Coinbase Head of Research Says Macro + Institutions Will Send Crypto Vertical ~ Milk Road Crypto Podcast

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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Our Head of Research Kyle Reidhead is speaking at Zebu Live (Oct
21–22).

Want in? Use code MILK for 20% off tickets.

⁠⁠https://out.milkroad.com/ZebuLive2025Podcast⁠⁠

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and analysis:

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GUEST INFO

David Duong: https://x.com/Dav1dDuong

Disclaimer

The information presented in this video is for educational and
informational purposes only. It should not be considered as
financial, legal. The views and opinions expressed by the
speakers, are their own and do not constitute professional
advice. Investing in cryptocurrencies carries significant risks,
including the potential for substantial losses.

Coinbase Head of Research Says Macro + Institutions Will Send Crypto Vertical

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