CoinDesk Podcast Network - MARKETS DAILY: CoinDesk Markets Week in Review

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 Greg Magadini, director of derivatives at Amberdata. For more on CoinDesk Indices, visit: coindeskmarkets.com.

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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.

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

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CoinDesk Podcast Network - UNCHAINED: How, in 7 Weeks, Bitcoin ETFs Reached Inflows That Took Gold ETFs 3 Years

Eric Balchunas of Bloomberg Intelligence explains why the spot Bitcoin ETFs have made TradFi move at the speed of crypto — and why he’s uncertain spot Ether ETFs will be approved.

Listen to the episode on Apple Podcasts, Spotify, Fountain, Overcast, Podcast Addict, Pocket Casts, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.

In this episode, Eric Balchunas, senior ETF Analyst at Bloomberg Intelligence, discussed the performance of Bitcoin ETFs since their launch two months ago. 

Balchunas noted that the ETFs' performance exceeded his expectations, with a faster and more intense "second wind" than anticipated. He attributed this to a combination of asset managers buying in, retail interest, and the "ETF effect" where the knowledge of incoming flows encourages non-ETF investors to buy. 

Balchunas also predicted that BlackRock's Bitcoin ETF would likely be the most successful of the nine new spot Bitcoin ETFs, while also doubting that any of the smaller issuers would bow out. 

He also discussed the potential for spot Ether ETFs, but was less optimistic about their success compared to Bitcoin ETFs.

Learn more: Bitcoin ETFs Explained: What Are They & How Do They Work?

Show highlights | 

  • Why the Bitcoin ETF performance in the first couple of weeks exceeded Eric's expectations
  • Whether Eric had ever seen the kind of hype around Bitcoin ETFs occur with other ETFs
  • How there has been a lot of retail interest in these past few weeks
  • Eric's insights into how Bitcoin reached all-time highs again this week
  • Whether a good portion of the ETF volumes is sustainable and what's driving those large volumes
  • Whether it's safe to say that BlackRock is the winner among issuers
  • Whether the smaller issuers in terms of volume and AUM will close their ETFs
  • When options on Bitcoin ETFs will be approved
  • Whether in-kind redemptions will be allowed in the near future and the role of politics in that
  • Whether Grayscale will have to reduce its fees considering the huge outflows from GBTC
  • Why Eric believes that spot ether ETFs won't have as much demand as the bitcoin ETFs did
  • Reasons the SEC could use to reject spot ether ETFs
  • Whether issuers will rebalance their portfolios at the end of quarters
  • What Eric expects to see in terms of inflows by year’s end 


Thank you to our sponsors!  iTrustCapital  |  Polkadot  |  Uniswap

Guest | 

Eric Balchunas, Senior ETF analyst at Bloomberg Intelligence

Previous appearances on Unchained:

Why Spot Bitcoin ETFs Are Likely to Finally Start Trading on Thursday

Will a Spot Bitcoin ETF Finally Get Approved?


Links | 

Recent coverage on Unchained of Bitcoin’s surge: 

How the Bitcoins in Your ETF Get Sourced: The Real Story

Should You Sell Bitcoin Now That It’s Nearing Its All-Time High?

Miners Appear to Sell $69 Million Worth of Decade-Old Bitcoin

Bitcoin Hits New All-Time High Above $69,000, Presaging More Potential Gains

Previous coverage on the Unchained podcast of spot Bitcoin ETFs:

Bitcoin’s Price Is Way Up. And $48 Trillion in Wealth Just Got Access

Why Some Brokerage Firms Are Blocking Access to Spot Bitcoin ETFs

Why the SEC May Want Cash Creation of Spot Bitcoin ETFs

Why It Looks Like BlackRock Could Win America’s First Spot Bitcoin ETF

The 4 Factors That Will Determine Which Spot Bitcoin ETFs Win Market Share

How Much Money Will Flow Into Bitcoin ETFs? Here’s One Projection

Eric’s tweet on $IBITsmashing $788m 

Ethereum spot ETF:

BitMEX Blog: Ethereum ETFs & Staking

Eric’s tweet on ether ETFs 

Unchained: 

Why Spot Ether ETFs Likely Won’t Steal Bitcoin’s Thunder — Even if Staking Is Included

Spot Ether ETFs Could Introduce New Concentration Risk in Ethereum: S&P Global

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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.

CoinDesk Podcast Network - THE MINING POD: Marathon Digital’s Slipstream and Layer 2 Ambitions

Marathon Digital’s tech team joins to discuss its Inscription minting service Slipstream and Layer 2 project, Anduro.

Follow along on your favorite podcast player of choice by clicking here.

Julian Duran and Mike Casey of Marathon Digital join the podcast to discuss the advent of Slipstream, an Ordinal minting service, and Anduro, a Layer 2 network for Bitcoin.

Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews Tuesday and a news show on Friday! 

Check out our other shows and content by going to Blockspace.media today.

Follow our host on Twitter, @wsfoxley.

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Thank you to our sponsor, CleanSpark, America’s Bitcoin miner!

"The Mining Pod" is produced by Sunnyside Honey LLC and distributed by CoinDesk. Senior Producer is Damien Somerset.

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CoinDesk Podcast Network - FIRST MOVER: How USD0 Plans to Bring More Transparency to the Existing Stablecoin Model

Usual CEO Pierre Person joins "First Mover" with insights on the new stablecoin project USD0.

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

Pierre Person, CEO of finance protocol Usual and former politician and member of the French National Assembly, joins "First Mover" to break down the details of USD0 and how the new stablecoin project aims to offer more transparency and fairness in the market. Plus, insights on the state of crypto regulation in Europe.

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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. Register now at consensus.coindesk.com.

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This episode was hosted by Jennifer Sanasie. “First Mover” is produced by Jennifer Sanasie and Melissa Montañez and edited by Victor Chen.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CoinDesk Podcast Network - COINDESK DAILY: AI-Linked Tokens Surge on Nvidia Hype; Nigeria’s SEC Cracks Down on Crypto

Host Jennifer Sanasie breaks down the latest news in the crypto industry from the surge in AI tokens to Nigeria's new regulatory guidelines.

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

"CoinDesk Daily" host Jennifer Sanasie breaks down the biggest headlines impacting the crypto industry today, including the 25% surge in artificial-intelligence tokens over the past 24 hours, according to data tracked by CoinGecko. Plus, Nigeria's SEC updates guidelines for crypto firms in an attempt to stop "criminal activities." And, the latest announcement from Hong Kong’s Central Bank on a wholesale CBDC project.

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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. Register now at consensus.coindesk.com.

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This episode was hosted by Jennifer Sanasie. “First Mover” is produced by Jennifer Sanasie and Melissa Montañez and edited by Victor Chen.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CoinDesk Podcast Network - THE PROTOCOL: Morpho Labs CEO Examines Drawbacks in Current DeFi Risk Management

Paul Frambot discusses the future of DeFi and the potential for widespread adoption.

This episode is sponsored by the Stellar Community Fund

Follow the show here for more.

In this installment of "The Protocol," hosts Brad Keoun, the founding editor of The Protocol Newsletter, and tech journalists Sam Kessler and Margaux Nijkerk, dive into the evolving landscape of DeFi with guest Paul Frambot, the Co-founder and CEO of Morpho Labs, a research and development company responsible for building and growing the Morpho protocol. 

Dencun Coming Next Week - What Are We Expecting?

Leading figures behind layer-2 teams told CoinDesk how Ethereum's upcoming Dencun upgrade will affect their networks – and costs.

Gauntlet and DeFi Lending

According to Gauntlet, the move to Morpho offers the potential for more money with greater flexibility.


Sign Up for THE PROTOCOL NEWSLETTER 


TAKEAWAYS | 

  • ETH Denver showcased the presence of layer 2 solutions and infrastructure layer solutions in the blockchain space.
  • The competition between different blockchain platforms, such as Ethereum and Solana, is driving innovation and pushing the Ethereum community to accelerate its development.
  • The current model of risk management in DeFi, where protocols are managed by on-chain funds, has limitations and lacks transparency.
  • Morpho Labs is building lending pools that aim to decentralize risk management and allow for a more flexible and efficient system.


EPISODE LINKS | 

Ethereum Fees Set to Drop for Arbitrum, Polygon, Starknet, Base. But How Much? 

Days After Ditching Aave, Risk Manager Gauntlet Moves to Rival Lender Morpho

Curve Crisis Shows Pitfalls of Decentralized Risk Management

Morpho 

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From Our Sponsor: 

The Stellar Community Fund (SCF) is an open-application awards program that draws on community input to support developers and startups building on Stellar and Soroban. Accelerate your web3 project today.

Apply for Funding at communityfund.stellar.org

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The Protocol has been produced and edited by senior producer Michele Musso and our executive producer is Jared Schwartz. Our theme song is “Take Me Back” by Strength To Last.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CoinDesk Podcast Network - MARKETS DAILY: Crypto Update | Bitcoin’s March to $69K, Is It 2020 All Over Again? With CoinFund’s Seth Ginns

The latest price moves and insights with Jennifer Sanasie and guest Seth Ginns, CoinFund managing partner.

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

On "Markets Daily," host Jennifer Sanasie is joined by CoinFund Managing Partner Seth Ginns to discuss another possible run to a bitcoin all-time high, government investments in spot bitcoin ETFs and where altcoins fit into the broader crypto rally.

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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 Eleanor Pahl, alongside Senior Booking Producer Melissa Montañez. 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.

CoinDesk Podcast Network - FIRST MOVER: How Robinhood and Arbitrum Hope to Bring More People On-Chain

Offchain Labs Chief Strategy Officer AJ Warner joins Robinhood Crypto General Manager Johann Kerbrat for a conversation on Layer 2 developments and bringing the next waves of users on-chain.

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

Trading platform Robinhood announced recently at ETHDenver that it will allow users of its Robinhood Wallet to access swaps on Arbitrum, a layer-2 blockchain atop Ethereum. AJ Warner, Chief Strategy Officer at Offchain Labs, joins Robinhood Crypto General Manager Johann Kerbrat on "First Mover" to discuss the partnership and their outlook for Layer 2 developments and user onboarding.

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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. Register now at consensus.coindesk.com.

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This episode was hosted by Jennifer Sanasie. “First Mover” is produced by Jennifer Sanasie and Melissa Montañez and edited by Victor Chen.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CoinDesk Podcast Network - MONEY REIMAGINED: Are NFTs Sustainable Beyond the Hype?

A discussion on the intermediation of physical and digital spaces with contemporary conceptual artist Cole Sternberg - exploring the possibilities of crypto for reimagining money, community, power systems and law for a freer society.

This episode is sponsored by Consensus 2024 


Now Available for pre-order | 

Michael Casey’s New Book with Frank H. McCourt, their forthcoming book:  Our Biggest Fight: Reclaiming Liberty, Humanity, and Dignity in the Digital Age


In this week's installment of "Money Reimagined," hosts Michael Casey and  Sheila Warren are joined by Cole Sternberg,  a contemporary conceptual artist known for his thought-provoking and socially conscious artworks, to discuss physical vs digital art, NFTs, and Cole’s free republic of CA project.

Takeaways | 

  • NFTs have the potential to revolutionize the art world by allowing artists to create unique digital artifacts and connect with a global audience.
  • The intersection of the digital and physical in art opens up new possibilities for creativity and expression.
  • The blockchain provides transparency and the ability to transform art over time, creating an ongoing dialogue between the artist and the audience.
  • The perception of NFTs in the artistic community is evolving, with some artists embracing the technology and others remaining skeptical. The original sin in crypto is the financialization of Bitcoin, which can make it challenging for people to move beyond that mental model and explore the broader potential of blockchain technology.
  • NFTs have both hype and utility, with those who have stuck with them deriving value, functionality, and utility beyond just financial gains.
  • The Free Republic of California is an artistic representation of a new country, showcasing the power of reimagining governance and community.
  • The economic assumptions of the Free Republic of California can be debated, but the concept aims to show that positive change is possible by reallocating resources and empowering local communities.
  • Crypto and decentralization offer possibilities for reimagining money and community, allowing for transparency, accountability, and the visualization of systems.


Links | 

Cole Sternberg 

The Free Republic of California 

Cole Sternberg: The Path Towards an Enlightened Society | TED Talk 

The World Economic Forum  

CoinDesk.com

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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 MRP15. 

Register now at consensus.coindesk.com

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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.

CoinDesk Podcast Network - MARKETS DAILY: Crypto Update | BTC Sell-Off ‘Clears the Air for Bitcoin to Go Higher,’ Says Juan Leon

The latest price moves and insights with Helene Braun and guest Juan Leon, crypto research analyst at Bitwise.

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

Bitcoin briefly grasped a new all-time high in yesterday's trading, before a broad market sell-off saw prices drop to as low as $60,800. On "Markets Daily" with host Helene Braun, Bitwise Crypto Research Analyst Juan Leon argues the retreat was a healthy pullback that will allow for a more stable price rise ahead of the Bitcoin halving. Plus: Leon's surprising ether price prediction.

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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.

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This episode was hosted by Helene Braun. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl, alongside Senior Booking Producer Melissa Montañez. 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.