CoinDesk Podcast Network

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Ondo Charts a Path from Tokenized Assets to On-Chain Prime Brokerage | Markets Outlook Feb 06, 2026

Show notes

Moving Wall Street on-chain with Ondo Finance President Ian De Bode.

Ondo Finance President Ian De Bode joins Jennifer Sanasie and Andy Baehr on CoinDesk Live at the Ondo Summit to discuss the firm's ascent to more than $2 billion in TVL and its roadmap for 2026.

De Bode explains how Ondo is moving beyond simple asset issuance to build a comprehensive on-chain prime brokerage. A key pillar of this strategy is the launch of Ondo Perps, a platform that allows users to trade perpetual futures on equities and commodities using their tokenized spot assets as collateral.

By bridging the gap between TradFi and DeFi, Ondo is turning crypto wallets into a place where global investors can access, hedge, and leverage 200+ tokenized stocks and ETFs 24/7.

Timecodes:

01:07 - Ondo Finance 2025 Milestones and Looking Ahead
02:28 - The "Land Grab" in Tokenization
04:10 - Solving the Retail Demand for 24/7 Stocks
06:15 - Why Ondo Perps Is the Big Play for 2026
07:58 - Will Investors Still Use Centralized Exchanges and Perps?

This episode was hosted by Jennifer Sanasie and Andy Baehr.

The Blockspace Pod: Bitcoin Craters, French Gov't Challenge MARA Acquisition, Cipher's Note Sees $13B But Interest Feb 06, 2026

Show notes

Bitcoin nukes to $65k as the industry faces a historic selloff. We cover a massive 13% difficulty drop, France’s pushback against Mara’s energy deal, Tether’s $100M investment, and massive power expansions from TerraWulf and Cipher Mining. Stay sane with our weekly news roundup.

Charlie, Colin, and Matt break down Bitcoin's brutal 50% drawdown and the resulting 13% difficulty adjustment. We dive into the geopolitical tension in France over Mara’s data center acquisition and Tether’s strategic move into Anchorage Digital. We also break down the massive $2 billion debt offering from Cipher Mining that was 6x oversubscribed and TeraWulf's 1.5GW power grab. Whether it's hash price hitting record lows or institutional funds unwinding, we’ve got the pulse on the markets.

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Notes:

* Estimated 13% downward difficulty adjustment.

* Hashprice hit daily lows near $30.

* TeraWulf added 1.5GW potential power capacity.

* Cipher Mining $2B note saw $13B in bidding.

* Tether invested $100M into Anchorage Digital.

Timestamps:

00:00 Start

02:58 Bitcoin sell off

10:19 Gemini exit EU & AU

14:41 Difficulty Report by Luxor

20:44 France stalls MARA takeover bid for Exaion

26:19 Tether invests in Anchorage digital

29:17 CAPEX still going strong?

👉CleanSpark, America's Bitcoin Miner!

CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us to prosper in an ever-changing world.

Enjoy the show? Check out our website and newsletter by clicking here.

Questions or want to sponsor? hello@blockspace.media

"ETF Boomers" Show Diamond Hands as Bitcoin Slides 40% | Markets Outlook Feb 05, 2026

Show notes

Unpacking ETF investor reaction in the market downturn with Bloomberg Intelligence's Eric Balchunas.

Bloomberg Intelligence Senior ETF Analyst, Eric Balchunas joins CoinDesk's Jennifer Sanasie to discuss why ETF investors are staying remarkable steady while the rest of the market panics. He breaks down the "irony" of ETF boomers showing stronger diamond hands than crypto natives by treating bitcoin as a "hot sauce" allocation within diversified portfolios. Watch to learn how bitcoin’s volatility compares to the 22-year history of Gold ETFs and why this drawdown might just be another cycle for the asset class.

Timecodes:

00:56 - The Volatility Cost of "Holy Grail" Returns
02:33 - The Resilience of "ETF Boomers"
04:09 - What's the Future Hold for ETF Holders?
06:22 - Bitcoin = "Teenager Gold"
09:06 - The "Hot Sauce" Portfolio Allocation
13:00 - Performance of Altcoin ETFs (XRP & SOL)
14:59 - The Future of Ethereum & Layer 2s

This episode was hosted by Jennifer Sanasie.

How Dan Morehead’s Pantera Capital Achieved an 86% Success Rate | Markets Outlook Feb 05, 2026

Show notes

Live from the Ondo Summit in NYC, Pantera Capital Founder, Dan Morehead joins Jennifer Sanasie and Sam Ewen for a special Markets Outlook to explain why he’s more bullish now than when he launched the first US crypto fund in 2013. Morehead revisits his "freaky" prediction that saw Bitcoin peak on the exact day he forecast years prior and outlines the path to a $750,000 price target. He breaks down the recent IPO wave and why the next 18 months will be defined by a massive consolidation of Digital Asset Treasuries.

Timecodes:

1:15 - Morehead’s Rule for Holding Through a "Sea of Red"
3:36 - What to Do When Your Portfolio is Underwater
4:23 - The Path to $750K Bitcoin
5:15 - How the Crypto IPO Wave Returns Billions to the Ecosystem
6:08 - Pantera’s 86% Success Rate Over 12 Years of Investing
7:27 - The Great DAT Consolidation
10:01 - Why This Is Just the Beginning for Institutional Adoption

This episode was hosted by Jennifer Sanasie and Sam Ewen.

Bitcoin Crashes Below $70K, What's Next? | CoinDesk Daily Feb 05, 2026

Show notes

Bitcoin sank below $70K.

Bitcoin has tumbled below $70,000, pushing market sentiment into "extreme fear." But the pain might not be over: Stifel analysts are predicting a potential crash all the way to $38,000, citing a "Benjamin Button" reversal in Bitcoin's relationship with the dollar. 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.

Rune Christensen on How AI Agents Are Powering Institutional DeFi at Sky Feb 04, 2026

Show notes

Agentic AI meets institutional finance with Sky Co-Founder Rune Christensen.

Sky Co-Founder Rune Christensen sits down with CoinDesk's Jennifer Sanasie and Andy Baehr at the Ondo Summit to share how Sky is leveraging AI agents and institutional partnerships with giants like BlackRock to scale the stablecoin ecosystem. Plus, he discusses why the focus is shifting toward revenue-generating fundamentals and how agentic finance is set to drive massive growth through 2026.

Timecodes:

01:21 - Launching Sky Agents for Yield
02:47 - Scaling with BlackRock and Institutional Assets
04:37 - The Massive Stablecoin Opportunity
05:58 - Unpacking Sky's 2026 Forecast and Financial Report

This episode was hosted by Jennifer Sanasie and Andy Baehr.

"Big Short" Michael Burry Warns of "Death Spiral" | CoinDesk Daily Feb 04, 2026

Show notes

"Big Short" Michael Burry bashes bitcoin.

Michael Burry, the investor who famously predicted the 2008 crash, says bitcoin’s drop is triggering a "collateral death spiral" in precious metals. He warns that liquidations in tokenized gold and silver are dragging crypto down, and if BTC slips to $50,000, the market for tokenized metals could collapse into a "black hole." 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.

Stocktwits CEO on Investing in 2026: 'Never a Better Time to Start, Never a Harder Time to Stay' | Markets Outlook Feb 04, 2026

Show notes

Live from the Ondo Summit in NYC, Stocktwits CEO Howard Lindzon joins Jennifer Sanasie for a special Markets Outlook to break down the rise of the Degenerate Economy, where 24/7 speculation has replaced traditional entertainment. As AI and LLMs commoditize Wall Street research, Lindzon highlights how social sentiment has become the last remaining edge for the modern trader. This shift is central to his Social Relative Strength framework for spotting overlooked assets, a strategy he uses to explain why the retail crowd is currently front-running a debasement trade in gold and silver, even ahead of bitcoin.

Timecodes:

0:54 - Defining the Degenerate Economy in 2026

2:45 - The Evolution of StockTwits and Social Trading

3:30 - The Impact of AI on Research and Trading

6:38 - The shift from Globalization to Deglobalization

9:13 - AI Agents and the Future of Retail Trading

This episode was hosted by Jennifer Sanasie and Andy Baehr.

Patrick Witt Says 'Let's Not Let Perfect Be the Enemy of Good' in Stablecoin Standoff Feb 03, 2026

Show notes

Following up on the White House crypto meeting with Executive Director of the President's Council of Advisors on Digital Assets Patrick Witt.

Speaking with CoinDesk's Jennifer Sanasie and Sam Ewen at the Ondo Summit, Patrick Witt, Executive Director of the President's Council of Advisors on Digital Assets unpacks the high-stakes negotiations surrounding the new market structure bill. Plus, he weighs in on the push for America to remain an innovation hub, bridging the gap between banks and crypto, and addresses the ongoing debate over ethics provisions and government official asset disclosures.

Timecodes:

00:47 - Inside the White House Crypto Meeting
04:06 - Will Community Banks Embrace Innovation?
06:29 - Why This Bill is the "Crown Jewel" for Crypto?
07:41 - Does Legislation Pass Before Midterms?
09:05 - How Do We Depoliticize the Perception of Crypto?
11:10 - White House Won't Tolerate Attacks on President in Crypto Bill
12:53 - How Much Bitcoin Does the U.S. Government Hold?

This episode was hosted by Jennifer Sanasie and Sam Ewen.

The Bitcoin Play in Musk's $1T SpaceX-xAI Merger | CoinDesk Daily Feb 03, 2026

Show notes

What happens to SpaceX's bitcoin stash after the xAI merger?

Elon Musk's merger between SpaceX and xAI is creating a trillion-dollar tech titan, and pulling a massive 8,300 Bitcoin treasury out of the shadows. What happens to SpaceX's $650 million BTC stash after the mega deal? 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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