Podcast Episodes
Back to SearchNo Man’s Land
Episode 154
Crypto markets have gone through a broad repricing as doubts about AI ROI, the unwind of the momentum trade, and renewed uncertainty around the Decem…
6 months ago
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 li…
6 months, 2 weeks 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 thi…
6 months, 3 weeks 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 disc…
7 months 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 lev…
7 months, 1 week 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 …
7 months, 2 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 dovishn…
7 months, 3 weeks 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, Col…
7 months, 4 weeks 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 seasonal…
8 months 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 …
8 months, 1 week ago