Piyasalar
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.
Bitcoin panic-selling may be ending as sellers' profit margins disappear
Analistler, taze ABD-İran gerilimi ve yenilenen spot ETF girişleri arasında bitcoin’in dayanıklılığına işaret ederek, kenar satıcının çekildiğine dair en net işaretler olduğunu belirtiyorlar.
Bitcoin'in son makro rahatlaması, Japon faiz oranlarından kaynaklanan bir zorlukla karşı karşıya
Japon tahvil getirileri yükselmeye devam ederken, bu durum ABD muadillerini de yukarı çekiyor ve risk varlıkları için potansiyel bir engel oluşturmaktadır.
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.
Bitcoin'in Sharpe Oranı 2022'den bu yana en düşük seviyeye geriledi. İşte bunun anlamı.
Negatif bir okuma, yatırımcıların 10 yıl vadeli ABD Hazine tahvilleri gibi risksiz varlıklarda bulunmuş olmasının daha avantajlı olacağını gösterir.
Deneyimli trader Peter Brandt, bazı bitcoinlerini altınla takas etmeyi düşündüğünü belirtiyor
Deneyimli trader Peter Brandt, altının bitcoin karşısında önemli ölçüde değer kazanacağını söyledi.
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.
Taiko, 1,7 milyon dolarlık saldırıdan sadece 10 gün sonra zincirler arası köprüyü tamamen yeniden faaliyete geçirdi
Protokol, bağımsız bir güvenlik incelemesini içeren çok aşamalı bir iyileşme sürecini tamamladı. TAIKO tokenı, son işlemlerde %136’ya varan yükseliş gösterdi.
Binance kurucusu CZ, kriptonun kötü geçen 2026 yılını yapay zeka, küresel gerilimler ve 4 yıllık döngünün birleşimine bağlıyor
Binance kurucusu CoinDesk’e, kripto piyasasındaki %50'lik düşüşün tek bir nedeni olmadığını söyledi.
