Markets Daily
From Passive HODLing to Smart Collateral: A New Era for Bitcoin
Bitcoin is maturing as an asset class, and institutional adoption and ETFs have brought in a new wave of investors who want to do more with their BTC. In this week's Market Outlook, CoinDesk's Jennifer Sanasie and Andy Baehr sit down with Alisia Painter, COO and Co-Founder of Botanix, to discuss how they are unlocking the idle liquidity of the world’s largest cryptocurrency and bringing DeFi, yield-generating products, and more back to the Bitcoin network.
Jack Mallers Questions ETH Treasury Hype, Citing Bitcoin's $400 Trillion Opportunity
CoinDesk's Jennifer Sanasie speaks with Twenty One Capital Co-Founder and CEO Jack Mallers about the company's mission and rise to becoming the third-largest corporate bitcoin treasury. Plus, he explains how Twenty One is building more than just a corporate bitcoin treasury. He introduces a new way to measure corporate performance—"bitcoin per share"—arguing that traditional metrics like earnings per share (EPS) are outdated in an era of currency debasement. He also makes his case for why the 60/40 portfolio is dead and why Bitcoin, with its $400 trillion market opportunity, is the only true treasury asset for the future, fundamentally distinguishing it from ETH or other digital asset treasuries.
Fed Watch: Will Jerome Powell Crash the Crypto Party?
CoinDesk's Jenn Sanasie sits down with Ben Emons, Founder and Chief Investment Officer of FedWatch Advisors, to discuss why the crypto market is feeling "frothy and nervous," what a hawkish or dovish surprise from the Fed would look like, and the critical resistance zones for bitcoin.
Are Financial Advisors Too Late to Crypto?
CoinDesk's Andy Baehr sits down with Cinthia Murphy, Investment Strategist at TMX VettaFi, to discuss where we are in the crypto education cycle. Cinthia sheds light on the challenges financial advisors face including why many of them still feel like they might be both too early and too late to crypto.
Stablecoins are the "New Lifeblood" of Crypto
CoinDesk's Andy Baehr sits down with Patrick Heusser, Sentora's Head of Lending, to discuss the future of on-chain financing and what it means for both institutions and individual investors. Plus, he provides insights on the recent ETH-led rally and the rise of stablecoins.
Will Bitcoin Replace Stablecoins in DeFi?
Bitcoin is back up, but is it ready for a new all-time high? With a price target of $150,000, Matt Mudano, Co-Founder and CEO of Arch Network, joins CoinDesk's Jenn Sanasie and Andy Baehr to explain how institutional inflows and a tightening supply could be the key to reaching that milestone. Plus, he shares how new technologies are making it easier for everyone—from institutional players to everyday users—to earn on their bitcoin holdings without even knowing they're using Web3.
Crypto Has Only Seen '2 Bull Markets.' Is the Institutional Era the Real Breakout?
CoinFund Founder and CEO Jake Brukhman joins CoinDesk's Jenn Sanasie to reflect on the 10th anniversary of his company and look ahead to what's next. He discusses why institutional adoption is now a reality and how the "app chain thesis" is shaping the future of finance. Plus, he explores the reality of institutional adoption, the evolution of decentralized governance, and what it will take to onboard the next wave of users.
Tom Lee Predicts $250K Bitcoin & $15K Ethereum - Here's Why
Tom Lee, Fundstrat Capital Co-Founder and CIO and BitMine Chairman, is back on CoinDesk to revisit and unveil his latest price predictions including a bold $200K-250K target for BTC. He also unpacks the "most hated V-shape bounce in history" and reveals what's fueling Ethereum's rally.
What Cryptos Are Hedge Funds Looking At?
FalconX Global Co-Head of Markets Joshua Lim breaks down why crypto's implied volatility is near historic lows, driving complacency in bitcoin and altcoins. Plus, how major moves in the digital assets industry including Circle's recent IPO and a series of new corporate treasury buying are influencing the broader crypto narrative. This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.
Will Sovereign Investment Be the Game Changing Catalyst for Bitcoin?
Amberdata Director of Derivatives Greg Magadini joins CoinDesk's Jennifer Sanasie and Andy Baehr for a conversation on bitcoin's low volatility and increasing maturity. Plus, how it now takes "more money to move around bitcoin" at its current $2 trillion market cap. This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.
