Coinbase Markets Podcast No Man’s Land
Nov 18, 2025
Colin Basco, a Research Associate at Coinbase, dives into the current complexities of the crypto markets. He discusses the implications of a possible government shutdown on market releases and signals from small business earnings pointing towards Fed cuts. The duo weighs the risks of dollar-cost averaging during downturns and the importance of Bitcoin's performance for altcoins to thrive. Colin's cautious stance contrasts with David Duong's more optimistic view, creating a nuanced conversation on navigating this turbulent crypto landscape.
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Don't DCA Into A Downtrend
- Avoid dollar-cost averaging into a downtrend; it lowers your cost basis as prices fall.
- Wait to DCA an asset only after a confirmed reversal or sustained uptrend, using clear re-entry rules.
Data Gaps Amplify Fed Uncertainty
- Missing October CPI/jobs data increases Fed decision uncertainty and compresses market speculation.
- That data gap makes Fed probability swings more volatile and feeds current price dislocations.
Small Businesses Hint At Cuts
- NFIB small-business trends show falling sales, weaker earnings, cooling wage pressure, and low loan demand.
- Those signs collectively point toward lower inflationary pressure and increase the case for Fed rate cuts.