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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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  • 32 episodes
  • weekly
  • Avg 18 min
  • English

Episodes 32

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  • June 4 · 19 min

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

    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.

  • May 28 · 21 min

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

    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.

  • May 21 · 17 min

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

    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.

  • May 14 · 16 min

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

    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

  • April 29 · 13 min

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

    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.

  • April 16 · 20 min

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

    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 Outlook 01:13 - Do We Need Another Bitcoin ETF? 05:53 - Matt's Take on the Quantum Threat to Bitcoin 07:30 - Geopolitical Chaos Is a Catalyst for Bitcoin 12:16 - What It Will Take to Reach $1M Bitcoin 13:28 - Bitwise's Avalanche ETF (BAVA) 16:15 - What Investors Need to Know About Staking ETFs 17:36 - Why HYPE is Appealing to Investors 19:16 - What Happens if Bitcoin Breaks $75,000? - This episode was hosted by Jennifer Sanasie.

  • April 9 · 29 min

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

    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 Computers 03:16 - The Breakthrough Papers Challenging the Quantum Timeline 04:59 - The 9-Minute Bitcoin Attack Window Explained 06:33 - 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 Question 17:00 - National Security Implications 19:56 - Predicting How the Quantum Risk Plays Out 21:46 - 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.

  • March 27 · 25 min

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

    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 Privacy 02:48 - What Are We Giving Up For Convenience? 06:22 - Is Zcash Is the Tradable Monetary Unit of Privacy? 09:12 - Will's Zcash Price Prediction 10:44 - Zcash vs. Bitcoin vs. Gold on Privacy 15:06 - Do Privacy Coins Face Regulatory Risk? 16:59 - Cypherpunk's Investment in ZODL 19:42 - Cypherpunk's DAT Strategy 22:09 - The One Development That Could Catapult the Privacy Narrative - This episode was hosted by Jennifer Sanasie.

  • March 13 · 12 min

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

    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 Again 03:41 - What Makes Hyperliquid Beat the Competition 05:58 - Trading Oil on the Weekend: The HIP-3 Moment 07:17 - What Would Make Hayes Exit His HYPE Position? 08:29 - GMX vs Hyperliquid 10:12 - What Else is Hayes Bullish On? 11:45 - Latest Bitcoin Price Target - This episode was hosted by Jennifer Sanasie.

  • March 10 · 6 min

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

    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.

  • March 9 · 10 min

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

    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 Bitcoin 08:51 — Ric’s Personal Recommendation: The 40% Crypto Allocation 09:50 — What Does the Future of Tokenization Look Like? - This episode was hosted by Jennifer Sanasie.

Showing 21–32 of 32 episodes