The state of crypto venture capital

Ryan Yi from Coinbase Ventures starts us off with an overview of Coinbase Ventures, delving into the current venture funding environment and discussing recent improvements to builder ecosystems, user experience, and utility in the crypto space.

Georg shares updates on the reduced BTC dominance offshore, the launch of Worldcoin, and developments in the XRP case.

David offers a comprehensive summary of major macro events this week, including updates from the Fed, ECB, BOJ, and others. He also highlights key takeaways from EthCC, covering discussions on Coinbase’s Cafe, Vitalik's insights on account abstraction, and Justin Drake's thoughts on MEV burn as well as decentralized sequencers, DVT, and zk proofs.

Greg shares insights on institutional flows, the options market, and his thoughts on positioning in the current market, offering valuable perspectives for investors and traders.

Tammy explores the potential applications of blockchain and AI/ML, focusing on the intriguing combination of zero-knowledge proofs (ZK) and AI. She discusses how these technologies could revolutionize various industries, presenting exciting opportunities for innovation.

Host

• Ben Floyd, Head of Execution Services

Special Guest

• Ryan Yi, Coinbase Ventures

Presenters

• Georg Toropov, Senior CES Salestrader
• David Duong, Head of Institutional Research
• Greg Sutton, Senior CES Salestrader
• Tammy Yang, Senior Blockchain Researcher

Link to Research and Insights Hub

• https://www.coinbase.com/institutional/research-insights

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