March 4 · 11 min
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CoinDesk
Tune in as CoinDesk runs down the action across crypto markets and some of the most important recent industry developments.
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Episodes1713
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March 3 · 7 minIs Institutional Capital Waiting on the Clarity Act? | Markets Outlook
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 Q4 02:27 - 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 Driver 05:56 - The Carnival Ticket Analogy: How Protocol Tokens Actually Work - This episode was hosted by Jennifer Sanasie.
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March 2 · 9 minHow Coinbase is Blurring the Line Between Wall Street and Web3 | Markets Outlook
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. Customers 02:40 - Coinbase's Partnership with Yahoo! Finance and Integration 03:55 - 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.
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February 27 · 8 minHow Kraken is Bringing Wall Street to Every App | Markets Outlook
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.
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February 23 · 18 minWhy You Should Never Give AI Your Private Key | Markets Outlook
Holonym co-founder and CEO Shady El Damaty on AI agents and crypto’s builder season.
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February 20 · 9 minAnthony Scaramucci & The Wizard of Soho: Inside the New Age of Onchain Leverage | Markets Outlook
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.
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February 17 · 8 minWhy 10x Research Sees a Bitcoin Drop to $50,000 This Summer | Markets Outlook
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.
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February 12 · 17 minAnthony Scaramucci Predicts $150K BTC by Year-End: This Bear Market Will End 'When We Least Expect It'
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.
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February 6 · 9 minOndo Charts a Path from Tokenized Assets to On-Chain Prime Brokerage | Markets Outlook
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 Ahead 02:28 - The "Land Grab" in Tokenization 04:10 - Solving the Retail Demand for 24/7 Stocks 06:15 - Why Ondo Perps Is the Big Play for 2026 07:58 - Will Investors Still Use Centralized Exchanges and Perps? - This episode was hosted by Jennifer Sanasie and Andy Baehr.
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February 5 · 18 min"ETF Boomers" Show Diamond Hands as Bitcoin Slides 40% | Markets Outlook
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" Returns 02:33 - 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 Allocation 13:00 - Performance of Altcoin ETFs (XRP & SOL) 14:59 - The Future of Ethereum & Layer 2s - This episode was hosted by Jennifer Sanasie.
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February 5 · 11 minHow Dan Morehead’s Pantera Capital Achieved an 86% Success Rate | Markets Outlook
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 Underwater 4:23 - The Path to $750K Bitcoin 5:15 - How the Crypto IPO Wave Returns Billions to the Ecosystem 6:08 - Pantera’s 86% Success Rate Over 12 Years of Investing 7:27 - The Great DAT Consolidation 10:01 - Why This Is Just the Beginning for Institutional Adoption - This episode was hosted by Jennifer Sanasie and Sam Ewen.
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February 4 · 12 minStocktwits CEO on Investing in 2026: 'Never a Better Time to Start, Never a Harder Time to Stay' | Markets Outlook
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.
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January 30 · 26 minBitwise CIO Matt Hougan’s $6.5M Bitcoin Call: “Long Term Investors Will Be Rewarded” | Markets Outlook
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. Bitcoin 7:05 - Why the Crypto ETF Genie is Already Out of the Bottle 9:15 - Bitwise’s On-Chain Yield and DeFi Vaults 13:22 -What Central Banks Are Asking Bitwise About Bitcoin 17:44 - How Matt Hougan Thinks BTC Gets to $6.5 Million in 20 Years 19:15 - Beyond BTC and ETH: Matt Hougan’s Case for Altcoins 21:00 - Solana vs. Ethereum: The Battle for Wall Street 24:20 - What Impact Would Trump’s Fed Reserve Chair Nominee, Kevin Warsh, Have on Crypto? - This episode was hosted by Jennifer Sanasie.
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January 26 · 23 minWhy BlackRock’s Former Crypto Head Is Betting on Ethereum | Markets Outlook
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. -Timecodes 0:55 - Bitcoin and Ethereum Price Analysis 2:41 - Gold, Silver, and Meme Commodities 5:30 - Ethereum vs. Solana: The Battle for Wall Street 7:24 - The Future of Tokenized Fund Complexes 9:05 - Why the Lack of Crypto Legislation Won't Stop Institutional Builders 10:29 - Quantum Computing and AI in Crypto 17:11 - Sharp Link’s 2026 Strategy 19:57 - How SharpLink Plans to Outlast Traditional Crypto Funds 22:13 - Chalom's View for ETH in 2026 - This episode was hosted by Jennifer Sanasie.
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January 23 · 28 minWhy Kevin O'Leary Sold 27 Crypto Positions, What He's Investing In Now | Markets Outlook
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. - 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? - This episode was hosted by Jennifer Sanasie.
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January 16 · 24 min$15,000 ETH by Year-End? Etherealize Founders Lay Out the Path to a New High | Markets Outlook
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. - Check out CoinDesk’s research report on Pudgy Penguins at: https://www.coindesk.com/research/pudgy-penguins-a-new-blueprint-for-tokenized-culture. - Timecodes: 01:20 – Will The Clarity Act Pass? 02:56 – Why the Founders Remain Optimistic on Crypto Legislation 04:47 – Why Danny Ryan Left the Ethereum Foundation for Etherealize 05:30 – The Institutional Case for Ethereum 11:46 – Why the Stalled Market Structure Bill Won't Stop Growth 15:51 – $15,000 ETH: Breaking Down Vivek Raman’s 2026 Prediction 20:41 – Can Ethereum Handle an Influx of Assets? 22:26 – How Institutions Are Thinking About Privacy - This episode was hosted by Jennifer Sanasie.
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January 12 · 10 minAnalyst Targets Relief Rally, Is $105K Bitcoin On The Horizon? | Markets Outlook
Challenging bitcoin's safe haven status with Fairlead Strategies Founder Katie Stockton. In today's Markets Outlook, Katie Stockton of Fairlead Strategies joins CoinDesk's Jennifer Sanasie to break down why bitcoin is behaving more like a risk asset than a safe haven as it hits critical technical support levels. Plus, she explores the potential for a short-term relief rally and explains how to use the cloud model to manage risk during the current market transition. - Check out CoinDesk’s research report on Pudgy Penguins at: https://www.coindesk.com/research/pudgy-penguins-a-new-blueprint-for-tokenized-culture. - Timecodes: 01:09 - Is Bitcoin Losing Safe Haven Status? 04:00 - Critical Support Levels for Bitcoin 06:48 - Ether Price Targets and Technicals 08:29 - What Does Divergence Between Crypto Assets & the Equities Market Mean? 09:24 - Assessing the Altcoin Rotation - This episode was hosted by Jennifer Sanasie.
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January 9 · 5 minWhy Memecoins are the Best Market Barometer Right Now | Markets Outlook
Exploring the memecoin index's ability to gauge the markets with CoinDesk's Jennifer Sanasie and Andy Baehr. After a rocky end to 2025, the New Year is off to a fast start with the memecoin index jumping 25% in just five days. In today's Markets Outlook, CoinDesk's Jennifer Sanasie and Andy Baehr break down the return of retail demand, the impact of the October 10th event, and what's ahead for 2026. - This episode was hosted by Jennifer Sanasie.
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January 5 · 19 minWill 2026 Be the Year of Bitcoin Financialization? | Markets Outlook
Bitcoin's major test in 2026 with Bitlayer Co-Founder Charlie Hu. In today's Markets Outlook, Bitlayer Co-Founder Charlie Hu joins CoinDesk's Jennifer Sanasie to discuss the major test bitcoin faces following the US military operation in Venezuela. Plus, he analyzes the 2026 market outlook, exploring how hyperinflation and geopolitical shifts are driving bitcoin adoption, and the rise of decentralized finance. - Check out CoinDesk’s research report on the State of Blockchain 2025 commissioned by Input Output Group: https://www.coindesk.com/research/state-of-the-blockchain-2025 - Timecodes: 01:27 - Analyzing the "Relief Rally" 02:21 - Bitcoin as a Lifeline Against Hyperinflation in Venezuela 05:39 - Digital Gold vs. Precious Metals in 2026 08:22 - Biggest Bottleneck Preventing Bitcoin from Entering DeFi 12:36 - Does the Rise of Stablecoins Change the Value Prop of Bitcoin in Emerging Markets? 15:49 - Why Charlie Still Believes Bitcoin is Headed to Another ATH 17:25 - What Charlie is Watching in 2026 - This episode was hosted by Jennifer Sanasie.
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Dec 30, 2025 · 25 minPeter Schiff: "I May Have Influenced More People To Buy Bitcoin Than People Who Advocate Bitcoin" | Markets Outlook
Gold's outlook for 2026 with SchiffGold Founder Peter Schiff. Euro Pacific Asset Management Chief Economist Peter Schiff has been named to CoinDesk’s 50 Most Influential list. In this interview with CoinDesk’s Jennifer Sanasie, the SchiffGold founder reflects on gold's record highs, and shares his skepticism of bitcoin, asserting that the cryptocurrency lacks the properties of sound money. He also predicts the collapse of Strategy’s business model and unveils his own pivot to the blockchain: a new tokenized gold product. - For more, check out CoinDesk’s 50 Most Influential article on Peter Schiff: https://www.coindesk.com/business/2025/12/16/most-influential-peter-schiff. To see the full list, visit: https://www.coindesk.com/most-influential-2025. - Timecodes: 01:14 - Peter Schiff: The Unlikely Bitcoin Influencer 04:44 - Key Moments that Drove Gold to a Record High 06:23 - Where is Gold Headed in 2026? 10:33 - Why Scarcity Doesn't Make Bitcoin Sound Money 13:23 - The Myth of Government & Central Bank BTC Adoption 15:29 - Peter Warns About the Vulnerability of Bitcoin ETFs and Predicts Strategy’s Collapse 18:56 - Peter Continues to Challenge Michael Saylor to a Debate 20:18 - The Tokenized Gold Future 23:24 - Peter’s Reaction to CZ’s Comments on Tokenized Gold - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free - This episode was hosted by Jennifer Sanasie.