Märkte
AI shock spares Bitcoin, Wall Street moves on-chain, and leveraged crypto ETFs explained
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Ben Emons, Founder and Chief Investment Officer of FedWatch Advisors, to break down the market fallout from Moonshot AI's Kimi K3 and why the Fed is now actively debating rate hikes rather than cuts ahead of the August 7th CLARITY Act deadline. Nadine Chakar, Managing Director and Global Head of Digital Assets at DTCC, explains how the firm moved tokenized securities into live production and outlines DTCC's role as an institutional multi-chain orchestrator ahead of a full commercial launch. The conversation turns to ETF flows, where Bitcoin funds finished last week with $76 million in net inflows despite a $425 million outflow on Monday alone, and Ethereum ETFs outpaced Bitcoin inflows led by $135 million into BlackRock's ETHA. Finally, Bilal Little, Global ETF Strategist at Direxion, unpacks the debut of BTCU and EVMU — the industry's first 2x leveraged spot Bitcoin and Ether ETFs — explains why an ETF wrapper beats margin on a crypto exchange for retail traders, and responds to Bloomberg ETF analyst Eric Balchunas's thesis that Bitcoin ETFs will mirror gold's 22-year "triumph and pain" trajectory. The episode closes with the Fear and Greed Index at 29.
Sen. Hagerty says Warren tried to 'destroy' GENIUS, warns CLARITY faces political headwinds
CoinDesk's The Policy Protocol host Rebecca Rettig is joined by guest co-host Ryan VanGrack, Coinbase's newly appointed Vice Chairman, to unpack the week's biggest crypto policy developments. They begin with the escalating legal standoff between Kalshi, the state of Michigan and the CFTC, before turning to the U.S.-U.K.'s new joint recommendations on stablecoins and tokenized assets. On the one-year anniversary of the GENIUS Act, Rebecca sits down with the bill's architect, Sen. Bill Hagerty (R-Tenn.), who reflects on the legislative battle to pass the landmark stablecoin law and explains why the CLARITY Act now faces an even more challenging political path. The episode closes with Hero of the Week Harry Jung, Patrick Whitt's deputy who is stepping into a leading White House role on crypto policy while Whitt takes military leave, and Zero of the Week Sam Bankman-Fried, after the Senate unanimously passed a resolution opposing any pardon or commutation for the former FTX founder.
Der Panikverkauf von Bitcoin könnte sich dem Ende zuneigen, da die Gewinnspannen der Verkäufer schwinden
Analysten weisen auf die Widerstandsfähigkeit von Bitcoin angesichts der erneuten Eskalation zwischen den USA und dem Iran sowie der wieder aufgenommenen Zuflüsse in Spot-ETFs hin, was als klarstes Zeichen dafür gilt, dass der marginale Verkäufer sich zurückgezogen hat.
Die jüngste makroökonomische Entspannung bei Bitcoin steht vor einer Herausforderung durch die japanischen Zinssätze
Die japanischen Anleiherenditen steigen weiter an, treiben die amerikanischen Pendants mit und stellen eine potenzielle Gegenwindquelle für Risikoanlagen dar.
Is the Saylor playbook cracking? Bitcoin's biggest buyer just became a seller
On this episode of CoinDesk's Public Keys at the New York Stock Exchange, Jennifer Sanasie is joined by Two Prime Founder and CEO Alex Blume to discuss Bitcoin's range-bound price action, Strategy's accelerating Bitcoin sell-off, and why he's skeptical of the stablecoin consortium behind OpenUSD that knocked Circle lower. In a taped interview from the NYSE floor, Securitize CEO Carlos Domingo breaks down the company's NYSE debut under the ticker SECZ via a SPAC deal, its more than $400 million raise, and its move to tokenize its own common stock on the Solana and Avalanche blockchains. Plus, Lumida CEO Ram Ahluwalia makes sense of the macro picture — from MicroStrategy's shift from Bitcoin's marginal buyer to marginal seller and the bull case for Hyperliquid, to why he sees non-farm payrolls as "noise" under new Fed Chair Kevin Warsh. - Learn more at https://www.bullish.com/. - Register now for CoinDesk's Policy and Regulation event on September 22, 2026: https://policy-regulation.coindesk.com/. - To get market moving news delivered daily, download CoinDesk’s mobile app: https://linktr.ee/coindeskapp.
Der Sharpe-Ratio von Bitcoin fällt auf den niedrigsten Stand seit 2022. Das bedeutet dies.
Ein negativer Wert bedeutet, dass Investoren mit risikofreien Anlagen wie 10-jährigen US-Staatsanleihen besser gefahren wären.
Ich erwäge, einen Teil meiner Bitcoin gegen Gold zu verkaufen, sagt der erfahrene Händler Peter Brandt
Der erfahrene Trader Peter Brandt erklärte, dass Gold gegenüber Bitcoin erheblich an Wert gewinnen wird.
Why Markus Thielen says Bitcoin's pain isn't over yet
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.
Taiko stellt die Cross-Chain-Brücke nur 10 Tage nach einem 1,7-Millionen-Dollar-Hack vollständig wieder her
Das Protokoll hat eine mehrstufige Wiederherstellung abgeschlossen, die eine unabhängige Sicherheitsprüfung einschloss. Der TAIKO-Token ist im jüngsten Handel um bis zu 136 % gestiegen.
Binance-Gründer CZ macht den miesen Kryptomarkt 2026 verantwortlich für eine Mischung aus KI, globalen Spannungen und einem 4-Jahres-Zyklus
Es gibt keinen einzelnen Grund für den 50%igen Rückgang des Kryptomarktes im vergangenen Jahr, sagte der Binance-Gründer gegenüber CoinDesk.
