Crypto Market Trends, Fed Outlook & OnChain Developments

This week, host Ben Floyd is joined by David Duong and Joshua Pak to break down the latest market action and key developments shaping the crypto landscape.
We start with an overview of market trends, including ETF flows, basis, funding rates, CEX vs DEX volumes, and sector winners and losers. Then, we move into macro updates, discussing the CPI, the Fed’s next steps, GDPNow forecasts, and regulatory shifts—including growing support for The BITCOIN Act.
Onchain, we highlight Solana’s five-year milestone, including some protocol highlights, and the latest in tokenized real-world assets. Finally, we wrap up with key catalysts to watch.We also celebrate four years of Coinbase Prime, our best-in-class platform that thousands of institutional clients use to trade, stake, finance, and custody crypto at scale. Coinbase also launched Coinbase for Governments to help bring them onchain.

Topics Covered:

• Market Trends: ETF outflows, AI & memecoin sector moves, and BTC/ETH key levels.
• Macro & Regulation: Fed policy outlook, GDPNow, and crypto legislation updates.
• Onchain Insights: Solana’s five-year growth, ETH-based RWA inflows, and major protocol updates.
• Upcoming Catalysts: Key economic events, protocol launches, and Nvidia’s GTC conference.

Host:
 Ben Floyd, Head of Execution Services

Speakers:
 David Duong, Head of Institutional Research
 Joshua Pak, Senior CES Sales Trader

Links:

• Coinbase Institutional Research
• Coinbase for Governments
• Latest Coinbase Advertisement