CoinDesk Podcast Network

Sometimes, the law is the law, industry experts say.

Today's episode is sponsored by CME Group.

To get the show every day, follow the podcast here.

Today’s featured story is an opinion piece from Daniel Kuhn, titled: “Code Is Not (Always) Law.”

-

From our sponsors:

CME Group Cryptocurrency futures and options provide market-leading liquidity for bitcoin and ether trading. These cash-settled contracts give full exposure to crypto performance without the hassle of holding the physical position. No digital wallet? No problem. Trade nearly 24/7 in a transparent, CFTC-regulated market. Visit cmegroup.com/crypto to learn more.

Disclaimer:

This communication is not directed to investors located in any particular jurisdiction and is not intended to be accessed by recipients based in jurisdictions in which distribution is not permitted. The information herein should not be considered investment advice or the results of actual market experience. Past results are not necessarily indicative of future performance. Trading derivatives products involves the risk of loss. Please consider carefully whether futures or options are appropriate to your financial situation.

-

This episode was hosted by Noelle Acheson. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl. All original music by Doc Blust and Colin Mealey.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CoinDesk Indices presents six notable market movement highlights from last week.

Today's episode is sponsored by CME Group.

To get the show every day, follow the podcast here.

The CoinDesk Market Index (CMI) functions as a benchmark for the performance of the digital asset market, delivering institutional quality information to digital asset investors. Today’s takeaways are provided by Pallavi Chintam, quantitative analyst at CoinDesk Indices with additional analysis from David Attermann, co-founder and managing partner of Omnichain Capital. For more on the CMI you can visit: coindeskmarkets.com.

-

From our sponsors:

CME Group Cryptocurrency futures and options provide market-leading liquidity for bitcoin and ether trading. These cash-settled contracts give full exposure to crypto performance without the hassle of holding the physical position. No digital wallet? No problem. Trade nearly 24/7 in a transparent, CFTC-regulated market. Visit cmegroup.com/crypto to learn more.

Disclaimer:

This communication is not directed to investors located in any particular jurisdiction and is not intended to be accessed by recipients based in jurisdictions in which distribution is not permitted. The information herein should not be considered investment advice or the results of actual market experience. Past results are not necessarily indicative of future performance. Trading derivatives products involves the risk of loss. Please consider carefully whether futures or options are appropriate to your financial situation.

-

This episode was hosted by Noelle Acheson. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl. All original music by Doc Blust and Colin Mealey.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Arthur Hayes, Chief Investment Officer of Maelstrom, delves into the anticipated bull run in crypto, the potential collapse of the traditional financial system, and his unique take on Bitcoin, Ethereum, sh*tcoins, and more. 

Take the Unchained 2023 survey!

Listen to the episode on Apple Podcasts, Spotify, Overcast, Podcast Addict, Pocket Casts, Pandora, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.

As 2023 nears its end, the crypto community is abuzz with speculation: will the relentless crypto winter give way in 2024? Crypto OG Arthur Hayes is confident that crypto is on an upswing. According to Hayes, these market cycles are historically recurrent, indicating a potential bull run in the near future. 

In this episode, Hayes offers his insights on a range of compelling topics, from what he believes will be a resurgence of central bank money printing between 2024 and 2027 to the effect spot Bitcoin ETFs will have on crypto markets. 

He also shares his views on the post-FTX blockchain landscape, the dynamics of Ethereum and meme-coins, and why he thinks Tether won’t last. 

Show highlights:

Thank you to our sponsors!

Arbitrum Foundation | Uniswap | Popcorn Network

Guest

Arthur Hayes, CIO of Maelstrom.

Previous appearances on Unchained:

Arthur Hayes, Former Ethereum Skeptic, on Why the Merge Makes Him Bullish on ETH 

Arthur Hayes of Bitmex on Why Countries Will Turn to Digital

The Chopping Block: Arthur Hayes on Why Crypto Needs to Ditch the Banks

How Crypto and Blockchain Technology Could Change Financial Services

Links

Macroeconomics

CoinDesk: The Relationship Between Bitcoin and Interest Rates Is Breaking Down: Arthur Hayes

Bad Gurl by Arthur Hayes

The Periphery by Arthur Hayes

Arthur Hayes’ tweet: “the U.S. banking crisis is back”

Bitcoin ETFs and markets

Forbes’ Billy Bambrough on Arthur Hayes’ hot ETF take - “If ETFs managed by TradFi asset managers are too successful, they will completely destroy Bitcoin.”

Blockworks: Institutional custody of bitcoin could kill it, cautions Hayes

Arthur’s tweet on cash or in-kind Bitcoin ETFs

Unchained: Why the SEC May Want Cash Creation of Spot Bitcoin ETFs

Arthur’s meme on BlackRock 

SBF and FTX

White Boy by Arthur Hayes

White Man by Arthur Hayes

New York Magazine: The Original King of Crypto Is Back Arthur Hayes rubbed success in the Feds’ face and got busted. Now he’s returning to a shell-shocked industry.

CZ and Binance

Panda Power by Arthur Hayes

Unchained: 

How Binance Will Open All Its Activity to the U.S. Government

Binance to Pay $4.3B Penalty to Resolve U.S. DOJ Criminal Investigation; Changpeng Zhao Resigns, Pleads Guilty to Money Laundering Charges

Ethereum, Solana, meme-coins:

Hayes predicts SOL will go to $100, but also calls it “Sam-coin piece of dogshit L1 that at this point is just a meme”

Arthur’s tweets on memecoins: 

Tweet: “thinking about what shitcoins I’m going to yolo into.”

Tweet: “$BONK > $SHIB”

Tweet: “Can $L be this cycle’s $SHIB?

Artificial intelligence

Massa by Arthur Hayes

Unchained: When AI and Blockchain Meet, How Can Each Technology Benefit?

The Chopping Block: Why AI Will Change the Course of History in Crypto

Stablecoins:

Arthur’s tweet on Ethena flipping USDT

Unchained: How Ethena’s USDe Challenges Traditional Stablecoin Models

Unchained Podcast is Produced by Laura Shin Media, LLC. Distributed by CoinDesk. Senior Producer is Michele Musso and Executive Producer is Jared Schwartz. 

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Noelle Acheson, the mind behind the Crypto Is Macro Now newsletter, explores market moves, global regulatory rumblings, financial conditions and more.

Today's episode is sponsored by CME Group.

To get the show every day, follow the podcast here.

Today’s Stories:

Chainalysis: The 2023 Global Crypto Adoption Index 

Nigeria Lifting Ban on Bank Accounts for Crypto Firms Could Lead to Usage 'Surge' 

Erdogan Appoints Crypto Lecturer to Central Bank Rate-Setting Board - Bloomberg 

India Issues Compliance 'Show Cause' Notices to 9 Offshore Exchanges Including Binance and KuCoin 

-

From our sponsors:

CME Group Cryptocurrency futures and options provide market-leading liquidity for bitcoin and ether trading. These cash-settled contracts give full exposure to crypto performance without the hassle of holding the physical position. No digital wallet? No problem. Trade nearly 24/7 in a transparent, CFTC-regulated market. Visit cmegroup.com/crypto to learn more.

Disclaimer:

This communication is not directed to investors located in any particular jurisdiction and is not intended to be accessed by recipients based in jurisdictions in which distribution is not permitted. The information herein should not be considered investment advice or the results of actual market experience. Past results are not necessarily indicative of future performance. Trading derivatives products involves the risk of loss. Please consider carefully whether futures or options are appropriate to your financial situation.

-

This episode was hosted by Noelle Acheson. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl. All original music by Doc Blust and Colin Mealey.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CoinDesk Indices presents six notable market movement highlights from last week.

Today's episode is sponsored by CME Group.

To get the show every day, follow the podcast here.

The CoinDesk Market Index (CMI) functions as a benchmark for the performance of the digital asset market, delivering institutional quality information to digital asset investors. Today’s takeaways are provided by Tracy Stephens, senior index manager of CoinDesk Indices with additional analysis from Connor Farley, CEO and cofounder of Truvius. For more on the CMI you can visit: coindeskmarkets.com.

-

From our sponsors:

CME Group Cryptocurrency futures and options provide market-leading liquidity for bitcoin and ether trading. These cash-settled contracts give full exposure to crypto performance without the hassle of holding the physical position. No digital wallet? No problem. Trade nearly 24/7 in a transparent, CFTC-regulated market. Visit cmegroup.com/crypto to learn more.

Disclaimer:

This communication is not directed to investors located in any particular jurisdiction and is not intended to be accessed by recipients based in jurisdictions in which distribution is not permitted. The information herein should not be considered investment advice or the results of actual market experience. Past results are not necessarily indicative of future performance. Trading derivatives products involves the risk of loss. Please consider carefully whether futures or options are appropriate to your financial situation.

-

This episode was hosted by Noelle Acheson. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl. All original music by Doc Blust and Colin Mealey.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Noelle Acheson, the mind behind the Crypto Is Macro Now newsletter, explores ether outperformance, inflation expectations, Mt. Gox and more.

Today's episode is sponsored by CME Group.

To get the show every day, follow the podcast here.

Today’s Stories:

Mt. Gox Appears to Have Started PayPal Repayments Tied to 2014 Bitcoin Hack 

Infamously Hacked Crypto Exchange Mt. Gox Delays Bitcoin (BTC) Repayment Deadline by a Year 

CoinDesk Turns 10: The Legacy of Mt. Gox – Why Bitcoin's Greatest Hack Still Matters 

-

From our sponsors:

CME Group Cryptocurrency futures and options provide market-leading liquidity for bitcoin and ether trading. These cash-settled contracts give full exposure to crypto performance without the hassle of holding the physical position. No digital wallet? No problem. Trade nearly 24/7 in a transparent, CFTC-regulated market. Visit cmegroup.com/crypto to learn more.

Disclaimer:

This communication is not directed to investors located in any particular jurisdiction and is not intended to be accessed by recipients based in jurisdictions in which distribution is not permitted. The information herein should not be considered investment advice or the results of actual market experience. Past results are not necessarily indicative of future performance. Trading derivatives products involves the risk of loss. Please consider carefully whether futures or options are appropriate to your financial situation.

-

This episode was hosted by Noelle Acheson. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl. All original music by Doc Blust and Colin Mealey.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Spotlighting groundbreaking projects that are committed to the industry's progress, ongoing innovation, and adaptability.

This episode is sponsored by the Stellar Community Fund

Follow the show here for more.

In this installment of "The Protocol," hosts Brad Keoun, the founding editor of The Protocol Newsletter, and tech journalists Sam Kessler and Margaux Nijkerk, explore the following stories:

TOPIC | New Technology - Projects 

• Celestia

Celestia has released its mainnet beta after issuing tokens to 580,000 users.

• Avail

The announcement comes as Celestia's recent launch and airdrop have kindled interest in "modular" blockchain projects that can relieve the burden on primary networks like Ethereum.

• EigenDA 

EigenLayer’s platform for "re-staking" is designed to extend Ethereum’s pooled security from ETH stakers to other blockchain systems – a way for developers to bootstrap new networks without having to create their own communities of network validators.

• SUAVE

Unbundles the mempool and block builder role from existing blockchains and offers a highly specialized and decentralized plug-and-play alternative. Sharing the same sequencing layer allows crypto to stay decentralized, block builders to capture cross-domain MEV, validators to maximize their revenue, and users to transact with the best execution, while reducing the economic centralization pressure on each domain.

• Bitcoin

PROTOCOL VILLAGE SEGMENT  

TOPIC | INDUSTRY TRENDS - BUSINESS SIDE 

EPISODE LINKS |  

Celestia Airdrops TIA Token as Network Goes Live, Claims Start of 'Modular Era'

Avail, Data Availability Solution to Rival Celestia, Unveils 'Incentivized Testnet' 

Ethereum 'Restaking' Takes Shape as Next Big Trend in Blockchain Security 

2023 Q4 Outlook Report | CCData

The Future of MEV is SUAVE | Flashbots 

JPMorgan says ether to outperform bitcoin next year | The Block

JP Morgan: Ethereum to Outperform Bitcoin in 2024, Halving ‘Priced In’ - Decrypt

Sign Up for THE PROTOCOL NEWSLETTER 

From Our Sponsor: 

The Stellar Community Fund (SCF) is an open-application awards program that draws on community input to support developers and startups building on Stellar and Soroban. Accelerate your web3 project today.

Apply for Funding at communityfund.stellar.org

-

The Protocol has been produced and edited by senior producer Michele Musso and our executive producer is Jared Schwartz. Our theme song is “Take Me Back” by Strength To Last.

–

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sheila Warren's top picks from the year, compelling discussions with Noelle Acheson and Hyun Song Shin, shedding light on Bitcoin's impressive performance, India's evolving crypto landscape, and the challenges faced by central banks in a tokenized world. It's a celebration of insightful conversations and noteworthy moments that defined the financial narrative in the past year. 

This episode is sponsored by Cboe Digital

We are celebrating the holiday season with a special "Money Reimagined" edition featuring the hosts' top picks from the year in our 'Best of' compilation.

In this week's episode, Sheila Warren selects two of her favorite picks: 

In the first installment, Sheila Warren is solo talking with Noelle Acheson CoinDesk collaborator and author of the Crypto is Macro Now newsletter on Substack. Acheson provides persuasive proof of Bitcoin's resilient performance over the course of the year, demonstrating its remarkable outperformance in comparison to conventional stocks.

They explore the importance of Bitcoin ETFs, with Warren offering insights into India's changing perspective on cryptocurrency and its position in global crypto regulations, offering a thorough analysis of the country's evolving landscape.

Sheila’s second pick is a conversation Michael and she both had with Hyun Song Shin, Head of Research at the Bank for International Settlements (BIS), about the recent release of the Annual Economic Report. 

They examine the challenges presently confronting central banks, and explore the immobilization or locking of tangible assets, along with the legal obstacles associated with tokenization.

From our sponsors:

Do you have a trusted partner for your crypto trading? Cboe Digital will introduce financially settled margin futures on Bitcoin and Ether on January 11th, 2024 with physically delivered contracts to follow. Listed and cleared on Cboe’s U.S. regulated exchange and clearinghouse, and complemented by a liquid crypto spot market for greater ease and access. We invite you to learn more about this and all applicable risk disclosures at cboedigital.com/coindesk.

-

Money Reimagined has been produced and edited by senior producer Michele Musso and our executive producer is Jared Schwartz. Our theme song is “The News Tonight ” by Shimmer. 

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

2023 was another packed year for crypto, with some big winners, and regulatory news taking the main spot. 

Take the Unchained 2023 survey!

Listen to the episode on Apple Podcasts, Spotify, Overcast, Podcast Addict, Pocket Casts, Pandora, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.

In 2023, the crypto industry began with post-FTX fallout such as Operation Chokepoint 2.0, the failures of banks serving the crypto industry, and the SEC's Wells Notice against Coinbase.

Meanwhile, Bitcoin Ordinals brought innovation to the Bitcoin network, while Ethereum's Shanghai upgrade introduced new functionalities. 

The criminal trial of Sam Bankman-Fried was the dramatic climax of the year, as lawmakers’ concerns about crypto being used for terrorist financing brought crypto into the mainstream conversation. The year ended with Binance's substantial settlement with the U.S. government and spot Bitcoin ETFs in the horizon, ushering in what looks like the beginnings of another bull market. 

Thank you to our sponsors!

Arbitrum Foundation  |  Uniswap  |  Popcorn Network

Links | 

DCG

Unchained: Gemini vs. DCG Is Heating Up. Could Gemini Force Genesis Into Bankruptcy?

Reuters: Crypto lending unit of Genesis files for U.S. bankruptcy

CELSIUS

Unchained: 

7 Revelations From Celsius’ Examiner Report

Why the Celsius Examiner Report Shows 'a Complete Disaster in Almost Every Way'

Operation Chokepoint 2.0

WSJ: Regulator Orders Crypto Firm Paxos to Stop Issuing Binance Stablecoin

The Verge: Kraken pays a $30 million fine and shuts down crypto staking in the US

Unchained: 

Coinbase’s Top Lawyer Calls SEC Wells Notice a ‘Massive Overreach’

Just a Coincidence? Coinbase and Polygon Lawyers See Bad Omens in SEC Crackdown

Bitcoin Ordinals

Unchained: 

Bitcoin Ordinal NFTs Are Hot and Getting Hotter. What's the Hype About?

Bitcoin’s Daily Transaction Fees Surpass Ethereum’s for First Time Since 2020

Signature, Silvergate, SVB, Bank Failures and USDC Depeg

Investopedia: What Happened to Silicon Valley Bank?

CNBC: Stablecoin USDC breaks dollar peg after firm reveals it has $3.3 billion in SVB exposure

Unchained: 

The Chopping Block: Was Crypto Just Debanked?

Why Caitlin Long and Meltem Demirors Are Worried About Crypto’s Future in the US - Cryptocurrency

SEC Issues Coinbase a Wells Notice

Rep. Emmer on Why He Believes Gary Gensler Is a ‘Bad-Faith Regulator’

Reuters: Signature Bank failure due to 'poor management,' US FDIC report says

The Verge: Silvergate has collapsed

Ethereum’s Shanghai upgrade

Unchained: 

Shapella in the Rearview: After Major Upgrade, What’s Next for Ethereum? 

Staked Ethereum Withdrawals Enabled As Shanghai Upgrade Goes Live

CoinDesk: What’s Next After the Ethereum Shanghai Upgrade Known as Shapella

Prometheum

Unchained: 

Prometheum and Paradigm in Debate: Can the Status Quo Work for Crypto

These 2 Crypto Trading Platforms Agree With SEC Chair Gary Gensler

Crypto Community Unearths Questionable History of SEC-Aligned Prometheum - Cryptocurrency Regulation

SEC vs. Binance and Coinbase

Unchained: 

SEC Files 13 Charges Against Binance Including the Mishandling of Funds, Sale of Unregistered Securities

SEC Sues Coinbase for Breaking Securities Laws

SEC Sues Binance, Coinbase: ‘This Is Not the End of Crypto in the United States’

Ripple

Unchained: 

New Order in SEC vs. Ripple Over XRP Is a Win for Crypto: What Happens Now?

The Chopping Block: Jake Chervinsky on How the SEC Has Lost Credibility

CoinDesk: Ripple, Crypto Industry Score Partial Win in SEC Court Fight Over XRP

Bitcoin ETFs

Unchained: 

Grayscale Wins Lawsuit Against SEC Over Denial of Bid to Convert GBTC Into a Bitcoin ETF

Does Grayscale’s Win Against the SEC Mean a Spot Bitcoin ETF Will Be Approved?

Why a Spot Bitcoin ETF Will Probably Launch No Later Than January 10

How Much Money Will Flow Into Bitcoin ETFs? Here’s One Projection

Why Financial Advisors Are So Excited About a Spot Bitcoin ETF

Market Forecaster Raoul Pal Says There’s a Good Chance Bitcoin Will Hit $100K-$200K in 2024

Why Swan CEO Cory Klippsten Is Still Convinced That Bitcoin Is Headed to $1 Million

SBF Trial

Unchained: 

How Heated Sidebars During the SBF Trial Could Impact the Jury’s Decision

While Wang Reveals Alameda’s Special Privileges

Sam Bankman-Fried Trial: Here’s Everything That Happened So Far

Did Sam Bankman-Fried Have Intent to Defraud FTX Investors?

A 20+ Year Sentence? Why the Evidence Against SBF Was Too Hard to Overcome

Terrorism in crypto

Unchained: How Much Money Are Terrorists Actually Raising in Crypto?

WSJ: Hamas Militants Behind Israel Attack Raised Millions in Crypto

Binance settlement 

Unchained: 

How Binance Will Open All Its Activity to the U.S. Government 

Binance to Pay $4.3B Penalty to Resolve U.S. DOJ Criminal Investigation; Changpeng Zhao Resigns, Pleads Guilty to Money Laundering Charges

WSJ: Binance Penalties Include a Number of Crypto Industry Firsts: The Treasury Department’s FinCEN is imposing its first-ever monitorship on the cryptocurrency exchange

Points systems

Unchained: Crypto Points Systems Are a 100x Opportunity, But Founders, Be Wary 

Li’s Newsletter: Lessons on Points Programs for Crypto Apps

-

Unchained Podcast is Produced by Laura Shin Media, LLC.  Distributed by CoinDesk. Senior Producer is Michele Musso and Executive Producer is Jared Schwartz. 

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Experimentation with tokenization is leading to growing confusion about terminology, and that is getting in the way of a deeper understanding of its potential, says Noelle Acheson.

Today's episode is sponsored by CME Group.

To get the show every day, follow the podcast here.

For today’s featured story, Noelle Acheson reads her piece for CoinDesk: “Security Tokens and Tokenized Securities Are Not the Same Thing.” 

Further reading: Overdue: Statement of Dissent on LBRY

-

From our sponsors:

CME Group Cryptocurrency futures and options provide market-leading liquidity for bitcoin and ether trading. These cash-settled contracts give full exposure to crypto performance without the hassle of holding the physical position. No digital wallet? No problem. Trade nearly 24/7 in a transparent, CFTC-regulated market. Visit cmegroup.com/crypto to learn more.

Disclaimer:

This communication is not directed to investors located in any particular jurisdiction and is not intended to be accessed by recipients based in jurisdictions in which distribution is not permitted. The information herein should not be considered investment advice or the results of actual market experience. Past results are not necessarily indicative of future performance. Trading derivatives products involves the risk of loss. Please consider carefully whether futures or options are appropriate to your financial situation.

-

This episode was hosted by Noelle Acheson. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl. All original music by Doc Blust and Colin Mealey.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.