to 75% of all ETH staked and debunking the China flow narrative
Episode 23
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 ve…
3 years, 1 month ago
Uncertain outlook for digital assets PLUS increased NFT platform competition
Episode 22
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. The…
3 years, 1 month ago
CPI, liquid staking, and a pull back in asset prices
Episode 21
Following the January inflation print, our institutional trading and research teams talk about the current state of crypto markets, the macro landsca…
3 years, 1 month ago
Digesting Powell (PLUS Bitcoin artifacts using Taproot)
Episode 20
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…
3 years, 1 month ago
Big macro week ahead
Episode 19
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 …
3 years, 2 months ago
Can't stop, won't stop: Bear market rally
Episode 18
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 …
3 years, 2 months ago