Strategic Insights w/ Dadi Kristjansson | Weekly Institutional Market Call

Join us for an insightful conversation with Dadi Kristjansson, where we explore his bullish stance on BTC, preference for SOL over ETH, and other critical updates shaping the cryptocurrency market. This episode delves into technical analysis, regulatory landscapes, macroeconomic factors, onchain developments, and the latest in ETF trends. Conversation with Dadi Kristjansson: Crypto Preferences: Discover why Dadi is long on BTC, is bullish SOL and a little concerned for ETH, providing an in-depth analysis of his investment strategy. Market Update: Technical Analysis: Unpack the key technical levels to watch in the current market. Collateral Integration: Discuss Bybit’s recent move to integrate Ethena Labs' USDe as a collateral asset. Regulatory Landscape: Analyze the mixed signals from regulators and what these could mean for the crypto market. Macro Economic Insights: Federal Meeting and Economic Data Update: Recap the outcomes of Wednesday's Fed meeting and the implications for the financial markets. Key Economic Data: Look ahead to the CPI release on the 15th and Nvidia’s earnings on the 22nd, and their potential impacts on the market. Onchain Developments: Aave's Innovations: Explore the latest announcements from Aave, including the launch announcement of Aave V4 and the Aave 2030 vision. Ethereum Gas Fees: Examine how Ethereum’s low gas fees are affecting the ETH burn rate, driving it to a yearly low. ETF Updates: ETF Flow : Review the recent inflows into GBTC and their significance. Hong Kong ETF Dynamics: Provide an update on the performance and reception of ETFs in Hong Kong’s market. This episode offers a comprehensive overview of the current state and future directions of the cryptocurrency market. Whether you’re deeply embedded in the crypto space or just keeping an eye on investments, these insights are crucial for navigating today's volatile market. Make sure to subscribe for more detailed discussions and expert analyses that keep you informed about the rapidly evolving world of digital assets. 01:34 Dadi Kristjansson Intro 04:21 Viska Investment Strategy 05:48 Solana vs. Ethereum 11:07 The L1 Landscape 12:45 L2s and L2 Scaling 17:16 ETH ETFs 21:46 Market Update 24:16 Macro Outlook 28:30 ETF Flows 30:27 Stablecoins & Yield 34:20 Aave Roadmap 36:00 ETH Gas Fees 37:52 Regulatory Rundown Host: Ben Floyd, Head of Coinbase Execution Services Special Guest: Dadi Kristjansson, Managing Partner, Viska Digital Assets Panelists: Greg Sutton, Senior CES Trader David Han, Research Analyst Georg Toropov, Senior CES Trader At Coinbase, our mission is to create an open financial system for the world. ✅ Subscribe to our channel here: https://www.youtube.com/channel/UCofTOFX4QuhT8OY-3-fFRFw/?sub_confirmation=1 ► To own a piece of the future visit Coinbase: https://coinbase.com ► Follow us on Twitter: https://twitter.com/coinbase ► Like us on Facebook: https://www.facebook.com/coinbase/ ► Find us on Instagram: https://www.instagram.com/coinbase/ #coinbase #Cryptocurrency #Blockchain #CoinbaseExchange #CoinbaseApp #OpenFinancialSystem #CryptoForAll __ This content is being provided to you for informational purposes only. Nothing discussed in this video is intended to be investment advice. This content, and any information contained therein, does not constitute a recommendation by Coinbase to buy, sell or hold any security, financial product or instrument referenced in the content.