Markets Outlook

Outlook on bitcoin, and the impact of the government shutdown and President Trump's potential tariff 'dividend' on the markets with TheoTrade Co-Founder Don Kaufman.

In today's Markets Outlook, TheoTrade co-founder Don Kaufman joins CoinDesk's Jennifer Sanasie to break down crypto markets, sharing insights on a shift in bitcoin's behavior and warning of a major risk hanging over its price. Plus, he discusses what a government shutdown means for traders and why he believes that despite providing a short-term positive for altcoins, President Trump's potential tariff 'dividend' could pour fuel on the inflation fire.

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Bridge simplifies global money movement. As the leading stablecoin issuance and orchestration platform, Bridge abstracts away blockchain complexity so businesses can seamlessly move between fiat and stablecoins. From payroll providers and remittance companies to neobanks and treasury teams, Bridge powers payments, savings, and stablecoin issuance for thousands – like Shopify, Metamask, Remitly, and more.

URL: ⁠⁠⁠https://hubs.ly/Q03KGbRK0⁠⁠⁠

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This episode was hosted by Jennifer Sanasie.

Predictions for where DeFi is headed next with Monarq Asset Management CIO Sanat Rao.

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

At Korea Blockchain Week, CoinDesk’s Jennifer Sanasie and Sam Ewen sit down with Sanat Rao, CIO of Monarq Asset Management, to discuss how the latest Fed rate cut is impacting crypto markets and setting the stage for the next DeFi summer. Plus, he explains why lower interest rates make DeFi yields even more attractive, how TradFi is starting to embrace on-chain finance, and the biggest risks facing DeFi investors today.

This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.

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This episode was hosted by Jennifer Sanasie and Sam Ewen.

Unpacking the synergy between crypto and sports with NBA champion and entrepreneur, Tristan Thompson and Somnia founder Herman Narula.

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

NBA champion and entrepreneur, Tristan Thompson and Somnia founder Herman Narula join CoinDesk’s Jennifer Sanasie and Sam Ewen at Korea Blockchain Week to discuss their new collaboration, a project that aims to use crypto to elevate the fan experience and disrupt the sports industry. Plus, Tristan reveals what his teammates are asking him about crypto and gives a bold prediction for the price of Bitcoin.

This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.

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This episode was hosted by Jennifer Sanasie and Sam Ewen.

An update on Drex with Ronaldo Lemos

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

In today’s Markets Outlook, CoinDesk’s Jennifer Sanasie and Sam Ewen sit down with Ronaldo Lemos — advisor to Brazil’s Central Bank, and board member of the Stellar Development Foundation — to explore Drex, Brazil’s upcoming central bank digital currency.

This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.

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This episode was hosted by Jennifer Sanasie and Sam Ewen.

Unpacking the Korea crypto market with Pudgy Penguins and Abstract CEO Luca Netz.

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

In today’s Markets Outlook, Pudgy Penguins and Abstract CEO Luca Netz join CoinDesk’s Jennifer Sanasie and Sam Ewen from Korea Blockchain Week to share his insights on why the country is the new epicenter of both global culture and crypto. He explains the staggering statistics on Korean crypto adoption, what American companies can learn from this market, and how his company, Abstract, is working to bring fun back to the EVM.

This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.

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This episode was hosted by Jennifer Sanasie and Sam Ewen.

Unveiling ReserveOne and a new era of bitcoin DeFi with CEO Jaime Leverton at Korea Blockchain Week.

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

In today's Markets Outlook, CoinDesk's Jennifer Sanasie and Sam Ewen sit down with Jaime Leverton, CEO of ReserveOne, at Korea Blockchain Week 2025 to discuss the critical role of transaction fees in bitcoin halving and the potential for a new era of bitcoin DeFi. Plus, she gives us an exclusive look at ReserveOne, a new public company aiming to be a one-stop-shop for crypto investors, with a management team she calls the "Avengers of Crypto."

This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.

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This episode was hosted by Jennifer Sanasie and Sam Ewen.

Maelstrom CIO and BitMEX Co-Founder Arthur Hayes talks HYPE, BTC, and Korea Blockchain Week.

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

In today's Markets Outlook, CoinDesk's Jennifer Sanasie and Sam Ewen sit down with Chief Investment Officer at Maelstrom and Co-founder of BitMEX Arthur Hayes from Korea Blockchain Week for a no-holds-barred conversation on all things crypto. Arthur shares his unique insights on the South Korean crypto market. Plus, he gives his prediction for bitcoin by the end of the year and explains what was behind his recent decision to exit a major HYPE position.

This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.

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This episode was hosted by Jennifer Sanasie and Sam Ewen.

Announcing PayPal PYUSD on Stellar with PayPal's Larry Wade and Stellar's José Fernández Da Ponte.

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

Live from Stellar Meridian 2025 in Rio de Janeiro, CoinDesk's Jennifer Sanasie and Sam Ewen sit down with PayPal's Global Head of Compliance and Regulatory Relations for Crypto, Larry Wade and Stellar's President and Chief Growth Officer José Fernández Da Ponte to announce their new partnership. They discuss how this partnership will bring more utility to stablecoins, the role of compliance in a regulated space, and how this alliance serves a long-term vision for the future of finance.

This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.

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This episode was hosted by Jennifer Sanasie and Sam Ewen.

Unveiling a new $50M Fund for RWAs with Onigiri Capital Managing Partner Qin En Looi.

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

A new $50M fund called Onigiri Capital is bridging a key market gap by connecting Latin American startups with Asia's institutional investors. In today's Markets Outlook, live from Rio de Janeiro, Managing Partner Qin En Looi explains why this link is so crucial, the growing role of real-world assets in the blockchain space, and how Onigiri is building the next generation of financial products and services.

This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.

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This episode was hosted by Jennifer Sanasie and Sam Ewen.

Exploring the nuanced reality of stablecoins in emerging markets with The Flip Founder Justin Norman.

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

In today's Markets Outlook, CoinDesk's Jennifer Sanasie and Sam Ewen are joined by Justin Norman, Founder of The Flip, to dive deep into his new documentary series and explore the nuanced, on-the-ground reality of stablecoins. From the complex legal gray areas in Argentina to the surprising role crypto plays in Bolivia's economy, Justin shares what he's learned from people around the globe who depend on stablecoins.

This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.

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This episode was hosted by Jennifer Sanasie and Sam Ewen.