

CoinDesk Podcast Network
CoinDesk
The top stories and best shows in the blockchain world, delivered daily from the team at CoinDesk.
Episodes
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Jan 5, 2024 • 35min
UNCHAINED: The 4 Factors That Will Determine Which Spot Bitcoin ETFs Win Market Share
As we head into what’s expected to be the home stretch for an SEC approval, venture capitalist Spencer Bogart gives his take on the most recent news.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.The past few days have been a busy stretch in the run-up to a potential spot Bitcoin ETF approval by the SEC. Goldman Sachs was revealed as a possible authorized participant (AP) for BlackRock and Grayscale’s offerings, the SEC met with representatives of major stock exchanges, and a report skeptical of an imminent SEC approval likely caused a 7% decline in Bitcoin. Spencer Bogart, general partner at venture capital firm Blockchain Capital, joined Unchained to break down what all of these events mean, as well as discuss who the likely winners will be among ETF issuers, the impact of a spot bitcoin ETF on companies such as MicroStrategy and Coinbase, and how a spot ETF will affect Bitcoin futures ETFs and leveraged crypto ETFs.Show highlights |
Why the newly authorized participants in the spot Bitcoin ETFs are critical for maintaining the ETF’s price alignment
The reasons behind the excitement over Goldman Sachs becoming an authorized participant in the spot Bitcoin ETFs
How the Matrixport report led to a 7% drop in BTC value
The importance of seed funding for ETFs and its impact on their stability and growth
The pivotal role of distribution in an ETF and why Spencer emphasizes its significance
Whether the fees charged by ETF issuers will become a decisive factor for consumers in choosing their preferred ETF
The potential impact of changes in the Grayscale board on its aspirations to launch an ETF
How the introduction of a spot Bitcoin ETF might influence BITO, the futures-based Bitcoin ETF
Whether the launch of a spot Bitcoin ETF could affect the stock value of MicroStrategy
Spencer's reasoning behind why Coinbase stands to "absolutely benefit" from the introduction of a spot Bitcoin ETF
Thank you to our sponsors! Arbitrum Foundation | Popcorn Network | iTrustCapitalGuest | Spencer Bogart, General Partner at Blockchain CapitalLinks | Previous coverage of Unchained on spot Bitcoin ETFs:Why the SEC May Want Cash Creation of Spot Bitcoin ETFsWhy It Looks Like BlackRock Could Win America’s First Spot Bitcoin ETFWhy a Spot Bitcoin ETF Will Probably Launch No Later Than January 10How Much Money Will Flow Into Bitcoin ETFs? Here’s One ProjectionWhy a Spot Bitcoin ETF Will Probably Launch No Later Than January 10Why It Looks Like BlackRock Could Win America’s First Spot Bitcoin ETFThe Chopping Block: Are We Back? The ‘Low IQ’ Response to the Potential Spot Bitcoin ETFMatrixport reportWhy the SEC will REJECT Bitcoin Spot ETFs againJihan Wu’s tweet defending the analyst Unchained: Why Did Bitcoin's Price Dip as ETF Approval Nears?Market participants:Unchained: Goldman Sachs Could Take Vital Role in BlackRock, Grayscale Spot Bitcoin ETFs: ReportThe Block: Nasdaq to meet with SEC today to discuss spot bitcoin ETFs: SourceReuters: BlackRock, VanEck among asset managers that submitted updated filings for spot bitcoin ETFCoinDesk: BlackRock, Valkyrie Name Authorized Participants Including JPMorgan for Bitcoin ETF8-AsThe Block: Fidelity, Grayscale filing 8-A forms show progress for spot bitcoin ETF applicationsFeesFidelity set their fee to .39%Invesco/Galaxy chose to waive feesGrayscale:Unchained: DCG CEO Silbert, President Murphy Exit Grayscale Board Learn more: Unchained: Bitcoin ETFs Explained: What Are They & How Do They Work?Why The Spot Bitcoin ETF Is a Big DealDeciding on Bitcoin: Should New Investors Jump In Now or Wait for an ETF?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.

Jan 5, 2024 • 4min
MARKETS DAILY: CoinDesk Market Index Week in Review
CoinDesk Indices presents six notable market movement highlights from last week.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.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.

Jan 4, 2024 • 24min
THE PROTOCOL: Solana | Boom Times or Blip?
Vitalik Buterin unveils the latest iteration of the Ethereum ecosystem roadmap, Dencun is introduced as the transformative upgrade, while Solana garners increased momentum.This episode is sponsored by the Stellar Community FundFollow 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 | Dencun - The Next Big Upgrade
Developers also penciled in the end of February as a soft target for the upgrade to hit the main Ethereum blockchain.UPDATED ETHEREUM ROADMAPEthereum co-founder Vitalik Buterin released an updated version of his Ethereum ecosystem roadmap last weekend. The roadmap is used as a rough guiding post and progress tracker for the overall development of the Ethereum ecosystem, and this year's update gave a glimpse into how Buterin thinks the second-most valuable blockchain ecosystem might be able to address two of its biggest challenges: speed and centralization.PROTOCOL VILLAGE SEGMENT TOPIC | SOLANA: SOL tokenSolana has been one of the biggest gainers of the latest crypto cycle, with a handful of airdrops and meme tokens accelerating big boosts in the price of SOL. Also, Ethereum co-founder Vitalik Buterin has released an updated roadmap for the ecosystem.EPISODE LINKS | Ethereum Developers Target January for First Testnet Deployment of Next Big Upgrade, 'Dencun' https://x.com/vitalikbuterin/status/ Single slot finality | ethereum.org The Protocol: Is Solana's Rebound The Real Thing? 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.

Jan 4, 2024 • 11min
MARKETS DAILY: Crypto Update | Polarizing Matrixport Report Emphasized Caution, Not Panic, Clarifies Matrixport's Markus Thielen
The latest price moves and insights with Jennifer Sanasie and guest Markus Thielen, Matrixport head of research and strategy.To get the show every day, follow the podcast here."Markets Daily" kicks off a new format with a minute of market updates, followed by an interview with a rotating cast of market analysts across the crypto space. Today, host Jennifer Sanasie speaks with Markus Thielen about a potential March BTC slump, clarifications on two leaked investor reports and a bullish price prediction for bitcoin at the end of 2024.This episode was hosted by Jennifer Sanasie. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl, alongside Senior Booking Producer Melissa Montanez. 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.

Jan 3, 2024 • 29min
MONEY REIMAGINED: Decentralization | The First Principle of Why We Are Here
The delicate balance between efficiency and decentralization, and the potential for crypto's democratic governance.This episode is sponsored by Cboe DigitalIn this week's installment of "Money Reimagined," hosts Michael Casey and Sheila Warren delve into the challenges of self-custody following the notorious Ledger hack, reflecting on a year of reckoning and consolidation in the crypto industry. Our hosts stress the pivotal role of decentralization and choice in system design and underscore the urgency of constructing a robust foundational layer for the future of decentralized technologies. Gain insights into the principles of decentralized governance and its parallels with constitutional principles.Links | What We Know About the Massive Ledger HackLedger Exploit Endangers DeFi; Sushi Says 'Do Not Interact With ANY dApps'Lido Tests of 'Distributed Validator Technology' Portend 2024 Decentralization PushEthereum Platform Infura's Step Toward Decentralization Includes Microsoft, TencentFrom 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.

Jan 3, 2024 • 13min
MARKETS DAILY: Crypto Update | 'Bitcoin Is Due for a Breather,' Tactive Wealth Advisor Eddy Gifford Says
The latest price moves and insights with Jennifer Sanasie and guest Eddy Gifford, wealth advisor at Tactive.To get the show every day, follow the podcast here."Markets Daily" kicks off a new format with a minute of market updates, followed by an interview with a rotating cast of markets analysts across the crypto space. Today, host Jennifer Sanasie speaks with Eddy Gifford on January price predictions, spot bitcoin ETF approval odds and market moving news for the new year.This episode was hosted by Jennifer Sanasie. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl, alongside Senior Booking Producer Melissa Montanez. 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.

Jan 3, 2024 • 1h 13min
UNCHAINED: Three Crypto Pioneers on Crypto’s Monolithic vs. Modular Debate
Chris Burniske and two proponents of each approach discuss their different characteristics and relative benefits, and what will drive the next crypto bull cycle.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 this episode of Unchained, Anatoly Yakovenko, co-founder of Solana Labs, Nick White, COO at Celestia, and Chris Burniske, partner at VC firm Placeholder discuss the differences between modular and monolithic, or integrated, blockchains, with Solana epitomizing the monolithic approach and Celestia the modular one. They all agree that both approaches have their merits and will likely coexist, but argue each lends itself to specific use cases and developer preferences. They also discuss what will drive the next crypto bull cycle, and each gives their best predictions for a specific development in the crypto industry in the next few years.Show highlights |
Chris’s explanation of the modular vs. monolithic approach in blockchains
What drove Anatoly to prioritize speed in Solana's architecture and its impact on the network
What Celestia is and how it represents the first modular blockchain network
Whether developers and users will gravitate more towards modular or monolithic blockchains
How Solana, as one of the fastest blockchains, is gearing up to handle massive usage and scalability
Why Chris views Celestia as a frontrunner in the data availability sector
How Nick perceives the philosophical similarities and executional differences between Celestia and Solana
Whether there's potential for Solana to transition into a modular blockchain in the future
Why Chris believes that the Solana Virtual Machine (SVM) might surpass the Ethereum Virtual Machine (EVM) in user adoption
What challenges Bitcoin faces in developing actual Layer 2 solutions, especially considering its "doomers storage" issue
What could drive the next crypto bull market
Top predictions for 2024 and beyond
Anatoly’s perspective on how a significant hack could pose a serious setback for the entire industry
Thank you to our sponsors! Arbitrum Foundation | Popcorn Network | iTrustCapitalGuests | Anatoly Yakovenko, cofounder of Solana LabsChris Burniske, partner at PlaceholderNick White, COO at Celestia LabsLinks | Modular vs. monolithicAlchemy: Modular vs. Monolithic BlockchainsVisa: Monolithic vs. modular blockchainChris Burniske’s tweet on modular vs monolithic“The horrific inefficiencies of monolithic blockchains” by polynyaBlockworks: A spicy salvo launched in the monolithic vs modular debateUnchained: What Is the Blockchain Trilemma?CelestiaCelestia’s explanation of modular blockchainsData availabilityData availability samplingAn introduction to sovereign rollupsSpot Bitcoin ETF:Unchained: Why The Spot Bitcoin ETF Is a Big DealDeciding on Bitcoin: Should New Investors Jump In Now or Wait for an ETF?Ledger ConnectKit incidentUnchained: Ledger Library Compromised, Causing Confusion and Panic in Crypto CommunityUnchained 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.

Jan 2, 2024 • 2min
MARKETS DAILY: Podcast Update | The Future of Markets Daily
A farewell from Noelle Acheson.To get the show every day, follow the podcast here.We want to hear from you! Listeners can email podcasts@coindesk.com with any questions or feedback.-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.

Dec 31, 2023 • 7min
MARKETS DAILY: Featured Story | Code Is Not (Always) Law
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.

Dec 30, 2023 • 6min
MARKETS DAILY: CoinDesk Market Index Week in Review
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.


