Path to recovery: catalysts and time

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.

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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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