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Benchmark Rejects MSTR "Doom Narrative"
In today's "Chart of the Day," presented by Crypto.com, CoinDesk's Jennifer Sanasie unpacks Wall Street analyst Mark Palmer of Benchmark's dismissal the recent "doom narrative" surrounding Strategy.
10x Research's Markus Thielen Says 2026 Could Bring A Bear Market
Is the crypto bull run over? In this episode of Markets Outlook, Markus Thielen, founder of 10x Research, joins CoinDesk's Jennifer Sanasie, to discuss why we might be heading into a bear market in 2026. Thielen argues that US stocks historically perform poorly during midterm election cycles. Combining this historical trend with the "institutional fatigue" visible in recent ETF outflows, he breaks down the data suggesting a potential 60% correction is on the horizon. We also discuss the recent shift in "Whale" accumulation behavior and why the "digital gold" narrative is currently struggling to keep pace with physical gold performance.
From Cash App to Coinbase: Cat Ferdon on Marketing the Crypto Frontier
Joining Gen C, Coinbase CMO, Cat Ferdon shares the strategy behind marketing one of the world's most powerful crypto brands. Cat discusses why economic freedom is Coinbase's core mission, how the company is moving beyond the "crypto native" audience to onboard the next generation, and her plan to normalize "internet money" by delivering culturally resonant campaigns that define the next decade of global adoption.
Texas Buys $5M of BlackRock's IBIT. Which State Is Next?
Texas took a step toward building a state-based crypto reserve with its recent purchase of $5 million of BlackRock's bitcoin ETF. Other states have previously put state pension funds into such ETFs on behalf of retirees, but advocates are still awaiting a state to start its own stockpile. With the national reserve plan awaiting Congressional action, when will the United States make crypto investments on a federal level? CoinDesk's Sam Ewen hosts "CoinDesk Daily."
How Phantom is Driving Solana Dominance
Phantom, described by VanEck analysts as one of the top builders fueling Solana's dominance, has established itself as the critical "consumer gateway" to the ecosystem. In today's "Chart of the Day," presented by Crypto.com, CoinDesk's Jennifer Sanasie unpacks how the self-custody wallet's embedded apps generate significant revenue and how its new "Actions and Blinks" will revolutionize on-chain transactions on social media.
Did Strategy Pause Its 6-Week Bitcoin Buying Streak?
Strategy appeared to make no bitcoin purchases last week, after a run of six consecutive weekly buys. The pause comes as MSTR trades roughly 70% below its all-time high, with its multiple to net asset value sitting just above 1, the lowest level of the current cycle. When will Strategy buy again? CoinDesk's Sam Ewen hosts "CoinDesk Daily."
Is Frenzy Fatigue Bringing Down the Crypto Market?
In today's Markets Outlook, CoinDesk's Andy Baehr is joined by Galaxy Head of Credit Trading Beimnet Abebe to diagnose the major causes of the recent crypto market downturn, including massive profit taking by whales, technical breakdowns, and investor fatigue from recent frenzies. Plus, they discuss where true value lies in the current market and what future liquidity improvements might mean for risk management.
Stablecoin Issuers Dominate Industry Earnings
Stablecoins are now officially the biggest revenue engine in crypto, with a new report from Crypto.com showing issuers claimed 60% to 80% of all protocol revenue over the last year. CoinDesk's Jennifer Sanasie breaks down its findings in today's "Chart of the Day," presented by Crypto.com.
Grayscale’s Dogecoin ETF Goes Live
Grayscale’s Dogecoin Trust ETF has gone live today under the ticker GDOG. In today's "Chart of the Day," presented by Crypto.com, CoinDesk's Jennifer Sanasie unpacks this institutional move, happening alongside the launch of Grayscale's XRP Trust ETF and what this signals for Wall Street's growing confidence in crypto assets beyond bitcoin and ethereum.
DOGE Surges to $0.145 as D.O.G.E Calls It Quits
Dogecoin is on the rise despite the demise of Elon Musk's D.O.G.E. department. The optimism is driven by Grayscale’s forthcoming introduction of a DOGE coin ETF. Can DOGE maintain its momentum amid an overall market downturn? CoinDesk's Sam Ewen hosts "CoinDesk Daily."
