Coinbase Head of Research Says Macro + Institutions Will Send Crypto Vertical w/ David Duong

Описание: In this episode, Coinbase’s Head of Research, David Duong, returns to the show and drops some massive insight bombs. He breaks down why the macro backdrop is setting up perfectly, why institutions could front-run retail, and why most traders are completely misreading the cycle. From Fed rate cuts to DAT fatigue, from Bitcoin NAV compression to the real reason $7T in cash might soon flood into risk assets, this one’s a full-on macro + crypto masterclass.

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🎙 GUEST INFO 🎙
David Duong: https://x.com/Dav1dDuong

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⏱ TIME POINTS ⏱
00:00 – Intro
02:31 – Fed Meeting Recap: Rate Cuts, Macro Setup & Powell’s Message
06:21 – Why David Expects a Parabolic Move & What Could Stop It
09:38 – Should We Still Worry About Tariffs and Inflation?
12:50 – KGeN
13:20 – Figure Markets
13:54 – Coinbase Debunks Crypto Seasonality: Does “Uptober” Matter?
18:13 – Where Are We in the DAT Cycle?
21:44 – Trading Volume Trends for DATs Explained
23:36 – Will Demand for DATs Keep Rising?
25:30 – The 5–10 Year Outlook for DATs: Hype or Lasting Trend?
28:44 – What Other Catalysts Could Trigger a Crypto Blastoff?
31:36 – When Will This Bull Cycle End? Duong’s Take
35:40 – Wrap-Up
36:12 - Zebu Live: Meet Kyle & Get 20% Off Tickets

#crypto #marketanalysis #ethereum #bitcoin

📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.