โถ Coinbase Website: Coinbase.com
โถ CEX Website: cex.io
In this episode, Coinbaseโs 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 oneโs a full-on macro + crypto masterclass.
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๐ค Our Head of Research Kyle Reidhead is speaking at Zebu Live (Oct 21โ22).
Want in? Use code MILK for 20% off tickets.
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๐ GUEST INFO ๐
David Duong:
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โฑ TIME POINTS โฑ
00:00 โ Intro
02:31 โ Fed Meeting Recap: Rate Cuts, Macro Setup & Powellโs Message
06:21 โ Why David Expects a Parabolic Move & What Could Stop It
09:38 โ Should We Still Worry About Tariffs and Inflation?
12:50 โ KGeN
13:20 โ Figure Markets
13:54 โ Coinbase Debunks Crypto Seasonality: Does โUptoberโ Matter?
18:13 โ Where Are We in the DAT Cycle?
21:44 โ Trading Volume Trends for DATs Explained
23:36 โ Will Demand for DATs Keep Rising?
25:30 โ The 5โ10 Year Outlook for DATs: Hype or Lasting Trend?
28:44 โ What Other Catalysts Could Trigger a Crypto Blastoff?
31:36 โ When Will This Bull Cycle End? Duongโs Take
35:40 โ Wrap-Up
36:12 – Zebu Live: Meet Kyle & Get 20% Off Tickets
#crypto #marketanalysis #ethereum #bitcoin
๐ Disclaimer ๐
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.
โถ Coinbase Website: Coinbase.com
โถ CEX Website: cex.io
Youtube version
