Ep. 717 Coinbase's Global Head of Research: Why Crypto Isn’t Following the Old Cycles

In this episode of the Crypto 101 Podcast, David Duong from Coinbase explains why crypto markets are currently driven more by macro headlines than fundamentals. He highlights that institutional demand is rising rapidly, but many firms are still waiting for regulatory clarity before deploying significant capital. The conversation explores key growth areas like stablecoins, tokenization, and AI-powered crypto infrastructure as the next major drivers of adoption. Despite short-term volatility, the long-term outlook remains strong as crypto becomes more integrated into the global financial system. Check out Quince: Check out Shopify: Check out Mars Men: Get my altcoin pick for this month. Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! Chapters 00:00 — Intro: Coinbase’s global head of research joins the show. 03:25 — David’s background: from TradFi macro strategist to crypto. 06:35 — Why strong fundamentals aren’t translating to price yet. 08:21 — Institutions want exposure but are still cautious on regulation. 10:16 — Inside Coinbase’s institutional survey and key investor trends. 15:30 — 73% of institutions plan to increase crypto allocations. 19:30 — Stablecoins and tokenization driving the next wave of adoption. 29:28 — AI agents + crypto: the future of autonomous financial systems.

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Ep. 717 Coinbase's Global Head of Research: Why Crypto Isn’t Following the Old Cycles is an episode from CRYPTO 101 by Bryce Paul & Brendan Viehman .

This episode is 46:49 long.

This episode was published on Apr 6, 2026.

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