Markets Outlook

The latest price moves and insights with Jenn Sanasie and General Partner at Dragonfly Tom Schmidt.

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

On "Markets Daily," Tom Schmidt, General Partner at Dragonfly, discusses market pricing, indicating a 0% probability of a rate cut in June. He and Sanasie delve into the disappointing performance of Hong Kong ETFs compared to US ETFs, highlighting the former's role as an accessible vehicle for Bitcoin investment endorsed by regulators. Despite Hong Kong's crypto-friendly environment, ETF inflows are slowing in both Hong Kong and the US, with investors shifting towards lower-cost options to reduce fees and improve returns. The conversation anticipates a potentially more hawkish tone from the upcoming Fed meeting but remains optimistic about controlling inflation. They also touch on conflicting views regarding inflation and rate cuts, noting external pressures favoring lower rates to stimulate the economy.

Chapters | 

00:00 Introduction

02:15 Hong Kong ETFs

04:15 Regulatory Endorsement: The ETF's Impact on Bitcoin as an Asset Class

06:38 Conflicting Ideas on Inflation and Rate Cuts

08:45 The Future Price Range of Bitcoin

10:56 The Importance of Regulatory Compliance

13:02 The Potential Turf War Between the SEC and CFTC

13:43 The Need for Clarity and a Clear Path Forward

14:31 The Importance of Points in Bootstrapping Networks

15:30 The Future of Liquidity Mining and Points

LINKS | 

CoinDesk 20 

Dragonfly Capital 

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Consensus 2024 is where experts convene to discuss ideas shaping our digital future. Join developers, investors, founders, brands, policymakers, and more in Austin, Texas from May 29-31. CoinDesk curates the tenth annual Consensus to feature the industry’s most sought-after speakers, unparalleled networking opportunities, and unforgettable experiences. Take 15% off registration with the code MD15. 

Register now at consensus.coindesk.com.

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This episode was hosted by Jenn Sanasie. “Markets Daily” is produced and edited by senior producer Michele Musso, and executive producer Jared Schwartz alongside Senior Booker, Melissa Montañez—all original music by Doc Blust and Colin Mealey.

The latest price moves and insights with Jennifer Sanasie and Fundstrat Global Advisors head of digital asset strategy Sean Farrell.

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

On "Markets Daily," Sean Farrell, head of digital asset strategy at Fundstrat Global Advisors, breaks down the significance of Treasury's upcoming QRA (quarterly refunding announcement) and what it could mean for bitcoin and the US dollar. Plus, insights on allocating bitcoin and cash in portfolios.

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Consensus is where experts convene to talk about the ideas shaping our digital future. Join developers, investors, founders, brands, policymakers and more in Austin, Texas from May 29-31. The tenth annual Consensus is curated by CoinDesk to feature the industry’s most sought-after speakers, unparalleled networking opportunities and unforgettable experiences. Take 15% off registration with the code MD15. Register now at consensus.coindesk.com.

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This episode was hosted by Jennifer Sanasie. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Victor Chen, alongside Senior Booking Producer Melissa Montañez. All original music by Doc Blust and Colin Mealey.

The latest price moves and insights with Jennifer Sanasie and Off the Chain Capital CEO Brian Dixon.

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

On "Markets Daily," Off the Chain Capital CEO Brian Dixon breaks down the recent price movements in bitcoin and explains why various models indicate that bitcoin is currently undervalued. Plus, insights on the impact of Russia's potential crypto ban and spot ETF products in Hong Kong.

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Consensus is where experts convene to talk about the ideas shaping our digital future. Join developers, investors, founders, brands, policymakers and more in Austin, Texas from May 29-31. The tenth annual Consensus is curated by CoinDesk to feature the industry’s most sought-after speakers, unparalleled networking opportunities and unforgettable experiences. Take 15% off registration with the code MD15. Register now at consensus.coindesk.com.

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This episode was hosted by Jennifer Sanasie. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Victor Chen, alongside Senior Booking Producer Melissa Montañez. All original music by Doc Blust and Colin Mealey.

CoinDesk Indices presents notable data insights from the week, followed by additional analysis from an industry expert.

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. Subsets of the CoinDesk Market Index (CMI) are investible CoinDesk Crypto Sectors and the CoinDesk 20 Index, designed to measure the performance of the top digital assets. Today’s takeaways are provided by Tracy Stephens, senior index manager at CoinDesk Indices with additional analysis from Phillip Moran, Co-Founder & CEO at Digital Opportunities Group. For more on CoinDesk Indices, visit: coindeskmarkets.com.

The latest price moves and insights with Helene Braun and Laurence Latimer, Founder and CEO of Dinara.

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

On "Markets Daily," Laurence Latimer, Founder and CEO of Dinara, discusses the recent significant drop in Bitcoin and Ethereum prices overnight. Despite this, positive strides are seen in the regulatory landscape for crypto, particularly in the US and UK where proposed bills and regulations are emerging. However, there's a clear call for greater collaboration between regulators and the industry. Key regulatory developments to monitor include the approval of Bitcoin ETFs, stablecoin legislation, and enforcement actions. Additionally, there's an exploration into the possibility of traditional financial markets adopting a 24/7 schedule akin to crypto markets.

Takeaways | 

Chapters | 

00:00 Crypto Markets and Price Drop

05:15 Increasing Institutional Adoption

11:23 Impact of Ether's Designation

LINKS | 

CoinDesk 20 

Dinara 

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Consensus 2024 is where experts convene to discuss ideas shaping our digital future. Join developers, investors, founders, brands, policymakers, and more in Austin, Texas from May 29-31. CoinDesk curates the tenth annual Consensus to feature the industry’s most sought-after speakers, unparalleled networking opportunities, and unforgettable experiences. Take 15% off registration with the code MD15. 

Register now at consensus.coindesk.com.

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This episode was hosted by Helene Braun. “Markets Daily” is produced and edited by senior producer Michele Musso, and executive producer Jared Schwartz alongside Senior Booker, Melissa Montañez—all original music by Doc Blust and Colin Mealey.

The latest price moves and insights with Helene Braun and Mark Connors, Head of 3iQ.

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

On "Markets Daily," — Mark Connors, Head of 3iQ discusses the current state of the crypto market after the halving and the impact of the macroeconomic environment on Bitcoin. He explains that the market is following a similar pattern to previous halvings and that the macroeconomic environment supports Bitcoin as a store of value. 

Takeaways | 

Chapters | 

00:00 Introduction and Overview of the Crypto Market

05:24 The Weakness or Strength of the Dollar and its Impact on Bitcoin

11:07 Centralization and Custodian Security in Spot Bitcoin ETFs

15:35 Conclusion and Closing Remarks

LINKS | 

CoinDesk 20 

3iQ 

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Consensus 2024 is where experts convene to discuss ideas shaping our digital future. Join developers, investors, founders, brands, policymakers, and more in Austin, Texas from May 29-31. CoinDesk curates the tenth annual Consensus to feature the industry’s most sought-after speakers, unparalleled networking opportunities, and unforgettable experiences. Take 15% off registration with the code MD15. 

Register now at consensus.coindesk.com.

-

This episode was hosted by Helene Braun. “Markets Daily” is produced and edited by senior producer Michele Musso, and executive producer Jared Schwartz alongside Senior Booker, Melissa Montañez—all original music by Doc Blust and Colin Mealey.

The latest price moves and insights with Jennifer Sanasie and Delta Blockchain Fund founder and general partner Kavita Gupta.

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

On "Markets Daily," Delta Blockchain Fund founder and general partner Kavita Gupta shares her analysis with a focus on bitcoin's performance following the spot BTC ETF success. Plus, insights on the integration between AI (artificial intelligence) and blockchain, and the security concerns surrounding restaking.

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Consensus is where experts convene to talk about the ideas shaping our digital future. Join developers, investors, founders, brands, policymakers and more in Austin, Texas from May 29-31. The tenth annual Consensus is curated by CoinDesk to feature the industry’s most sought-after speakers, unparalleled networking opportunities and unforgettable experiences. Take 15% off registration with the code MD15. Register now at consensus.coindesk.com.

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This episode was hosted by Jennifer Sanasie. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Victor Chen, alongside Senior Booking Producer Melissa Montañez. All original music by Doc Blust and Colin Mealey.

The latest price moves and insights with Jennifer Sanasie and 21Shares' Eliézer Ndinga.

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

Bitcoin (BTC) is trading above the $66,000 level after the halving took place late last Friday. Eliézer Ndinga, 21Shares' VP and Head of Strategy and Business Development, Digital Assets, discusses the halving's impact on miners, entrepreneurs, and future consumer-facing applications.

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Consensus is where experts convene to talk about the ideas shaping our digital future. Join developers, investors, founders, brands, policymakers and more in Austin, Texas from May 29-31. The tenth annual Consensus is curated by CoinDesk to feature the industry’s most sought-after speakers, unparalleled networking opportunities and unforgettable experiences. Take 15% off registration with the code MD15. Register now at consensus.coindesk.com.

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This episode was hosted by Jennifer Sanasie. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Victor Chen, alongside Senior Booking Producer Melissa Montañez. All original music by Doc Blust and Colin Mealey.

The latest price moves and insights with Helene Braun and 10x Research co-founder Markus Thielen.

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

On "Markets Daily," 10x Research co-founder Markus Thielen discusses his latest research report ahead of the bitcoin halving. Plus, he looks into his crystal ball and predicts how low the price of bitcoin (BTC) will fall.

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Consensus is where experts convene to talk about the ideas shaping our digital future. Join developers, investors, founders, brands, policymakers and more in Austin, Texas from May 29-31. The tenth annual Consensus is curated by CoinDesk to feature the industry’s most sought-after speakers, unparalleled networking opportunities and unforgettable experiences. Take 15% off registration with the code MD15. Register now at consensus.coindesk.com.

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This episode was hosted by Helene Braun. “Markets Daily” is produced by executive producer Jared Schwartz and edited by Victor Chen, alongside Senior Booker, Melissa Montañez—all original music by Doc Blust and Colin Mealey.

The latest price moves and insights with Helene Braun and Strix Leviathan Chief Investment Officer Nico Cordeiro.

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

On "Markets Daily," Strix Leviathan Chief Investment Officer Nico Cordeiro weighs in on the recent correction across the crypto market and his outlook on bitcoin (BTC) and ether's (ETH) price movements. Plus, how macroeconomic conditions and the Federal Reserve's decisions could impact the overall crypto market.

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Consensus is where experts convene to talk about the ideas shaping our digital future. Join developers, investors, founders, brands, policymakers and more in Austin, Texas from May 29-31. The tenth annual Consensus is curated by CoinDesk to feature the industry’s most sought-after speakers, unparalleled networking opportunities and unforgettable experiences. Take 15% off registration with the code MD15. Register now at consensus.coindesk.com.

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This episode was hosted by Helene Braun. “Markets Daily” is produced by executive producer Jared Schwartz and edited by Victor Chen, alongside Senior Booker, Melissa Montañez—all original music by Doc Blust and Colin Mealey.