Colin Basco (colinbasco)

Colin Basco

Research @ Coinbase

76 Followers

Recent casts

PhDs and “heads of research” dropping analysis based on single-digit sample sizes is diabolical.

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Is crypto dead? Two shocks hit $BTC: 1. Oracle’s ($ORCL) Dec 10 earnings reignited the “AI bubble” narrative after it reported capex up ~$8.25B to ~$12B. Markets punished Oracle and risk assets in its orbit, including crypto. 2. FOMC hawkish commentary. 👇

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Tactical DCA of bitcoin continues to be the play. US PPI landed roughly in line with expectations, and markets still lean toward a December rate cut. Even so, the R:R favors trading the breakout instead of shoveling cash into a downtrend. 👇

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Top casts

BTC sliced through $100K support. We are now in no man's land.

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Global M2 ripping. Historically? $BTC follows ~110 days later with 90% correlation over the past three years. Fresh liquidity = beta chasing = crypto pumps. Send it. https://www.coinbase.com/institutional/research-insights/research/weekly-market-commentary/weekly-2025-07-18

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Onchain profile

Ethereum addresses