CoinDesk Podcast Network

CoinDesk
undefined
Dec 29, 2023 • 1h 2min

UNCHAINED: Arthur Hayes on Why Bitcoin Is Money and ETH Is a Sh*tcoin He Loves

Arthur Hayes, Chief Investment Officer of Maelstrom, delves into the anticipated bull run in crypto, the potential collapse of the traditional financial system, and his unique take on Bitcoin, Ethereum, sh*tcoins, and more. Take the Unchained 2023 survey!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.As 2023 nears its end, the crypto community is abuzz with speculation: will the relentless crypto winter give way in 2024? Crypto OG Arthur Hayes is confident that crypto is on an upswing. According to Hayes, these market cycles are historically recurrent, indicating a potential bull run in the near future. In this episode, Hayes offers his insights on a range of compelling topics, from what he believes will be a resurgence of central bank money printing between 2024 and 2027 to the effect spot Bitcoin ETFs will have on crypto markets. He also shares his views on the post-FTX blockchain landscape, the dynamics of Ethereum and meme-coins, and why he thinks Tether won’t last. Show highlights: Why Arthur believes that central banks across the globe might resort to printing money again between 2024 and 2027 Why he's anticipating a bull run in the crypto market within the next year Whether the financial system established post-World War II is on the verge of a breakdown What Arthur recommends investors should do in the event of a spot Bitcoin ETF launch Why he is confident that the launch of a Bitcoin ETF won't immediately lead to a massive surge in prices How, according to Arthur, the collapse of FTX actually validated the resilience of the blockchain ecosystem Whether the DCG crisis is likely to have a far-reaching impact on the crypto industry Why Arthur maintains a bullish stance on ETH and the Ethereum ecosystem, despite labeling it a “shitcoin” Whether he sees the use of the Bitcoin blockchain for trading memecoins (BRC-20s) as problematic Why Arthur thinks Tether's dominance will be challenged with the entry of major U.S. banks into the stablecoin market Why he firmly believes that AI systems will favor Bitcoin over traditional forms of money Why, in Arthur's view, China may not aim to become the issuer of the global reserve currency The investment strategy of Arthur’s family office, Maelstrom Thank you to our sponsors!Arbitrum Foundation | Uniswap | Popcorn NetworkGuestArthur Hayes, CIO of Maelstrom.Previous appearances on Unchained:Arthur Hayes, Former Ethereum Skeptic, on Why the Merge Makes Him Bullish on ETH Arthur Hayes of Bitmex on Why Countries Will Turn to DigitalThe Chopping Block: Arthur Hayes on Why Crypto Needs to Ditch the BanksHow Crypto and Blockchain Technology Could Change Financial ServicesLinksMacroeconomicsCoinDesk: The Relationship Between Bitcoin and Interest Rates Is Breaking Down: Arthur HayesBad Gurl by Arthur HayesThe Periphery by Arthur HayesArthur Hayes’ tweet: “the U.S. banking crisis is back”Bitcoin ETFs and marketsForbes’ Billy Bambrough on Arthur Hayes’ hot ETF take - “If ETFs managed by TradFi asset managers are too successful, they will completely destroy Bitcoin.”Blockworks: Institutional custody of bitcoin could kill it, cautions HayesArthur’s tweet on cash or in-kind Bitcoin ETFsUnchained: Why the SEC May Want Cash Creation of Spot Bitcoin ETFsArthur’s meme on BlackRock SBF and FTXWhite Boy by Arthur HayesWhite Man by Arthur HayesNew York Magazine: The Original King of Crypto Is Back Arthur Hayes rubbed success in the Feds’ face and got busted. Now he’s returning to a shell-shocked industry.CZ and BinancePanda Power by Arthur HayesUnchained: How Binance Will Open All Its Activity to the U.S. GovernmentBinance to Pay $4.3B Penalty to Resolve U.S. DOJ Criminal Investigation; Changpeng Zhao Resigns, Pleads Guilty to Money Laundering ChargesEthereum, Solana, meme-coins:Hayes predicts SOL will go to $100, but also calls it “Sam-coin piece of dogshit L1 that at this point is just a meme”Arthur’s tweets on memecoins: Tweet: “thinking about what shitcoins I’m going to yolo into.”Tweet: “$BONK > $SHIB”Tweet: “Can $L be this cycle’s $SHIB?Artificial intelligenceMassa by Arthur HayesUnchained: When AI and Blockchain Meet, How Can Each Technology Benefit?The Chopping Block: Why AI Will Change the Course of History in CryptoStablecoins:Arthur’s tweet on Ethena flipping USDTUnchained: How Ethena’s USDe Challenges Traditional Stablecoin ModelsUnchained 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.
undefined
Dec 29, 2023 • 11min

MARKETS DAILY: Crypto Update | Intriguing Regulatory Shifts in Turkey, Nigeria and India

Noelle Acheson, the mind behind the Crypto Is Macro Now newsletter, explores market moves, global regulatory rumblings, financial conditions and more.Today's episode is sponsored by CME Group.To get the show every day, follow the podcast here.Today’s Stories:Chainalysis: The 2023 Global Crypto Adoption Index Nigeria Lifting Ban on Bank Accounts for Crypto Firms Could Lead to Usage 'Surge' Erdogan Appoints Crypto Lecturer to Central Bank Rate-Setting Board - Bloomberg India Issues Compliance 'Show Cause' Notices to 9 Offshore Exchanges Including Binance and KuCoin -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.
undefined
Dec 28, 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 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.-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.
undefined
Dec 28, 2023 • 10min

MARKETS DAILY: Crypto Update | Why Mt. Gox Payouts Are Unlikely to Cause a Wave of Bitcoin Selling

Noelle Acheson, the mind behind the Crypto Is Macro Now newsletter, explores ether outperformance, inflation expectations, Mt. Gox and more.Today's episode is sponsored by CME Group.To get the show every day, follow the podcast here.Today’s Stories:Mt. Gox Appears to Have Started PayPal Repayments Tied to 2014 Bitcoin Hack Infamously Hacked Crypto Exchange Mt. Gox Delays Bitcoin (BTC) Repayment Deadline by a Year CoinDesk Turns 10: The Legacy of Mt. Gox – Why Bitcoin's Greatest Hack Still Matters -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.
undefined
6 snips
Dec 28, 2023 • 24min

THE PROTOCOL: HOLIDAY SPECIAL — 2024 Predictions | Exploring Projects, New Technologies, and Industry Trends

Explore projects like Celestia, avail, and eigenDA working on data availability solutions in blockchain. Discuss the significance of Bitcoin and challenges it faces. Delve into trends of tokenization and adoption of blockchain by financial institutions. Analyze the future of ZK technology and readiness of blockchain for major stress tests. Consider the potential adoption of blockchain technology and its implications, including the possibility of crypto becoming mainstream infrastructure for big banks.
undefined
Dec 27, 2023 • 1h 1min

MONEY REIMAGINED: A Holiday Extravaganza With Top Picks, Rants, Bitcoin Triumphs, and Central Bank Challenges in our 'Best of' Special

Sheila Warren's top picks from the year, compelling discussions with Noelle Acheson and Hyun Song Shin, shedding light on Bitcoin's impressive performance, India's evolving crypto landscape, and the challenges faced by central banks in a tokenized world. It's a celebration of insightful conversations and noteworthy moments that defined the financial narrative in the past year. This episode is sponsored by Cboe DigitalWe are celebrating the holiday season with a special "Money Reimagined" edition featuring the hosts' top picks from the year in our 'Best of' compilation.In this week's episode, Sheila Warren selects two of her favorite picks:  Noelle Acheson On What’s Not Happening With Bitcoin The Impact of Tokenization on the Monetary System and the Need for Tokenized Central Banks In the first installment, Sheila Warren is solo talking with Noelle Acheson CoinDesk collaborator and author of the Crypto is Macro Now newsletter on Substack. Acheson provides persuasive proof of Bitcoin's resilient performance over the course of the year, demonstrating its remarkable outperformance in comparison to conventional stocks.They explore the importance of Bitcoin ETFs, with Warren offering insights into India's changing perspective on cryptocurrency and its position in global crypto regulations, offering a thorough analysis of the country's evolving landscape.Sheila’s second pick is a conversation Michael and she both had with Hyun Song Shin, Head of Research at the Bank for International Settlements (BIS), about the recent release of the Annual Economic Report. They examine the challenges presently confronting central banks, and explore the immobilization or locking of tangible assets, along with the legal obstacles associated with tokenization.From 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.
undefined
Dec 27, 2023 • 48min

UNCHAINED: 2023 Crypto Year in Review: Is a Bull Market Around the Corner?

2023 was another packed year for crypto, with some big winners, and regulatory news taking the main spot. Take the Unchained 2023 survey!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 2023, the crypto industry began with post-FTX fallout such as Operation Chokepoint 2.0, the failures of banks serving the crypto industry, and the SEC's Wells Notice against Coinbase.Meanwhile, Bitcoin Ordinals brought innovation to the Bitcoin network, while Ethereum's Shanghai upgrade introduced new functionalities. The criminal trial of Sam Bankman-Fried was the dramatic climax of the year, as lawmakers’ concerns about crypto being used for terrorist financing brought crypto into the mainstream conversation. The year ended with Binance's substantial settlement with the U.S. government and spot Bitcoin ETFs in the horizon, ushering in what looks like the beginnings of another bull market. Thank you to our sponsors!Arbitrum Foundation  |  Uniswap  |  Popcorn NetworkLinks | DCGUnchained: Gemini vs. DCG Is Heating Up. Could Gemini Force Genesis Into Bankruptcy?Reuters: Crypto lending unit of Genesis files for U.S. bankruptcyCELSIUSUnchained: 7 Revelations From Celsius’ Examiner ReportWhy the Celsius Examiner Report Shows 'a Complete Disaster in Almost Every Way'Operation Chokepoint 2.0WSJ: Regulator Orders Crypto Firm Paxos to Stop Issuing Binance StablecoinThe Verge: Kraken pays a $30 million fine and shuts down crypto staking in the USUnchained: Coinbase’s Top Lawyer Calls SEC Wells Notice a ‘Massive Overreach’Just a Coincidence? Coinbase and Polygon Lawyers See Bad Omens in SEC CrackdownBitcoin OrdinalsUnchained: Bitcoin Ordinal NFTs Are Hot and Getting Hotter. What's the Hype About?Bitcoin’s Daily Transaction Fees Surpass Ethereum’s for First Time Since 2020Signature, Silvergate, SVB, Bank Failures and USDC DepegInvestopedia: What Happened to Silicon Valley Bank?CNBC: Stablecoin USDC breaks dollar peg after firm reveals it has $3.3 billion in SVB exposureUnchained: The Chopping Block: Was Crypto Just Debanked?Why Caitlin Long and Meltem Demirors Are Worried About Crypto’s Future in the US - CryptocurrencySEC Issues Coinbase a Wells NoticeRep. Emmer on Why He Believes Gary Gensler Is a ‘Bad-Faith Regulator’Reuters: Signature Bank failure due to 'poor management,' US FDIC report saysThe Verge: Silvergate has collapsedEthereum’s Shanghai upgradeUnchained: Shapella in the Rearview: After Major Upgrade, What’s Next for Ethereum? Staked Ethereum Withdrawals Enabled As Shanghai Upgrade Goes LiveCoinDesk: What’s Next After the Ethereum Shanghai Upgrade Known as ShapellaPrometheumUnchained: Prometheum and Paradigm in Debate: Can the Status Quo Work for CryptoThese 2 Crypto Trading Platforms Agree With SEC Chair Gary GenslerCrypto Community Unearths Questionable History of SEC-Aligned Prometheum - Cryptocurrency RegulationSEC vs. Binance and CoinbaseUnchained: SEC Files 13 Charges Against Binance Including the Mishandling of Funds, Sale of Unregistered SecuritiesSEC Sues Coinbase for Breaking Securities LawsSEC Sues Binance, Coinbase: ‘This Is Not the End of Crypto in the United States’RippleUnchained: New Order in SEC vs. Ripple Over XRP Is a Win for Crypto: What Happens Now?The Chopping Block: Jake Chervinsky on How the SEC Has Lost CredibilityCoinDesk: Ripple, Crypto Industry Score Partial Win in SEC Court Fight Over XRPBitcoin ETFsUnchained: Grayscale Wins Lawsuit Against SEC Over Denial of Bid to Convert GBTC Into a Bitcoin ETFDoes Grayscale’s Win Against the SEC Mean a Spot Bitcoin ETF Will Be Approved?Why a Spot Bitcoin ETF Will Probably Launch No Later Than January 10How Much Money Will Flow Into Bitcoin ETFs? Here’s One ProjectionWhy Financial Advisors Are So Excited About a Spot Bitcoin ETFMarket Forecaster Raoul Pal Says There’s a Good Chance Bitcoin Will Hit $100K-$200K in 2024Why Swan CEO Cory Klippsten Is Still Convinced That Bitcoin Is Headed to $1 MillionSBF TrialUnchained: How Heated Sidebars During the SBF Trial Could Impact the Jury’s DecisionWhile Wang Reveals Alameda’s Special PrivilegesSam Bankman-Fried Trial: Here’s Everything That Happened So FarDid Sam Bankman-Fried Have Intent to Defraud FTX Investors?A 20+ Year Sentence? Why the Evidence Against SBF Was Too Hard to OvercomeTerrorism in cryptoUnchained: How Much Money Are Terrorists Actually Raising in Crypto?WSJ: Hamas Militants Behind Israel Attack Raised Millions in CryptoBinance settlement Unchained: How Binance Will Open All Its Activity to the U.S. Government Binance to Pay $4.3B Penalty to Resolve U.S. DOJ Criminal Investigation; Changpeng Zhao Resigns, Pleads Guilty to Money Laundering ChargesWSJ: Binance Penalties Include a Number of Crypto Industry Firsts: The Treasury Department’s FinCEN is imposing its first-ever monitorship on the cryptocurrency exchangePoints systemsUnchained: Crypto Points Systems Are a 100x Opportunity, But Founders, Be Wary Li’s Newsletter: Lessons on Points Programs for Crypto Apps-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.
undefined
Dec 27, 2023 • 9min

MARKETS DAILY: Featured Story | Security Tokens and Tokenized Securities Are Not the Same Thing

Experimentation with tokenization is leading to growing confusion about terminology, and that is getting in the way of a deeper understanding of its potential, says Noelle Acheson.Today's episode is sponsored by CME Group.To get the show every day, follow the podcast here.For today’s featured story, Noelle Acheson reads her piece for CoinDesk: “Security Tokens and Tokenized Securities Are Not the Same Thing.” Further reading: Overdue: Statement of Dissent on LBRY-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.
undefined
Dec 26, 2023 • 51min

GEN C: Predictions for the New Year and Discussing Puma’s Marketing Playbook With Ivan Dashkov

Puma's Head of Emerging Technology, Ivan Dashkov, joins us to discuss how the sportswear brand is approaching digital fashion, community building and marketing innovation.Today's episode is sponsored by Chainalysis.In the final episode of 2023, Avery and Sam discuss predictions for 2024 and interview Ivan Dashkov, Head of Emerging Technology at Puma, about innovation in marketing and brand-building strategies like social media, NFTs, the metaverse and AI.Links mentioned from the podcast:  Threads is officially starting to test ActivityPub integration The rise of AI fake news is creating a ‘misinformation superspreader’ H&M nailed its metaverse entry with one simple priority, UX Ivan’s Twitter Follow us on Twitter:  Sam Ewen, Avery Akkineni, CoinDesk, Vayner3 -From our sponsor:Chainalysis is the blockchain data platform. We provide data, software, services, and research to government agencies, web3 companies, financial institutions, and insurance and cybersecurity companies. Our data powers investigation, compliance, and business intelligence software that has been used to solve some of the world’s most high-profile criminal cases. For more information, visit www.chainalysis.com.-"Gen C" features hosts Sam Ewen and Avery Akkineni, with editing by Jonas Huck. Executive produced by Jared Schwartz and produced by Uyen Truong. Our theme music is "1882” by omgkirby x Channel Tres with editing by Doc Blust. Artwork by Nicole Marie Rincon.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
undefined
Dec 26, 2023 • 8min

MARKETS DAILY: Featured Story | Crypto-Friendly Does Not Mean Crypto-Easy

U.S. crypto regulation has much to learn from Japan, Singapore and Hong Kong. But while these jurisdictions offer legal clarity around digital assets, they also have some of the toughest rules in the world, says CoinDesk’s Emily Parker.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 Emily Parker, titled: “Crypto-Friendly Does Not Mean Crypto-Easy.”-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.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app