PODCAST · technology
Coinbase Markets Podcast
by Coinbase
Each week the Coinbase Institutional team brings you the latest news and insights to help you navigate the crypto markets.
Episodes
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Coinbase for Agents, Bitcoin Falls Below $60K, and the Capital Zero Sum Game (ft. Austin Arnold)
We discuss why the "Fed trade" is back in control of crypto as a stronger dollar and hot PCE inflation push bitcoin below $60K for the first time in nearly two years. We cover why AI and equity earnings keep crowding out speculative crypto demand, and what might finally free up capital for…
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AI's Crypto Threat, Labor vs Inflation, Bitcoin Tests $60K, and Hyperliquid's Competition
Description: We discuss why this week's macro setup favors caution, as last week's strong jobs report makes the upcoming CPI print critical to the Fed's reaction function. We cover why Bitcoin's institutional bid is being tested, with ETF outflows acting as a double-edged sword and $60K standing...
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Crypto Options & Perps Enter America, Bitcoin Breaks Down, and Higher-for-Longer Inflation
We discuss why oil remains the key macro pressure point for crypto as Iran-conflict escalation keeps inflation risk, the dollar, and higher-for-longer Fed expectations in focus. We cover why bitcoin’s setup has weakened below $70K, with ETF outflows, weak trend signals, softer holder…
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Fed Hawkishness, Nvidia Earnings Implications, and Tokenization Risks
We cover how the April Fed minutes challenged the one-way cut narrative, why Nvidia’s strong earnings and the broader AI CapEx cycle are supporting equities without necessarily lifting crypto, and how bitcoin has absorbed meaningful ETF outflows without breaking down. We also discuss the latest...
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Hyperliquid x Coinbase, Solana’s Alpenglow, and Bitcoin's Key Indicators (ft. Lark Davis)
we sit down with Lark Davis to discuss why hotter inflation data is forcing markets to rethink the Fed’s room to cut, and why that may keep crypto in a more selective regime. We cover whether Bitcoin is really an inflation hedge, why BTC dominance may stay elevated if liquidity remains tight, and...
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Circle’s ARC Token, Bitcoin’s CPI Test, and ETH's Staking Queue
In this episode, we focus on three of the biggest crypto stories of the week: Circle’s Q1 results and ARC token announcement, Bitcoin’s more nuanced setup after strong ETF demand ran into a hotter CPI print, and Ethereum’s increasingly important staking and float dynamics. Main sections (01:21 -...
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AI Risks in DeFi, the Rise of Prediction Markets, and Bitcoin’s Critical Test
We connect the week’s biggest macro and crypto stories, from Iran-driven oil volatility and the equities earnings backdrop to bitcoin’s increasingly important test near $80K. We discuss why rising spot ETF inflows and tighter float have made BTC’s rebound more meaningful, but not yet a confirmed...
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Introducing the Coinbase Advanced Podcast
In this inaugural episode of the Coinbase Advanced podcast, we break down one of the most confusing macro environments in modern history as crypto sentiment snaps back amid Middle East negotiations. The conversation explores the blurring lines between risk-on and risk-off assets, the systemic...
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The Fed's Double Bind, Bitcoin's Outperformance, Hyperliquid's Edge, and Bittensor’s Governance Shock
We unpack why oil remains the key macro lens for understanding markets as renewed Iran diplomacy, elevated crude prices, stronger labor data, and sticky inflation risks continue to shape the Fed backdrop and broader risk sentiment. We discuss why Bitcoin has remained relatively resilient in this...
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AI Agents, Ethereum’s Comeback, and Crypto-Backed Mortgages
We unpack the latest cross asset price action in response to surging oil prices and what elevated energy prices could mean for inflation, the Fed, and broader risk sentiment. We then explore why AI agents may become one of the most important structural themes in crypto, as autonomous software...
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A New Crypto Taxonomy, Ethereum’s Supply Sink, and Tokenizing the S&P 500
In this episode, we step back from the macro noise and focus on the biggest crypto stories of the week: (03:11 - 05:18) Why tokenization, stablecoins, AI agents, and onchain commerce are emerging as core crypto infrastructure themes. Plus, Coinbase Asset Management’s tokenized bitcoin yield fund…
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Crypto’s Divergence: Peak Pessimism, AI Agents, and Positive Signs for Altcoins
This week, we unpack some major crypto market themes: The Iran shock has turned oil from a background variable into an active transmission channel for inflation and volatility, complicating the Fed’s path to rate cuts just as labor data quietly weakens in the background. What will the Fed do at…
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Revisiting the Oil Shock from Iran, Hyperliquid’s Edge, and U.S. Inflation Risks
In this episode, we unpack the latest escalation in the Iran conflict and why the move in oil matters for markets, inflation expectations, and the Fed. We discuss how a headline-sensitive geopolitical risk premium has made oil the key macro transmission channel again, why the duration of any…
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Iran Impact on Crypto Markets, Oil Shock, Block’s AI-driven Layoffs and Bitcoin Key Levels
In this episode, we unpack the latest escalation in the Iran conflict and why the Strait of Hormuz standoff may be affecting market volatility and inflation-risk. We discuss the initial stability in markets before sentiment sobered on Tuesday as spillover fears grew, with oil rallying as gold…
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Cross-asset Course Correction
In this episode, we explore AI’s role in the recent cross-asset sell off and talk about what levels to watch on bitcoin in this mostly technically driven market. Negative gamma near the $60-70k zone may exacerbate downside moves, while positive gamma closer to $85-90k levels may pin price action…
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Quantum vs. Bitcoin: Preparing Without the Panic
On this episode, we sit down with Project 11 CEO Alex Pruden to unpack what quantum computing really means for bitcoin’s long‑term security — without the hype or doom scenarios. We break down realistic timelines for “cryptographically relevant” quantum computers, which parts of bitcoin are…
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The Relentlessness of Entropy
This week we discuss the sharp decline in crypto prices, which fell alongside gold after the nomination of Kevin Warsh as Fed chair, seemingly disproving the gold-to-bitcoin rotation narrative. We explore the lack of a clear marginal buyer for BTC, the increasing bearish positioning in the...
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Silver and Gold Stumble, Bitcoin Pinned by Technicals
The global macro landscape is shifting fast, and this week we dive into how it’s influencing bitcoin’s price. We’ll explore potential for a rotation between bitcoin and gold as precious metals come back into focus. Then, we look at the dramatic appreciation of the Japanese Yen and what…
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Special Guest Richard Galvin, DACM’s Executive Chairman & CIO
This week, we step back from the day‑to‑day price action and bring on Richard Galvin, Executive Chairman & CIO at Digital Asset Capital Management (DACM), to frame the 2026 crypto cycle. We dig into how his TradFi background has shaped DACM’s investment philosophy, where he’s positioning across…
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Looking Beyond the Bounce
We cover a lot of ground in this episode including: the effect of geopolitical developments on crypto the persistence of the BTC inflation narrative MSCI’s deferred DAT decision viral prediction markets On the macro side, the focus is on the US CPI print for December and whether this will impact...
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Crypto Kickoff 2026
We unpack our optimistic 1H26 crypto market outlook anchored on global liquidity support and rate-cut expectations, though energy prices and geopolitics represent potential tail risks. This may set the stage for momentum-led crypto performance and disciplined positioning. The discussion also…
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Year-End Wrap + 2026 Outlook
In this year-end episode, our Coinbase Research team wraps up 2025 by grading their crypto market predictions from the previous year and discussing key themes for 2026. The hosts score their prior year outlook on macro trends, tokenization, and the resurgence of DeFi/DEX volumes. Find out which...
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Rents Are Too Damn High
Crypto racked up some wins this week with Vanguard and Bank of America opening the door for their clients to trade the asset class, though many still wonder why BTC isn’t trading substantively higher given all the good news. Our Head of Research, David Duong, remains constructive due to favorable...
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Post-Thanksgiving Market Outlook
In this episode, Coinbase Research dissects the post-Thanksgiving crypto landscape, marked by low liquidity and high volatility. We debate a “trend variant” approach to dollar cost averaging (DCA), explore the implications of the Fed ending quantitative tightening, and the market implications of…
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No Man’s Land
Crypto markets have gone through a broad repricing as doubts about AI ROI, the unwind of the momentum trade, and renewed uncertainty around the December FOMC meeting collide. We unpack why this macro mix matters more than usual: a prolonged government shutdown has jeopardized October 2025…
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Crypto Crosswinds: November Chop and Year-End Challenges
This episode unpacks a fragile week in crypto markets, discussing why reactive positioning can beat buying dips in downtrends, and what November’s liquidity signals could mean for a potential year‑end turn. We map the landscape of softening demand—from corporate treasuries to ETF…
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Charting Crypto Signals, Ethereum vs Tempo + Arc, and Macro
Starting today, all Coinbase One US subscribers will have early access to Coinbase Research. If you’re a CB1 subscriber, check your inbox now. In this episode, we cover some of the topics from our latest Monthly Outlook. We also wade into the enterprise L1 debate following the announcement that...
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Skews, Spreads and the Battle for Perp DEX Supremacy
In this episode, we dig into whether there’s more downside ahead or if the worst is now behind us following the leverage flush on October 10. We discuss how elevated altcoin open interest set up cascading liquidations and why the reset cleans up positioning but doesn’t guarantee direction. Flows...
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Crypto’s Flash Crash
The phrase “Black Friday” now carries a very different connotation for crypto market participants following Friday’s flash crash that saw $19B in leveraged positions wiped out. Ostensibly, the catalyst for the move was the announcement of 100% tariffs and new export controls on China…
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Market Renaissance and Infrastructure Overhaul
Bitcoin pushed past $125,000 this week as US spot ETFs saw massive inflows, and corporate treasuries added to their reserves. With the US government shutdown, what data should we be looking at for markets? Meanwhile, SWIFT’s recent blockchain announcement suggests traditional finance is rapidly...
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Uninspiring Price Action, Slowing TVL Growth, and RWA on Avalanche
This episode breaks down the key turning points in the current macro environment, exploring why risk assets are struggling despite recent Fed dovishness and what’s driving the recent pause in DeFi total value locked (TVL) growth, even as markets search for new catalysts. The conversation moves…
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Crypto Liquidations Drive Markets Lower
This week, the team analyzes the liquidation-driven downturn in BTC, ETH, and altcoins, alongside the broader macroeconomic outlook for Q4. Plus, Colin provides an in-depth analysis of ETH fundamentals, DAT activity, and developments on Base. Speakers: - Joshua Pak, Senior CES Sales Trader…
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DATs, the Fed and Seasonality
David and Colin answer three pressing questions from institutional investors: is the DAT cycle over? Do Fed cuts represent a local top? Does seasonality (e.g. Uptober) really matter in crypto? They also discuss what's happening with Nakamoto Holdings, how much the Fed could cut before the end of...
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Nasdaq's Crypto Push and a Labor Market Shocker
Nasdaq's Crypto Push and a Labor Market Shocker Description: This week, we're analyzing a market that's showing a clear divergence. Bitcoin is seeing strong inflows of over $620 million, while Ethereum is experiencing significant outflows of $880 million. Price action reflects this, with Bitcoin...
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Discussion with CEO of Pudgy Penguins, Luca Netz
This week, we sit down with Luca Netz, the CEO of Pudgy Penguins, to discuss the project and its vision. Additionally, the team shares insights on market expectations for September, a month historically known for seasonal challenges. We also explore the macroeconomic factors influencing prices....
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A discussion with Rekt and crypto's derisking ahead of Jackson Hole
This week we sit down with Ovie Faruq, founder of Rekt Brands, and talk through crypto's weakness ahead of Friday's Jay Powell speech. Speakers: Joshua Pak, Senior CES Sales Trader David Duong, Global Head of Research Colin Basco, Institutional Research Ovie Faruq, Founder of Rekt Brands Inc…
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Ethereum's Explosive Rally, Coinbase Unlocks DEXs & The Post-CPI Macro Game
Description: This week, we're digging into the market's reaction to the latest CPI data and what it means for the macro landscape as we look ahead to the Jackson Hole symposium. We'll discuss expectations for the event, the ongoing debate around potential new Federal Reserve appointments, and...
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JPMorgan & Coinbase Partner, SEC Rewrites The Rules & Powell Heads to Jackson Hole
This week, we're analyzing the market's reaction to the recent Non-Farm Payrolls report, which hit our markets and has significantly increased rate cut expectations. We look ahead to the main event on the macro calendar: the Jackson Hole symposium, where Fed Chair Powell is scheduled to speak...
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BTC's large seller and ETH's continued outperformance
This week we dive into BTC's resilient price action in the face of challenging flow dynamics and break down ongoing ETH demand and broader macro trends. Speakers: Joshua Pak, Senior CES Sales Trader David Duong, Global Head of Research Gregg Wysocki, Director Institutional Sales Colin Basco,...
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ETH outperformance and crypto's growing market bid
This week we dive into BTC's falling dominance and ETH's banner inflows. The team also discusses ETH supply and demand fundamentals, SOL v ETH beta trades, and the Charting Crypto quarterly report. Speakers: Joshua Pak, Senior CES Sales Trader David Duong, Global Head of Research Ben Rodriguez,...
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Morpho Labs Conversation + BTC marks fresh highs
This week we dive into market dynamics that led to crypto’s strong price action on the week. The team walks through flows, derivative markets, and meme coin thematics. We also spend time with Merlin Egalite, co-founder @ Morpho Labs to walk through Merlin’s vision of DeFi lending, Coinbase’s…
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Crypto’s Continued Integration with Traditional Finance
This week, we’re diving into the accelerating convergence of traditional finance and crypto, headlined by the groundbreaking news that Fannie Mae and Freddie Mac are considering accepting crypto as valid assets for mortgage applications. This, combined with Circle’s recent application for a U.S....
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BTC Price Action, Stablecoins, and Prime Financing Updates
This week, we explore BTC's turbulent price movements amid a volatile geopolitical backdrop. The team dives into an analysis of price performance for crypto equity-linked assets, developments in stablecoins, and partnerships between credit card issuers and crypto-native applications. Zaid from…
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Mixed Signals? Plus Rate Decisions, A Stablecoin Vote & Corporate Debt
This week, we analyze a market sending mixed signals. While ETF flows for both BTC and ETH remain positive and perp funding rates are healthy, the COIN50 Index is down 5.2% on the week. This raises the question: are global markets accurately pricing risk, especially with low volatility in...
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A Pivotal Week for Crypto: Navigating Stablecoin Legislation, Inflation Data & Corporate Signals
This week, we're tracking Ethereum's continued ascent, which has now seen an incredible 14 consecutive days of ETF inflows. Bullish sentiment is reflected across the board with both ETH and BTC basis trading above 10%, while Bitcoin's market dominance holds strong at 65.45%. We'll also dive into...
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ETH ETF Momentum Builds, BTC Outflows; Ethereum's "Wartime" Shift, Corporate Stacking & Jobs Data Focus
Description: This week, we dissect a shifting market landscape: perp funding rates remain moderate, but Ethereum's basis is notably trading above Bitcoin's, fueled by recent momentum and significant ETH ETF inflows, which starkly contrast with current BTC ETF outflows. Among the big movers, we're...
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Navigating New Peaks: Bitcoin Dominance, SOL vs. ETH, and Macro Factors
This week, we're diving into Bitcoin's surge to new all-time highs, with funding rates climbing, open interest nearing $100 billion, and BTC dominance holding strong at 61%. We'll explore expectations and market positioning as the major BTC Vegas conference kicks off and examine the bullish…
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US/China Tariff Progress, Stablecoin Update & Coinbase Acquires Deribit
This week, we delve into the significant progress on US/China tariffs announced over the weekend, including reciprocal rate cuts effective May 14th, and discuss how crypto assets reacted during off-market hours, leading to notable moves. In the Bitcoin segment, we analyze ETF flows, question if…
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Stablecoin Strategy & RWA Momentum
This week, we’re joined by special guest Tarun Gupta, CEO and co-founder of Coinshift, to discuss stablecoin adoption globally and his long-term vision for decentralized finance. In the market update, we highlight large inflows into BTC, CME flows up over 100% month-over-month, and a strong...
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Institutional Sentiment, ETF Momentum & Ethereum’s Road to Pectra
This week, we dive into the latest EY Digital Assets Survey and what it reveals about institutional sentiment: 85% of respondents increased their crypto allocations in 2024—and nearly the same expect to do so again in 2025. We unpack which assets are in focus, the critical role of regulation, and...
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ABOUT THIS SHOW
Each week the Coinbase Institutional team brings you the latest news and insights to help you navigate the crypto markets.
HOSTED BY
Coinbase
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Frequently Asked Questions
How many episodes does Coinbase Markets Podcast have?
Coinbase Markets Podcast currently has 175 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Coinbase Markets Podcast about?
Each week the Coinbase Institutional team brings you the latest news and insights to help you navigate the crypto markets.
How often does Coinbase Markets Podcast release new episodes?
Coinbase Markets Podcast publishes regularly with 175 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Coinbase Markets Podcast?
You can listen to Coinbase Markets Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Coinbase Markets Podcast?
Coinbase Markets Podcast is created and hosted by Coinbase.
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