Coinbase Institutional Market Call The Halving Effect
In this episode, we welcome Joshua Frank, Co-Founder and CEO of The Tie, to unravel the complexities and anticipate the future trends of the cryptocurrency market. From the implications of the Bitcoin halving to the evolving landscape of ETFs, and the shifting balance between retail and institutional influence, this discussion offers a comprehensive overview of what's shaping the crypto world today and tomorrow.
Key Discussions:
Bitcoin Halving Insights: Joshua and David shares their expert analysis on the significance of the Bitcoin halving. Is it as impactful as it's touted to be, and what might the market response signal for future cycles?
ETFs and Wealth Management: We're on the cusp of witnessing RIAs and wealth management platforms integrating crypto, particularly 90 days post-ETF launch. How much will activate and what does this mean?
Public Filings - Retail vs. Institutional: With 13F filings on the horizon in May, we dive into the debate on whether the crypto market is predominantly retail or institutionally driven and what the data might reveal. What can we learn about the future of the crypto market from Form D filings? This segment aims to decode the information these filings offer about crypto's trajectory.
Upcoming Unlocks into Year End: Addressing the significant volume of unlocks anticipated this year and their potential impact on the market.
ETF Flows and Market Sentiment: Rounding off with an update on ETF flows, BTC & ETH basis, and the nature of client conversations surrounding the Ethena project, providing a pulse on current market sentiment. A Liquid Restaking Update: An update on liquid restaking developments, along with a discussion on some of the emerging concerns in this space.
Whether you're an investor, enthusiast, or industry professional, join us for a thought-provoking discussion that demystifies the dynamics at play in today's digital asset landscape.
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Special Guest:
- Joshua Frank, Co-Founder & CEO, The Tie
Host:
- Ben Floyd, Head of Coinbase Execution Services
Panelists:
- Greg Sutton, Senior CES Trader
- David Han, Research Analyst