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CoinDesk Podcast Network
Hosted by CoinDesk · EN
The top stories and best shows in the blockchain world, delivered daily from the team at CoinDesk.
140episodes
Episodes
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Jane Street Accused of Dumping $192M UST Before Terra Crash | CoinDesk Daily
Yesterday00:01:12Tap to summarizeDid Jane Street front-run the Terra collapse? Newly unsealed court filings allege Jane Street used a private Telegram backchannel with Terraform Labs insiders to dump $192 million of UST before the stablecoin's 2022 collapse. The firm then allegedly made $134 million shorting Terra. Jane Street denies the claims. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
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Morgan Stanley's ETF Boom, Grayscale's Staking Push, and BitGo's IPO: Wall Street's Crypto Race Is On
Yesterday00:26:20Tap to summarizeThis bonus episode of Public Keys was recorded live at Consensus. Host Jennifer Sanasie sits down with three guests at the center of crypto in the public markets. Grayscale's Krista Lynch breaks down how crypto ETFs have evolved from simple bitcoin access into index products, in-kind creation for crypto whales, and early staking. Morgan Stanley's Amy Oldenburg explains how MSBT became the firm's most successful ETF launch ever — $230 million in three and a half weeks at 14 bps — while the firm simultaneously rolls out spot crypto trading across its $7 trillion wealth platform. And BitGo CEO Mike Belshe joins four months into his IPO to discuss the firm's OCC charter and why the Clarity Act matters more as a legislative stamp of approval than anything it changes on day one. - Timecodes: 00:00 Welcome to Public Keys: A Bonus Episode from Consensus 00:55 Grayscale's Krista Lynch Joins Public Keys 01:30 Eight Single-Token ETFs and the Rise of Crypto Indexing 02:20 In-Kind ETF Creation Brings Crypto Whales to Wall Street 04:00 Why Crypto Whales Want ETF Exposure 06:00 Advisor Education and the State of Crypto Onboarding 07:00 Staking Comes to the ETF Wrapper 08:30 Morgan Stanley's Amy Oldenburg Joins Public Keys 09:00 The 50 bps Spot Crypto Trading Fee 10:00 Top-of-House Alignment at Morgan Stanley 11:00 What Was Happening Behind the Scenes in 2024 12:30 MSBT: $230M and Morgan Stanley's Most Successful ETF Launch Ever 14:00 Over-Hyped or Underrated: $1B in MSBT by Year-End 16:00 BitGo CEO Mike Belshe Joins Public Keys 17:00 Four Months Into Life as a Public Company 17:30 The Institutionalization of Crypto Infrastructure 18:30 Why the Genius and Clarity Acts Matter 20:30 Coinbase Still Charges Retail 130 bps 22:30 BitGo's OCC Charter and the Future of Reserve Banking 23:30 What the Clarity Act Actually Changes 24:30 TradFi Is Waiting for the Legislative Stamp of Approval - This episode was hosted by Jennifer Sanasie.
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Raoul Pal on the Most Extraordinary Moment Humanity Has Ever Lived Through
Yesterday00:26:13Tap to summarizeAn in depth conversation with Raoul Pal from Consensus Miami. Sam sits down with Raoul Pal, founder of Real Vision, fresh off the main stage at Consensus Miami for a wide-ranging conversation about the most consequential moment in human history. They cover everything from why AI represents a fundamental shift in human civilization, to how crypto's $2.7 trillion market could hit $100 trillion within a decade, to why Raoul believes NFTs will ultimately become the fabric of our economic system. Links mentioned from the podcast: Raoul’s Twitter: https://x.com/RaoulGMI Real Vision Website: https://www.realvision.com/ - "Gen C" features host Sam Ewen. Executive produced by Uyen Truong.
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Clarity Act Tweak Could Sweep DeFi Devs Into SEC Rules | CoinDesk Daily
2d ago00:01:33Tap to summarizeA last-minute tweak in the Clarity Act may punch DeFi . A last-minute amendment to the Senate's Clarity Act stripped out protections for non-controlling blockchain developers. They could now be folded into financial regulations as "securities intermediaries" if regulators argue they have any level of control over a protocol. CoinDesk's Sam Ewen hosts "CoinDesk Daily." - This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
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Blockspace: Iran’s Hormuz Safe BTC Insurance, Prime Trust’s Swan Lawsuit, Hive’s 320 MW AI Data Center
2d ago01:09:40Tap to summarizeIran wants tankers to pay for maritime insurance in BTC with its Hormuz Safe program, and the Prime Trust estate is suing Swan to claw back nearly $1B in assets. Welcome back to The Blockspace Podcast! Today, we cover the bombshell news that Iran is now accepting bitcoin for maritime insurance for tankers trapped in the Strait of Hormuz. Francis Corvino of Lygos Finance joins us to talk about why he believes this is the greatest threat to the Bitcoin network yet, plus his takes on STRC, SATA, and “digital credit.”. We also break down the lawsuit where the Prime Trust Bankruptcy Trust is seeking to claw back nearly $1 billion from Swan Bitcoin, as well as similar clawbacks from Circle, Strike parent company Zap, and Huobi. We also look into the public backlash surrounding a proposed 9-gigawatt data center in Utah, IREN’s acquisition of Awaken Media, and Hive's 320 MW AI data center in Canada. 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
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Strategy Drops $2B on Bitcoin in One Week | CoinDesk Daily
3d ago00:01:36Tap to summarizeStrategy spent $2B on Bitcoin last week. Strategy purchased 24,869 bitcoin last week for roughly $2 billion at an average price of $80,985 per coin, bringing its total holdings to 843,738 BTC at an aggregate cost of $64 billion. The purchase was funded almost entirely through sales of its STRC preferred stock. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
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HYPE Hits Wall Street as BTC ETFs Bleed $1B and $19B in Assets Go On-Chain
3d ago00:32:32Tap to summarizeOn this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Fundstrat Head of Digital Asset Strategy Sean Farrell to unpack the crypto IPO slowdown, the Fed's hawkish pivot, and why Bitcoin miners pivoting to AI infrastructure remain one of the year's best places to hide in crypto. 21Shares Global Head of Research Eli Ndinga breaks down the launch of the first Hyperliquid ETF in the U.S. market, makes the bull and bear case for HYPE, and shares his $75 price target. Plus, NUVA Labs CEO Anthony Moro discusses the company's launch with nearly $19 billion in tokenized real-world assets from Figure Technologies and his vision for bringing TradFi to DeFi. - Timecodes: 00:00 Welcome to Public Keys 00:38 Clarity Act Passes, Macro Headwinds Hit Crypto 01:53 Crypto IPO Boom Hits a Speed Bump 02:09 Fundstrat's Sean Farrell Joins Public Keys 03:30 Why AI Is Driving the Tech IPO Market 05:00 Bitcoin Miners Pivot to AI for Higher Yields 06:13 Macro Outlook and Fed Chair Warsh 08:12 Hyperliquid's $850M Revenue and Pre-IPO Markets 12:23 Bitcoin and Ethereum ETFs See Major Outflows 13:48 Two HYPE ETFs Launch on Wall Street 14:25 21Shares' Eli Dinga on the THYP Debut 17:30 The Bull and Bear Case for Hyperliquid 22:30 21Shares' $75 Price Target for HYPE 23:55 Nuva Labs Launches with $19B in Tokenized RWAs 30:00 The Nuva Roadmap and Token Generation Event - This episode was hosted by Jennifer Sanasie.
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Blockspace: IREN’s $3B Note, CME Compute Futures, Mike Alfred’s Stock Picks, Trump’s Q1 Bitcoin Equities
5d ago01:26:33Tap to summarizeAI compute futures are now live on the CME, and IREN has raised $3B in a new convertible note offering. Welcome back to The Blockspace Podcast! Today for news, we cover IREN’s new $3B convertible note – the largest convert ever for a public bitcoin miner – Trump’s Q1 bitcoin equity buys, and the 90-day pause on zoning discussions for Hut 8’s proposed 500 MW data center in Logan County, Illinois. Plus, Mike Alfred of Alpine Fox Hedge Fund joins us to discuss his top stock picks for AI, and Kush Bavaria of Ornn jumps on to discuss how Ornn is providing an H100 index for the CME’s new AI compute futures – and his thoughts on the future of these incipient compute futures markets. Mike San Miguel of Luxor also joins us to discuss the latest in GPU markets and AI ASICs, and pseudonymous user Soup explains how he used Claude and $15 in tokens to spin up 3.5 trillion passwords to crack his long-lost bitcoin wallet. 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
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Clarity Act Clears Senate Banking, But Ethics Fight Looms
6d ago00:17:22Tap to summarizeJito Labs' Rebecca Rettig and Paul Hastings' Renato Mariotti return to The Policy Protocol after Consensus Miami to break down the Clarity Act's historic bipartisan passage out of the Senate Banking Committee. They're joined by Lindsay Fraser, Chief Policy Officer at the Blockchain Association, on what's at stake in Section 301, why ethics is still the #1 unresolved issue, and whether the July 4th signing deadline is real. Plus, they discuss the stablecoin yield compromise and unveil this week's Person of the Week. - Timecodes: 00:00 - Welcome Back to The Policy Protocol After Consensus 2026 01:13 - The CLARITY Act Clears Senate Banking — Stick or Carrot? 02:15 - Section 301 and the Last-Minute Developer Protection Cut 05:04 - Inside the Markup: Five Bipartisan Amendments 06:57 - Two Democrats Cross Over and the Path to the Floor 08:25 - Ethics Is Still the #1 Outstanding Issue 10:42 - The Gillibrand and IRS DeFi Broker CRA Precedent 12:24 - Stitching the Senate Banking and Ag Bills 13:58 - Is the July 4th Signing Deadline Real? 15:34 - Stablecoin Yield: "A Distinction That Works for Lawyers" 16:14 - Person of the Week: Senator John Thune - This episode was hosted by Rebecca Rettig and Renato Mariotti.
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Arthur Hayes Says AI Layoffs Are Coming for the Banking System | Markets Outlook
1w ago00:16:43Tap to summarizeAt Consensus Miami, BitMEX co-founder and Maelstrom CIO Arthur Hayes joins CoinDesk Live to break down why AI-driven layoffs could create the next banking crisis and how bitcoin is already pricing it in. He also shares his updated BTC price target, his conviction bet on Hyperliquid, and why he thinks crypto regulation misses the point entirely. - 00:00 - Q1 No-Trade Zone and What Changed Arthur's View 02:34 - AI Layoffs, Over-Leveraged Economy, and the Coming Banking Crisis 04:57 - Why the Fed Is Missing the Problem and What Bitcoin Is Signaling 06:09 - Crypto Regulation, the CLARITY Act, and Why Arthur Doesn't Care 08:29 - Bitcoin $125K Target and the Money Printing Thesis 09:26 - Hyperliquid, Hype $150 by August, and Why Trading Apps Win 15:23 - Prediction Markets, Zcash, and Why Altcoins Will Never Die
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