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 profitability, and exchange inflows all pointing to a more fragile market. We also discuss Coinbase bringing regulated access to crypto options and perpetual futures to the US, why that could be a major institutional market structure unlock, and why AI continues to support equities even as crypto lags.
Main sections:
(01:20 - 08:51) Oil, Iran, and stagflation risk
(08:51 - 14:21) Bitcoin’s weaker setup
(14:21 - 22:18) Crypto options and perps come to the US!
(22:18 - 27:37) AI and equity leadership
Colin Basco - Quantitative Strategist, Coinbase (X: https://x.com/colin_basco)
Josh Pack - Senior Prime Trader, Coinbase
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