Coinbase Institutional Market Call

Market Dynamics: The Fed, Frames, Funding Rates to Solana's New Chapter


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In this engaging podcast episode, we dive deep into the latest developments across the traditional and cryptocurrency markets, starting with Georg's comprehensive market update. David then offers a crucial macroeconomic perspective, shedding light on the implications of Powell's recent remarks which have tempered expectations for an imminent interest rate cut in March, pivoting our sights towards a potential May adjustment. This segment explores the enduring disinflationary trends, with a particular focus on China's economic landscape and the troubled commercial real estate sector and how that could affect crypto prices.

Greg takes the helm to analyze current flows and the intricacies of perpetual futures positioning, providing listeners with an insight into the market' sentiment. Sid brings to the fore the remarkable growth of Farcaster and the buzz around the Jupiter airdrop, highlighting the innovative developments within the Solana community.Beyond these updates, the episode covers a spectrum of critical topics:

  • The latest on FTX, including their plans to return 100% of funds to customers based on current value and the decision against restarting the exchange.
  • Insights into the Tether Foundation's profitability amidst the market's ebbs and flows.
  • A discussion on mining from a supply perspective, including considerations around the halvening and the introduction of ordinals.
  • A closer look at Farcaster Frames, which grants every user an onchain account on Optimism, showcasing the platform's meteoric rise in user engagement and the innovative applications developed by the community.
  • Updates from the Solana ecosystem, including airdrops, new apps and the Chapter 2 phone.

Don’t forget to like and subscribe for more thought-provoking discussions and stay at the forefront of digital asset trends and innovations.

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Coinbase Institutional Market CallBy Coinbase

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