시장
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.
비트코인 패닉 매도가 매도자들의 이익 마진이 사라지면서 종료될 가능성이 있습니다
분석가들은 미국과 이란 간 긴장 고조 및 재개된 현물 ETF 자금 유입 속에서 비트코인의 회복력을 가장 명확한 신호로 지적하며, 이는 한계 판매자가 시장에서 물러났음을 의미한다고 평가하고 있습니다.
비트코인의 최근 거시 경제 완화는 일본 금리의 도전에 직면해 있다
일본 채권 수익률이 계속 상승하며 미국 채권 수익률도 함께 상승하고 있으며, 이는 위험 자산에 잠재적인 역풍으로 작용할 가능성이 있습니다.
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.
비트코인의 샤프 비율, 2022년 이후 최저치로 하락. 그 의미는 무엇인가.
음수로 해석된다는 것은 투자자들이 10년 만기 미국 국채와 같은 무위험 자산에 투자하는 것이 더 나았을 것임을 의미합니다.
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.
타이코, 170만 달러 해킹 발생 10일 만에 크로스체인 브릿지 완전 복구
해당 프로토콜은 독립적인 보안 검토를 포함한 다단계 복구를 완료했습니다. TAIKO 토큰은 최근 거래에서 최대 136% 급등했습니다.
바이낸스 창립자 CZ, 암호화폐의 암울한 2026년을 AI, 글로벌 긴장, 4년 주기의 복합적 원인으로 지목
바이낸스 창립자는 코인덱스와의 인터뷰에서 지난 1년간 암호화폐 시장이 50% 하락한 원인이 단일하지 않다고 밝혔습니다.
