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Should you bet on AI or crypto? Plus, the SEC’s tokenized stock overhaul

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Ram Ahluwalia, CEO and Founder of Lumida, who makes a non-consensus case that the Fed will hold rather than hike at its September meeting, and argues that AI has more room to run than crypto as capital rotates between the two. Then Joris Delanoue, CEO of Fairmint, breaks down the SEC's proposed overhaul of transfer-agent rules, the first in decades, which could let a blockchain serve as the official record of securities ownership. He unpacks the three models of tokenized equities, the AMC–Robinhood stock-token dispute, and why a single source of truth matters for the issuer-shareholder relationship. Plus, a look at ETF flows, with bitcoin ETFs posting their worst week since July and ether ETFs drawing net inflows.


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Nasdaq invests $100M in Kraken parent Payward
Nasdaq invests $100M in Kraken parent Payward

AMC slams tokenized stocks: Why Kraken and Bullish are betting big anyway
AMC slams tokenized stocks: Why Kraken and Bullish are betting big anyway

$1.3 million bitcoin will be “relatively easy,” says Bitwise’s Matt Hougan
$1.3 million bitcoin will be “relatively easy,” says Bitwise’s Matt Hougan

CLARITY stalls, Kalshi heads toward SCOTUS & Wall Street goes onchain
CLARITY stalls, Kalshi heads toward SCOTUS & Wall Street goes onchain

Stellar’s tokenized asset market surges to $4 billion
Stellar’s tokenized asset market surges to $4 billion

Coinbase tokenized stocks hit $100M in volume; first Zcash ETF and Strategy yield goes DeFi
Coinbase tokenized stocks hit $100M in volume; first Zcash ETF and Strategy yield goes DeFi

Can you regulate a machine? Walt Lukken on the CFTC's Innovation Committee
Can you regulate a machine? Walt Lukken on the CFTC's Innovation Committee

Securitize down 26%: Why one analyst sees 3X upside
Securitize down 26%: Why one analyst sees 3X upside

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