Why Ethereum Might Be the Most Mispriced Asset in Crypto Right Now w/ David Duong
Published: March 27, 2026
Duration: 38:09
In today’s episode, we sit down with David Duong (Global Head of Institutional Research at Coinbase) to break down one of the biggest shifts happening in crypto… and why most investors haven’t caught on yet. From new SEC + CFTC regulatory clarity to BlackRock’s latest move into ETH, the foundation for the next phase of crypto is quietly being built. Meanwhile, institutions are increasing allocations, supply dynamics are tightening, and Ethereum could be setting up for a major reprice.
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