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Coinbase Institutional Market CallAuthor: Coinbase
Each week the Coinbase Institutional team brings you the latest news and insights to help you navigate the crypto markets. Language: en Genres: Government, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Cross-asset Course Correction
Episode 164
Tuesday, 17 February, 2026
In this episode, we explore AI’s role in the recent cross-asset sell off and talk about what levels to watch on bitcoin in this mostly technically driven market. Negative gamma near the $60-70k zone may exacerbate downside moves, while positive gamma closer to $85-90k levels may pin price action to the upside. Indeed, despite Strategy (MSTR) buying BTC and Bitmine buying ETH over the last week, the price action largely continues to look lackluster. We talk about why this and other factors have contributed to our decision to change our market outlook from cautiously optimistic to neutral in 1Q26. We also discuss Vitalik Buterin’s recent write up on the future of Ethereum Layer-2 networks.Speakers:David Duong, CFA - Global Head of Investment Research (X: DavidDuong)Colin Basco - Research Associate (X: colin_basco)
