CoinDesk Podcast Network

Eric Balchunas, Bloomberg Intelligence senior ETF analyst known for ETF research, explains why ETF investors stayed steady amid a 40% Bitcoin slide. He discusses investors treating Bitcoin as a small "hot sauce" allocation, compares Bitcoin to gold ETFs, and reviews flows into XRP, SOL and Ethereum-related products.

Dan Morehead, founder and managing partner of Pantera Capital and an early U.S. crypto fund pioneer. He explains why he is more bullish now than in 2013. He revisits a precise Bitcoin prediction and outlines a path to a $750,000 target. He describes Pantera’s 86% investment success and predicts a major consolidation of Digital Asset Treasuries in the next 12–18 months.

Bitcoin plunges below $70,000, sparking extreme fear in markets. Analysts warn of a potential slide toward $38,000 and a reversal in Bitcoin's link to the dollar. Silver and tokenized metals face sharp declines tied to crypto liquidations. Layer 2 networks like Arbitrum and Base are repositioning and asserting independence from Ethereum.

Rune Christensen, co-founder of Sky and former MakerDAO founder, leads Sky's push to combine DeFi governance with AI-driven finance. He discusses Sky Agents for yield, partnering with institutions like BlackRock to scale collateral, and a massive stablecoin market opportunity. He also outlines Sky's 2026 growth forecast and the shift toward revenue-generating, institutionalized DeFi.

A heated critique of bitcoin and how its fall may be dragging tokenized gold and silver into forced liquidations. Discussion of market moves after a U.S. government reopening and sharp multi-year lows for major crypto assets. A note on an XRP-focused DeFi integration that adds lending and borrowing features.

Howard Lindzon, CEO of StockTwits and pioneer of social trading, explains the rise of the degenerate economy and 24/7 speculation. He discusses AI commoditizing research and why social sentiment is now a trader’s last edge. Lindzon outlines his Social Relative Strength approach and how retail investors are front-running debasement trades in gold, silver, and bitcoin.

Patrick Witt, Executive Director of the President's Council of Advisors on Digital Assets at the White House, gives a concise take on high-stakes stablecoin negotiations. He discusses disclosure and marketing limits, the tug-of-war over earning yield on exchanges, how banks might adopt stablecoin innovation, and why the market structure bill is framed as essential for U.S. leadership.

A major tech merger uncovers an 8,300 BTC treasury and raises questions about the future of that stash. A major investment firm quietly snapped up crypto-linked stocks during a Bitcoin dip. Washington talks about stablecoin yield policy but walks away without a clear agreement.

Rory Murray, VP of Digital Asset Management at CleanSpark and a trader specializing in Bitcoin macro, mining, and derivatives, breaks down macro shocks driving bitcoin's price. He discusses Japan's rate shock and the yen carry unwind. He explores how options activity can suppress price through dealer hedging. He ties AI-driven energy demand to mining and market structure shifts.

Bitcoin plunged toward $78,000 amid a massive market drawdown and hundreds of billions wiped from crypto valuations. Discussion covers geopolitical tensions and a $2.5 billion liquidation cascade as possible catalysts. Big players stepped in with large purchases and protection funds to stabilize prices. A Wall Street Journal report about a large UAE-Trump-linked transaction and political fallout is also highlighted.