Coinbase Institutional Market Call
Coinbase Verified Pools, Market Trends & Key Catalysts
This week, the team is joined by Brock Miller, Senior Staff Software Engineer, to discuss Coinbase Verified Pools—why we launched it, how it works, and what’s next. We also break down the latest market trends, including perp funding rates, ETF flows, and the SOL futures ETFs.
Beyond markets, we dive into macro updates, covering the April 2nd tariff announcement, the Fed's QT adjustment, and key earnings to watch in April. Onchain, we look at the continued growth in stablecoins, BUIDL’s expansion to Solana, and new activity on Pumpswap and Polymarket. Finally, we highlight major Coinbase updates, including our Ethereum Validator Performance Report and a new institutional investor survey showing increasing crypto adoption. Check the show notes for all links.
Topics Covered:
- Coinbase Verified Pools: Why we launched it and what’s next.
- Market Update: Perp funding, ETF flows, and technical levels for BTC, ETH & SPX.
- Macro Outlook: April 2nd tariff news, Fed QT slowdown, and key earnings ahead.
- Onchain Insights: Stablecoin growth, BUIDL expansion, and Solana’s DeFi shifts.
- Coinbase Updates: Ethereum validator report & institutional investor trends.
- Upcoming Catalysts: Pectra Hooli upgrade (March 26) and April 2nd macro events.
Host:
Ben Floyd, Head of Execution Services
Guest:
Brock Miller, Senior Staff Software Engineer
Speakers:
David Duong, Head of Institutional Research
David Han, Research Analyst
Greg Sutton, Senior CES Sales Trader
Links:
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