Navigating Volatile Markets: Man AHL's Crypto Strategy, Macro Shifts & Key Catalysts

This week, host Ben Floyd is joined by David Duong, David Han, and Greg Sutton to break down the latest market action and what’s on the horizon. We kick off with insights from our interview with Man AHL (Part of Man Group's Systematic Investment Business), exploring their approach to trend following and their evolving crypto strategy. From there, we dive into the macro landscape, reviewing the market movers of the past week, key support and liquidation levels, and what they signal for future price action. Onchain, we cover Ethereum’s Pectra upgrade, stablecoin supply growth, and the surprising decline in DEX volumes.To wrap up, we outline the most important upcoming catalysts that could shape market sentiment — plus, we’ve linked some essential reading from Man AHL and Coinbase Institutional Research in the show notes.

Topics Covered:

• Man AHL Insights: Trend following strategies and crypto adoption.
• Macro & Market Movers: What’s been driving volatility and key levels to watch.
• Ethereum & DeFi: The Pectra upgrade, stablecoin expansion, and DEX activity.
• Catalyst Watch: Upcoming events and protocol changes that could move markets.

Special Guests
Tarek Abou Zeid, Partner at Man AHL and Global Head of Client Portfolio Management
Andre Rzym, Partner and Portfolio Manager at Man AHL

Host:
Ben Floyd, Head of Execution Services

Speakers:
David Duong, Head of Institutional Research
David Han, Research Analyst
Greg Sutton, Senior CES Sales Trader

Links:

• An Investors Guide to Crypto - Man AHL
• In Crypto We Trend - Man AHL
• Coinbase Institutional Research