Mercados
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.
La venta masiva de pánico de Bitcoin podría estar llegando a su fin a medida que los márgenes de beneficio de los vendedores desaparecen
Los analistas señalan la resiliencia del bitcoin en medio de la reciente escalada entre EE. UU. e Irán y las renovadas entradas en ETFs spot como las señales más claras hasta ahora de que el vendedor marginal se ha retirado.
El reciente alivio macroeconómico de Bitcoin enfrenta un desafío por parte de las tasas de interés japonesas
Los rendimientos de los bonos japoneses continúan aumentando, elevando a sus contrapartes estadounidenses y presentando un posible obstáculo para los activos de riesgo.
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.
El índice de Sharpe de Bitcoin cae a su nivel más bajo desde 2022. Esto es lo que significa.
Una lectura negativa significa que los inversores habrían estado mejor en activos libres de riesgo como los bonos del Tesoro de EE. UU. a 10 años.
Estoy contemplando vender parte de mi bitcoin por oro, afirma el veterano trader Peter Brandt
El veterano trader Peter Brandt afirmó que el oro va a ganar sustancialmente frente a bitcoin.
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 restaura completamente el puente cross-chain apenas 10 días después de un hackeo de $1.7 millones
El protocolo completó una recuperación de múltiples etapas que incluyó una revisión de seguridad independiente. El token TAIKO ha aumentado hasta un 136 % en las operaciones recientes.
El fundador de Binance, CZ, atribuye el mal desempeño de las criptomonedas en 2026 a una combinación de IA, tensiones globales y un ciclo de 4 años
No hay una causa única para la caída del 50% del mercado cripto en el último año, señaló el fundador de Binance a CoinDesk.
