Markets Outlook
Tune in as CoinDesk runs down the action across crypto markets and some of the most important recent industry developments.
10
"Chaos Is a Ladder”: Bitwise’s Matt Hougan on Bitcoin’s Path to $1M | Markets Outlook
<p>BTC's $1M prospects and Bitwise's Avalanche ETF with Matt Hougan.</p> <p>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.</p> <p>- </p> <p>Timecodes:</p> <p>00:00 - Bitwise's Matt Hougan Joins Markets Outlook<br>01:13...
Why 35% of Bitcoin Is Vulnerable to Quantum Attacks | Markets Outlook
<p>What quantum means for Satoshi's bitcoin with Project Eleven CEO Alex Pruden.</p> <p>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.</p> <p>-</p> <p>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 </p> <p>-<...
Zcash Could Reach $4000 as Privacy Demand Rises Says Will McEvoy | Markets Outlook
<p>Zcash and privacy demand with Cypherpunk's Will McEvoy.</p> <p>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.</p> <p>-</p> <p>Timecodes:</p> <p>01:19 - What Will Says the Market Is Getting Wrong About Privacy<br>02:48 - What Are We Giving Up For Convenience?<br>06:22...
HYPE to $150? Arthur Hayes Breaks Down His Bull Case | Markets Outlook
<p>The bull case for HYPE with Arthur Hayes.</p> <p>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.</p> <p>-</p> <p>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. </p> <p>-</p> <p>Timecodes:</p> <p>01:17 - Why Hayes Flipped Bullish on H...
Why Institutions Don’t Want to Rely on a Single Stablecoin Payment Rail | Markets Outlook
<p>The next phase for stablecoins and a new product powered by Borderless with CEO Kevin Lehtinitty.</p> <p>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.</p> <p>-</p> <p>This episode was hosted by Jennifer Sanasie.</p>
What the Middle East Conflict Means for Your Portfolio | Markets Outlook
<p>What's driving the markets as geopolitical tensions rise with the NYSE's Michael Reinking.</p> <p>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.</p> <p>-</p> <p>This episode was hosted by Jennifer Sanasie.</p>
Ric Edelman Says Banking Lobby ‘Likely to Win’ the Stablecoin Fight | Markets Outlook
<p>Unpacking the stablecoin yield fight and the quantum threat to bitcoin with DACFP Founder Ric Edelman.</p> <p>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.</p> <p>-</p> <p>Timecodes:</p> <p>01:00 — The Stablecoin Yield Fi...
What Does It Mean for Kraken to Have Fed Master Account Access? | Markets Outlook
<p>Kraken secures access to a Fed master account. What does it mean for crypto?</p> <p>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" Americ...
Is Institutional Capital Waiting on the Clarity Act? | Markets Outlook
<p>Unpacking Q4 crypto equities earnings with Benchmark-StoneX Analyst Mark Palmer.</p> <p>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.</p> <p>-</p> <p>Timecodes:</p> <p>01:11 - Digging Below the Surface of a Rough Q4<br>02:27 - Is Crypto Legislation on the Back Burner In Li...
How Coinbase is Blurring the Line Between Wall Street and Web3 | Markets Outlook
<p>Unveiling Coinbase's "Everything Exchange" with Head of Consumer and Platform BD Mark Troianovski.</p> <p>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.</p> <p>-</p> <p>Timecodes:</p> <p>01:10 - Coinbase Launches Stock Trading to U.S. Customers<br>02:40 - Coinbase's Partnership with Yahoo! Finance and Integration<br>03:55 - Will AI Agents Trade Stocks and Crypto for...
