Ежедневный обзор рынков

"ETF boomers" show diamond hands as bitcoin slides 40%
Bloomberg Intelligence Senior ETF Analyst, Eric Balchunas joins CoinDesk's Jennifer Sanasie to discuss why ETF investors are staying remarkable steady while the rest of the market panics. He breaks down the "irony" of ETF boomers showing stronger diamond hands than crypto natives by treating bitcoin as a "hot sauce" allocation within diversified portfolios. Watch to learn how bitcoin’s volatility compares to the 22-year history of Gold ETFs and why this drawdown might just be another cycle for the asset class.

Bitwise CIO Matt Hougan’s $6.5M Bitcoin call: “long term investors will be rewarded”
Bitwise Chief Investment Officer, Matt Hougan joins CoinDesk’s Markets Outlook with Jennifer Sanasie and Andy Baehr. He explains why he believes 2025 was a bear market and where he sees markets going from here. Hougan breaks down why central banks are eyeing bitcoin as a superior self-custody tool to gold, Bitwise’s on-chain yield vaults, and why he's betting on Solana as the challenger to Ethereum's dominance. With President Trump tapping Kevin Warsh for Fed Chair, Hougan weighs in on what this means for crypto. Notably, Warsh is listed as an investor and advisor on Bitwise’s website.

Why BlackRock’s former crypto head is betting on Ethereum
SharpLink CEO and former BlackRock head of digital assets strategy, Joseph Chalom, joins CoinDesk's Jennifer Sanasie on Markets Outlook. He explains why he believes Ethereum’s Total Value Locked (TVL) is poised for 10X growth in 2026. Chalom breaks down how stablecoins, RWA tokenization, and sovereign wealth funds are migrating to decentralized rails, effectively turning Ethereum into the "toll road" of global finance. They also dive into the rise of AI agents in DeFi and how SharpLink is pioneering a new institutional treasury model as the world’s second-largest public ETH holder.

$15,000 ETH by year-end? Etherealize founders lay out the path to a new high
In today’s Markets Outlook, Etherealize founders Vivek Raman and Danny Ryan join Jennifer Sanasie to discuss why Ethereum is emerging from "regulatory purgatory" and entering a multi-trillion dollar repricing phase.

Analyst targets relief rally, is $105k bitcoin on the horizon?
In today's Markets Outlook, Katie Stockton of Fairlead Strategies joins CoinDesk's Jennifer Sanasie to break down why bitcoin is behaving more like a risk asset than a safe haven as it hits critical technical support levels. Plus, she explores the potential for a short-term relief rally and explains how to use the cloud model to manage risk during the current market transition.

Why memecoins are the best market barometer right now
After a rocky end to 2025, the New Year is off to a fast start with the memecoin index jumping 25% in just five days. In today's Markets Outlook, CoinDesk's Jennifer Sanasie and Andy Baehr break down the return of retail demand, the impact of the October 10th event, and what's ahead for 2026.

Will 2026 be the year of bitcoin financialization?
In today's Markets Outlook, Bitlayer Co-Founder Charlie Hu joins CoinDesk's Jennifer Sanasie to discuss the major test bitcoin faces following the US military operation in Venezuela. Plus, he analyzes the 2026 market outlook, exploring how hyperinflation and geopolitical shifts are driving bitcoin adoption, and the rise of decentralized finance.

Peter Schiff: "I May Have Influenced More People To Buy Bitcoin Than People Who Advocate Bitcoin"
Euro Pacific Asset Management Chief Economist Peter Schiff has been named to CoinDesk’s 50 Most Influential list. In this interview with CoinDesk’s Jennifer Sanasie, the SchiffGold founder reflects on gold's record highs, and shares his skepticism of bitcoin, asserting that the cryptocurrency lacks the properties of sound money. He also predicts the collapse of Strategy’s business model and unveils his own pivot to the blockchain: a new tokenized gold product.

Why Arthur Hayes Says Bitcoin Will Reach $750K by 2027
BitMEX Co-founder and Maelstrom CIO, Arthur Hayes has been named one of CoinDesk’s 50 Most Influential People. He joins CoinDesk's Jennifer Sanasie, to discuss his famous and persistent $250,000 bitcoin forecast and the macro forces driving it. Plus, he explains why Zcash is his best investment and reveals his top three assets for 2026.

Inside Forward Industries' SOL Strategy
Speaking with CoinDesk from Solana Breakpoint, Multicoin Capital Co-Founder & Managing Partner Forward Industries Chairman Kyle Samani discusses the biggest news from the event, including major financial firms launching tokenized products on the network. He explains how Forward Industries is actively leveraging Solana's thriving DeFi ecosystem to generate yield—a strategy fundamentally different from bitcoin treasury models, and reveals his prediction for the inevitable consolidation of digital asset treasury companies.
