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Markets Outlook

A Tech News , News and Daily News podcast

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About the show

Tune in as CoinDesk runs down the action across crypto markets and some of the most important recent industry developments.

Newest episodes

Why Strive’s Joe Burnett Says Fed Rate Hikes Don’t Matter for Bitcoin | Markets Outlook

36 min

On Markets Outlook, Strive VP of Bitcoin Strategy Joe Burnett sits down with Ray Salmond to explain why he thinks Fed rate hikes don’t matter for bitcoin in the long run, even as crypto markets slide. He breaks down how AI pulled capital away from bitcoin, why easing liquidity before the 2028 halving could set up a strong 2027, the math behind his $11 million-per-coin call for 2036 and how Strive decides when to buy bitcoin. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - Timecodes: 00:00 - Strive’s Joe Burnett Joins Markets Outlook 01:31 - A Macro Reality Check for Bitcoin 07:09 - Do Fed Rate Hikes Matter for Bitcoin? 09:09 - The 2028 Halving and Bitcoin’s ‘Perfect Storm’ 11:37 - Did AI Break Bitcoin’s Four-Year Cycle? 15:08 - What’s Bitcoin’s Next Real Catalyst? 21:08 - The Path to $11M Bitcoin by 2036 26:14 - Why Strive Keeps Buying Bitcoin 29:18 - What Investors Miss About Bitcoin Treasury Companies 31:27 - Strive’s Approach to Custody 34:04 - How Much Bitcoin Belongs in a Portfolio?

Is the AI Boom Keeping Bitcoin from Its Next Bull Run? | Markets Outlook

20 min

Hyblock Capital co-founder and CEO Shubh Varma joins CoinDesk’s Ray Salmond on Markets Outlook in the aftermath of the largest hack in crypto history. Varma says the order books barely moved because Binance could cover the $6.3 billion loss and refunded users in coin, not dollars. Plus, what the Democrats’ midterm wave means for crypto regulation, why he thinks Bitcoin’s next run will come from capital rotating out of the AI trade, and his contrarian call that 2027 will be bullish despite a Fed that’s raising rates. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com [grayscale.com]. - Learn more about CoinDesk Data & Indices at coindesk.com/institutions. - Timecodes: 00:00 - Shubh Varma Joins Markets Outlook 01:51 - Why Bitcoin Shrugged Off the Biggest Hack in History 04:12 - The Spot vs. Perps Signal to Watch 06:55 - Is Alt Season Dead for Good? 09:29 - Do Retail Investors Even Need to Trade Crypto Anymore? 12:38 - What the Midterm Blue Wave Means for Crypto 14:29 - Is AI Stealing Bitcoin’s Bull Run? 17:38 - The Contrarian Bull Case for 2027

Why Banks Can't Move Beyond Blockchain Pilots, According to Matter Labs | Markets Outlook

13 min

Alex Gluchowski, CEO and co-founder of Matter Labs, joins CoinDesk’s Jennifer Sanasie on Markets Outlook to unpack Prividium Commander, the company’s new product built to take digital assets from pilots to revenue. Gluchowski explains why operational friction, not technology, keeps institutions from moving digital asset experiments into production, and how Commander gives banks one control plane to run digital asset services under their own rules. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - Digital asset vaults are growing rapidly, but understanding the risks behind them requires more than on-chain data. S&P Global Ratings' Vault Risk Assessment (VRA) delivers independent, forward-looking insight into vault credit quality, governance, and risk management, helping bring institutional-grade risk transparency to digital asset markets. Learn more at https://www.spglobal.com/ratings/en/products/vault-risk-assessments. - Learn more about CoinDesk Data & Indices at coindesk.com/institutions. - Timecodes: 00:00 - Matter Labs’ Alex Gluchowski Joins Markets Outlook 01:40 - What Is Prividium Commander? 02:03 - Why Bank Blockchain Pilots Stall Before Production 04:30 - What Happens When Banks Build Their Own Plumbing 05:34 - How Cari Network Is Bringing 30 Banks to Tokenized Deposits 06:48 - The Path From Commander to ZK 09:06 - What Institutions Want From ZK Privacy 10:52 - Can Blockchains Handle Bank-Level Volume? 12:04 - Matter Labs’ Vision for a Global Digital Asset Economy

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Why Strive’s Joe Burnett Says Fed Rate Hikes Don’t Matter for Bitcoin | Markets Outlook

36 min

On Markets Outlook, Strive VP of Bitcoin Strategy Joe Burnett sits down with Ray Salmond to explain why he thinks Fed rate hikes don’t matter for bitcoin in the long run, even as crypto markets slide. He breaks down how AI pulled capital away from bitcoin, why easing liquidity before the 2028 halving could set up a strong 2027, the math behind his $11 million-per-coin call for 2036 and how Strive decides when to buy bitcoin. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - Timecodes: 00:00 - Strive’s Joe Burnett Joins Markets Outlook 01:31 - A Macro Reality Check for Bitcoin 07:09 - Do Fed Rate Hikes Matter for Bitcoin? 09:09 - The 2028 Halving and Bitcoin’s ‘Perfect Storm’ 11:37 - Did AI Break Bitcoin’s Four-Year Cycle? 15:08 - What’s Bitcoin’s Next Real Catalyst? 21:08 - The Path to $11M Bitcoin by 2036 26:14 - Why Strive Keeps Buying Bitcoin 29:18 - What Investors Miss About Bitcoin Treasury Companies 31:27 - Strive’s Approach to Custody 34:04 - How Much Bitcoin Belongs in a Portfolio?

Is the AI Boom Keeping Bitcoin from Its Next Bull Run? | Markets Outlook

20 min

Hyblock Capital co-founder and CEO Shubh Varma joins CoinDesk’s Ray Salmond on Markets Outlook in the aftermath of the largest hack in crypto history. Varma says the order books barely moved because Binance could cover the $6.3 billion loss and refunded users in coin, not dollars. Plus, what the Democrats’ midterm wave means for crypto regulation, why he thinks Bitcoin’s next run will come from capital rotating out of the AI trade, and his contrarian call that 2027 will be bullish despite a Fed that’s raising rates. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com [grayscale.com]. - Learn more about CoinDesk Data & Indices at coindesk.com/institutions. - Timecodes: 00:00 - Shubh Varma Joins Markets Outlook 01:51 - Why Bitcoin Shrugged Off the Biggest Hack in History 04:12 - The Spot vs. Perps Signal to Watch 06:55 - Is Alt Season Dead for Good? 09:29 - Do Retail Investors Even Need to Trade Crypto Anymore? 12:38 - What the Midterm Blue Wave Means for Crypto 14:29 - Is AI Stealing Bitcoin’s Bull Run? 17:38 - The Contrarian Bull Case for 2027

Why Banks Can't Move Beyond Blockchain Pilots, According to Matter Labs | Markets Outlook

13 min

Alex Gluchowski, CEO and co-founder of Matter Labs, joins CoinDesk’s Jennifer Sanasie on Markets Outlook to unpack Prividium Commander, the company’s new product built to take digital assets from pilots to revenue. Gluchowski explains why operational friction, not technology, keeps institutions from moving digital asset experiments into production, and how Commander gives banks one control plane to run digital asset services under their own rules. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - Digital asset vaults are growing rapidly, but understanding the risks behind them requires more than on-chain data. S&P Global Ratings' Vault Risk Assessment (VRA) delivers independent, forward-looking insight into vault credit quality, governance, and risk management, helping bring institutional-grade risk transparency to digital asset markets. Learn more at https://www.spglobal.com/ratings/en/products/vault-risk-assessments. - Learn more about CoinDesk Data & Indices at coindesk.com/institutions. - Timecodes: 00:00 - Matter Labs’ Alex Gluchowski Joins Markets Outlook 01:40 - What Is Prividium Commander? 02:03 - Why Bank Blockchain Pilots Stall Before Production 04:30 - What Happens When Banks Build Their Own Plumbing 05:34 - How Cari Network Is Bringing 30 Banks to Tokenized Deposits 06:48 - The Path From Commander to ZK 09:06 - What Institutions Want From ZK Privacy 10:52 - Can Blockchains Handle Bank-Level Volume? 12:04 - Matter Labs’ Vision for a Global Digital Asset Economy

AI Agents Can Now Book Hotels and Pay With Crypto | Markets Outlook

12 min

Juan Otero, CEO of Travala, joins CoinDesk’s Jennifer Sanasie on Markets Outlook to explain how the company’s new AI travel agent lets you book any of 2.2 million hotels in more than 230 countries just by chatting. Otero walks through how Travala uses BNB Chain’s machine payment protocol for gasless transactions and Binance Pay for settlement. Plus, he lays out the bigger plan: a future where agents anywhere can book hotels, flights, activities and car rentals on crypto rails. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - Digital asset vaults are growing rapidly, but understanding the risks behind them requires more than on-chain data. S&P Global Ratings' Vault Risk Assessment (VRA) delivers independent, forward-looking insight into vault credit quality, governance, and risk management, helping bring institutional-grade risk transparency to digital asset markets. Learn more at https://www.spglobal.com/ratings/en/products/vault-risk-assessments. - Learn more about CoinDesk Data & Indices at coindesk.com/institutions. - Timecodes: 00:00 - Travala’s Juan Otero Joins Markets Outlook 01:51 - Travala’s AI Travel Agent 02:25 - How AI Agents Pay With BNB Chain’s Machine Payment Protocol 03:16 - Why BNB Chain and Binance Pay? 04:17 - Booking a Hotel by Chatting With an Agent 07:05 - Can You Trust an AI Agent With Your Wallet? 08:00 - Crypto Rewards vs. Credit Card Points 09:29 - Who Is Travala’s AI Agent For? 11:12 - The Future of Agentic Travel on Crypto Rails

Anvil Launches SDK as Founders Fund Leads $5M Token Investment | Markets Outlook

17 min

Acronym Foundation President Tyler Spalding joins CoinDesk's Kate Irwin on Markets Outlook to break down the launch of the Anvil Protocol's SDK and what it means for bringing DeFi into everyday business. Spalding explains how Anvil works as a letter of credit protocol, and how CoinDesk parent company Bullish is among the first companies to integrate the SDK. Plus, why Bitcoin, Ethereum and tokenized real-world assets could reshape on-chain collateral. - Disclosure: Bullish is the parent company of CoinDesk. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - Digital markets move fast. Move forward with clarity from S&P Global Ratings' risk analysis spanning stablecoins, tokenized funds, digital bonds, DeFi protocols, and more. Explore digital asset solutions with S&P Global Ratings at https://www.spglobal.com/ratings/en/products/solutions/digital-assets?utm_campaign=Global-DA-Vaults&utm_source=digital-ads&utm_medium=link&utm_content=CoinDesk1. - Read more about CoinDesk Research's report on Asia-Pacific's emergence as the proving ground for regulated stablecoin finance and RLUSD's role at: https://www.coindesk.com/research/the-definitive-stablecoin-landscape-series-asia-pacific - Timecodes: 00:00 - Tyler Spalding Joins Markets Outlook 02:02 - Anvil Launches Its SDK for Builders 03:10 - DeFi's New Playbook: Letters of Credit 04:09 - Founders Fund Leads $5M Anvil Token Round 05:40 - Why a Governance Token Still Makes Sense 09:12 - The First Companies to Integrate 11:42 - What Makes Anvil's On-Chain Collateral Different 14:22 - Collateral in the Age of AI Agents 14:57 - Bitcoin, Ethereum and the Future of Collateral

70% of Tokenized Assets Fall Short on Transparency, Report Finds | Markets Outlook

17 min

Chronicle Founder Nik Kunkel joins CoinDesk's Kate Irwin on Markets Outlook to unpack their new report that found over $12 billion in tokenized assets falling short on transparency. Kunkel breaks down the five pillars every tokenized asset needs to meet, why roughly 70% of the assets reviewed don't clear the bar, and what real-time, verifiable proof-of-asset data means for institutions like BlackRock, BNY Mellon and Galaxy racing to bring trillions onchain. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - Digital markets move fast. Move forward with clarity from S&P Global Ratings’ risk analysis spanning stablecoins, tokenized funds, digital bonds, DeFi protocols, and more. Explore digital asset solutions with S&P Global Ratings at https://www.spglobal.com/ratings/en/products/solutions/digital-assets?utm_campaign=Global-DA-Vaults&utm_source=digital-ads&utm_medium=link&utm_content=CoinDesk1. - Timecodes: 00:00 - Niklas Kunkel Joins Markets Outlook 02:21 - Chronicle's New Report: Tokenization's Hidden Problem 03:50 - $12.3B Exposed: 70% of Tokenized Assets Fail the Test 06:12 - The Five Pillars Every Tokenized Asset Needs 08:18 - How to Achieve Proof of Asset 10:47 - Why Risk Isn't Priced In 12:57 - BlackRock, BNY Mellon and the Road to Real-Time Regulation

Bitcoin’s Next Supercycle: Why a Supply Shock Could Send Prices Soaring | Markets Outlook

24 min

Transform Ventures CEO and author of "Bitcoin Supercycle” Michael Terpin joins CoinDesk's Jennifer Sanasie on Markets Outlook to explain why he believes the bear market is over and "Bitcoin winter," the long climb back to the top, has officially begun. Terpin lays out his path to $120K by late next year, why 2028-29 could bring a rare collision of presidential and stock market cycles, when he sees million-dollar bitcoin, and why he believes an altcoin supercycle is coming too. Plus, GSR’s Managing Director of Asset Management Andy Baehr on why fixed income, not equities, will be the real catalyst that takes tokenization mainstream. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at realfi.co. - Timecodes: 00:00 - Michael Terpin Joins Markets Outlook 01:02 - Bitcoin Winter Is Here: Why the Bull Market Has Begun 02:40 - The Four Seasons of Bitcoin, Explained 04:45 - The Path to $120K Bitcoin 06:02 - Does the AI Trade Make This Cycle Different? 07:34 - When Bitcoin Breaks From Risk Assets 08:52 - The 2028-29 Cycle Collision 10:39 - Why Million-Dollar Bitcoin Needs a Supercycle 12:58 - Brand New Rails: Why Fixed Income Beats Equities for Tokenization 16:12 - Million-Dollar Bitcoin by 2037? 17:45 - 95% Mined: The Coming Supply Shock 18:38 - 28M Millionaires, 21M Bitcoin: What the Market Is Missing 19:44 - What Happens When the Last Bitcoin Is Mined? 20:52 - The Coming Altcoin Supercycle 22:53 - Memecoins Meet Tokenized Stocks

Circle Launched Its Own Blockchain. What Happens to Ethereum? | Markets Outlook

20 min

Nikhil Chandhok, Chief Technology and Product Officer at Circle, joins CoinDesk Contributor Kate Irwin on Markets Outlook the day Arc mainnet goes live. Chandhok explains why gas on Arc is USDC and not a native token, how opt-in privacy works, why BlackRock and Visa signed on as validators, and what changes for institutions when GENIUS rules take effect in January. Plus, Beezie Founder and CEO Andrea Miele on why tokenized luxury goods are the next frontier for provenance and liquidity. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at realfi.co. - Timecodes: 00:00 - Nikhil Chandhok Joins Markets Outlook 00:59 - CLARITY Failed. Why GENIUS Is Circle's Guiding Light 02:37 - Circle Announces Arc Mainnet 03:00 - How Opt-In Privacy Works on Arc 04:35 - Why Gas Is USDC and Not a Native Token 06:52 - Will AI Agents Take Over Onchain Activity? 10:10 - Brand New Rails: Tokenized Luxury with Beezie 13:11 - Why BlackRock and Visa Signed On as Validators 15:20 - DeFi on Arc: Aave, Morpho and Uniswap 16:43 - The Biggest Challenge Facing Institutions 18:45 - Bitcoin, Ethereum, and Why Circle Isn't Bearish

Is Bitcoin on the Verge of Its Biggest Bull Run? | Markets Outlook

22 min

Ran Neuner, Founder of Crypto Banter, joins Coindesk’s Jennifer Sanasie on Markets Outlook with charts in hand to explain why Bitcoin's pullback from $82K is textbook post-golden-cross behavior, and why he thinks the real story is what comes next. Neuner breaks down Scott Bessent's Treasury buybacks as the engine of the rally, why ETH just broke a nine-year downtrend against Bitcoin, and why he's rotating out of layer ones and into apps with real users and revenue. Plus, Energy Substantiation Co-Founder Wil Harris joins Brand New Rails to explain why hard-to-custody assets, like oil, are tokenization's real frontier. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at realfi.co. - Timecodes: 00:00 - Ran Neuner Joins Markets Outlook 00:45 - The Golden Cross and Bitcoin's Pullback 02:31 - Bessent's Buybacks and Why $6B Disappointed the Market 03:56 - Oil, the War, and Trump's $1.4T Stimulus Promise 06:47 - Brand New Rails: Tokenized WTI Crude Oil 09:37 - "Crypto's Biggest Bull Market Ever" 11:33 - ETH Breaks a Nine-Year Downtrend Against Bitcoin 14:03 - Altcoins to 7X Bitcoin? Crypto's Product Market Fit 18:02 - Why AI Agents Are Crypto's Real Use Case 19:54 - What Makes an Altcoin Win: Users, Revenue, Buybacks

$1.3 Million Bitcoin Will Be “Relatively Easy,” Says Bitwise’s Matt Hougan | Markets Outlook

15 min

Matt Hougan, Chief Investment Officer of Bitwise Asset Management, joins Jennifer Sanasie for a special edition of Markets Outlook from the New York Stock Exchange to unpack the market's overnight flip from despair to euphoria. Hougan explains why a traditional 60/40 portfolio is "100% fiat currency," why holding 0% Bitcoin has become a misallocation, and where he's allocating now. Plus, why he gives Bitcoin a good chance of reclaiming $100K this year and sees $1.3 million by 2035.  Stellar Development Foundation CEO Denelle Dixon also joins to unpack Stellar crossing $4 billion in tokenized real-world assets, a 400% jump since January. - Timecodes: 00:00 - Matt Hougan Joins Markets Outlook 00:45 - Despair to Euphoria: What Flipped the Market 03:20 - AI Stocks vs. Bitcoin 05:49 - Brand New Rails: Stellar Crosses $4B in Tokenized RWAs 08:05 - Bitcoin, Zcash, and the Tokenization Trade 14:15 - Matt's Bitcoin Price Prediction This Year and By 2035 - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Join the Testnet now at realfi.co. - This episode was hosted by Jennifer Sanasie.

Are AI Chips the New Crypto Trade? | Markets Outlook

18 min

Pierre Rochard, CEO of The Bitcoin Bond Company, joins Jennifer Sanasie on Markets Outlook to unpack the narratives driving crypto markets heading into Q4. From his 80K year-end price target to his rebuttal of Mark Cuban's "chips are the new crypto" take, Pierre breaks down why Bitcoin's scarcity story remains intact and why miners pivoting to AI could actually be a tailwind for Bitcoin price. Plus, Bullish's new Head of Tokenization joins to unpack what it means to be the first regulated exchange to trade tokenized equity. - Timecodes: 00:00 - Pierre Rochard Joins Markets Outlook 00:56 - Watching the Fed and Treasury 02:14 - Pierre’s Bitcoin Price Target 02:24 - Responding to Mark Cuban: Chips vs. Bitcoin 06:01 - Why Cuban May Have Latched Onto the Wrong Narrative 07:25 - Will Retail Come Back to Bitcoin? 09:24 - Brand New Rails: Bullish Launches Tokenized Equity Trading 12:02 - Self-Custody vs. Exchanges Post-ColdCard 13:42 - The Best Ways to Get Bitcoin Exposure 15:32 - Bitcoin Miners Pivoting to AI 17:21 - Why Miners Leaving Is Actually Bullish for Bitcoin - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co. - This episode was hosted by Jennifer Sanasie.

Fomo Co-Founder: The Next Breakout App Won't Call Itself Crypto | Markets Outlook

17 min

With Fomo posting all-time high fees in August and with roughly 100,000 daily traders, co-founder Se Yong Park joins CoinDesk Contributor Kate Irwin on Markets Outlook to unpack the Solana-to-Robinhood Chain growth story, why social finance apps like Farcaster and Zora never broke out, and how prediction markets could turn a generation of bettors into traders.  - Timecodes: 00:00 - Se Yong Park Joins Markets Outlook 01:11 - Inside FOMO's Record August in Fees 02:22 - Institutional Era, Consumer Endgame 03:43 - Solana, Robinhood Chain, and the Multi-Chain Effect 06:10 - Why Farcaster and Zora Never Broke Out 08:05 - Prediction Markets Will Turn Bettors Into Traders 09:24 - Advice for Founders: Ship Before It's Perfect 10:51 - DeFi is a Matter of When, Not If 12:39 - Regulation, Innovation Exemptions, and Building in the US 13:37 - Gen Z, New Media, and the Rise of Small Creators 15:20 - Q4 Outlook: The Next Breakout App Won't Be Crypto-Branded - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co. -

Bitcoin Breaks $70K—When Will It Hit a New All-Time High? | Markets Outlook

17 min

With Bitcoin surging past $72K and showing signs of a broader breakout, 10x Research CEO and Founder Markus Thielen joins Jennifer Sanasie on Markets Outlook to explain why he turned bullish early and why he believes the cycle low is already behind us. From Fed tailwinds and institutional flows to the key levels that could unlock a new all-time high, Markus breaks down what's driving the move. Plus, we look inside Symbiotic's partnership with Centrifuge to offer instant USDC liquidity. - Timecodes: 00:00 - Markus Thielen Joins Markets Outlook 00:37 - Where Does Bitcoin End the Year? 02:02 - When Do We See a New ATH? 05:32 - Brand New Rails: Symbiotic x Centrifuge 08:44 - Is Bitcoin Still a Retail Product? 12:03 - $1 Million Bitcoin by 2030? 15:20 - On-Chain Signals to Watch Right Now - This interview was recorded on August 19th before bitcoin's most recent rally. - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co. - This episode was hosted by Jennifer Sanasie.

Wall Street Infrastructure Comes to Prediction Markets | Markets Outlook

14 min

DoubleZero Edge is partnering with Kalshi to deliver Wall Street-grade market data to the world's largest CFTC-regulated prediction market. Co-Founder Austin Federa joins Jennifer Sanasie on Markets Outlook to unpack why professional infrastructure took so long to reach crypto, what the 10/10 flash crash revealed about new finance's weaknesses, and why faster data could level the playing field for every trader, not just the big firms. Plus, in today's Brand New Rails, we meet the ship captain working to bring the $2 trillion commercial shipping industry on-chain. - Timecodes: 00:00 - Austin Federa Joins Markets Outlook 00:43 - DoubleZero x Kalshi: Inside the Announcement 02:30 - Why Wall Street Infrastructure Took So Long to Reach Crypto 04:36 - Brand New Rails: Tokenizing the $2 Trillion Shipping Industry 07:13 - Does Faster Data Hurt Retail Traders? 08:16 - Prediction Markets: More Than a Narrative 10:31 - Access, Disruption, and Federa's 2017 Thesis 12:13 - The Catalyst to Watch 13:11 - New Finance's Biggest Challenge - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co. - This episode was hosted by Jennifer Sanasie.

ElizaOS Founder Shaw Walters on Closing the Foundation, the Burwick Lawsuit, and Why Crypto Is Failing Builders | Markets Outlook

24 min

In his first interview since declaring the ElizaOS token dead, Eliza Labs Founder Shaw Walters sits down with CoinDesk's Jennifer Sanasie to lay out what he says actually happened. He also makes a broader case for why crypto's casino culture is actively driving out the builders who could make the space matter and why he's still coding Eliza every day regardless. - Timecodes: 00:00 - Shaw Walters Joins CoinDesk 02:23 - “Why Do People Think I Owe Them Anything?" 06:35 - How AI16Z Started: A $75K Joke That Hit $2.6 Billion 10:49 - Does He Regret Launching the Token? 11:43 - Crypto “Needs to Die And…Be Restarted" 15:34 - On the Burwick Lawsuit: "It Was a Total Scam"18:36 - "The Casino Is Not the Industry" 20:40 - Why He’s Still Building Eliza 24:00 - "Stay Away From All of This and Invest In Yourself" - This episode was hosted by Jennifer Sanasie. This interview has been edited for clarity and focus.

CLARITY Act Delayed: What It Means for Markets | Markets Outlook

17 min

With the CLARITY Act pushed to September and $130 million drained in the Coldcard exploit, Crypto Market Analyst Ray Salmond joins Jennifer Sanasie on Markets Outlook to unpack Fed rate odds, Bitcoin’s four-year cycle, and the key metrics to watch ahead of a potential CLARITY Act vote. Plus, in today’s Brand New Rails, we explore how Dinari is bringing U.S. stocks on-chain. - Timecodes: 00:00 - Ray Salmond Joins Markets Outlook 00:55 - Jobs Report and the Fed 01:58 - Bitcoin's Ceiling and the CLARITY Act Delay 02:26 - Why CLARITY Stalled: Banks, Stablecoins, and the Trump Cloud 04:32 - How Crypto Markets Will Front-Run the CLARITY Vote 06:39 - Brand New Rails: Dinari Brings US Stocks On-Chain 09:26 - Bitcoin's Four-Year Cycle: Still Intact? 12:26 - The Coldcard Hack: An Ideological Blow to Self-Custody 15:06 - Beyond Bitcoin: RWA, Prediction Markets, and the Altcoin Reality - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co. - This episode is hosted by Jennifer Sanasie.

Zcash Sealed $1.7B – Here's Everything You Need to Know | Markets Outlook

8 min

Zcash activated its Ironwood upgrade, sealing roughly $1.7 billion in ZEC behind a one-way turnstile after a researcher found a flaw that could have minted counterfeit coins. Here’s everything you need to know. Plus, on Brand New Rails: POSCO International puts its trade receivables on-chain with LG CNS on Injective. CoinDesk's Jennifer Sanasie hosts Markets Outlook. - 00:00 Welcome to Markets Outlook 00:55 Zcash Activates Ironwood, Seals $1.7B Orchard Pool 01:18 The Four-Year Orchard Counterfeit Bug 02:15 How the Turnstile Locks Out Counterfeit Coins 02:32 Quantum Recovery and Verification 03:05 The Voluntary Migration to Ironwood 03:53 Who Is Zcash For? Tushar Jain Weighs In on The Rollup 04:32 Why Ironwood Matters Beyond Zcash 06:19 Brand New Rails: Tokenizing Global Trade 06:38 POSCO Puts Trade Receivables On-Chain with Injective 07:03 What is a Trade Receivable? 07:24 Injective CEO Eric Chen on Faster Settlement - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at ledn.io - JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets: https://x.com/jpegtrading - This episode was hosted by Jennifer Sanasie.

Charles Hoskinson on Cardano's Future, Ethereum's Mistakes, and Crypto's Missing Safety Net | Markets Outlook

45 min

Wanchain bridge hack, why Ethereum keeps getting it wrong, and Cardano's outlook with Charles Hoskinson. After a bridge hack rattled the Cardano ecosystem, Charles Hoskinson, CEO and Founder of Input Output, joins Jennifer Sanasie on Markets Outlook to lay out why crypto desperately needs wallet insurance, ZK-powered identity, and white hat rescue frameworks. Plus, what Cardano's latest hard fork really means for decentralized governance, why he thinks Ethereum keeps getting it wrong, and what it will actually take for prices to recover. Plus, we look at the DTCC taking tokenized securities live in today’s Brand New Rails segment. - Timecodes: 00:00 - Charles Hoskinson Joins Markets Outlook 01:25 - Wanchain Bridge Hack and What It Revealed 02:21 - Why Midnight Was Built for This Moment 03:44 - Why Crypto Needs Wallet and Bridge Insurance 05:28 - How ZK Identity Unlocks Recovery and White Hat Rescues 09:46 - The "Unsexy" Unlock: Why Insurance Could Onboard the Masses 13:17 - Cardano's Hard Fork to v11 and What It Means 14:42 - Cardano's Decentralized Governance in Action 17:35 - Executive Function: The Last Governance Milestone 20:08 - Brand New Rails: What’s Next After the  DTCC Moved Tokenized Securities Into Live Production 22:07 - Cardano's Outlook: Narrative Reset, Bitcoin DeFi, and the Partner Chain Model 26:05 - The Anthropic Analogy: Why Doing It Right Beats Doing It Fast 29:12 - Why Ethereum Keeps Getting It Wrong 36:22 - When Will Prices Catch Up? Charles' Market Framework 42:28 - The AI Wildcard and What It Means for Crypto - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at ledn.io - JPEG Tr...

Inside the CASHCAT Bet That Paid $1.2 Million | Markets Outlook

28 min

He turned $80,000 into $1.2 Million on one trade. CEO and Founder of Kaizen, Brian Jung joins Jennifer Sanasie on Markets Outlook. Discover how Jung turned an $80,000 bet on CASHCAT into a million-dollar trade by spotting the Robinhood Chain opportunity before the rest of the market. Plus, why he believes crypto is still in a bear market and what he's watching for the next bull cycle. And in this week's Brand New Rails, Franklin Crypto CIO Seth Ginns explains why tokenized money market funds are becoming one of the fastest-growing areas of digital assets. - Timecodes: 00:00 - Brian Jung Joins Markets Outlook 01:24 - The $80K Trade That Turned Into $1.25 Million 02:13 - How Mistakes Made Brian a Disciplined Trader 03:37 - Why Brian Was Watching Robinhood While Everyone Chased $Ansem 07:34 - How Brian's Research Team Found CASHCAT on Robinhood Chain 10:49 - Why CASHCAT Checked Every Box: The Memecoin Criteria 13:00 - The Exit Strategy: Why Brian Walked Away From a Multi-Seven-Figure Trade 16:13 - Brand New Rails: Tokenized Money Market Funds Hit $15 Billion+ 18:34 - Why Brian Sat Out Most of 2026 20:31 - Is the Bitcoin Bottom In? Brian's Framework for Calling It 23:44 - How Brian Jung Got Into Crypto 25:48 - Brian's Long-Term Outlook - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at ledn.io - JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of th...

Ethereum Must Move Faster or Risk Losing Its Edge Says Starkware Founder | Markets Outlook

22 min

Is Ethereum moving too slow? On today's Markets Outlook, StarkWare CEO Eli Ben-Sasson tells CoinDesk's Jennifer Sanasie why he believes Ethereum's ambitious roadmap must move faster—or risk losing its first-mover advantage to newer, more modern blockchains. He also explains why quantum readiness has become an urgent priority and shares his vision for a durable, peer-to-peer financial system built on true economic freedom. Plus, in this week's Brand New Rails, we speak with Backpack CEO Armani Ferrante after Backpack Securities' tokenized SpaceX stock (SPCX) surpassed $1 billion in trading volume. - Timecodes: 00:00 - Eli Ben-Sasson Joins Markets Outlook 01:07 - Eli’s Take on Vitalik's Ethereum Roadmap 03:23 - What Eli Would Do Differently: Speed and StarkNet Lessons 04:34 - What's at Stake if Ethereum Falls Behind 06:04 - What Ethereum Needs Now: Speed and Governance Transparency 09:25 - Brand New Rails: SpaceX IPO Drives Record Tokenized Equity Trading 11:16 - Recursive STARKs and Ethereum's Upgrade Path 13:01 - Quantum Computing: Can Ethereum Move Fast Enough? 16:58 - Privacy Wars: Zcash, Ethereum, and the Race for a Standard - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at ledn.io - JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets: https://x.com/jpegtrading - This episode was hosted by Jenni...

Why Markus Thielen Says Bitcoin's Pain Isn't Over Yet | Markets Outlook

20 min

Will Bitcoin dip below $50K? On today's Markets Outlook, 10x Research Founder and CEO Markus Thielen tells CoinDesk's Jennifer Sanasie why he sees Bitcoin dropping even more before recovery, with $7B in ETF outflows since mid-May and MicroStrategy stepping back as the last real buyer. Plus, why he stays bearish on Ethereum, why he's calling Hyperliquid overvalued, and why nothing turns around until the Fed goes dovish. - Timecodes: 00:00 Bitcoin Could Dip to $46K Before Year-End Rally 01:20 Bitcoin Falls Below $60K: What's Driving the Selloff? 02:37 $4.5B in ETF Outflows, Saylor's Bitcoin Sale, and Missing Catalysts 03:14 Why the Genius Act and CLARITY Weren't Real Catalysts 05:00 When Does the Fed Turn Dovish? The Macro Case for a Rally 05:19 Kevin Warsh Nomination Was the Turning Point for Bitcoin 07:27 Why Bitcoin Could Break Below $50K to $46–47K 09:41 The 2022 Parallel: Grayscale's SEC Win as the Sentiment Shift 11:06 Brand New Rails: Securitize Lists on NYSE 12:40 Where Does Bitcoin End the Year? 13:51 Why Markus Is Still Bearish on Ethereum 15:20 Stablecoin Activity Isn't Accruing to ETH Holders 16:40 The Bull Case for ETH Has Broken Down 17:28 Hyperliquid Overvalued at $72? 18:33 Why HYPE Is Unlikely to Reach $100 19:46 What to Do Now: Covered Calls, Shorts, and Watching for the Low - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at ledn.io - JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockch...

Ethereum Is Facing A Critical Funding Gap, Says Ex-EF Member | Markets Outlook

18 min

Does Ethereum have a funding crisis? On today's Markets Outlook, Protocol Guild Organizer Trent Van Epps tells CoinDesk's Jennifer Sanasie why the Ethereum Foundation's subtraction philosophy is creating a critical funding gap for core developers, what it will take to fill it, and why he's still optimistic about ETH's future. - Timecodes: 00:00 - Trent Van Epps Joins Markets Outlook 00:57 - Why Trent Left the Ethereum Foundation 01:55 - What Is Subtraction and Why It Matters 02:31 - 20% Workforce Cuts and the Funding Gap Explained 05:09 - Options for Solving the Funding Crisis 07:06 - Will Ethereum Lose Its First Mover Advantage? 08:40 - What Happens If the Funding Doesn't Come? 10:47 - What Institutions Should Replace the EF? 12:24 - Ethereum’s Future 14:37 - ETH the Asset: The Misconceptions and the Opportunity - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/mePmjknvBVc - To get market moving news delivered daily, download CoinDesk’s mobile app: https://linktr.ee/coindeskapp. - This episode was hosted by Jennifer Sanasie.

Why Arthur Hayes Says Fed Chair Kevin Warsh Is a Dove Despite Hawkish Reputation | Markets Outlook

10 min

Arthur Hayes on his HYPE position, AI bubble, and the new Fed Chair. On today's Markets Outlook, BitMEX Co-Founder and Maelstrom CIO Arthur Hayes tells CoinDesk's Jennifer Sanasie why all roads still lead to money printing, how long the AI bubble has left, and why he has zero regrets about publicly selling his HYPE position. Plus, his reaction to Michael Saylor's Bitcoin stress test. - Timecodes: 00:00 - Arthur Hayes Joins Markets Outlook 01:30 - Arthur’s Reaction to Michael Saylor News and Strategy Business Model 02:59 - When Does the AI Bubble Burst? 03:56 - New Fed Chair Warsh's Task Forces & What It Really Means 06:58 - Uniswap & Standard Chartered's $100 Price Target 08:06 - Responding to the HYPE Selloff Drama 09:24 - HYPE vs. SOL: Which Wins? - For more commentary from Arthur Hayes: IG - https://www.instagram.com/cryptohayes/ LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/ Substack - https://cryptohayes.substack.com/ Web: https://www.cryptohayes.com X - https://x.com/cryptohayes - Maelstrom Fund: LinkedIn: https://www.linkedin.com/company/maelstromfund  Web - https://www.maelstrom.fund  X - https://x.com/maelstromfund  - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/75LrBmSScvY - To get market moving news delivered daily, download CoinDesk’s mobile app: https://linktr.ee/coindeskapp. - This episode was hosted by Jennifer Sanasie.

Inside the Race to Fix Zcash's Shielded Pool Vulnerability | Markets Outlook

16 min

The bug that tanked ZEC with Josh Swihart. On today's Markets Outlook, ZODL CEO Josh Swihart joins CoinDesk's Jennifer Sanasie to break down the Zcash vulnerability discovered with the help of AI, including how it was found, fixed, and what it means for the protocol's future. Plus, he weighs in on privacy coins vs. government pushback, formal verification as the new security standard, and why Zcash is more battle-hardened than ever. - Timecodes: 00:00 - Zcash Bug Found by AI After Four Years 03:26 - What Went Through Josh’s Mind When He Found Out 04:47 - Could the Bug Have Been Exploited? 05:47 - How the Bug Helps the Zcash Ecosystem 07:27 - Zcash vs. Other Privacy Protocols 09:54 - Will Governments Push Back on Privacy Coins? 11:45 - Formal Verification and Finding Future Vulnerabilities 14:08 - What Other Protocols Can Learn from This - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/zn3D_adn6nI - Register now for CoinDesk’s Policy and Regulation event on September 24, 2026: ⁠https://policy-regulation.coindesk.com/⁠. - This episode was hosted by Jennifer Sanasie.

Arthur Hayes Sold HYPE and NEAR, Mert Mumtaz Says That’s Missing the Point | Markets Outlook

19 min

Market convictions with Helius' Mert Mumtaz. On today's Markets Outlook, Helius CEO Mert Mumtaz tells CoinDesk's Jennifer Sanasie why he's tuning out the noise and staying convicted on Zcash, Solana, BTC and Hyperliquid. Plus, he weighs in on the Arthur Hayes drama, the Clarity Act, and why Bitcoin's transparency is actually a long-term vulnerability. - Timecodes: 00:00 - Institutional Capital Rotating into AI IPOs 01:53 - Met's 'Shield and Chill' Strategy 04:29 - Responding to Arthur Hayes Selling HYPE and NEAR positions 08:44 - Mert's Zcash Thesis 13:00 - Solana as the "Silicon Valley of Finance" 15:43 - Hyperliquid Thesis - Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/Nlp1QLZx0r0 - Register now for CoinDesk’s Policy and Regulation event on September 24, 2026: https://policy-regulation.coindesk.com/. - This episode was hosted by Jennifer Sanasie.

Are Prediction Markets Killing Altcoins? | Scott Melker on Markets Outlook

21 min

Altcoins have lost the plot with Scott Melker. In today's Markets Outlook, Scott Melker, Host of Wolf of All Streets, tells CoinDesk's Jennifer Sanasie why altcoins have lost the plot, what's really driving the weird market we're all feeling, and why Bitcoin is still the only bet he's making long-term. Plus: are prediction markets, tokenized equities, and "private Bitcoin" just hype? - Timecodes: 00:00 - Scott Melker Joins Markets Outlook 01:38 - Why Bitcoin Is Underrated 03:59 - Is Crypto Recreating the System It Was Built to Fight?  06:08 - Scott’s Bitcoin Origin Story 08:04 - Why This Market Feels Impossible to Read 10:07 - How Prediction Markets Killed the Altcoin Casino  13:33 - Teaching His Kids About Bitcoin and AI in a Complicated World 16:22 - AI Tokens and Zcash Outlook 18:33 - Zcash as Privacy Bitcoin: “It Makes Me Want to Puke” 19:46 - Scott's Bitcoin Price Outlook for the Rest of the Year - This episode was hosted by Jennifer Sanasie.

Why Michaël van de Poppe Sees $100 for HYPE | Markets Outlook

17 min

Unpacking Hyperliquid's ATH with Michaël van de Poppe. In today's Markets Outlook, Michaël van de Poppe, Founder and CIO of MN Capital and MN Fund, joins CoinDesk's Jennifer Sanasie to share why Hyperliquid is hitting new all-time highs. He makes the case for NEAR and Bittensor as undervalued AI crypto plays compared to overhyped tech IPOs, and explains why he's steering clear of privacy coins like Zcash. Plus, his key macro signals to watch over the next four to six weeks. - Timecodes: 00:00 - What Michaël Is Watching in the Markets? 01:47 - Why European Traders Are Flocking to Hyperliquid 02:59 - HYPE Price Target & HYPE vs. Solana 05:09 - Responding to CME, ICE Regulatory Scrutiny of HYPE 07:27 - Are Altcoins Dead? 08:59 - The Case for NEAR Over AI IPOs 10:43 - Why Bittensor Could Reach $1,000-$2,000 12:48 - Privacy and Zcash 16:33 - Macro Outlook: Yields, the Fed, and What's Next - This episode was hosted by Jennifer Sanasie.

Arthur Hayes Says AI Layoffs Are Coming for the Banking System | Markets Outlook

16 min

At Consensus Miami, BitMEX co-founder and Maelstrom CIO Arthur Hayes joins CoinDesk Live to break down why AI-driven layoffs could create the next banking crisis and how bitcoin is already pricing it in. He also shares his updated BTC price target, his conviction bet on Hyperliquid, and why he thinks crypto regulation misses the point entirely. - 00:00 - Q1 No-Trade Zone and What Changed Arthur's View 02:34 - AI Layoffs, Over-Leveraged Economy, and the Coming Banking Crisis 04:57 - Why the Fed Is Missing the Problem and What Bitcoin Is Signaling 06:09 - Crypto Regulation, the CLARITY Act, and Why Arthur Doesn't Care 08:29 - Bitcoin $125K Target and the Money Printing Thesis 09:26 - Hyperliquid, Hype $150 by August, and Why Trading Apps Win 15:23 - Prediction Markets, Zcash, and Why Altcoins Will Never Die

MoonPay Bets Big on Institutions With $100M Sodot Deal | Markets Outlook

13 min

MoonPay's newest acquisition and the launch of MoonPay Institutional. Just announced, MoonPay is acquiring Sodot and launching MoonPay Institutional, a new division bringing professional-grade crypto infrastructure to banks, asset managers, and trading firms. MoonPay's Chief Legal Officer and Chief Administrative Officer, Caroline Pham, joins CoinDesk's Jennifer Sanasie on Markets Outlook to explain the thesis behind the deal and why end-to-end blockchain infrastructure is now table stakes for institutions. - Timecodes: 00:00 - What's Behind the Sodot Acquisition and What to Expect From MoonPay Institutional 04:54 - The $100M Bet on Institutional Crypto 07:09 - Do Crypto Companies Need an Institutional Play to Survive? 09:11 - Is Regulation the Real Driver of Institutional Adoption? 10:20 - Market Structure Legislation Timeline 11:04 - Is There Really Tension Between Banks and the Crypto Industry? 12:34 - How MoonPay Competes - This episode was hosted by Jennifer Sanasie.

"Chaos Is a Ladder”: Bitwise’s Matt Hougan on Bitcoin’s Path to $1M | Markets Outlook

20 min

BTC's $1M prospects and Bitwise's Avalanche ETF with Matt Hougan. In today's Markets Outlook, Bitwise CIO Matt Hougan joins CoinDesk's Jennifer Sanasie to make the case for $1 million bitcoin, breaking down why institutional demand is still just getting started and how global geopolitical chaos is actually accelerating crypto's rise as an apolitical currency. He also unpacks Bitwise's new Avalanche ETF (BAVA), what investors need to know about staking ETFs, and why Hyperliquid is forcing institutional players to rethink weekend trading. - Timecodes: 00:00 - Bitwise's Matt Hougan Joins Markets Outlook01:13 - Do We Need Another Bitcoin ETF?05:53 - Matt's Take on the Quantum Threat to Bitcoin07:30 - Geopolitical Chaos Is a Catalyst for Bitcoin12:16 - What It Will Take to Reach $1M Bitcoin13:28 - Bitwise's Avalanche ETF (BAVA)16:15 - What Investors Need to Know About Staking ETFs17:36 - Why HYPE is Appealing to Investors 19:16 - What Happens if Bitcoin Breaks $75,000? - This episode was hosted by Jennifer Sanasie.

Why 35% of Bitcoin Is Vulnerable to Quantum Attacks | Markets Outlook

29 min

What quantum means for Satoshi's bitcoin with Project Eleven CEO Alex Pruden. Two recent landmark papers dramatically shortened the timeline for a quantum threat to blockchain security. Project Eleven CEO Alex Pruden joins CoinDesk's Jennifer Sanasie on Markets Outlook to break down what it means for Satoshi's bitcoin, why 35% of all bitcoin is already exposed, and what can actually be done to protect holdings right now. - Check out CoinDesk’s latest research report as part of the Definitive Stablecoin Landscape Series, commissioned by Ripple: https://www.coindesk.com/research/the-definitive-stablecoin-landscape-series-north-america - Timecodes: 00:00 - What You Need to Know About Quantum Computers03:16 - The Breakthrough Papers Challenging the Quantum Timeline04:59 - The 9-Minute Bitcoin Attack Window Explained06:33 - Could a Quantum Computer Exist by 2030 and Can We Catch Up?10:37 - Who's At Risk?13:22 - Satoshi's Bitcoin and the $150B Question17:00 - National Security Implications19:56 - Predicting How the Quantum Risk Plays Out21:46 - What Is the Cost of Migrating to Post-Quantum Cryptography?24:51 - Are Institutions Paying Enough Attention?28:06 - What You Should Know About Quantum Going into Consensus Miami 2026 - This episode was hosted by Jennifer Sanasie.

Why Cypherpunk’s CIO Calls Zcash the Most Mispriced Asset in Crypto

25 min

Zcash and privacy demand with Cypherpunk's Will McEvoy. In his first-ever interview, Cypherpunk CIO Will McEvoy sits down with CoinDesk's Jennifer Sanasie to make the case that privacy is wildly undervalued and explains what it will take for the market to finally catch up. Plus, he shares his Zcash price prediction and outlines why an AI-driven reckoning may force people to confront how much privacy they've already surrendered. - Timecodes: 01:19 - What Will Says the Market Is Getting Wrong About Privacy02:48 - What Are We Giving Up For Convenience?06:22 - Is Zcash Is the Tradable Monetary Unit of Privacy?09:12 - Will's Zcash Price Prediction10:44 - Zcash vs. Bitcoin vs. Gold on Privacy15:06 - Do Privacy Coins Face Regulatory Risk?16:59 - Cypherpunk's Investment in ZODL19:42 - Cypherpunk's DAT Strategy22:09 - The One Development That Could Catapult the Privacy Narrative - This episode was hosted by Jennifer Sanasie.

HYPE to $150? Arthur Hayes Breaks Down His Bull Case | Markets Outlook

12 min

The bull case for HYPE with Arthur Hayes. Maelstrom CIO and BitMEX Co-Founder Arthur Hayes joins Markets Outlook to break down his renewed bull case for Hyperliquid's HYPE token — and why this week's record-breaking open interest on HIP-3 is making that case for him. Plus, he makes the case for Zcash as the privacy narrative heats up, and drops his latest bitcoin prediction. - Check out CoinDesk’s research report on Pudgy Penguins at: https://www.coindesk.com/research/pudgy-penguins-challenging-the-pokemon-and-disney-legacy-in-the-global-ip-race. - Timecodes: 01:17 - Why Hayes Flipped Bullish on Hype Again03:41 - What Makes Hyperliquid Beat the Competition05:58 - Trading Oil on the Weekend: The HIP-3 Moment07:17 - What Would Make Hayes Exit His HYPE Position?08:29 - GMX vs Hyperliquid10:12 - What Else is Hayes Bullish On?11:45 - Latest Bitcoin Price Target - This episode was hosted by Jennifer Sanasie.

Bitcoin’s Resilience Stands Out as Stocks Face Geopolitical Pressure | Markets Outlook

6 min

What's driving the markets as geopolitical tensions rise with the NYSE's Michael Reinking. NYSE Senior Market Strategist and Head of the MAC Desk Michael Reinking joins CoinDesk's Jennifer Sanasie to break down what's driving markets as geopolitical tensions in the Middle East push oil prices sharply higher. Plus, he explains why the conflict is hitting Asia harder than the US, how volatility is triggering de-risking across asset classes, and what the surprising resilience in crypto and mega-cap tech could signal. - This episode was hosted by Jennifer Sanasie.

Ric Edelman Says Banking Lobby ‘Likely to Win’ the Stablecoin Fight | Markets Outlook

10 min

Unpacking the stablecoin yield fight and the quantum threat to bitcoin with DACFP Founder Ric Edelman. Digital Assets Council of Financial Professionals Founder, and Author of The Truth About Crypto, Ric Edelman joins CoinDesk's Jennifer Sanasie to discuss why the crypto industry needs to compromise with the banking lobby to pass the Clarity Act. He explains why stablecoin yield isn't the "hill to die on" and how legislative certainty could trigger a massive bull run toward $500,000 bitcoin. Plus, Ric debunks the quantum threat to the bitcoin. - Timecodes: 01:00 — The Stablecoin Yield Fight Is Not "The Hill to Die On"02:36 — Will the Clarity Act Pass Before Midterms?04:23 — Is Crypto Done? 06:48 — Debunking the Quantum Computing Threat to Bitcoin08:51 — Ric’s Personal Recommendation: The 40% Crypto Allocation09:50 — What Does the Future of Tokenization Look Like? - This episode was hosted by Jennifer Sanasie.

What Does It Mean for Kraken to Have Fed Master Account Access? | Markets Outlook

11 min

Kraken secures access to a Fed master account. What does it mean for crypto? Kraken has become the first crypto-native company to secure direct access to the Federal Reserve’s payment systems. In today's Markets Outlook Jonathan Jachym, Kraken’s Global Head of Policy and Government Relations, joins CoinDesk's Jennifer Sanasie to discuss the years-long journey to this milestone and what it means for the future of U.S. dollar settlement and institutional crypto adoption. Plus, Kraken's response to President Trump’s recent calls for the Senate to pass the CLARITY Act and stop banks from "undercutting" American innovation. - Timecodes: 01:03 - Inside Kraken’s Historic Fed Approval02:27 - The Four-Year Regulatory Journey04:40 - Bypassing Banks to Make Transfers Faster and Safer06:15 - Why Kraken Won Where Others Failed08:16 - Response to Pushback from Banks on Fed Master Accounts10:16 - Trump’s CLARITY Act Push vs. The Banks - This episode was hosted by Jennifer Sanasie.

Is Institutional Capital Waiting on the Clarity Act? | Markets Outlook

7 min

Unpacking Q4 crypto equities earnings with Benchmark-StoneX Analyst Mark Palmer. Benchmark-StoneX Senior Equity Research Analyst Mark Palmer joins CoinDesk's Jennifer Sanasie on today's Markets Outlook to break down Q4 earnings and the structural shifts happening across the crypto equity landscape. He discusses how the potential enactment of the Clarity Act could trigger an influx of institutional capital and why Coinbase’s Base protocol is a massive hidden driver for shareholders. - Timecodes: 01:11 - Digging Below the Surface of a Rough Q402:27 - Is Crypto Legislation on the Back Burner In Light of Geopolitical Events?04:45 - What's Next: Strategy's New Fundraising Pivot & Base as the Next Big Driver05:56 - The Carnival Ticket Analogy: How Protocol Tokens Actually Work - This episode was hosted by Jennifer Sanasie.

How Coinbase is Blurring the Line Between Wall Street and Web3 | Markets Outlook

9 min

Unveiling Coinbase's "Everything Exchange" with Head of Consumer and Platform BD Mark Troianovski. In today's Markets Outlook, Coinbase Head of Consumer and Platform Business Development Mark Troianovski joins CoinDesk's Jennifer Sanasie to unveil the platform's massive expansion into 24/5 stock and ETF trading for US users. He breaks down the vision for an "everything exchange" that blends crypto, equities, and prediction markets. - Timecodes: 01:10 - Coinbase Launches Stock Trading to U.S. Customers02:40 - Coinbase's Partnership with Yahoo! Finance and Integration03:55 - Will AI Agents Trade Stocks and Crypto for You?05:14 - Competing with TradFi Exchanges and Coinbase's "Sweet Spot"07:21 - Is Coinbase the Next "Everything App" for Finance?s - This episode was hosted by Jennifer Sanasie.

How Kraken is Bringing Wall Street to Every App | Markets Outlook

8 min

Kraken’s Mark Greenberg joins CoinDesk Live to announce a $20 billion milestone in tokenized equity volume and explain how xStocks is dismantling the traditional brokerage model through 24/7 fractional trading. Mark Greenberg, Kraken’s VP of xStocks and Global Head of Consumer, joins CoinDesk Live at Consensus Hong Kong to announce a $20 billion milestone in tokenized equity volume. He explains how xStocks is dismantling the traditional brokerage model by allowing users to buy fractional shares of Tesla and the S&P 500 directly within everyday apps. Greenberg discusses the 24/7 trading advantage, the roadmap for adding Hong Kong stocks, and why tokenized equities are becoming the preferred asset class for retail investors across Asia. - This episode was hosted live by Jennifer Sanasie and Dave Lavalle at Consensus Hong Kong 2026, presented by Hex Trust.

Why You Should Never Give AI Your Private Key | Markets Outlook

18 min

Holonym co-founder and CEO Shady El Damaty on AI agents and crypto’s builder season. Holonym co-founder and CEO Shady El Damaty joins Jenn Sanasie on Markets Outlook to explain why you should never give your AI agent a private key. Plus, the state of retail as crypto enters a "builder season" amid high uncertainties. When will the industry move on from the post-Trump liquidity drain? - Timecodes: 01:09 Macro Uncertainties 02:12 The State of Retail 05:22 From ZK Identity to Wallets 08:58 Agentic Workflows Explained 11:19 Human Friction and Compliance 12:45 AI Alignment and Key Control 16:11 Crypto Endgame Super Apps - This episode was hosted by Jennifer Sanasie.

Anthony Scaramucci & The Wizard of Soho: Inside the New Age of Onchain Leverage | Markets Outlook

9 min

Anthony Scaramucci and Joy Pathak discuss how decentralized exchanges and 24/7 liquidity are revolutionizing market transparency and risk management, positioning crypto as a more resilient alternative to traditional finance. Skybridge Capital founder Anthony Scaramucci, and The Wizard of Soho, Joy Pathak joined CoinDesk Live from Consensus Hong Kong. Pathak, a former bond trader who once managed a $40 billion portfolio at CalPERS, explains why leverage didn't die after the recent market crash—it simply moved into a new, more transparent era. He breaks down how the rise of decentralized exchanges like Hyperliquid and Aevo has handed institutional-grade tools to retail traders, creating an environment where every multi-billion dollar position is visible to the entire world in real-time. Scaramucci argues that while some Wall Street "fuddy-duddies" fear volatility, crypto’s 24/7 liquidity actually makes it a safer market than traditional finance. By comparing the ability to hedge an exogenous risk on a Sunday night to the "trapped" nature of closed bond markets, Scaramucci and Pathak illustrate why the "horseless carriage" of blockchain is destined to outrun legacy systems. - This episode was hosted live by Jennifer Sanasie and Will Foxley at Consensus Hong Kong 2026, presented by Hex Trust.

Why 10x Research Sees a Bitcoin Drop to $50,000 This Summer | Markets Outlook

8 min

 As the crypto markets teeter on the edge, 10x Research founder, Markus Thielen, joined Consensus Live at Consensus Hong Kong to deliver a sobering reality check on bitcoin’s trajectory. Thielen explains why the recent volatility isn't just a temporary dip but the potential start of a deeper trend driven by institutional redemptions and a massive liquidity gap. He breaks down the technical "liquidity trap" that caught traders off guard following the 2024 election and explains how negative option gamma forced market makers into a selling frenzy. - This episode was hosted live by Sam Ewen and Will Foxley at Consensus Hong Kong 2026, presented by Hex Trust.

Anthony Scaramucci Predicts $150K BTC by Year-End: This Bear Market Will End 'When We Least Expect It'

17 min

SkyBridge Capital Founder Anthony Scaramucci joins Jennifer Sanasie and Will Foxley to diagnose the current bear market and the "Trump coin" liquidity drain. Scaramucci reveals why 60-year-old money managers are currently choosing gold over Bitcoin, compares the banking lobby to the dying taxi industry, and explains why he’s doubling down on his $150,000 year-end price target despite the current fear index hitting a record low. - This episode was hosted live by Jennifer Sanasie and Will Foxley at Consensus Hong Kong 2026, presented by Hex Trust.

Ondo Charts a Path from Tokenized Assets to On-Chain Prime Brokerage | Markets Outlook

9 min

Moving Wall Street on-chain with Ondo Finance President Ian De Bode. Ondo Finance President Ian De Bode joins Jennifer Sanasie and Andy Baehr on CoinDesk Live at the Ondo Summit to discuss the firm's ascent to more than $2 billion in TVL and its roadmap for 2026. De Bode explains how Ondo is moving beyond simple asset issuance to build a comprehensive on-chain prime brokerage. A key pillar of this strategy is the launch of Ondo Perps, a platform that allows users to trade perpetual futures on equities and commodities using their tokenized spot assets as collateral. By bridging the gap between TradFi and DeFi, Ondo is turning crypto wallets into a place where global investors can access, hedge, and leverage 200+ tokenized stocks and ETFs 24/7. - Timecodes: 01:07 - Ondo Finance 2025 Milestones and Looking Ahead02:28 - The "Land Grab" in Tokenization04:10 - Solving the Retail Demand for 24/7 Stocks06:15 - Why Ondo Perps Is the Big Play for 202607:58 - Will Investors Still Use Centralized Exchanges and Perps? - This episode was hosted by Jennifer Sanasie and Andy Baehr.

"ETF Boomers" Show Diamond Hands as Bitcoin Slides 40% | Markets Outlook

18 min

Unpacking ETF investor reaction in the market downturn with Bloomberg Intelligence's Eric Balchunas. Bloomberg Intelligence Senior ETF Analyst, Eric Balchunas joins CoinDesk's Jennifer Sanasie to discuss why ETF investors are staying remarkable steady while the rest of the market panics. He breaks down the "irony" of ETF boomers showing stronger diamond hands than crypto natives by treating bitcoin as a "hot sauce" allocation within diversified portfolios. Watch to learn how bitcoin’s volatility compares to the 22-year history of Gold ETFs and why this drawdown might just be another cycle for the asset class. - Timecodes: 00:56 - The Volatility Cost of "Holy Grail" Returns02:33 - The Resilience of "ETF Boomers"04:09 - What's the Future Hold for ETF Holders?06:22 - Bitcoin = "Teenager Gold"09:06 - The "Hot Sauce" Portfolio Allocation13:00 - Performance of Altcoin ETFs (XRP & SOL)14:59 - The Future of Ethereum & Layer 2s - This episode was hosted by Jennifer Sanasie.

How Dan Morehead’s Pantera Capital Achieved an 86% Success Rate | Markets Outlook

11 min

Live from the Ondo Summit in NYC, Pantera Capital Founder, Dan Morehead joins Jennifer Sanasie and Sam Ewen for a special Markets Outlook to explain why he’s more bullish now than when he launched the first US crypto fund in 2013. Morehead revisits his "freaky" prediction that saw Bitcoin peak on the exact day he forecast years prior and outlines the path to a $750,000 price target. He breaks down the recent IPO wave and why the next 18 months will be defined by a massive consolidation of Digital Asset Treasuries. - Timecodes: 1:15 - Morehead’s Rule for Holding Through a "Sea of Red"3:36 - What to Do When Your Portfolio is Underwater4:23 - The Path to $750K Bitcoin5:15 - How the Crypto IPO Wave Returns Billions to the Ecosystem6:08 - Pantera’s 86% Success Rate Over 12 Years of Investing7:27 - The Great DAT Consolidation10:01 - Why This Is Just the Beginning for Institutional Adoption - This episode was hosted by Jennifer Sanasie and Sam Ewen.

Stocktwits CEO on Investing in 2026: 'Never a Better Time to Start, Never a Harder Time to Stay' | Markets Outlook

12 min

Live from the Ondo Summit in NYC, Stocktwits CEO Howard Lindzon joins Jennifer Sanasie for a special Markets Outlook to break down the rise of the Degenerate Economy, where 24/7 speculation has replaced traditional entertainment. As AI and LLMs commoditize Wall Street research, Lindzon highlights how social sentiment has become the last remaining edge for the modern trader. This shift is central to his Social Relative Strength framework for spotting overlooked assets, a strategy he uses to explain why the retail crowd is currently front-running a debasement trade in gold and silver, even ahead of bitcoin. - Timecodes: 0:54 - Defining the Degenerate Economy in 2026 2:45 - The Evolution of StockTwits and Social Trading 3:30 - The Impact of AI on Research and Trading 6:38 - The shift from Globalization to Deglobalization 9:13 - AI Agents and the Future of Retail Trading - This episode was hosted by Jennifer Sanasie and Andy Baehr.

Bitwise CIO Matt Hougan’s $6.5M Bitcoin Call: “Long Term Investors Will Be Rewarded” | Markets Outlook

26 min

Bitwise CIO Matt Hougan breaks down the 2025 bear market, central banks’ preference for bitcoin over gold, and Solana’s potential to challenge Ethereum's dominance. Bitwise Chief Investment Officer, Matt Hougan joins CoinDesk’s Markets Outlook with Jennifer Sanasie and Andy Baehr. He explains why he believes 2025 was a bear market and where he sees markets going from here. Hougan breaks down why central banks are eyeing bitcoin as a superior self-custody tool to gold, Bitwise’s on-chain yield vaults, and why he's betting on Solana as the challenger to Ethereum's dominance. With President Trump tapping Kevin Warsh for Fed Chair, Hougan weighs in on what this means for crypto. Notably, Warsh is listed as an investor and advisor on Bitwise’s website.- Timecodes:0:53 - Why Are Markets Down Today?3:13 - Precious Metals vs. Bitcoin7:05 - Why the Crypto ETF Genie is Already Out of the Bottle9:15 - Bitwise’s On-Chain Yield and DeFi Vaults13:22 -What Central Banks Are Asking Bitwise About Bitcoin17:44 - How Matt Hougan Thinks BTC Gets to $6.5 Million in 20 Years19:15 - Beyond BTC and ETH: Matt Hougan’s Case for Altcoins21:00 - Solana vs. Ethereum: The Battle for Wall Street24:20 - What Impact Would Trump’s Fed Reserve Chair Nominee, Kevin Warsh, Have on Crypto? - This episode was hosted by Jennifer Sanasie.

Why BlackRock’s Former Crypto Head Is Betting on Ethereum | Markets Outlook

23 min

SharpLink CEO, Joseph Chalom joins CoinDesk to explain why Ethereum is poised for 10x TVL growth in 2026, driven by RWA tokenization, sovereign wealth migration, and SharpLink’s role as the world’s second-largest public ETH holder. SharpLink CEO and former BlackRock head of digital assets strategy, Joseph Chalom, joins CoinDesk's Jennifer Sanasie on Markets Outlook. He  explains why he believes Ethereum’s Total Value Locked (TVL) is poised for 10X growth in 2026. Chalom breaks down how stablecoins, RWA tokenization, and sovereign wealth funds are migrating to decentralized rails, effectively turning Ethereum into the "toll road" of global finance. They also dive into the rise of AI agents in DeFi and how SharpLink is pioneering a new institutional treasury model as the world’s second-largest public ETH holder. -Timecodes0:55 - Bitcoin and Ethereum Price Analysis2:41 - Gold, Silver, and Meme Commodities5:30 - Ethereum vs. Solana: The Battle for Wall Street7:24 - The Future of Tokenized Fund Complexes9:05 - Why the Lack of Crypto Legislation Won't Stop Institutional Builders10:29 - Quantum Computing and AI in Crypto17:11 - Sharp Link’s 2026 Strategy19:57 - How SharpLink Plans to Outlast Traditional Crypto Funds22:13 - Chalom's View for ETH in 2026 - This episode was hosted by Jennifer Sanasie.

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