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Tune in as CoinDesk runs down the action across crypto markets and some of the most important recent industry developments.
1697 Episodes
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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.
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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.
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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
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This episode was hosted by Jennifer Sanasie.
The next phase for stablecoins and a new product powered by Borderless with CEO Kevin Lehtinitty.
Borderless.xyz CEO Kevin Lehtiniitty joins CoinDesk's Jennifer Sanasie to discuss their new partnership with Dfns and the shift toward "Stablecoin 2.0" for global institutions.
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This episode was hosted by Jennifer Sanasie.
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.
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This episode was hosted by Jennifer Sanasie.
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.
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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?
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This episode was hosted by Jennifer Sanasie.
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.
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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
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This episode was hosted by Jennifer Sanasie.
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.
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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
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This episode was hosted by Jennifer Sanasie.
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.
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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
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This episode was hosted by Jennifer Sanasie.
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.
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This episode was hosted live by Jennifer Sanasie and Dave Lavalle at Consensus Hong Kong 2026, presented by Hex Trust.
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?
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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
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This episode was hosted by Jennifer Sanasie.
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.
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This episode was hosted live by Jennifer Sanasie and Will Foxley at Consensus Hong Kong 2026, presented by Hex Trust.
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.
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This episode was hosted live by Sam Ewen and Will Foxley at Consensus Hong Kong 2026, presented by Hex Trust.
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.
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This episode was hosted live by Jennifer Sanasie and Will Foxley at Consensus Hong Kong 2026, presented by Hex Trust.
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.
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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?
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This episode was hosted by Jennifer Sanasie and Andy Baehr.
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.
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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
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This episode was hosted by Jennifer Sanasie.
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.
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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
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This episode was hosted by Jennifer Sanasie and Sam Ewen.
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.
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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
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This episode was hosted by Jennifer Sanasie and Andy Baehr.
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?
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This episode was hosted by Jennifer Sanasie.
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
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This episode was hosted by Jennifer Sanasie.
Kevin O’Leary reveals why he slashed 27 crypto positions to pivot into a massive $70B energy infrastructure play, focusing strictly on the dominance of Bitcoin, Ethereum, and the power required to fuel them.
Shark Tank investor Kevin O’Leary joins Jennifer Sanasie and Andy Baehr on Markets Outlook to break down why he recently slashed 27 crypto positions from his portfolio to focus strictly on the "Two Girl Dance" of bitcoin and ethereum, and the massive energy infrastructure that powers them.
Kevin unpacks his 19% crypto allocation strategy, the $70 billion scale of data center development, and why he's moving into private debt markets for turbines. Plus, hear his take on why Solana and other altcoins face a "Sisyphean task" to catch ETH, and his bold prediction for the Clarity Act passage by May 15th.
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Timecodes:
0:45 - Kevin O'Leary's Acting Debut
2:24 - Bitcoin Outlook
4:02 - Why Kevin Only Holds BTC and ETH
10:40 - It's Just Software" O’Leary’s Warning on Solana’s Narrative
15:30 - Why Kevin Says Power is More Valuable Than Bitcoin
19:30 - Why Land & Permits are the Ultimate Competitive Advantage
25:09 - Will Clarity Act Pass Before Midterms?
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This episode was hosted by Jennifer Sanasie.
In today’s Markets Outlook, Etherealize founders Vivek Raman and Danny Ryan join Jennifer Sanasie to discuss why Ethereum is emerging from "regulatory purgatory" and entering a multi-trillion dollar repricing phase.
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Check out CoinDesk’s research report on Pudgy Penguins at: https://www.coindesk.com/research/pudgy-penguins-a-new-blueprint-for-tokenized-culture.
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Timecodes:
01:20 – Will The Clarity Act Pass?02:56 – Why the Founders Remain Optimistic on Crypto Legislation04:47 – Why Danny Ryan Left the Ethereum Foundation for Etherealize05:30 – The Institutional Case for Ethereum11:46 – Why the Stalled Market Structure Bill Won't Stop Growth15:51 – $15,000 ETH: Breaking Down Vivek Raman’s 2026 Prediction20:41 – Can Ethereum Handle an Influx of Assets?22:26 – How Institutions Are Thinking About Privacy
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This episode was hosted by Jennifer Sanasie.
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