Markets Outlook

Latest Episodes:

Why Arthur Hayes Says Bitcoin Will Reach $750K by 2027 | Markets Outlook Dec 23, 2025

Show notes

Where bitcoin is headed and other predictions for the New Year with BitMEX Co-Founder and Maelstrom CIO Arthur Hayes.

BitMEX Co-founder and Maelstrom CIO, Arthur Hayes has been named one of CoinDesk’s 50 Most Influential People. He joins CoinDesk's Jennifer Sanasie, to discuss his famous and persistent $250,000 bitcoin forecast and the macro forces driving it. Plus, he explains why Zcash is his best investment and reveals his top three assets for 2026.

To hear more from Arthur Hayes, visit:

X - https://x.com/cryptohayes

IG - https://www.instagram.com/cryptohayes/

Web - https://www.cryptohayes.com

LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/

Substack - https://cryptohayes.substack.com/

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For more, check out CoinDesk’s 50 Most Influential article on Arthur Hayes: https://www.coindesk.com/business/2025/12/11/most-influential-arthur-hayes.

To see the full list, visit: https://www.coindesk.com/most-influential-2025.

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Timecodes:

00:52 - Why What Arthur Says Resonates

01:32 - His Best Spat of 2025

02:25 - Why Zcash Finally Popped Off

04:49 - Arthur’s Zcash Prediction

07:03 - His Top Three Investments of 2025

08:07 - “It Doesn’t Matter Who Wins” - The Election Cycle and Massive Money Printing

12:02 - Is Bitcoin’s Rise Worrisome for the U.S. Economy?

12:55 - Arthur’s BTC Price Predictions

13:45 - The Biggest Crypto Trend of 2026

15:18 - The Biggest Challenge & Biggest Win for the Crypto Industry

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Break free with Midnight, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠midnight.network/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

This episode was hosted by Jennifer Sanasie.

Inside Forward Industries' SOL Strategy | Markets Outlook Dec 15, 2025

Show notes

A look at Forward Industries' strategy leveraging Solana's ecosystem with Multicoin Capital Co-Founder & Managing Partner Forward Industries Chairman Kyle Samani.

Speaking with CoinDesk from Solana Breakpoint, Multicoin Capital Co-Founder & Managing Partner Forward Industries Chairman Kyle Samani discusses the biggest news from the event, including major financial firms launching tokenized products on the network. He explains how Forward Industries is actively leveraging Solana's thriving DeFi ecosystem to generate yield—a strategy fundamentally different from bitcoin treasury models, and reveals his prediction for the inevitable consolidation of digital asset treasury companies.

This episode was hosted by Jennifer Sanasie and Marissa Trew.

"It Will Flip Ethereum" - Scaramucci on Solana's Future | Markets Outlook Dec 11, 2025

Show notes

Solana predictions with Founder and Managing Partner of SkyBridge Capital, Anthony Scaramucci.

Anthony Scaramucci, Founder and Managing Partner of SkyBridge Capital and author of the new book Solana Rising, joins CoinDesk Live from Solana Breakpoint in Abu Dhabi to lay out his prediction for the Solana ecosystem. He explains why Solana is poised to become a core layer for global tokenization, his belief that SOL will flip ETH in market cap, and how regulatory clarity (or lack thereof) in the U.S. will affect the next cycle.

This episode was hosted by Jennifer Sanasie and Marissa Trew.

Ondo Finance Brings Tokenized US Stocks to 280 Million Binance Users | Markets Outlook Dec 08, 2025

Show notes

Ondo's launch of tokenized US stocks and ETFs within the Binance wallet with Ondo Finance President Ian de Bode.

Ondo Finance President Ian de Bode joins CoinDesk Live, presented by Celo, from Binance Blockchain Week to announce the launch of tokenized US stocks and ETFs within the Binance wallet, giving 280 million global users 24/7 access to US capital markets. Plus, he explains why tokenized assets are superior to traditional brokerage accounts, offering seamless transferability, DeFi utility, and lower fees for international investors.

This episode was hosted by Jennifer Sanasie and Sam Ewen.

SGX Group Launches Institutional Crypto Perpetual Futures | Markets Outlook Dec 06, 2025

Show notes

The first traditional exchange-listed bitcoin and ether perpetual futures in Asia with Laurent Poirot, SGX Group's Head of Strategy for Derivatives.

In today's Markets Outlook, SGX Group's Head of Strategy for Derivatives, Laurent Poirot, joins CoinDesk's Andy Baehr to discuss the launch of the first traditional exchange-listed bitcoin and ether perpetual futures in Asia. He breaks down how this groundbreaking product merges crypto-native innovation with trusted TradFi infrastructure to meet surging institutional demand.

Break the cycle of exploitation.

Break down the barriers to truth.

Break into the next generation of privacy.

Break Free.

Free to scroll without being monetized.

Free from censorship.

Freedom without fear.

We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design.

Break free with Midnight, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠midnight.network/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Need liquidity without selling your crypto? Take out a ⁠⁠⁠⁠⁠⁠Figure Crypto-Backed Loan⁠⁠⁠⁠⁠⁠, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.

Unlock your crypto’s potential today at Figure!

⁠⁠⁠⁠⁠⁠https://figuremarkets.co/coindesk⁠⁠⁠⁠⁠⁠

This episode was hosted by Andy Baehr.

Peter Schiff Argues Most Crypto Companies Are Headed for Bankruptcy | Markets Outlook Dec 05, 2025

Show notes

SchiffGold Founder Peter Schiff on CoinDesk Live from Binance Blockchain Week.

SchiffGold Founder and Euro Pacific Asset Management Chief Economist Peter Schiff joins CoinDesk Live, presented by Celo, at Binance Blockchain Week to discuss his views on the current crypto market and his debate with CZ. In a no holds barred interview, Schiff compares the modern digital asset boom to the 2005-2006 subprime mortgage bubble and argues that most crypto companies are headed for bankruptcy.

This episode was hosted by Jennifer Sanasie and Sam Ewen.

Nansen Unveils Plans for AI Trading Platform | Markets Outlook Dec 03, 2025

Show notes

Unveiling Nansen's new agentic trading platform with CEO Alex Svanevik.

Speaking on CoinDesk Live, presented by Celo, at Binance Blockchain Week, Nansen CEO Alex Svanevik unveiled plans for a new agentic trading platform. By merging Nansen’s premier on-chain data with a conversational AI, the tool can independently discover, vet, and execute trades. This new model—dubbed "vibe trading"—replaces complex dashboards with a streamlined interface, aiming to make on-chain trading accessible to 100x more users while prioritizing safeguards against AI hallucinations.

This episode was hosted by Jennifer Sanasie and Sam Ewen.

10x Research's Markus Thielen Says 2026 Could Bring A Bear Market | Markets Outlook Dec 02, 2025

Show notes

Markus Thielen, 10x Research, predicts an imminent crypto bear market and up to a 60% correction in 2026.

Is the crypto bull run over? In this episode of Markets Outlook, Markus Thielen, founder of 10x Research, joins CoinDesk's Jennifer Sanasie, to discuss why we might be heading into a bear market in 2026.

Thielen argues that US stocks historically perform poorly during midterm election cycles. Combining this historical trend with the "institutional fatigue" visible in recent ETF outflows, he breaks down the data suggesting a potential 60% correction is on the horizon.

We also discuss the recent shift in "Whale" accumulation behavior and why the "digital gold" narrative is currently struggling to keep pace with physical gold performance.

Break the cycle of exploitation.

Break down the barriers to truth.

Break into the next generation of privacy.

Break Free.

Free to scroll without being monetized.

Free from censorship.

Freedom without fear.

We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design.

Break free with Midnight, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠midnight.network/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Need liquidity without selling your crypto? Take out a ⁠⁠⁠⁠⁠Figure Crypto-Backed Loan⁠⁠⁠⁠⁠, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.

Unlock your crypto’s potential today at Figure!

⁠⁠⁠⁠⁠https://figuremarkets.co/coindesk⁠⁠⁠⁠⁠

This episode was hosted by Jennifer Sanasie.

Michael Saylor Says $80K Bitcoin is "Satoshi's Gift to the Faithful" | Markets Outlook Nov 25, 2025

Show notes

Bitcoin's volatility and MSTR stock with Strategy Founder and Executive Chairman Michael Saylor.

Strategy Founder & Executive Chairman Michael Saylor joins us to discuss bitcoin's sharp decline to nearly $80,000, calling the volatility "Satoshi's gift" and a necessary "feature" for performance. He argues that investors need a 4 to 10-year time horizon and defends MicroStrategy's stock and financial resilience against index exclusion rumors and market noise. Saylor stresses that the long-term fundamentals of digital capital and financial sovereignty will override near-term pain.

Break the cycle of exploitation.

Break down the barriers to truth.

Break into the next generation of privacy.

Break Free.

Free to scroll without being monetized.

Free from censorship.

Freedom without fear.

We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design.

Break free with Midnight, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠midnight.network/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Need liquidity without selling your crypto? Take out a ⁠⁠⁠⁠Figure Crypto-Backed Loan⁠⁠⁠⁠, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.

Unlock your crypto’s potential today at Figure!

⁠⁠⁠⁠https://figuremarkets.co/coindesk⁠⁠⁠⁠

Genius Group has partnered with CoinDesk for Bitcoin Treasury Month, launching the Genius x CoinDesk Quest. Participants can join the Bitcoin Academy, complete free microcourses from experts like Natalie Brunell and Saifedean Ammous, and enter to win 1,000,000 GEMs (worth 1 BTC) promoting bitcoin education and adoption.Learn more at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠geniusgroup.ai/coindesk-bitcoin-treasury-month/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

This episode was hosted by Jennifer Sanasie.

Is Frenzy Fatigue Bringing Down the Crypto Market? | Markets Outlook Nov 25, 2025

Show notes

Finding true value in the downturn with Galaxy Head of Credit Trading Beimnet Abebe.

In today's Markets Outlook, CoinDesk's Andy Baehr is joined by Galaxy Head of Credit Trading Beimnet Abebe to diagnose the major causes of the recent crypto market downturn, including massive profit taking by whales, technical breakdowns, and investor fatigue from recent frenzies. Plus, they discuss where true value lies in the current market and what future liquidity improvements might mean for risk management.

Break the cycle of exploitation.

Break down the barriers to truth.

Break into the next generation of privacy.

Break Free.

Free to scroll without being monetized.

Free from censorship.

Freedom without fear.

We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design.

Break free with Midnight, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠midnight.network/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Unlock your crypto’s potential today at Figure!

⁠⁠⁠⁠https://figuremarkets.co/coindesk⁠⁠⁠⁠

This episode was hosted by Andy Baehr.