Episódios
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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.
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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
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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co.
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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
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This episode was hosted by Jennifer Sanasie. -
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.
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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
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This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co.
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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
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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
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This episode was hosted by Jennifer Sanasie. -
Estão a faltar episódios?
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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.
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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
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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
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This episode was hosted by Jennifer Sanasie. -
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.
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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
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Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/mePmjknvBVc
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To get market moving news delivered daily, download CoinDesk’s mobile app: https://linktr.ee/coindeskapp.
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This episode was hosted by Jennifer Sanasie. -
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.
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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?
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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
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Maelstrom Fund:
LinkedIn: https://www.linkedin.com/company/maelstromfund
Web - https://www.maelstrom.fund
X - https://x.com/maelstromfund
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Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/75LrBmSScvY
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To get market moving news delivered daily, download CoinDesk’s mobile app: https://linktr.ee/coindeskapp.
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This episode was hosted by Jennifer Sanasie. -
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.
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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
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Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/zn3D_adn6nI
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Register now for CoinDesk’s Policy and Regulation event on September 24, 2026: https://policy-regulation.coindesk.com/.
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This episode was hosted by Jennifer Sanasie. -
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.
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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
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Check out CoinDesk's latest episode of Public Keys from the NYSE: https://youtu.be/Nlp1QLZx0r0
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Register now for CoinDesk’s Policy and Regulation event on September 24, 2026: https://policy-regulation.coindesk.com/.
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This episode was hosted by Jennifer Sanasie. -
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?
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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
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This episode was hosted by Jennifer Sanasie. -
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.
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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
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This episode was hosted by Jennifer Sanasie. -
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.
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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'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.
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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
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This episode was hosted by Jennifer Sanasie. -
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.
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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?
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This episode was hosted by Jennifer Sanasie. -
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.
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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
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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
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This episode was hosted by Jennifer Sanasie. -
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.
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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
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This episode was hosted by Jennifer Sanasie. -
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. - Mostrar mais
