CoinDesk Podcast Network

Latest Episodes:

NBA Enters Prediction Markets as NFL Pushes Back | CoinDesk Daily Oct 27, 2026

Show notes

The NBA enters prediction markets.

The NBA signed a data-sharing deal with the CFTC and named Kalshi and Polymarket as preferred exchanges, formally stepping into prediction markets. The move puts the league at odds with the NFL, which has sided with states fighting to regulate the sector. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

- This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - Digital asset vaults are growing rapidly, but understanding the risks behind them requires more than on-chain data. S&P Global Ratings' Vault Risk Assessment (VRA) delivers independent, forward-looking insight into vault credit quality, governance, and risk management, helping bring institutional-grade risk transparency to digital asset markets. Learn more at https://www.spglobal.com/ratings/en/products/vault-risk-assessments. -

This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Musk Warns AI Debt Markets Have "Shut Off" for Most Firms | CoinDesk Daily Oct 26, 2026

Show notes

SpaceX raised $40B to buy GPUs.

Elon Musk's SpaceX raised $40 billion in debt to buy GPUs, but he warned that debt markets have almost entirely cut off financing for companies without revenue independent of AI data centers. He predicts most of the 200-plus "neoclouds" will not survive. CoinDesk's Uyen Truong hosts "CoinDesk Daily."

This episode was hosted by Uyen Truong. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Erik Voorhees Predicts AI Will Generate Entire Movies in Minutes by 2030 Oct 26, 2026

Show notes

Venice.ai founder Erik Voorhees sits down with CoinDesk’s Jennifer Sanasie ahead of the Lumara Film Festival to explore the fast-growing world of AI filmmaking. He says video generation has grown to about 30% of Venice’s usage since the company launched its video studio this spring, and that creators can now make a full movie with roughly $10,000 in AI credits. He also previews the festival’s roughly 750 submissions, most of them from amateur filmmakers, and predicts how AI could transform filmmaking by 2030.

Timecodes:

00:00 - Venice.ai’s Erik Voorhees Joins CoinDesk Spotlight

01:45 - Venice.ai: A Private, Uncensored ChatGPT

02:18 - How Video Grew to 30% of Venice’s Usage

03:33 - Why Privacy Should Be the Default

05:11 - What Creators Really Want

08:14 - Inside the Lumara Film Festival

12:18 - What AI Filmmaking Looks Like in 2030

This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com [grayscale.com].

Digital asset vaults are growing rapidly, but understanding the risks behind them requires more than on-chain data. S&P Global Ratings' Vault Risk Assessment (VRA) delivers independent, forward-looking insight into vault credit quality, governance, and risk management, helping bring institutional-grade risk transparency to digital asset markets. Learn more at https://www.spglobal.com/ratings/en/products/vault-risk-assessments.

Read CoinDesk Research's report on the future of equity ownership and the issuer-sponsored platform Bullish and Equiniti are building: https://www.coindesk.com/research/the-future-of-equity-ownership-an-issuer-s-guide-to-tokenized-equities

Polymarket Fires CMO Over Fake-Trades Scandal | CoinDesk Daily Oct 23, 2026

Show notes

Polymarket fires CMO.

Polymarket fired chief marketing officer Matthew Modabber, a close friend of CEO Shayne Coplan, after an internal probe into several episodes, including a reported fake-trades scheme. The board reportedly concluded he was slowing the company's push toward a possible IPO. CoinDesk's Uyen Truong hosts "CoinDesk Daily."

This episode was hosted by Uyen Truong. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Stablecoins Causing Bank Deposit Flight Is 'Mathematically Not Possible' Says CEO Oct 23, 2026

Show notes

CoinDesk’s The Policy Protocol hosts Rebecca Rettig and Renato Mariotti open on the OCC finalizing its stablecoin rules and dig into the OKXICE filing that showed a growing pile of blue-chip objections to tokenized equities.

They’re then joined by Zero Knowledge founder and CEO Austin Campbell, who breaks down JPMorgan’s JPMD deposit token landing on Ethereum, and argue that crypto becoming “plumbing” is a sign it won. Austin also delivers his most controversial take: it is mathematically impossible for stablecoins to cause bank deposit flight.

Plus, Rebecca and Renato name a16z Crypto, newly renamed a16z Frontier by Chris Dixon, as their Person of the Week.

Check out CoinDesk Research's report, commissioned by RealFi, on real-world yield in productive stablecoins, at https://www.coindesk.com/research/beyond-the-risk-free-rate-diversified-real-world-yield-in-productive-stablecoins

Chapters/Timecodes:

00:00 Welcome to The Policy Protocol

01:44 A Nonstop Stretch for Crypto Policy

02:23 OCC Finalizes Its Stablecoin Rules

05:29 The TSV Land Rush and Tokenized-Equity Objections

08:54 JPMorgan's JPMD Deposit Token on Ethereum

12:07 Did Anyone Win the Stablecoin Yield Fight?

13:28 Tokenized Deposits and SoFi's FDIC Play

15:45 Is Crypto Just Plumbing Now?

17:05 Hot Take: Stablecoins Can't Cause Deposit Flight

19:52 Person of the Week: a16z Crypto

China Moves to Seize 61,800 Bitcoin in $5.7B Fraud Case | CoinDesk Daily Oct 22, 2026

Show notes

China to seize 618,00 BTC in fraud case.

Chinese prosecutors are moving to confiscate more than 61,800 bitcoin linked to an alleged $5.7 billion wealth-management fraud run by Qian Zhimin. The coins, seized in the UK after he fled China, could be worth far more today than when they were taken. 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.

Why Banks Can't Move Beyond Blockchain Pilots, According to Matter Labs | Markets Outlook Oct 21, 2026

Show notes

Alex Gluchowski, CEO and co-founder of Matter Labs, joins CoinDesk’s Jennifer Sanasie on Markets Outlook to unpack Prividium Commander, the company’s new product built to take digital assets from pilots to revenue. Gluchowski explains why operational friction, not technology, keeps institutions from moving digital asset experiments into production, and how Commander gives banks one control plane to run digital asset services under their own rules.

Learn more about CoinDesk Data & Indices at coindesk.com/institutions.

Timecodes:

00:00 - Matter Labs’ Alex Gluchowski Joins Markets Outlook

01:40 - What Is Prividium Commander?

02:03 - Why Bank Blockchain Pilots Stall Before Production

04:30 - What Happens When Banks Build Their Own Plumbing

05:34 - How Cari Network Is Bringing 30 Banks to Tokenized Deposits

06:48 - The Path From Commander to ZK

09:06 - What Institutions Want From ZK Privacy

10:52 - Can Blockchains Handle Bank-Level Volume?

12:04 - Matter Labs’ Vision for a Global Digital Asset Economy

Musk Floats SpaceX-Tesla Merger With 30,000 Bitcoin | CoinDesk Daily Oct 21, 2026

Show notes

What a potential SpaceX-Tesla merger means for their BTC bags.

Elon Musk said SpaceX and Tesla are exploring a merger that would combine the two companies and their more than 30,000 bitcoin. Both have formed special committees to weigh the deal, though Musk says he can't take part because of his stakes in each. 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.

JPMorgan Says Bitcoin Will Beat Stocks, Bonds and Gold | CoinDesk Daily Oct 20, 2026

Show notes

JPMorgan expects BTC to outperform U.S. stocks, bonds and gold in the next decade.

JPMorgan now expects bitcoin to outperform U.S. stocks, bonds and gold over the next 10 years, forecasting a 10% annualized base case. It's the first time the bank has put a range on bitcoin returns — a notable shift for a firm whose CEO once called it a "fraud." 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.

S&P Global Ratings Launches New Risk Assessment for DeFi Lending Vaults Oct 20, 2026

Show notes

S&P Global Ratings Managing Director and Digital Assets Analytical Lead Andrew O’Neill joins CoinDesk’s Jennifer Sanasie to unpack the firm’s new Vault Risk Assessment (VRA). He explains how onchain lending vaults work, why transparency isn’t the same as understanding risk, and how the VRA looks at a vault’s portfolio, liquidity, curator, operational security and governance. Plus, how the VRA differs from a credit rating, how vaults could fuel a liquidity flywheel for onchain finance, and what agentic AI could mean for the pace of risk in financial markets.

Learn more at https://www.spglobal.com/ratings/en/products/vault-risk-assessments.

Timecodes:

00:00 - S&P Global Ratings’ Andrew O’Neill Joins CoinDesk

02:00 - What Is a DeFi Lending Vault?

03:09 - How S&P Global Ratings Evaluates Vault Risk

05:14 - Is the VRA a Credit Rating?

07:07 - Why S&P Global Ratings Is Focusing on Vaults Now

08:25 - The Biggest Gaps in Onchain Finance

09:26 - S&P Global Ratings’ Vision for Tokenized Finance

11:08 - Agentic AI and the New Pace of Risk