David Duong

David Duong, Head of Research at Coinbase, shares invaluable insights into the future of cryptocurrency markets. He discusses Bitcoin's dominance and its rise to new all-time highs alongside increased interest in altcoins. The potential impacts of ETFs, the significance of stablecoins, and the evolving strategies of corporate treasuries are hot topics. Duong also explores the interplay between crypto and AI, illustrating how these trends could reshape the financial landscape as institutional investments are on the rise.

David Duong, Head of Institutional Research at Coinbase, brings his expertise to the conversation on institutional market trends. He dives into the intriguing results of Coinbase's Q4 Crypto Survey, highlighting the perspectives of institutional versus non-institutional investors. Duong discusses Ethereum's potential for a price surge, the growth of prediction markets like Polymarket, and the overarching influence of macroeconomic factors on the market. He also touches on the ongoing themes of de-dollarization and the debasement trade, illuminating key insights for crypto enthusiasts.

David Duong, the Global Head of Investment Research at Coinbase, delves into the evolving landscape of crypto. He discusses how stablecoins are becoming essential for tokenized assets and why regulation, though slow, is crucial. Duong highlights that liquidity is pushing investors further into risk, while Bitcoin increasingly serves as a store of value. He also addresses the impact of geopolitical events on crypto prices and how tokenization is unlocking access to private markets, signaling a significant shift in institutional adoption.

David Duong, Head of Research at Coinbase, dives deep into the current crypto landscape. He analyzes the Federal Reserve's policies and their potential impact on rate changes and market dynamics. Duong highlights rising institutional interest in Ethereum and its implications for retail investors. He delves into the anticipated altcoin season, discussing macroeconomic signals and liquidity trends. Get ready for insights on Ethereum's trading volumes and strategies for navigating the evolving crypto market!

David Duong, Global Head of Research at Coinbase, shares insights on the fading 'digital gold' narrative of Bitcoin amid rising geopolitical tensions. He discusses how cryptocurrencies are being underpriced in the face of regulatory clarity and what recent legislation means for market structure. The conversation shifts to why international stocks are currently outperforming U.S. markets and explores the implications of on-chain trading and 24/7 markets. Duong emphasizes the transformative potential of internet capital markets for underserved businesses and emerging trends.

Edan Yago, from Bitcoin OS, champions macroeconomics and the tokenization of stocks, while David Duong of Coinbase sheds light on jobs reports and interest rates. They discuss Bitcoin's surge past $109K and the implications of recent economic data. The conversation dives into the ongoing tokenization war in crypto, including the launch of a Solana staking ETF and how institutions are redefining their approach to Bitcoin. The dynamics of corporate Bitcoin treasuries and new ETF innovations spark great enthusiasm among investors.

David Duong from Coinbase shares insights on market trends and the rise of stablecoins as institutional interest in crypto mushrooms. Chris Inks brings his expertise in technical analysis, offering a look at Bitcoin, Ethereum, and Solana, identifying breakout potential. They discuss Ethereum's trajectory towards all-time highs, factors influencing altcoin performance, and the exciting integration of cryptocurrency into traditional banking. The duo also navigates the evolving landscape of decentralized finance and the impact of recent regulatory changes on investment strategies.

David Duong, Head of Institutional Research at Coinbase, dives deep into the current state of the crypto market following a significant crash. He explains why liquidity is the key indicator to watch, detailing its 110-day lag effect on price movements. Duong discusses the psychological impact of the four-year cycle and how miner behaviors and ETF dynamics have changed selling pressures. He also examines whether AI investments are diverting capital from crypto and explores the market's potential mispricing of upcoming economic shifts.

David Duong, the Head of Research at Coinbase, shares his expertise on macroeconomic trends and their impact on the crypto market. He explains how a perfect macro setup could allow institutions to outpace retail investors and cautions that many traders are misreading current cycles. Duong highlights the influence of Fed rate cuts, the potential influx of $7 trillion into risk assets, and the importance of analyzing trading volume structures. This insightful discussion is a must-listen for anyone interested in understanding the future of crypto.

David Duong, Head of Institutional Research at Coinbase, shares insights on the crypto market's future amidst regulatory hurdles. He discusses the stalled Clarity Act and its implications, revealing how certain bank motives could delay crypto regulations. Delving into macroeconomic factors, David explains how $140 billion might boost market liquidity, emphasizing Bitcoin's potential to rival traditional assets like gold and stocks. His bullish outlook signals optimism for early 2026, marking a pivotal moment for investors navigating the ever-evolving crypto landscape.