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Coinbase Institutional Market Call

Latest episodes

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Nov 9, 2022 • 23min

Binance, FTX and the broader market turbulence

A lot has happened in crypto over the last 24 hours. The CB Institutional team break down the FTX/Alameda situation, what could happen next for FTX & SOL and what we’ve seen and heard from clients in the last 24 hours.DISCLAIMER: This episode was recorded on the morning of November 9, 2022. At the time of recording Binance and FTX had publicly announced a tentative arrangement where Binance would fully acquire FTX.com. This story is developing therefore facts and viewpoints expressed may change.SUBSCRIBE + Additional Resources:► Please review Coinbase's approach to risk management and consumer protection: https://www.coinbase.com/blog/our-approach-to-transparency-risk-management-and-consumer-protection► To view this week's episode on Youtube: https://www.youtube.com/watch?v=XPh-h9gzH4Q► 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. 
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Nov 1, 2022 • 29min

SBF’s proposal, Vitalik’s response? Coinbase’s supporting Ripple’s Case and FED week!

Coinbase's VP of Global Regulatory Policy Scott Bauguess talks through what’s going on in DC with SBF’s proposal, Vitalik’s response and what the next few months could look like. We also talk about Coinbase supporting Ripple and Grayscale.David talks through what to expect from the FED this week and his outlook for the end of the year. Georg covers some big movers and Greg runs through what he’s seeing on the desk on on the exchange.  SUBSCRIBE + MORE:► To view this week's episode on Youtube: https://www.youtube.com/watch?v=rflpJ3lavNY► 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.
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Oct 25, 2022 • 19min

Low volatility, concentrated volumes, and a proposal from SBF

This week the team covers SBF’s regulatory musings, ETH and BTC volumes on exchange and what it means for the market overall, along with upcoming macro catalysts. We also discuss the recent proposal of MakerDAO to blend CeFi and DeFi, as well as voting dynamics on Uniswap and the Reddit Avatars NFT launch.  SUBSCRIBE:► To view this week's episode on Youtube: https://www.youtube.com/watch?v=iuGjD55O0jw► 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
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Oct 18, 2022 • 27min

>$100m exploit, Aptos L1 launch, ETH Shanghai update, FTX.US investigation, Wintermute loan repayment

A week where crypto prices ended up in the green, despite another large DeFi exploit. We also saw a new L1 has launch too much fanfare. We were given a better idea of the roadmap for the ETH Shanghai update and Wintermute repaid a large loan, confirming their solvency after their recent incident.  SUBSCRIBE:► To view this week's episode on Youtube: https://www.youtube.com/watch?v=ZL1GL0C3pbA► 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.
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Oct 11, 2022 • 30min

US CPI, Ripple’s Win, Weaker Volumes and the Binance Smart Chain exploit

This week the team covers US CPI, Ripple’s Win, Weaker Volumes and the Binance Smart Chain exploit.SUBSCRIBE:► To view this week's episode on Youtube: https://www.youtube.com/watch?v=wu9OBpSpcz0► 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/coinbaseinstoThis 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.
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Oct 4, 2022 • 32min

Risk off flows, strong dollar and ETH & BTC outperforming FX

This week the team covers US dollar strength and extreme moves in the British Pound. Flows also turned risk off, but BTC and ETH have still been outperforming traditional FX. Sid covers the USDC expansion and updates to the Cosmos ecosystem.SUBSCRIBE:► To view this week's episode on Youtube: https://www.youtube.com/watch?v=PE157kz9YjI► 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/coinbaseinstoThis 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.
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Sep 20, 2022 • 34min

ETH Merge success, liquid staking, Fed this week and a $160m hack

The Coinbase trading and research teams cover the successful ETH Merge and discuss what's next. They run through the two new ETH POW assets and their value today. It's an important week for Macro and David runs through what to look out for in the US and abroad. Lastly, Sid runs through the $160m hack of Wintermute, one of the most sophisticated market makers in crypto.SUBSCRIBE:► To view this week's episode on Youtube: https://youtu.be/1YdpFRgNZQU► 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/coinbaseinstoThis 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.
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Sep 13, 2022 • 33min

Countdown to the ETH Merge and launch of the ETH POW token

The Coinbase trading and research teams cover the countdown to the ETH Merge and launch of the ETH POW token.SUBSCRIBE:► To view this week's episode on Youtube: https://youtu.be/FV\_KrE9E-z4► 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/coinbaseinstoThis 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.
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Sep 6, 2022 • 25min

The September Effect, trouble in Europe, and what to watch in DeFi

The September effect, trouble in Europe, the Bellatrix Upgrade, and what to watch in DeFi as we head into the merge. The Coinbase trading and research teams cover it all and more.SUBSCRIBE:► To view this week's episode on Youtube: https://youtu.be/FV\_KrE9E-z4► 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/coinbaseinstoThis 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.
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Aug 30, 2022 • 21min

Life post Jackson Hole, ETH options positioning & NFT liquidations

This week the Institutional team discuss life post Jackson Hole, ETH options positioning & NFT liquidations.At Coinbase, our mission is to create an open financial system for the world.SUBSCRIBE:► To view this week's episode on Youtube: https://youtu.be/FV\_KrE9E-z4► 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/coinbaseinstoThis 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.

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