we sit down with Lark Davis to discuss why hotter inflation data is forcing markets to rethink the Fed’s room to cut, and why that may keep crypto in a more selective regime. We cover whether Bitcoin is really an inflation hedge, why BTC dominance may stay elevated if liquidity remains tight, and how traders are weighing onchain data, technicals, and institutional ETF flows. We also discuss Solana’s Alpenglow upgrade and why better technology still needs to translate into usage and token value capture. We finish by analyzing the new Hyperliquid x Coinbase partnership and why Hyperliquid remains one of crypto’s clearest product-market-fit stories.

Main sections:

(01:21 - 10:17) Inflation, Fed policy, and Bitcoin dominance
(10:17 - 22:21) Bitcoin key trading indicators
(22:21 - 29:20) Solana’s Alpenglow upgrade and implications
(29:20 - 39:28) Hyperliquid x Coinbase

Speakers:
Colin Basco – Quantitative Strategist, Coinbase (X: https://x.com/colin_basco)
Lark Davis – Host of The Lark Davis Show (X: https://x.com/LarkDavis)

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.