Crypto markets are moving in sympathy with other asset classes as concerns over a global recession and rising tensions in the Middle East proliferate. While prices have recovered somewhat, the uncertainty lingers.
Follow our Head of Research David Duong, Senior CES Trader Georg Toropov, Head of Prime Financing Trading Sarah Williamson and Research Analyst David Han as they discuss what happened in markets, the challenges ahead for the Federal Reserve, the current financing situation and what to expect for the rest of 3Q24.
They also look at the plethora of web3 and onchain developments including the latest with Eclipse, Avalanche's partnership with the California DMV, Jupiter's announcement to reduce it's JUP supply and the recent Terra hack.
2:30 What’s driving the big market moves
8:25 Market technicals
10:25 Potential Fed response
15:23 Endogenous crypto catalysts
17:50 Financing update, leverage, and margin calls
24:18 Crypto flows
27:00 ETFs
30:40 Onchain updates
36:40 Jupiter cutting token supply
37:54 Ethereum Pectra upgrade
Please like and subscribe to our podcast and visit our research portal for more content.
Host: David Duong, CFA - Head of Research
Panel:
Georg Toropov - Senior CES Trader
Sarah Williamson - Head of Prime Financing Trading
David Han - Research Analyst