Coinbase Markets Podcast Post-Thanksgiving Market Outlook
Dec 2, 2025
Colin Basco, a Research Associate from Coinbase, offers insightful analysis on the post-Thanksgiving market. He critiques traditional dollar cost averaging, advocating for a trend variant approach. The conversation dives into the Fed's imminent rate cut and its potential impact, while also addressing recent volatility linked to the Bank of Japan's hawkish stance. They further explore the implications of AI-driven layoffs on the economy and examine crucial Bitcoin signals, particularly the battle to reclaim the $98K-100K support zone.
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Trend-Variant Dollar Cost Averaging
- Use a trend-variant DCA: buy only when Bitcoin trades above its 50-day SMA and stack cash otherwise.
- Lump-sum deploy stacked cash when Bitcoin reclaims the 50-day SMA to improve long-term returns.
Momentum Trumps Buy-Low In Crypto
- Momentum assets like crypto often reward 'buy high, sell higher' over 'buy low, sell high' in backtests.
- Buying when an asset shows relative strength can outperform blind DCA for trending markets.
Require Volume To Confirm Breakouts
- Demand a high-volume reclamation of key technical levels before trusting a breakout.
- Avoid trading slight closes above supports with low volume since liquidity can be manufactured and misleading.