Trading Strategies, Macro Trends & Onchain Shifts with Fasanara

This week, we explore Fasanara’s approach to trading—how they identify inefficiencies, their evolving strategies, and what’s next for their platform. We also break down the latest market trends, including perp funding rates, ETF flows, and COIN50 index performance.
Beyond markets, we dive into macro updates, covering Tariff Liberation Day on April 2nd, weaker JOLTs numbers, and expectations for non-farm payrolls. In  tokenization developments, we discuss Visa’s Tokenized Asset Platform, Mastercard’s blockchain-powered payment network, and the evolving stablecoin landscape.

In the onchain section, we track TVL changes across major protocols, Ethereum’s DEX dominance over Solana, and Walrus Storage’s mainnet launch. Finally, we highlight key upcoming catalysts, including the FTX claims process starting on May 30th and broader market implications.

Topics Covered:

• Fasanara’s Trading Strategies: How they identify market inefficiencies and their future plans.
• Market Update: Perp funding rates, ETF flows, and technical levels for BTC, ETH & key indices.
• Macro Outlook: Liberation Day impact, JOLTs data, and Non-Farm Payrolls expectations.
• Regulatory & Industry News: Visa’s tokenization plans, Mastercard’s blockchain network, and stablecoin legislation.
• Onchain Insights: TVL shifts, Ethereum vs. Solana DEX volumes, and Walrus Storage live on mainnet.
• Upcoming Catalysts: Tariff Liberation Day (April 2nd) and FTX large claims process (May 30th).

Host:
 Ben Floyd, Head of Execution Services

Special Guest:

Alessandro Balata, Partner and Portfolio Manager at Fasanara Digital

Speakers:
David Duong, Head of Institutional Research
David Han, Research Analyst
Georg Toropov, Senior CES Sales Trader

Links:

• Coinbase Derivatives, LLC now offers CFTC-regulated futures for Natural Gas and Cardano $ADA
• Coinbase open-sources our multiparty computation (MPC) cryptography library, setting a new industry benchmark for cryptographic transparency.
• Greg Tusar, Coinbase Head of Institutional Product joins Capital Decanted discuss whether a pro-crypto US administration will spur increased institutional adoption in the world’s largest market.
• Max Branzburg, head of consumer talks about how crypto has evolved on the Tear Sheet Podcast
• Coinbase Institutional Research