Market Cap w/ David Lawant from Anchorage Digital

Show Notes

🎥 Watch the video version: https://www.youtube.com/watch?v=UhG8ynqcACI

On this Market Cap episode, our Director of Institutional Services Stefano Sanabria speaks with David Lawant, Head of Research at Anchorage Digital.

Anchorage Digital is a key crypto infrastructure provider for institutions to securely hold, move, and actively use digital assets.

Positioned at the intersection of custody, staking, and market access, it’s helping shift crypto from passive exposure to a fully integrated financial system.

On Market Cap we feature firms and funds to explore the thinking that guides them, the patterns they observe, and other forces moving the markets.

Chapters
01:44 Real vs Perceived Crypto Momentum
05:22 Late-Stage Bear Market Psychology and Fatigue
10:44 Crypto Institutionalization through a TradFi Lens
16:17 What Anchorage Actually Does Beyond Custody
20:45 Who Anchorage Really Serves Across The Market
22:48 Why Institutions Need External Research Partners
31:09 Market Apathy in Volumes and Leverage
35:37 Everyone thinks BTC will Chop 60–80k
38:30 Options Boom: Yield Strategies
48:23 Signals that Confirm a Market Regime Shift
54:06 Directions for Future Research

What is Market Cap?

Market Cap is the show for serious capital in crypto. Stefano hosts allocators, market makers, and institutional operators to unpack the flows, structures, and mechanics shaping the asset class. Conversations focus on market structure, liquidity, the bridge between TradFi and crypto, and the questions allocators are actually asking. Built for professionals who treat crypto as a market, not a meme.