Markets Daily
Is institutional capital waiting on the Clarity Act?
Benchmark-StoneX Senior Equity Research Analyst Mark Palmer joins CoinDesk's Jennifer Sanasie on today's Markets Outlook to break down Q4 earnings and the structural shifts happening across the crypto equity landscape. He discusses how the potential enactment of the Clarity Act could trigger an influx of institutional capital and why Coinbase’s Base protocol is a massive hidden driver for shareholders.
How Coinbase is blurring the line between Wall Street and web3
In today's Markets Outlook, Coinbase Head of Consumer and Platform Business Development Mark Troianovski joins CoinDesk's Jennifer Sanasie to unveil the platform's massive expansion into 24/5 stock and ETF trading for US users. He breaks down the vision for an "everything exchange" that blends crypto, equities, and prediction markets.
How Kraken is bringing Wall Street to every app
Mark Greenberg, Kraken’s VP of xStocks and Global Head of Consumer, joins CoinDesk Live at Consensus Hong Kong to announce a $20 billion milestone in tokenized equity volume. He explains how xStocks is dismantling the traditional brokerage model by allowing users to buy fractional shares of Tesla and the S&P 500 directly within everyday apps. Greenberg discusses the 24/7 trading advantage, the roadmap for adding Hong Kong stocks, and why tokenized equities are becoming the preferred asset class for retail investors across Asia.
Anthony Scaramucci & The Wizard of Soho: Inside the new age of onchhain leverage
Skybridge Capital founder Anthony Scaramucci, and The Wizard of Soho, Joy Pathak joined CoinDesk Live from Consensus Hong Kong. Pathak, a former bond trader who once managed a $40 billion portfolio at CalPERS, explains why leverage didn't die after the recent market crash—it simply moved into a new, more transparent era. He breaks down how the rise of decentralized exchanges like Hyperliquid and Aevo has handed institutional-grade tools to retail traders, creating an environment where every multi-billion dollar position is visible to the entire world in real-time. Scaramucci argues that while some Wall Street "fuddy-duddies" fear volatility, crypto’s 24/7 liquidity actually makes it a safer market than traditional finance. By comparing the ability to hedge an exogenous risk on a Sunday night to the "trapped" nature of closed bond markets, Scaramucci and Pathak illustrate why the "horseless carriage" of blockchain is destined to outrun legacy systems.
Why 10x Research sees a bitcoin drop to $50,000 this summer
As the crypto markets teeter on the edge, 10x Research founder, Markus Thielen, joined Consensus Live at Consensus Hong Kong to deliver a sobering reality check on bitcoin’s trajectory. Thielen explains why the recent volatility isn't just a temporary dip but the potential start of a deeper trend driven by institutional redemptions and a massive liquidity gap. He breaks down the technical "liquidity trap" that caught traders off guard following the 2024 election and explains how negative option gamma forced market makers into a selling frenzy.
Ondo charts a path from tokenized assets to on-chain prime brokerage
Ondo Finance President Ian De Bode joins Jennifer Sanasie and Andy Baehr on CoinDesk Live at the Ondo Summit to discuss the firm's ascent to more than $2 billion in TVL and its roadmap for 2026. De Bode explains how Ondo is moving beyond simple asset issuance to build a comprehensive on-chain prime brokerage. A key pillar of this strategy is the launch of Ondo Perps, a platform that allows users to trade perpetual futures on equities and commodities using their tokenized spot assets as collateral. By bridging the gap between TradFi and DeFi, Ondo is turning crypto wallets into a place where global investors can access, hedge, and leverage 200+ tokenized stocks and ETFs 24/7.
"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.
