Episodes

Monday Mar 24, 2025
Monday Mar 24, 2025
David Duong, Global Head of Research at Coinbase, joins our host Fadi Aboualfa, Head of Research for this episode on 'Institutions, native tokenisation and the unrealised impact of the strategic reserve'.
The conversation highlights the divergence between institutional and retail investors in crypto, the evolution of Coinbase and the current state of DeFi. The duo also discuss the implications of strategic Bitcoin reserves, the rise of stablecoins, the dual narrative of Ethereum, L2 solutions and the impact of ETFs, and the future of tokenization and settlement finality.
Version: 20241125