Coinbase Institutional Market Call

The institutional trading team runs through the launch of Base and what they’re excited for in the coming months. Lido staking nears 75% with some very large transactions this week. The question of blockchain immutability is challenged in a court of law. The team also runs through their latest macro thoughts, the varied flows that they’re seeing on the desk and the re-orientation of stable coins as BUSD market share reduces by 33% over the last month. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week the team talks through how well crypto has held up in the face of higher rate expectations, possibly buoyed by flows from the Far East. They also cover Blur’s launch and incentive programs which helped it 4X OpenSea’s volumes last week and push them into a platform fee holiday. Lastly, the team provides an update on Ordinals and talks through the potential for L2s on Bitcoin. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Following the January inflation print, our institutional trading and research teams talk about the current state of crypto markets, the macro landscape, Bitcoin ordinals, and the Sepoelia testnet on February 28. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A less hawkish Fed spurred the risk rally to continue last week, but recent economic data has created confusion among investors. Powell speaks to the Economic Club of Washington on Tuesday. Plus, our trading desk and research teams talk about digital artifacts on bitcoin, a controversial proposal on Uniswap, and recent market inflows. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

This is a big macro week for markets with the Federal Reserve, ECB, Bank of England, and US payrolls data on tap. Ahead of those events, our trading and research team discuss the factors moving prices, the slope of the rates curve, and where the surprise might be to markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week the team discusses the positive market performance despite Genesis filing for Chapter 11 and take a closer look at BTC & ETH futures. They also review the macro situation, looking ahead to the Fed meeting on January 31/February 1 and the US debt ceiling. Lastly, they review the Electric Capital report on developer activity in 2022 as well as recent news on Uniswap and Ethereum. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week the team covers what’s happened with the recent run-up in prices, including:► What tokens have gained the most (hint: ChatGPT is playing a role)► Trade flows and what hedge funds, miners, and corporates have been doing recently► The upcoming spotlight that the macro environment might place on crypto prices The team also shares some of the takeaways from the thousand of pages of year ahead reports we’ve all been reading. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week the team covers what’s happened over the break including:► Has SBF or Alameda’s wallet been selling SOL? Wallets connected to them appear to be► The ongoing DCG & Gemini situation which has been taken to twitter► ETH upgrades, updates on staked ETH and who is benefitingThe team also shares some of the takeaways from the thousand of pages of year ahead reports we’ve all been reading.SUBSCRIBE + Additional Resources:► To view this week's episode on Youtube: https://www.youtube.com/watch?v=GQA7bfOMMZs► To learn more about our research visit our research and insights hub: https://www.coinbase.com/institutional/research-insights► Follow us on Twitter: https://twitter.com/coinbaseinsto This content is being provided to you for informational purposes only. Nothing discussed in this video is intended to be investment advice. This content, and any information contained therein, does not constitute a recommendation by Coinbase to buy, sell or hold any security, financial product or instrument referenced in the content. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crypto trades higher on inflation surprise, but the Fed’s tone on Dec 14 could still dent the rally. The arrest of SBF is deflecting some of the attention away from the US House Financial Services hearings on FTX. Outflows at Binance unnerve some investors, but they’re relatively small relative to reserves. And finally, our predictions for markets and the crypto landscape in 2023. SUBSCRIBE + Additional Resources:► To view this week's episode on Youtube:https://www.youtube.com/watch?v=GEfr3G8Jt2M► To learn more about our research visit our research and insights hub: https://www.coinbase.com/institutional/research-insights► Follow us on Twitter: https://twitter.com/coinbaseinsto This content is being provided to you for informational purposes only. Nothing discussed in this video is intended to be investment advice. This content, and any information contained therein, does not constitute a recommendation by Coinbase to buy, sell or hold any security, financial product or instrument referenced in the content. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With FTX related fears moving into the rear view mirror, this week the team is talking through macro data points to watch out for, the strong out performance of LTC, and whether we will see a Santa Claus rally into year end. The team also tackles steep losses at Maple, a hack at ANKR, and share a PSA for BAYC holders. SUBSCRIBE + Additional Resources:► To view this week's episode on Youtube: https://youtu.be/ykQhCJqjs3w► To learn more about our research visit our research and insights hub: https://www.coinbase.com/institutional/research-insights► Follow us on Twitter: https://twitter.com/coinbaseinsto This content is being provided to you for informational purposes only. Nothing discussed in this video is intended to be investment advice. This content, and any information contained therein, does not constitute a recommendation by Coinbase to buy, sell or hold any security, financial product or instrument referenced in the content. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.