Markets Outlook

Latest Episodes:

Crypto Update | What Investors Should Know About the AI Tokens Riding Nvidia's Hype May 07, 2024

Show notes

The latest price moves and insights on AI tokens with Jennifer Sanasie.

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AI-related tokens have led the crypto market recovery in recent days, while shares of Nasdaq-listed chipmaker Nvidia (NVDA) also rallied. CoinDesk's Jennifer Sanasie breaks down the surge in RNDR, AGIX and FET tokens on "Markets Daily." Plus, what investors should know before doubling down on the AI tokens riding the Nvidia hype.

Consensus is where experts convene to talk about the ideas shaping our digital future. Join developers, investors, founders, brands, policymakers and more in Austin, Texas from May 29-31. The tenth annual Consensus is curated by CoinDesk to feature the industry’s most sought-after speakers, unparalleled networking opportunities and unforgettable experiences. Take 15% off registration with the code MD15. Register now at consensus.coindesk.com.

This episode was hosted by Jennifer Sanasie. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Victor Chen, alongside Senior Booking Producer Melissa Montañez. All original music by Doc Blust and Colin Mealey.

Crypto Update | Bitcoin ETFs Are Still 'Wildly Successful': Kraken Head of Strategy May 06, 2024

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The latest price moves and insights with Jennifer Sanasie and Kraken Head of Strategy Thomas Perfumo.

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On "Markets Daily," Kraken Head of Strategy Thomas Perfumo weighs in on overall performance across the crypto market and potential approval of spot Ether ETFs in the U.S. Plus, insights on growth in the DeFi space.

CoinDesk Markets Week in Review May 03, 2024

Show notes

CoinDesk Indices presents notable data insights from the week, followed by additional analysis from an industry expert.

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. Subsets of the CoinDesk Market Index (CMI) are investible CoinDesk Crypto Sectors and the CoinDesk 20 Index, designed to measure the performance of the top digital assets. Today’s takeaways are provided by Tracy Stephens, senior index manager at CoinDesk Indices with additional analysis from Dan Weiskopf, Portfolio Manager at Tidal Financial Group. For more on CoinDesk Indices, visit: coindeskmarkets.com.

Crypto Update | Is the Bull Market Over? And Why Stablecoins Aren't Hitting Centralized Exchanges? May 02, 2024

Show notes

The latest price moves and insights with Jenn Sanasie and Co-Founder and CEO at Nansen, Alex Svanevik.

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Alex Svanevik, Co-Founder and CEO at Nansen, joins "Markets Daily," to discuss the potential impact of interest rates, stablecoin issuance, and on-chain activity on the market.

Takeaways |

The bull market in crypto may experience some choppiness in the coming weeks or months, but it is not over.
Stablecoin issuance is high, but there is a mixed picture in terms of their use on centralized exchanges.
The upcoming Eigenlayer airdrop and the future of layer twos in the crypto ecosystem as (L2s) are gaining traction and may surpass Ethereum L1 in terms of bringing on new users.
The crypto ecosystem is seeing an explosion of L2s and may eventually experience consolidation.
Tokenized treasuries are an emerging trend in the crypto space, with the potential for more types of real-world assets to be traded on-chain.

Chapters |

00:00 Introduction and Market Update

01:15 The Current State of the Crypto Markets

09:41 The Future of Layer Twos

12:42 Tokenized Treasuries as Real-World Assets

LINKS |

CoinDesk 20

Nansen

Consensus 2024 is where experts convene to discuss ideas shaping our digital future. Join developers, investors, founders, brands, policymakers, and more in Austin, Texas from May 29-31. CoinDesk curates the tenth annual Consensus to feature the industry’s most sought-after speakers, unparalleled networking opportunities, and unforgettable experiences. Take 15% off registration with the code MD15.

Register now at consensus.coindesk.com.

Jenn Sanasie hosted this episode of "Markets Daily," which is produced and edited by senior producer Michele Musso and executive producer Jared Schwartz, along with Senior Booker Melissa Montañez. The original music is by Doc Blust and Colin Mealey. Show notes were assisted by an AI platform.

Crypto Update | Slowing Inflows of ETF Investments: the Evergreen Story of Crypto May 01, 2024

Show notes

The latest price moves and insights with Jenn Sanasie and General Partner at Dragonfly Tom Schmidt.

To get the show every day, follow the podcast here.

On "Markets Daily," Tom Schmidt, General Partner at Dragonfly, discusses market pricing, indicating a 0% probability of a rate cut in June. He and Sanasie delve into the disappointing performance of Hong Kong ETFs compared to US ETFs, highlighting the former's role as an accessible vehicle for Bitcoin investment endorsed by regulators. Despite Hong Kong's crypto-friendly environment, ETF inflows are slowing in both Hong Kong and the US, with investors shifting towards lower-cost options to reduce fees and improve returns. The conversation anticipates a potentially more hawkish tone from the upcoming Fed meeting but remains optimistic about controlling inflation. They also touch on conflicting views regarding inflation and rate cuts, noting external pressures favoring lower rates to stimulate the economy.

Chapters |

00:00 Introduction

02:15 Hong Kong ETFs

04:15 Regulatory Endorsement: The ETF's Impact on Bitcoin as an Asset Class

06:38 Conflicting Ideas on Inflation and Rate Cuts

08:45 The Future Price Range of Bitcoin

10:56 The Importance of Regulatory Compliance

13:02 The Potential Turf War Between the SEC and CFTC

13:43 The Need for Clarity and a Clear Path Forward

14:31 The Importance of Points in Bootstrapping Networks

15:30 The Future of Liquidity Mining and Points

LINKS |

CoinDesk 20

Dragonfly Capital

Register now at consensus.coindesk.com.

This episode was hosted by Jenn Sanasie. “Markets Daily” is produced and edited by senior producer Michele Musso, and executive producer Jared Schwartz alongside Senior Booker, Melissa Montañez—all original music by Doc Blust and Colin Mealey.

Crypto Update | Why Crypto Investors Should Watch for US Treasury's Refunding Announcement Apr 30, 2024

Show notes

The latest price moves and insights with Jennifer Sanasie and Fundstrat Global Advisors head of digital asset strategy Sean Farrell.

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On "Markets Daily," Sean Farrell, head of digital asset strategy at Fundstrat Global Advisors, breaks down the significance of Treasury's upcoming QRA (quarterly refunding announcement) and what it could mean for bitcoin and the US dollar. Plus, insights on allocating bitcoin and cash in portfolios.

Crypto Update | Bitcoin Is 'Significantly Undervalued Today': Off the Chain Capital CEO Apr 29, 2024

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The latest price moves and insights with Jennifer Sanasie and Off the Chain Capital CEO Brian Dixon.

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On "Markets Daily," Off the Chain Capital CEO Brian Dixon breaks down the recent price movements in bitcoin and explains why various models indicate that bitcoin is currently undervalued. Plus, insights on the impact of Russia's potential crypto ban and spot ETF products in Hong Kong.

Markets Daily: CoinDesk Markets Week in Review Apr 26, 2024

Show notes

CoinDesk Indices presents notable data insights from the week, followed by additional analysis from an industry expert.

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. Subsets of the CoinDesk Market Index (CMI) are investible CoinDesk Crypto Sectors and the CoinDesk 20 Index, designed to measure the performance of the top digital assets. Today’s takeaways are provided by Tracy Stephens, senior index manager at CoinDesk Indices with additional analysis from Phillip Moran, Co-Founder & CEO at Digital Opportunities Group. For more on CoinDesk Indices, visit: coindeskmarkets.com.

Crypto Update | Positive Regulatory Developments for Crypto Apr 25, 2024

Show notes

The latest price moves and insights with Helene Braun and Laurence Latimer, Founder and CEO of Dinara.

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On "Markets Daily," Laurence Latimer, Founder and CEO of Dinara, discusses the recent significant drop in Bitcoin and Ethereum prices overnight. Despite this, positive strides are seen in the regulatory landscape for crypto, particularly in the US and UK where proposed bills and regulations are emerging. However, there's a clear call for greater collaboration between regulators and the industry. Key regulatory developments to monitor include the approval of Bitcoin ETFs, stablecoin legislation, and enforcement actions. Additionally, there's an exploration into the possibility of traditional financial markets adopting a 24/7 schedule akin to crypto markets.

Takeaways |

Crypto markets are volatile, and price drops are common, but the cause of the recent drop is unclear.
Positive regulatory landscape developments include bills and regulations in the US and UK.
Collaboration between regulators and the industry is needed for greater clarity and support for the crypto industry.
Financial institutions incorporate digital assets into their workflows, signaling increased institutional adoption.
The designation of Ether as a security could impact businesses relying on the Ethereum ecosystem.
The potential for traditional financial markets to operate on a 24/7 schedule, like crypto markets, is being explored.

Chapters |

00:00 Crypto Markets and Price Drop

05:15 Increasing Institutional Adoption

11:23 Impact of Ether's Designation

LINKS |

CoinDesk 20

Dinara

Register now at consensus.coindesk.com.

This episode was hosted by Helene Braun. “Markets Daily” is produced and edited by senior producer Michele Musso, and executive producer Jared Schwartz alongside Senior Booker, Melissa Montañez—all original music by Doc Blust and Colin Mealey.

Crypto Update | Increasing Adoption: Institutional Investors and Bitcoin Apr 24, 2024

Show notes

The latest price moves and insights with Helene Braun and Mark Connors, Head of 3iQ.

To get the show every day, follow the podcast here.

On "Markets Daily," — Mark Connors, Head of 3iQ discusses the current state of the crypto market after the halving and the impact of the macroeconomic environment on Bitcoin. He explains that the market is following a similar pattern to previous halvings and that the macroeconomic environment supports Bitcoin as a store of value.

Takeaways |

The crypto market is currently calm after the halving, with Bitcoin and Ether trading in tight ranges.
The macroeconomic environment, including fiscal spending and printing of money, supports Bitcoin as a store of value.
Bitcoin's price outlook is positive, with price targets ranging from $110,000 to $180,000 by the end of the year.
Understanding the security of custodians is important when investing in spot Bitcoin ETFs.
The adoption of Bitcoin by institutional investors, particularly registered investment advisors in the Midwest, is increasing.

Chapters |

00:00 Introduction and Overview of the Crypto Market

05:24 The Weakness or Strength of the Dollar and its Impact on Bitcoin

11:07 Centralization and Custodian Security in Spot Bitcoin ETFs

15:35 Conclusion and Closing Remarks

LINKS |

CoinDesk 20

3iQ

Register now at consensus.coindesk.com.